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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$416B
$32.2 Million 17.66% of portfolio
297,262
Q1 2025 Reduced 1.0%
$3.45T
$8.75 Million 4.8% of portfolio
39,383
Q1 2025 Reduced 0.27%
$3.77T
$7.22 Million 3.96% of portfolio
19,231
Q1 2025 Reduced 0.31%
$738B
$6.13 Million 3.36% of portfolio
7,425
Q1 2025 Reduced 1.66%
$575B
$5.82 Million 3.19% of portfolio
16,604
Q1 2025 Reduced 0.06%
$2.32T
$5.78 Million 3.17% of portfolio
30,368
Q1 2025 Reduced 0.74%
$533B
$5.76 Million 3.16% of portfolio
10,510
Q4 2024 Reduced 1.34%
$181B
$4.51 Million 2.47% of portfolio
9,114
Q1 2025 Reduced 1.03%
$194B
$3.22 Million 1.77% of portfolio
4,046
Q1 2025 Reduced 1.34%
$417B
$3.24 Million 1.77% of portfolio
3,421
Q4 2024 Reduced 0.75%
$855B
$2.9 Million 1.59% of portfolio
11,818
Q1 2025 Added 1.72%
$1.14T
$2.81 Million 1.54% of portfolio
18,145
Q1 2025 Reduced 1.39%
$264B
$2.67 Million 1.47% of portfolio
9,964
Q1 2025 Added 1.01%
$1.58T
$2.56 Million 1.41% of portfolio
4,449
Q4 2024 Reduced 1.87%
$58.9B
$2.47 Million 1.36% of portfolio
14,487
Q1 2025 Reduced 1.93%
$622B
$2.29 Million 1.26% of portfolio
4,308
Q1 2025 Added 2.38%
$166B
$2.12 Million 1.16% of portfolio
2,240
Q1 2025 Added 0.22%
$120B
$1.95 Million 1.07% of portfolio
1,001
Q1 2025 Reduced 2.44%
$168B
$1.85 Million 1.01% of portfolio
3,708
Q1 2025 Reduced 4.26%
$113B
$1.71 Million 0.94% of portfolio
10,240
Q3 2024 Added 1,139.71%
$173B
$1.62 Million 0.89% of portfolio
4,225
Q1 2025 Reduced 10.16%
$108B
$1.35 Million 0.74% of portfolio
3,033
Q1 2025 Reduced 1.78%
$331B
$1.32 Million 0.73% of portfolio
6,318
Q3 2024 Reduced 3.44%
$164B
$1.25 Million 0.69% of portfolio
4,015
Q1 2025 Reduced 3.72%
$439B
$1.24 Million 0.68% of portfolio
7,489
Q1 2025 Reduced 2.92%
$104B
$1.1 Million 0.6% of portfolio
11,998
Q2 2022 Added 2.26%
$642B
$982,000 0.54% of portfolio
7,024
Q1 2025 Added 4.23%
$1.17T
$878,000 0.48% of portfolio
5,620
Q3 2024 Reduced 0.35%
$239B
$859,000 0.47% of portfolio
1,574
Q1 2025 Added 3.89%
$111B
$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%
$33.7B
$826,000 0.45% of portfolio
10,661
Q1 2025 Reduced 0.7%
$101B
$765,000 0.42% of portfolio
2,171
Q4 2024 Reduced 2.91%
$207B
$760,000 0.42% of portfolio
8,472
Q3 2024 Reduced 0.18%
$280B
$764,000 0.42% of portfolio
12,392
Q3 2024 Reduced 2.75%
$227B
$728,000 0.4% of portfolio
2,706
Q4 2024 Added 1.69%
$149B
$733,000 0.4% of portfolio
1,970
Q1 2025 Reduced 2.48%
$182B
$673,000 0.37% of portfolio
9,488
Q1 2025 Added 25.45%
$280B
$671,000 0.37% of portfolio
1,013
Q4 2024 Reduced 1.46%
$126B
$659,000 0.36% of portfolio
2,160
Q1 2025 Reduced 0.05%
$375B
$618,000 0.34% of portfolio
3,627
Q1 2025 Reduced 3.61%
$1.45B
$627,000 0.34% of portfolio
12,500
Q3 2024 Reduced 0.4%
$220B
$598,000 0.33% of portfolio
1,815
Q1 2024 Reduced 5.71%
$48.1B
$601,000 0.33% of portfolio
2,575
Q1 2025 Reduced 21.37%
$201B
$579,000 0.32% of portfolio
3,864
Q4 2024 Reduced 7.49%
$220B
$555,000 0.3% of portfolio
4,184
Q3 2023 Reduced 2.11%
$301B
$522,000 0.29% of portfolio
7,293
Q4 2024 Reduced 2.67%
$28.2B
$491,000 0.27% of portfolio
1,170
Q4 2024 Reduced 1.27%
$89.8B
$479,000 0.26% of portfolio
3,500
Q1 2024 Added 16.67%

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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