Aft, Forsyth & Company, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 12, 2025), Aft, Forsyth & Company, Inc. reported 126 stock positions worth $185.6 million. Its top holding was Nvidia (NVDA) at 17.4% of the portfolio, followed by Apple (AAPL, 4.7%) and Microsoft (MSFT, 3.9%). Compared with Q4 2024, it opened 2 new positions, sold out of 2, added to 36 and reduced 48. The biggest buy was a new position in iShares 0-1 Year Treasury Bo (SHV) and the biggest sale Nvidia (NVDA, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- JUPITER, FL
- CIK
- 0001512073
- Portfolio Value
- $185.6M (Q1 2025)
- SEC Filing
- 0001512073-25-000002 ↗ filed May 12, 2025
Holdings Value
Holdings 126 stocks · $185.6M
| NVDA Nvidia Corp. | 17.35% | 297,262 | $32.2M | Reduce -1.0% |
| AAPL Apple Inc. | 4.71% | 39,383 | $8.7M | Reduce -0.3% |
| MSFT Microsoft Corp. | 3.89% | 19,231 | $7.2M | Reduce -0.3% |
| LLY Eli Lilly & Co. | 3.30% | 7,425 | $6.1M | Reduce -1.7% |
| V Visa Inc. Class A | 3.13% | 16,604 | $5.8M | Reduce -0.1% |
| AMZN Amazon.com Inc. | 3.11% | 30,368 | $5.8M | Reduce -0.7% |
| MA Mastercard Inc. Class A | 3.10% | 10,510 | $5.8M | No change |
| IGM iShares Expanded Tech Sector | 2.63% | 53,743 | $4.9M | Reduce -0.7% |
| ISRG Intuitive Surgical Inc. | 2.43% | 9,114 | $4.5M | Reduce -1.0% |
| COST Costco Wholesale Corp. | 1.74% | 3,421 | $3.2M | No change |
| NOW ServiceNow Inc. | 1.74% | 4,046 | $3.2M | Reduce -1.3% |
| IJR iShares Core S&P Small-Cap E | 1.63% | 28,935 | $3.0M | Reduce -0.4% |
| IWR iShares Russell Mid-Cap ETF | 1.60% | 34,996 | $3.0M | Reduce -0.6% |
| JPM JPMorgan Chase & Co. | 1.56% | 11,818 | $2.9M | Add +1.7% |
| GOOGL Alphabet Inc. Class A | 1.51% | 18,145 | $2.8M | Reduce -1.4% |
| CRM Salesforce Inc. | 1.44% | 9,964 | $2.7M | Add +1.0% |
| META Meta Platforms Inc. Class A | 1.38% | 4,449 | $2.6M | No change |
| PANW Palo Alto Networks Inc. | 1.33% | 14,487 | $2.5M | Reduce -1.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.24% | 4,308 | $2.3M | Add +2.4% |
| HD Home Depot Inc. | 1.18% | 5,964 | $2.2M | Reduce -0.8% |
| BLK BlackRock Finance Inc. | 1.14% | 2,240 | $2.1M | Add +0.2% |
| MELI MercadoLibre Inc. | 1.05% | 1,001 | $2.0M | Reduce -2.4% |
| IYF iShares US Financials ETF | 1.00% | 16,516 | $1.9M | Add +0.0% |
| TMO Thermo Fisher Scientific Inc. | 0.99% | 3,708 | $1.8M | Reduce -4.3% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.95% | 21,160 | $1.8M | Add +0.0% |
| ARM Arm Holdings PLC-ADR | 0.94% | 16,351 | $1.7M | Add +2.5% |
| IWF iShares Russell 1000 Growth | 0.94% | 4,813 | $1.7M | Add +0.0% |
| HDV iShares Core High Dividend E | 0.94% | 14,345 | $1.7M | Reduce -0.4% |
| AVGO Broadcom Inc. | 0.92% | 10,240 | $1.7M | No change |
| IJH iShares Core S&P Midcap ETF | 0.88% | 28,022 | $1.6M | Reduce -0.5% |
| ADBE Adobe Inc. | 0.87% | 4,225 | $1.6M | Reduce -10.2% |
| IJT iShares S&P Small-Cap 600 GR | 0.79% | 11,803 | $1.5M | Add +0.1% |
| LMT Lockheed Martin Corp. | 0.73% | 3,033 | $1.4M | Reduce -1.8% |
| ABBV Abbvie Inc. | 0.71% | 6,318 | $1.3M | No change |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.70% | 10,804 | $1.3M | Add +0.1% |
| TEAM Atlassian Corp. Class A | 0.68% | 5,925 | $1.3M | Reduce -3.2% |
| AMGN Amgen Inc. | 0.67% | 4,015 | $1.3M | Reduce -3.7% |
| IGV iShares Expanded Tech-Softwa | 0.67% | 14,019 | $1.2M | Add +0.4% |
| JNJ Johnson & Johnson | 0.67% | 7,489 | $1.2M | Reduce -2.9% |
| IWO iShares Russell 2000 Growth | 0.61% | 4,408 | $1.1M | Add +0.0% |
| SO The Southern Co. | 0.59% | 11,998 | $1.1M | No change |
| ORCL Oracle Corp. | 0.53% | 7,024 | $982K | Add +4.2% |
| IYH iShares U.S. Healthcare ETF | 0.52% | 15,980 | $973K | Add +0.6% |
| IWP iShares Russell Mid-Cap Grow | 0.51% | 7,993 | $939K | No change |
| GOOG Alphabet Inc. Class C | 0.47% | 5,620 | $878K | No change |
| IWM iShares Russell 2000 ETF | 0.47% | 4,378 | $873K | No change |
| GS Goldman Sachs Group Inc. | 0.46% | 1,574 | $860K | Add +3.9% |
| SBUX Starbucks Corp. | 0.46% | 8,615 | $845K | Add +6.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.45% | 1,502 | $840K | Add +0.9% |
| ANET Arista Networks Inc. | 0.45% | 10,661 | $826K | Reduce -0.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.44% | 1,740 | $816K | Add +1.8% |
| TXN Texas Instruments Inc. | 0.41% | 4,285 | $770K | No change |
| FLTR Vaneck Ig Floating Rate ETF | 0.41% | 29,965 | $766K | Reduce -1.1% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.41% | 2,171 | $765K | No change |
| CSCO Cisco Systems Inc. | 0.41% | 12,392 | $765K | No change |
| MRK Merck & Co. Inc. | 0.41% | 8,472 | $760K | No change |
| PEY Invesco High Yield Equity Di | 0.40% | 34,489 | $740K | Add +0.2% |
| SYK Stryker Corp. | 0.40% | 1,970 | $733K | Reduce -2.5% |
| AXP American Express Co. | 0.39% | 2,706 | $728K | No change |
| IJS iShares S&P Small-Cap 600 Va | 0.38% | 7,287 | $710K | Add +0.1% |
| IWD iShares Russell 1000 Value E | 0.37% | 3,639 | $685K | Add +0.1% |
| C Citigroup Inc. | 0.36% | 9,488 | $674K | Add +25.4% |
| ASML ASML Holding NV-NY Reg SHS | 0.36% | 1,013 | $671K | No change |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.36% | 12,768 | $661K | Add +14.4% |
| ADP Automatic Data Processing | 0.36% | 2,160 | $660K | Reduce -0.1% |
| CMG Chipotle Mexican Grill Inc. | 0.34% | 12,500 | $628K | No change |
| PG The Procter & Gamble Co. | 0.33% | 3,627 | $618K | Reduce -3.6% |
| SHV iShares 0-1 Year Treasury Bo | 0.32% | 5,445 | $601K | New |
| WDAY Workday Inc. Class A | 0.32% | 2,575 | $601K | Reduce -21.4% |
| CAT Caterpillar Inc. | 0.32% | 1,815 | $599K | No change |
| PEP Pepsico Inc. | 0.31% | 3,864 | $579K | No change |
| IWN iShares Russell 2000 Value E | 0.31% | 3,810 | $575K | Reduce -6.2% |
| ABT Abbott Laboratories | 0.30% | 4,184 | $555K | No change |
| IBB iShares Biotechnology ETF | 0.29% | 4,211 | $539K | Add +0.1% |
| TFI SS SPDR N Ice Muni Bond ETF | 0.29% | 11,750 | $530K | No change |
| HYMB SS SPDR N Ice HY Muni ETF | 0.28% | 20,825 | $525K | Reduce -27.8% |
| KO The Coca-Cola Co. | 0.28% | 7,293 | $522K | No change |
| JEPI JPMorgan Equity Premium Inco | 0.28% | 9,115 | $521K | Add +6.1% |
| VYM Vanguard High DVD Yield ETF | 0.27% | 3,827 | $494K | Add +0.2% |
| IT Gartner Inc. | 0.26% | 1,170 | $491K | No change |
| APO Apollo Global Management Inc. | 0.26% | 3,500 | $479K | No change |
| BKNG Booking Holdings Inc. | 0.25% | 101 | $465K | No change |
| MDB Mongodb Inc. | 0.24% | 2,572 | $451K | Reduce -28.1% |
| UNP Union Pacific Corp. | 0.24% | 1,894 | $447K | No change |
| MMM 3M Co. | 0.24% | 3,030 | $445K | No change |
| VRP Invesco Variable Rate Prefer | 0.24% | 18,164 | $440K | Reduce -16.4% |
| ZTS Zoetis Inc. | 0.24% | 2,668 | $439K | Reduce -7.0% |
| IWL iShares Russell Top 200 ETF | 0.23% | 3,156 | $434K | Add +0.0% |
| AFL Aflac Inc. | 0.22% | 3,675 | $409K | No change |
| LRCX Lam Research Corp. | 0.21% | 5,403 | $393K | Reduce -4.4% |
| TSM Taiwan Semiconductor-SP ADR | 0.21% | 2,340 | $388K | No change |
| EPD Enterprise Products Partners | 0.20% | 11,036 | $377K | Add +1.6% |
| DELL Dell Technologies -C | 0.20% | 4,080 | $372K | Add +2.3% |
| NOBL Proshares S&P 500 Dividend A | 0.20% | 3,637 | $372K | Reduce -0.3% |
| IUSG iShares Core S&P U.S. Growth | 0.19% | 2,807 | $357K | Reduce -2.3% |
| CVX Chevron Corp. | 0.19% | 2,064 | $345K | No change |
| OEF iShares S&P 100 ETF | 0.18% | 1,210 | $328K | No change |
| TER Teradyne Inc. | 0.17% | 3,926 | $324K | Reduce -14.7% |
| MS Morgan Stanley | 0.17% | 2,685 | $313K | No change |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.17% | 3,400 | $312K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| NVDA Nvidia Corp. | Reduce -1.0% | 17.35% | −2.42 |
| NOW ServiceNow Inc. | Reduce -1.3% | 1.74% | −0.40 |
| GOOGL Alphabet Inc. Class A | Reduce -1.4% | 1.51% | −0.20 |
| AMZN Amazon.com Inc. | Reduce -0.7% | 3.11% | −0.18 |
| MDB Mongodb Inc. | Reduce -28.1% | 0.24% | −0.17 |
| ADBE Adobe Inc. | Reduce -10.2% | 0.87% | −0.15 |
| ANET Arista Networks Inc. | Reduce -0.7% | 0.45% | −0.14 |
| AAPL Apple Inc. | Reduce -0.3% | 4.71% | −0.14 |
| TER Teradyne Inc. | Reduce -14.7% | 0.17% | −0.11 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.10 |
| KEYS Keysight Technologies Inc. | Sold out | 0.00% | −0.10 |
| MSFT Microsoft Corp. | Reduce -0.3% | 3.89% | −0.10 |
| WDAY Workday Inc. Class A | Reduce -21.4% | 0.32% | −0.09 |
| IGM iShares Expanded Tech Sector | Reduce -0.7% | 2.63% | −0.08 |
| HYMB SS SPDR N Ice HY Muni ETF | Reduce -27.8% | 0.28% | −0.08 |
| TEAM Atlassian Corp. Class A | Reduce -3.2% | 0.68% | −0.05 |
| ACN Accenture PLC Class A | Reduce -25.8% | 0.12% | −0.04 |
| HSY The Hershey Co. | Reduce -24.2% | 0.14% | −0.03 |
| VRP Invesco Variable Rate Prefer | Reduce -16.4% | 0.24% | −0.02 |
| IWN iShares Russell 2000 Value E | Reduce -6.2% | 0.31% | −0.02 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.4% | 1.63% | −0.01 |
| IWY iShares Russell Top 200 Grow | Reduce -4.9% | 0.15% | −0.01 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -16.0% | 0.15% | −0.01 |
| UNH Unitedhealth Group Inc. | Reduce -15.8% | 0.16% | −0.01 |
| LMT Lockheed Martin Corp. | Reduce -1.8% | 0.73% | −0.01 |
| CLX Clorox Company | Reduce -2.7% | 0.15% | −0.00 |
| IUSG iShares Core S&P U.S. Growth | Reduce -2.3% | 0.19% | −0.00 |
| PFE Pfizer Inc. | Reduce -6.9% | 0.11% | −0.00 |
| IDXX Idexx Laboratories Inc. | Reduce -9.7% | 0.16% | +0.00 |
| VEEV Veeva Systems Inc. Class A | Reduce -16.4% | 0.14% | +0.00 |
| IWB iShares Russell 1000 ETF | Reduce -1.3% | 0.16% | +0.00 |
| TMO Thermo Fisher Scientific Inc. | Reduce -4.3% | 0.99% | +0.01 |
| ZTS Zoetis Inc. | Reduce -7.0% | 0.24% | +0.01 |
| LRCX Lam Research Corp. | Reduce -4.4% | 0.21% | +0.01 |
| PANW Palo Alto Networks Inc. | Reduce -1.9% | 1.33% | +0.01 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.5% | 0.88% | +0.02 |
| NOBL Proshares S&P 500 Dividend A | Reduce -0.3% | 0.20% | +0.02 |
| PG The Procter & Gamble Co. | Reduce -3.6% | 0.33% | +0.02 |
| HD Home Depot Inc. | Reduce -0.8% | 1.18% | +0.03 |
| FLTR Vaneck Ig Floating Rate ETF | Reduce -1.1% | 0.41% | +0.03 |
| SYK Stryker Corp. | Reduce -2.5% | 0.40% | +0.04 |
| ADP Automatic Data Processing | Reduce -0.1% | 0.36% | +0.05 |
| ISRG Intuitive Surgical Inc. | Reduce -1.0% | 2.43% | +0.07 |
| IWR iShares Russell Mid-Cap ETF | Reduce -0.6% | 1.60% | +0.08 |
| JNJ Johnson & Johnson | Reduce -2.9% | 0.67% | +0.12 |
| AMGN Amgen Inc. | Reduce -3.7% | 0.67% | +0.14 |
| HDV iShares Core High Dividend E | Reduce -0.4% | 0.94% | +0.14 |
| MELI MercadoLibre Inc. | Reduce -2.4% | 1.05% | +0.20 |
| LLY Eli Lilly & Co. | Reduce -1.7% | 3.30% | +0.45 |
| V Visa Inc. Class A | Reduce -0.1% | 3.13% | +0.56 |
Portfolio Buys Q4 2024 → Q1 2025
| SHV iShares 0-1 Year Treasury Bo | New | 0.32% | +0.32 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +2.4% | 1.24% | +0.30 |
| JPM JPMorgan Chase & Co. | Add +1.7% | 1.56% | +0.20 |
| IYF iShares US Financials ETF | Add +0.0% | 1.00% | +0.11 |
| IBM Intl Business Machines Corp. | New | 0.11% | +0.11 |
| C Citigroup Inc. | Add +25.4% | 0.36% | +0.10 |
| SBUX Starbucks Corp. | Add +6.2% | 0.46% | +0.09 |
| IYH iShares U.S. Healthcare ETF | Add +0.6% | 0.52% | +0.07 |
| JEPQ JPM Nasdaq Equity Premium | Add +14.4% | 0.36% | +0.05 |
| PEY Invesco High Yield Equity Di | Add +0.2% | 0.40% | +0.04 |
| IWD iShares Russell 1000 Value E | Add +0.1% | 0.37% | +0.04 |
| JEPI JPMorgan Equity Premium Inco | Add +6.1% | 0.28% | +0.04 |
| GS Goldman Sachs Group Inc. | Add +3.9% | 0.46% | +0.04 |
| EPD Enterprise Products Partners | Add +1.6% | 0.20% | +0.04 |
| IJJ iShares S&P Mid-Cap 400 Valu | Add +0.1% | 0.70% | +0.04 |
| VYM Vanguard High DVD Yield ETF | Add +0.2% | 0.27% | +0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.9% | 0.45% | +0.02 |
| IHE iShares US Pharmaceuticals E | Add +0.3% | 0.13% | +0.02 |
| BLK BlackRock Finance Inc. | Add +0.2% | 1.14% | +0.02 |
| IBB iShares Biotechnology ETF | Add +0.1% | 0.29% | +0.02 |
| SPHD Invesco S&P 500 High Dividen | Add +0.2% | 0.11% | +0.01 |
| RSP Invesco S&P 500 Equal Weight | Add +0.3% | 0.17% | +0.01 |
| FPEI First Trust Institutional PR | Add +0.3% | 0.12% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +1.8% | 0.44% | +0.01 |
| RDVY First Trust Rising Dividend | Add +0.0% | 0.13% | +0.01 |
| IWS iShares Russell Mid-Cap Valu | Add +0.1% | 0.15% | +0.01 |
| IWL iShares Russell Top 200 ETF | Add +0.0% | 0.23% | +0.01 |
| IJT iShares S&P Small-Cap 600 GR | Add +0.1% | 0.79% | +0.01 |
| IJK iShares S&P Mid-Cap 400 Grow | Add +0.0% | 0.95% | +0.01 |
| IVV iShares Core S&P 500 ETF | Add +0.3% | 0.11% | +0.01 |
| IJS iShares S&P Small-Cap 600 Va | Add +0.1% | 0.38% | −0.01 |
| IWF iShares Russell 1000 Growth | Add +0.0% | 0.94% | −0.01 |
| IGV iShares Expanded Tech-Softwa | Add +0.4% | 0.67% | −0.01 |
| IWO iShares Russell 2000 Growth | Add +0.0% | 0.61% | −0.02 |
| ORCL Oracle Corp. | Add +4.2% | 0.53% | −0.02 |
| ARM Arm Holdings PLC-ADR | Add +2.5% | 0.94% | −0.02 |
| DELL Dell Technologies -C | Add +2.3% | 0.20% | −0.03 |
| CRM Salesforce Inc. | Add +1.0% | 1.44% | −0.18 |
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 |