Aft, Forsyth & Company, Inc. Portfolio Holdings

Aft, Forsyth & Company, Inc.

  • $200 Million
  • Q4 2024

Aft, Forsyth & Company, Inc. has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $200 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 $40.3M, Apple Inc. with a value of $9.89M, Microsoft Corp with a value of $8.13M, Amazon Com Inc with a value of $6.71M, and Eli Lilly & CO with a value of $5.83M.

Examining the 13F form we can see an increase of $1.01M in the current position value, from $199M to 200M.

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

Portfolio value $200 Million
Technology: $83.3 Million
ETFs: $43.4 Million
Financial Services: $21.6 Million
Healthcare: $19.7 Million
Consumer Cyclical: $13.2 Million
Communication Services: $7.18 Million
Consumer Defensive: $5.66 Million
Industrials: $4.1 Million
Other: $2.04 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$55.2B
$2.69 Million 1.34% of portfolio
14,772
Q4 2024 Added 99.86%
$89.6B
$2.37 Million 1.19% of portfolio
10,240
Q3 2024 Added 1,139.71%
$162B
$2.29 Million 1.14% of portfolio
2,235
Q4 2024 Added 2.19%
$96.8B
$1.74 Million 0.87% of portfolio
1,026
Q4 2024 Reduced 6.13%
$121B
$1.5 Million 0.75% of portfolio
3,088
Q4 2024 Added 1.05%
$35.4B
$1.19 Million 0.59% of portfolio
10,736
Q4 2024 Added 301.8%
$153B
$1.09 Million 0.54% of portfolio
4,170
Q4 2024 Reduced 1.53%
$91.4B
$987,000 0.49% of portfolio
11,998
Q2 2022 Added 2.26%
$52.7B
$845,000 0.42% of portfolio
3,275
Q4 2024 Reduced 3.25%
$18.8B
$832,000 0.42% of portfolio
3,577
Q4 2024 Reduced 25.74%
$177B
$833,000 0.42% of portfolio
4,285
Q3 2024 Reduced 2.39%
$85.5B
$742,000 0.37% of portfolio
2,171
Q4 2024 Reduced 2.91%
$124B
$739,000 0.37% of portfolio
8,115
Q3 2024 Reduced 2.29%
$148B
$727,000 0.36% of portfolio
2,020
Q2 2024 Added 14.12%
$196B
$658,000 0.33% of portfolio
1,815
Q1 2024 Reduced 5.71%
$126B
$632,000 0.32% of portfolio
2,161
Q4 2023 Reduced 2.39%
$18.2B
$579,000 0.29% of portfolio
4,601
Q4 2024 Reduced 4.17%
$42.9B
$566,000 0.28% of portfolio
1,170
Q4 2024 Reduced 1.27%
$158B
$532,000 0.27% of portfolio
7,563
Q3 2024 Reduced 0.37%
$188B
$501,000 0.25% of portfolio
101
Q4 2024 Reduced 4.72%
$80B
$467,000 0.23% of portfolio
2,868
Q3 2024 Reduced 2.48%
$26.8B
$459,000 0.23% of portfolio
3,990
Q4 2024 Reduced 13.07%
$152B
$431,000 0.22% of portfolio
1,894
Q3 2024 Reduced 1.56%
$11.1B
$408,000 0.2% of portfolio
5,653
Q4 2024 Added 900.53%
$84.1B
$391,000 0.2% of portfolio
3,030
Q3 2024 Reduced 2.42%
$67.9B
$380,000 0.19% of portfolio
3,675
Q4 2021 New
$26.4B
$384,000 0.19% of portfolio
3,400
Q4 2024 Reduced 15.44%
$50.7B
$369,000 0.18% of portfolio
965
Q4 2024 Reduced 22.49%
$21.9B
$350,000 0.17% of portfolio
2,072
Q4 2024 Added 17.39%
$71B
$340,000 0.17% of portfolio
10,863
Q4 2024 Added 1.7%
$35.1B
$319,000 0.16% of portfolio
772
Q4 2024 Reduced 26.96%
$19.6B
$305,000 0.15% of portfolio
1,880
Q4 2024 Reduced 5.05%
$32.8B
$282,000 0.14% of portfolio
1,344
Q4 2024 Reduced 6.93%
$79.6B
$253,000 0.13% of portfolio
1,000
Q2 2024 Added 14.29%
$190B
$233,000 0.12% of portfolio
2,018
Q2 2024 New
$149B
$226,000 0.11% of portfolio
8,545
Q2 2024 Added 12.81%
$170B
$205,000 0.1% of portfolio
327
Q4 2024 Reduced 22.7%
$92.8B
$209,000 0.1% of portfolio
615
Q3 2024 Reduced 10.87%
$31.9B
$204,000 0.1% of portfolio
1,275
Q4 2024 Reduced 6.59%
$48.3B
$36,000 0.02% of portfolio
1,273
Q3 2024 Reduced 0.55%

Summary

  • Portfolio
  • No. of Stocks 126
  • Current Value $200 Million
  • Prior Value $199 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 29, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 59 stocks
Track This Portfolio

Track Aft, Forsyth & Company, Inc. Portfolio

Follow Aft, Forsyth & Company, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aft, Forsyth & Company, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Aft, Forsyth & Company, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email