Data as of Q4 2025 (Dec 31, 2025)

Aft, Forsyth & Sober, LLC

•CIK: 1566801•Filing: Q4 2025

**Aft, Forsyth & Sober, LLC** manages $330M across a diversified portfolio of 58 positions. The fund exhibits a significant concentration in technology and market-beta exposure, highlighted by top holdings including NDQ at $41.2M and NVDA at $35.6M. Further substantial allocations are directed toward broad market indices via SPY ($33.7M) and RSP ($18.3M). This structure suggests a tactical, growth-oriented mandate with deep conviction in major market drivers.

Total AUM
$330.1M
QoQ Performance
+2.4%
Positions
50
Top 10 Concentration
57.6%
Latest Filing
Q4 2025

Top Holdings Allocation

NDQ
NVDA
SPY
RSP
NDQ12.5%
NVDA10.8%
SPY10.2%
RSP5.5%
SDVY3.8%
MSFT3.2%
OEF3.1%
IJH3.0%

📈 Biggest Buys

SDVY
FIRST TR EXCHANGE-TRADED FD
NEW
3.8% of portfolio
ANET
ARISTA NETWORKS INC
NEW
1.7% of portfolio
NOW
SERVICENOW INC
+400.0%
1.2% of portfolio
GEV
GE VERNOVA INC
NEW
0.4% of portfolio
XLE
SELECT SECTOR SPDR TR
+100.0%
0.8% of portfolio

📉 Biggest Sells

FRI
FIRST TR EXCHANGE-TRADED FD
-67.4%
1.3% of portfolio
ITOT
ISHARES TR
-9.6%
0.5% of portfolio

Sector Breakdown

Other54.7%
Technology23.1%
ETF10.2%
Financial5.9%
Consumer2.2%
Energy2.0%
Healthcare1.1%
Materials0.4%

🚪 Exited Positionssold since Q3 2025

ARM
ARM HOLDINGS PLC
SOLD
$1.7M

Changes from Q3 2025

NEW3 new positions
↑2 increased
↓2 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

NDQ12.5%
INVESCO QQQ TR
$41.2M
NVDA10.8%
NVIDIA CORPORATION
$35.6M
SPY10.2%
SPDR S&P 500 ETF TR
$33.7M
RSP5.5%
INVESCO EXCHANGE TRADED FD T
$18.3M
SDVY3.8%
FIRST TR EXCHANGE-TRADED FD
$12.6M

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