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, LLY, AMZN, and represent 37.34% of Aft, Forsyth & Company's stock portfolio.
- Added to shares of these 10 stocks: MA (+$6.0M), AVGO, NOW, BLK, TMO, ANET, TEAM, LRCX, HYG, JPIE.
- Started 16 new stock positions in HYG, AMD, TDVI, MA, JPIE, SNOW, RDVI, ANET, BLK, DELL. TEAM, AGG, AVGO, TMO, TD, LRCX.
- Reduced shares in these 10 stocks: NVDA, LQD, IBIT, SHW, ITW, ORCL, SHV, SO, HDV, PEP.
- Sold out of its positions in ITW, LQD, IBIT, SHW.
- Aft, Forsyth & Company was a net buyer of stock by $21M.
- Aft, Forsyth & Company has $232M in assets under management (AUM), dropping by 11.02%.
- Central Index Key (CIK): 0001512073
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Portfolio Holdings for Aft, Forsyth & Company
Aft, Forsyth & Company holds 128 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 22.3 | $52M | 277k | 186.50 |
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| Apple (AAPL) | 4.6 | $11M | 40k | 271.86 |
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| Microsoft Corporation (MSFT) | 4.0 | $9.3M | 19k | 483.63 |
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| Eli Lilly & Co. (LLY) | 3.4 | $7.9M | 7.4k | 1074.68 |
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| Amazon (AMZN) | 3.0 | $7.0M | 30k | 230.82 |
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| Ishares Tr Expnd Tec Sc Etf (IGM) | 3.0 | $6.9M | 53k | 129.16 |
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| Mastercard Incorporated Cl A (MA) | 2.6 | $6.0M | NEW | 11k | 570.90 |
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| Visa Com Cl A (V) | 2.5 | $5.8M | 17k | 350.71 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.5 | $5.7M | 18k | 313.01 |
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| Intuitive Surgical Com New (ISRG) | 2.3 | $5.3M | 9.4k | 566.36 |
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| JPMorgan Chase & Co. (JPM) | 1.7 | $4.0M | 12k | 322.22 |
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| Broadcom (AVGO) | 1.6 | $3.7M | NEW | 11k | 346.10 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 1.5 | $3.4M | 29k | 120.18 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 1.5 | $3.4M | 35k | 96.27 |
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| Servicenow (NOW) | 1.4 | $3.1M | +403% | 21k | 153.19 |
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| Costco Wholesale Corporation (COST) | 1.3 | $3.0M | 3.5k | 862.34 |
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| Meta Platforms Cl A (META) | 1.3 | $3.0M | 4.6k | 660.09 |
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| salesforce (CRM) | 1.2 | $2.7M | 10k | 264.92 |
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| Palo Alto Networks (PANW) | 1.1 | $2.6M | 14k | 184.20 |
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| Blackrock (BLK) | 1.1 | $2.5M | NEW | 2.3k | 1070.39 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.0 | $2.2M | 4.7k | 473.33 |
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| Thermo Fisher Scientific (TMO) | 0.9 | $2.2M | NEW | 3.8k | 579.48 |
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| MercadoLibre (MELI) | 0.9 | $2.1M | 1.1k | 2014.26 |
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| Ishares Tr U.s. Finls Etf (IYF) | 0.9 | $2.1M | 17k | 128.93 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.9 | $2.1M | 21k | 96.88 |
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| Home Depot (HD) | 0.9 | $2.0M | 5.9k | 344.10 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.8 | $1.9M | 28k | 66.00 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $1.8M | 5.6k | 313.80 |
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| Arista Networks Com Shs (ANET) | 0.8 | $1.8M | NEW | 13k | 131.03 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.7 | $1.7M | -2% | 14k | 121.61 |
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| Arm Holdings Sponsored Ads (ARM) | 0.7 | $1.7M | 15k | 109.31 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.7 | $1.7M | 12k | 141.16 |
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| Goldman Sachs (GS) | 0.7 | $1.6M | +4% | 1.9k | 879.00 |
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| Johnson & Johnson (JNJ) | 0.7 | $1.6M | 7.8k | 206.95 |
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| Lockheed Martin Corporation (LMT) | 0.7 | $1.6M | +4% | 3.3k | 483.67 |
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| Adobe Systems Incorporated (ADBE) | 0.7 | $1.5M | 4.4k | 349.99 |
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| Oracle Corporation (ORCL) | 0.7 | $1.5M | -8% | 7.9k | 194.91 |
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| Ishares Tr Expanded Tech (IGV) | 0.6 | $1.5M | 14k | 105.69 |
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| Abbvie (ABBV) | 0.6 | $1.4M | +4% | 6.3k | 228.49 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.6 | $1.4M | 4.4k | 323.00 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.6 | $1.4M | 11k | 131.59 |
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| Citigroup Com New (C) | 0.6 | $1.4M | +3% | 12k | 116.69 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.6 | $1.3M | +11% | 2.8k | 468.76 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.6 | $1.3M | +11% | 23k | 58.12 |
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| Amgen (AMGN) | 0.5 | $1.3M | 3.9k | 327.31 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.5 | $1.1M | 8.0k | 136.93 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $1.1M | 1.7k | 614.32 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.5 | $1.1M | 4.3k | 246.18 |
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| Ishares Tr Us Hlthcare Etf (IYH) | 0.4 | $1.0M | 16k | 65.10 |
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| Southern Company (SO) | 0.4 | $996k | -4% | 11k | 87.20 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $992k | 1.5k | 681.99 |
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| American Express Company (AXP) | 0.4 | $968k | 2.6k | 369.95 |
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| Caterpillar (CAT) | 0.4 | $951k | 1.8k | 523.80 |
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| Cisco Systems (CSCO) | 0.4 | $951k | 12k | 77.03 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.4 | $914k | 16k | 57.24 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.4 | $897k | 838.00 | 1069.86 |
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| Atlassian Corporation Cl A (TEAM) | 0.4 | $838k | NEW | 5.2k | 162.14 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.4 | $833k | 7.3k | 113.73 |
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| Mongodb Cl A (MDB) | 0.4 | $825k | 2.0k | 419.69 |
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| Lam Research Corp Com New (LRCX) | 0.4 | $822k | NEW | 4.8k | 171.18 |
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| Merck & Co (MRK) | 0.3 | $755k | -4% | 7.2k | 105.26 |
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| Texas Instruments Incorporated (TXN) | 0.3 | $742k | 4.3k | 173.49 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.3 | $727k | -5% | 3.5k | 210.34 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $711k | 2.3k | 303.89 |
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| Ishares Tr Ishares Biotech (IBB) | 0.3 | $700k | 4.1k | 168.75 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.3 | $686k | 3.8k | 181.19 |
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| Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) | 0.3 | $681k | -2% | 33k | 20.39 |
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| Ishares Tr Trust Ishare 0-1 (SHV) | 0.3 | $673k | -10% | 6.1k | 110.14 |
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| Teradyne (TER) | 0.3 | $639k | 3.3k | 193.54 |
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| Vaneck Etf Trust Ig Floating Rate (FLTR) | 0.3 | $629k | 25k | 25.48 |
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| Stryker Corporation (SYK) | 0.3 | $622k | -5% | 1.8k | 351.47 |
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| Starbucks Corporation (SBUX) | 0.3 | $580k | -6% | 6.9k | 84.21 |
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| Automatic Data Processing (ADP) | 0.2 | $556k | 2.2k | 257.23 |
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| Booking Holdings (BKNG) | 0.2 | $541k | 101.00 | 5355.33 |
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| Ishares Tr Rus Top 200 Etf (IWL) | 0.2 | $539k | 3.2k | 170.63 |
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| Spdr Series Trust State Street Spd (TFI) | 0.2 | $537k | 12k | 45.71 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $535k | 3.7k | 143.53 |
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| Abbott Laboratories (ABT) | 0.2 | $524k | 4.2k | 125.29 |
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| 3M Company (MMM) | 0.2 | $517k | +6% | 3.2k | 160.11 |
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| Pepsi (PEP) | 0.2 | $512k | -7% | 3.6k | 143.52 |
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| Apollo Global Mgmt (APO) | 0.2 | $507k | 3.5k | 144.76 |
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| Spdr Series Trust State Street Spd (HYMB) | 0.2 | $491k | 20k | 24.94 |
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| Coca-Cola Company (KO) | 0.2 | $488k | 7.0k | 69.91 |
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| Procter & Gamble Company (PG) | 0.2 | $484k | 3.4k | 143.31 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.2 | $482k | NEW | 6.0k | 80.63 |
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| Morgan Stanley Com New (MS) | 0.2 | $477k | 2.7k | 177.53 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.2 | $420k | 2.5k | 167.94 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.2 | $415k | 1.2k | 342.97 |
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| AFLAC Incorporated (AFL) | 0.2 | $405k | 3.7k | 110.27 |
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| Union Pacific Corporation (UNP) | 0.2 | $401k | 1.7k | 231.32 |
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| IDEXX Laboratories (IDXX) | 0.2 | $373k | 552.00 | 676.53 |
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| Enterprise Products Partners (EPD) | 0.2 | $372k | 12k | 32.06 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $370k | 2.0k | 183.40 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.2 | $363k | 1.3k | 277.01 |
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| Workday Cl A (WDAY) | 0.2 | $363k | 1.7k | 214.78 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.2 | $354k | 3.4k | 104.06 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $349k | 934.00 | 373.34 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $348k | 1.8k | 191.60 |
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| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.1 | $347k | NEW | 7.5k | 46.29 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $325k | 5.2k | 62.47 |
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| First Tr Exchange-traded Ft Vest Ris (RDVI) | 0.1 | $315k | NEW | 12k | 26.24 |
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| Zoetis Cl A (ZTS) | 0.1 | $309k | -8% | 2.5k | 125.81 |
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| Dell Technologies CL C (DELL) | 0.1 | $296k | NEW | 2.4k | 125.88 |
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| Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) | 0.1 | $294k | -8% | 12k | 24.33 |
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| Ishares Tr U.s. Pharma Etf (IHE) | 0.1 | $292k | 3.4k | 84.83 |
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| First Tr Exchange-traded Ft Vest Tec (TDVI) | 0.1 | $289k | NEW | 10k | 27.74 |
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| Hershey Company (HSY) | 0.1 | $287k | 1.6k | 182.63 |
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| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.1 | $286k | 4.1k | 69.47 |
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| Philip Morris International (PM) | 0.1 | $273k | 1.7k | 160.40 |
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| Keysight Technologies (KEYS) | 0.1 | $259k | 1.3k | 203.19 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $258k | NEW | 2.6k | 99.87 |
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| Advanced Micro Devices (AMD) | 0.1 | $253k | NEW | 1.2k | 214.16 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $252k | 1.8k | 141.03 |
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| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.1 | $248k | 1.3k | 195.09 |
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| Snowflake Com Shs (SNOW) | 0.1 | $247k | NEW | 1.1k | 219.36 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $247k | 361.00 | 684.65 |
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| Zscaler Incorporated (ZS) | 0.1 | $243k | 1.1k | 224.92 |
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| T. Rowe Price (TROW) | 0.1 | $242k | -9% | 2.4k | 102.38 |
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| Chevron Corporation (CVX) | 0.1 | $240k | -6% | 1.6k | 152.41 |
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| International Business Machines (IBM) | 0.1 | $238k | 805.00 | 296.21 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $233k | 1.9k | 120.34 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.1 | $231k | NEW | 2.5k | 94.20 |
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| Gartner (IT) | 0.1 | $227k | 900.00 | 252.28 |
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| Trane Technologies SHS (TT) | 0.1 | $222k | +15% | 570.00 | 389.20 |
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| First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) | 0.1 | $212k | 11k | 19.39 |
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| Veeva Sys Cl A Com (VEEV) | 0.1 | $212k | -3% | 949.00 | 223.23 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $204k | 1.4k | 141.12 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.1 | $201k | 4.2k | 48.00 |
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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 Q4 filed Feb. 13, 2026
- 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