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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$100B
$765,000 0.42% of portfolio
2,171
Q4 2024 Reduced 2.91%
$206B
$760,000 0.42% of portfolio
8,472
Q3 2024 Reduced 0.18%
$0
$765,000 0.42% of portfolio
29,965
Q1 2025 Reduced 1.14%
$268B
$764,000 0.42% of portfolio
12,392
Q3 2024 Reduced 2.75%
$0
$740,000 0.41% of portfolio
34,489
Q1 2025 Added 0.23%
$224B
$728,000 0.4% of portfolio
2,706
Q4 2024 Added 1.69%
$146B
$733,000 0.4% of portfolio
1,970
Q1 2025 Reduced 2.48%
$0
$710,000 0.39% of portfolio
7,287
Q1 2025 Added 0.12%
$0
$684,000 0.38% of portfolio
3,639
Q1 2025 Added 0.14%
$151B
$673,000 0.37% of portfolio
9,488
Q1 2025 Added 25.45%
$312B
$671,000 0.37% of portfolio
1,013
Q4 2024 Reduced 1.46%
$0
$661,000 0.36% of portfolio
12,768
Q1 2025 Added 14.43%
$131B
$659,000 0.36% of portfolio
2,160
Q1 2025 Reduced 0.05%
$386B
$618,000 0.34% of portfolio
3,627
Q1 2025 Reduced 3.61%
$1.4B
$627,000 0.34% of portfolio
12,500
Q3 2024 Reduced 0.4%
$0
$601,000 0.33% of portfolio
5,445
Q1 2025 New
$50.8B
$601,000 0.33% of portfolio
2,575
Q1 2025 Reduced 21.37%
$0
$575,000 0.32% of portfolio
3,810
Q1 2025 Reduced 6.16%
$182B
$579,000 0.32% of portfolio
3,864
Q4 2024 Reduced 7.49%
$235B
$555,000 0.3% of portfolio
4,184
Q3 2023 Reduced 2.11%
$0
$525,000 0.29% of portfolio
20,825
Q1 2025 Reduced 27.75%
$0
$520,000 0.29% of portfolio
9,115
Q1 2025 Added 6.07%
$313B
$522,000 0.29% of portfolio
7,293
Q4 2024 Reduced 2.67%
$0
$529,000 0.29% of portfolio
11,750
Q2 2022 Reduced 2.73%
$0
$538,000 0.29% of portfolio
4,211
Q1 2025 Added 0.05%
$0
$493,000 0.27% of portfolio
3,827
Q1 2025 Added 0.16%
$33.4B
$491,000 0.27% of portfolio
1,170
Q4 2024 Reduced 1.27%
$81.4B
$479,000 0.26% of portfolio
3,500
Q1 2024 Added 16.67%
$139B
$447,000 0.25% of portfolio
1,894
Q3 2024 Reduced 1.56%
$14.6B
$451,000 0.25% of portfolio
2,572
Q1 2025 Reduced 28.1%
$218B
$465,000 0.25% of portfolio
101
Q4 2024 Reduced 4.72%
$78.2B
$439,000 0.24% of portfolio
2,668
Q1 2025 Reduced 6.97%
$80.2B
$444,000 0.24% of portfolio
3,030
Q3 2024 Reduced 2.42%
$0
$433,000 0.24% of portfolio
3,156
Q1 2025 Added 0.03%
$0
$440,000 0.24% of portfolio
18,164
Q1 2025 Reduced 16.37%
$64.6B
$408,000 0.22% of portfolio
3,675
Q4 2021 New
$1.1T
$388,000 0.21% of portfolio
2,340
Q2 2023 Added 0.86%
$69.5B
$376,000 0.21% of portfolio
11,036
Q1 2025 Added 1.59%
$12.4B
$392,000 0.21% of portfolio
5,403
Q1 2025 Reduced 4.42%
$29.3B
$371,000 0.2% of portfolio
4,080
Q1 2025 Added 2.26%
$0
$356,000 0.2% of portfolio
2,807
Q1 2025 Reduced 2.33%
$0
$371,000 0.2% of portfolio
3,637
Q1 2025 Reduced 0.27%
$281B
$345,000 0.19% of portfolio
2,064
Q4 2024 Reduced 4.84%
$0
$321,000 0.18% of portfolio
1,210
Q1 2023 Added 1.68%
$13.9B
$324,000 0.18% of portfolio
3,926
Q1 2025 Reduced 14.67%
$284B
$303,000 0.17% of portfolio
579
Q1 2025 Reduced 15.84%
$21.7B
$312,000 0.17% of portfolio
3,400
Q4 2024 Reduced 15.44%
$223B
$313,000 0.17% of portfolio
2,685
Q4 2024 Added 8.05%
$0
$311,000 0.17% of portfolio
1,801
Q1 2025 Added 0.33%

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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