AFT, FORSYTH & COMPANY, INC.

Q2 2026 13F-HR Holdings

Location
Jupiter, FL
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
108
Total value ($000)
$207,889
Net value change ($000)
-4,538 (-2.1%)
New positions
3
Sold out positions
18
Turnover %
9.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NVDA 3,090 6.4%
ARM 2,670 114.5%
PANW 2,306 100.4%
IGM 2,207 35.5%
LLY 1,087 16.1%
GOOGL 885 17.1%
CRWD 650 59.4%
TER 618 63.1%
AAPL 591 5.9%
ASML 560 50.6%
Top Reduces (Value $000, Stocks/ETFs)
MA -5,243 -100.0%
AVGO -3,272 -100.0%
BLK -2,193 -100.0%
ANET -1,633 -100.0%
CAT -1,286 -100.0%
QQQ -982 -100.0%
LRCX -978 -100.0%
ISRG -814 -18.8%
MSFT -597 -8.4%
LMT -518 -25.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type