Aft, Forsyth and Company

Aft, Forsyth & Company as of March 31, 2026

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
Apple (AAPL) 4.7 $10M 39k 253.79
Microsoft Corporation (MSFT) 3.3 $7.1M 19k 370.18
Eli Lilly & Co. (LLY) 3.2 $6.8M 7.3k 919.77
Amazon (AMZN) 2.9 $6.3M 30k 208.27
Ishares Tr Expnd Tec Sc Etf (IGM) 2.9 $6.2M 53k 118.51
Mastercard Incorporated Cl A (MA) 2.5 $5.2M 11k 499.68
Visa Com Cl A (V) 2.5 $5.2M 17k 302.25
Alphabet Cap Stk Cl A (GOOGL) 2.4 $5.2M 18k 287.57
Intuitive Surgical Com New (ISRG) 2.0 $4.3M 9.4k 460.99
JPMorgan Chase & Co. (JPM) 1.7 $3.6M 12k 294.16
Ishares Tr Core S&p Scp Etf (IJR) 1.7 $3.5M 28k 124.31
Costco Wholesale Corporation (COST) 1.6 $3.5M 3.5k 996.43
Ishares Tr Rus Mid Cap Etf (IWR) 1.6 $3.4M 35k 97.23
Broadcom (AVGO) 1.5 $3.3M 11k 309.51
Meta Platforms Cl A (META) 1.2 $2.6M 4.5k 572.13
Arm Holdings Sponsored Ads (ARM) 1.1 $2.3M 15k 151.28
Palo Alto Networks (PANW) 1.1 $2.3M 14k 160.32
Blackrock (BLK) 1.0 $2.2M 2.3k 961.79
Ishares Tr S&p Mc 400gr Etf (IJK) 1.0 $2.1M 21k 100.62
Servicenow (NOW) 1.0 $2.1M 20k 104.55
Ishares Tr Rus 1000 Grw Etf (IWF) 1.0 $2.0M 4.7k 426.40
Lockheed Martin Corporation (LMT) 0.9 $2.0M 3.3k 604.39
Home Depot (HD) 0.9 $2.0M 5.9k 328.89
Ishares Tr U.s. Finls Etf (IYF) 0.9 $1.9M 16k 117.66
Johnson & Johnson (JNJ) 0.9 $1.9M 7.8k 244.44
Ishares Tr Core High Dv Etf (HDV) 0.9 $1.9M 14k 135.73
salesforce (CRM) 0.9 $1.9M 10k 186.68
MercadoLibre (MELI) 0.9 $1.9M 1.1k 1729.02
Ishares Tr Core S&p Mcp Etf (IJH) 0.9 $1.9M 27k 67.53
Ishares Tr S&P SML 600 GWT (IJT) 0.8 $1.7M 12k 144.71
Goldman Sachs (GS) 0.8 $1.6M 1.9k 845.99
Arista Networks Com Shs (ANET) 0.8 $1.6M 13k 122.78
Alphabet Cap Stk Cl C (GOOG) 0.8 $1.6M 5.6k 286.86
Ishares Tr Rus 2000 Grw Etf (IWO) 0.6 $1.4M 4.4k 313.88
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.6 $1.4M 10k 132.51
Abbvie (ABBV) 0.6 $1.4M 6.3k 217.49
Amgen (AMGN) 0.6 $1.4M 3.9k 351.85
Citigroup Com New (C) 0.6 $1.4M 12k 113.41
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.6 $1.3M 24k 55.52
Caterpillar (CAT) 0.6 $1.3M 1.8k 708.46
Oracle Corporation (ORCL) 0.5 $1.1M 7.8k 147.11
Ishares Tr Expanded Tech (IGV) 0.5 $1.1M 14k 80.05
Asml Hldg Nv N Y Registry Shs (ASML) 0.5 $1.1M 838.00 1320.83
Southern Company (SO) 0.5 $1.1M 11k 96.52
Cisco Systems (CSCO) 0.5 $1.1M 14k 77.59
Crowdstrike Hldgs Cl A (CRWD) 0.5 $1.1M 2.8k 390.41
Ishares Tr Russell 2000 Etf (IWM) 0.5 $1.1M 4.3k 248.03
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.5 $1.0M 8.0k 128.12
Adobe Systems Incorporated (ADBE) 0.5 $991k 4.1k 243.08
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $982k 1.7k 577.51
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.5 $981k 17k 56.68
Teradyne (TER) 0.5 $979k 3.3k 296.52
Lam Research Corp Com New (LRCX) 0.5 $978k 4.6k 213.67
Ishares Tr Us Hlthcare Etf (IYH) 0.4 $951k 15k 61.64
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.4 $939k 1.4k 650.55
Ishares Tr Sp Smcp600vl Etf (IJS) 0.4 $868k 7.3k 118.46
Merck & Co (MRK) 0.4 $863k 7.2k 120.28
Texas Instruments Incorporated (TXN) 0.4 $830k 4.3k 194.14
American Express Company (AXP) 0.4 $791k 2.6k 302.48
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.4 $791k 2.3k 337.95
Ishares Tr Rus 2000 Val Etf (IWN) 0.3 $718k 3.8k 189.63
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) 0.3 $714k 33k 21.42
Ishares Tr Ishares Biotech (IBB) 0.3 $700k 4.1k 168.87
Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $662k 3.1k 213.73
Vaneck Etf Trust Ig Floating Rate (FLTR) 0.3 $630k 25k 25.48
Starbucks Corporation (SBUX) 0.3 $617k 6.9k 89.59
Ishares Tr Trust Ishare 0-1 (SHV) 0.3 $598k 5.4k 110.41
Stryker Corporation (SYK) 0.3 $582k 1.8k 328.59
Pepsi (PEP) 0.3 $554k 3.6k 155.29
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $553k 3.7k 148.14
Spdr Series Trust State Street Spd (TFI) 0.3 $533k 12k 45.34
Coca-Cola Company (KO) 0.2 $531k 7.0k 76.05
Ishares Tr Rus Top 200 Etf (IWL) 0.2 $507k 3.2k 160.52
Dell Technologies CL C (DELL) 0.2 $489k 3.0k 164.13
Spdr Series Trust State Street Spd (HYMB) 0.2 $489k 20k 24.80
Mongodb Cl A (MDB) 0.2 $481k 2.0k 244.77
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.2 $475k 6.0k 79.56
3M Company (MMM) 0.2 $469k 3.2k 145.25
Procter & Gamble Company (PG) 0.2 $469k 3.2k 144.44
Morgan Stanley Com New (MS) 0.2 $458k 2.8k 164.57
Enterprise Products Partners (EPD) 0.2 $446k 12k 37.84
Abbott Laboratories (ABT) 0.2 $430k 4.2k 102.67
Booking Holdings (BKNG) 0.2 $425k 101.00 4210.32
Automatic Data Processing (ADP) 0.2 $425k 2.1k 203.18
Union Pacific Corporation (UNP) 0.2 $421k 1.7k 242.62
AFLAC Incorporated (AFL) 0.2 $403k 3.7k 109.71
Raytheon Technologies Corp (RTX) 0.2 $389k 2.0k 192.90
Ishares Tr S&p 100 Etf (OEF) 0.2 $385k 1.2k 318.07
Ishares Tr Core S&p Us Gwt (IUSG) 0.2 $374k 2.4k 155.17
Keysight Technologies (KEYS) 0.2 $360k 1.3k 282.37
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $349k 1.8k 191.94
J P Morgan Exchange Traded F Income Etf (JPIE) 0.2 $346k 7.5k 46.07
Atlassian Corporation Cl A (TEAM) 0.2 $339k 5.0k 68.25
Proshares Tr S&p 500 Dv Arist (NOBL) 0.2 $336k 3.2k 106.03
First Tr Exchange-traded Ft Vest Ris (RDVI) 0.2 $335k 13k 25.55
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $333k 5.2k 64.08
Ishares Tr Rus 1000 Etf (IWB) 0.2 $328k 920.00 356.88
Hershey Company (HSY) 0.2 $327k 1.6k 207.96
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.1 $317k 1.3k 249.00
IDEXX Laboratories (IDXX) 0.1 $310k 552.00 561.89
First Tr Exchange-traded Ft Vest Tec (TDVI) 0.1 $308k 12k 26.56
Exxon Mobil Corporation (XOM) 0.1 $307k 1.8k 169.66
Ishares Tr U.s. Pharma Etf (IHE) 0.1 $299k 3.4k 86.70
Zoetis Cl A (ZTS) 0.1 $290k 2.5k 118.21
Honeywell International 0.1 $288k 1.3k 226.03
Philip Morris International (PM) 0.1 $281k 1.7k 165.34
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.1 $281k 4.1k 68.29
Chevron Corporation (CVX) 0.1 $274k 1.3k 206.90
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $261k 1.8k 145.81
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $256k 2.6k 99.31
International Business Machines (IBM) 0.1 $256k 1.1k 242.39
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 0.1 $248k 10k 23.98
Advanced Micro Devices (AMD) 0.1 $241k 1.2k 203.43
Trane Technologies SHS (TT) 0.1 $238k 570.00 416.74
Ishares Tr Core S&p500 Etf (IVV) 0.1 $236k 361.00 654.71
Toronto Dominion Bk Ont Com New (TD) 0.1 $229k 2.5k 93.31
Veeva Sys Cl A Com (VEEV) 0.1 $228k 910.00 250.58
Ishares Tr Select Divid Etf (DVY) 0.1 $220k 1.5k 151.46
Workday Cl A (WDAY) 0.1 $220k 1.7k 129.92
T. Rowe Price (TROW) 0.1 $213k 2.4k 90.14
Illinois Tool Works (ITW) 0.1 $208k 800.00 260.29
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.1 $207k 4.2k 49.62