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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$456B
$46.3 Million 24.03% of portfolio
292,797
Q2 2025 Reduced 1.5%
$3.95T
$9.56 Million 4.97% of portfolio
19,226
Q2 2025 Reduced 0.03%
$3.69T
$8.1 Million 4.21% of portfolio
39,485
Q2 2025 Added 0.26%
$2.26T
$6.61 Million 3.43% of portfolio
30,128
Q2 2025 Reduced 0.79%
$551B
$5.92 Million 3.08% of portfolio
16,679
Q2 2025 Added 0.45%
$608B
$5.77 Million 3.0% of portfolio
7,400
Q2 2025 Reduced 0.34%
$859B
$3.43 Million 1.78% of portfolio
11,818
Q1 2025 Added 1.72%
$439B
$3.42 Million 1.78% of portfolio
3,453
Q2 2025 Added 0.94%
$1.78T
$3.35 Million 1.74% of portfolio
4,544
Q2 2025 Added 2.14%
$1.21T
$3.19 Million 1.66% of portfolio
18,120
Q2 2025 Reduced 0.14%
$232B
$2.75 Million 1.43% of portfolio
10,084
Q2 2025 Added 1.2%
$405B
$2.19 Million 1.14% of portfolio
5,964
Q1 2025 Reduced 0.83%
$684B
$1.62 Million 0.84% of portfolio
7,409
Q2 2025 Added 5.48%
$254B
$1.15 Million 0.6% of portfolio
1,624
Q2 2025 Added 3.18%
$452B
$1.13 Million 0.59% of portfolio
7,379
Q2 2025 Reduced 1.47%
$351B
$1.12 Million 0.58% of portfolio
6,013
Q2 2025 Reduced 4.83%
$227B
$847,000 0.44% of portfolio
2,656
Q2 2025 Reduced 1.85%
$293B
$856,000 0.44% of portfolio
12,342
Q2 2025 Reduced 0.4%
$218B
$704,000 0.37% of portfolio
1,815
Q1 2024 Reduced 5.71%
$295B
$671,000 0.35% of portfolio
838
Q2 2025 Reduced 17.28%
$203B
$597,000 0.31% of portfolio
7,549
Q2 2025 Reduced 10.89%
$368B
$577,000 0.3% of portfolio
3,627
Q1 2025 Reduced 3.61%
$229B
$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%
$1.27T
$529,000 0.27% of portfolio
2,340
Q2 2023 Added 0.86%
$306B
$515,000 0.27% of portfolio
7,293
Q4 2024 Reduced 2.67%
$202B
$510,000 0.26% of portfolio
3,864
Q4 2024 Reduced 7.49%
$250B
$378,000 0.2% of portfolio
2,685
Q4 2024 Added 8.05%
$261B
$309,000 0.16% of portfolio
1,700
Q3 2024 New
$229B
$294,000 0.15% of portfolio
2,018
Q2 2024 New
$302B
$241,000 0.13% of portfolio
1,688
Q2 2025 Reduced 18.22%
$210B
$237,000 0.12% of portfolio
805
Q1 2025 New
$201B
$210,000 0.11% of portfolio
267
Q2 2025 New
$442B
$208,000 0.11% of portfolio
1,935
Q3 2024 Reduced 3.92%

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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