Aft, Forsyth & Company, Inc. Portfolio Holdings

Aft, Forsyth & Company, Inc.

  • $192 Million
  • Q2 2025

Aft, Forsyth & Company, Inc. has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $192 Million distributed in 113 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $46.3M, Microsoft Corp with a value of $9.56M, Apple Inc. with a value of $8.1M, Amazon Com Inc with a value of $6.61M, and Ishares Expanded Tech Sector E with a value of $5.97M.

Examining the 13F form we can see an increase of $10.1M in the current position value, from $182M 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: $83.2 Million
ETFs: $46 Million
Healthcare: $17 Million
Financial Services: $13.7 Million
Consumer Cyclical: $12.8 Million
Communication Services: $7.54 Million
Consumer Defensive: $5.59 Million
Industrials: $4.45 Million
Other: $2.11 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$443B
$46.3 Million 24.03% of portfolio
292,797
Q2 2025 Reduced 1.5%
$3.8T
$9.56 Million 4.97% of portfolio
19,226
Q2 2025 Reduced 0.03%
$3.76T
$8.1 Million 4.21% of portfolio
39,485
Q2 2025 Added 0.26%
$2.32T
$6.61 Million 3.43% of portfolio
30,128
Q2 2025 Reduced 0.79%
$555B
$5.92 Million 3.08% of portfolio
16,679
Q2 2025 Added 0.45%
$718B
$5.77 Million 3.0% of portfolio
7,400
Q2 2025 Reduced 0.34%
$159B
$4.95 Million 2.57% of portfolio
9,104
Q2 2025 Reduced 0.11%
$188B
$4.11 Million 2.13% of portfolio
3,994
Q2 2025 Reduced 1.29%
$900B
$3.43 Million 1.78% of portfolio
11,818
Q1 2025 Added 1.72%
$428B
$3.42 Million 1.78% of portfolio
3,453
Q2 2025 Added 0.94%
$1.69T
$3.35 Million 1.74% of portfolio
4,544
Q2 2025 Added 2.14%
$1.44T
$3.19 Million 1.66% of portfolio
18,120
Q2 2025 Reduced 0.14%
$58.7B
$2.93 Million 1.52% of portfolio
14,337
Q2 2025 Reduced 1.04%
$243B
$2.75 Million 1.43% of portfolio
10,084
Q2 2025 Added 1.2%
$118B
$2.61 Million 1.36% of portfolio
999
Q2 2025 Reduced 0.2%
$433B
$2.19 Million 1.14% of portfolio
5,964
Q1 2025 Reduced 0.83%
$162B
$1.5 Million 0.78% of portfolio
3,883
Q2 2025 Reduced 8.09%
$124B
$1.44 Million 0.75% of portfolio
3,118
Q2 2025 Added 2.8%
$93.7B
$1.29 Million 0.67% of portfolio
2,526
Q2 2025 Added 16.35%
$266B
$1.15 Million 0.6% of portfolio
1,624
Q2 2025 Added 3.18%
$466B
$1.13 Million 0.59% of portfolio
7,379
Q2 2025 Reduced 1.47%
$386B
$1.12 Million 0.58% of portfolio
6,013
Q2 2025 Reduced 4.83%
$100B
$1.1 Million 0.57% of portfolio
11,998
Q2 2022 Added 2.26%
$148B
$1.09 Million 0.57% of portfolio
3,915
Q2 2025 Reduced 2.49%
$1.47T
$996,000 0.52% of portfolio
5,617
Q2 2025 Reduced 0.05%
$243B
$847,000 0.44% of portfolio
2,656
Q2 2025 Reduced 1.85%
$273B
$856,000 0.44% of portfolio
12,342
Q2 2025 Reduced 0.4%
$177B
$833,000 0.43% of portfolio
4,285
Q3 2024 Reduced 2.39%
$94.5B
$789,000 0.41% of portfolio
8,615
Q1 2025 Added 6.16%
$193B
$780,000 0.41% of portfolio
9,173
Q2 2025 Reduced 3.32%
$145B
$779,000 0.4% of portfolio
1,970
Q1 2025 Reduced 2.48%
$228B
$704,000 0.37% of portfolio
1,815
Q1 2024 Reduced 5.71%
$323B
$671,000 0.35% of portfolio
838
Q2 2025 Reduced 17.28%
$122B
$666,000 0.35% of portfolio
2,160
Q1 2025 Reduced 0.05%
$210B
$597,000 0.31% of portfolio
7,549
Q2 2025 Reduced 10.89%
$374B
$577,000 0.3% of portfolio
3,627
Q1 2025 Reduced 3.61%
$234B
$569,000 0.3% of portfolio
4,184
Q3 2023 Reduced 2.11%
$217B
$584,000 0.3% of portfolio
101
Q4 2024 Reduced 4.72%
$1.34T
$529,000 0.27% of portfolio
2,340
Q2 2023 Added 0.86%
$290B
$515,000 0.27% of portfolio
7,293
Q4 2024 Reduced 2.67%
$82.8B
$496,000 0.26% of portfolio
3,500
Q1 2024 Added 16.67%
$198B
$510,000 0.26% of portfolio
3,864
Q4 2024 Reduced 7.49%
$87.3B
$461,000 0.24% of portfolio
3,031
Q2 2025 Added 0.03%
$44.9B
$438,000 0.23% of portfolio
1,825
Q2 2025 Reduced 29.13%
$132B
$421,000 0.22% of portfolio
1,834
Q2 2025 Reduced 3.17%
$69.4B
$416,000 0.22% of portfolio
2,668
Q1 2025 Reduced 6.97%
$22.7B
$433,000 0.22% of portfolio
2,065
Q2 2025 Reduced 19.71%
$265B
$378,000 0.2% of portfolio
2,685
Q4 2024 Added 8.05%
$69B
$387,000 0.2% of portfolio
3,675
Q4 2021 New

Summary

  • Portfolio
  • No. of Stocks 113
  • Current Value $192 Million
  • Prior Value $182 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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