Aft, Forsyth & Company, Inc.

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 29, 2025), Aft, Forsyth & Company, Inc. reported 126 stock positions worth $203.9 million. Its top holding was Nvidia (NVDA) at 19.8% of the portfolio, followed by Apple (AAPL, 4.8%) and Microsoft (MSFT, 4.0%). Compared with Q3 2024, it sold out of 5, added to 31 and reduced 59. The biggest buy was Salesforce (CRM, shares +1%) and the biggest sale Eli Lilly (LLY, shares −0%).

Most Recent 13F
Q2 2026
Location
JUPITER, FL
CIK
0001512073
Portfolio Value
$203.9M (Q4 2024)
SEC Filing
0001512073-25-000001 ↗ filed Jan 29, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $175.5M Q1 2024 Q2 2024: $204.0M Q2 2024 Q3 2024: $202.8M Q3 2024 Q4 2024: $203.9M $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 126 stocks · $203.9M
NVDA Nvidia Corp. 19.77% 300,272 $40.3M Reduce -5.6%
AAPL Apple Inc. 4.85% 39,488 $9.9M Reduce -2.8%
MSFT Microsoft Corp. 3.99% 19,291 $8.1M Reduce -2.4%
AMZN Amazon.com Inc. 3.29% 30,593 $6.7M Reduce -2.0%
LLY Eli Lilly & Co. 2.86% 7,550 $5.8M Reduce -0.4%
MA Mastercard Inc. Class A 2.71% 10,510 $5.5M Reduce -1.3%
IGM iShares Expanded Tech Sector 2.71% 54,093 $5.5M Reduce -3.5%
V Visa Inc. Class A 2.57% 16,614 $5.3M Reduce -1.5%
ISRG Intuitive Surgical Inc. 2.36% 9,209 $4.8M Reduce -1.3%
NOW ServiceNow Inc. 2.13% 4,101 $4.3M Reduce -7.1%
GOOGL Alphabet Inc. Class A 1.71% 18,400 $3.5M Reduce -4.5%
IJR iShares Core S&P Small-Cap E 1.64% 29,047 $3.3M Reduce -1.8%
CRM Salesforce Inc. 1.62% 9,864 $3.3M Add +0.6%
COST Costco Wholesale Corp. 1.54% 3,421 $3.1M Reduce -0.8%
IWR iShares Russell Mid-Cap ETF 1.53% 35,200 $3.1M Add +0.0%
JPM JPMorgan Chase & Co. 1.37% 11,618 $2.8M Reduce -1.6%
PANW Palo Alto Networks Inc. 1.32% 14,772 $2.7M No change
META Meta Platforms Inc. Class A 1.28% 4,449 $2.6M Reduce -1.9%
AVGO Broadcom Inc. 1.16% 10,240 $2.4M No change
HD Home Depot Inc. 1.15% 6,014 $2.3M Reduce -1.9%
BLK BlackRock Finance Inc. 1.12% 2,235 $2.3M Add +2.2%
ADBE Adobe Inc. 1.03% 4,703 $2.1M Reduce -5.8%
TMO Thermo Fisher Scientific Inc. 0.99% 3,873 $2.0M Add +0.4%
ARM Arm Holdings PLC-ADR 0.96% 15,951 $2.0M Add +3.5%
IWF iShares Russell 1000 Growth 0.95% 4,812 $1.9M Add +0.0%
IJK iShares S&P Mid-Cap 400 Grow 0.94% 21,156 $1.9M Add +0.0%
BRK.B Berkshire Hathaway Inc. Class B 0.94% 4,208 $1.9M Reduce -1.6%
IYF iShares US Financials ETF 0.90% 16,513 $1.8M Reduce -3.3%
IJH iShares Core S&P Midcap ETF 0.86% 28,162 $1.8M Reduce -2.6%
MELI MercadoLibre Inc. 0.86% 1,026 $1.7M Reduce -6.1%
HDV iShares Core High Dividend E 0.79% 14,409 $1.6M Reduce -3.4%
IJT iShares S&P Small-Cap 600 GR 0.78% 11,797 $1.6M Add +0.1%
LMT Lockheed Martin Corp. 0.74% 3,088 $1.5M Add +1.1%
TEAM Atlassian Corp. Class A 0.73% 6,120 $1.5M Add +2.8%
IGV iShares Expanded Tech-Softwa 0.69% 13,969 $1.4M Reduce -2.2%
IJJ iShares S&P Mid-Cap 400 Valu 0.66% 10,799 $1.3M Reduce -1.3%
IWO iShares Russell 2000 Growth 0.62% 4,407 $1.3M No change
ANET Arista Networks Inc. 0.58% 10,736 $1.2M Add +0.5%
ORCL Oracle Corp. 0.55% 6,739 $1.1M Add +32.7%
ABBV Abbvie Inc. 0.55% 6,318 $1.1M No change
JNJ Johnson & Johnson 0.55% 7,714 $1.1M Reduce -3.9%
AMGN Amgen Inc. 0.53% 4,170 $1.1M Reduce -1.5%
GOOG Alphabet Inc. Class C 0.52% 5,620 $1.1M No change
IWP iShares Russell Mid-Cap Grow 0.50% 7,993 $1.0M Add +0.0%
SO The Southern Co. 0.48% 11,998 $988K No change
IWM iShares Russell 2000 ETF 0.47% 4,378 $967K Add +0.0%
IYH iShares U.S. Healthcare ETF 0.45% 15,891 $926K Reduce -2.0%
QQQ Invesco QQQ Trust Series 1 0.43% 1,710 $874K Reduce -5.9%
SPY SS SPDR S&P 500 ETF Trust-US 0.43% 1,489 $872K Reduce -7.2%
GS Goldman Sachs Group Inc. 0.43% 1,515 $868K No change
WDAY Workday Inc. Class A 0.41% 3,275 $845K Reduce -3.3%
MRK Merck & Co. Inc. 0.41% 8,472 $843K No change
MDB Mongodb Inc. 0.41% 3,577 $833K Reduce -25.7%
TXN Texas Instruments Inc. 0.39% 4,285 $803K No change
AXP American Express Co. 0.39% 2,706 $803K Add +1.7%
IJS iShares S&P Small-Cap 600 Va 0.39% 7,278 $790K Add +0.2%
FLTR Vaneck Ig Floating Rate ETF 0.38% 30,311 $771K Add +0.4%
CMG Chipotle Mexican Grill Inc. 0.37% 12,500 $754K No change
CRWD CrowdStrike Holdings Inc. Class A 0.36% 2,171 $743K Reduce -2.9%
SBUX Starbucks Corp. 0.36% 8,115 $740K No change
HYMB SS SPDR N Ice HY Muni ETF 0.36% 28,825 $737K Reduce -15.8%
CSCO Cisco Systems Inc. 0.36% 12,392 $734K No change
PEY Invesco High Yield Equity Di 0.36% 34,409 $732K Reduce -0.7%
SYK Stryker Corp. 0.36% 2,020 $727K No change
ASML ASML Holding NV-NY Reg SHS 0.34% 1,013 $702K Reduce -1.5%
IWD iShares Russell 1000 Value E 0.33% 3,634 $673K Reduce -0.9%
IWN iShares Russell 2000 Value E 0.33% 4,060 $666K Add +0.0%
CAT Caterpillar Inc. 0.32% 1,815 $658K No change
ADP Automatic Data Processing 0.31% 2,161 $633K No change
PG The Procter & Gamble Co. 0.31% 3,763 $631K No change
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.31% 11,158 $629K Add +12.6%
PEP Pepsico Inc. 0.29% 3,864 $588K Reduce -7.5%
TER Teradyne Inc. 0.28% 4,601 $579K Reduce -4.2%
APO Apollo Global Management Inc. 0.28% 3,500 $578K No change
IT Gartner Inc. 0.28% 1,170 $567K Reduce -1.3%
IBB iShares Biotechnology ETF 0.27% 4,209 $556K Reduce -3.5%
TFI SS SPDR N Ice Muni Bond ETF 0.26% 11,750 $536K No change
C Citigroup Inc. 0.26% 7,563 $532K No change
VRP Invesco Variable Rate Prefer 0.26% 21,720 $525K Add +0.9%
BKNG Booking Holdings Inc. 0.25% 101 $502K Reduce -4.7%
JEPI JPMorgan Equity Premium Inco 0.24% 8,593 $494K Add +9.4%
VYM Vanguard High DVD Yield ETF 0.24% 3,821 $488K Add +0.2%
ABT Abbott Laboratories 0.23% 4,184 $473K No change
ZTS Zoetis Inc. 0.23% 2,868 $467K No change
TSM Taiwan Semiconductor-SP ADR 0.23% 2,340 $462K No change
DELL Dell Technologies -C 0.23% 3,990 $460K Reduce -13.1%
IWL iShares Russell Top 200 ETF 0.22% 3,155 $457K Add +0.0%
KO The Coca-Cola Co. 0.22% 7,293 $454K Reduce -2.7%
UNP Union Pacific Corp. 0.21% 1,894 $432K No change
LRCX Lam Research Corp. 0.20% 5,653 $408K No change
IUSG iShares Core S&P U.S. Growth 0.20% 2,874 $401K Reduce -0.9%
MMM 3M Co. 0.19% 3,030 $391K No change
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.19% 3,400 $385K Reduce -15.4%
AFL Aflac Inc. 0.19% 3,675 $380K No change
LULU Lululemon Athletica Inc. 0.18% 965 $369K Reduce -22.5%
NOBL Proshares S&P 500 Dividend A 0.18% 3,647 $363K Reduce -1.3%
HSY The Hershey Co. 0.17% 2,072 $351K Add +17.4%
OEF iShares S&P 100 ETF 0.17% 1,210 $350K No change
UNH Unitedhealth Group Inc. 0.17% 688 $348K No change
EPD Enterprise Products Partners 0.17% 10,863 $341K Add +1.7%
MS Morgan Stanley 0.17% 2,685 $338K Add +8.1%
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.16% 3,120 $333K Reduce -10.9%
IWY iShares Russell Top 200 Grow 0.16% 1,413 $332K Add +0.1%
ACN Accenture PLC Class A 0.16% 932 $328K Add +8.8%
IDXX Idexx Laboratories Inc. 0.16% 772 $319K Reduce -27.0%
RSP Invesco S&P 500 Equal Weight 0.15% 1,795 $315K Reduce -2.5%
IWB iShares Russell 1000 ETF 0.15% 954 $307K Reduce -1.2%
CLX Clorox Company 0.15% 1,880 $305K Reduce -5.0%
CVX Chevron Corp. 0.15% 2,064 $299K Reduce -4.8%
IWS iShares Russell Mid-Cap Valu 0.14% 2,265 $293K Add +0.1%
HMC Honda Motor Co. Ltd.-Spons ADR 0.14% 1,273 $288K No change
VEEV Veeva Systems Inc. Class A 0.14% 1,344 $283K Reduce -6.9%
ITW Illinois Tool Works 0.12% 1,000 $254K No change
VEA Vanguard Ftse Developed ETF 0.12% 5,200 $249K No change
RDVY First Trust Rising Dividend 0.12% 4,128 $244K Add +0.1%
RTX RTX Corp. 0.11% 2,018 $234K No change
FPEI First Trust Institutional PR 0.11% 12,227 $229K Reduce -2.1%
PFE Pfizer Inc. 0.11% 8,545 $227K No change
IHE iShares US Pharmaceuticals E 0.11% 3,421 $225K Reduce -2.9%
IVV iShares Core S&P 500 ETF 0.10% 356 $210K Add +0.3%
SHW The Sherwin-Williams Co. 0.10% 615 $209K No change
XOM Exxon Mobil Corp. 0.10% 1,935 $208K No change
INTU Intuit Inc. 0.10% 327 $206K Reduce -22.7%
KEYS Keysight Technologies Inc. 0.10% 1,275 $205K Reduce -6.6%
PM Philip Morris International 0.10% 1,700 $205K No change
SPHD Invesco S&P 500 High Dividen 0.10% 4,145 $200K Reduce -5.9%

Portfolio Sells Q3 2024 → Q4 2024
LLY Eli Lilly & Co. Reduce -0.4% 2.86% −0.45
MELI MercadoLibre Inc. Reduce -6.1% 0.86% −0.25
ADBE Adobe Inc. Reduce -5.8% 1.03% −0.25
MDB Mongodb Inc. Reduce -25.7% 0.41% −0.23
MSFT Microsoft Corp. Reduce -2.4% 3.99% −0.21
DXCM Dexcom Inc. Sold out 0.00% −0.19
AMGN Amgen Inc. Reduce -1.5% 0.53% −0.14
AMD Advanced Micro Devices Sold out 0.00% −0.13
MUB iShares National Muni Bond E Sold out 0.00% −0.11
IDXX Idexx Laboratories Inc. Reduce -27.0% 0.16% −0.11
BSM Black Stone Minerals LP Sold out 0.00% −0.11
MDLZ Mondelez International Inc. Class A Sold out 0.00% −0.10
JNJ Johnson & Johnson Reduce -3.9% 0.55% −0.09
HYMB SS SPDR N Ice HY Muni ETF Reduce -15.8% 0.36% −0.08
ASML ASML Holding NV-NY Reg SHS Reduce -1.5% 0.34% −0.08
HD Home Depot Inc. Reduce -1.9% 1.15% −0.08
HDV iShares Core High Dividend E Reduce -3.4% 0.79% −0.07
IYH iShares U.S. Healthcare ETF Reduce -2.0% 0.45% −0.07
IJR iShares Core S&P Small-Cap E Reduce -1.8% 1.64% −0.06
PEP Pepsico Inc. Reduce -7.5% 0.29% −0.06
KO The Coca-Cola Co. Reduce -2.7% 0.22% −0.04
DELL Dell Technologies -C Reduce -13.1% 0.23% −0.04
IBB iShares Biotechnology ETF Reduce -3.5% 0.27% −0.04
BRK.B Berkshire Hathaway Inc. Class B Reduce -1.6% 0.94% −0.04
TER Teradyne Inc. Reduce -4.2% 0.28% −0.03
LQD Ishr Ibx Usd Invgd CB ETF-Ui Reduce -10.9% 0.16% −0.03
INTU Intuit Inc. Reduce -22.7% 0.10% −0.03
IJH iShares Core S&P Midcap ETF Reduce -2.6% 0.86% −0.03
TROW T Rowe Price Group Inc. Reduce -15.4% 0.19% −0.03
SPY SS SPDR S&P 500 ETF Trust-US Reduce -7.2% 0.43% −0.03
IT Gartner Inc. Reduce -1.3% 0.28% −0.02
NOBL Proshares S&P 500 Dividend A Reduce -1.3% 0.18% −0.02
PEY Invesco High Yield Equity Di Reduce -0.7% 0.36% −0.02
IWD iShares Russell 1000 Value E Reduce -0.9% 0.33% −0.01
IHE iShares US Pharmaceuticals E Reduce -2.9% 0.11% −0.01
SPHD Invesco S&P 500 High Dividen Reduce -5.9% 0.10% −0.01
CVX Chevron Corp. Reduce -4.8% 0.15% −0.01
VEEV Veeva Systems Inc. Class A Reduce -6.9% 0.14% −0.01
CLX Clorox Company Reduce -5.0% 0.15% −0.01
QQQ Invesco QQQ Trust Series 1 Reduce -5.9% 0.43% −0.01
RSP Invesco S&P 500 Equal Weight Reduce -2.5% 0.15% −0.01
KEYS Keysight Technologies Inc. Reduce -6.6% 0.10% −0.01
FPEI First Trust Institutional PR Reduce -2.1% 0.11% −0.01
IJJ iShares S&P Mid-Cap 400 Valu Reduce -1.3% 0.66% −0.01
META Meta Platforms Inc. Class A Reduce -1.9% 1.28% −0.00
IWB iShares Russell 1000 ETF Reduce -1.2% 0.15% +0.00
WDAY Workday Inc. Class A Reduce -3.3% 0.41% +0.01
IUSG iShares Core S&P U.S. Growth Reduce -0.9% 0.20% +0.01
LULU Lululemon Athletica Inc. Reduce -22.5% 0.18% +0.01
IYF iShares US Financials ETF Reduce -3.3% 0.90% +0.02

Portfolio Buys Q3 2024 → Q4 2024
CRM Salesforce Inc. Add +0.6% 1.62% +0.29
TEAM Atlassian Corp. Class A Add +2.8% 0.73% +0.26
ORCL Oracle Corp. Add +32.7% 0.55% +0.12
BLK BlackRock Finance Inc. Add +2.2% 1.12% +0.10
ANET Arista Networks Inc. Add +0.5% 0.58% +0.08
IWF iShares Russell 1000 Growth Add +0.0% 0.95% +0.06
JEPQ JPM Nasdaq Equity Premium Add +12.6% 0.31% +0.04
AXP American Express Co. Add +1.7% 0.39% +0.04
MS Morgan Stanley Add +8.1% 0.17% +0.04
IWP iShares Russell Mid-Cap Grow Add +0.0% 0.50% +0.03
EPD Enterprise Products Partners Add +1.7% 0.17% +0.01
JEPI JPMorgan Equity Premium Inco Add +9.4% 0.24% +0.01
ACN Accenture PLC Class A Add +8.8% 0.16% +0.01
IWY iShares Russell Top 200 Grow Add +0.1% 0.16% +0.01
IWL iShares Russell Top 200 ETF Add +0.0% 0.22% +0.01
HSY The Hershey Co. Add +17.4% 0.17% +0.01
IJS iShares S&P Small-Cap 600 Va Add +0.2% 0.39% +0.00
IVV iShares Core S&P 500 ETF Add +0.3% 0.10% +0.00
RDVY First Trust Rising Dividend Add +0.1% 0.12% −0.00
FLTR Vaneck Ig Floating Rate ETF Add +0.4% 0.38% −0.00
VRP Invesco Variable Rate Prefer Add +0.9% 0.26% −0.00
VYM Vanguard High DVD Yield ETF Add +0.2% 0.24% −0.00
IWM iShares Russell 2000 ETF Add +0.0% 0.47% −0.00
IWR iShares Russell Mid-Cap ETF Add +0.0% 1.53% −0.00
IWS iShares Russell Mid-Cap Valu Add +0.1% 0.14% −0.00
IWN iShares Russell 2000 Value E Add +0.0% 0.33% −0.01
IJK iShares S&P Mid-Cap 400 Grow Add +0.0% 0.94% −0.02
IJT iShares S&P Small-Cap 600 GR Add +0.1% 0.78% −0.03
ARM Arm Holdings PLC-ADR Add +3.5% 0.96% −0.12
LMT Lockheed Martin Corp. Add +1.1% 0.74% −0.14
TMO Thermo Fisher Scientific Inc. Add +0.4% 0.99% −0.19

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