Aft, Forsyth & Sober, LLC

CIK: 0001566801Latest portfolio: $330.1M · Q4 2025

Holdings

58

Total Value

$330.1M

New Positions

58

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
NDQINVESCO QQQ TR
67,125$41.2M12.49%NEW
2
NVDANVIDIA CORPORATION
191,125$35.6M10.80%NEW
3
SPYSPDR S&P 500 ETF TR
49,400$33.7M10.20%NEW
4
RSPINVESCO EXCHANGE TRADED FD T
95,300$18.3M5.53%NEW
5
SDVYFIRST TR EXCHANGE-TRADED FD
329,600$12.6M3.83%NEW
6
MSFTMICROSOFT CORP
21,950$10.6M3.22%NEW
7
OEFISHARES TR
29,450$10.1M3.06%NEW
8
IJHISHARES TR
148,125$9.8M2.96%NEW
9
PLTRPALANTIR TECHNOLOGIES INC
53,000$9.4M2.85%NEW
10
AAPLAPPLE INC
32,600$8.9M2.68%NEW
11
METAMETA PLATFORMS INC
11,250$7.4M2.25%NEW
12
IJRISHARES TR
48,675$5.8M1.77%NEW
13
GOOGLALPHABET INC
18,300$5.7M1.73%NEW
14
ANETARISTA NETWORKS INC
43,500$5.7M1.73%NEW
15
ORCLORACLE CORP
28,700$5.6M1.69%NEW
16
GSGOLDMAN SACHS GROUP INC
6,275$5.5M1.67%NEW
17
KLACKLA CORP
3,950$4.8M1.45%NEW
18
WFCWELLS FARGO CO NEW
51,200$4.8M1.45%NEW
19
SMHVANECK ETF TRUST
13,000$4.7M1.42%NEW
20
HCAHCA HEALTHCARE INC
9,750$4.6M1.38%NEW
21
MCKMCKESSON CORP
5,500$4.5M1.37%NEW
22
PTNQPACER FDS TR
56,625$4.5M1.35%NEW
23
JPMJPMORGAN CHASE & CO.
13,600$4.4M1.33%NEW
24
FRIFIRST TR EXCHANGE-TRADED FD
159,450$4.4M1.32%NEW
25
NOWSERVICENOW INC
26,000$4.0M1.21%NEW

Quarterly Changes

New Positions

Closed Positions

No closed positions this quarter

Sector Breakdown

Financial Services0.0% ($3.368618255126301e+101T)
Technology0.0% ($3.5644106159420887e+40T)
Energy0.0% ($320125.9T)
Unknown0.0% ($4123.5T)
Healthcare0.0% ($455.1T)
Communication Services0.0% ($74.3B)
Consumer Cyclical0.0% ($35.8B)
Consumer Defensive0.0% ($2.4M)
Basic Materials0.0% ($1.4M)
Utilities0.0% ($1.4M)
Industrials0.0% ($1.1M)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 13, 2026$330.1M58
Q3 2025Nov 5, 2025$322.5B0
Q2 2025Aug 14, 2025$296.8B62
Q1 2025May 12, 2025$286.8B70
Q4 2024Feb 14, 2025$308.3B77

Fund Information

CIK0001566801
Most Recent FilingFeb 13, 2026
Number of Filings5

Aft, Forsyth & Sober, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $330.1M across 58 holdings. The largest position is INVESCO QQQ TR (NDQ), representing 12.5% of the portfolio. Compared to the previous quarter, the fund opened 58 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.