StockDriftsStockDriftsTop 50 Aft Forsyth & Company INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 24.61% | 255.6K | $51.2M | -7.24%(-19.94K) | $9.47(+2286.13%) | 2026-06-30 | |
| AAPL | APPLE INC | 5.07% | 36.4K | $10.5M | -7.09%(-2.78K) | $53.47(+471.12%) | 2026-06-30 | |
| IGM | ISHARES TR | 4.05% | 51.5K | $8.4M | -1.86%(-977) | $30.35(+442.65%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 3.77% | 6.5K | $7.8M | -10.97%(-805) | $238.53(+394.44%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.16% | 27.5K | $6.6M | -8.25%(-2.48K) | $81.30(+222.93%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.12% | 17.4K | $6.5M | -9.12%(-1.75K) | $115.81(+319.73%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.91% | 16.9K | $6.1M | -5.78%(-1.04K) | $83.98(+310.48%) | 2026-06-30 | |
| V | VISA INC | 2.69% | 16.3K | $5.6M | -5.57%(-960) | $84.40(+328.84%) | 2026-06-30 | |
| ARM | ARM HOLDINGS PLC | 2.41% | 14.1K | $5.0M | -8.47%(-1.30K) | $111.06(+151.12%) | 2026-06-30 | |
| PANW | PALO ALTO NETWORKS INC | 2.21% | 13.5K | $4.6M | -5.79%(-830) | $67.08(+463.77%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +29.63% | +117.82% | +17.99% | +128.71% |
| Top 20 Holdings Unweighted | +20.16% | +73.47% | +10.73% | +66.48% |
Aft Forsyth & Company INC reports $207.89M in US-listed equity holdings across 108 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (24.6%), AAPL (5.1%) and IGM (4.0%). The top 20 holdings account for 67.63% of reported assets. Its disclosed equity book has returned +117.82% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Aft Forsyth & Company INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1512073). View Aft Forsyth & Company INC’s 13F filings on SEC