Aft, Forsyth and Company
Latest statistics and disclosures from Aft, Forsyth & Company's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AAPL, MSFT, IGM, AMZN, and represent 41.06% of Aft, Forsyth & Company's stock portfolio.
- Added to shares of these 10 stocks: ORCL, ZS, IBIT, C, JEPQ, JEPI, SPHD, DVY, ADBE, JPM.
- Started 4 new stock positions in SPHD, IBIT, ZS, DVY.
- Reduced shares in these 10 stocks: NVDA, SHV, INTU, FLTR, SBUX, TER, TROW, ITW, ARM, PANW.
- Sold out of its position in INTU.
- Aft, Forsyth & Company was a net seller of stock by $-1.7M.
- Aft, Forsyth & Company has $209M in assets under management (AUM), dropping by 6.94%.
- Central Index Key (CIK): 0001512073
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Portfolio Holdings for Aft, Forsyth & Company
Aft, Forsyth & Company holds 116 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 25.1 | $52M | -4% | 281k | 186.58 |
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| Apple (AAPL) | 4.8 | $10M | 40k | 254.63 |
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| Microsoft Corporation (MSFT) | 4.8 | $9.9M | 19k | 517.96 |
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| Ishares Tr Expnd Tec Sc Etf (IGM) | 3.2 | $6.7M | 53k | 125.95 |
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| Amazon (AMZN) | 3.2 | $6.6M | 30k | 219.57 |
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| Visa Com Cl A (V) | 2.7 | $5.7M | 17k | 341.37 |
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| Eli Lilly & Co. (LLY) | 2.7 | $5.6M | 7.4k | 763.00 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.1 | $4.4M | 18k | 243.11 |
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| Intuitive Surgical Com New (ISRG) | 2.0 | $4.2M | +3% | 9.4k | 447.23 |
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| JPMorgan Chase & Co. (JPM) | 1.9 | $3.9M | +4% | 12k | 315.43 |
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| Servicenow (NOW) | 1.8 | $3.7M | 4.1k | 920.28 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 1.6 | $3.4M | 29k | 118.83 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 1.6 | $3.4M | 35k | 96.55 |
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| Meta Platforms Cl A (META) | 1.6 | $3.3M | 4.5k | 734.38 |
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| Costco Wholesale Corporation (COST) | 1.5 | $3.2M | 3.5k | 925.63 |
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| Palo Alto Networks (PANW) | 1.4 | $2.9M | 14k | 203.62 |
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| MercadoLibre (MELI) | 1.2 | $2.5M | +6% | 1.1k | 2336.94 |
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| salesforce (CRM) | 1.2 | $2.4M | 10k | 237.01 |
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| Oracle Corporation (ORCL) | 1.2 | $2.4M | +16% | 8.6k | 281.24 |
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| Home Depot (HD) | 1.2 | $2.4M | 6.0k | 405.19 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.1 | $2.2M | 4.8k | 468.46 |
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| Arm Holdings Sponsored Ads (ARM) | 1.0 | $2.2M | 15k | 141.49 |
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| Ishares Tr U.s. Finls Etf (IYF) | 1.0 | $2.1M | 17k | 126.64 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 1.0 | $2.0M | 21k | 95.89 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.9 | $1.8M | 28k | 65.26 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.8 | $1.8M | 14k | 122.45 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.8 | $1.7M | 12k | 141.50 |
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| Ishares Tr Expanded Tech (IGV) | 0.8 | $1.6M | 14k | 115.01 |
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| Adobe Systems Incorporated (ADBE) | 0.8 | $1.6M | +14% | 4.5k | 352.75 |
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| Lockheed Martin Corporation (LMT) | 0.7 | $1.6M | 3.1k | 499.21 |
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| Johnson & Johnson (JNJ) | 0.7 | $1.4M | +4% | 7.7k | 185.42 |
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| Goldman Sachs (GS) | 0.7 | $1.4M | +9% | 1.8k | 796.35 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.7 | $1.4M | 4.4k | 320.02 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.7 | $1.4M | 11k | 129.72 |
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| Abbvie (ABBV) | 0.7 | $1.4M | 6.0k | 231.54 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $1.4M | 5.6k | 243.55 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.6 | $1.2M | 2.5k | 490.38 |
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| Citigroup Com New (C) | 0.6 | $1.2M | +25% | 12k | 101.50 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.6 | $1.2M | +24% | 20k | 57.52 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.5 | $1.1M | 8.0k | 142.42 |
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| Southern Company (SO) | 0.5 | $1.1M | 12k | 94.77 |
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| Amgen (AMGN) | 0.5 | $1.1M | 3.9k | 282.20 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $1.0M | 1.7k | 600.45 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.5 | $1.0M | 4.3k | 241.95 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $988k | 1.5k | 666.28 |
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| Ishares Tr Us Hlthcare Etf (IYH) | 0.4 | $930k | 16k | 58.72 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.4 | $925k | +30% | 16k | 57.10 |
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| American Express Company (AXP) | 0.4 | $869k | 2.6k | 332.16 |
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| Caterpillar (CAT) | 0.4 | $866k | 1.8k | 477.15 |
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| Cisco Systems (CSCO) | 0.4 | $844k | 12k | 68.42 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.4 | $811k | 838.00 | 968.09 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.4 | $808k | 7.3k | 110.59 |
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| Texas Instruments Incorporated (TXN) | 0.4 | $785k | 4.3k | 183.73 |
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| Ishares Tr Short Treas Bd (SHV) | 0.4 | $751k | -63% | 6.8k | 110.49 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.4 | $743k | 3.7k | 203.57 |
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| Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) | 0.3 | $721k | 34k | 21.07 |
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| Stryker Corporation (SYK) | 0.3 | $691k | -5% | 1.9k | 369.67 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.3 | $674k | 3.8k | 176.82 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $654k | 2.3k | 279.29 |
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| Automatic Data Processing (ADP) | 0.3 | $634k | 2.2k | 293.50 |
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| Merck & Co (MRK) | 0.3 | $634k | 7.5k | 83.93 |
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| Vaneck Etf Trust Ig Floating Rate (FLTR) | 0.3 | $630k | -17% | 25k | 25.57 |
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| Starbucks Corporation (SBUX) | 0.3 | $621k | -14% | 7.3k | 84.60 |
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| Mongodb Cl A (MDB) | 0.3 | $618k | -3% | 2.0k | 310.38 |
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| Ishares Tr Ishares Biotech (IBB) | 0.3 | $601k | 4.2k | 144.36 |
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| Abbott Laboratories (ABT) | 0.3 | $560k | 4.2k | 133.94 |
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| Booking Holdings (BKNG) | 0.3 | $545k | 101.00 | 5399.27 |
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| Pepsi (PEP) | 0.3 | $543k | 3.9k | 140.44 |
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| Spdr Series Trust Nuveen Ice Munic (TFI) | 0.3 | $535k | 12k | 45.57 |
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| Procter & Gamble Company (PG) | 0.3 | $528k | -5% | 3.4k | 153.65 |
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| Ishares Tr Rus Top 200 Etf (IWL) | 0.3 | $525k | 3.2k | 166.10 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $524k | 3.7k | 140.95 |
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| Spdr Series Trust Nuveen Ice High (HYMB) | 0.2 | $491k | -5% | 20k | 24.93 |
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| 3M Company (MMM) | 0.2 | $470k | 3.0k | 155.17 |
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| Apollo Global Mgmt (APO) | 0.2 | $466k | 3.5k | 133.27 |
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| Coca-Cola Company (KO) | 0.2 | $466k | -3% | 7.0k | 66.32 |
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| Teradyne (TER) | 0.2 | $454k | -15% | 3.3k | 137.62 |
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| Morgan Stanley Com New (MS) | 0.2 | $427k | 2.7k | 158.96 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.2 | $411k | 2.5k | 164.54 |
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| AFLAC Incorporated (AFL) | 0.2 | $411k | 3.7k | 111.70 |
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| Union Pacific Corporation (UNP) | 0.2 | $410k | -5% | 1.7k | 236.37 |
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| Workday Cl A (WDAY) | 0.2 | $407k | -7% | 1.7k | 240.73 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.2 | $403k | 1.2k | 332.84 |
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| Zoetis Cl A (ZTS) | 0.2 | $391k | 2.7k | 146.30 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.2 | $359k | 1.3k | 273.60 |
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| Enterprise Products Partners (EPD) | 0.2 | $357k | 11k | 31.27 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.2 | $355k | 3.4k | 103.08 |
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| IDEXX Laboratories (IDXX) | 0.2 | $353k | 552.00 | 638.89 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $343k | 1.8k | 189.69 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $340k | 931.00 | 365.55 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $338k | 2.0k | 167.33 |
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| Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) | 0.2 | $327k | -7% | 13k | 24.70 |
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| Zscaler Incorporated (ZS) | 0.2 | $324k | NEW | 1.1k | 299.66 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $312k | 5.2k | 59.92 |
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| Hershey Company (HSY) | 0.1 | $294k | 1.6k | 187.02 |
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| Veeva Sys Cl A Com (VEEV) | 0.1 | $293k | +4% | 984.00 | 297.91 |
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| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.1 | $277k | 4.1k | 67.26 |
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| Philip Morris International (PM) | 0.1 | $276k | 1.7k | 162.20 |
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| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.1 | $268k | 1.3k | 210.50 |
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| T. Rowe Price (TROW) | 0.1 | $268k | -23% | 2.6k | 102.64 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $265k | -9% | 2.4k | 111.45 |
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| Chevron Corporation (CVX) | 0.1 | $262k | 1.7k | 155.29 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $256k | NEW | 3.9k | 65.00 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $251k | -12% | 1.8k | 139.65 |
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| Ishares Tr U.s. Pharma Etf (IHE) | 0.1 | $249k | 3.4k | 72.56 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $241k | 359.00 | 670.38 |
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| Gartner (IT) | 0.1 | $237k | 900.00 | 262.87 |
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| International Business Machines (IBM) | 0.1 | $227k | 805.00 | 282.16 |
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| Keysight Technologies (KEYS) | 0.1 | $223k | 1.3k | 174.92 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $218k | 1.9k | 112.75 |
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| Sherwin-Williams Company (SHW) | 0.1 | $213k | 615.00 | 346.26 |
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| First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) | 0.1 | $211k | -7% | 11k | 19.34 |
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| Trane Technologies SHS (TT) | 0.1 | $209k | 495.00 | 421.96 |
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| Illinois Tool Works (ITW) | 0.1 | $209k | -20% | 800.00 | 260.76 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.1 | $207k | NEW | 4.2k | 49.45 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $205k | NEW | 1.4k | 142.11 |
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Past Filings by Aft, Forsyth & Company
SEC 13F filings are viewable for Aft, Forsyth & Company going back to 2010
- Aft, Forsyth & Company 2025 Q3 filed Nov. 7, 2025
- Aft, Forsyth & Company 2025 Q2 filed Aug. 14, 2025
- Aft, Forsyth & Company 2025 Q1 filed May 12, 2025
- Aft, Forsyth & Company 2024 Q4 filed Jan. 29, 2025
- Aft, Forsyth & Company 2024 Q3 filed Nov. 14, 2024
- Aft, Forsyth & Company 2024 Q2 filed Aug. 13, 2024
- Aft, Forsyth & Company 2024 Q1 filed April 30, 2024
- Aft, Forsyth & Company 2023 Q4 filed Feb. 9, 2024
- Aft, Forsyth & Company 2023 Q3 filed Nov. 7, 2023
- Aft, Forsyth & Company 2023 Q2 filed Aug. 14, 2023
- Aft, Forsyth & Company 2023 Q1 filed May 2, 2023
- Aft, Forsyth & Company 2022 Q4 filed Feb. 13, 2023
- Aft, Forsyth & Company 2022 Q3 filed Nov. 14, 2022
- Aft, Forsyth & Company 2022 Q2 filed July 28, 2022
- Aft, Forsyth & Company 2022 Q1 filed May 10, 2022
- Aft, Forsyth & Company 2021 Q4 filed Feb. 7, 2022