Aft, Forsyth & Company, Inc.

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Aft, Forsyth & Company, Inc. reported 113 stock positions worth $195.2 million. Its top holding was Nvidia (NVDA) at 23.7% of the portfolio, followed by Microsoft (MSFT, 4.9%) and Apple (AAPL, 4.1%). Compared with Q1 2025, it opened 3 new positions, sold out of 16, added to 31 and reduced 43. The biggest buy was iShares 0-1 Year Treasury Bo (SHV, shares +244%) and the biggest sale an exit from Mastercard Class A (MA).

Most Recent 13F
Q2 2026
Location
JUPITER, FL
CIK
0001512073
Portfolio Value
$195.2M (Q2 2025)
SEC Filing
0001512073-25-000004 ↗ filed Aug 14, 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 Q1 2025 Q2 2025: $195.2M $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 113 stocks · $195.2M
NVDA Nvidia Corp. 23.70% 292,797 $46.3M Reduce -1.5%
MSFT Microsoft Corp. 4.90% 19,226 $9.6M Reduce -0.0%
AAPL Apple Inc. 4.15% 39,485 $8.1M Add +0.3%
AMZN Amazon.com Inc. 3.39% 30,128 $6.6M Reduce -0.8%
IGM iShares Expanded Tech Sector 3.06% 53,151 $6.0M Reduce -1.1%
V Visa Inc. Class A 3.03% 16,679 $5.9M Add +0.5%
LLY Eli Lilly & Co. 2.96% 7,400 $5.8M Reduce -0.3%
ISRG Intuitive Surgical Inc. 2.53% 9,104 $4.9M Reduce -0.1%
NOW ServiceNow Inc. 2.10% 3,994 $4.1M Reduce -1.3%
JPM JPMorgan Chase & Co. 1.76% 11,818 $3.4M No change
COST Costco Wholesale Corp. 1.75% 3,453 $3.4M Add +0.9%
META Meta Platforms Inc. Class A 1.72% 4,544 $3.4M Add +2.1%
IWR iShares Russell Mid-Cap ETF 1.65% 35,001 $3.2M Add +0.0%
GOOGL Alphabet Inc. Class A 1.64% 18,120 $3.2M Reduce -0.1%
IJR iShares Core S&P Small-Cap E 1.59% 28,440 $3.1M Reduce -1.7%
PANW Palo Alto Networks Inc. 1.50% 14,337 $2.9M Reduce -1.0%
CRM Salesforce Inc. 1.41% 10,084 $2.7M Add +1.2%
MELI MercadoLibre Inc. 1.34% 999 $2.6M Reduce -0.2%
ARM Arm Holdings PLC-ADR 1.30% 15,733 $2.5M Reduce -3.8%
HD Home Depot Inc. 1.12% 5,964 $2.2M No change
SHV iShares 0-1 Year Treasury Bo 1.06% 18,754 $2.1M Add +244.4%
IWF iShares Russell 1000 Growth 1.04% 4,796 $2.0M Reduce -0.3%
IYF iShares US Financials ETF 1.02% 16,501 $2.0M Reduce -0.1%
IJK iShares S&P Mid-Cap 400 Grow 0.99% 21,165 $1.9M Add +0.0%
IJH iShares Core S&P Midcap ETF 0.89% 28,046 $1.7M Add +0.1%
HDV iShares Core High Dividend E 0.86% 14,333 $1.7M Reduce -0.1%
ORCL Oracle Corp. 0.83% 7,409 $1.6M Add +5.5%
IJT iShares S&P Small-Cap 600 GR 0.80% 11,809 $1.6M Add +0.1%
IGV iShares Expanded Tech-Softwa 0.79% 14,019 $1.5M No change
ADBE Adobe Inc. 0.77% 3,883 $1.5M Reduce -8.1%
LMT Lockheed Martin Corp. 0.74% 3,118 $1.4M Add +2.8%
IJJ iShares S&P Mid-Cap 400 Valu 0.68% 10,809 $1.3M Add +0.1%
CRWD CrowdStrike Holdings Inc. Class A 0.66% 2,526 $1.3M Add +16.4%
IWO iShares Russell 2000 Growth 0.65% 4,408 $1.3M No change
GS Goldman Sachs Group Inc. 0.59% 1,624 $1.1M Add +3.2%
JNJ Johnson & Johnson 0.58% 7,379 $1.1M Reduce -1.5%
ABBV Abbvie Inc. 0.57% 6,013 $1.1M Reduce -4.8%
IWP iShares Russell Mid-Cap Grow 0.57% 7,995 $1.1M Add +0.0%
SO The Southern Co. 0.56% 11,998 $1.1M No change
AMGN Amgen Inc. 0.56% 3,915 $1.1M Reduce -2.5%
GOOG Alphabet Inc. Class C 0.51% 5,617 $996K Reduce -0.1%
QQQ Invesco QQQ Trust Series 1 0.49% 1,741 $961K Add +0.1%
IWM iShares Russell 2000 ETF 0.47% 4,283 $924K Reduce -2.2%
SPY SS SPDR S&P 500 ETF Trust-US 0.47% 1,502 $923K No change
IYH iShares U.S. Healthcare ETF 0.46% 15,833 $894K Reduce -0.9%
TXN Texas Instruments Inc. 0.46% 4,285 $890K No change
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.46% 16,336 $889K Add +27.9%
CSCO Cisco Systems Inc. 0.44% 12,342 $856K Reduce -0.4%
AXP American Express Co. 0.43% 2,656 $847K Reduce -1.9%
C Citigroup Inc. 0.40% 9,173 $781K Reduce -3.3%
FLTR Vaneck Ig Floating Rate ETF 0.39% 30,023 $766K Add +0.2%
SYK Stryker Corp. 0.38% 1,970 $740K No change
IJS iShares S&P Small-Cap 600 Va 0.37% 7,298 $726K Add +0.1%
SBUX Starbucks Corp. 0.37% 8,615 $716K No change
IWD iShares Russell 1000 Value E 0.36% 3,645 $708K Add +0.2%
CAT Caterpillar Inc. 0.36% 1,815 $705K No change
JEPI JPMorgan Equity Premium Inco 0.36% 12,385 $704K Add +35.9%
PEY Invesco High Yield Equity Di 0.36% 34,432 $703K Reduce -0.2%
ASML ASML Holding NV-NY Reg SHS 0.34% 838 $672K Reduce -17.3%
ADP Automatic Data Processing 0.34% 2,160 $666K No change
IWN iShares Russell 2000 Value E 0.31% 3,810 $601K No change
MRK Merck & Co. Inc. 0.31% 7,549 $598K Reduce -10.9%
BKNG Booking Holdings Inc. 0.30% 101 $585K No change
PG The Procter & Gamble Co. 0.30% 3,627 $578K No change
ABT Abbott Laboratories 0.29% 4,184 $569K No change
IBB iShares Biotechnology ETF 0.27% 4,206 $532K Reduce -0.1%
TSM Taiwan Semiconductor-SP ADR 0.27% 2,340 $530K No change
TFI SS SPDR N Ice Muni Bond ETF 0.27% 11,750 $525K No change
HYMB SS SPDR N Ice HY Muni ETF 0.26% 20,825 $516K No change
KO The Coca-Cola Co. 0.26% 7,293 $516K No change
PEP Pepsico Inc. 0.26% 3,864 $510K No change
APO Apollo Global Management Inc. 0.25% 3,500 $497K No change
VYM Vanguard High DVD Yield ETF 0.25% 3,713 $495K Reduce -3.0%
IWL iShares Russell Top 200 ETF 0.25% 3,157 $483K Add +0.0%
MMM 3M Co. 0.24% 3,031 $461K Add +0.0%
WDAY Workday Inc. Class A 0.22% 1,825 $438K Reduce -29.1%
MDB Mongodb Inc. 0.22% 2,065 $434K Reduce -19.7%
UNP Union Pacific Corp. 0.22% 1,834 $422K Reduce -3.2%
ZTS Zoetis Inc. 0.21% 2,668 $416K No change
AFL Aflac Inc. 0.20% 3,675 $388K No change
MS Morgan Stanley 0.19% 2,685 $378K No change
IUSG iShares Core S&P U.S. Growth 0.19% 2,492 $375K Reduce -11.2%
OEF iShares S&P 100 ETF 0.19% 1,210 $368K No change
IT Gartner Inc. 0.19% 900 $364K Reduce -23.1%
VRP Invesco Variable Rate Prefer 0.18% 14,362 $351K Reduce -20.9%
EPD Enterprise Products Partners 0.18% 11,221 $348K Add +1.7%
NOBL Proshares S&P 500 Dividend A 0.18% 3,432 $346K Reduce -5.6%
RSP Invesco S&P 500 Equal Weight 0.17% 1,805 $328K Add +0.2%
IWY iShares Russell Top 200 Grow 0.17% 1,314 $324K Reduce -2.2%
IWB iShares Russell 1000 ETF 0.16% 944 $321K Add +0.2%
PM Philip Morris International 0.16% 1,700 $310K No change
TER Teradyne Inc. 0.15% 3,926 $297K No change
HMC Honda Motor Co. Ltd.-Spons ADR 0.15% 1,273 $296K No change
VEA Vanguard Ftse Developed ETF 0.15% 5,200 $296K No change
RTX RTX Corp. 0.15% 2,018 $295K No change
IDXX Idexx Laboratories Inc. 0.15% 542 $291K Reduce -22.2%
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.15% 2,624 $288K Add +0.1%
IWS iShares Russell Mid-Cap Valu 0.14% 2,062 $272K Reduce -9.0%
VEEV Veeva Systems Inc. Class A 0.14% 944 $272K Reduce -16.0%
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.14% 3,400 $265K No change
HSY The Hershey Co. 0.13% 1,571 $261K No change
RDVY First Trust Rising Dividend 0.13% 4,130 $259K Add +0.0%
ITW Illinois Tool Works 0.13% 1,000 $247K No change
CVX Chevron Corp. 0.12% 1,688 $242K Reduce -18.2%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.12% 805 $237K No change
IHE iShares US Pharmaceuticals E 0.12% 3,440 $225K Add +0.3%
FPEI First Trust Institutional PR 0.12% 11,843 $225K Reduce -3.4%
IVV iShares Core S&P 500 ETF 0.11% 359 $223K Add +0.6%
TT Trane Technologies PLC 0.11% 495 $217K New
SHW The Sherwin-Williams Co. 0.11% 615 $211K No change
INTU Intuit Inc. 0.11% 267 $210K New
KEYS Keysight Technologies Inc. 0.11% 1,275 $209K New
XOM Exxon Mobil Corp. 0.11% 1,935 $209K No change

Portfolio Sells Q1 2025 → Q2 2025
MA Mastercard Inc. Class A Sold out 0.00% −3.10
BRK.B Berkshire Hathaway Inc. Class B Sold out 0.00% −1.24
BLK BlackRock Finance Inc. Sold out 0.00% −1.14
TMO Thermo Fisher Scientific Inc. Sold out 0.00% −0.99
AVGO Broadcom Inc. Sold out 0.00% −0.92
TEAM Atlassian Corp. Class A Sold out 0.00% −0.68
ANET Arista Networks Inc. Sold out 0.00% −0.45
LLY Eli Lilly & Co. Reduce -0.3% 2.96% −0.35
CMG Chipotle Mexican Grill Inc. Sold out 0.00% −0.34
LRCX Lam Research Corp. Sold out 0.00% −0.21
DELL Dell Technologies -C Sold out 0.00% −0.20
UNH Unitedhealth Group Inc. Sold out 0.00% −0.16
LULU Lululemon Athletica Inc. Sold out 0.00% −0.15
CLX Clorox Company Sold out 0.00% −0.15
ABBV Abbvie Inc. Reduce -4.8% 0.57% −0.14
ACN Accenture PLC Class A Sold out 0.00% −0.12
AMGN Amgen Inc. Reduce -2.5% 0.56% −0.11
SPHD Invesco S&P 500 High Dividen Sold out 0.00% −0.11
PFE Pfizer Inc. Sold out 0.00% −0.11
MRK Merck & Co. Inc. Reduce -10.9% 0.31% −0.10
ADBE Adobe Inc. Reduce -8.1% 0.77% −0.10
WDAY Workday Inc. Class A Reduce -29.1% 0.22% −0.10
JNJ Johnson & Johnson Reduce -1.5% 0.58% −0.09
IT Gartner Inc. Reduce -23.1% 0.19% −0.08
HDV iShares Core High Dividend E Reduce -0.1% 0.86% −0.08
IYH iShares U.S. Healthcare ETF Reduce -0.9% 0.46% −0.07
CVX Chevron Corp. Reduce -18.2% 0.12% −0.06
VRP Invesco Variable Rate Prefer Reduce -20.9% 0.18% −0.06
PEY Invesco High Yield Equity Di Reduce -0.2% 0.36% −0.04
IJR iShares Core S&P Small-Cap E Reduce -1.7% 1.59% −0.04
UNP Union Pacific Corp. Reduce -3.2% 0.22% −0.02
NOBL Proshares S&P 500 Dividend A Reduce -5.6% 0.18% −0.02
MDB Mongodb Inc. Reduce -19.7% 0.22% −0.02
ASML ASML Holding NV-NY Reg SHS Reduce -17.3% 0.34% −0.02
IBB iShares Biotechnology ETF Reduce -0.1% 0.27% −0.02
IWS iShares Russell Mid-Cap Valu Reduce -9.0% 0.14% −0.01
VYM Vanguard High DVD Yield ETF Reduce -3.0% 0.25% −0.01
IDXX Idexx Laboratories Inc. Reduce -22.2% 0.15% −0.01
FPEI First Trust Institutional PR Reduce -3.4% 0.12% −0.01
VEEV Veeva Systems Inc. Class A Reduce -16.0% 0.14% −0.00
IUSG iShares Core S&P U.S. Growth Reduce -11.2% 0.19% −0.00
IWM iShares Russell 2000 ETF Reduce -2.2% 0.47% +0.00
IWY iShares Russell Top 200 Grow Reduce -2.2% 0.17% +0.01
IYF iShares US Financials ETF Reduce -0.1% 1.02% +0.02
CSCO Cisco Systems Inc. Reduce -0.4% 0.44% +0.03
C Citigroup Inc. Reduce -3.3% 0.40% +0.04
GOOG Alphabet Inc. Class C Reduce -0.1% 0.51% +0.04
AXP American Express Co. Reduce -1.9% 0.43% +0.04
ISRG Intuitive Surgical Inc. Reduce -0.1% 2.53% +0.10
IWF iShares Russell 1000 Growth Reduce -0.3% 1.04% +0.11

Portfolio Buys Q1 2025 → Q2 2025
SHV iShares 0-1 Year Treasury Bo Add +244.4% 1.06% +0.74
META Meta Platforms Inc. Class A Add +2.1% 1.72% +0.34
ORCL Oracle Corp. Add +5.5% 0.83% +0.30
CRWD CrowdStrike Holdings Inc. Class A Add +16.4% 0.66% +0.25
GS Goldman Sachs Group Inc. Add +3.2% 0.59% +0.13
TT Trane Technologies PLC New 0.11% +0.11
INTU Intuit Inc. New 0.11% +0.11
KEYS Keysight Technologies Inc. New 0.11% +0.11
JEPQ JPM Nasdaq Equity Premium Add +27.9% 0.46% +0.10
JEPI JPMorgan Equity Premium Inco Add +35.9% 0.36% +0.08
IWP iShares Russell Mid-Cap Grow Add +0.0% 0.57% +0.06
QQQ Invesco QQQ Trust Series 1 Add +0.1% 0.49% +0.05
IWR iShares Russell Mid-Cap ETF Add +0.0% 1.65% +0.05
IJK iShares S&P Mid-Cap 400 Grow Add +0.0% 0.99% +0.04
IWL iShares Russell Top 200 ETF Add +0.0% 0.25% +0.01
IJT iShares S&P Small-Cap 600 GR Add +0.1% 0.80% +0.01
IJH iShares Core S&P Midcap ETF Add +0.1% 0.89% +0.01
LMT Lockheed Martin Corp. Add +2.8% 0.74% +0.01
IWB iShares Russell 1000 ETF Add +0.2% 0.16% +0.01
COST Costco Wholesale Corp. Add +0.9% 1.75% +0.01
IVV iShares Core S&P 500 ETF Add +0.6% 0.11% +0.01
RDVY First Trust Rising Dividend Add +0.0% 0.13% +0.00
RSP Invesco S&P 500 Equal Weight Add +0.2% 0.17% 0.00
MMM 3M Co. Add +0.0% 0.24% −0.00
LQD Ishr Ibx Usd Invgd CB ETF-Ui Add +0.1% 0.15% −0.01
IWD iShares Russell 1000 Value E Add +0.2% 0.36% −0.01
IJS iShares S&P Small-Cap 600 Va Add +0.1% 0.37% −0.01
IJJ iShares S&P Mid-Cap 400 Valu Add +0.1% 0.68% −0.01
IHE iShares US Pharmaceuticals E Add +0.3% 0.12% −0.01
FLTR Vaneck Ig Floating Rate ETF Add +0.2% 0.39% −0.02
EPD Enterprise Products Partners Add +1.7% 0.18% −0.02
CRM Salesforce Inc. Add +1.2% 1.41% −0.03
V Visa Inc. Class A Add +0.5% 3.03% −0.10
AAPL Apple Inc. Add +0.3% 4.15% −0.56

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