Aft, Forsyth & Company, INC. 13F Filing History & Holdings

CIK: 0001512073

Diversified strategySector-focusedMomentum follower

Total reported value

$212.4M

Reporting period: 2026-03-31 · Number of holdings: 123

AFT, FORSYTH & COMPANY, INC. disclosed 123 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $212.4M and a quarterly turnover rate of 13.6%.

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Personality snowflake

Concentration: 25.36
Portfolio Stability: 13.58
Momentum/Contrarian: 100
Sector conviction: 100
Diversification: 100
Sizing Uniformity: 73.82

Aft, Forsyth & Company, INC.'s disclosed holdings carry a Herfindahl concentration index of 0.063 — mathematically equivalent to about 16 equally-sized positions, well below its 123 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.

Position sizes vary widely across the portfolio (a coefficient of variation of 2.62), with a handful of outsized bets alongside many smaller positions.

No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.

Recent moves

Trim MSFT
-0.5%　-$2.2M
Add ARM
+0.4%　$654.0K
Add NVDA
-0.3%　-$3.5M
Trim NOW
-1.4%　-$1.0M
Add COST
0.0%　$469.7K
Trim CRM
-0.6%　-$802.7K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	NVDA	Nvidia CORP	Stock-Tech	22.62%	+0.37%	-0.34%
2	AAPL	Apple INC	Stock-Tech	4.68%	+0.04%	-0.84%
3	MSFT	Microsoft CORP	Stock-Tech	3.34%	-0.68%	-0.52%
4	LLY	Eli Lilly & Co	Stock-Healthcare	3.18%	-0.23%	-0.27%
5	AMZN	Amazon.com INC	Stock-Consumer Disc	2.94%	-0.08%	-1.08%
6	IGM	Ishares Expanded Tech Sector	ETF-Tech	2.93%	-0.03%	-1.06%
7	MA	Mastercard INC - A	Stock-Financials	2.47%	-0.12%	-0.24%
8	V	Visa Inc-class A Shares	Stock-Financials	2.45%	-0.07%	+3.45%
9	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	2.44%	-0.02%	-1.24%
10	ISRG	Intuitive Surgical INC	Stock-Healthcare	2.04%	-0.26%	-0.27%
11	JPM	Jpmorgan Chase & Co	Stock-Financials	1.70%	-0.02%	-0.85%
12	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	1.66%	—	-0.59%
13	COST	Costco Wholesale CORP	Stock-Consumer Staples	1.64%	+0.34%	—
14	IWR	Ishares Russell Mid-cap ETF	ETF-Other	1.59%	—	-0.56%
15	AVGO	Broadcom INC	Stock-Tech	1.54%	-0.04%	-0.38%
16	META	Meta Platforms Inc-class A	Stock-Comm Services	1.23%	-0.07%	-0.44%
17	ARM	Arm Holdings Plc-adr	Stock-Tech	1.10%	+0.38%	+0.42%
18	PANW	Palo Alto Networks INC	Stock-Tech	1.08%	-0.06%	—
19	BLK	Blackrock INC	Stock-Financials	1.03%	-0.03%	-1.08%
20	IJK	Ishares S&p Mid-cap 400 Grow	ETF-Other	1.00%	—	+0.01%
21	NOW	Servicenow INC	Stock-Tech	0.99%	-0.36%	-1.39%
22	IWF	Ishares Russell 1000 Growth	ETF-Other	0.95%	-0.02%	+0.02%
23	LMT	Lockheed Martin CORP	Stock-Industrials	0.94%	+0.26%	+1.53%
24	HD	Home Depot INC	Stock-Consumer Disc	0.92%	—	—
25	IYF	Ishares US Financials ETF	ETF-Other	0.90%	-0.02%	-1.15%
26	JNJ	Johnson & Johnson	Stock-Healthcare	0.90%	+0.20%	—
27	HDV	Ishares Core High Dividend E	ETF-Other	0.88%	+0.15%	-1.26%
28	CRM	Salesforce INC	Stock-Tech	0.88%	-0.28%	-0.64%
29	MELI	Mercadolibre INC	Stock-Consumer Disc	0.87%	-0.06%	+0.47%
30	IJH	Ishares Core S&p Midcap ETF	ETF-Other	0.87%	—	-2.59%
31	IJT	Ishares S&p Small-cap 600 Gr	ETF-Other	0.80%	—	-0.31%
32	GS	Goldman Sachs Group INC	Stock-Financials	0.77%	—	+3.49%
33	ANET	Arista Networks INC	Stock-Tech	0.77%	—	-0.48%
34	GOOG	Alphabet Inc-cl C	Stock-Comm Services	0.76%	—	—
35	IWO	Ishares Russell 2000 Growth	ETF-Small Cap	0.65%	—	-0.59%
36	IJJ	Ishares S&p Mid-cap 400 Valu	ETF-Other	0.65%	—	-2.78%
37	ABBV	Abbvie INC	Stock-Healthcare	0.65%	—	—
38	AMGN	Amgen INC	Stock-Healthcare	0.64%	—	-0.64%
39	C	Citigroup INC	Stock-Financials	0.64%	—	—
40	JEPQ	JPM Nasdaq Equity Premium	ETF-Tech	0.63%	—	+6.49%
41	CAT	Caterpillar INC	Stock-Industrials	0.61%	+0.20%	—
42	ORCL	Oracle CORP	Stock-Tech	0.54%	-0.12%	-0.95%
43	IGV	Ishares Expanded Tech-softwa	ETF-Tech	0.53%	-0.11%	+0.60%
44	ASML	ASML Holding N.V.	Stock-Tech	0.52%	+0.13%	—
45	SO	Southern Co/the	Stock-Utilities	0.52%	—	—
46	CSCO	Cisco Systems INC	Stock-Tech	0.52%	+0.11%	+14.58%
47	CRWD	Crowdstrike Holdings INC - A	Stock-Tech	0.52%	-0.05%	-1.06%
48	IWM	Ishares Russell 2000 ETF	ETF-Small Cap	0.50%	—	-0.58%
49	IWP	Ishares Russell Mid-cap Grow	ETF-Other	0.48%	—	—
50	ADBE	Adobe INC	Stock-Tech	0.47%	-0.19%	-7.38%

1–50 of 123

Portfolio Performance

Performance for Q3 2026

+3.4%

Performance Last 4 Quarters

+18%

Based on 80% of reported portfolio value with available pricing

Stdev: +16%
Beta: +1.14
Alpha: -1%
Max Drawdown: -10.9%
Annualized Perf: +20.4%
Batting Avg vs S&P: +55.6%
Sortino: +2.48
Stutzer: +0.37
Treynor: +0.18
Sterling: +1.07
Calmar: +1.87
Information Ratio: +0.24
Tracking Error: +6.2%
Stdev Down: +8%
Winning Months %: +66.7%
Losing Months %: +33.3%
Best 12 Months: +40.1%
Worst 12 Months: +6.3%
Efficiency Ratio: +0.54
Sharpe: +1.25
Stdev Sectors: +16.1%
Skewness: +0.11
Kurtosis: +0.09
Upside Potential: +4.09

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	123	$212.4M	14	1NVDA 2AAPL 3MSFT Top holdings2026-03-31 1.NVDA 2.AAPL 3.MSFT 4.LLY 5.AMZN 6.IGM 7.MA 8.V 9.GOOGL 10.ISRG
2025-12-31	128	$231.8M	17	1NVDA 2AAPL 3MSFT Top holdings2025-12-31 1.NVDA 2.AAPL 3.MSFT 4.LLY 5.AMZN 6.IGM 7.MA 8.V 9.GOOGL 10.ISRG
2025-09-30	116	$208.8M	33	1NVDA 2AAPL 3MSFT Top holdings2025-09-30 1.NVDA 2.AAPL 3.MSFT 4.IGM 5.AMZN 6.V 7.LLY 8.GOOGL 9.ISRG 10.JPM
2025-06-30	113	$195.2M	0	1NVDA 2MSFT 3AAPL Top holdings2025-06-30 1.NVDA 2.MSFT 3.AAPL 4.AMZN 5.IGM 6.V 7.LLY 8.ISRG 9.NOW 10.JPM
2025-03-31	126	$185.6M	100	1NVDA 2AAPL 3MSFT Top holdings2025-03-31 1.NVDA 2.AAPL 3.MSFT 4.LLY 5.V 6.AMZN 7.MA 8.IGM 9.ISRG 10.COST
2024-12-31	126	$203.9M	0	1NVDA 2AAPL 3MSFT Top holdings2024-12-31 1.NVDA 2.AAPL 3.MSFT 4.AMZN 5.LLY 6.MA 7.IGM 8.V 9.ISRG 10.NOW
2024-09-30	131	$202.8M	0	1NVDA 2AAPL 3MSFT Top holdings2024-09-30 1.NVDA 2.AAPL 3.MSFT 4.LLY 5.AMZN 6.IGM 7.MA 8.V 9.ISRG 10.NOW
2024-06-30	136	$204.0M	0	1NVDA 2MSFT 3AAPL Top holdings2024-06-30 1.NVDA 2.MSFT 3.AAPL 4.CMG 5.LLY 6.AMZN 7.IGM 8.MA 9.V 10.ISRG
2024-03-31	137	$175.5M	0	1NVDA 2MSFT 3AAPL Top holdings2024-03-31 1.NVDA 2.MSFT 3.AAPL 4.LLY 5.AMZN 6.MA 7.IGM 8.V 9.ISRG 10.NOW
2023-12-31	135	$158.9M	0	1NVDA 2AAPL 3MSFT Top holdings2023-12-31 1.NVDA 2.AAPL 3.MSFT 4.MA 5.AMZN 6.V 7.IGM 8.LLY 9.IJR 10.ADBE
2023-09-30	127	$136.4M	0	1NVDA 2AAPL 3MSFT Top holdings2023-09-30 1.NVDA 2.AAPL 3.MSFT 4.MA 5.V 6.LLY 7.AMZN 8.IGM 9.IJR 10.ISRG
2023-06-30	133	$141.0M	0	1NVDA 2AAPL 3MSFT Top holdings2023-06-30 1.NVDA 2.AAPL 3.MSFT 4.MA 5.V 6.IGM 7.AMZN 8.LLY 9.ISRG 10.IJR
2023-03-31	135	$129.5M	0	1NVDA 2AAPL 3MSFT Top holdings2023-03-31 1.NVDA 2.AAPL 3.MSFT 4.MA 5.V 6.IGM 7.AMZN 8.IJR 9.ISRG 10.LLY
2022-12-31	133	$117.2M	0	1AAPL 2NVDA 3MSFT Top holdings2022-12-31 1.AAPL 2.NVDA 3.MSFT 4.MA 5.V 6.IJR 7.IGM 8.LLY 9.ISRG 10.AMZN
2022-09-30	128	$112.1M	0	1AAPL 2MSFT 3NVDA Top holdings2022-09-30 1.AAPL 2.MSFT 3.NVDA 4.AMZN 5.MA 6.V 7.IGM 8.IJR 9.LLY 10.HD
2022-06-30	139	$123.9M	0	1AAPL 2NVDA 3MSFT Top holdings2022-06-30 1.AAPL 2.NVDA 3.MSFT 4.MA 5.V 6.AMZN 7.IGM 8.IJR 9.ADBE 10.LLY
2022-03-31	147	$157.0M	0	1NVDA 2AAPL 3MSFT Top holdings2022-03-31 1.NVDA 2.AAPL 3.MSFT 4.AMZN 5.MA 6.V 7.IGM 8.IJR 9.ISRG 10.ADBE
2021-12-31	158	$194.9M	0	1AAPL 2NVDA 3MSFT Top holdings2021-12-31 1.AAPL 2.NVDA 3.MSFT 4.AMZN 5.MA 6.ISRG 7.ADBE 8.IGM 9.V 10.IJR
2021-09-30	155	$186.1M	0	1AAPL 2NVDA 3AMZN Top holdings2021-09-30 1.AAPL 2.NVDA 3.AMZN 4.MSFT 5.MA 6.ADBE 7.V 8.ISRG 9.CRM 10.IGM
2021-06-30	159	$187.3M	94	1AAPL 2NVDA 3AMZN Top holdings2021-06-30 1.AAPL 2.NVDA 3.AMZN 4.MSFT 5.MA 6.ADBE 7.V 8.IGM 9.ISRG 10.IJR
2021-03-31	153	$166.8M	14	1AAPL 2AMZN 3MSFT Top holdings2021-03-31 1.AAPL 2.AMZN 3.MSFT 4.NVDA 5.MA 6.V 7.ADBE 8.IGM 9.IJR 10.CRM
2020-12-31	146	$159.9M	23	1AAPL 2AMZN 3MSFT Top holdings2020-12-31 1.AAPL 2.AMZN 3.MSFT 4.NVDA 5.MA 6.ADBE 7.V 8.IGM 9.CRM 10.IJR
2020-09-30	130	$134.4M	17	1AAPL 2AMZN 3NVDA Top holdings2020-09-30 1.AAPL 2.AMZN 3.NVDA 4.MSFT 5.MA 6.ADBE 7.CRM 8.V 9.IGM 10.HD
2020-06-30	124	$118.6M	23	1AAPL 2AMZN 3MSFT Top holdings2020-06-30 1.AAPL 2.AMZN 3.MSFT 4.MA 5.NVDA 6.ADBE 7.V 8.CRM 9.IGM 10.IJR
2020-03-31	120	$99.4M	35	1AAPL 2AMZN 3MSFT Top holdings2020-03-31 1.AAPL 2.AMZN 3.MSFT 4.MA 5.V 6.NVDA 7.ADBE 8.CRM 9.IGM 10.ISRG
2019-12-31	143	$131.0M	18	1AAPL 2AMZN 3MA Top holdings2019-12-31 1.AAPL 2.AMZN 3.MA 4.MSFT 5.V 6.IJR 7.ADBE 8.NVDA 9.IGM 10.CRM
2019-09-30	137	$121.1M	11	1AMZN 2AAPL 3MA Top holdings2019-09-30 1.AMZN 2.AAPL 3.MA 4.MSFT 5.V 6.SH1USD 7.IJR 8.IGM 9.ADBE 10.CRM
2019-06-30	144	$121.4M	16	1AMZN 2MA 3AAPL Top holdings2019-06-30 1.AMZN 2.MA 3.AAPL 4.MSFT 5.V 6.SH1USD 7.IJR 8.IGM 9.ADBE 10.CRM
2019-03-31	139	$115.4M	20	1AMZN 2AAPL 3MA Top holdings2019-03-31 1.AMZN 2.AAPL 3.MA 4.MSFT 5.V 6.IJR 7.CRM 8.IGM 9.HYD 10.PFF
2018-12-31	135	$100.4M	27	1AMZN 2AAPL 3MA Top holdings2018-12-31 1.AMZN 2.AAPL 3.MA 4.MSFT 5.V 6.IJR 7.HYD 8.PFF 9.JPM 10.FLTR
2018-09-30	138	$120.6M	16	1AMZN 2AAPL 3MA Top holdings2018-09-30 1.AMZN 2.AAPL 3.MA 4.NVDA 5.MSFT 6.PFF 7.V 8.IJR 9.SMHC 10.JPM
2018-06-30	140	$114.0M	25	1AAPL 2AMZN 3PFF Top holdings2018-06-30 1.AAPL 2.AMZN 3.PFF 4.MA 5.IJR 6.NVDA 7.MSFT 8.V 9.SMHC 10.JPM
2018-03-31	138	$107.1M	25	1AMZN 2AAPL 3PFF Top holdings2018-03-31 1.AMZN 2.AAPL 3.PFF 4.V 5.NVDA 6.IJR 7.MA 8.SMHC 9.MSFT 10.JPM
2017-12-31	131	$102.2M	100	1AAPL 2PFF 3IJR Top holdings2017-12-31 1.AAPL 2.PFF 3.IJR 4.AMZN 5.V 6.SMHC 7.MSFT 8.NVDA 9.C 10.JPM
2013-09-30	319	$77.1M	14	1HYG 2SMHC 3PFF Top holdings2013-09-30 1.HYG 2.SMHC 3.PFF 4.LQD 5.IJR 6.73936T 7.MA 8.AAPL 9.IWR 10.SJNK
2013-06-30	299	$70.0M	0	1HYG 2SMHC 3PFF Top holdings2013-06-30 1.HYG 2.SMHC 3.PFF 4.LQD 5.73936T 6.IJR 7.PRIV 8.MUB 9.IWR 10.SJNK

Holding changes this quarter

Aft, Forsyth & Company, INC.'s most significant position changes for 2026-03-31: Sold out: Thermo Fisher Scientific INC (TMO); Sold out: Apollo Global Management INC (APO); New buy: Honeywell International INC (HON); Sold out: Honda Motor Co Ltd-spons Adr (HMC); Sold out: Snowflake INC (SNOW).

Position changes disclosed by Aft, Forsyth & Company, INC. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	ARM	Arm Holdings Plc-adr	+0.4%	+0.42%	Add
2	NVDA	Nvidia CORP	+0.4%	-0.34%	Trim
3	COST	Costco Wholesale CORP	+0.3%	—	Unchanged
4	LMT	Lockheed Martin CORP	+0.3%	+1.53%	Add
5	CAT	Caterpillar INC	+0.2%	—	Unchanged
6	JNJ	Johnson & Johnson	+0.2%	—	Unchanged
7	TER	Teradyne INC	+0.2%	-0.03%	Trim
8	HDV	Ishares Core High Dividend E	+0.2%	-1.26%	Trim
9	ASML	ASML Holding N.V.	+0.1%	—	Unchanged
10	LRCX	Lam Research CORP	+0.1%	-4.68%	Trim
11	CSCO	Cisco Systems INC	+0.1%	+14.58%	Add
12	DELL	Dell Technologies -c	+0.1%	+26.81%	Add
13	AAPL	Apple INC	0%	-0.84%	Trim
14	GOOG	Alphabet Inc-cl C	—	—	Unchanged
15	GOOGL	Alphabet Inc-cl A	0%	-1.24%	Trim
16	JPM	Jpmorgan Chase & Co	0%	-0.85%	Trim
17	IWF	Ishares Russell 1000 Growth	0%	+0.02%	Add
18	IYF	Ishares US Financials ETF	0%	-1.15%	Trim
19	IGM	Ishares Expanded Tech Sector	0%	-1.06%	Trim
20	BLK	Blackrock INC	0%	-1.08%	Trim
21	AVGO	Broadcom INC	0%	-0.38%	Trim
22	ADP	Automatic Data Processing	0%	-3.24%	Trim
23	CRWD	Crowdstrike Holdings INC - A	-0.1%	-1.06%	Trim
24	AXP	American Express Co	-0.1%	—	Unchanged
25	PANW	Palo Alto Networks INC	-0.1%	—	Unchanged
26	MELI	Mercadolibre INC	-0.1%	+0.47%	Add
27	WDAY	Workday Inc-class A	-0.1%	—	Unchanged
28	V	Visa Inc-class A Shares	-0.1%	+3.45%	Add
29	META	Meta Platforms Inc-class A	-0.1%	-0.44%	Trim
30	AMZN	Amazon.com INC	-0.1%	-1.08%	Trim
31	IGV	Ishares Expanded Tech-softwa	-0.1%	+0.60%	Add
32	MA	Mastercard INC - A	-0.1%	-0.24%	Trim
33	ORCL	Oracle CORP	-0.1%	-0.95%	Trim
34	MDB	Mongodb INC	-0.1%	—	Unchanged
35	ADBE	Adobe INC	-0.2%	-7.38%	Trim
36	TEAM	Atlassian Corp-cl A	-0.2%	-3.87%	Trim
37	LLY	Eli Lilly & Co	-0.2%	-0.27%	Trim
38	ISRG	Intuitive Surgical INC	-0.3%	-0.27%	Trim
39	CRM	Salesforce INC	-0.3%	-0.64%	Trim
40	NOW	Servicenow INC	-0.4%	-1.39%	Trim
41	MSFT	Microsoft CORP	-0.7%	-0.52%	Trim
42	TMO	Thermo Fisher Scientific INC	—	EXIT	Sold out
43	APO	Apollo Global Management INC	—	EXIT	Sold out
44	HON	Honeywell International INC	—	NEW	New buy
45	HMC	Honda Motor Co Ltd-spons Adr	—	EXIT	Sold out
46	SNOW	Snowflake INC	—	EXIT	Sold out
47	ZS	Zscaler INC	—	EXIT	Sold out
48	IT	Gartner INC	—	EXIT	Sold out
49	FPEI	First Trust Institutional Pr	—	EXIT	Sold out
50	ITW	Illinois Tool Works	—	NEW	New buy

Filing History

Period	Filed	Type	EDGAR
2026-03-31	2026-05-14	13F-HR	View on EDGAR
2025-12-31	2026-02-13	13F-HR	View on EDGAR
2025-09-30	2025-11-07	13F-HR	View on EDGAR
2025-06-30	2025-08-14	13F-HR	View on EDGAR
2025-03-31	2025-05-12	13F-HR	View on EDGAR
2024-12-31	2025-01-29	13F-HR	View on EDGAR
2024-09-30	2024-11-14	13F-HR	View on EDGAR
2024-06-30	2024-08-13	13F-HR	View on EDGAR
2024-03-31	2024-04-30	13F-HR	View on EDGAR
2023-12-31	2024-02-09	13F-HR	View on EDGAR
2023-09-30	2023-11-07	13F-HR	View on EDGAR
2023-06-30	2023-08-14	13F-HR	View on EDGAR
2023-03-31	2023-05-02	13F-HR	View on EDGAR
2022-12-31	2023-02-13	13F-HR	View on EDGAR
2022-09-30	2022-11-14	13F-HR	View on EDGAR
2022-06-30	2022-07-28	13F-HR	View on EDGAR
2022-03-31	2022-05-10	13F-HR	View on EDGAR
2021-12-31	2022-02-07	13F-HR	View on EDGAR
2021-09-30	2021-11-08	13F-HR	View on EDGAR
2021-06-30	2021-07-15	13F-HR	View on EDGAR
2021-03-31	2021-05-04	13F-HR	View on EDGAR
2020-12-31	2021-02-09	13F-HR	View on EDGAR
2020-09-30	2020-11-05	13F-HR	View on EDGAR
2020-06-30	2020-08-06	13F-HR	View on EDGAR
2020-03-31	2020-05-11	13F-HR	View on EDGAR
2019-12-31	2020-02-10	13F-HR	View on EDGAR
2019-09-30	2019-11-12	13F-HR	View on EDGAR
2019-06-30	2019-07-29	13F-HR	View on EDGAR
2019-03-31	2019-05-08	13F-HR	View on EDGAR
2018-12-31	2019-02-05	13F-HR	View on EDGAR
2018-09-30	2018-10-26	13F-HR	View on EDGAR
2018-06-30	2018-08-14	13F-HR	View on EDGAR
2018-03-31	2018-05-14	13F-HR	View on EDGAR
2017-12-31	2018-02-12	13F-HR	View on EDGAR
2013-09-30	2013-11-08	13F-HR	View on EDGAR
2013-06-30	2013-08-12	13F-HR	View on EDGAR

FAQ

What is Aft, Forsyth & Company, INC. and what type of investor is it?

Aft, Forsyth & Company, INC. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $212.4M, spread across 123 disclosed positions.

What are Aft, Forsyth & Company, INC.'s largest equity positions?

Based on the latest 13F filing, Aft, Forsyth & Company, INC.'s top holdings by market value are: 1. Nvidia CORP (NVDA) — $48.1M (22.6%) 2. Apple INC (AAPL) — $10.0M (4.7%) 3. Microsoft CORP (MSFT) — $7.1M (3.3%) 4. Eli Lilly & Co (LLY) — $6.8M (3.2%) 5. Amazon.com INC (AMZN) — $6.3M (2.9%)

What changes did Aft, Forsyth & Company, INC. make in its most recent portfolio filing?

In the latest reported quarter, Aft, Forsyth & Company, INC. made 41 notable position adjustments: 2 new positions were initiated, 8 existing holdings were added to, 24 positions were partially reduced, and 7 were completely exited. The largest of these moves: Sold out: Thermo Fisher Scientific INC (TMO); Sold out: Apollo Global Management INC (APO); New buy: Honeywell International INC (HON); Sold out: Honda Motor Co Ltd-spons Adr (HMC); Sold out: Snowflake INC (SNOW)

What sectors does Aft, Forsyth & Company, INC. focus on?

Aft, Forsyth & Company, INC. is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 55.2% • Financials: 13.0% • Health Care: 11.3% • Consumer Discretionary: 6.8% • Communication Services: 5.7% • Consumer Staples: 3.5%

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Cooper/haims Advisors, LLC

CIK 0001654033

Total reported value

$212.5M

103 stks

2026-03-31

Concentration26.6

Portfolio Stability9.4

Sector conviction81.1

AUM within 0.0% of this institution

View detail

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Riverpark Capital Management LLC

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Total reported value

$51.7M

36 stks

2025-12-31

Stale — no recent filing

Concentration14.7

Portfolio Stability10.5

Sector conviction66.2

5 of the top 5 holdings overlap, including Apple INC

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Sheaff Brock Investment Advisors, LLC

CIK 0001666789

Total reported value

$1.1B

461 stks

2025-03-31

Stale — no recent filing

Concentration8.7

Portfolio Stability100.0

Sector conviction91.5

5 of the top 5 holdings overlap, including Apple INC

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Fox Hill Wealth Management

CIK 0002016110

Total reported value

$207.9M

117 stks

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Concentration9.5

Portfolio Stability25.6

Sector conviction60.3

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Aft, Forsyth & Company, INC. 13F Filing History & Holdings

CIK: 0001512073

Diversified strategySector-focusedMomentum follower

Total reported value

$212.4M

Reporting period: 2026-03-31 · Number of holdings: 123

AFT, FORSYTH & COMPANY, INC. disclosed 123 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $212.4M and a quarterly turnover rate of 13.6%.

Browse other institutions with $100M to $1B AUM Browse other institutions starting with "A"

Personality snowflake

Concentration: 25.36
Portfolio Stability: 13.58
Momentum/Contrarian: 100
Sector conviction: 100
Diversification: 100
Sizing Uniformity: 73.82

Position sizes vary widely across the portfolio (a coefficient of variation of 2.62), with a handful of outsized bets alongside many smaller positions.

No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.

Recent moves

Trim MSFT
-0.5%　-$2.2M
Add ARM
+0.4%　$654.0K
Add NVDA
-0.3%　-$3.5M
Trim NOW
-1.4%　-$1.0M
Add COST
0.0%　$469.7K
Trim CRM
-0.6%　-$802.7K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	NVDA	Nvidia CORP	Stock-Tech	22.62%	+0.37%	-0.34%
2	AAPL	Apple INC	Stock-Tech	4.68%	+0.04%	-0.84%
3	MSFT	Microsoft CORP	Stock-Tech	3.34%	-0.68%	-0.52%
4	LLY	Eli Lilly & Co	Stock-Healthcare	3.18%	-0.23%	-0.27%
5	AMZN	Amazon.com INC	Stock-Consumer Disc	2.94%	-0.08%	-1.08%
6	IGM	Ishares Expanded Tech Sector	ETF-Tech	2.93%	-0.03%	-1.06%
7	MA	Mastercard INC - A	Stock-Financials	2.47%	-0.12%	-0.24%
8	V	Visa Inc-class A Shares	Stock-Financials	2.45%	-0.07%	+3.45%
9	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	2.44%	-0.02%	-1.24%
10	ISRG	Intuitive Surgical INC	Stock-Healthcare	2.04%	-0.26%	-0.27%
11	JPM	Jpmorgan Chase & Co	Stock-Financials	1.70%	-0.02%	-0.85%
12	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	1.66%	—	-0.59%
13	COST	Costco Wholesale CORP	Stock-Consumer Staples	1.64%	+0.34%	—
14	IWR	Ishares Russell Mid-cap ETF	ETF-Other	1.59%	—	-0.56%
15	AVGO	Broadcom INC	Stock-Tech	1.54%	-0.04%	-0.38%
16	META	Meta Platforms Inc-class A	Stock-Comm Services	1.23%	-0.07%	-0.44%
17	ARM	Arm Holdings Plc-adr	Stock-Tech	1.10%	+0.38%	+0.42%
18	PANW	Palo Alto Networks INC	Stock-Tech	1.08%	-0.06%	—
19	BLK	Blackrock INC	Stock-Financials	1.03%	-0.03%	-1.08%
20	IJK	Ishares S&p Mid-cap 400 Grow	ETF-Other	1.00%	—	+0.01%
21	NOW	Servicenow INC	Stock-Tech	0.99%	-0.36%	-1.39%
22	IWF	Ishares Russell 1000 Growth	ETF-Other	0.95%	-0.02%	+0.02%
23	LMT	Lockheed Martin CORP	Stock-Industrials	0.94%	+0.26%	+1.53%
24	HD	Home Depot INC	Stock-Consumer Disc	0.92%	—	—
25	IYF	Ishares US Financials ETF	ETF-Other	0.90%	-0.02%	-1.15%
26	JNJ	Johnson & Johnson	Stock-Healthcare	0.90%	+0.20%	—
27	HDV	Ishares Core High Dividend E	ETF-Other	0.88%	+0.15%	-1.26%
28	CRM	Salesforce INC	Stock-Tech	0.88%	-0.28%	-0.64%
29	MELI	Mercadolibre INC	Stock-Consumer Disc	0.87%	-0.06%	+0.47%
30	IJH	Ishares Core S&p Midcap ETF	ETF-Other	0.87%	—	-2.59%
31	IJT	Ishares S&p Small-cap 600 Gr	ETF-Other	0.80%	—	-0.31%
32	GS	Goldman Sachs Group INC	Stock-Financials	0.77%	—	+3.49%
33	ANET	Arista Networks INC	Stock-Tech	0.77%	—	-0.48%
34	GOOG	Alphabet Inc-cl C	Stock-Comm Services	0.76%	—	—
35	IWO	Ishares Russell 2000 Growth	ETF-Small Cap	0.65%	—	-0.59%
36	IJJ	Ishares S&p Mid-cap 400 Valu	ETF-Other	0.65%	—	-2.78%
37	ABBV	Abbvie INC	Stock-Healthcare	0.65%	—	—
38	AMGN	Amgen INC	Stock-Healthcare	0.64%	—	-0.64%
39	C	Citigroup INC	Stock-Financials	0.64%	—	—
40	JEPQ	JPM Nasdaq Equity Premium	ETF-Tech	0.63%	—	+6.49%
41	CAT	Caterpillar INC	Stock-Industrials	0.61%	+0.20%	—
42	ORCL	Oracle CORP	Stock-Tech	0.54%	-0.12%	-0.95%
43	IGV	Ishares Expanded Tech-softwa	ETF-Tech	0.53%	-0.11%	+0.60%
44	ASML	ASML Holding N.V.	Stock-Tech	0.52%	+0.13%	—
45	SO	Southern Co/the	Stock-Utilities	0.52%	—	—
46	CSCO	Cisco Systems INC	Stock-Tech	0.52%	+0.11%	+14.58%
47	CRWD	Crowdstrike Holdings INC - A	Stock-Tech	0.52%	-0.05%	-1.06%
48	IWM	Ishares Russell 2000 ETF	ETF-Small Cap	0.50%	—	-0.58%
49	IWP	Ishares Russell Mid-cap Grow	ETF-Other	0.48%	—	—
50	ADBE	Adobe INC	Stock-Tech	0.47%	-0.19%	-7.38%

1–50 of 123

Portfolio Performance

Performance for Q3 2026

+3.4%

Performance Last 4 Quarters

+18%

Based on 80% of reported portfolio value with available pricing

Stdev: +16%
Beta: +1.14
Alpha: -1%
Max Drawdown: -10.9%
Annualized Perf: +20.4%
Batting Avg vs S&P: +55.6%
Sortino: +2.48
Stutzer: +0.37
Treynor: +0.18
Sterling: +1.07
Calmar: +1.87
Information Ratio: +0.24
Tracking Error: +6.2%
Stdev Down: +8%
Winning Months %: +66.7%
Losing Months %: +33.3%
Best 12 Months: +40.1%
Worst 12 Months: +6.3%
Efficiency Ratio: +0.54
Sharpe: +1.25
Stdev Sectors: +16.1%
Skewness: +0.11
Kurtosis: +0.09
Upside Potential: +4.09

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	123	$212.4M	14	1NVDA 2AAPL 3MSFT Top holdings2026-03-31 1.NVDA 2.AAPL 3.MSFT 4.LLY 5.AMZN 6.IGM 7.MA 8.V 9.GOOGL 10.ISRG
2025-12-31	128	$231.8M	17	1NVDA 2AAPL 3MSFT Top holdings2025-12-31 1.NVDA 2.AAPL 3.MSFT 4.LLY 5.AMZN 6.IGM 7.MA 8.V 9.GOOGL 10.ISRG
2025-09-30	116	$208.8M	33	1NVDA 2AAPL 3MSFT Top holdings2025-09-30 1.NVDA 2.AAPL 3.MSFT 4.IGM 5.AMZN 6.V 7.LLY 8.GOOGL 9.ISRG 10.JPM
2025-06-30	113	$195.2M	0	1NVDA 2MSFT 3AAPL Top holdings2025-06-30 1.NVDA 2.MSFT 3.AAPL 4.AMZN 5.IGM 6.V 7.LLY 8.ISRG 9.NOW 10.JPM
2025-03-31	126	$185.6M	100	1NVDA 2AAPL 3MSFT Top holdings2025-03-31 1.NVDA 2.AAPL 3.MSFT 4.LLY 5.V 6.AMZN 7.MA 8.IGM 9.ISRG 10.COST
2024-12-31	126	$203.9M	0	1NVDA 2AAPL 3MSFT Top holdings2024-12-31 1.NVDA 2.AAPL 3.MSFT 4.AMZN 5.LLY 6.MA 7.IGM 8.V 9.ISRG 10.NOW
2024-09-30	131	$202.8M	0	1NVDA 2AAPL 3MSFT Top holdings2024-09-30 1.NVDA 2.AAPL 3.MSFT 4.LLY 5.AMZN 6.IGM 7.MA 8.V 9.ISRG 10.NOW
2024-06-30	136	$204.0M	0	1NVDA 2MSFT 3AAPL Top holdings2024-06-30 1.NVDA 2.MSFT 3.AAPL 4.CMG 5.LLY 6.AMZN 7.IGM 8.MA 9.V 10.ISRG
2024-03-31	137	$175.5M	0	1NVDA 2MSFT 3AAPL Top holdings2024-03-31 1.NVDA 2.MSFT 3.AAPL 4.LLY 5.AMZN 6.MA 7.IGM 8.V 9.ISRG 10.NOW
2023-12-31	135	$158.9M	0	1NVDA 2AAPL 3MSFT Top holdings2023-12-31 1.NVDA 2.AAPL 3.MSFT 4.MA 5.AMZN 6.V 7.IGM 8.LLY 9.IJR 10.ADBE
2023-09-30	127	$136.4M	0	1NVDA 2AAPL 3MSFT Top holdings2023-09-30 1.NVDA 2.AAPL 3.MSFT 4.MA 5.V 6.LLY 7.AMZN 8.IGM 9.IJR 10.ISRG
2023-06-30	133	$141.0M	0	1NVDA 2AAPL 3MSFT Top holdings2023-06-30 1.NVDA 2.AAPL 3.MSFT 4.MA 5.V 6.IGM 7.AMZN 8.LLY 9.ISRG 10.IJR
2023-03-31	135	$129.5M	0	1NVDA 2AAPL 3MSFT Top holdings2023-03-31 1.NVDA 2.AAPL 3.MSFT 4.MA 5.V 6.IGM 7.AMZN 8.IJR 9.ISRG 10.LLY
2022-12-31	133	$117.2M	0	1AAPL 2NVDA 3MSFT Top holdings2022-12-31 1.AAPL 2.NVDA 3.MSFT 4.MA 5.V 6.IJR 7.IGM 8.LLY 9.ISRG 10.AMZN
2022-09-30	128	$112.1M	0	1AAPL 2MSFT 3NVDA Top holdings2022-09-30 1.AAPL 2.MSFT 3.NVDA 4.AMZN 5.MA 6.V 7.IGM 8.IJR 9.LLY 10.HD
2022-06-30	139	$123.9M	0	1AAPL 2NVDA 3MSFT Top holdings2022-06-30 1.AAPL 2.NVDA 3.MSFT 4.MA 5.V 6.AMZN 7.IGM 8.IJR 9.ADBE 10.LLY
2022-03-31	147	$157.0M	0	1NVDA 2AAPL 3MSFT Top holdings2022-03-31 1.NVDA 2.AAPL 3.MSFT 4.AMZN 5.MA 6.V 7.IGM 8.IJR 9.ISRG 10.ADBE
2021-12-31	158	$194.9M	0	1AAPL 2NVDA 3MSFT Top holdings2021-12-31 1.AAPL 2.NVDA 3.MSFT 4.AMZN 5.MA 6.ISRG 7.ADBE 8.IGM 9.V 10.IJR
2021-09-30	155	$186.1M	0	1AAPL 2NVDA 3AMZN Top holdings2021-09-30 1.AAPL 2.NVDA 3.AMZN 4.MSFT 5.MA 6.ADBE 7.V 8.ISRG 9.CRM 10.IGM
2021-06-30	159	$187.3M	94	1AAPL 2NVDA 3AMZN Top holdings2021-06-30 1.AAPL 2.NVDA 3.AMZN 4.MSFT 5.MA 6.ADBE 7.V 8.IGM 9.ISRG 10.IJR
2021-03-31	153	$166.8M	14	1AAPL 2AMZN 3MSFT Top holdings2021-03-31 1.AAPL 2.AMZN 3.MSFT 4.NVDA 5.MA 6.V 7.ADBE 8.IGM 9.IJR 10.CRM
2020-12-31	146	$159.9M	23	1AAPL 2AMZN 3MSFT Top holdings2020-12-31 1.AAPL 2.AMZN 3.MSFT 4.NVDA 5.MA 6.ADBE 7.V 8.IGM 9.CRM 10.IJR
2020-09-30	130	$134.4M	17	1AAPL 2AMZN 3NVDA Top holdings2020-09-30 1.AAPL 2.AMZN 3.NVDA 4.MSFT 5.MA 6.ADBE 7.CRM 8.V 9.IGM 10.HD
2020-06-30	124	$118.6M	23	1AAPL 2AMZN 3MSFT Top holdings2020-06-30 1.AAPL 2.AMZN 3.MSFT 4.MA 5.NVDA 6.ADBE 7.V 8.CRM 9.IGM 10.IJR
2020-03-31	120	$99.4M	35	1AAPL 2AMZN 3MSFT Top holdings2020-03-31 1.AAPL 2.AMZN 3.MSFT 4.MA 5.V 6.NVDA 7.ADBE 8.CRM 9.IGM 10.ISRG
2019-12-31	143	$131.0M	18	1AAPL 2AMZN 3MA Top holdings2019-12-31 1.AAPL 2.AMZN 3.MA 4.MSFT 5.V 6.IJR 7.ADBE 8.NVDA 9.IGM 10.CRM
2019-09-30	137	$121.1M	11	1AMZN 2AAPL 3MA Top holdings2019-09-30 1.AMZN 2.AAPL 3.MA 4.MSFT 5.V 6.SH1USD 7.IJR 8.IGM 9.ADBE 10.CRM
2019-06-30	144	$121.4M	16	1AMZN 2MA 3AAPL Top holdings2019-06-30 1.AMZN 2.MA 3.AAPL 4.MSFT 5.V 6.SH1USD 7.IJR 8.IGM 9.ADBE 10.CRM
2019-03-31	139	$115.4M	20	1AMZN 2AAPL 3MA Top holdings2019-03-31 1.AMZN 2.AAPL 3.MA 4.MSFT 5.V 6.IJR 7.CRM 8.IGM 9.HYD 10.PFF
2018-12-31	135	$100.4M	27	1AMZN 2AAPL 3MA Top holdings2018-12-31 1.AMZN 2.AAPL 3.MA 4.MSFT 5.V 6.IJR 7.HYD 8.PFF 9.JPM 10.FLTR
2018-09-30	138	$120.6M	16	1AMZN 2AAPL 3MA Top holdings2018-09-30 1.AMZN 2.AAPL 3.MA 4.NVDA 5.MSFT 6.PFF 7.V 8.IJR 9.SMHC 10.JPM
2018-06-30	140	$114.0M	25	1AAPL 2AMZN 3PFF Top holdings2018-06-30 1.AAPL 2.AMZN 3.PFF 4.MA 5.IJR 6.NVDA 7.MSFT 8.V 9.SMHC 10.JPM
2018-03-31	138	$107.1M	25	1AMZN 2AAPL 3PFF Top holdings2018-03-31 1.AMZN 2.AAPL 3.PFF 4.V 5.NVDA 6.IJR 7.MA 8.SMHC 9.MSFT 10.JPM
2017-12-31	131	$102.2M	100	1AAPL 2PFF 3IJR Top holdings2017-12-31 1.AAPL 2.PFF 3.IJR 4.AMZN 5.V 6.SMHC 7.MSFT 8.NVDA 9.C 10.JPM
2013-09-30	319	$77.1M	14	1HYG 2SMHC 3PFF Top holdings2013-09-30 1.HYG 2.SMHC 3.PFF 4.LQD 5.IJR 6.73936T 7.MA 8.AAPL 9.IWR 10.SJNK
2013-06-30	299	$70.0M	0	1HYG 2SMHC 3PFF Top holdings2013-06-30 1.HYG 2.SMHC 3.PFF 4.LQD 5.73936T 6.IJR 7.PRIV 8.MUB 9.IWR 10.SJNK

Holding changes this quarter

Position changes disclosed by Aft, Forsyth & Company, INC. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	ARM	Arm Holdings Plc-adr	+0.4%	+0.42%	Add
2	NVDA	Nvidia CORP	+0.4%	-0.34%	Trim
3	COST	Costco Wholesale CORP	+0.3%	—	Unchanged
4	LMT	Lockheed Martin CORP	+0.3%	+1.53%	Add
5	CAT	Caterpillar INC	+0.2%	—	Unchanged
6	JNJ	Johnson & Johnson	+0.2%	—	Unchanged
7	TER	Teradyne INC	+0.2%	-0.03%	Trim
8	HDV	Ishares Core High Dividend E	+0.2%	-1.26%	Trim
9	ASML	ASML Holding N.V.	+0.1%	—	Unchanged
10	LRCX	Lam Research CORP	+0.1%	-4.68%	Trim
11	CSCO	Cisco Systems INC	+0.1%	+14.58%	Add
12	DELL	Dell Technologies -c	+0.1%	+26.81%	Add
13	AAPL	Apple INC	0%	-0.84%	Trim
14	GOOG	Alphabet Inc-cl C	—	—	Unchanged
15	GOOGL	Alphabet Inc-cl A	0%	-1.24%	Trim
16	JPM	Jpmorgan Chase & Co	0%	-0.85%	Trim
17	IWF	Ishares Russell 1000 Growth	0%	+0.02%	Add
18	IYF	Ishares US Financials ETF	0%	-1.15%	Trim
19	IGM	Ishares Expanded Tech Sector	0%	-1.06%	Trim
20	BLK	Blackrock INC	0%	-1.08%	Trim
21	AVGO	Broadcom INC	0%	-0.38%	Trim
22	ADP	Automatic Data Processing	0%	-3.24%	Trim
23	CRWD	Crowdstrike Holdings INC - A	-0.1%	-1.06%	Trim
24	AXP	American Express Co	-0.1%	—	Unchanged
25	PANW	Palo Alto Networks INC	-0.1%	—	Unchanged
26	MELI	Mercadolibre INC	-0.1%	+0.47%	Add
27	WDAY	Workday Inc-class A	-0.1%	—	Unchanged
28	V	Visa Inc-class A Shares	-0.1%	+3.45%	Add
29	META	Meta Platforms Inc-class A	-0.1%	-0.44%	Trim
30	AMZN	Amazon.com INC	-0.1%	-1.08%	Trim
31	IGV	Ishares Expanded Tech-softwa	-0.1%	+0.60%	Add
32	MA	Mastercard INC - A	-0.1%	-0.24%	Trim
33	ORCL	Oracle CORP	-0.1%	-0.95%	Trim
34	MDB	Mongodb INC	-0.1%	—	Unchanged
35	ADBE	Adobe INC	-0.2%	-7.38%	Trim
36	TEAM	Atlassian Corp-cl A	-0.2%	-3.87%	Trim
37	LLY	Eli Lilly & Co	-0.2%	-0.27%	Trim
38	ISRG	Intuitive Surgical INC	-0.3%	-0.27%	Trim
39	CRM	Salesforce INC	-0.3%	-0.64%	Trim
40	NOW	Servicenow INC	-0.4%	-1.39%	Trim
41	MSFT	Microsoft CORP	-0.7%	-0.52%	Trim
42	TMO	Thermo Fisher Scientific INC	—	EXIT	Sold out
43	APO	Apollo Global Management INC	—	EXIT	Sold out
44	HON	Honeywell International INC	—	NEW	New buy
45	HMC	Honda Motor Co Ltd-spons Adr	—	EXIT	Sold out
46	SNOW	Snowflake INC	—	EXIT	Sold out
47	ZS	Zscaler INC	—	EXIT	Sold out
48	IT	Gartner INC	—	EXIT	Sold out
49	FPEI	First Trust Institutional Pr	—	EXIT	Sold out
50	ITW	Illinois Tool Works	—	NEW	New buy

Filing History

Period	Filed	Type	EDGAR
2026-03-31	2026-05-14	13F-HR	View on EDGAR
2025-12-31	2026-02-13	13F-HR	View on EDGAR
2025-09-30	2025-11-07	13F-HR	View on EDGAR
2025-06-30	2025-08-14	13F-HR	View on EDGAR
2025-03-31	2025-05-12	13F-HR	View on EDGAR
2024-12-31	2025-01-29	13F-HR	View on EDGAR
2024-09-30	2024-11-14	13F-HR	View on EDGAR
2024-06-30	2024-08-13	13F-HR	View on EDGAR
2024-03-31	2024-04-30	13F-HR	View on EDGAR
2023-12-31	2024-02-09	13F-HR	View on EDGAR
2023-09-30	2023-11-07	13F-HR	View on EDGAR
2023-06-30	2023-08-14	13F-HR	View on EDGAR
2023-03-31	2023-05-02	13F-HR	View on EDGAR
2022-12-31	2023-02-13	13F-HR	View on EDGAR
2022-09-30	2022-11-14	13F-HR	View on EDGAR
2022-06-30	2022-07-28	13F-HR	View on EDGAR
2022-03-31	2022-05-10	13F-HR	View on EDGAR
2021-12-31	2022-02-07	13F-HR	View on EDGAR
2021-09-30	2021-11-08	13F-HR	View on EDGAR
2021-06-30	2021-07-15	13F-HR	View on EDGAR
2021-03-31	2021-05-04	13F-HR	View on EDGAR
2020-12-31	2021-02-09	13F-HR	View on EDGAR
2020-09-30	2020-11-05	13F-HR	View on EDGAR
2020-06-30	2020-08-06	13F-HR	View on EDGAR
2020-03-31	2020-05-11	13F-HR	View on EDGAR
2019-12-31	2020-02-10	13F-HR	View on EDGAR
2019-09-30	2019-11-12	13F-HR	View on EDGAR
2019-06-30	2019-07-29	13F-HR	View on EDGAR
2019-03-31	2019-05-08	13F-HR	View on EDGAR
2018-12-31	2019-02-05	13F-HR	View on EDGAR
2018-09-30	2018-10-26	13F-HR	View on EDGAR
2018-06-30	2018-08-14	13F-HR	View on EDGAR
2018-03-31	2018-05-14	13F-HR	View on EDGAR
2017-12-31	2018-02-12	13F-HR	View on EDGAR
2013-09-30	2013-11-08	13F-HR	View on EDGAR
2013-06-30	2013-08-12	13F-HR	View on EDGAR