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Aft, Forsyth & Company, Inc. Top Holdings and 13F Report (2025)

About Aft, Forsyth & Company, Inc.

Investment Activity

  • Aft, Forsyth & Company, Inc. has $203.93 million in total holdings as of December 31, 2024.
  • Aft, Forsyth & Company, Inc. owns shares of 126 different stocks, but just 45 companies or ETFs make up 80% of its holdings.
  • Approximately 1.63% of the portfolio was purchased this quarter.
  • About 3.62% of the portfolio was sold this quarter.
  • This quarter, Aft, Forsyth & Company, Inc. has purchased 131 new stocks and bought additional shares in 33 stocks.
  • Aft, Forsyth & Company, Inc. sold shares of 59 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

NVIDIA
$40,323,487
Apple
$9,888,626
Microsoft
$8,131,291
Amazon.com
$6,711,798

Largest Purchases this Quarter

Palo Alto Networks
7,381 shares (about $1.34M)
Arista Networks
8,064 shares (about $891.31K)
Lam Research
5,088 shares (about $367.51K)
Oracle
1,659 shares (about $276.46K)
JPMorgan Nasdaq Equity Premium Income ETF
1,245 shares (about $70.19K)

Largest Sales this Quarter

NVIDIA
17,817 shares (about $2.39M)
ServiceNow
313 shares (about $331.82K)
MongoDB
1,240 shares (about $288.68K)
Apple
1,140 shares (about $285.48K)
Microsoft
479 shares (about $201.90K)

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 Co. stock logo
NVDA
NVIDIA
$40,323,487$2,392,643 -5.6%300,27219.8%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$9,888,626$285,480 -2.8%39,4884.8%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$8,131,291$201,902 -2.4%19,2914.0%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$6,711,798$139,313 -2.0%30,5933.3%Retail/Wholesale
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$5,828,600$23,160 -0.4%7,5502.9%Medical
Mastercard Incorporated stock logo
MA
Mastercard
$5,534,397$75,302 -1.3%10,5102.7%Business Services
iShares Expanded Tech Sector ETF stock logo
IGM
iShares Expanded Tech Sector ETF
$5,522,333$198,666 -3.5%54,0932.7%ETF
Visa Inc. stock logo
V
Visa
$5,250,570$79,640 -1.5%16,6142.6%Business Services
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$4,806,730$62,635 -1.3%9,2092.4%Medical
ServiceNow, Inc. stock logo
NOW
ServiceNow
$4,347,552$331,818 -7.1%4,1012.1%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$3,483,159$165,639 -4.5%18,4001.7%Computer and Technology
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$3,346,833$60,491 -1.8%29,0471.6%ETF
Salesforce, Inc. stock logo
CRM
Salesforce
$3,297,874$20,060 0.6%9,8641.6%Computer and Technology
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$3,134,560$23,823 -0.8%3,4211.5%Retail/Wholesale
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$3,111,676$619 0.0%35,2001.5%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$2,784,951$46,264 -1.6%11,6181.4%Finance
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$2,687,913$1,343,047 99.9%14,7721.3%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$2,604,934$49,768 -1.9%4,4491.3%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$2,374,0420.0%10,2401.2%Computer and Technology
The Home Depot, Inc. stock logo
HD
Home Depot
$2,339,386$45,512 -1.9%6,0141.1%Retail/Wholesale
BlackRock, Inc. stock logo
BLK
BlackRock
$2,291,011$49,203 2.2%2,2351.1%Finance
Adobe Inc. stock logo
ADBE
Adobe
$2,091,330$128,957 -5.8%4,7031.0%Computer and Technology
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$2,014,908$7,804 0.4%3,8731.0%Medical
ARM HOLDINGS PLC
$1,967,715$67,231 3.5%15,9511.0%SPONSORED ADS
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$1,932,438$402 0.0%4,8120.9%ETF
iShares S&P Mid-Cap 400 Growth ETF stock logo
IJK
iShares S&P Mid-Cap 400 Growth ETF
$1,923,732$637 0.0%21,1560.9%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,907,402$31,730 -1.6%4,2080.9%Finance
iShares U.S. Financials ETF stock logo
IYF
iShares U.S. Financials ETF
$1,826,004$61,814 -3.3%16,5130.9%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$1,754,771$46,421 -2.6%28,1620.9%ETF
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$1,744,651$113,929 -6.1%1,0260.9%Retail/Wholesale
iShares Core High Dividend ETF stock logo
HDV
iShares Core High Dividend ETF
$1,617,583$57,141 -3.4%14,4090.8%ETF
iShares S&P Small-Cap 600 Growth ETF stock logo
IJT
iShares S&P Small-Cap 600 Growth ETF
$1,596,966$948 0.1%11,7970.8%ETF
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$1,500,583$15,550 1.0%3,0880.7%Aerospace
Atlassian Co. stock logo
TEAM
Atlassian
$1,489,486$40,158 2.8%6,1200.7%Computer and Technology
iShares Expanded Tech-Software Sector ETF stock logo
IGV
iShares Expanded Tech-Software Sector ETF
$1,398,607$32,039 -2.2%13,9690.7%ETF
iShares S&P Mid-Cap 400 Value ETF stock logo
IJJ
iShares S&P Mid-Cap 400 Value ETF
$1,349,474$17,995 -1.3%10,7990.7%ETF
iShares Russell 2000 Growth ETF stock logo
IWO
iShares Russell 2000 Growth ETF
$1,268,5300.0%4,4070.6%ETF
Arista Networks, Inc. stock logo
ANET
Arista Networks
$1,186,650$891,314 301.8%10,7360.6%Computer and Technology
Oracle Co. stock logo
ORCL
Oracle
$1,122,987$276,456 32.7%6,7390.6%Computer and Technology
AbbVie Inc. stock logo
ABBV
AbbVie
$1,122,7090.0%6,3180.6%Medical
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,115,599$45,411 -3.9%7,7140.5%Medical
Amgen Inc. stock logo
AMGN
Amgen
$1,086,869$16,942 -1.5%4,1700.5%Medical
Alphabet Inc. stock logo
GOOG
Alphabet
$1,070,2730.0%5,6200.5%Computer and Technology
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$1,013,072$127 0.0%7,9930.5%ETF
The Southern Company stock logo
SO
Southern
$987,6750.0%11,9980.5%Utilities
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$967,284$221 0.0%4,3780.5%Finance
iShares U.S. Healthcare ETF stock logo
IYH
iShares U.S. Healthcare ETF
$925,997$19,230 -2.0%15,8910.5%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$874,375$55,224 -5.9%1,7100.4%Finance
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$872,405$67,964 -7.2%1,4890.4%Finance
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$867,5190.0%1,5150.4%Finance
Workday, Inc. stock logo
WDAY
Workday
$845,048$28,383 -3.2%3,2750.4%Computer and Technology
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$842,7950.0%8,4720.4%Medical
MongoDB, Inc. stock logo
MDB
MongoDB
$832,761$288,684 -25.7%3,5770.4%Computer and Technology
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$803,4800.0%4,2850.4%Computer and Technology
American Express stock logo
AXP
American Express
$803,114$13,356 1.7%2,7060.4%Finance
iShares S&P Small-Cap 600 Value ETF stock logo
IJS
iShares S&P Small-Cap 600 Value ETF
$790,473$1,303 0.2%7,2780.4%ETF
VanEck Floating Rate ETF stock logo
FLTR
VanEck Floating Rate ETF
$771,406$3,181 0.4%30,3110.4%ETF
Chipotle Mexican Grill, Inc. stock logo
CMG
Chipotle Mexican Grill
$753,7500.0%12,5000.4%Retail/Wholesale
CrowdStrike Holdings, Inc. stock logo
CRWD
CrowdStrike
$742,829$22,240 -2.9%2,1710.4%Computer and Technology
Starbucks Co. stock logo
SBUX
Starbucks
$740,4940.0%8,1150.4%Retail/Wholesale
SPDR Nuveen Bloomberg High Yield Municipal Bond ETF stock logo
HYMB
SPDR Nuveen Bloomberg High Yield Municipal Bond ETF
$737,344$138,132 -15.8%28,8250.4%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$733,6060.0%12,3920.4%Computer and Technology
Invesco High Yield Equity Dividend Achievers ETF stock logo
PEY
Invesco High Yield Equity Dividend Achievers ETF
$731,525$5,379 -0.7%34,4090.4%ETF
Stryker Co. stock logo
SYK
Stryker
$727,3010.0%2,0200.4%Medical
ASML Holding stock logo
ASML
ASML
$702,090$10,396 -1.5%1,0130.3%Computer and Technology
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$672,744$6,109 -0.9%3,6340.3%ETF
iShares Russell 2000 Value ETF stock logo
IWN
iShares Russell 2000 Value ETF
$666,456$164 0.0%4,0600.3%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$658,4090.0%1,8150.3%Industrial Products
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$632,5900.0%2,1610.3%Business Services
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$630,8670.0%3,7630.3%Consumer Staples
JPMorgan Nasdaq Equity Premium Income ETF stock logo
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
$629,078$70,192 12.6%11,1580.3%ETF
PepsiCo, Inc. stock logo
PEP
PepsiCo
$587,560$47,595 -7.5%3,8640.3%Consumer Staples
Teradyne, Inc. stock logo
TER
Teradyne
$579,384$25,185 -4.2%4,6010.3%Computer and Technology
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
$578,0600.0%3,5000.3%Finance
Gartner, Inc. stock logo
IT
Gartner
$566,830$7,267 -1.3%1,1700.3%Business Services
iShares Biotechnology ETF stock logo
IBB
iShares Biotechnology ETF
$556,427$20,226 -3.5%4,2090.3%Finance
SPDR Nuveen Barclays Municipal Bond ETF stock logo
TFI
SPDR Nuveen Barclays Municipal Bond ETF
$536,0350.0%11,7500.3%Finance
Citigroup Inc. stock logo
C
Citigroup
$532,3600.0%7,5630.3%Finance
Invesco Variable Rate Preferred ETF stock logo
VRP
Invesco Variable Rate Preferred ETF
$525,416$4,766 0.9%21,7200.3%ETF
Booking Holdings Inc. stock logo
BKNG
Booking
$501,810$24,842 -4.7%1010.2%Retail/Wholesale
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$494,380$42,459 9.4%8,5930.2%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$487,542$893 0.2%3,8210.2%ETF
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$473,2520.0%4,1840.2%Medical
Zoetis Inc. stock logo
ZTS
Zoetis
$467,3210.0%2,8680.2%Medical
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$462,1270.0%2,3400.2%Computer and Technology
Dell Technologies Inc. stock logo
DELL
Dell Technologies
$459,808$69,144 -13.1%3,9900.2%Computer and Technology
iShares Russell Top 200 ETF stock logo
IWL
iShares Russell Top 200 ETF
$456,602$145 0.0%3,1550.2%ETF
The Coca-Cola Company stock logo
KO
Coca-Cola
$454,062$12,452 -2.7%7,2930.2%Consumer Staples
Union Pacific Co. stock logo
UNP
Union Pacific
$431,9080.0%1,8940.2%Transportation
Lam Research Co. stock logo
LRCX
Lam Research
$408,316$367,506 900.5%5,6530.2%Computer and Technology
iShares Core S&P U.S. Growth ETF stock logo
IUSG
iShares Core S&P U.S. Growth ETF
$400,534$3,623 -0.9%2,8740.2%Manufacturing
3M stock logo
MMM
3M
$391,1600.0%3,0300.2%Multi-Sector Conglomerates
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
$384,506$70,229 -15.4%3,4000.2%Finance
Aflac Incorporated stock logo
AFL
Aflac
$380,1420.0%3,6750.2%Finance
Lululemon Athletica Inc. stock logo
LULU
Lululemon Athletica
$369,026$107,075 -22.5%9650.2%Consumer Discretionary
ProShares S&P 500 Aristocrats ETF stock logo
NOBL
ProShares S&P 500 Aristocrats ETF
$363,014$4,877 -1.3%3,6470.2%ETF
The Hershey Company stock logo
HSY
Hershey
$350,944$51,998 17.4%2,0720.2%Consumer Staples
iShares S&P 100 ETF stock logo
OEF
iShares S&P 100 ETF
$349,5090.0%1,2100.2%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$348,0320.0%6880.2%Medical
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$340,665$5,708 1.7%10,8630.2%Oils/Energy

Showing largest 100 holdings. View all holdings.
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