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Portfolio (Quarterly) Guide ↗

Aft, Forsyth & Sober, LLC

· CIK 0001566801
13F Portfolio $328M AUM 62 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 12 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 GEV GE VERNOVA INC Utilities 2,100 $1.4M 0.42% SOLD
2 IBIT ISHARES BITCOIN TRUST ETF Financial Services 6,000 $298K 0.09% SOLD
Sector Allocation
Financial Services 40.9%
Technology 37.3%
Communication Services 6.4%
Healthcare 5.0%
Energy 4.9%
Consumer Cyclical 1.8%
Utilities 1.6%
Consumer Defensive 1.1%
Basic Materials 0.6%
Industrials 0.4%