Aft, Forsyth & Company, Inc. Top Holdings and 13F Report (2026)

About Aft, Forsyth & Company, Inc.

Investment Activity

Aft, Forsyth & Company, Inc. has $212.43 million in total holdings as of March 31, 2026.
Aft, Forsyth & Company, Inc. owns shares of 123 different stocks, but just 43 companies or ETFs make up 80% of its holdings.
Approximately 0.63% of the portfolio was purchased this quarter.
About 2.49% of the portfolio was sold this quarter.
This quarter, Aft, Forsyth & Company, Inc. has purchased 128 new stocks and bought additional shares in 26 stocks.
Aft, Forsyth & Company, Inc. sold shares of 51 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

NVIDIA: $48,061,162
Apple: $9,950,393
Microsoft: $7,092,983
Eli Lilly and Company: $6,751,112
Amazon.com: $6,250,183

Largest New Holdings this Quarter

438516106 - Honeywell International: $287,736 Holding
452308109 - Illinois Tool Works: $208,232 Holding

Largest Purchases this Quarter

Honeywell International: 1,273 shares (about $287.74K)
Illinois Tool Works: 800 shares (about $208.23K)
Visa: 575 shares (about $173.80K)
Cisco Systems: 1,800 shares (about $139.66K)
Dell Technologies: 630 shares (about $103.40K)

Largest Sales this Quarter

NVIDIA: 927 shares (about $161.67K)
Apple: 333 shares (about $84.51K)
Adobe: 325 shares (about $79.00K)
iShares Russell 1000 Value ETF: 361 shares (about $77.16K)
iShares Short Treasury Bond ETF: 692 shares (about $76.40K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NVDA NVIDIA	$48,061,162	$161,669 â–¼	-0.3%	275,580	22.6%	Computer and Technology
AAPL Apple	$9,950,393	$84,512 â–¼	-0.8%	39,207	4.7%	Computer and Technology
MSFT Microsoft	$7,092,983	$37,018 â–¼	-0.5%	19,161	3.3%	Computer and Technology
LLY Eli Lilly and Company	$6,751,112	$18,395 â–¼	-0.3%	7,340	3.2%	Medical
AMZN Amazon.com	$6,250,183	$68,313 â–¼	-1.1%	30,010	2.9%	Retail/Wholesale
IGM iShares Expanded Tech Sector ETF	$6,222,770	$66,722 â–¼	-1.1%	52,508	2.9%	ETF
MA Mastercard	$5,242,625	$12,492 â–¼	-0.2%	10,492	2.5%	Business Services
V Visa	$5,213,899	$173,797 â–²	3.4%	17,250	2.5%	Business Services
GOOGL Alphabet	$5,173,344	$64,703 â–¼	-1.2%	17,990	2.4%	Computer and Technology
ISRG Intuitive Surgical	$4,332,845	$11,525 â–¼	-0.3%	9,399	2.0%	Medical
JPM JPMorgan Chase & Co.	$3,605,813	$30,887 â–¼	-0.8%	12,258	1.7%	Finance
IJR iShares Core S&P Small-Cap ETF	$3,519,299	$20,885 â–¼	-0.6%	28,310	1.7%	ETF
COST Costco Wholesale	$3,490,494		0.0%	3,503	1.6%	Retail/Wholesale
IWR iShares Russell Mid-Cap ETF	$3,385,516	$19,057 â–¼	-0.6%	34,819	1.6%	ETF
AVGO Broadcom	$3,271,521	$12,380 â–¼	-0.4%	10,570	1.5%	Computer and Technology
META Meta Platforms	$2,602,619	$11,443 â–¼	-0.4%	4,549	1.2%	Computer and Technology
ARM HOLDINGS PLC	$2,331,679	$9,833 â–²	0.4%	15,413	1.1%	SPONSORED ADS
PANW Palo Alto Networks	$2,296,905		0.0%	14,327	1.1%	Computer and Technology
BLACKROCK INC	$2,192,870	$24,045 â–¼	-1.1%	2,280	1.0%	COM
IJK iShares S&P Mid-Cap 400 Growth ETF	$2,131,127	$201 â–²	0.0%	21,179	1.0%	ETF
NOW ServiceNow	$2,110,342	$29,797 â–¼	-1.4%	20,185	1.0%	Computer and Technology
IWF iShares Russell 1000 Growth ETF	$2,022,418	$426 â–²	0.0%	4,743	1.0%	ETF
LMT Lockheed Martin	$2,002,344	$30,219 â–²	1.5%	3,313	0.9%	Aerospace
HD Home Depot	$1,954,264		0.0%	5,942	0.9%	Retail/Wholesale
IYF iShares U.S. Financials ETF	$1,922,363	$22,356 â–¼	-1.1%	16,338	0.9%	ETF
JNJ Johnson & Johnson	$1,906,388		0.0%	7,799	0.9%	Medical
HDV iShares Core High Dividend ETF	$1,874,815	$23,888 â–¼	-1.3%	13,813	0.9%	ETF
CRM Salesforce	$1,874,048	$12,134 â–¼	-0.6%	10,039	0.9%	Computer and Technology
MELI MercadoLibre	$1,853,509	$8,645 â–²	0.5%	1,072	0.9%	Retail/Wholesale
IJH iShares Core S&P Mid-Cap ETF	$1,850,382	$49,231 â–¼	-2.6%	27,400	0.9%	ETF
IJT iShares S&P Small-Cap 600 Growth ETF	$1,705,715	$5,354 â–¼	-0.3%	11,787	0.8%	ETF
GS The Goldman Sachs Group	$1,632,761	$54,989 â–²	3.5%	1,930	0.8%	Finance
ARISTA NETWORKS INC	$1,632,606	$7,858 â–¼	-0.5%	13,297	0.8%	COM SHS
GOOG Alphabet	$1,611,293		0.0%	5,617	0.8%	Computer and Technology
IWO iShares Russell 2000 Growth ETF	$1,375,415	$8,161 â–¼	-0.6%	4,382	0.6%	ETF
IJJ iShares S&P Mid-Cap 400 Value ETF	$1,374,819	$39,356 â–¼	-2.8%	10,375	0.6%	ETF
ABBV AbbVie	$1,373,014		0.0%	6,313	0.6%	Medical
AMGN Amgen	$1,359,900	$8,796 â–¼	-0.6%	3,865	0.6%	Medical
C Citigroup	$1,355,023		0.0%	11,948	0.6%	Financial Services
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	$1,334,371	$81,337 â–²	6.5%	24,034	0.6%	ETF
CAT Caterpillar	$1,285,855		0.0%	1,815	0.6%	Industrials
ORCL Oracle	$1,146,870	$11,033 â–¼	-1.0%	7,796	0.5%	Computer and Technology
IGV iShares Expanded Tech-Software Sector ETF	$1,132,652	$6,804 â–²	0.6%	14,149	0.5%	ETF
ASML ASML	$1,106,856		0.0%	838	0.5%	Computer and Technology
SO Southern	$1,102,548		0.0%	11,423	0.5%	Utilities
CSCO Cisco Systems	$1,097,278	$139,662 â–²	14.6%	14,142	0.5%	Computer and Technology
CRWD CrowdStrike	$1,095,490	$11,712 â–¼	-1.1%	2,806	0.5%	Computer and Technology
IWM iShares Russell 2000 ETF	$1,056,360	$6,201 â–¼	-0.6%	4,259	0.5%	Finance
IWP iShares Russell Mid-Cap Growth ETF	$1,024,579		0.0%	7,997	0.5%	ETF
ADBE Adobe	$991,280	$79,001 â–¼	-7.4%	4,078	0.5%	Computer and Technology
QQQ Invesco QQQ	$982,345	$10,395 â–¼	-1.0%	1,701	0.5%	Finance
JEPI JPMorgan Equity Premium Income ETF	$980,879	$75,330 â–²	8.3%	17,305	0.5%	ETF
TER Teradyne	$978,807	$297 â–¼	0.0%	3,301	0.5%	Computer and Technology
LAM RESEARCH CORP	$978,404	$48,076 â–¼	-4.7%	4,579	0.5%	COM NEW
IYH iShares U.S. Healthcare ETF	$950,727	$24,103 â–¼	-2.5%	15,423	0.4%	ETF
SPY SPDR S&P 500 ETF Trust	$938,742	$7,807 â–¼	-0.8%	1,443	0.4%	Finance
IJS iShares S&P Small-Cap 600 Value ETF	$867,625	$474 â–²	0.1%	7,324	0.4%	ETF
MRK Merck & Co., Inc.	$862,860		0.0%	7,174	0.4%	Medical
TXN Texas Instruments	$829,754		0.0%	4,274	0.4%	Computer and Technology
AXP American Express	$791,288		0.0%	2,616	0.4%	Finance
TSM Taiwan Semiconductor Manufacturing	$790,803		0.0%	2,340	0.4%	Computer and Technology
IWN iShares Russell 2000 Value ETF	$717,731	$190 â–¼	0.0%	3,785	0.3%	ETF
PEY Invesco High Yield Equity Dividend Achievers ETF	$713,852	$1,842 â–¼	-0.3%	33,328	0.3%	ETF
IBB iShares Biotechnology ETF	$700,301	$169 â–²	0.0%	4,147	0.3%	Finance
IWD iShares Russell 1000 Value ETF	$661,710	$77,157 â–¼	-10.4%	3,096	0.3%	ETF
FLTR VanEck IG Floating Rate ETF	$629,830	$637 â–²	0.1%	24,718	0.3%	ETF
SBUX Starbucks	$617,275		0.0%	6,890	0.3%	Retail/Wholesale
SHV iShares Short Treasury Bond ETF	$597,750	$76,402 â–¼	-11.3%	5,414	0.3%	ETF
SYK Stryker	$581,604		0.0%	1,770	0.3%	Medical
PEP PepsiCo	$553,454		0.0%	3,564	0.3%	Consumer Staples
VYM Vanguard High Dividend Yield ETF	$552,546	$741 â–²	0.1%	3,730	0.3%	Financial Services
TFI SPDR Nuveen ICE Municipal Bond ETF	$532,745		0.0%	11,750	0.3%	Finance
KO CocaCola	$530,677		0.0%	6,978	0.2%	Consumer Staples
IWL iShares Russell Top 200 ETF	$507,079		0.0%	3,159	0.2%	ETF
DELL Dell Technologies	$489,107	$103,402 â–²	26.8%	2,980	0.2%	Computer and Technology
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF	$488,560		0.0%	19,700	0.2%	ETF
MDB MongoDB	$480,973		0.0%	1,965	0.2%	Computer and Technology
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$475,391	$159 â–¼	0.0%	5,975	0.2%	ETF
MMM 3M	$469,293		0.0%	3,231	0.2%	Multi-Sector Conglomerates
PG Procter & Gamble	$468,563	$19,499 â–¼	-4.0%	3,244	0.2%	Consumer Staples
MS Morgan Stanley	$458,327	$16,457 â–²	3.7%	2,785	0.2%	Finance
EPD Enterprise Products Partners	$445,712	$6,585 â–²	1.5%	11,778	0.2%	Energy
ABT Abbott Laboratories	$429,571		0.0%	4,184	0.2%	Medical
BKNG Booking	$425,242		0.0%	101	0.2%	Retail/Wholesale
ADP Automatic Data Processing	$424,646	$14,223 â–¼	-3.2%	2,090	0.2%	Computer and Technology
UNP Union Pacific	$420,703		0.0%	1,734	0.2%	Transportation
AFL Aflac	$403,184		0.0%	3,675	0.2%	Finance
RTX RTX	$389,272		0.0%	2,018	0.2%	Aerospace
OEF iShares S&P 100 ETF	$384,865		0.0%	1,210	0.2%	ETF
IUSG iShares Core S&P U.S. Growth ETF	$373,809	$13,810 â–¼	-3.6%	2,409	0.2%	Manufacturing
KEYS Keysight Technologies	$360,022		0.0%	1,275	0.2%	Computer and Technology
RSP Invesco S&P 500 Equal Weight ETF	$349,131	$960 â–²	0.3%	1,819	0.2%	ETF
JPIE JPMorgan Income ETF	$345,525		0.0%	7,500	0.2%	ETF
TEAM Atlassian	$338,861	$13,650 â–¼	-3.9%	4,965	0.2%	Computer and Technology
NOBL ProShares S&P 500 Aristocrats ETF	$336,431	$24,387 â–¼	-6.8%	3,173	0.2%	ETF
RDVI FT Vest Rising Dividend Achievers Target Income ETF	$335,395	$28,539 â–²	9.3%	13,127	0.2%	ETF
VEA Vanguard FTSE Developed Markets ETF	$333,216		0.0%	5,200	0.2%	ETF
IWB iShares Russell 1000 ETF	$328,333	$4,996 â–¼	-1.5%	920	0.2%	ETF
HSY Hershey	$326,910		0.0%	1,572	0.2%	Consumer Staples
IWY iShares Russell Top 200 Growth ETF	$316,479	$9,960 â–¼	-3.1%	1,271	0.1%	ETF

Showing largest 100 holdings. View all holdings.

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Aft, Forsyth & Company, Inc. Top Holdings and 13F Report (2026)

About Aft, Forsyth & Company, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Aft, Forsyth & Company, Inc. Top Holdings and 13F Report (2026)

About Aft, Forsyth & Company, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

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

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools