Aft, Forsyth & Company, Inc. Portfolio Holdings

Aft, Forsyth & Company, Inc.

  • $182 Million
  • Q1 2025

Aft, Forsyth & Company, Inc. has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $182 Million distributed in 126 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $32.2M, Apple Inc. with a value of $8.75M, Microsoft Corp with a value of $7.22M, Eli Lilly & CO with a value of $6.13M, and Visa Inc. with a value of $5.82M.

Examining the 13F form we can see an decrease of $17.8M in the current position value, from $200M to 182M.

Below you can find more details about Aft, Forsyth & Company, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $182 Million
Technology: $68.2 Million
ETFs: $41.3 Million
Financial Services: $22.7 Million
Healthcare: $19.8 Million
Consumer Cyclical: $12.2 Million
Communication Services: $6.25 Million
Consumer Defensive: $5.76 Million
Industrials: $4.02 Million
Other: $2.27 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$359B
$32.2 Million 17.66% of portfolio
297,262
Q1 2025 Reduced 1.0%
$3.26T
$8.75 Million 4.8% of portfolio
39,383
Q1 2025 Reduced 0.27%
$3.51T
$7.22 Million 3.96% of portfolio
19,231
Q1 2025 Reduced 0.31%
$767B
$6.13 Million 3.36% of portfolio
7,425
Q1 2025 Reduced 1.66%
$606B
$5.82 Million 3.19% of portfolio
16,604
Q1 2025 Reduced 0.06%
$2.22T
$5.78 Million 3.17% of portfolio
30,368
Q1 2025 Reduced 0.74%
$562B
$5.76 Million 3.16% of portfolio
10,510
Q4 2024 Reduced 1.34%
$0
$4.87 Million 2.67% of portfolio
53,743
Q1 2025 Reduced 0.65%
$187B
$4.51 Million 2.47% of portfolio
9,114
Q1 2025 Reduced 1.03%
$204B
$3.22 Million 1.77% of portfolio
4,046
Q1 2025 Reduced 1.34%
$446B
$3.24 Million 1.77% of portfolio
3,421
Q4 2024 Reduced 0.75%
$0
$3.03 Million 1.66% of portfolio
28,935
Q1 2025 Reduced 0.39%
$0
$2.98 Million 1.63% of portfolio
34,996
Q1 2025 Reduced 0.58%
$788B
$2.9 Million 1.59% of portfolio
11,818
Q1 2025 Added 1.72%
$993B
$2.81 Million 1.54% of portfolio
18,145
Q1 2025 Reduced 1.39%
$268B
$2.67 Million 1.47% of portfolio
9,964
Q1 2025 Added 1.01%
$58.6B
$2.47 Million 1.36% of portfolio
14,487
Q1 2025 Reduced 1.93%
$648B
$2.29 Million 1.26% of portfolio
4,308
Q1 2025 Added 2.38%
$377B
$2.19 Million 1.2% of portfolio
5,964
Q1 2025 Reduced 0.83%
$150B
$2.12 Million 1.16% of portfolio
2,240
Q1 2025 Added 0.22%
$121B
$1.95 Million 1.07% of portfolio
1,001
Q1 2025 Reduced 2.44%
$0
$1.86 Million 1.02% of portfolio
16,516
Q1 2025 Added 0.02%
$162B
$1.85 Million 1.01% of portfolio
3,708
Q1 2025 Reduced 4.26%
$0
$1.76 Million 0.97% of portfolio
21,160
Q1 2025 Added 0.02%
$0
$1.74 Million 0.95% of portfolio
4,813
Q1 2025 Added 0.02%
$0
$1.74 Million 0.95% of portfolio
14,345
Q1 2025 Reduced 0.44%
$99.1B
$1.71 Million 0.94% of portfolio
10,240
Q3 2024 Added 1,139.71%
$0
$1.64 Million 0.9% of portfolio
28,022
Q1 2025 Reduced 0.5%
$193B
$1.62 Million 0.89% of portfolio
4,225
Q1 2025 Reduced 10.16%
$0
$1.47 Million 0.81% of portfolio
11,803
Q1 2025 Added 0.05%
$125B
$1.35 Million 0.74% of portfolio
3,033
Q1 2025 Reduced 1.78%
$335B
$1.32 Million 0.73% of portfolio
6,318
Q3 2024 Reduced 3.44%
$0
$1.29 Million 0.71% of portfolio
10,804
Q1 2025 Added 0.05%
$157B
$1.25 Million 0.69% of portfolio
4,015
Q1 2025 Reduced 3.72%
$409B
$1.24 Million 0.68% of portfolio
7,489
Q1 2025 Reduced 2.92%
$0
$1.25 Million 0.68% of portfolio
14,019
Q1 2025 Added 0.36%
$0
$1.13 Million 0.62% of portfolio
4,408
Q1 2025 Added 0.02%
$97.2B
$1.1 Million 0.6% of portfolio
11,998
Q2 2022 Added 2.26%
$479B
$982,000 0.54% of portfolio
7,024
Q1 2025 Added 4.23%
$0
$973,000 0.53% of portfolio
15,980
Q1 2025 Added 0.56%
$0
$939,000 0.51% of portfolio
7,993
Q4 2024 Added 0.01%
$0
$873,000 0.48% of portfolio
4,378
Q4 2024 Added 0.02%
$1.1T
$878,000 0.48% of portfolio
5,620
Q3 2024 Reduced 0.35%
$210B
$859,000 0.47% of portfolio
1,574
Q1 2025 Added 3.89%
$0
$840,000 0.46% of portfolio
1,502
Q1 2025 Added 0.87%
$99.4B
$845,000 0.46% of portfolio
8,615
Q1 2025 Added 6.16%
$177B
$833,000 0.46% of portfolio
4,285
Q3 2024 Reduced 2.39%
$0
$815,000 0.45% of portfolio
1,740
Q1 2025 Added 1.75%
$28.8B
$826,000 0.45% of portfolio
10,661
Q1 2025 Reduced 0.7%

Summary

  • Portfolio
  • No. of Stocks 126
  • Current Value $182 Million
  • Prior Value $200 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 48 stocks
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