AFT, FORSYTH & COMPANY, INC.
All 13F Filings
- Location
- Jupiter, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 207,889
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/14/2026 | 108 | 207,889 | 13F-HR | AFT, FORSYTH & COMPANY, INC. |
| Q1 2026 | 5/14/2026 | 123 | 212,427 | 13F-HR | AFT, FORSYTH & COMPANY, INC. |
| Q4 2025 | 2/13/2026 | 128 | 231,750 | 13F-HR | AFT, FORSYTH & COMPANY, INC. |
| Q3 2025 | 11/7/2025 | 116 | 208,754 | 13F-HR | AFT, FORSYTH & COMPANY, INC. |
| Q2 2025 | 8/14/2025 | 113 | 195,210 | 13F-HR | AFT, FORSYTH & COMPANY, INC. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 158.8 K | 76.4% | 0 | 5.627 K | -5.627 K |
| ETFs | 49.1 K | 23.6% | 1.088 K | 0 | 1.088 K |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
207,889
Holdings
108
QoQ value change ($000)
-4,538
(-2.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.