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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$359B
$32.2 Million 17.66% of portfolio
297,262
Q1 2025 Reduced 1.0%
$3.26T
$8.75 Million 4.8% of portfolio
39,383
Q1 2025 Reduced 0.27%
$3.51T
$7.22 Million 3.96% of portfolio
19,231
Q1 2025 Reduced 0.31%
$767B
$6.13 Million 3.36% of portfolio
7,425
Q1 2025 Reduced 1.66%
$606B
$5.82 Million 3.19% of portfolio
16,604
Q1 2025 Reduced 0.06%
$2.22T
$5.78 Million 3.17% of portfolio
30,368
Q1 2025 Reduced 0.74%
$562B
$5.76 Million 3.16% of portfolio
10,510
Q4 2024 Reduced 1.34%
$204B
$3.22 Million 1.77% of portfolio
4,046
Q1 2025 Reduced 1.34%
$446B
$3.24 Million 1.77% of portfolio
3,421
Q4 2024 Reduced 0.75%
$788B
$2.9 Million 1.59% of portfolio
11,818
Q1 2025 Added 1.72%
$993B
$2.81 Million 1.54% of portfolio
18,145
Q1 2025 Reduced 1.39%
$268B
$2.67 Million 1.47% of portfolio
9,964
Q1 2025 Added 1.01%
$1.5T
$2.56 Million 1.41% of portfolio
4,449
Q4 2024 Reduced 1.87%
$648B
$2.29 Million 1.26% of portfolio
4,308
Q1 2025 Added 2.38%
$377B
$2.19 Million 1.2% of portfolio
5,964
Q1 2025 Reduced 0.83%
$335B
$1.32 Million 0.73% of portfolio
6,318
Q3 2024 Reduced 3.44%
$479B
$982,000 0.54% of portfolio
7,024
Q1 2025 Added 4.23%
$1.1T
$878,000 0.48% of portfolio
5,620
Q3 2024 Reduced 0.35%
$210B
$859,000 0.47% of portfolio
1,574
Q1 2025 Added 3.89%
$206B
$760,000 0.42% of portfolio
8,472
Q3 2024 Reduced 0.18%
$268B
$764,000 0.42% of portfolio
12,392
Q3 2024 Reduced 2.75%
$224B
$728,000 0.4% of portfolio
2,706
Q4 2024 Added 1.69%
$312B
$671,000 0.37% of portfolio
1,013
Q4 2024 Reduced 1.46%
$386B
$618,000 0.34% of portfolio
3,627
Q1 2025 Reduced 3.61%
$235B
$555,000 0.3% of portfolio
4,184
Q3 2023 Reduced 2.11%
$313B
$522,000 0.29% of portfolio
7,293
Q4 2024 Reduced 2.67%
$218B
$465,000 0.25% of portfolio
101
Q4 2024 Reduced 4.72%
$1.1T
$388,000 0.21% of portfolio
2,340
Q2 2023 Added 0.86%
$281B
$345,000 0.19% of portfolio
2,064
Q4 2024 Reduced 4.84%
$284B
$303,000 0.17% of portfolio
579
Q1 2025 Reduced 15.84%
$223B
$313,000 0.17% of portfolio
2,685
Q4 2024 Added 8.05%
$278B
$269,000 0.15% of portfolio
1,700
Q3 2024 New
$204B
$267,000 0.15% of portfolio
2,018
Q2 2024 New
$447B
$230,000 0.13% of portfolio
1,935
Q3 2024 Reduced 3.92%
$202B
$215,000 0.12% of portfolio
692
Q1 2025 Reduced 25.75%
$248B
$200,000 0.11% of portfolio
805
Q1 2025 New

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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