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Larry N. Aft

Aft, Forsyth & Company, Inc.

Assets Managed
$212.427M
Holdings
123
Last Quarter
2026 - Q1
Filed Date
1mo 16d ago
Growth Rate
-8.33%(2Q avg: 1.34%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Aft, Forsyth & Company, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 123 positions.

Assets under management

The assets under management (AUM) of Aft, Forsyth & Company, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 212.427M in assets, with a quarterly growth rate of -8.33% and a 2-quarter average growth rate of 1.34%. The portfolio is managed by Larry N. Aft, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Decreased -0.33%
22.63%
$48.061M
275,580 shares@ $174.41 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.84%
4.69%
$9.95M
39,207 shares@ $253.8 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -0.51%
3.34%
$7.093M
19,161 shares@ $370.18 avg price
LLY
Eli Lilly & Co
Recent Activity
Decreased -0.27%
3.18%
$6.751M
7,340 shares@ $919.78 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -1.08%
2.95%
$6.25M
30,010 shares@ $208.28 avg price
IGM
Ishares Expanded Tech Sector
Recent Activity
Decreased -1.06%
2.93%
$6.223M
52,508 shares@ $118.52 avg price
MA
Mastercard Inc - A
Recent Activity
Decreased -0.23%
2.47%
$5.243M
10,492 shares@ $499.68 avg price
V
Visa Inc-class A Shares
Recent Activity
Increased 3.45%
2.46%
$5.214M
17,250 shares@ $302.26 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -1.23%
2.44%
$5.173M
17,990 shares@ $287.57 avg price
ISRG
Intuitive Surgical Inc
Recent Activity
Decreased -0.26%
2.04%
$4.333M
9,399 shares@ $460.99 avg price

1-10 of 123