AFT, FORSYTH & COMPANY, INC.
SEC Form 13F institutional filer · CIK 0001512073
13F-HR · 74 reported holdings · 2026-03-31
Reported long-US-equity value
$0.19B
Top-10 concentration
60.0%
AFT, FORSYTH & COMPANY, INC. — $189M AUM allocation strategy
AFT, FORSYTH & COMPANY, INC. files SEC Form 13F and reports $189M of long US equity value across 74 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 38.4%, followed by Financials 12.1% and Health Care 5.8%.
The top 10 holdings account for 60% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
AFT, FORSYTH & COMPANY, INC. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$189M
total across 74 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
60% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$CSCO +1.8K sh · +$147K+$DELL +630 sh · +$193K+$V +575 sh · −$634K
Biggest trims (shares)
−$IVZ −1.77K sh · −$39.2K−$IVV −1.16K sh · +$206K−$NVDA −927 sh · −$3.51M
Exited to nil (held last quarter, gone now)
$TMO ($2.17M last qtr)$APO ($507K last qtr)$IT ($227K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors27.1%—
- Systems Software6.1%—
- Transaction & Payment Processing Services5.5%—
- Technology Hardware, Storage & Peripherals5.3%—
- Interactive Media & Services4.1%—
- Pharmaceuticals3.6%—
- Broadline Retail3.3%—
- Financial Exchanges & Data2.7%—
- Other holdings42.3%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 276K | $48.1M | -927 | 25.4% |
| $AAPL | Apple Inc | 39.2K | $9.95M | -333 | 5.3% |
| $MSFT | Microsoft Corporation | 19.2K | $7.09M | -100 | 3.7% |
| $LLY | Eli Lilly and Company | 7.34K | $6.75M | -20 | 3.6% |
| $AMZN | Amazon.com Inc | 30K | $6.25M | -328 | 3.3% |
| $MA | Mastercard Incorporated | 10.5K | $5.24M | -25 | 2.8% |
| $V | Visa Inc | 17.3K | $5.21M | +575 | 2.8% |
| $SPGI | S&P Global Inc | 43.3K | $5.21M | -332 | 2.8% |
…and 66 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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