Aft, Forsyth & Company, Inc.

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 13, 2024), Aft, Forsyth & Company, Inc. reported 136 stock positions worth $204.0 million. Its top holding was Nvidia (NVDA) at 19.3% of the portfolio, followed by Microsoft (MSFT, 4.3%) and Apple (AAPL, 4.2%). Compared with Q1 2024, it opened 4 new positions, sold out of 5, added to 82 and reduced 15. The biggest buy was Nvidia (NVDA, shares +3%) and the biggest sale an exit from Atlassian Class A (TEAM).

Most Recent 13F
Q2 2026
Location
JUPITER, FL
CIK
0001512073
Portfolio Value
$204.0M (Q2 2024)
SEC Filing
0001512073-24-000004 ↗ filed Aug 13, 2024

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $175.5M Q1 2024 Q2 2024: $204.0M $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 136 stocks · $204.0M
NVDA Nvidia Corp. 19.29% 318,524 $39.4M Add +3.4%
MSFT Microsoft Corp. 4.35% 19,837 $8.9M Add +5.1%
AAPL Apple Inc. 4.20% 40,676 $8.6M Add +4.5%
CMG Chipotle Mexican Grill Inc. 3.85% 12,550 $7.9M No change
LLY Eli Lilly & Co. 3.12% 7,030 $6.4M Add +9.2%
AMZN Amazon.com Inc. 2.76% 29,138 $5.6M Add +5.2%
IGM iShares Expanded Tech Sector 2.60% 56,243 $5.3M Add +0.3%
MA Mastercard Inc. Class A 2.31% 10,676 $4.7M Add +5.1%
V Visa Inc. Class A 2.16% 16,784 $4.4M Add +3.6%
ISRG Intuitive Surgical Inc. 2.02% 9,249 $4.1M Add +4.5%
NOW ServiceNow Inc. 1.68% 4,344 $3.4M Add +3.4%
GOOGL Alphabet Inc. Class A 1.55% 17,385 $3.2M Add +7.5%
IJR iShares Core S&P Small-Cap E 1.54% 29,535 $3.2M Add +4.1%
IWR iShares Russell Mid-Cap ETF 1.40% 35,185 $2.9M Add +2.9%
ADBE Adobe Inc. 1.37% 5,017 $2.8M Add +2.6%
CRM Salesforce Inc. 1.24% 9,854 $2.5M Add +7.2%
PANW Palo Alto Networks Inc. 1.24% 7,451 $2.5M Reduce -0.9%
COST Costco Wholesale Corp. 1.22% 2,775 $2.5M Add +4.8%
JPM JPMorgan Chase & Co. 1.19% 12,026 $2.4M Add +9.1%
META Meta Platforms Inc. Class A 1.06% 4,269 $2.2M Add +1.2%
HD Home Depot Inc. 1.05% 6,235 $2.1M Add +4.1%
ARM Arm Holdings PLC-ADR 0.92% 11,517 $1.9M Add +33.6%
IJK iShares S&P Mid-Cap 400 Grow 0.91% 21,142 $1.9M Add +0.0%
MELI MercadoLibre Inc. 0.89% 1,108 $1.8M No change
IWF iShares Russell 1000 Growth 0.86% 4,810 $1.8M Reduce -0.7%
BLK BlackRock Finance Inc. 0.85% 2,194 $1.7M Add +6.0%
BRK.B Berkshire Hathaway Inc. Class B 0.83% 4,178 $1.7M Add +8.2%
IJH iShares Core S&P Midcap ETF 0.83% 28,918 $1.7M Add +0.1%
TMO Thermo Fisher Scientific Inc. 0.83% 3,051 $1.7M Add +12.3%
HDV iShares Core High Dividend E 0.81% 15,196 $1.7M Add +1.9%
IYF iShares US Financials ETF 0.79% 17,134 $1.6M Add +0.6%
IJT iShares S&P Small-Cap 600 GR 0.74% 11,779 $1.5M Add +0.1%
LMT Lockheed Martin Corp. 0.71% 3,106 $1.5M Add +8.8%
HYMB SS SPDR N Ice HY Muni ETF 0.65% 52,270 $1.3M No change
AVGO Broadcom Inc. 0.65% 826 $1.3M Add +9.8%
IGV iShares Expanded Tech-Softwa 0.62% 14,605 $1.3M Add +1.1%
IJJ iShares S&P Mid-Cap 400 Valu 0.61% 10,941 $1.2M Add +0.1%
AMGN Amgen Inc. 0.60% 3,935 $1.2M Add +9.6%
MDB Mongodb Inc. 0.59% 4,832 $1.2M Reduce -3.1%
JNJ Johnson & Johnson 0.59% 8,201 $1.2M Reduce -2.1%
IWO iShares Russell 2000 Growth 0.57% 4,407 $1.2M No change
ABBV Abbvie Inc. 0.55% 6,543 $1.1M Add +12.7%
TEAM Atlassian Corp. Class A 0.52% 5,970 $1.1M New
ASML ASML Holding NV-NY Reg SHS 0.52% 1,028 $1.1M Add +41.2%
MRK Merck & Co. Inc. 0.52% 8,487 $1.1M Add +6.9%
GOOG Alphabet Inc. Class C 0.51% 5,640 $1.0M Add +9.7%
IYH iShares U.S. Healthcare ETF 0.49% 16,223 $994K Add +2.1%
SO The Southern Co. 0.46% 11,998 $931K No change
ANET Arista Networks Inc. 0.44% 2,559 $897K Add +9.0%
IWM iShares Russell 2000 ETF 0.44% 4,377 $888K Add +0.0%
IWP iShares Russell Mid-Cap Grow 0.43% 7,990 $882K Add +0.0%
QQQ Invesco QQQ Trust Series 1 0.43% 1,833 $878K Add +2.0%
SPY SS SPDR S&P 500 ETF Trust-US 0.43% 1,602 $872K Reduce -0.1%
TXN Texas Instruments Inc. 0.42% 4,390 $854K Add +11.0%
LULU Lululemon Athletica Inc. 0.40% 2,705 $808K No change
CAVA Cava Group Inc. 0.39% 8,600 $798K No change
FLTR Vaneck Ig Floating Rate ETF 0.38% 30,087 $768K Add +0.3%
WDAY Workday Inc. Class A 0.38% 3,430 $767K Reduce -5.5%
VRP Invesco Variable Rate Prefer 0.37% 31,166 $747K Reduce -5.7%
TER Teradyne Inc. 0.36% 4,911 $728K No change
IJS iShares S&P Small-Cap 600 Va 0.35% 7,254 $706K Add +0.2%
PEP Pepsico Inc. 0.34% 4,176 $689K Add +8.8%
SYK Stryker Corp. 0.34% 2,020 $687K Add +14.1%
GS Goldman Sachs Group Inc. 0.34% 1,515 $685K Add +11.8%
PEY Invesco High Yield Equity Di 0.33% 34,576 $679K Add +0.3%
SBUX Starbucks Corp. 0.32% 8,305 $647K Add +0.7%
IWD iShares Russell 1000 Value E 0.31% 3,660 $639K Reduce -0.3%
LRCX Lam Research Corp. 0.31% 595 $634K No change
DELL Dell Technologies -C 0.31% 4,590 $633K Add +31.5%
PG The Procter & Gamble Co. 0.31% 3,838 $633K Add +14.6%
IWN iShares Russell 2000 Value E 0.30% 4,069 $620K No change
AXP American Express Co. 0.30% 2,661 $616K Add +17.7%
MRNA Moderna Inc. 0.30% 5,158 $613K No change
CSCO Cisco Systems Inc. 0.30% 12,742 $605K Reduce -5.9%
CAT Caterpillar Inc. 0.30% 1,815 $605K No change
IBB iShares Biotechnology ETF 0.30% 4,394 $603K Add +0.7%
CRWD CrowdStrike Holdings Inc. Class A 0.29% 1,551 $594K Add +29.1%
IDXX Idexx Laboratories Inc. 0.27% 1,122 $547K Add +1.8%
IT Gartner Inc. 0.27% 1,210 $543K No change
TFI SS SPDR N Ice Muni Bond ETF 0.26% 11,750 $538K No change
ADP Automatic Data Processing 0.25% 2,161 $516K No change
ONON On Holding AG Class A filed as ON HLDG AG 0.25% 13,250 $514K No change
ZTS Zoetis Inc. 0.25% 2,941 $510K Reduce -11.8%
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.24% 4,220 $487K Add +14.4%
KO The Coca-Cola Co. 0.24% 7,624 $485K Add +13.8%
C Citigroup Inc. 0.24% 7,591 $482K No change
BA The Boeing Co. 0.23% 2,565 $467K No change
VYM Vanguard High DVD Yield ETF 0.22% 3,808 $452K Add +0.2%
NVO Novo-Nordisk A/S-Spons ADR 0.22% 3,125 $446K No change
UNP Union Pacific Corp. 0.21% 1,924 $435K Reduce -1.5%
ABT Abbott Laboratories 0.21% 4,184 $435K No change
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.21% 4,036 $432K Reduce -2.2%
IWL iShares Russell Top 200 ETF 0.21% 3,153 $422K Add +0.0%
TOST Toast Inc. Class A 0.21% 16,300 $420K Add +14.0%
BKNG Booking Holdings Inc. 0.21% 106 $420K Add +23.3%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.20% 7,530 $418K Add +37.6%
APO Apollo Global Management Inc. 0.20% 3,500 $413K No change
TSM Taiwan Semiconductor-SP ADR 0.20% 2,340 $407K No change
DXCM Dexcom Inc. 0.19% 3,415 $387K Add +8.8%
JEPI JPMorgan Equity Premium Inco 0.19% 6,787 $385K Add +32.5%
HYD Vaneck High Yield Muni ETF 0.19% 7,325 $378K Reduce -42.0%
PGF Invesco Financial Preferred 0.18% 25,111 $370K No change
IUSG iShares Core S&P U.S. Growth 0.18% 2,896 $369K Add +0.1%
FPEI First Trust Institutional PR 0.18% 19,944 $366K Add +0.7%
NOBL Proshares S&P 500 Dividend A 0.18% 3,763 $362K No change
UNH Unitedhealth Group Inc. 0.17% 699 $356K Add +33.4%
INTU Intuit Inc. 0.17% 523 $344K Add +7.2%
CVX Chevron Corp. 0.17% 2,169 $339K No change
AFL Aflac Inc. 0.16% 3,675 $328K No change
HSY The Hershey Co. 0.16% 1,765 $324K No change
OEF iShares S&P 100 ETF 0.16% 1,210 $320K No change
MMM 3M Co. 0.16% 3,105 $317K Add +0.0%
EPD Enterprise Products Partners 0.15% 10,491 $304K Add +30.7%
IWY iShares Russell Top 200 Grow 0.15% 1,411 $303K No change
RSP Invesco S&P 500 Equal Weight 0.15% 1,837 $302K Add +0.3%
IWB iShares Russell 1000 ETF 0.14% 963 $287K Add +0.2%
CLX Clorox Company 0.14% 2,055 $280K Add +13.2%
ORCL Oracle Corp. 0.14% 1,970 $278K Add +17.3%
HMC Honda Motor Co. Ltd.-Spons ADR 0.13% 1,280 $273K New
IWS iShares Russell Mid-Cap Valu 0.13% 2,259 $273K Add +0.1%
AMD Advanced Micro Devices 0.13% 1,632 $265K No change
VEEV Veeva Systems Inc. Class A 0.13% 144 $264K Reduce -90.5%
ACN Accenture PLC Class A 0.13% 857 $260K No change
VEA Vanguard Ftse Developed ETF 0.13% 5,200 $257K No change
MS Morgan Stanley 0.12% 2,485 $242K No change
PFE Pfizer Inc. 0.12% 8,545 $239K Add +12.8%
FPE FT-Preferred Secur & Inc. ETF 0.12% 13,719 $238K Reduce -2.1%
ITW Illinois Tool Works 0.12% 1,000 $237K Add +14.3%
IHE iShares US Pharmaceuticals E 0.11% 3,512 $233K Add +0.3%
XOM Exxon Mobil Corp. 0.11% 2,014 $232K Add +10.2%
MUB iShares National Muni Bond E 0.11% 2,150 $229K No change
RDVY First Trust Rising Dividend 0.11% 4,124 $226K Add +0.0%
SMCI Super Micro Computer Inc. 0.11% 268 $220K New
BSM Black Stone Minerals LP 0.11% 13,934 $218K Add +2.3%
SHW The Sherwin-Williams Co. 0.10% 690 $206K No change
RTX RTX Corp. 0.10% 2,018 $203K New

Portfolio Sells Q1 2024 → Q2 2024
TEAM Atlassian Corp. Ltd. Class A Sold out 0.00% −0.68
MDB Mongodb Inc. Reduce -3.1% 0.59% −0.43
SNOW Snowflake Inc. Sold out 0.00% −0.37
HYD Vaneck High Yield Muni ETF Reduce -42.0% 0.19% −0.19
WDAY Workday Inc. Class A Reduce -5.5% 0.38% −0.19
JNJ Johnson & Johnson Reduce -2.1% 0.59% −0.17
INTC Intel Corp. Sold out 0.00% −0.14
SPHD Invesco S&P 500 High Dividen Sold out 0.00% −0.12
MDLZ Mondelez International Inc. Class A Sold out 0.00% −0.11
CSCO Cisco Systems Inc. Reduce -5.9% 0.30% −0.09
VRP Invesco Variable Rate Prefer Reduce -5.7% 0.37% −0.08
ZTS Zoetis Inc. Reduce -11.8% 0.25% −0.07
IWF iShares Russell 1000 Growth Reduce -0.7% 0.86% −0.07
VEEV Veeva Systems Inc. Class A Reduce -90.5% 0.13% −0.07
IWD iShares Russell 1000 Value E Reduce -0.3% 0.31% −0.06
UNP Union Pacific Corp. Reduce -1.5% 0.21% −0.06
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.1% 0.43% −0.05
LQD Ishr Ibx Usd Invgd CB ETF-Ui Reduce -2.2% 0.21% −0.04
FPE FT-Preferred Secur & Inc. ETF Reduce -2.1% 0.12% −0.02
PANW Palo Alto Networks Inc. Reduce -0.9% 1.24% +0.02

Portfolio Buys Q1 2024 → Q2 2024
NVDA Nvidia Corp. Add +3.4% 19.29% +3.44
TEAM Atlassian Corp. Class A New 0.52% +0.52
AAPL Apple Inc. Add +4.5% 4.20% +0.40
ARM Arm Holdings PLC-ADR Add +33.6% 0.92% +0.31
LLY Eli Lilly & Co. Add +9.2% 3.12% +0.27
GOOGL Alphabet Inc. Class A Add +7.5% 1.55% +0.16
HMC Honda Motor Co. Ltd.-Spons ADR New 0.13% +0.13
COST Costco Wholesale Corp. Add +4.8% 1.22% +0.12
ASML ASML Holding NV-NY Reg SHS Add +41.2% 0.52% +0.11
SMCI Super Micro Computer Inc. New 0.11% +0.11
RTX RTX Corp. New 0.10% +0.10
DELL Dell Technologies -C Add +31.5% 0.31% +0.08
AVGO Broadcom Inc. Add +9.8% 0.65% +0.08
CRWD CrowdStrike Holdings Inc. Class A Add +29.1% 0.29% +0.07
GOOG Alphabet Inc. Class C Add +9.7% 0.51% +0.06
ANET Arista Networks Inc. Add +9.0% 0.44% +0.05
JEPQ JPM Nasdaq Equity Premium Add +37.6% 0.20% +0.04
BKNG Booking Holdings Inc. Add +23.3% 0.21% +0.03
UNH Unitedhealth Group Inc. Add +33.4% 0.17% +0.03
TXN Texas Instruments Inc. Add +11.0% 0.42% +0.03
AMGN Amgen Inc. Add +9.6% 0.60% +0.02
JEPI JPMorgan Equity Premium Inco Add +32.5% 0.19% +0.02
ORCL Oracle Corp. Add +17.3% 0.14% +0.02
EPD Enterprise Products Partners Add +30.7% 0.15% +0.02
GS Goldman Sachs Group Inc. Add +11.8% 0.34% +0.01
AXP American Express Co. Add +17.7% 0.30% +0.01
ISRG Intuitive Surgical Inc. Add +4.5% 2.02% +0.00
KO The Coca-Cola Co. Add +13.8% 0.24% +0.00
TOST Toast Inc. Class A Add +14.0% 0.21% +0.00
PG The Procter & Gamble Co. Add +14.6% 0.31% +0.00
PFE Pfizer Inc. Add +12.8% 0.12% −0.00
XOM Exxon Mobil Corp. Add +10.2% 0.11% −0.01
INTU Intuit Inc. Add +7.2% 0.17% −0.01
IUSG iShares Core S&P U.S. Growth Add +0.1% 0.18% −0.01
BSM Black Stone Minerals LP Add +2.3% 0.11% −0.02
IWB iShares Russell 1000 ETF Add +0.2% 0.14% −0.02
ITW Illinois Tool Works Add +14.3% 0.12% −0.02
TROW T Rowe Price Group Inc. Add +14.4% 0.24% −0.02
CLX Clorox Company Add +13.2% 0.14% −0.02
RDVY First Trust Rising Dividend Add +0.0% 0.11% −0.02
IHE iShares US Pharmaceuticals E Add +0.3% 0.11% −0.02
IWL iShares Russell Top 200 ETF Add +0.0% 0.21% −0.02
QQQ Invesco QQQ Trust Series 1 Add +2.0% 0.43% −0.02
SYK Stryker Corp. Add +14.1% 0.34% −0.02
FPEI First Trust Institutional PR Add +0.7% 0.18% −0.03
IWS iShares Russell Mid-Cap Valu Add +0.1% 0.13% −0.03
RSP Invesco S&P 500 Equal Weight Add +0.3% 0.15% −0.03
LMT Lockheed Martin Corp. Add +8.8% 0.71% −0.03
MMM 3M Co. Add +0.0% 0.16% −0.03
ADBE Adobe Inc. Add +2.6% 1.37% −0.04

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