AFT, FORSYTH & COMPANY, INC.

CIK

1512073

Location

JUPITER, FL

Portfolio Value

Micro $5,651,067

Diversification

Diversified

Filing Date

Global Rank

#4,649 / 8,586 ▼ 105

Top Industry

Semiconductors 34.3%

3Y Alpha vs SPY

-0.4%

Period ended 3 months ago

Filed May 14, 2026 · 33d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+76.7%

SPY

+78.1%

Annualised alpha

-0.3%

Max drawdown

−23.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

75 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

29.3%

+0.9 pts

Top 5

47.6%

−0.0 pts

Top 10

62.0%

−0.5 pts

HHI

1,025

Diversified+42

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	55.1%	$90,445,989	26
Financial Services	13.0%	$21,336,502	11
Healthcare	11.2%	$18,357,492	11
Consumer Cyclical	6.8%	$11,100,472	5
Communication Services	4.7%	$7,775,823	2
Consumer Defensive	3.4%	$5,651,067	6
Industrials	3.2%	$5,300,920	8
Unclassified	1.2%	$1,920,223	2
Utilities	0.7%	$1,102,547	1
Energy	0.6%	$1,026,491	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

10 positions

Ticker	Company	Δ Shares	Shares	Value
CSCO	Cisco Systems, Inc.	+1,800	14,142	$1,097,277
DELL	Dell Technologies Inc.	+630	2,980	$489,107
V	Visa Inc.	+575	17,250	$5,213,640
IBM	International Business Machines Corp	+250	1,055	$255,721
EPD	Enterprise Products Partners L.P.	+174	11,778	$445,679
MS	Morgan Stanley	+100	2,785	$458,327
ARM	Arm Holdings PLC /Uk	+65	15,413	$2,331,678
GS	Goldman Sachs Group Inc	+65	1,930	$1,632,760
LMT	Lockheed Martin Corp	+50	3,313	$2,002,344
MELI	Mercadolibre Inc	+5	1,072	$1,853,509
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−927	275,580	$48,061,152
AAPL	Apple Inc.	−333	39,207	$9,950,344
AMZN	Amazon Com Inc	−328	30,010	$6,250,182
ADBE	Adobe Inc.	−325	4,078	$991,280
NOW	ServiceNow, Inc.	−285	20,185	$2,110,341
CVX	Chevron Corp	−250	1,323	$273,728
LRCX	Lam Research Corp	−225	4,579	$978,349
GOOGL	Alphabet Inc.	−225	17,990	$5,173,204
TEAM	Atlassian Corp	−200	4,965	$338,861
PG	PROCTER & GAMBLE Co	−135	3,244	$468,563
XOM	Exxon Mobil Corp	−125	1,810	$307,084
JPM	Jpmorgan Chase & Co	−105	12,258	$3,605,813
MSFT	Microsoft Corp	−100	19,161	$7,092,827
ORCL	Oracle Corp	−75	7,796	$1,146,869
ADP	Automatic Data Processing Inc	−70	2,090	$424,646
CRM	Salesforce, Inc.	−65	10,039	$1,873,980
ANET	Arista Networks, Inc.	−64	13,297	$1,632,605
AVGO	Broadcom Inc.	−40	10,570	$3,271,520
VEEV	Veeva Systems Inc	−39	910	$159,850
CRWD	CrowdStrike Holdings, Inc.	−30	2,806	$1,095,490
BLK	BlackRock, Inc.	−25	2,280	$2,192,698
AMGN	Amgen Inc	−25	3,865	$1,359,900
MA	Mastercard Inc	−25	10,492	$5,242,432
ISRG	Intuitive Surgical Inc	−25	9,399	$4,332,845
META	Meta Platforms, Inc.	−20	4,549	$2,602,619
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
HON	Honeywell International Inc	1,273	$287,736
ITW	Illinois Tool Works Inc	800	$208,232
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
TMO	Thermo Fisher Scientific Inc.	3,753	$2,174,675
APO	Apollo Global Management, Inc.	3,500	$506,660
SNOW	Snowflake Inc.	1,128	$247,438
ZS	Zscaler, Inc.	1,080	$242,913
IT	Gartner Inc	900	$227,052
HMC	Honda Motor Co Ltd	1,273	$37,528
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

6 positions · $5,651,067 total · Consumer Defensive only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
COST	Costco Wholesale Corp /New Consumer Defensive	Held	3,503	0	$3,490,494	+15.5%	61.77%
PEP	Pepsico Inc Consumer Defensive	Held	3,564	0	$553,453	+8.2%	9.79%
KO	Coca Cola Co Consumer Defensive	Held	6,978	0	$530,676	+8.8%	9.39%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	3,244	-135	$468,563	−3.2%	8.29%
HSY	Hershey Co Consumer Defensive	Held	1,572	0	$326,803	+14.2%	5.78%
PM	Philip Morris International Inc. Consumer Defensive	Held	1,700	0	$281,078	+3.1%	4.97%