Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
AFT, FORSYTH & COMPANY, INC. (CIK 1512073) reported $207.9M across 108 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: NVDA ($51.2M, 24.61%), AAPL ($10.5M, 5.07%), IGM ($8.4M, 4.05%), LLY ($7.8M, 3.77%), AMZN ($6.6M, 3.16%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $51.2M | 24.61% | 255,641 | Trimmed |
| 2 | AAPL | APPLE INC | $10.5M | 5.07% | 36,428 | Trimmed |
| 3 | IGM | ISHARES TR | $8.4M | 4.05% | 51,531 | Trimmed |
| 4 | LLY | ELI LILLY & CO | $7.8M | 3.77% | 6,535 | Trimmed |
| 5 | AMZN | AMAZON COM INC | $6.6M | 3.16% | 27,535 | Trimmed |
| 6 | MSFT | MICROSOFT CORP | $6.5M | 3.12% | 17,414 | Trimmed |
| 7 | GOOGL | ALPHABET INC | $6.1M | 2.91% | 16,950 | Trimmed |
| 8 | V | VISA INC | $5.6M | 2.69% | 16,290 | Trimmed |
| 9 | ARM | ARM HOLDINGS PLC | $5.0M | 2.41% | 14,108 | Trimmed |
| 10 | PANW | PALO ALTO NETWORKS INC | $4.6M | 2.21% | 13,497 | Trimmed |
| 11 | IJR | ISHARES TR | $4.0M | 1.93% | 27,085 | Trimmed |
| 12 | IWR | ISHARES TR | $3.6M | 1.76% | 33,074 | Trimmed |
| 13 | JPM | JPMORGAN CHASE & CO | $3.6M | 1.71% | 10,868 | Trimmed |
| 14 | ISRG | INTUITIVE SURGICAL INC | $3.5M | 1.69% | 8,850 | Trimmed |
| 15 | COST | COSTCO WHOLESALE CORPORATION | $3.1M | 1.48% | 3,288 | Trimmed |
| 16 | META | META PLATFORMS INC | $2.6M | 1.23% | 4,539 | Trimmed |
| 17 | IJH | ISHARES TR | $2.0M | 0.98% | 26,554 | Trimmed |
| 18 | IWF | ISHARES TR | $2.0M | 0.96% | 16,021 | Added |
| 19 | GOOG | ALPHABET INC | $2.0M | 0.95% | 5,617 | Hold |
| 20 | NOW | SERVICENOW INC | $1.9M | 0.94% | 19,585 | Trimmed |
| 21 | IYF | ISHARES TR | $2.0M | 0.94% | 15,389 | Trimmed |
| 22 | HD | HOME DEPOT INC | $1.9M | 0.91% | 5,377 | Trimmed |
| 23 | MELI | MERCADOLIBRE INC | $1.8M | 0.85% | 1,043 | Trimmed |
| 24 | JNJ | JOHNSON & JOHNSON | $1.7M | 0.84% | 6,874 | Trimmed |
| 25 | CRWD | CROWDSTRIKE HLDGS INC | $1.7M | 0.84% | 2,286 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30