Aft, Forsyth & Sober as of March 31, 2026
Portfolio Holdings for Aft, Forsyth & Sober
Aft, Forsyth & Sober holds 62 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 11.8 | $39M | 67k | 577.18 | |
| NVIDIA Corporation (NVDA) | 10.2 | $33M | 191k | 174.40 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 9.8 | $32M | 49k | 650.34 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 5.1 | $17M | 87k | 191.92 | |
| First Tr Exchange Traded Smid Risng Etf (SDVY) | 4.0 | $13M | 330k | 39.43 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 3.0 | $10M | 147k | 67.53 | |
| Ishares Tr S&p 100 Etf (OEF) | 2.8 | $9.2M | 29k | 318.07 | |
| Apple (AAPL) | 2.5 | $8.3M | 33k | 253.79 | |
| Microsoft Corporation (MSFT) | 2.5 | $8.1M | 22k | 370.17 | |
| Palantir Technologies Cl A (PLTR) | 2.4 | $7.8M | 53k | 146.28 | |
| Broadcom (AVGO) | 2.1 | $7.0M | 23k | 309.51 | |
| Meta Platforms Cl A (META) | 2.0 | $6.4M | 11k | 572.13 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 1.8 | $6.1M | 49k | 124.31 | |
| Kla Corp Com New (KLAC) | 1.8 | $5.8M | 4.0k | 1472.41 | |
| Arista Networks Com Shs (ANET) | 1.6 | $5.3M | 44k | 122.78 | |
| Goldman Sachs (GS) | 1.6 | $5.3M | 6.3k | 845.99 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.6 | $5.3M | 18k | 287.56 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 1.5 | $5.0M | 13k | 383.40 | |
| McKesson Corporation (MCK) | 1.5 | $4.8M | 5.5k | 865.36 | |
| Hca Holdings (HCA) | 1.4 | $4.6M | 9.8k | 473.24 | |
| Exxon Mobil Corporation (XOM) | 1.4 | $4.5M | 27k | 169.66 | |
| First Trust S&P REIT Index Fund (FRI) | 1.3 | $4.4M | 154k | 28.46 | |
| Oracle Corporation (ORCL) | 1.3 | $4.2M | 29k | 147.11 | |
| Pacer Fds Tr Trendpilot 100 (PTNQ) | 1.3 | $4.1M | 57k | 72.96 | |
| Wells Fargo & Company (WFC) | 1.2 | $4.1M | 51k | 79.61 | |
| Netflix (NFLX) | 1.2 | $4.0M | 42k | 96.15 | |
| JPMorgan Chase & Co. (JPM) | 1.2 | $4.0M | 14k | 294.16 | |
| ConocoPhillips (COP) | 1.1 | $3.6M | 28k | 132.00 | |
| Pacer Fds Tr Trendp Us Lar Cp (PTLC) | 1.1 | $3.6M | 69k | 52.46 | |
| Select Sector Spdr Tr State Street Ene (XLE) | 1.0 | $3.4M | 55k | 61.26 | |
| Amazon (AMZN) | 1.0 | $3.2M | 15k | 208.27 | |
| Palo Alto Networks (PANW) | 0.9 | $3.1M | 19k | 160.32 | |
| Nrg Energy Com New (NRG) | 0.9 | $3.1M | 21k | 146.14 | |
| Eli Lilly & Co. (LLY) | 0.9 | $3.0M | 3.3k | 919.77 | |
| Costco Wholesale Corporation (COST) | 0.9 | $2.8M | 2.8k | 996.43 | |
| Chevron Corporation (CVX) | 0.8 | $2.8M | 13k | 206.90 | |
| Servicenow (NOW) | 0.8 | $2.7M | 26k | 104.55 | |
| Morgan Stanley Com New (MS) | 0.8 | $2.6M | 16k | 164.57 | |
| Fortinet (FTNT) | 0.7 | $2.4M | 30k | 81.72 | |
| Raymond James Financial (RJF) | 0.7 | $2.4M | 17k | 144.79 | |
| Advanced Micro Devices (AMD) | 0.7 | $2.4M | 12k | 203.43 | |
| Blackrock (BLK) | 0.5 | $1.8M | 1.9k | 961.71 | |
| Vaneck Etf Trust Uranium And Nucl (NLR) | 0.5 | $1.7M | 13k | 133.19 | |
| Cme (CME) | 0.5 | $1.6M | 5.6k | 295.35 | |
| Moody's Corporation (MCO) | 0.5 | $1.6M | 3.7k | 436.25 | |
| Marvell Technology (MRVL) | 0.5 | $1.6M | 16k | 99.05 | |
| Mastercard Incorporated Cl A (MA) | 0.5 | $1.6M | 3.2k | 499.66 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.5 | $1.5M | 11k | 142.43 | |
| Visa Com Cl A (V) | 0.5 | $1.5M | 5.1k | 302.24 | |
| Sherwin-Williams Company (SHW) | 0.4 | $1.4M | 4.4k | 320.55 | |
| State Street Corporation (STT) | 0.4 | $1.4M | 11k | 126.56 | |
| Home Depot (HD) | 0.4 | $1.3M | 3.9k | 328.89 | |
| Snowflake Com Shs (SNOW) | 0.3 | $1.1M | 7.5k | 150.82 | |
| Ionq Inc Pipe (IONQ) | 0.3 | $1.1M | 37k | 28.83 | |
| Bank of America Corporation (BAC) | 0.3 | $1.0M | 21k | 48.75 | |
| SLB Com Stk (SLB) | 0.3 | $1.0M | 20k | 51.39 | |
| Boeing Company (BA) | 0.3 | $1.0M | 5.2k | 199.03 | |
| Constellation Energy (CEG) | 0.3 | $838k | 3.0k | 279.25 | |
| First Tr Exchange-traded Nasdaq-100 Sel (QQEW) | 0.2 | $587k | 4.6k | 126.97 | |
| Kkr & Co (KKR) | 0.1 | $435k | 4.7k | 92.50 | |
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $299k | 2.6k | 114.99 | |
| Ishares Tr U.s. Real Es Etf (IYR) | 0.1 | $232k | 2.5k | 94.56 |