AFT, FORSYTH & COMPANY, INC.: 13F holdings
CIK 15120732026Q2
| Positions | 108 |
|---|
| Reported value | $207.9m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 108 (-15 vs prior quarter) |
|---|
| Reported value | $207.9m (-2.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NVDA NVIDIA CORPORATION | 255,641 | $51.2m | 24.6% |
| AAPL APPLE INC | 36,428 | $10.5m | 5.1% |
| IGM ISHARES TR | 51,531 | $8.4m | 4.1% |
| LLY ELI LILLY & CO | 6,535 | $7.8m | 3.8% |
| AMZN AMAZON COM INC | 27,535 | $6.6m | 3.2% |
| MSFT MICROSOFT CORP | 17,414 | $6.5m | 3.1% |
| GOOGL ALPHABET INC | 16,950 | $6.1m | 2.9% |
| V VISA INC | 16,290 | $5.6m | 2.7% |
| ARM ARM HOLDINGS PLC | 14,108 | $5.0m | 2.4% |
| PANW PALO ALTO NETWORKS INC | 13,497 | $4.6m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1512073")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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