Institutional Fund
Aft, Forsyth & Company, Inc.
Jupiter, FLCIK 15120735 filings on record
Portfolio Value
$212.43M
Q1 2026
Holdings
123
Reported positions
New Buys
2
Opened this quarter
QoQ Change
-8.3%
from $231.75M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation22.6%
- Apple Inc4.7%
- Microsoft Corp3.3%
- Eli Lilly & Co3.2%
- Amazon Com Inc2.9%
- Ishares Tr2.9%
- Other60.3%
Portfolio Holdings
123 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 275.6K | $48.06M | 22.6% | −927 | Reduced |
| 2 | Apple Inc | 39.2K | $9.95M | 4.7% | −333 | Reduced |
| 3 | Microsoft Corp | 19.2K | $7.09M | 3.3% | −100 | Reduced |
| 4 | Eli Lilly & Co | 7.3K | $6.75M | 3.2% | −20 | Reduced |
| 5 | Amazon Com Inc | 30.0K | $6.25M | 2.9% | −328 | Reduced |
| 6 | Ishares Tr | 52.5K | $6.22M | 2.9% | −563 | Reduced |
| 7 | Mastercard Incorporated | 10.5K | $5.24M | 2.5% | −25 | Reduced |
| 8 | Visa Inc | 17.3K | $5.21M | 2.5% | +575 | Added |
| 9 | Alphabet Inc | 18.0K | $5.17M | 2.4% | −225 | Reduced |
| 10 | Intuitive Surgical Inc | 9.4K | $4.33M | 2.0% | −25 | Reduced |
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