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

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 Q4 2024 Q1 2025: $185.6M $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 · $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
RSP Invesco S&P 500 Equal Weight 0.17% 1,801 $312K Add +0.3%
UNH Unitedhealth Group Inc. 0.16% 579 $303K Reduce -15.8%
IDXX Idexx Laboratories Inc. 0.16% 697 $293K Reduce -9.7%
IWB iShares Russell 1000 ETF 0.16% 942 $289K Reduce -1.3%
IWS iShares Russell Mid-Cap Valu 0.15% 2,267 $286K Add +0.1%
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.15% 2,622 $285K Reduce -16.0%
IWY iShares Russell Top 200 Grow 0.15% 1,344 $283K Reduce -4.9%
LULU Lululemon Athletica Inc. 0.15% 965 $273K No change
PM Philip Morris International 0.15% 1,700 $270K No change
HMC Honda Motor Co. Ltd.-Spons ADR 0.15% 1,273 $270K No change
CLX Clorox Company 0.15% 1,830 $269K Reduce -2.7%
HSY The Hershey Co. 0.14% 1,571 $269K Reduce -24.2%
RTX RTX Corp. 0.14% 2,018 $267K No change
VEA Vanguard Ftse Developed ETF 0.14% 5,200 $264K No change
VEEV Veeva Systems Inc. Class A 0.14% 1,124 $260K Reduce -16.4%
ITW Illinois Tool Works 0.13% 1,000 $248K No change
IHE iShares US Pharmaceuticals E 0.13% 3,430 $242K Add +0.3%
RDVY First Trust Rising Dividend 0.13% 4,129 $242K Add +0.0%
XOM Exxon Mobil Corp. 0.12% 1,935 $230K No change
FPEI First Trust Institutional PR 0.12% 12,260 $229K Add +0.3%
ACN Accenture PLC Class A 0.12% 692 $216K Reduce -25.8%
SHW The Sherwin-Williams Co. 0.12% 615 $215K No change
SPHD Invesco S&P 500 High Dividen 0.11% 4,155 $209K Add +0.2%
PFE Pfizer Inc. 0.11% 7,955 $202K Reduce -6.9%
IVV iShares Core S&P 500 ETF 0.11% 357 $201K Add +0.3%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.11% 805 $200K New

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

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