Aft, Forsyth & Company, Inc.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 30, 2024), Aft, Forsyth & Company, Inc. reported 137 stock positions worth $175.5 million. Its top holding was Nvidia (NVDA) at 15.9% of the portfolio, followed by Microsoft (MSFT, 4.5%) and Apple (AAPL, 3.8%). Compared with Q4 2023, it opened 6 new positions, sold out of 4, added to 36 and reduced 71. The biggest buy was Arm Holdings PLC-ADR (ARM, shares +71%) and the biggest sale Apple (AAPL, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- JUPITER, FL
- CIK
- 0001512073
- Portfolio Value
- $175.5M (Q1 2024)
- SEC Filing
- 0001512073-24-000002 ↗ filed Apr 30, 2024
Holdings Value
Holdings 137 stocks · $175.5M
| NVDA Nvidia Corp. | 15.85% | 30,795 | $27.8M | Reduce -8.0% |
| MSFT Microsoft Corp. | 4.53% | 18,878 | $7.9M | Reduce -6.2% |
| AAPL Apple Inc. | 3.80% | 38,921 | $6.7M | Reduce -5.3% |
| LLY Eli Lilly & Co. | 2.85% | 6,440 | $5.0M | Reduce -8.4% |
| AMZN Amazon.com Inc. | 2.85% | 27,690 | $5.0M | Reduce -6.6% |
| MA Mastercard Inc. Class A | 2.79% | 10,156 | $4.9M | Reduce -4.6% |
| IGM iShares Expanded Tech Sector | 2.75% | 56,097 | $4.8M | Reduce -0.3% |
| V Visa Inc. Class A | 2.58% | 16,198 | $4.5M | Reduce -3.9% |
| ISRG Intuitive Surgical Inc. | 2.01% | 8,849 | $3.5M | Reduce -4.4% |
| NOW ServiceNow Inc. | 1.83% | 4,202 | $3.2M | Reduce -2.3% |
| IJR iShares Core S&P Small-Cap E | 1.79% | 28,365 | $3.1M | Reduce -5.2% |
| IWR iShares Russell Mid-Cap ETF | 1.64% | 34,179 | $2.9M | Reduce -2.8% |
| CRM Salesforce Inc. | 1.58% | 9,196 | $2.8M | Reduce -5.5% |
| ADBE Adobe Inc. | 1.41% | 4,892 | $2.5M | Reduce -8.1% |
| GOOGL Alphabet Inc. Class A | 1.39% | 16,170 | $2.4M | Reduce -7.7% |
| HD Home Depot Inc. | 1.31% | 5,989 | $2.3M | Reduce -9.9% |
| JPM JPMorgan Chase & Co. | 1.26% | 11,025 | $2.2M | Reduce -6.7% |
| PANW Palo Alto Networks Inc. | 1.22% | 7,516 | $2.1M | Add +3.4% |
| META Meta Platforms Inc. Class A | 1.17% | 4,219 | $2.0M | Reduce -3.2% |
| COST Costco Wholesale Corp. | 1.11% | 2,648 | $1.9M | Reduce -10.0% |
| IJK iShares S&P Mid-Cap 400 Grow | 1.10% | 21,137 | $1.9M | Add +0.0% |
| MDB Mongodb Inc. | 1.02% | 4,987 | $1.8M | Add +9.9% |
| IJH iShares Core S&P Midcap ETF | 1.00% | 28,882 | $1.8M | No change |
| BLK BlackRock Finance Inc. | 0.98% | 2,069 | $1.7M | Reduce -5.7% |
| MELI MercadoLibre Inc. | 0.95% | 1,108 | $1.7M | Add +33.0% |
| HDV iShares Core High Dividend E | 0.94% | 14,916 | $1.6M | Add +1.3% |
| IWF iShares Russell 1000 Growth | 0.93% | 4,844 | $1.6M | Add +0.0% |
| IYF iShares US Financials ETF | 0.93% | 17,030 | $1.6M | Reduce -0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.93% | 3,863 | $1.6M | Reduce -11.5% |
| TMO Thermo Fisher Scientific Inc. | 0.90% | 2,716 | $1.6M | Reduce -6.0% |
| IJT iShares S&P Small-Cap 600 GR | 0.88% | 11,771 | $1.5M | Add +0.2% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.77% | 52,270 | $1.3M | Reduce -8.9% |
| JNJ Johnson & Johnson | 0.75% | 8,375 | $1.3M | Reduce -7.3% |
| LMT Lockheed Martin Corp. | 0.74% | 2,855 | $1.3M | Reduce -6.5% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.74% | 10,935 | $1.3M | Reduce -0.7% |
| IGV iShares Expanded Tech-Softwa | 0.70% | 14,439 | $1.2M | Add +0.2% |
| TEAM Atlassian Corp. Ltd. Class A | 0.68% | 6,125 | $1.2M | Reduce -2.9% |
| IWO iShares Russell 2000 Growth | 0.68% | 4,407 | $1.2M | No change |
| ARM Arm Holdings PLC-ADR | 0.61% | 8,622 | $1.1M | Add +70.5% |
| ABBV Abbvie Inc. | 0.60% | 5,808 | $1.1M | Reduce -11.2% |
| LULU Lululemon Athletica Inc. | 0.60% | 2,705 | $1.1M | Reduce -0.6% |
| MRK Merck & Co. Inc. | 0.60% | 7,937 | $1.0M | Reduce -6.5% |
| AMGN Amgen Inc. | 0.58% | 3,590 | $1.0M | Reduce -7.0% |
| AVGO Broadcom Inc. | 0.57% | 752 | $997K | Reduce -1.3% |
| WDAY Workday Inc. Class A | 0.56% | 3,630 | $990K | Add +2.0% |
| IYH iShares U.S. Healthcare ETF | 0.56% | 15,886 | $983K | Reduce -2.8% |
| IWM iShares Russell 2000 ETF | 0.52% | 4,376 | $920K | No change |
| IWP iShares Russell Mid-Cap Grow | 0.52% | 7,989 | $912K | Add +0.3% |
| SO The Southern Co. | 0.49% | 11,998 | $861K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.48% | 1,603 | $839K | Add +1.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.45% | 1,797 | $798K | Add +1.6% |
| VRP Invesco Variable Rate Prefer | 0.45% | 33,047 | $786K | Reduce -1.0% |
| GOOG Alphabet Inc. Class C | 0.45% | 5,140 | $783K | Reduce -8.9% |
| FLTR Vaneck Ig Floating Rate ETF | 0.44% | 29,987 | $765K | Add +0.3% |
| SBUX Starbucks Corp. | 0.43% | 8,250 | $754K | Reduce -10.5% |
| IJS iShares S&P Small-Cap 600 Va | 0.42% | 7,242 | $744K | Add +0.1% |
| CMG Chipotle Mexican Grill Inc. | 0.42% | 251 | $730K | No change |
| PEY Invesco High Yield Equity Di | 0.41% | 34,490 | $712K | Add +1.3% |
| ASML ASML Holding NV-NY Reg SHS | 0.40% | 728 | $707K | Reduce -32.8% |
| TXN Texas Instruments Inc. | 0.39% | 3,955 | $689K | Reduce -9.9% |
| ANET Arista Networks Inc. | 0.39% | 2,348 | $681K | Reduce -6.0% |
| CSCO Cisco Systems Inc. | 0.39% | 13,542 | $676K | Reduce -15.1% |
| PEP Pepsico Inc. | 0.38% | 3,840 | $672K | Reduce -8.0% |
| CAT Caterpillar Inc. | 0.38% | 1,815 | $665K | Reduce -5.7% |
| HYD Vaneck High Yield Muni ETF | 0.38% | 12,625 | $660K | Reduce -19.2% |
| IWD iShares Russell 1000 Value E | 0.37% | 3,670 | $657K | Add +0.1% |
| IWN iShares Russell 2000 Value E | 0.37% | 4,069 | $646K | Add +0.0% |
| SNOW Snowflake Inc. | 0.37% | 3,993 | $645K | Add +18.7% |
| SYK Stryker Corp. | 0.36% | 1,770 | $633K | Reduce -4.1% |
| CAVA Cava Group Inc. | 0.34% | 8,600 | $602K | No change |
| IBB iShares Biotechnology ETF | 0.34% | 4,364 | $599K | Add +2.5% |
| IDXX Idexx Laboratories Inc. | 0.34% | 1,102 | $595K | Reduce -14.0% |
| LRCX Lam Research Corp. | 0.33% | 595 | $578K | Reduce -4.0% |
| IT Gartner Inc. | 0.33% | 1,210 | $577K | No change |
| GS Goldman Sachs Group Inc. | 0.32% | 1,355 | $566K | Reduce -14.0% |
| ZTS Zoetis Inc. | 0.32% | 3,336 | $564K | Reduce -16.9% |
| TER Teradyne Inc. | 0.32% | 4,911 | $554K | Reduce -1.5% |
| MRNA Moderna Inc. | 0.31% | 5,158 | $550K | Reduce -0.4% |
| TFI SS SPDR N Ice Muni Bond ETF | 0.31% | 11,750 | $546K | No change |
| PG The Procter & Gamble Co. | 0.31% | 3,348 | $543K | Reduce -15.7% |
| ADP Automatic Data Processing | 0.31% | 2,161 | $540K | No change |
| AXP American Express Co. | 0.29% | 2,261 | $515K | Reduce -19.6% |
| BA The Boeing Co. | 0.28% | 2,565 | $495K | New |
| UNP Union Pacific Corp. | 0.27% | 1,954 | $481K | No change |
| C Citigroup Inc. | 0.27% | 7,591 | $480K | Reduce -6.8% |
| ABT Abbott Laboratories | 0.27% | 4,184 | $476K | No change |
| ONON On Holding AG Class A filed as ON HLDG AG | 0.27% | 13,250 | $469K | No change |
| VYM Vanguard High DVD Yield ETF | 0.26% | 3,800 | $460K | Add +0.1% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.26% | 3,688 | $450K | Reduce -41.9% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.26% | 4,127 | $450K | Reduce -0.5% |
| DXCM Dexcom Inc. | 0.25% | 3,140 | $436K | Reduce -18.0% |
| KO The Coca-Cola Co. | 0.23% | 6,699 | $410K | Reduce -13.6% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.23% | 3,125 | $401K | No change |
| IWL iShares Russell Top 200 ETF | 0.23% | 3,152 | $401K | Add +0.0% |
| DELL Dell Technologies -C | 0.23% | 3,490 | $398K | Reduce -1.0% |
| APO Apollo Global Management Inc. | 0.22% | 3,500 | $394K | Add +16.7% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.22% | 1,201 | $385K | New |
| PGF Invesco Financial Preferred | 0.22% | 25,111 | $383K | Reduce -8.8% |
| NOBL Proshares S&P 500 Dividend A | 0.22% | 3,763 | $382K | Add +0.2% |
| FPEI First Trust Institutional PR | 0.21% | 19,812 | $361K | Reduce -9.4% |
Portfolio Sells Q4 2023 → Q1 2024
| AAPL Apple Inc. | Reduce -5.3% | 3.80% | −1.17 |
| ADBE Adobe Inc. | Reduce -8.1% | 1.41% | −0.59 |
| LULU Lululemon Athletica Inc. | Reduce -0.6% | 0.60% | −0.27 |
| TEAM Atlassian Corp. Ltd. Class A | Reduce -2.9% | 0.68% | −0.26 |
| IJR iShares Core S&P Small-Cap E | Reduce -5.2% | 1.79% | −0.25 |
| MSFT Microsoft Corp. | Reduce -6.2% | 4.53% | −0.23 |
| V Visa Inc. Class A | Reduce -3.9% | 2.58% | −0.19 |
| ZTS Zoetis Inc. | Reduce -16.9% | 0.32% | −0.18 |
| TROW T Rowe Price Group Inc. | Reduce -41.9% | 0.26% | −0.17 |
| HMC Honda Motor Co. Ltd.-Spons ADR | Sold out | 0.00% | −0.17 |
| GOOGL Alphabet Inc. Class A | Reduce -7.7% | 1.39% | −0.15 |
| KEYS Keysight Technologies Inc. | Sold out | 0.00% | −0.15 |
| HYMB SS SPDR N Ice HY Muni ETF | Reduce -8.9% | 0.77% | −0.15 |
| HD Home Depot Inc. | Reduce -9.9% | 1.31% | −0.14 |
| BLK BlackRock Finance Inc. | Reduce -5.7% | 0.98% | −0.14 |
| JNJ Johnson & Johnson | Reduce -7.3% | 0.75% | −0.14 |
| HYD Vaneck High Yield Muni ETF | Reduce -19.2% | 0.38% | −0.13 |
| LMT Lockheed Martin Corp. | Reduce -6.5% | 0.74% | −0.13 |
| SBUX Starbucks Corp. | Reduce -10.5% | 0.43% | −0.13 |
| RTX RTX Corp. | Sold out | 0.00% | −0.13 |
| CSCO Cisco Systems Inc. | Reduce -15.1% | 0.39% | −0.12 |
| AMGN Amgen Inc. | Reduce -7.0% | 0.58% | −0.12 |
| UNH Unitedhealth Group Inc. | Reduce -34.4% | 0.15% | −0.12 |
| COST Costco Wholesale Corp. | Reduce -10.0% | 1.11% | −0.12 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -32.8% | 0.40% | −0.11 |
| INTC Intel Corp. | Reduce -29.9% | 0.14% | −0.11 |
| IDXX Idexx Laboratories Inc. | Reduce -14.0% | 0.34% | −0.11 |
| PGX Invesco Preferred ETF | Sold out | 0.00% | −0.11 |
| PFE Pfizer Inc. | Reduce -35.0% | 0.12% | −0.09 |
| NOW ServiceNow Inc. | Reduce -2.3% | 1.83% | −0.09 |
| IWR iShares Russell Mid-Cap ETF | Reduce -2.8% | 1.64% | −0.08 |
| TXN Texas Instruments Inc. | Reduce -9.9% | 0.39% | −0.08 |
| MA Mastercard Inc. Class A | Reduce -4.6% | 2.79% | −0.07 |
| TMO Thermo Fisher Scientific Inc. | Reduce -6.0% | 0.90% | −0.07 |
| PEP Pepsico Inc. | Reduce -8.0% | 0.38% | −0.06 |
| GS Goldman Sachs Group Inc. | Reduce -14.0% | 0.32% | −0.06 |
| BKNG Booking Holdings Inc. | Reduce -18.9% | 0.18% | −0.06 |
| PG The Procter & Gamble Co. | Reduce -15.7% | 0.31% | −0.06 |
| GOOG Alphabet Inc. Class C | Reduce -8.9% | 0.45% | −0.05 |
| KO The Coca-Cola Co. | Reduce -13.6% | 0.23% | −0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -11.5% | 0.93% | −0.05 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -0.7% | 0.74% | −0.05 |
| DXCM Dexcom Inc. | Reduce -18.0% | 0.25% | −0.05 |
| ACN Accenture PLC Class A | Reduce -11.8% | 0.17% | −0.05 |
| CLX Clorox Company | Reduce -18.1% | 0.16% | −0.04 |
| FPEI First Trust Institutional PR | Reduce -9.4% | 0.21% | −0.04 |
| AXP American Express Co. | Reduce -19.6% | 0.29% | −0.04 |
| VRP Invesco Variable Rate Prefer | Reduce -1.0% | 0.45% | −0.04 |
| ABBV Abbvie Inc. | Reduce -11.2% | 0.60% | −0.04 |
| PGF Invesco Financial Preferred | Reduce -8.8% | 0.22% | −0.03 |
Portfolio Buys Q4 2023 → Q1 2024
| ARM Arm Holdings PLC-ADR | Add +70.5% | 0.61% | +0.37 |
| BA The Boeing Co. | New | 0.28% | +0.28 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.22% | +0.22 |
| TOST Toast Inc. Class A | New | 0.20% | +0.20 |
| JEPQ JPM Nasdaq Equity Premium | New | 0.17% | +0.17 |
| MELI MercadoLibre Inc. | Add +33.0% | 0.95% | +0.13 |
| XOM Exxon Mobil Corp. | New | 0.12% | +0.12 |
| ORCL Oracle Corp. | New | 0.12% | +0.12 |
| APO Apollo Global Management Inc. | Add +16.7% | 0.22% | +0.05 |
| IJK iShares S&P Mid-Cap 400 Grow | Add +0.0% | 1.10% | +0.05 |
| IWF iShares Russell 1000 Growth | Add +0.0% | 0.93% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.4% | 0.48% | +0.01 |
| JEPI JPMorgan Equity Premium Inco | Add +7.7% | 0.17% | +0.00 |
| IUSG iShares Core S&P U.S. Growth | Add +0.1% | 0.19% | +0.00 |
| EPD Enterprise Products Partners | Add +1.9% | 0.13% | +0.00 |
| IWY iShares Russell Top 200 Grow | Add +0.1% | 0.16% | +0.00 |
| IWL iShares Russell Top 200 ETF | Add +0.0% | 0.23% | +0.00 |
| IWB iShares Russell 1000 ETF | Add +0.3% | 0.16% | −0.00 |
| IHE iShares US Pharmaceuticals E | Add +0.2% | 0.14% | −0.00 |
| QQQ Invesco QQQ Trust Series 1 | Add +1.6% | 0.45% | −0.00 |
| RDVY First Trust Rising Dividend | Add +0.1% | 0.13% | −0.00 |
| IWS iShares Russell Mid-Cap Valu | Add +0.1% | 0.16% | −0.00 |
| IWP iShares Russell Mid-Cap Grow | Add +0.3% | 0.52% | −0.00 |
| RSP Invesco S&P 500 Equal Weight | Add +0.2% | 0.18% | −0.00 |
| VYM Vanguard High DVD Yield ETF | Add +0.1% | 0.26% | −0.00 |
| IWD iShares Russell 1000 Value E | Add +0.1% | 0.37% | −0.01 |
| SPHD Invesco S&P 500 High Dividen | Add +0.0% | 0.12% | −0.01 |
| NOBL Proshares S&P 500 Dividend A | Add +0.2% | 0.22% | −0.01 |
| HDV iShares Core High Dividend E | Add +1.3% | 0.94% | −0.01 |
| BSM Black Stone Minerals LP | Add +3.1% | 0.12% | −0.01 |
| IBB iShares Biotechnology ETF | Add +2.5% | 0.34% | −0.02 |
| MMM 3M Co. | Add +0.0% | 0.19% | −0.03 |
| IWN iShares Russell 2000 Value E | Add +0.0% | 0.37% | −0.03 |
| IGV iShares Expanded Tech-Softwa | Add +0.2% | 0.70% | −0.03 |
| FLTR Vaneck Ig Floating Rate ETF | Add +0.3% | 0.44% | −0.04 |
| IJS iShares S&P Small-Cap 600 Va | Add +0.1% | 0.42% | −0.05 |
| PEY Invesco High Yield Equity Di | Add +1.3% | 0.41% | −0.05 |
| IJT iShares S&P Small-Cap 600 GR | Add +0.2% | 0.88% | −0.05 |
| SNOW Snowflake Inc. | Add +18.7% | 0.37% | −0.05 |
| WDAY Workday Inc. Class A | Add +2.0% | 0.56% | −0.05 |
| PANW Palo Alto Networks Inc. | Add +3.4% | 1.22% | −0.13 |
| MDB Mongodb Inc. | Add +9.9% | 1.02% | −0.15 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 108 | $207.9M | NVDA, AAPL, IGM, LLY, AMZN |
| Q1 2026 | 123 | $212.4M | NVDA, AAPL, MSFT, LLY, AMZN |
| Q4 2025 | 128 | $231.8M | NVDA, AAPL, MSFT, LLY, AMZN |
| Q3 2025 | 116 | $208.8M | NVDA, AAPL, MSFT, IGM, AMZN |
| Q2 2025 | 113 | $195.2M | NVDA, MSFT, AAPL, AMZN, IGM |
| Q1 2025 | 126 | $185.6M | NVDA, AAPL, MSFT, LLY, V |
| Q4 2024 | 126 | $203.9M | NVDA, AAPL, MSFT, AMZN, LLY |
| Q3 2024 | 131 | $202.8M | NVDA, AAPL, MSFT, LLY, AMZN |
| Q2 2024 | 136 | $204.0M | NVDA, MSFT, AAPL, CMG, LLY |
| Q1 2024 | 137 | $175.5M | NVDA, MSFT, AAPL, LLY, AMZN |