Aft, Forsyth & Company, Inc. Top Holdings and 13F Report (2025) About Aft, Forsyth & Company, Inc.Investment ActivityAft, Forsyth & Company, Inc. has $195.21 million in total holdings as of June 30, 2025.Aft, Forsyth & Company, Inc. owns shares of 113 different stocks, but just 37 companies or ETFs make up 80% of its holdings.Approximately 1.55% of the portfolio was purchased this quarter.About 10.83% of the portfolio was sold this quarter.This quarter, Aft, Forsyth & Company, Inc. has purchased 126 new stocks and bought additional shares in 31 stocks.Aft, Forsyth & Company, Inc. sold shares of 43 stocks and completely divested from 16 stocks this quarter.Largest Holdings NVIDIA $46,258,972Microsoft $9,563,384Apple $8,101,056Amazon.com $6,609,782iShares Expanded Tech Sector ETF $5,970,989 Largest New Holdings this Quarter G8994E103 - Trane Technologies $216,518 Holding461202103 - Intuit $210,297 Holding49338L103 - Keysight Technologies $208,922 Holding Largest Purchases this Quarter iShares Short Treasury Bond ETF 13,309 shares (about $1.47M)Trane Technologies 495 shares (about $216.52K)Intuit 267 shares (about $210.30K)Keysight Technologies 1,275 shares (about $208.92K)JPMorgan Nasdaq Equity Premium Income ETF 3,568 shares (about $194.11K) Largest Sales this Quarter NVIDIA 4,465 shares (about $705.42K)Workday 750 shares (about $180K)ASML 175 shares (about $140.24K)Adobe 342 shares (about $132.31K)Gartner 270 shares (about $109.14K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAft, Forsyth & Company, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$46,258,972$705,425 ▼-1.5%292,79723.7%Computer and TechnologyMSFTMicrosoft$9,563,384$2,487 ▼0.0%19,2264.9%Computer and TechnologyAAPLApple$8,101,056$20,927 ▲0.3%39,4854.1%Computer and TechnologyAMZNAmazon.com$6,609,782$52,654 ▼-0.8%30,1283.4%Retail/WholesaleIGMiShares Expanded Tech Sector ETF$5,970,989$66,505 ▼-1.1%53,1513.1%ETFVVisa$5,921,776$26,628 ▲0.5%16,6793.0%Business ServicesLLYEli Lilly and Company$5,768,522$19,488 ▼-0.3%7,4003.0%MedicalISRGIntuitive Surgical$4,947,205$5,434 ▼-0.1%9,1042.5%MedicalNOWServiceNow$4,106,152$53,460 ▼-1.3%3,9942.1%Computer and TechnologyJPMJPMorgan Chase & Co.$3,426,1560.0%11,8181.8%FinanceCOSTCostco Wholesale$3,418,263$31,678 ▲0.9%3,4531.8%Retail/WholesaleMETAMeta Platforms$3,353,881$70,119 ▲2.1%4,5441.7%Computer and TechnologyIWRiShares Russell Mid-Cap ETF$3,219,047$460 ▲0.0%35,0011.6%ETFGOOGLAlphabet$3,193,349$4,406 ▼-0.1%18,1201.6%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$3,108,169$54,098 ▼-1.7%28,4401.6%ETFPANWPalo Alto Networks$2,933,924$30,696 ▼-1.0%14,3371.5%Computer and TechnologyCRMSalesforce$2,749,865$32,724 ▲1.2%10,0841.4%Computer and TechnologyMELIMercadoLibre$2,611,016$5,227 ▼-0.2%9991.3%Retail/WholesaleARM HOLDINGS PLC$2,544,655$99,955 ▼-3.8%15,7331.3%SPONSORED ADSHDHome Depot$2,186,6410.0%5,9641.1%Retail/WholesaleSHViShares Short Treasury Bond ETF$2,070,771$1,469,547 ▲244.4%18,7541.1%ETFIWFiShares Russell 1000 Growth ETF$2,036,173$7,217 ▼-0.4%4,7961.0%ETFIYFiShares U.S. Financials ETF$1,996,476$1,815 ▼-0.1%16,5011.0%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$1,925,631$455 ▲0.0%21,1651.0%ETFIJHiShares Core S&P Mid-Cap ETF$1,739,388$1,488 ▲0.1%28,0460.9%ETFHDViShares Core High Dividend ETF$1,679,370$1,406 ▼-0.1%14,3330.9%ETFORCLOracle$1,619,830$84,173 ▲5.5%7,4090.8%Computer and TechnologyIJTiShares S&P Small-Cap 600 Growth ETF$1,571,092$798 ▲0.1%11,8090.8%ETFIGViShares Expanded Tech-Software Sector ETF$1,535,1140.0%14,0190.8%ETFADBEAdobe$1,502,255$132,313 ▼-8.1%3,8830.8%Computer and TechnologyLMTLockheed Martin$1,444,071$39,367 ▲2.8%3,1180.7%AerospaceIJJiShares S&P Mid-Cap 400 Value ETF$1,335,771$618 ▲0.0%10,8090.7%ETFCRWDCrowdStrike$1,286,517$180,805 ▲16.4%2,5260.7%Computer and TechnologyIWOiShares Russell 2000 Growth ETF$1,259,9610.0%4,4080.6%ETFGSThe Goldman Sachs Group$1,149,386$35,388 ▲3.2%1,6240.6%FinanceJNJJohnson & Johnson$1,127,142$16,802 ▼-1.5%7,3790.6%MedicalABBVAbbVie$1,116,133$56,614 ▼-4.8%6,0130.6%MedicalIWPiShares Russell Mid-Cap Growth ETF$1,108,685$277 ▲0.0%7,9950.6%ETFSOSouthern$1,101,7760.0%11,9980.6%UtilitiesAMGNAmgen$1,093,107$27,921 ▼-2.5%3,9150.6%MedicalGOOGAlphabet$996,400$532 ▼-0.1%5,6170.5%Computer and TechnologyQQQInvesco QQQ$960,668$552 ▲0.1%1,7410.5%FinanceIWMiShares Russell 2000 ETF$924,318$20,502 ▼-2.2%4,2830.5%FinanceSPYSPDR S&P 500 ETF Trust$923,0110.0%1,5020.5%FinanceIYHiShares U.S. Healthcare ETF$894,270$8,303 ▼-0.9%15,8330.5%ETFTXNTexas Instruments$889,6520.0%4,2850.5%Computer and TechnologyJEPQJPMorgan Nasdaq Equity Premium Income ETF$888,705$194,105 ▲27.9%16,3360.5%ETFCSCOCisco Systems$856,288$3,469 ▼-0.4%12,3420.4%Computer and TechnologyAXPAmerican Express$847,211$15,949 ▼-1.8%2,6560.4%FinanceCCitigroup$780,806$26,813 ▼-3.3%9,1730.4%Financial ServicesFLTRVanEck IG Floating Rate ETF$765,581$1,479 ▲0.2%30,0230.4%ETFSYKStryker$739,8280.0%1,9700.4%MedicalIJSiShares S&P Small-Cap 600 Value ETF$726,043$1,094 ▲0.2%7,2980.4%ETFSBUXStarbucks$716,0880.0%8,6150.4%Retail/WholesaleIWDiShares Russell 1000 Value ETF$707,962$1,165 ▲0.2%3,6450.4%ETFCATCaterpillar$704,6010.0%1,8150.4%IndustrialsJEPIJPMorgan Equity Premium Income ETF$704,109$185,905 ▲35.9%12,3850.4%ETFPEYInvesco High Yield Equity Dividend Achievers ETF$702,758$1,163 ▼-0.2%34,4320.4%ETFASMLASML$671,565$140,243 ▼-17.3%8380.3%Computer and TechnologyADPAutomatic Data Processing$666,1440.0%2,1600.3%Computer and TechnologyIWNiShares Russell 2000 Value ETF$601,0610.0%3,8100.3%ETFMRKMerck & Co., Inc.$597,579$73,065 ▼-10.9%7,5490.3%MedicalBKNGBooking$584,7130.0%1010.3%Retail/WholesalePGProcter & Gamble$577,8540.0%3,6270.3%Consumer StaplesABTAbbott Laboratories$569,0660.0%4,1840.3%MedicalIBBiShares Biotechnology ETF$532,116$633 ▼-0.1%4,2060.3%FinanceTSMTaiwan Semiconductor Manufacturing$529,9870.0%2,3400.3%Computer and TechnologyTFISPDR Nuveen ICE Municipal Bond ETF$524,8730.0%11,7500.3%FinanceHYMBSPDR Nuveen ICE High Yield Municipal Bond ETF$516,0440.0%20,8250.3%ETFKOCocaCola$515,9800.0%7,2930.3%Consumer StaplesPEPPepsiCo$510,2030.0%3,8640.3%Consumer StaplesAPOApollo Global Management$496,5450.0%3,5000.3%FinanceVYMVanguard High Dividend Yield ETF$495,036$15,199 ▼-3.0%3,7130.3%ETFIWLiShares Russell Top 200 ETF$483,421$153 ▲0.0%3,1570.2%ETFMMM3M$461,386$152 ▲0.0%3,0310.2%Multi-Sector ConglomeratesWDAYWorkday$438,000$180,000 ▼-29.1%1,8250.2%Computer and TechnologyMDBMongoDB$433,630$106,465 ▼-19.7%2,0650.2%Computer and TechnologyUNPUnion Pacific$421,967$13,805 ▼-3.2%1,8340.2%TransportationZTSZoetis$416,1520.0%2,6680.2%MedicalAFLAflac$387,5660.0%3,6750.2%FinanceMSMorgan Stanley$378,2090.0%2,6850.2%FinanceIUSGiShares Core S&P U.S. Growth ETF$374,806$47,377 ▼-11.2%2,4920.2%ManufacturingOEFiShares S&P 100 ETF$368,2640.0%1,2100.2%ETFITGartner$363,798$109,139 ▼-23.1%9000.2%Business ServicesVRPInvesco Variable Rate Preferred ETF$351,143$92,957 ▼-20.9%14,3620.2%ETFEPDEnterprise Products Partners$347,949$5,737 ▲1.7%11,2210.2%EnergyNOBLProShares S&P 500 Aristocrats ETF$345,648$20,646 ▼-5.6%3,4320.2%ETFRSPInvesco S&P 500 Equal Weight ETF$328,052$727 ▲0.2%1,8050.2%ETFIWYiShares Russell Top 200 Growth ETF$323,952$7,396 ▼-2.2%1,3140.2%ETFIWBiShares Russell 1000 ETF$320,517$679 ▲0.2%9440.2%ETFPMPhilip Morris International$309,6210.0%1,7000.2%Consumer StaplesTERTeradyne$296,8680.0%3,9260.2%Computer and TechnologyHMCHonda Motor$296,4560.0%1,2730.2%Auto/Tires/TrucksVEAVanguard FTSE Developed Markets ETF$296,4520.0%5,2000.2%ETFRTXRTX$294,6680.0%2,0180.2%AerospaceIDXXIDEXX Laboratories$290,696$83,133 ▼-22.2%5420.1%MedicalLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$287,622$219 ▲0.1%2,6240.1%FinanceIWSiShares Russell Mid-Cap Value ETF$272,475$27,089 ▼-9.0%2,0620.1%ETFVEEVVeeva Systems$271,853$51,836 ▼-16.0%9440.1%MedicalTROWT. Rowe Price Group$265,3750.0%3,4000.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. 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