Aft, Forsyth & Sober, LLC
Filing Date
Global Rank
#3,779
/ 8,605
▲ 92
· as of Mar 2026
Top Industry
Semiconductors
25.7%
3Y Alpha vs SPY
-1.7%
Period ended 3 months ago
Filed May 14, 2026 · 56d
25 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+70.9%
SPY
+76.5%
Annualised alpha
-1.3%
Max drawdown
−20.9%
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
48 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
15.9%
−0.9 pts
Top 5
49.6%
−3.6 pts
Top 10
62.7%
−4.1 pts
HHI
723
Diversified−75
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 36.6% | $88,974,880 |
| Unclassified | 29.2% | $70,870,003 |
| Financial Services | 12.2% | $29,635,739 |
| Communication Services | 6.5% | $15,737,110 |
| Healthcare | 5.1% | $12,362,822 |
| Energy | 4.9% | $11,926,204 |
| Consumer Cyclical | 1.8% | $4,442,343 |
| Utilities | 1.6% | $3,892,076 |
| Consumer Defensive | 1.1% | $2,790,004 |
| Basic Materials | 0.6% | $1,402,406 |
| Industrials | 0.4% | $1,025,004 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reduced
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NOW | ServiceNow, Inc. | −500 | 25,500 | $2,666,025 | |
| PANW | Palo Alto Networks Inc | −250 | 19,250 | $3,086,160 | |
| COP | Conocophillips | −250 | 27,450 | $3,623,400 | |
| AMZN | Amazon Com Inc | −250 | 15,250 | $3,176,117 | |
| BA | Boeing Co | −150 | 5,150 | $1,025,004 | |
| COST | Costco Wholesale Corp /New | −25 | 2,800 | $2,790,004 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
6 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AVGO | Broadcom Inc. | 22,600 | $6,994,926 | |
| NFLX | Netflix Inc | 42,000 | $4,038,300 | |
| BLK | BlackRock, Inc. | 1,850 | $1,779,163 | |
| MRVL | Marvell Technology, Inc. | 16,200 | $1,604,610 | |
| SNOW | Snowflake Inc. | 7,500 | $1,131,150 | |
| CEG | Constellation Energy Corp | 3,000 | $837,750 | |
| No positions match the current search. | ||||
48 positions ·
$243,058,591 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 67,125 | $38,743,207 | 15.94% | |
| NVDA |
Nvidia Corp
Technology
|
Held | 191,125 | $33,332,200 | 13.71% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 49,400 | $32,126,796 | 13.22% | |
| AAPL |
Apple Inc.
Technology
|
Held | 32,600 | $8,273,554 | 3.40% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 21,950 | $8,125,231 | 3.34% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Held | 53,000 | $7,752,840 | 3.19% | |
| AVGO |
Broadcom Inc.
Technology
|
NEW | 22,600 | $6,994,926 | 2.88% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Held | 11,250 | $6,436,462 | 2.65% | |
| ANET |
Arista Networks, Inc.
Technology
|
Held | 43,500 | $5,340,930 | 2.20% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Held | 6,275 | $5,308,587 | 2.18% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Held | 18,300 | $5,262,348 | 2.17% | |
| MCK |
Mckesson Corp
Healthcare
|
Held | 5,500 | $4,759,480 | 1.96% | |
| HCA |
HCA Healthcare, Inc.
Healthcare
|
Held | 9,750 | $4,614,090 | 1.90% | |
| XOM |
Exxon Mobil Corp
Energy
|
Held | 26,600 | $4,512,956 | 1.86% | |
| ORCL |
Oracle Corp
Technology
|
Held | 28,700 | $4,222,057 | 1.74% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Held | 51,200 | $4,076,032 | 1.68% | |
| NFLX |
Netflix Inc
Communication Services
|
NEW | 42,000 | $4,038,300 | 1.66% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 13,600 | $4,000,576 | 1.65% | |
| COP |
Conocophillips
Energy
|
Reduced | 27,450 | $3,623,400 | 1.49% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 15,250 | $3,176,117 | 1.31% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Reduced | 19,250 | $3,086,160 | 1.27% | |
| NRG |
Nrg Energy, Inc.
Utilities
|
Held | 20,900 | $3,054,326 | 1.26% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Held | 3,250 | $2,989,252 | 1.23% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 2,800 | $2,790,004 | 1.15% | |
| CVX |
Chevron Corp
Energy
|
Held | 13,300 | $2,751,770 | 1.13% | |
| NOW |
ServiceNow, Inc.
Technology
|
Reduced | 25,500 | $2,666,025 | 1.10% | |
| MS |
Morgan Stanley
Financial Services
|
Held | 15,500 | $2,550,835 | 1.05% | |
| FTNT |
Fortinet, Inc.
Technology
|
Held | 29,750 | $2,431,170 | 1.00% | |
| RJF |
Raymond James Financial Inc
Financial Services
|
Held | 16,500 | $2,389,035 | 0.98% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Held | 11,700 | $2,380,131 | 0.98% | |
| BLK |
BlackRock, Inc.
Financial Services
|
NEW | 1,850 | $1,779,163 | 0.73% | |
| CME |
Cme Group Inc.
Financial Services
|
Held | 5,550 | $1,639,192 | 0.67% | |
| MCO |
Moodys Corp /De/
Financial Services
|
Held | 3,725 | $1,625,031 | 0.67% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
NEW | 16,200 | $1,604,610 | 0.66% | |
| MA |
Mastercard Inc
Financial Services
|
Held | 3,175 | $1,586,420 | 0.65% | |
| V |
Visa Inc.
Financial Services
|
Held | 5,100 | $1,541,424 | 0.63% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
Held | 4,375 | $1,402,406 | 0.58% | |
| STT |
State Street Corp
Financial Services
|
Held | 10,750 | $1,360,520 | 0.56% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Held | 3,850 | $1,266,226 | 0.52% | |
| SNOW |
Snowflake Inc.
Technology
|
NEW | 7,500 | $1,131,150 | 0.47% | |
| IONQ |
IonQ, Inc.
Technology
|
Held | 36,500 | $1,052,295 | 0.43% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Held | 21,440 | $1,045,200 | 0.43% | |
| SLB |
Slb Limited/Nv
Energy
|
Held | 20,200 | $1,038,078 | 0.43% | |
| BA |
Boeing Co
Industrials
|
Reduced | 5,150 | $1,025,004 | 0.42% | |
| CEG |
Constellation Energy Corp
Utilities
|
NEW | 3,000 | $837,750 | 0.34% | |
| KLAC |
Kla Corp
Technology
|
Held | 3,950 | $581,601 | 0.24% | |
| KKR |
KKR & Co. Inc.
Financial Services
|
Held | 4,700 | $434,750 | 0.18% | |
| BX |
Blackstone Inc.
Financial Services
|
Held | 2,600 | $298,974 | 0.12% |