AFT, FORSYTH & COMPANY, INC.
124 holdingsFiling period: 2026-03-31Current AUM: $249.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 275.6K | $48.1M | $55.3M | 22.19% | -927 | 2026-03-31 |
| 2 | AAPL | APPLE INC | 39.2K | $9.9M | $12.1M | 4.86% | -333 | 2026-03-31 |
| 3 | MSFT | MICROSOFT CORP | 19.2K | $7.1M | $8.9M | 3.57% | -100 | 2026-03-31 |
| 4 | LLY | ELI LILLY & CO | 7.3K | $6.8M | $8.4M | 3.38% | -20 | 2026-03-31 |
| 5 | AMZN | AMAZON COM INC | 30.0K | $6.3M | $8.1M | 3.27% | -328 | 2026-03-31 |
| 6 | IGM | ISHARES TR | 52.5K | $6.2M | $8.1M | 3.23% | -563 | 2026-03-31 |
| 7 | MA | MASTERCARD INCORPORATED | 10.5K | $5.2M | $6.0M | 2.41% | -25 | 2026-03-31 |
| 8 | V | VISA INC | 17.3K | $5.2M | $6.3M | 2.53% | +575 | 2026-03-31 |
| 9 | GOOGL | ALPHABET INC | 18.0K | $5.2M | $6.4M | 2.57% | -225 | 2026-03-31 |
| 10 | ISRG | INTUITIVE SURGICAL INC | 9.4K | $4.3M | $3.3M | 1.33% | -25 | 2026-03-31 |
| 11 | JPM | JPMORGAN CHASE & CO | 12.3K | $3.6M | $4.3M | 1.73% | -105 | 2026-03-31 |
| 12 | IJR | ISHARES TR | 28.3K | $3.5M | $4.1M | 1.65% | -168 | 2026-03-31 |
| 13 | COST | COSTCO WHOLESALE CORPORATION | 3.5K | $3.5M | $3.3M | 1.34% | -- | 2026-03-31 |
| 14 | IWR | ISHARES TR | 34.8K | $3.4M | $3.8M | 1.53% | -196 | 2026-03-31 |
| 15 | AVGO | BROADCOM INC | 10.6K | $3.3M | $4.1M | 1.65% | -40 | 2026-03-31 |
| 16 | META | META PLATFORMS INC | 4.5K | $2.6M | $2.5M | 1.02% | -20 | 2026-03-31 |
| 17 | ARM | ARM HOLDINGS PLC | 15.4K | $2.3M | $3.7M | 1.48% | +65 | 2026-03-31 |
| 18 | PANW | PALO ALTO NETWORKS INC | 14.3K | $2.3M | $4.8M | 1.91% | -- | 2026-03-31 |
| 19 | BLK | BLACKROCK INC | 2.3K | $2.2M | $2.5M | 1.00% | -25 | 2026-03-31 |
| 20 | IJK | ISHARES TR | 21.2K | $2.1M | $2.4M | 0.95% | +2 | 2026-03-31 |
| 21 | NOW | SERVICENOW INC | 20.2K | $2.1M | $2.2M | 0.90% | -285 | 2026-03-31 |
| 22 | IWF | ISHARES TR | 4.7K | $2.0M | $2.2M | 0.90% | +1 | 2026-03-31 |
| 23 | LMT | LOCKHEED MARTIN CORP | 3.3K | $2.0M | $1.9M | 0.77% | +50 | 2026-03-31 |
| 24 | HD | HOME DEPOT INC | 5.9K | $2.0M | $2.0M | 0.79% | -- | 2026-03-31 |
| 25 | IYF | ISHARES TR | 16.3K | $1.9M | $2.2M | 0.88% | -190 | 2026-03-31 |
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