AFT, FORSYTH & COMPANY, INC.

Q3 2026 13F-HR Holdings

Location
Jupiter, FL
Holdings as of
9/30/2026
Date filed
11/13/2026
Form type
13F-HR
Num holdings
122
Total value ($000)
$239,087
Net value change ($000)
+31,198 (15.0%)
New positions
16
Sold out positions
2
Turnover %
12.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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 7,083 13.8%
MA 5,469 NEW
AVGO 3,400 NEW
ANET 2,653 NEW
MSFT 2,441 37.6%
TMO 2,321 NEW
BLK 2,241 NEW
DELL 2,149 NEW
BRK-B 1,879 NEW
AAPL 1,639 15.5%
Top Reduces (Value $000, Stocks/ETFs)
ARM -5,002 -100.0%
IJR -380 -9.5%
HD -375 -19.8%
LLY -276 -3.5%
TER -273 -17.1%
IWM -227 -17.7%
SHW -212 -100.0%
GS -186 -10.9%
IJH -185 -9.0%
GOOGL -174 -2.9%
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