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Larry N. Aft

Aft, Forsyth & Sober, Llc

Assets Managed
$327.785M
Holdings
62
Last Quarter
2026 - Q1
Filed Date
1mo 16d ago
Growth Rate
-0.71%(2Q avg: 0.83%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Aft, Forsyth & Sober, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 62 positions.

Assets under management

The assets under management (AUM) of Aft, Forsyth & Sober, Llc 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 327.785M in assets, with a quarterly growth rate of -0.71% and a 2-quarter average growth rate of 0.83%. The portfolio is managed by Larry N. Aft, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
QQQ
Invesco Qqq Trust Series 1
Recent Activity
11.82%
$38.743M
67,125 shares@ $577.19 avg price
NVDA
Nvidia Corp
Recent Activity
10.17%
$33.332M
191,125 shares@ $174.4 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
9.81%
$32.127M
49,400 shares@ $650.34 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Decreased -8.39%
5.12%
$16.755M
87,300 shares@ $191.92 avg price
SDVY
First Trust Smid Cap Rising
Recent Activity
3.97%
$12.996M
329,600 shares@ $39.43 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Decreased -0.5%
3.04%
$9.952M
147,375 shares@ $67.54 avg price
OEF
Ishares S&p 100 Etf
Recent Activity
Decreased -2.2%
2.8%
$9.16M
28,800 shares@ $318.07 avg price
AAPL
Apple Inc
Recent Activity
2.53%
$8.274M
32,600 shares@ $253.79 avg price
MSFT
Microsoft Corp
Recent Activity
2.48%
$8.125M
21,950 shares@ $370.18 avg price
PLTR
Palantir Technologies Inc-a
Recent Activity
2.37%
$7.753M
53,000 shares@ $146.28 avg price

1-10 of 62