Aft, Forsyth & Company
Aft, Forsyth & Company reported 108 stocks worth $208M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are NVDA (24.6%), AAPL (5.1%) and IGM (4.0%). Compared with Q1 2026, the fund opened new positions in VRT, added to IWF, HDV and JEPQ, trimmed NVDA, AAPL and IGM and sold out of MA, AVGO and BLK.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NVDA Nvidia Corporation | $51.2M | 24.6% | 256K | −20K (−7%) | 8 of 8 | |
| 2 |  AAPL Apple Inc | $10.5M | 5.1% | 36K | −2,779 (−7%) | 8 of 8 | |
| 3 |  IGM Ishares TR | $8.4M | 4.0% | 52K | −977 (−2%) | 8 of 8 | |
| 4 |  LLY Eli Lilly & Co | $7.8M | 3.8% | 6,535 | −805 (−11%) | 8 of 8 | |
| 5 |  AMZN Amazon Com Inc | $6.6M | 3.2% | 28K | −2,475 (−8%) | 8 of 8 | |
| 6 |  MSFT Microsoft Corp | $6.5M | 3.1% | 17K | −1,747 (−9%) | 8 of 8 | |
| 7 |  GOOGL Alphabet Inc | $6.1M | 2.9% | 17K | −1,040 (−6%) | 8 of 8 | |
| 8 |  V Visa Inc | $5.6M | 2.7% | 16K | −960 (−6%) | 8 of 8 | |
| 9 |  ARM Arm Hldgs PLC Equity A F | $5M | 2.4% | 14K | −1,305 (−8%) | 8 of 8 | |
| 10 |  PANW Palo Alto Networks Inc | $4.6M | 2.2% | 13K | −830 (−6%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 MA Mastercard Incorporated | $5.2M | 10K |
 AVGO Broadcom Inc | $3.3M | 11K |
 BLK Blackrock Inc | $2.2M | 2,280 |
 ANET Arista Networks Inc | $1.6M | 13K |
 CAT Caterpillar Inc | $1.3M | 1,815 |
🔒 Free account: see all 18.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Aft, Forsyth & Company 13F FAQ
What does Aft, Forsyth & Company own?
Aft, Forsyth & Company reported 108 stocks worth $208M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are NVDA (24.6%), AAPL (5.1%) and IGM (4.0%). The table above lists every position in the filing (the top 10 without an account).
What did Aft, Forsyth & Company buy and sell in Q2 2026?
Compared with Q1 2026: 3 new positions, 18 added to, 67 trimmed and 18 sold out. New positions include VRT. It sold all of MA, AVGO and BLK.
When will Aft, Forsyth & Company file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Aft, Forsyth & Company's portfolio worth?
The Q2 2026 filing reports $208M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.