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 36.77% of Aft, Forsyth & Company's stock portfolio.
- Added to shares of these 10 stocks: Honeywell International, ITW, V, CSCO, DELL, JEPQ, JEPI, IBM, GS, TDVI.
- Started 2 new stock positions in ITW, Honeywell International.
- Reduced shares in these 10 stocks: TMO, APO, HMC, SNOW, ZS, IT, FPEI, NVDA, AAPL, ADBE.
- Sold out of its positions in APO, FPEI, IT, HMC, SNOW, TMO, ZS.
- Aft, Forsyth & Company was a net seller of stock by $-4.0M.
- Aft, Forsyth & Company has $212M in assets under management (AUM), dropping by -8.34%.
- Central Index Key (CIK): 0001512073
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Portfolio Holdings for Aft, Forsyth & Company
Aft, Forsyth & Company holds 123 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 22.6 | $48M | 276k | 174.40 |
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| Apple (AAPL) | 4.7 | $10M | 39k | 253.79 |
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| Microsoft Corporation (MSFT) | 3.3 | $7.1M | 19k | 370.18 |
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| Eli Lilly & Co. (LLY) | 3.2 | $6.8M | 7.3k | 919.77 |
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| Amazon (AMZN) | 2.9 | $6.3M | 30k | 208.27 |
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| Ishares Tr Expnd Tec Sc Etf (IGM) | 2.9 | $6.2M | 53k | 118.51 |
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| Mastercard Incorporated Cl A (MA) | 2.5 | $5.2M | 11k | 499.68 |
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| Visa Com Cl A (V) | 2.5 | $5.2M | +3% | 17k | 302.25 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.4 | $5.2M | 18k | 287.57 |
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| Intuitive Surgical Com New (ISRG) | 2.0 | $4.3M | 9.4k | 460.99 |
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| JPMorgan Chase & Co. (JPM) | 1.7 | $3.6M | 12k | 294.16 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 1.7 | $3.5M | 28k | 124.31 |
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| Costco Wholesale Corporation (COST) | 1.6 | $3.5M | 3.5k | 996.43 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 1.6 | $3.4M | 35k | 97.23 |
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| Broadcom (AVGO) | 1.5 | $3.3M | 11k | 309.51 |
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| Meta Platforms Cl A (META) | 1.2 | $2.6M | 4.5k | 572.13 |
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| Arm Holdings Sponsored Ads (ARM) | 1.1 | $2.3M | 15k | 151.28 |
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| Palo Alto Networks (PANW) | 1.1 | $2.3M | 14k | 160.32 |
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| Blackrock (BLK) | 1.0 | $2.2M | 2.3k | 961.79 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 1.0 | $2.1M | 21k | 100.62 |
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| Servicenow (NOW) | 1.0 | $2.1M | 20k | 104.55 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.0 | $2.0M | 4.7k | 426.40 |
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| Lockheed Martin Corporation (LMT) | 0.9 | $2.0M | 3.3k | 604.39 |
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| Home Depot (HD) | 0.9 | $2.0M | 5.9k | 328.89 |
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| Ishares Tr U.s. Finls Etf (IYF) | 0.9 | $1.9M | 16k | 117.66 |
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| Johnson & Johnson (JNJ) | 0.9 | $1.9M | 7.8k | 244.44 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.9 | $1.9M | 14k | 135.73 |
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| salesforce (CRM) | 0.9 | $1.9M | 10k | 186.68 |
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| MercadoLibre (MELI) | 0.9 | $1.9M | 1.1k | 1729.02 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.9 | $1.9M | -2% | 27k | 67.53 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.8 | $1.7M | 12k | 144.71 |
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| Goldman Sachs (GS) | 0.8 | $1.6M | +3% | 1.9k | 845.99 |
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| Arista Networks Com Shs (ANET) | 0.8 | $1.6M | 13k | 122.78 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $1.6M | 5.6k | 286.86 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.6 | $1.4M | 4.4k | 313.88 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.6 | $1.4M | -2% | 10k | 132.51 |
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| Abbvie (ABBV) | 0.6 | $1.4M | 6.3k | 217.49 |
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| Amgen (AMGN) | 0.6 | $1.4M | 3.9k | 351.85 |
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| Citigroup Com New (C) | 0.6 | $1.4M | 12k | 113.41 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.6 | $1.3M | +6% | 24k | 55.52 |
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| Caterpillar (CAT) | 0.6 | $1.3M | 1.8k | 708.46 |
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| Oracle Corporation (ORCL) | 0.5 | $1.1M | 7.8k | 147.11 |
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| Ishares Tr Expanded Tech (IGV) | 0.5 | $1.1M | 14k | 80.05 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.5 | $1.1M | 838.00 | 1320.83 |
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| Southern Company (SO) | 0.5 | $1.1M | 11k | 96.52 |
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| Cisco Systems (CSCO) | 0.5 | $1.1M | +14% | 14k | 77.59 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.5 | $1.1M | 2.8k | 390.41 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.5 | $1.1M | 4.3k | 248.03 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.5 | $1.0M | 8.0k | 128.12 |
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| Adobe Systems Incorporated (ADBE) | 0.5 | $991k | -7% | 4.1k | 243.08 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $982k | 1.7k | 577.51 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.5 | $981k | +8% | 17k | 56.68 |
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| Teradyne (TER) | 0.5 | $979k | 3.3k | 296.52 |
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| Lam Research Corp Com New (LRCX) | 0.5 | $978k | -4% | 4.6k | 213.67 |
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| Ishares Tr Us Hlthcare Etf (IYH) | 0.4 | $951k | -2% | 15k | 61.64 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.4 | $939k | 1.4k | 650.55 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.4 | $868k | 7.3k | 118.46 |
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| Merck & Co (MRK) | 0.4 | $863k | 7.2k | 120.28 |
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| Texas Instruments Incorporated (TXN) | 0.4 | $830k | 4.3k | 194.14 |
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| American Express Company (AXP) | 0.4 | $791k | 2.6k | 302.48 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.4 | $791k | 2.3k | 337.95 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.3 | $718k | 3.8k | 189.63 |
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| Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) | 0.3 | $714k | 33k | 21.42 |
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| Ishares Tr Ishares Biotech (IBB) | 0.3 | $700k | 4.1k | 168.87 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.3 | $662k | -10% | 3.1k | 213.73 |
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| Vaneck Etf Trust Ig Floating Rate (FLTR) | 0.3 | $630k | 25k | 25.48 |
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| Starbucks Corporation (SBUX) | 0.3 | $617k | 6.9k | 89.59 |
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| Ishares Tr Trust Ishare 0-1 (SHV) | 0.3 | $598k | -11% | 5.4k | 110.41 |
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| Stryker Corporation (SYK) | 0.3 | $582k | 1.8k | 328.59 |
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| Pepsi (PEP) | 0.3 | $554k | 3.6k | 155.29 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $553k | 3.7k | 148.14 |
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| Spdr Series Trust State Street Spd (TFI) | 0.3 | $533k | 12k | 45.34 |
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| Coca-Cola Company (KO) | 0.2 | $531k | 7.0k | 76.05 |
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| Ishares Tr Rus Top 200 Etf (IWL) | 0.2 | $507k | 3.2k | 160.52 |
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| Dell Technologies CL C (DELL) | 0.2 | $489k | +26% | 3.0k | 164.13 |
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| Spdr Series Trust State Street Spd (HYMB) | 0.2 | $489k | 20k | 24.80 |
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| Mongodb Cl A (MDB) | 0.2 | $481k | 2.0k | 244.77 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.2 | $475k | 6.0k | 79.56 |
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| 3M Company (MMM) | 0.2 | $469k | 3.2k | 145.25 |
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| Procter & Gamble Company (PG) | 0.2 | $469k | -3% | 3.2k | 144.44 |
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| Morgan Stanley Com New (MS) | 0.2 | $458k | +3% | 2.8k | 164.57 |
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| Enterprise Products Partners (EPD) | 0.2 | $446k | 12k | 37.84 |
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| Abbott Laboratories (ABT) | 0.2 | $430k | 4.2k | 102.67 |
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| Booking Holdings (BKNG) | 0.2 | $425k | 101.00 | 4210.32 |
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| Automatic Data Processing (ADP) | 0.2 | $425k | -3% | 2.1k | 203.18 |
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| Union Pacific Corporation (UNP) | 0.2 | $421k | 1.7k | 242.62 |
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| AFLAC Incorporated (AFL) | 0.2 | $403k | 3.7k | 109.71 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $389k | 2.0k | 192.90 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.2 | $385k | 1.2k | 318.07 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.2 | $374k | -3% | 2.4k | 155.17 |
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| Keysight Technologies (KEYS) | 0.2 | $360k | 1.3k | 282.37 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $349k | 1.8k | 191.94 |
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| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.2 | $346k | 7.5k | 46.07 |
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| Atlassian Corporation Cl A (TEAM) | 0.2 | $339k | -3% | 5.0k | 68.25 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.2 | $336k | -6% | 3.2k | 106.03 |
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| First Tr Exchange-traded Ft Vest Ris (RDVI) | 0.2 | $335k | +9% | 13k | 25.55 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $333k | 5.2k | 64.08 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $328k | 920.00 | 356.88 |
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| Hershey Company (HSY) | 0.2 | $327k | 1.6k | 207.96 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.1 | $317k | -3% | 1.3k | 249.00 |
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| IDEXX Laboratories (IDXX) | 0.1 | $310k | 552.00 | 561.89 |
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| First Tr Exchange-traded Ft Vest Tec (TDVI) | 0.1 | $308k | +11% | 12k | 26.56 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $307k | -6% | 1.8k | 169.66 |
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| Ishares Tr U.s. Pharma Etf (IHE) | 0.1 | $299k | 3.4k | 86.70 |
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| Zoetis Cl A (ZTS) | 0.1 | $290k | 2.5k | 118.21 |
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| Honeywell International | 0.1 | $288k | NEW | 1.3k | 226.03 |
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| Philip Morris International (PM) | 0.1 | $281k | 1.7k | 165.34 |
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| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.1 | $281k | 4.1k | 68.29 |
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| Chevron Corporation (CVX) | 0.1 | $274k | -15% | 1.3k | 206.90 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $261k | 1.8k | 145.81 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $256k | 2.6k | 99.31 |
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| International Business Machines (IBM) | 0.1 | $256k | +31% | 1.1k | 242.39 |
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| Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) | 0.1 | $248k | -14% | 10k | 23.98 |
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| Advanced Micro Devices (AMD) | 0.1 | $241k | 1.2k | 203.43 |
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| Trane Technologies SHS (TT) | 0.1 | $238k | 570.00 | 416.74 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $236k | 361.00 | 654.71 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.1 | $229k | 2.5k | 93.31 |
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| Veeva Sys Cl A Com (VEEV) | 0.1 | $228k | -4% | 910.00 | 250.58 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $220k | 1.5k | 151.46 |
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| Workday Cl A (WDAY) | 0.1 | $220k | 1.7k | 129.92 |
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| T. Rowe Price (TROW) | 0.1 | $213k | 2.4k | 90.14 |
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| Illinois Tool Works (ITW) | 0.1 | $208k | NEW | 800.00 | 260.29 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.1 | $207k | 4.2k | 49.62 |
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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 2026 Q1 filed May 14, 2026
- 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