Aft, Forsyth & Company, Inc. holds a focused book of 108 reported positions worth $207.9M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Vertiv Holdings Co-A and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 25% of the reported non-option book. Cloning the disclosed picks since 2025 would be +16% (+19.0%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 2.1 points over this window.
Growth of $10,000 cloning Aft, Forsyth & Company, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
76% mapped to company sectors
+2 sectors below the cut, under 0.5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Aft, Forsyth & Company, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Hoffman, Alan N Investment Management | 8 / 80 | $160.9M |
| Bender Robert & Associates | 22 / 80 | $406.9M |
| Draper Asset Management, LLC | 8 / 80 | $163.5M |
| MayTech Global Investments, LLC | 13 / 80 | $741.9M |
| Emerald Advisors, LLC | 26 / 80 | $637.8M |
| Mogy Joel R Investment Counsel Inc | 36 / 80 | $1.4B |
| Marest Capital, LLC | 15 / 80 | $159.4M |
| Independent Investors Inc | 27 / 80 | $415.2M |
Ranked by the share of each fund's own book sitting in the names it shares with Aft, Forsyth & Company, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $51.2M | 255.6K | 24.6% | ▼−7.2% Reduced · −20K sh | |
| 2 | Apple Inc COM | $10.5M | 36.4K | 5.1% | ▼−7.1% Reduced · −3K sh | |
| 3 | Ishares TR EXPND TEC SC ETF | $8.4M | 51.5K | 4.1% | ▼−1.9% Reduced · −977 sh | |
| 4 | Eli Lilly & Co COM | $7.8M | 6.5K | 3.8% | ▼−11% Reduced · −805 sh | |
| 5 | Amazon Com Inc COM | $6.6M | 27.5K | 3.2% | ▼−8.2% Reduced · −2K sh | |
| 6 | Microsoft Corp COM | $6.5M | 17.4K | 3.1% | ▼−9.1% Reduced · −2K sh | |
| 7 | Alphabet Inc CAP STK CL A | $6.1M | 16.9K | 2.9% | ▼−5.8% Reduced · −1K sh | |
| 8 | Visa Inc COM CL A | $5.6M | 16.3K | 2.7% | ▼−5.6% Reduced · −960 sh | |
| 9 | Arm Holdings PLC SPONSORED ADS | $5.0M | 14.1K | 2.4% | ▼−8.5% Reduced · −1K sh | |
| 10 | Palo Alto Networks Inc COM | $4.6M | 13.5K | 2.2% | ▼−5.8% Reduced · −830 sh | |
| 11 | Ishares TR CORE S&P SCP ETF | $4.0M | 27.1K | 1.9% | ▼−4.3% Reduced · −1K sh | |
| 12 | Ishares TR RUS MID CAP ETF | $3.6M | 33.1K | 1.8% | ▼−5.0% Reduced · −2K sh | |
| 13 | JPMorgan Chase & Co COM | $3.6M | 10.9K | 1.7% | ▼−11% Reduced · −1K sh | |
| 14 | Intuitive Surgical Inc COM NEW | $3.5M | 8.8K | 1.7% | ▼−5.8% Reduced · −549 sh | |
| 15 | Costco Wholesale Corporation COM | $3.1M | 3.3K | 1.5% | ▼−6.1% Reduced · −215 sh | |
| 16 | Meta Platforms Inc CL A | $2.6M | 4.5K | 1.2% | ▼−0.2% Reduced · −10 sh | |
| 17 | Ishares TR CORE S&P MCP ETF | $2.0M | 26.6K | 1.0% | ▼−3.1% Reduced · −846 sh | |
| 18 | Ishares TR RUS 1000 GRW ETF | $2.0M | 16.0K | 1.0% | ▲+238% Added · +11K sh | |
| 19 | Alphabet Inc CAP STK CL C | $2.0M | 5.6K | 1.0% | —Held | |
| 20 | Ishares TR U.S. FINLS ETF | $2.0M | 15.4K | 0.9% | ▼−5.8% Reduced · −949 sh | |
| 21 | Servicenow Inc COM | $1.9M | 19.6K | 0.9% | ▼−3.0% Reduced · −600 sh | |
| 22 | Home Depot Inc COM | $1.9M | 5.4K | 0.9% | ▼−9.5% Reduced · −565 sh | |
| 23 | Mercadolibre Inc COM | $1.8M | 1.0K | 0.9% | ▼−2.7% Reduced · −29 sh | |
| 24 | Johnson & Johnson COM | $1.7M | 6.9K | 0.8% | ▼−12% Reduced · −925 sh | |
| 25 | Crowdstrike Hldgs Inc CL A | $1.7M | 2.3K | 0.8% | ▼−19% Reduced · −520 sh | |
| 26 | Goldman Sachs Group Inc COM | $1.7M | 1.7K | 0.8% | ▼−13% Reduced · −250 sh | |
| 27 | Ishares TR CORE HIGH DV ETF | $1.7M | 61.7K | 0.8% | ▲+347% Added · +48K sh | |
| 28 | ASML Hldg NV N Y REGISTRY SHS | $1.7M | 838 | 0.8% | —Held | |
| 29 | J P Morgan Exchange Traded F NASDAQ EQT PREM | $1.6M | 26.5K | 0.8% | ▲+10% Added · +2K sh | |
| 30 | Ishares TR S&P MC 400GR ETF | $1.6M | 13.8K | 0.8% | ▼−35% Reduced · −7K sh | |
| 31 | Teradyne Inc COM | $1.6M | 3.3K | 0.8% | —Held | |
| 32 | Ishares TR S&P SML 600 GWT | $1.6M | 8.7K | 0.7% | ▼−26% Reduced · −3K sh | |
| 33 | Abbvie Inc COM | $1.5M | 6.0K | 0.7% | ▼−4.6% Reduced · −290 sh | |
| 34 | Lockheed Martin Corp COM | $1.5M | 2.9K | 0.7% | ▼−12% Reduced · −400 sh | |
| 35 | Salesforce Inc COM | $1.5M | 9.3K | 0.7% | ▼−7.6% Reduced · −765 sh | |
| 36 | Citigroup Inc COM NEW | $1.4M | 9.9K | 0.7% | ▼−17% Reduced · −2K sh | |
| 37 | Cisco Sys Inc COM | $1.4M | 11.8K | 0.7% | ▼−17% Reduced · −2K sh | |
| 38 | Ishares TR RUSSELL 2000 ETF | $1.3M | 4.3K | 0.6% | —Held | |
| 39 | Ishares TR RUS 2000 GRW ETF | $1.2M | 3.2K | 0.6% | ▼−28% Reduced · −1K sh | |
| 40 | Amgen Inc COM | $1.2M | 3.3K | 0.6% | ▼−15% Reduced · −565 sh | |
| 41 | Ishares TR EXPANDED TECH | $1.2M | 13.1K | 0.6% | ▼−7.5% Reduced · −1K sh | |
| 42 | J P Morgan Exchange Traded F EQUITY PREMIUM | $1.1M | 20.2K | 0.5% | ▲+17% Added · +3K sh | |
| 43 | Taiwan Semiconductor Manufac SPONSORED ADS | $1.1M | 2.3K | 0.5% | —Held | |
| 44 | Southern Co COM | $1.1M | 11.4K | 0.5% | —Held | |
| 45 | State STR SPDR S&P 500 ETF T TR UNIT | $1.1M | 1.5K | 0.5% | ▲+1.0% Added · +15 sh | |
| 46 | Texas Instrs Inc COM | $1.0M | 3.4K | 0.5% | ▼−20% Reduced · −875 sh | |
| 47 | Ishares TR US HLTHCARE ETF | $1.0M | 15.0K | 0.5% | ▼−2.6% Reduced · −399 sh | |
| 48 | Oracle Corp COM | $996K | 6.8K | 0.5% | ▼−13% Reduced · −1K sh | |
| 49 | Ishares TR S&P MC 400VL ETF | $960K | 6.5K | 0.5% | ▼−37% Reduced · −4K sh | |
| 50 | American Express Co COM | $885K | 2.6K | 0.4% | —Held |
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Use Arkolith to show AFT, FORSYTH & COMPANY, INC.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.