Aft, Forsyth & Sober, LLC
Aft, Forsyth & Sober, LLC reported 60 holdings worth US$320M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Aft, Forsyth & Sober, LLC reported 60 holdings worth US$320M as of Jun 30, 2026. Largest: Nvidia Corporation, Apple Inc and Microsoft Corp. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 60
- Value as reported
- US$320M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 191K | US$33.3M | 10.4% |
| Apple Inc | 32,600 | US$8.27M | 2.6% |
| Microsoft Corp. | 21,950 | US$8.13M | 2.5% |
| Palantir Technologies Inc. | 53,000 | US$7.75M | 2.4% |
| Meta Platforms, Inc. | 11,250 | US$6.44M | 2.0% |
| Kla Corporation | 3,950 | US$5.82M | 1.8% |
| Arista Networks, Inc. | 43,500 | US$5.34M | 1.7% |
| Goldman Sachs Group, Inc. (the) | 6,275 | US$5.31M | 1.7% |
| Alphabet Inc (google) Class C | 18,300 | US$5.26M | 1.6% |
| Mckesson Corporation | 5,500 | US$4.76M | 1.5% |
| Hca Healthcare, Inc. | 9,750 | US$4.61M | 1.4% |
| Exxon Mobil Corporation | 26,600 | US$4.51M | 1.4% |
| Oracle Corporation | 28,700 | US$4.22M | 1.3% |
| Wells Fargo & Company | 51,200 | US$4.08M | 1.3% |
| Netflix, Inc. | 42,000 | US$4.04M | 1.3% |
| Jp Morgan Chase & Co. | 13,600 | US$4M | 1.3% |
| Conocophillips | 27,450 | US$3.62M | 1.1% |
| Amazon.com, Inc. | 15,250 | US$3.18M | 0.99% |
| Palo Alto Networks, Inc. | 19,250 | US$3.09M | 0.96% |
| Nrg Energy, Inc. | 20,900 | US$3.05M | 0.95% |
| Eli Lilly And Company | 3,250 | US$2.99M | 0.93% |
| Costco Wholesale Corporation | 2,800 | US$2.79M | 0.87% |
| Chevron Corporation | 13,300 | US$2.75M | 0.86% |
| Servicenow, Inc. | 25,500 | US$2.67M | 0.83% |
| Morgan Stanley | 15,500 | US$2.55M | 0.80% |
| Fortinet, Inc. | 29,750 | US$2.43M | 0.76% |
| Raymond James Financial, Inc. | 16,500 | US$2.39M | 0.75% |
| Advanced Micro Devices Inc | 11,700 | US$2.38M | 0.74% |
| Ge Vernova Inc. | 2,100 | US$1.83M | 0.57% |
| Cme Group Inc. | 5,550 | US$1.64M | 0.51% |
| Moody's Corporation | 3,725 | US$1.63M | 0.51% |
| Marvell Technology, Inc. | 16,200 | US$1.6M | 0.50% |
| Mastercard Incorporated | 3,175 | US$1.59M | 0.50% |
| Visa Inc. | 5,100 | US$1.54M | 0.48% |
| Sherwin-williams Company (the) | 4,375 | US$1.4M | 0.44% |
| State Street Corporation | 10,750 | US$1.36M | 0.43% |
| Home Depot, Inc. (the) | 3,850 | US$1.27M | 0.40% |
| Snowflake Inc. | 7,500 | US$1.13M | 0.35% |
| Ionq, Inc. | 36,500 | US$1.05M | 0.33% |
| Bank Of America Corporation | 21,440 | US$1.05M | 0.33% |
| Boeing Company (the) | 5,150 | US$1.03M | 0.32% |
| Kkr & Co. Inc. | 4,700 | US$435K | 0.14% |
| Blackstone Inc. | 2,600 | US$299K | 0.09% |
| Blackrock, Inc. | 0 | US$0 | 0.00% |
| Broadcom Inc. | 0 | US$0 | 0.00% |
| Constellation Energy Corporation | 0 | US$0 | 0.00% |
Source
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