AFT, FORSYTH & COMPANY, INC. — 13F holdings

AFT, FORSYTH & COMPANY, INC. reported 108 holdings worth $208M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. NVDA NVIDIA CORPORATION — $51.2M (24.6%)
2. AAPL APPLE INC — $10.5M (5.1%)
3. IGM ISHARES TR — $8.43M (4.1%)
4. LLY ELI LILLY & CO — $7.84M (3.8%)
5. AMZN AMAZON COM INC — $6.56M (3.2%)
6. MSFT MICROSOFT CORP — $6.50M (3.1%)
7. GOOGL ALPHABET INC — $6.06M (2.9%)
8. V VISA INC — $5.59M (2.7%)
9. ARM ARM HOLDINGS PLC — $5.00M (2.4%)
10. PANW PALO ALTO NETWORKS INC — $4.60M (2.2%)