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Aft, Forsyth & Company, Inc. Top Holdings and 13F Report (2025)

About Aft, Forsyth & Company, Inc.

Investment Activity

  • Aft, Forsyth & Company, Inc. has $185.64 million in total holdings as of March 31, 2025.
  • Aft, Forsyth & Company, Inc. owns shares of 126 different stocks, but just 47 companies or ETFs make up 80% of its holdings.
  • Approximately 0.76% of the portfolio was purchased this quarter.
  • About 1.56% of the portfolio was sold this quarter.
  • This quarter, Aft, Forsyth & Company, Inc. has purchased 126 new stocks and bought additional shares in 36 stocks.
  • Aft, Forsyth & Company, Inc. sold shares of 48 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

NVIDIA
$32,217,223
Apple
$8,748,227
Microsoft
$7,219,254
Visa
$5,818,921

Largest New Holdings this Quarter

464288679 - iShares Short Treasury Bond ETF
$601,455 Holding
459200101 - International Business Machines
$200,171 Holding

Largest Purchases this Quarter

iShares Short Treasury Bond ETF
5,445 shares (about $601.46K)
International Business Machines
805 shares (about $200.17K)
Citigroup
1,925 shares (about $136.66K)
JPMorgan Nasdaq Equity Premium Income ETF
1,610 shares (about $83.37K)
Berkshire Hathaway
100 shares (about $53.26K)

Largest Sales this Quarter

NVIDIA
3,010 shares (about $326.22K)
Adobe
478 shares (about $183.33K)
MongoDB
1,005 shares (about $176.28K)
Workday
700 shares (about $163.47K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofAft, Forsyth & Company, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
NVIDIA Co. stock logo
NVDA
NVIDIA
$32,217,223$326,223 -1.0%297,26217.4%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$8,748,227$23,324 -0.3%39,3834.7%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$7,219,254$22,524 -0.3%19,2313.9%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$6,132,382$103,239 -1.7%7,4253.3%Medical
Visa Inc. stock logo
V
Visa
$5,818,921$3,505 -0.1%16,6043.1%Business Services
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$5,777,816$42,809 -0.7%30,3683.1%Retail/Wholesale
Mastercard Incorporated stock logo
MA
Mastercard
$5,760,9050.0%10,5103.1%Business Services
iShares Expanded Tech Sector ETF stock logo
IGM
iShares Expanded Tech Sector ETF
$4,872,919$31,735 -0.6%53,7432.6%ETF
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$4,513,891$47,051 -1.0%9,1142.4%Medical
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$3,235,5130.0%3,4211.7%Retail/Wholesale
ServiceNow, Inc. stock logo
NOW
ServiceNow
$3,221,182$43,788 -1.3%4,0461.7%Computer and Technology
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$3,025,740$11,712 -0.4%28,9351.6%ETF
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$2,977,076$17,354 -0.6%34,9961.6%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$2,898,955$49,060 1.7%11,8181.6%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$2,805,986$39,434 -1.4%18,1451.5%Computer and Technology
Salesforce, Inc. stock logo
CRM
Salesforce
$2,673,984$26,836 1.0%9,9641.4%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$2,564,2260.0%4,4491.4%Computer and Technology
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$2,472,062$48,632 -1.9%14,4871.3%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$2,294,355$53,258 2.4%4,3081.2%Finance
The Home Depot, Inc. stock logo
HD
Home Depot
$2,185,746$18,324 -0.8%5,9641.2%Retail/Wholesale
BlackRock, Inc. stock logo
BLK
BlackRock
$2,120,069$4,732 0.2%2,2401.1%Finance
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$1,952,821$48,772 -2.4%1,0011.1%Retail/Wholesale
iShares U.S. Financials ETF stock logo
IYF
iShares U.S. Financials ETF
$1,863,871$339 0.0%16,5161.0%ETF
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$1,845,161$82,107 -4.3%3,7081.0%Medical
iShares S&P Mid-Cap 400 Growth ETF stock logo
IJK
iShares S&P Mid-Cap 400 Growth ETF
$1,762,243$333 0.0%21,1600.9%ETF
ARM HOLDINGS PLC
$1,746,123$42,716 2.5%16,3510.9%SPONSORED ADS
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$1,737,910$361 0.0%4,8130.9%ETF
iShares Core High Dividend ETF stock logo
HDV
iShares Core High Dividend ETF
$1,737,438$7,752 -0.4%14,3450.9%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$1,714,4830.0%10,2400.9%Computer and Technology
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$1,635,086$8,169 -0.5%28,0220.9%ETF
Adobe Inc. stock logo
ADBE
Adobe
$1,620,414$183,327 -10.2%4,2250.9%Computer and Technology
iShares S&P Small-Cap 600 Growth ETF stock logo
IJT
iShares S&P Small-Cap 600 Growth ETF
$1,469,441$747 0.1%11,8030.8%ETF
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$1,354,871$24,569 -1.8%3,0330.7%Aerospace
AbbVie Inc. stock logo
ABBV
AbbVie
$1,323,7470.0%6,3180.7%Medical
iShares S&P Mid-Cap 400 Value ETF stock logo
IJJ
iShares S&P Mid-Cap 400 Value ETF
$1,293,538$599 0.0%10,8040.7%ETF
Atlassian Co. stock logo
TEAM
Atlassian
$1,257,344$41,381 -3.2%5,9250.7%Computer and Technology
Amgen Inc. stock logo
AMGN
Amgen
$1,250,873$48,290 -3.7%4,0150.7%Medical
iShares Expanded Tech-Software Sector ETF stock logo
IGV
iShares Expanded Tech-Software Sector ETF
$1,247,578$4,450 0.4%14,0190.7%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,241,976$37,314 -2.9%7,4890.7%Medical
iShares Russell 2000 Growth ETF stock logo
IWO
iShares Russell 2000 Growth ETF
$1,126,250$256 0.0%4,4080.6%ETF
The Southern Company stock logo
SO
Southern
$1,103,2160.0%11,9980.6%Utilities
Oracle Co. stock logo
ORCL
Oracle
$982,025$39,846 4.2%7,0240.5%Computer and Technology
iShares U.S. Healthcare ETF stock logo
IYH
iShares U.S. Healthcare ETF
$973,006$5,419 0.6%15,9800.5%ETF
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$939,1600.0%7,9930.5%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$878,0130.0%5,6200.5%Computer and Technology
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$873,3750.0%4,3780.5%Finance
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$859,860$32,231 3.9%1,5740.5%Finance
Starbucks Co. stock logo
SBUX
Starbucks
$845,045$49,045 6.2%8,6150.5%Retail/Wholesale
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$840,236$7,272 0.9%1,5020.5%Finance
Arista Networks, Inc. stock logo
ANET
Arista Networks
$826,014$5,811 -0.7%10,6610.4%Computer and Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$816,078$14,070 1.8%1,7400.4%Finance
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$770,0150.0%4,2850.4%Computer and Technology
VanEck Floating Rate ETF stock logo
FLTR
VanEck Floating Rate ETF
$765,600$8,840 -1.1%29,9650.4%ETF
CrowdStrike Holdings, Inc. stock logo
CRWD
CrowdStrike
$765,4510.0%2,1710.4%Computer and Technology
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$764,7100.0%12,3920.4%Computer and Technology
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$760,4470.0%8,4720.4%Medical
Invesco High Yield Equity Dividend Achievers ETF stock logo
PEY
Invesco High Yield Equity Dividend Achievers ETF
$740,470$1,718 0.2%34,4890.4%ETF
Stryker Co. stock logo
SYK
Stryker
$733,333$18,613 -2.5%1,9700.4%Medical
American Express stock logo
AXP
American Express
$728,0490.0%2,7060.4%Finance
iShares S&P Small-Cap 600 Value ETF stock logo
IJS
iShares S&P Small-Cap 600 Value ETF
$710,333$877 0.1%7,2870.4%ETF
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$684,774$941 0.1%3,6390.4%ETF
Citigroup Inc. stock logo
C
Citigroup
$673,553$136,656 25.5%9,4880.4%Finance
ASML Holding stock logo
ASML
ASML
$671,2440.0%1,0130.4%Computer and Technology
JPMorgan Nasdaq Equity Premium Income ETF stock logo
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
$661,134$83,367 14.4%12,7680.4%ETF
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$659,945$306 0.0%2,1600.4%Business Services
Chipotle Mexican Grill, Inc. stock logo
CMG
Chipotle Mexican Grill
$627,6250.0%12,5000.3%Retail/Wholesale
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$618,113$23,177 -3.6%3,6270.3%Consumer Staples
iShares Short Treasury Bond ETF stock logo
SHV
iShares Short Treasury Bond ETF
$601,455$601,455 New Holding5,4450.3%ETF
Workday, Inc. stock logo
WDAY
Workday
$601,340$163,471 -21.4%2,5750.3%Computer and Technology
Caterpillar Inc. stock logo
CAT
Caterpillar
$598,5870.0%1,8150.3%Industrials
PepsiCo, Inc. stock logo
PEP
PepsiCo
$579,3680.0%3,8640.3%Consumer Staples
iShares Russell 2000 Value ETF stock logo
IWN
iShares Russell 2000 Value ETF
$575,193$37,742 -6.2%3,8100.3%ETF
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$555,0080.0%4,1840.3%Medical
iShares Biotechnology ETF stock logo
IBB
iShares Biotechnology ETF
$538,602$256 0.0%4,2110.3%Finance
SPDR Nuveen Barclays Municipal Bond ETF stock logo
TFI
SPDR Nuveen Barclays Municipal Bond ETF
$529,5730.0%11,7500.3%Finance
SPDR Nuveen Bloomberg High Yield Municipal Bond ETF stock logo
HYMB
SPDR Nuveen Bloomberg High Yield Municipal Bond ETF
$525,207$201,760 -27.8%20,8250.3%ETF
The Coca-Cola Company stock logo
KO
Coca-Cola
$522,3250.0%7,2930.3%Consumer Staples
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$520,829$29,827 6.1%9,1150.3%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$493,565$774 0.2%3,8270.3%ETF
Gartner, Inc. stock logo
IT
Gartner
$491,0960.0%1,1700.3%Business Services
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
$479,2900.0%3,5000.3%Finance
Booking Holdings Inc. stock logo
BKNG
Booking
$465,2980.0%1010.3%Retail/Wholesale
MongoDB, Inc. stock logo
MDB
MongoDB
$451,129$176,277 -28.1%2,5720.2%Computer and Technology
Union Pacific Co. stock logo
UNP
Union Pacific
$447,4390.0%1,8940.2%Transportation
3M stock logo
MMM
3M
$445,0430.0%3,0300.2%Multi-Sector Conglomerates
Invesco Variable Rate Preferred ETF stock logo
VRP
Invesco Variable Rate Preferred ETF
$440,286$86,196 -16.4%18,1640.2%ETF
Zoetis Inc. stock logo
ZTS
Zoetis
$439,346$32,934 -7.0%2,6680.2%Medical
iShares Russell Top 200 ETF stock logo
IWL
iShares Russell Top 200 ETF
$433,698$137 0.0%3,1560.2%ETF
Aflac Incorporated stock logo
AFL
Aflac
$408,6230.0%3,6750.2%Finance
Lam Research Co. stock logo
LRCX
Lam Research
$392,821$18,176 -4.4%5,4030.2%Computer and Technology
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$388,4400.0%2,3400.2%Computer and Technology
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$376,768$5,906 1.6%11,0360.2%Energy
Dell Technologies Inc. stock logo
DELL
Dell Technologies
$371,892$8,204 2.3%4,0800.2%Computer and Technology
ProShares S&P 500 Aristocrats ETF stock logo
NOBL
ProShares S&P 500 Aristocrats ETF
$371,583$1,022 -0.3%3,6370.2%ETF
iShares Core S&P U.S. Growth ETF stock logo
IUSG
iShares Core S&P U.S. Growth ETF
$356,756$8,515 -2.3%2,8070.2%Manufacturing
Chevron Co. stock logo
CVX
Chevron
$345,2870.0%2,0640.2%Energy
iShares S&P 100 ETF stock logo
OEF
iShares S&P 100 ETF
$327,7040.0%1,2100.2%ETF
Teradyne, Inc. stock logo
TER
Teradyne
$324,316$55,760 -14.7%3,9260.2%Computer and Technology
Morgan Stanley stock logo
MS
Morgan Stanley
$313,2590.0%2,6850.2%Finance
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
$312,3580.0%3,4000.2%Finance

Showing largest 100 holdings. View all holdings.
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