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

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $175.5M $175.5M Q1 2024 Q2 2024: $204.0M Q2 2024 Q3 2024: $202.8M Q3 2024 Q4 2024: $203.9M Q4 2024 Q1 2025: $185.6M Q1 2025 Q2 2025: $195.2M Q2 2025 Q3 2025: $208.8M Q3 2025 Q4 2025: $231.8M Q4 2025 Q1 2026: $212.4M Q1 2026 Q2 2026: $207.9M Q2 2026

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%
TOST Toast Inc. Class A 0.20% 14,300 $356K New
VEEV Veeva Systems Inc. Class A 0.20% 1,514 $351K Reduce -18.6%
HSY The Hershey Co. 0.20% 1,765 $343K No change
CVX Chevron Corp. 0.19% 2,169 $342K No change
IUSG iShares Core S&P U.S. Growth 0.19% 2,893 $339K Add +0.1%
MMM 3M Co. 0.19% 3,104 $329K Add +0.0%
TSM Taiwan Semiconductor-SP ADR 0.18% 2,340 $318K No change
INTU Intuit Inc. 0.18% 488 $317K Reduce -1.0%
AFL Aflac Inc. 0.18% 3,675 $316K No change
BKNG Booking Holdings Inc. 0.18% 86 $312K Reduce -18.9%
RSP Invesco S&P 500 Equal Weight 0.18% 1,832 $310K Add +0.2%
OEF iShares S&P 100 ETF 0.17% 1,210 $299K No change
ACN Accenture PLC Class A 0.17% 857 $297K Reduce -11.8%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.17% 5,473 $297K New
JEPI JPMorgan Equity Premium Inco 0.17% 5,124 $296K Add +7.7%
AMD Advanced Micro Devices 0.17% 1,632 $295K No change
IWS iShares Russell Mid-Cap Valu 0.16% 2,257 $283K Add +0.1%
CLX Clorox Company 0.16% 1,815 $278K Reduce -18.1%
IWB iShares Russell 1000 ETF 0.16% 961 $277K Add +0.3%
IWY iShares Russell Top 200 Grow 0.16% 1,411 $275K Add +0.1%
VEA Vanguard Ftse Developed ETF 0.15% 5,200 $261K No change
UNH Unitedhealth Group Inc. 0.15% 524 $259K Reduce -34.4%
INTC Intel Corp. 0.14% 5,590 $247K Reduce -29.9%
FPE FT-Preferred Secur & Inc. ETF 0.14% 14,019 $243K No change
SHW The Sherwin-Williams Co. 0.14% 690 $240K No change
IHE iShares US Pharmaceuticals E 0.14% 3,502 $238K Add +0.2%
ITW Illinois Tool Works 0.13% 875 $235K Reduce -12.5%
EPD Enterprise Products Partners 0.13% 8,028 $234K Add +1.9%
MS Morgan Stanley 0.13% 2,485 $234K No change
RDVY First Trust Rising Dividend 0.13% 4,123 $232K Add +0.1%
MUB iShares National Muni Bond E 0.13% 2,150 $231K Reduce -9.7%
SPHD Invesco S&P 500 High Dividen 0.12% 4,939 $219K Add +0.0%
BSM Black Stone Minerals LP 0.12% 13,619 $218K Add +3.1%
XOM Exxon Mobil Corp. 0.12% 1,828 $213K New
ORCL Oracle Corp. 0.12% 1,680 $211K New
PFE Pfizer Inc. 0.12% 7,575 $210K Reduce -35.0%
MDLZ Mondelez International Inc. Class A 0.11% 2,867 $201K No change

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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 108$207.9MNVDA, AAPL, IGM, LLY, AMZN
Q1 2026 123$212.4MNVDA, AAPL, MSFT, LLY, AMZN
Q4 2025 128$231.8MNVDA, AAPL, MSFT, LLY, AMZN
Q3 2025 116$208.8MNVDA, AAPL, MSFT, IGM, AMZN
Q2 2025 113$195.2MNVDA, MSFT, AAPL, AMZN, IGM
Q1 2025 126$185.6MNVDA, AAPL, MSFT, LLY, V
Q4 2024 126$203.9MNVDA, AAPL, MSFT, AMZN, LLY
Q3 2024 131$202.8MNVDA, AAPL, MSFT, LLY, AMZN
Q2 2024 136$204.0MNVDA, MSFT, AAPL, CMG, LLY
Q1 2024 137$175.5MNVDA, MSFT, AAPL, LLY, AMZN