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

About Aft, Forsyth & Company, Inc.

Investment Activity

  • Aft, Forsyth & Company, Inc. has $207.89 million in total holdings as of June 30, 2026.
  • Aft, Forsyth & Company, Inc. owns shares of 108 different stocks, but just 36 companies or ETFs make up 80% of its holdings.
  • Approximately 2.19% of the portfolio was purchased this quarter.
  • About 20.54% of the portfolio was sold this quarter.
  • This quarter, Aft, Forsyth & Company, Inc. has purchased 123 new stocks and bought additional shares in 21 stocks.
  • Aft, Forsyth & Company, Inc. sold shares of 67 stocks and completely divested from 18 stocks this quarter.

Largest Holdings

NVIDIA
$51,151,375
Apple
$10,540,912
Amazon.com
$6,562,692

Largest New Holdings this Quarter

92537N108 - Vertiv
$478,793 Holding
833445109 - Snowflake
$223,960 Holding
824348106 - Sherwin-Williams
$211,757 Holding

Largest Purchases this Quarter

iShares Russell 1000 Growth ETF
11,278 shares (about $1.40M)
iShares Core High Dividend ETF
47,864 shares (about $1.31M)
Vertiv
1,430 shares (about $478.79K)
Booking
2,049 shares (about $365.21K)
Snowflake
880 shares (about $223.96K)

Largest Sales this Quarter

iShares Russell 2000 Value ETF
3,495 shares (about $6.11M)
NVIDIA
19,939 shares (about $3.99M)
Eli Lilly and Company
805 shares (about $965.54K)
iShares S&P Mid-Cap 400 Growth ETF
7,356 shares (about $864.36K)
Apple
2,779 shares (about $804.14K)

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 Corporation stock logo
NVDA
NVIDIA
$51,151,375$3,989,608 â–¼-7.2%255,64124.6%Technology
Apple Inc. stock logo
AAPL
Apple
$10,540,912$804,140 â–¼-7.1%36,4285.1%Technology
iShares Expanded Tech Sector ETF stock logo
IGM
iShares Expanded Tech Sector ETF
$8,429,562$159,820 â–¼-1.9%51,5314.1%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$7,838,275$965,541 â–¼-11.0%6,5353.8%Healthcare
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$6,562,692$589,892 â–¼-8.2%27,5353.2%Consumer Discretionary
Microsoft Corporation stock logo
MSFT
Microsoft
$6,495,936$651,683 â–¼-9.1%17,4143.1%Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$6,057,608$371,676 â–¼-5.8%16,9502.9%Communication Services
Visa Inc. stock logo
V
Visa
$5,589,248$329,385 â–¼-5.6%16,2902.7%Finance
ARM HOLDINGS PLC
$5,002,274$462,714 â–¼-8.5%14,1082.4%SPONSORED ADS
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$4,602,747$283,047 â–¼-5.8%13,4972.2%Technology
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$4,017,038$181,683 â–¼-4.3%27,0851.9%ETF
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$3,648,770$192,511 â–¼-5.0%33,0741.8%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$3,557,422$454,989 â–¼-11.3%10,8681.7%Finance
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$3,519,468$218,326 â–¼-5.8%8,8501.7%Healthcare
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$3,075,825$201,126 â–¼-6.1%3,2881.5%Consumer Staples
Meta Platforms, Inc. stock logo
META
Meta Platforms
$2,556,773$5,633 â–¼-0.2%4,5391.2%Communication Services
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$2,047,626$65,237 â–¼-3.1%26,5541.0%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$1,989,435$1,400,465 â–²237.8%16,0211.0%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$1,984,6550.0%5,6171.0%Communication Services
iShares U.S. Financials ETF stock logo
IYF
iShares U.S. Financials ETF
$1,962,314$121,011 â–¼-5.8%15,3890.9%ETF
ServiceNow, Inc. stock logo
NOW
ServiceNow
$1,944,399$59,568 â–¼-3.0%19,5850.9%Technology
The Home Depot, Inc. stock logo
HD
Home Depot
$1,896,360$199,264 â–¼-9.5%5,3770.9%Consumer Discretionary
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$1,770,378$49,224 â–¼-2.7%1,0430.9%Consumer Discretionary
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,745,790$234,922 â–¼-11.9%6,8740.8%Healthcare
CrowdStrike stock logo
CRWD
CrowdStrike
$1,744,538$396,833 â–¼-18.5%2,2860.8%Technology
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$1,699,102$252,843 â–¼-13.0%1,6800.8%Finance
iShares Core High Dividend ETF stock logo
HDV
iShares Core High Dividend ETF
$1,690,581$1,311,963 â–²346.5%61,6770.8%ETF
ASML Holding N.V. stock logo
ASML
ASML
$1,667,1510.0%8380.8%Technology
JPMorgan Nasdaq Equity Premium Income ETF stock logo
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
$1,626,421$149,287 â–²10.1%26,4630.8%ETF
iShares S&P Mid-Cap 400 Growth ETF stock logo
IJK
iShares S&P Mid-Cap 400 Growth ETF
$1,624,254$864,357 â–¼-34.7%13,8230.8%ETF
Teradyne, Inc. stock logo
TER
Teradyne
$1,597,4840.0%3,3010.8%Technology
iShares S&P Small-Cap 600 Growth ETF stock logo
IJT
iShares S&P Small-Cap 600 Growth ETF
$1,550,216$555,141 â–¼-26.4%8,6790.7%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$1,515,628$72,976 â–¼-4.6%6,0230.7%Healthcare
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$1,484,057$203,784 â–¼-12.1%2,9130.7%Industrials
Salesforce Inc. stock logo
CRM
Salesforce
$1,452,934$119,851 â–¼-7.6%9,2740.7%Technology
Citigroup Inc. stock logo
C
Citigroup
$1,392,322$279,920 â–¼-16.7%9,9480.7%Finance
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$1,386,263$274,856 â–¼-16.5%11,8020.7%Technology
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$1,279,8710.0%4,2590.6%ETF
iShares Russell 2000 Growth ETF stock logo
IWO
iShares Russell 2000 Growth ETF
$1,242,180$484,186 â–¼-28.0%3,1530.6%ETF
Amgen Inc. stock logo
AMGN
Amgen
$1,194,996$204,598 â–¼-14.6%3,3000.6%Healthcare
iShares Expanded Tech-Software Sector ETF stock logo
IGV
iShares Expanded Tech-Software Sector ETF
$1,186,017$95,950 â–¼-7.5%13,0900.6%ETF
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$1,140,351$162,948 â–²16.7%20,1900.5%ETF
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$1,117,5140.0%2,3400.5%Technology
Southern Company (The) stock logo
SO
Southern
$1,093,2950.0%11,4230.5%Utilities
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,088,977$11,203 â–²1.0%1,4580.5%ETF
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$1,013,140$260,811 â–¼-20.5%3,3990.5%Technology
iShares U.S. Healthcare ETF stock logo
IYH
iShares U.S. Healthcare ETF
$1,006,795$26,738 â–¼-2.6%15,0240.5%ETF
Oracle Corporation stock logo
ORCL
Oracle
$995,807$146,697 â–¼-12.8%6,7950.5%Technology
iShares S&P Mid-Cap 400 Value ETF stock logo
IJJ
iShares S&P Mid-Cap 400 Value ETF
$960,302$572,488 â–¼-37.3%6,5000.5%ETF
American Express Company stock logo
AXP
American Express
$884,8620.0%2,6160.4%Finance
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$821,629$100,230 â–¼-10.9%6,3940.4%Healthcare
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$797,673$373,214 â–¼-31.9%5,4480.4%ETF
iShares Biotechnology ETF stock logo
IBB
iShares Biotechnology ETF
$764,153$24,730 â–¼-3.1%4,0170.4%ETF
Adobe Inc. stock logo
ADBE
Adobe
$690,507$145,564 â–¼-17.4%3,3680.3%Technology
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$686,6350.0%1,1820.3%Technology
Starbucks Corporation stock logo
SBUX
Starbucks
$664,746$39,343 â–¼-5.6%6,5050.3%Consumer Discretionary
Invesco High Yield Equity Dividend Achievers ETF stock logo
PEY
Invesco High Yield Equity Dividend Achievers ETF
$641,141$131,409 â–¼-17.0%27,6590.3%ETF
iShares S&P Small-Cap 600 Value ETF stock logo
IJS
iShares S&P Small-Cap 600 Value ETF
$636,198$364,987 â–¼-36.5%4,6540.3%ETF
VanEck IG Floating Rate ETF stock logo
FLTR
VanEck IG Floating Rate ETF
$634,067$1,024 â–²0.2%24,7580.3%ETF
MongoDB, Inc. stock logo
MDB
MongoDB
$633,171$26,872 â–¼-4.1%1,8850.3%Technology
Morgan Stanley stock logo
MS
Morgan Stanley
$616,668$34,492 â–²5.9%2,9500.3%Finance
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$601,670$149,144 â–¼-19.9%2,4810.3%ETF
iShares Russell Top 200 ETF stock logo
IWL
iShares Russell Top 200 ETF
$584,551$185 â–²0.0%3,1600.3%ETF
iShares Short Treasury Bond ETF stock logo
SHV
iShares Short Treasury Bond ETF
$578,921$18,540 â–¼-3.1%5,2460.3%ETF
Stryker Corporation stock logo
SYK
Stryker
$557,2670.0%1,7700.3%Healthcare
SPDR Nuveen ICE Municipal Bond ETF stock logo
TFI
SPDR Nuveen ICE Municipal Bond ETF
$538,1500.0%11,7500.3%ETF
iShares Russell 2000 Value ETF stock logo
IWN
iShares Russell 2000 Value ETF
$506,748$6,107,187 â–¼-92.3%2900.2%ETF
CocaCola Company (The) stock logo
KO
CocaCola
$481,362$85,740 â–¼-15.1%5,9230.2%Consumer Staples
Vertiv Holdings Co. stock logo
VRT
Vertiv
$478,793$478,793 â–²New Holding1,4300.2%Industrials
HYMB
SPDR Nuveen ICE High Yield Municipal Bond ETF
$475,728$25,440 â–¼-5.1%18,7000.2%ETF
iShares iBoxx $ High Yield Corporate Bond ETF stock logo
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
$464,824$13,036 â–¼-2.7%5,8120.2%ETF
iShares Core S&P U.S. Growth ETF stock logo
IUSG
iShares Core S&P U.S. Growth ETF
$453,719$564 â–²0.1%2,4120.2%ETF
3M Company stock logo
MMM
3M
$449,948$73,183 â–¼-14.0%2,7790.2%Industrials
Keysight Technologies Inc. stock logo
KEYS
Keysight Technologies
$446,3390.0%1,2750.2%Technology
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$443,567$146,064 â–¼-24.8%2,8060.2%ETF
Aflac Incorporated stock logo
AFL
Aflac
$430,8940.0%3,6750.2%Finance
iShares S&P 100 ETF stock logo
OEF
iShares S&P 100 ETF
$429,897$12,805 â–¼-2.9%1,1750.2%ETF
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$424,406$8,565 â–¼-2.0%11,5450.2%Energy
Union Pacific Corporation stock logo
UNP
Union Pacific
$409,088$62,560 â–¼-13.3%1,5040.2%Industrials
FT Vest Rising Dividend Achievers Target Income ETF stock logo
RDVI
FT Vest Rising Dividend Achievers Target Income ETF
$398,198$12,260 â–²3.2%13,5440.2%ETF
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$394,152$73,904 â–¼-15.8%1,7600.2%Industrials
PepsiCo, Inc. stock logo
PEP
PepsiCo
$391,171$91,395 â–¼-18.9%2,8890.2%Consumer Staples
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$387,976$851 â–²0.2%1,8230.2%ETF
Booking Holdings Inc. stock logo
BKNG
Booking
$383,216$365,214 â–²2,028.7%2,1500.2%Consumer Discretionary
FIRST TR EXCHANGE-TRADED FD
$381,443$13,530 â–²3.7%12,0100.2%FT VEST TEC
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$377,811$820 â–²0.2%9220.2%ETF
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$375,985$99,715 â–¼-21.0%2,5640.2%Consumer Staples
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$370,5000.0%5,2000.2%ETF
iShares Russell Top 200 Growth ETF stock logo
IWY
iShares Russell Top 200 Growth ETF
$369,784$291 â–²0.1%1,2720.2%ETF
ProShares S&P 500 Aristocrats ETF stock logo
NOBL
ProShares S&P 500 Aristocrats ETF
$356,984$178,773 â–²100.3%6,3560.2%ETF
iShares U.S. Pharmaceuticals ETF stock logo
IHE
iShares U.S. Pharmaceuticals ETF
$342,042$693 â–²0.2%3,4540.2%ETF
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$340,184$39,472 â–¼-10.4%3,7490.2%Healthcare
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$333,432$81 â–²0.0%4,1130.2%ETF
Toronto Dominion Bank (The) stock logo
TD
Toronto Dominion Bank
$297,5040.0%2,4500.1%Finance
IDEXX Laboratories, Inc. stock logo
IDXX
IDEXX Laboratories
$290,5950.0%5520.1%Healthcare
JPMorgan Income ETF stock logo
JPIE
JPMorgan Income ETF
$290,115$55,260 â–¼-16.0%6,3000.1%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$271,691$751 â–²0.3%3620.1%ETF
Hershey Company (The) stock logo
HSY
Hershey
$265,807$10,001 â–¼-3.6%1,5150.1%Consumer Staples
International Business Machines Corporation stock logo
IBM
International Business Machines
$261,525$35,151 â–¼-11.8%9300.1%Technology
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$255,888$396 â–²0.2%2,5850.1%ETF

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