Aft, Forsyth & Company, Inc. has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $192 Million distributed in 136 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $39.4M, Microsoft Corp with a value of $8.87M, Apple Inc. with a value of $8.57M, Eli Lilly & CO with a value of $6.36M, and Amazon Com Inc with a value of $5.63M.

Examining the 13F form we can see an increase of $18.7M in the current position value, from $174M to 192M.

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

Portfolio value $192 Million
Technology: $80.1 Million
ETFs: $42.8 Million
Healthcare: $21 Million
Financial Services: $18.2 Million
Consumer Cyclical: $12.8 Million
Communication Services: $6.35 Million
Consumer Defensive: $4.77 Million
Industrials: $4.23 Million
Other: $2.23 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 136
  • Current Value $192 Million
  • Prior Value $174 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 13, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 4 stocks
  • Additional Purchases 83 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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