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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$259,000 0.13% of portfolio
4,130
Q2 2025 Added 0.02%
$80B
$247,000 0.13% of portfolio
1,000
Q2 2024 Added 14.29%
$0
$222,000 0.12% of portfolio
359
Q2 2025 Added 0.56%
$210B
$237,000 0.12% of portfolio
805
Q1 2025 New
$0
$224,000 0.12% of portfolio
11,843
Q2 2025 Reduced 3.4%
$0
$225,000 0.12% of portfolio
3,440
Q2 2025 Added 0.29%
$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%
$29.9B
$208,000 0.11% of portfolio
1,275
Q2 2025 New
$92.8B
$211,000 0.11% of portfolio
615
Q3 2024 Reduced 10.87%
$102B
$216,000 0.11% of portfolio
495
Q2 2025 New
$57.2B
$36,000 0.02% of portfolio
1,273
Q3 2024 Reduced 0.55%
Arm Holdings PLC
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 3.78%

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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