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Aft, Forsyth & Sober, LLC

Portfolio Manager
Aft, Forsyth & Sober, LLC
Performance
-5.61% (2026 Q1)
AUM (13F)
$327.79M
# of Holdings
62
Performance Rank
Allocation (Top 20)
71.01%

Aft, Forsyth & Sober, LLC Holdings Map

Top 50 Aft, Forsyth & Sober, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
QQQ
INVESCO QQQ TR
11.82%67.1K$38.7M
+0.00%(+0)
2025-Q1: 66.6K shares2025-Q2: 67.1K shares2025-Q3: 67.1K shares2025-Q4: 67.1K shares2026-Q1: 67.1K shares
$328.78(+118.93%)
2026-03-31
NVDA
NVIDIA CORPORATION
10.17%191.1K$33.3M
+0.00%(+0)
2025-Q1: 169.0K shares2025-Q2: 170.2K shares2025-Q3: 191.1K shares2025-Q4: 191.1K shares2026-Q1: 191.1K shares
$105.63(+123.18%)
2026-03-31
SPY
STATE STR SPDR S&P 500 ETF T
9.8%49.4K$32.1M
+0.00%(+0)
2025-Q1: 49.0K shares2025-Q2: 49.4K shares2025-Q3: 49.4K shares2025-Q4: 49.4K shares2026-Q1: 49.4K shares
$388.08(+92.79%)
2026-03-31
RSP
INVESCO EXCHANGE TRADED FD T
5.11%87.3K$16.8M
-8.39%(-8.00K)
2025-Q1: 94.3K shares2025-Q2: 95.3K shares2025-Q3: 95.3K shares2025-Q4: 95.3K shares2026-Q1: 87.3K shares
$132.60(+53.59%)
2026-03-31
SDVY
FIRST TR EXCHANGE TRADED FD
3.96%329.6K$13.0M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 329.6K shares2026-Q1: 329.6K shares
$34.84(+18.58%)
2026-03-31
IJH
ISHARES TR
3.04%147.4K$10.0M
-0.51%(-750)
2025-Q1: 163.1K shares2025-Q2: 163.6K shares2025-Q3: 148.1K shares2025-Q4: 148.1K shares2026-Q1: 147.4K shares
$47.57(+54.37%)
2026-03-31
OEF
ISHARES TR
2.79%28.8K$9.2M
-2.21%(-650)
2025-Q1: 28.4K shares2025-Q2: 29.4K shares2025-Q3: 29.4K shares2025-Q4: 29.4K shares2026-Q1: 28.8K shares
$280.08(+33.50%)
2026-03-31
AAPL
APPLE INC
2.52%32.6K$8.3M
+0.00%(+0)
2025-Q1: 32.4K shares2025-Q2: 32.5K shares2025-Q3: 32.6K shares2025-Q4: 32.6K shares2026-Q1: 32.6K shares
$154.97(+92.44%)
2026-03-31
MSFT
MICROSOFT CORP
2.48%21.9K$8.1M
+0.00%(+0)
2025-Q1: 21.2K shares2025-Q2: 21.4K shares2025-Q3: 21.9K shares2025-Q4: 21.9K shares2026-Q1: 21.9K shares
$338.22(+21.05%)
2026-03-31
PLTR
PALANTIR TECHNOLOGIES INC
2.37%53.0K$7.8M
+0.00%(+0)
2025-Q1: 40.3K shares2025-Q2: 41.4K shares2025-Q3: 53.0K shares2025-Q4: 53.0K shares2026-Q1: 53.0K shares
$98.06(+36.38%)
2026-03-31

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