AFT, FORSYTH & COMPANY, INC.

CIK

1512073

Location

JUPITER, FL

Portfolio Value

Small $160,239,523

Diversification

Diversified

Filing Date

Global Rank

#4,912 / 8,517 ▼ 89

Top Industry

Semiconductors 37.3%

3Y Alpha vs SPY

+87.6%

Period ended 46 days ago

Filed Aug 14, 2026 · 1d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+802.5%

SPY

+75.3%

Annualised alpha

+87.6%

Max drawdown

−23.5%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

63 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

31.9%

+3.1 pts

Top 5

52.5%

+5.3 pts

Top 10

68.3%

+6.3 pts

HHI

1,210

Diversified+211

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	58.7%	$94,047,917	21
Healthcare	11.1%	$17,823,828	9
Financial Services	9.2%	$14,691,107	9
Consumer Cyclical	7.0%	$11,277,389	5
Communication Services	6.6%	$10,598,848	2
Consumer Defensive	2.9%	$4,590,147	5
Industrials	1.9%	$3,038,259	5
Unclassified	1.4%	$2,223,283	3
Utilities	0.7%	$1,093,295	1
Energy	0.4%	$643,694	2
Basic Materials	0.1%	$211,756	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

3 positions

Ticker	Company	Δ Shares	Shares	Value
BKNG	Booking Holdings Inc.	+2,049	2,150	$383,216
MS	Morgan Stanley	+165	2,950	$616,668
SPY	Spdr S&P 500 ETF Trust	+15	1,458	$1,088,790
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−19,939	255,641	$51,151,207
AAPL	Apple Inc.	−2,779	36,428	$10,540,806
AMZN	Amazon Com Inc	−2,475	27,535	$6,562,691
CSCO	Cisco Systems, Inc.	−2,340	11,802	$1,386,262
C	Citigroup Inc	−2,000	9,948	$1,392,322
MSFT	Microsoft Corp	−1,747	17,414	$6,495,770
JPM	Jpmorgan Chase & Co	−1,390	10,868	$3,557,422
ARM	Arm Holdings PLC /Uk	−1,305	14,108	$5,002,273
KO	Coca Cola Co	−1,055	5,923	$481,362
GOOGL	Alphabet Inc.	−1,040	22,567	$8,042,075
ORCL	Oracle Corp	−1,001	6,795	$995,807
V	Visa Inc.	−960	16,290	$5,588,936
JNJ	Johnson & Johnson	−925	6,874	$1,745,789
TXN	Texas Instruments Inc	−875	3,399	$1,013,139
PANW	Palo Alto Networks Inc	−830	13,497	$4,602,746
LLY	ELI LILLY & Co	−805	6,535	$7,838,275
MRK	Merck & Co., Inc.	−780	6,394	$821,629
CRM	Salesforce, Inc.	−765	9,274	$1,452,864
ADBE	Adobe Inc.	−710	3,368	$690,507
PG	PROCTER & GAMBLE Co	−680	2,564	$375,984
PEP	Pepsico Inc	−675	2,889	$391,170
NOW	ServiceNow, Inc.	−600	19,585	$1,944,398
HD	Home Depot, Inc.	−565	5,377	$1,896,360
AMGN	Amgen Inc	−565	3,300	$1,194,996
ISRG	Intuitive Surgical Inc	−549	8,850	$3,519,468
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
VRT	Vertiv Holdings Co	1,430	$478,792
SNOW	Snowflake Inc.	880	$223,960
SHW	Sherwin Williams Co	615	$211,756
No positions match the current search.

Sold Out

Positions the filer fully exited

17 positions

Ticker	Company	Shares	Value
MA	Mastercard Inc	10,492	$5,242,432
AVGO	Broadcom Inc.	10,570	$3,271,520
BLK	BlackRock, Inc.	2,280	$2,192,698
ANET	Arista Networks, Inc.	13,297	$1,632,605
CAT	Caterpillar Inc	1,815	$1,285,854
QQQ	Invesco Qqq Trust, Series 1	1,701	$981,783
LRCX	Lam Research Corp	4,579	$978,349
DELL	Dell Technologies Inc.	2,980	$489,107
RTX	RTX Corp	2,018	$389,272
TEAM	Atlassian Corp	4,965	$338,861
XOM	ExxonMobil Holdings Corp	1,810	$307,084
ZTS	Zoetis Inc.	2,454	$290,087
HON	Honeywell International Inc	1,273	$287,736
PM	Philip Morris International Inc.	1,700	$281,078
TT	Trane Technologies plc	570	$237,541
WDAY	Workday, Inc.	1,690	$219,564
VEEV	Veeva Systems Inc	910	$159,850
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

63 tracked positions · $160,239,523 total · filing declares 108 positions · $207,889,420 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 63 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	255,641	-19,939	$51,151,207	+6.4%	31.92%
AAPL	Apple Inc. Technology	Reduced	36,428	-2,779	$10,540,806	+5.9%	6.58%
GOOGL	Alphabet Inc. Communication Services	Reduced	22,567	-1,040	$8,042,075	+18.5%	5.02%
LLY	ELI LILLY & Co Healthcare	Reduced	6,535	-805	$7,838,275	+16.1%	4.89%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	27,535	-2,475	$6,562,691	+5.0%	4.10%
MSFT	Microsoft Corp Technology	Reduced	17,414	-1,747	$6,495,770	−8.4%	4.05%
V	Visa Inc. Financial Services	Reduced	16,290	-960	$5,588,936	+7.2%	3.49%
ARM	Arm Holdings PLC /Uk Technology	Reduced	14,108	-1,305	$5,002,273	+114.5%	3.12%
PANW	Palo Alto Networks Inc Technology	Reduced	13,497	-830	$4,602,746	+100.4%	2.87%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	10,868	-1,390	$3,557,422	−1.3%	2.22%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	8,850	-549	$3,519,468	−18.8%	2.20%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	3,288	-215	$3,075,825	−11.9%	1.92%
META	Meta Platforms, Inc. Communication Services	Reduced	4,539	-10	$2,556,773	−1.8%	1.60%
NOW	ServiceNow, Inc. Technology	Reduced	19,585	-600	$1,944,398	−7.9%	1.21%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	5,377	-565	$1,896,360	−3.0%	1.18%
MELI	Mercadolibre Inc Consumer Cyclical	Reduced	1,043	-29	$1,770,377	−4.5%	1.10%
JNJ	Johnson & Johnson Healthcare	Reduced	6,874	-925	$1,745,789	−8.4%	1.09%
CRWD	CrowdStrike Holdings, Inc. Technology	Reduced	2,286	-520	$1,744,538	+59.2%	1.09%
GS	Goldman Sachs Group Inc Financial Services	Reduced	1,680	-250	$1,699,101	+4.1%	1.06%
ASML	Asml Holding NV Technology	Held	838	0	$1,667,150	+50.6%	1.04%
TER	Teradyne, Inc Technology	Held	3,301	0	$1,597,155	+63.2%	1.00%
ABBV	AbbVie Inc. Healthcare	Reduced	6,023	-290	$1,515,627	+10.4%	0.95%
LMT	Lockheed Martin Corp Industrials	Reduced	2,913	-400	$1,484,056	−25.9%	0.93%
CRM	Salesforce, Inc. Technology	Reduced	9,274	-765	$1,452,864	−22.5%	0.91%
C	Citigroup Inc Financial Services	Reduced	9,948	-2,000	$1,392,322	+2.8%	0.87%
CSCO	Cisco Systems, Inc. Technology	Reduced	11,802	-2,340	$1,386,262	+26.3%	0.87%
AMGN	Amgen Inc Healthcare	Reduced	3,300	-565	$1,194,996	−12.1%	0.75%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Held	2,340	0	$1,117,513	+41.3%	0.70%
SO	Southern Co Utilities	Held	11,423	0	$1,093,295	−0.8%	0.68%
SPY	Spdr S&P 500 ETF Trust	Added	1,458	+15	$1,088,790	+16.0%	0.68%
TXN	Texas Instruments Inc Technology	Reduced	3,399	-875	$1,013,139	+22.1%	0.63%
ORCL	Oracle Corp Technology	Reduced	6,795	-1,001	$995,807	−13.2%	0.62%
AXP	American Express Co Financial Services	Held	2,616	0	$884,862	+11.8%	0.55%
MRK	Merck & Co., Inc. Healthcare	Reduced	6,394	-780	$821,629	−4.8%	0.51%
IBB	iShares Biotechnology ETF	Reduced	4,017	-130	$763,993	+9.1%	0.48%
ADBE	Adobe Inc. Technology	Reduced	3,368	-710	$690,507	−30.3%	0.43%
AMD	Advanced Micro Devices Inc Technology	Held	1,182	0	$686,635	+185.6%	0.43%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	6,505	-385	$664,745	+7.7%	0.41%
MDB	MongoDB, Inc. Technology	Reduced	1,885	-80	$633,171	+31.6%	0.40%
MS	Morgan Stanley Financial Services	Added	2,950	+165	$616,668	+34.5%	0.38%
SYK	Stryker Corp Healthcare	Held	1,770	0	$557,266	−4.2%	0.35%
KO	Coca Cola Co Consumer Defensive	Reduced	5,923	-1,055	$481,362	−9.3%	0.30%
VRT	Vertiv Holdings Co Industrials	NEW	1,430	NEW	$478,792	NEW	0.30%
MMM	3M Co Industrials	Reduced	2,779	-452	$449,947	−4.1%	0.28%
KEYS	Keysight Technologies, Inc. Technology	Held	1,275	0	$446,339	+24.0%	0.28%
AFL	Aflac Inc Financial Services	Held	3,675	0	$430,893	+6.9%	0.27%
EPD	Enterprise Products Partners L.P. Energy	Reduced	11,545	-233	$424,394	−4.8%	0.26%
UNP	Union Pacific Corp Industrials	Reduced	1,504	-230	$409,088	−2.8%	0.26%
ADP	Automatic Data Processing Inc Technology	Reduced	1,760	-330	$394,152	−7.2%	0.25%
PEP	Pepsico Inc Consumer Defensive	Reduced	2,889	-675	$391,170	−29.3%	0.24%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.