2026 Q1 Portfolio Activity
In 2026 Q1, AFT, FORSYTH & COMPANY, INC. maintained a portfolio of 130 distinct positions. The most significant new addition was HONEYWELL INTL INC, now representing 0.14% of the total fund value. They heavily accumulated shares in CISCO SYS INC, increasing the position by 14.6%. Conversely, AFT, FORSYTH & COMPANY, INC. completely exited their position in THERMO FISHER SCIENTIFIC INC.
Position History
hover any row below to update
Loading…
Total Positions
130
Quarter
2026 Q1
Top Holding
NVDA (22.6%)
Top 10 Concentration
49.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 130
AFT, FORSYTH & COMPANY, INC. Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
NVDA
NVIDIA CORPORAT...
|
Technology | 22.62% | 22.25% |
#1
Prev: #1
|
6.5 |
—
|
-927 | -0.3% |
P
S
|
275,580 | $48,061,162 | 2010 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AAPL
APPLE INC
|
Technology | 4.68% | 4.64% |
#2
Prev: #2
|
3.9 |
—
|
-333 | -0.8% |
P
S
|
39,207 | $9,950,393 | 2010 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 3.34% | 4.02% |
#3
Prev: #3
|
2.8 |
—
|
-100 | -0.5% |
P
S
|
19,161 | $7,092,983 | 2010 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 3.18% | 3.41% |
#4
Prev: #4
|
2.3 |
—
|
-20 | -0.3% |
P
S
|
7,340 | $6,751,112 | 2011 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 2.94% | 3.02% |
#5
Prev: #5
|
2.2 |
—
|
-328 | -1.1% |
P
S
|
30,010 | $6,250,183 | 2010 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IGM
ISHARES TR
|
ETF | 2.93% | 2.96% |
#6
Prev: #6
|
1.7 |
—
|
-563 | -1.1% |
P
S
|
52,508 | $6,222,770 | 2010 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 2.47% | 2.59% |
#7
Prev: #7
|
1.5 |
—
|
-25 | -0.2% |
P
S
|
10,492 | $5,242,625 | 2010 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
V
VISA INC
|
Financial Services | 2.45% | 2.52% |
#8
Prev: #8
|
1.5 |
—
|
575 | 3.4% |
P
S
|
17,250 | $5,213,899 | 2010 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 2.44% | 2.46% |
#9
Prev: #9
|
1.5 |
—
|
-225 | -1.2% |
P
S
|
17,990 | $5,173,344 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ISRG
INTUITIVE SURGI...
|
Healthcare | 2.04% | 2.30% |
#10
Prev: #10
|
1.3 |
—
|
-25 | -0.3% |
P
S
|
9,399 | $4,332,845 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.70% | 1.72% |
#11
Prev: #11
|
1.2 |
—
|
-105 | -0.8% |
P
S
|
12,258 | $3,605,813 | 2010 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IJR
ISHARES TR
|
ETF | 1.66% | 1.48% |
#12
1
Prev: #13
|
1.2 |
—
|
-168 | -0.6% |
P
S
|
28,310 | $3,519,299 | 2010 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 1.64% | 1.30% |
#13
3
Prev: #16
|
1.7 |
—
|
no change | no change |
P
S
|
3,503 | $3,490,494 | 2010 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IWR
ISHARES TR
|
ETF | 1.59% | 1.45% |
#14
Prev: #14
|
1.1 |
—
|
-196 | -0.6% |
P
S
|
34,819 | $3,385,516 | 2010 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AVGO
BROADCOM INC
|
Technology | 1.54% | 1.58% |
#15
3
Prev: #12
|
1.1 |
—
|
-40 | -0.4% |
P
S
|
10,570 | $3,271,521 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.23% | 1.30% |
#16
1
Prev: #17
|
1.0 |
—
|
-20 | -0.4% |
P
S
|
4,549 | $2,602,619 | 2012 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ARM
ARM HOLDINGS PL...
|
Technology | 1.10% | 0.72% |
#17
14
Prev: #31
|
0.9 |
—
|
65 | 0.4% |
P
S
|
15,413 | $2,331,679 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 1.08% | 1.14% |
#18
1
Prev: #19
|
1.4 |
—
|
no change | no change |
P
S
|
14,327 | $2,296,905 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
BLK
BLACKROCK INC
|
Financial Services | 1.03% | 1.06% |
#19
1
Prev: #20
|
0.9 |
—
|
-25 | -1.1% |
P
S
|
2,280 | $2,192,870 | 2010 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IJK
ISHARES TR
|
ETF | 1.00% | 0.89% |
#20
5
Prev: #25
|
0.9 |
—
|
2 | 0.0% |
P
S
|
21,179 | $2,131,127 | 2010 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
NOW
SERVICENOW INC
|
Technology | 0.99% | 1.35% |
#21
6
Prev: #15
|
0.9 |
—
|
-285 | -1.4% |
P
S
|
20,185 | $2,110,342 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IWF
ISHARES TR
|
ETF | 0.95% | 0.97% |
#22
1
Prev: #21
|
0.9 |
—
|
1 | 0.0% |
P
S
|
4,743 | $2,022,418 | 2010 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
LMT
LOCKHEED MARTIN...
|
Industrials | 0.94% | 0.68% |
#23
12
Prev: #35
|
0.9 |
—
|
50 | 1.5% |
P
S
|
3,313 | $2,002,344 | 2010 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.92% | 0.88% |
#24
2
Prev: #26
|
1.4 |
—
|
no change | no change |
P
S
|
5,942 | $1,954,264 | 2010 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IYF
ISHARES TR
|
ETF | 0.90% | 0.92% |
#25
1
Prev: #24
|
0.9 |
—
|
-190 | -1.1% |
P
S
|
16,338 | $1,922,363 | 2013 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.90% | 0.70% |
#26
8
Prev: #34
|
1.4 |
—
|
no change | no change |
P
S
|
7,799 | $1,906,388 | 2010 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
HDV
ISHARES TR
|
ETF | 0.88% | 0.73% |
#27
3
Prev: #30
|
0.9 |
—
|
-176 | -1.3% |
P
S
|
13,813 | $1,874,815 | 2011 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
CRM
SALESFORCE INC
|
Technology | 0.88% | 1.16% |
#28
10
Prev: #18
|
0.9 |
—
|
-65 | -0.6% |
P
S
|
10,039 | $1,874,048 | 2010 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
MELI
MERCADOLIBRE IN...
|
Consumer Cyclical | 0.87% | 0.93% |
#29
6
Prev: #23
|
0.8 |
—
|
5 | 0.5% |
P
S
|
1,072 | $1,853,509 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IJH
ISHARES TR
|
ETF | 0.87% | 0.80% |
#30
3
Prev: #27
|
0.8 |
—
|
-729 | -2.6% |
P
S
|
27,400 | $1,850,382 | 2010 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IJT
ISHARES TR
|
Warrant | 0.80% | 0.72% |
#31
1
Prev: #32
|
0.8 |
—
|
-37 | -0.3% |
P
S
|
11,787 | $1,705,715 | 2010 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GS
GOLDMAN SACHS G...
|
Financial Services | 0.77% | 0.71% |
#32
1
Prev: #33
|
0.8 |
—
|
65 | 3.5% |
P
S
|
1,930 | $1,632,761 | 2010 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ANET
ARISTA NETWORKS...
|
Technology | 0.77% | 0.76% |
#33
4
Prev: #29
|
0.8 |
—
|
-64 | -0.5% |
P
S
|
13,297 | $1,632,606 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.76% | 0.76% |
#34
6
Prev: #28
|
1.3 |
—
|
no change | no change |
P
S
|
5,617 | $1,611,293 | 2010 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IWO
ISHARES TR
|
ETF | 0.65% | 0.61% |
#35
5
Prev: #40
|
0.8 |
—
|
-26 | -0.6% |
P
S
|
4,382 | $1,375,415 | 2010 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IJJ
ISHARES TR
|
ETF | 0.65% | 0.61% |
#36
5
Prev: #41
|
0.8 |
—
|
-297 | -2.8% |
P
S
|
10,375 | $1,374,819 | 2010 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.65% | 0.62% |
#37
2
Prev: #39
|
1.3 |
—
|
no change | no change |
P
S
|
6,313 | $1,373,014 | 2013 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AMGN
AMGEN INC
|
Healthcare | 0.64% | 0.55% |
#38
7
Prev: #45
|
0.8 |
—
|
-25 | -0.6% |
P
S
|
3,865 | $1,359,900 | 2011 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
C
CITIGROUP INC
|
Financial Services | 0.64% | 0.60% |
#39
3
Prev: #42
|
1.3 |
—
|
no change | no change |
P
S
|
11,948 | $1,355,023 | 2010 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
JEPQ
J P MORGAN EXCH...
|
Unknown | 0.63% | 0.57% |
#40
4
Prev: #44
|
2.3 |
—
|
1,465 | 6.5% |
P
S
|
24,034 | $1,334,371 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 0.61% | 0.41% |
#41
12
Prev: #53
|
1.2 |
—
|
no change | no change |
P
S
|
1,815 | $1,285,855 | 2010 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ORCL
ORACLE CORP
|
Technology | 0.54% | 0.66% |
#42
5
Prev: #37
|
0.7 |
—
|
-75 | -1.0% |
P
S
|
7,796 | $1,146,870 | 2010 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IGV
ISHARES TR
|
ETF | 0.53% | 0.64% |
#43
5
Prev: #38
|
0.7 |
—
|
85 | 0.6% |
P
S
|
14,149 | $1,132,652 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ASML
ASML HLDG NV
|
Technology | 0.52% | 0.39% |
#44
12
Prev: #56
|
1.2 |
—
|
no change | no change |
P
S
|
838 | $1,106,856 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SO
SOUTHERN CO
|
Utilities | 0.52% | 0.43% |
#45
5
Prev: #50
|
1.2 |
—
|
no change | no change |
P
S
|
11,423 | $1,102,548 | 2010 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
CSCO
CISCO SYS INC
|
Technology | 0.52% | 0.41% |
#46
8
Prev: #54
|
2.2 |
—
|
1,800 | 14.6% |
P
S
|
14,142 | $1,097,278 | 2010 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
CRWD
CROWDSTRIKE HLD...
|
Technology | 0.52% | 0.57% |
#47
4
Prev: #43
|
0.7 |
—
|
-30 | -1.1% |
P
S
|
2,806 | $1,095,490 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IWM
ISHARES TR
|
ETF | 0.50% | 0.46% |
#48
Prev: #48
|
0.7 |
—
|
-25 | -0.6% |
P
S
|
4,259 | $1,056,360 | 2010 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IWP
ISHARES TR
|
ETF | 0.48% | 0.47% |
#49
3
Prev: #46
|
1.2 |
—
|
no change | no change |
P
S
|
7,997 | $1,024,579 | 2010 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ADBE
ADOBE INC
|
Technology | 0.47% | 0.66% |
#50
14
Prev: #36
|
0.7 |
—
|
-325 | -7.4% |
P
S
|
4,078 | $991,280 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 |
Showing 1-50 of 130 holdings