AFT, FORSYTH & COMPANY, INC.
•CIK: 1512073•Filing: Q4 2025
**AFT, FORSYTH & COMPANY, INC.** manages $232M across a diversified portfolio of 128 positions. The fund exhibits significant concentration in technology and healthcare, highlighted by a $51.6M holding in NVDA and substantial allocations to AAPL ($10.7M), MSFT ($9.3M), and LLY ($7.9M). Top holdings further include AMZN ($7.0M), MA ($6.0M), and GOOGL ($5.7M), signaling a focus on market leaders within high-growth sectors.
Total AUM
$231.8M
QoQ Performance
+11.0%
Positions
91
Top 10 Concentration
50.2%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA
NVDA22.3%
AAPL4.6%
MSFT4.0%
LLY3.4%
AMZN3.0%
IGM3.0%
MA2.6%
V2.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology40.8%
Other34.6%
Financial9.0%
Healthcare6.8%
Consumer5.7%
Industrial1.6%
ETF0.5%
Consumer Staples0.4%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW16 new positions
↑37 increased
↓40 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023