Aft, Forsyth & Company, Inc.

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 7, 2025), Aft, Forsyth & Company, Inc. reported 116 stock positions worth $208.8 million. Its top holding was Nvidia (NVDA) at 25.1% of the portfolio, followed by Apple (AAPL, 4.8%) and Microsoft (MSFT, 4.8%). Compared with Q2 2025, it opened 4 new positions, sold out of 1, added to 41 and reduced 35. The biggest buy was Apple (AAPL, shares +0%) and the biggest sale iShares 0-1 Year Treasury Bo (SHV, shares −64%).

Most Recent 13F
Q2 2026
Location
JUPITER, FL
CIK
0001512073
Portfolio Value
$208.8M (Q3 2025)
SEC Filing
0001512073-25-000006 ↗ filed Nov 7, 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 Q2 2025 Q3 2025: $208.8M $208.8M Q3 2025 Q4 2025: $231.8M Q4 2025 Q1 2026: $212.4M Q1 2026 Q2 2026: $207.9M Q2 2026

Holdings 116 stocks · $208.8M
NVDA Nvidia Corp. 25.10% 280,832 $52.4M Reduce -4.1%
AAPL Apple Inc. 4.82% 39,545 $10.1M Add +0.1%
MSFT Microsoft Corp. 4.76% 19,198 $9.9M Reduce -0.1%
IGM iShares Expanded Tech Sector 3.20% 53,094 $6.7M Reduce -0.1%
AMZN Amazon.com Inc. 3.17% 30,138 $6.6M Add +0.0%
V Visa Inc. Class A 2.73% 16,685 $5.7M Add +0.0%
LLY Eli Lilly & Co. 2.69% 7,365 $5.6M Reduce -0.5%
GOOGL Alphabet Inc. Class A 2.12% 18,170 $4.4M Add +0.3%
ISRG Intuitive Surgical Inc. 2.01% 9,379 $4.2M Add +3.0%
JPM JPMorgan Chase & Co. 1.86% 12,338 $3.9M Add +4.4%
NOW ServiceNow Inc. 1.79% 4,064 $3.7M Add +1.8%
IJR iShares Core S&P Small-Cap E 1.62% 28,490 $3.4M Add +0.2%
IWR iShares Russell Mid-Cap ETF 1.62% 35,007 $3.4M Add +0.0%
META Meta Platforms Inc. Class A 1.60% 4,544 $3.3M No change
COST Costco Wholesale Corp. 1.54% 3,463 $3.2M Add +0.3%
PANW Palo Alto Networks Inc. 1.38% 14,127 $2.9M Reduce -1.5%
MELI MercadoLibre Inc. 1.19% 1,067 $2.5M Add +6.8%
CRM Salesforce Inc. 1.16% 10,234 $2.4M Add +1.5%
ORCL Oracle Corp. 1.16% 8,596 $2.4M Add +16.0%
HD Home Depot Inc. 1.16% 5,951 $2.4M Reduce -0.2%
IWF iShares Russell 1000 Growth 1.07% 4,781 $2.2M Reduce -0.3%
ARM Arm Holdings PLC-ADR 1.05% 15,423 $2.2M Reduce -2.0%
IYF iShares US Financials ETF 1.01% 16,608 $2.1M Add +0.7%
IJK iShares S&P Mid-Cap 400 Grow 0.97% 21,170 $2.0M Add +0.0%
IJH iShares Core S&P Midcap ETF 0.88% 28,080 $1.8M Add +0.1%
HDV iShares Core High Dividend E 0.84% 14,376 $1.8M Add +0.3%
IJT iShares S&P Small-Cap 600 GR 0.80% 11,815 $1.7M Add +0.1%
IGV iShares Expanded Tech-Softwa 0.78% 14,069 $1.6M Add +0.4%
ADBE Adobe Inc. 0.75% 4,451 $1.6M Add +14.6%
LMT Lockheed Martin Corp. 0.75% 3,118 $1.6M No change
JNJ Johnson & Johnson 0.68% 7,699 $1.4M Add +4.3%
GS Goldman Sachs Group Inc. 0.68% 1,779 $1.4M Add +9.5%
IWO iShares Russell 2000 Growth 0.68% 4,408 $1.4M No change
IJJ iShares S&P Mid-Cap 400 Valu 0.67% 10,814 $1.4M Add +0.1%
ABBV Abbvie Inc. 0.67% 6,013 $1.4M No change
GOOG Alphabet Inc. Class C 0.66% 5,617 $1.4M No change
CRWD CrowdStrike Holdings Inc. Class A 0.60% 2,536 $1.2M Add +0.4%
C Citigroup Inc. 0.56% 11,523 $1.2M Add +25.6%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.56% 20,294 $1.2M Add +24.2%
IWP iShares Russell Mid-Cap Grow 0.55% 7,995 $1.1M No change
SO The Southern Co. 0.54% 11,998 $1.1M No change
AMGN Amgen Inc. 0.53% 3,890 $1.1M Reduce -0.6%
QQQ Invesco QQQ Trust Series 1 0.50% 1,742 $1.0M Add +0.1%
IWM iShares Russell 2000 ETF 0.50% 4,284 $1.0M Add +0.0%
SPY SS SPDR S&P 500 ETF Trust-US 0.47% 1,483 $988K Reduce -1.3%
IYH iShares U.S. Healthcare ETF 0.45% 15,833 $930K No change
JEPI JPMorgan Equity Premium Inco 0.44% 16,196 $925K Add +30.8%
AXP American Express Co. 0.42% 2,616 $869K Reduce -1.5%
CAT Caterpillar Inc. 0.41% 1,815 $866K No change
CSCO Cisco Systems Inc. 0.40% 12,342 $844K No change
ASML ASML Holding NV-NY Reg SHS 0.39% 838 $811K No change
IJS iShares S&P Small-Cap 600 Va 0.39% 7,309 $808K Add +0.1%
TXN Texas Instruments Inc. 0.38% 4,274 $785K Reduce -0.3%
SHV iShares 0-1 Year Treasury Bo 0.36% 6,795 $751K Reduce -63.8%
IWD iShares Russell 1000 Value E 0.36% 3,651 $743K Add +0.2%
PEY Invesco High Yield Equity Di 0.35% 34,225 $721K Reduce -0.6%
SYK Stryker Corp. 0.33% 1,870 $691K Reduce -5.1%
IWN iShares Russell 2000 Value E 0.32% 3,810 $674K No change
TSM Taiwan Semiconductor-SP ADR 0.31% 2,340 $654K No change
ADP Automatic Data Processing 0.30% 2,160 $634K No change
MRK Merck & Co. Inc. 0.30% 7,549 $634K No change
FLTR Vaneck Ig Floating Rate ETF 0.30% 24,635 $630K Reduce -17.9%
SBUX Starbucks Corp. 0.30% 7,340 $621K Reduce -14.8%
MDB Mongodb Inc. 0.30% 1,990 $618K Reduce -3.6%
IBB iShares Biotechnology ETF 0.29% 4,163 $601K Reduce -1.0%
ABT Abbott Laboratories 0.27% 4,184 $560K No change
BKNG Booking Holdings Inc. 0.26% 101 $545K No change
PEP Pepsico Inc. 0.26% 3,864 $543K No change
TFI SS SPDR N Ice Muni Bond ETF 0.26% 11,750 $535K No change
PG The Procter & Gamble Co. 0.25% 3,439 $528K Reduce -5.2%
IWL iShares Russell Top 200 ETF 0.25% 3,158 $525K Add +0.0%
VYM Vanguard High DVD Yield ETF 0.25% 3,719 $524K Add +0.2%
HYMB SS SPDR N Ice HY Muni ETF 0.24% 19,700 $491K Reduce -5.4%
MMM 3M Co. 0.23% 3,031 $470K No change
APO Apollo Global Management Inc. 0.22% 3,500 $466K No change
KO The Coca-Cola Co. 0.22% 7,025 $466K Reduce -3.7%
TER Teradyne Inc. 0.22% 3,302 $454K Reduce -15.9%
MS Morgan Stanley 0.20% 2,685 $427K No change
IUSG iShares Core S&P U.S. Growth 0.20% 2,495 $411K Add +0.1%
AFL Aflac Inc. 0.20% 3,675 $410K No change
UNP Union Pacific Corp. 0.20% 1,734 $410K Reduce -5.5%
WDAY Workday Inc. Class A 0.19% 1,690 $407K Reduce -7.4%
OEF iShares S&P 100 ETF 0.19% 1,210 $403K No change
ZTS Zoetis Inc. 0.19% 2,669 $390K Add +0.0%
IWY iShares Russell Top 200 Grow 0.17% 1,311 $359K Reduce -0.2%
EPD Enterprise Products Partners 0.17% 11,412 $357K Add +1.7%
NOBL Proshares S&P 500 Dividend A 0.17% 3,445 $355K Add +0.4%
IDXX Idexx Laboratories Inc. 0.17% 552 $353K Add +1.9%
RSP Invesco S&P 500 Equal Weight 0.16% 1,810 $343K Add +0.3%
IWB iShares Russell 1000 ETF 0.16% 931 $340K Reduce -1.4%
RTX RTX Corp. 0.16% 2,018 $338K No change
VRP Invesco Variable Rate Prefer 0.16% 13,245 $327K Reduce -7.8%
ZS Zscaler Inc. 0.15% 1,080 $324K New
VEA Vanguard Ftse Developed ETF 0.15% 5,200 $312K No change
HSY The Hershey Co. 0.14% 1,572 $294K Add +0.1%
VEEV Veeva Systems Inc. Class A 0.14% 984 $293K Add +4.2%
RDVY First Trust Rising Dividend 0.13% 4,111 $277K Reduce -0.5%
PM Philip Morris International 0.13% 1,700 $276K No change
HMC Honda Motor Co. Ltd.-Spons ADR 0.13% 1,273 $268K No change
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.13% 2,610 $268K Reduce -23.2%
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.13% 2,377 $265K Reduce -9.4%
CVX Chevron Corp. 0.13% 1,688 $262K No change
IBIT iShares Bitcoin Trust ETF 0.12% 3,945 $256K New
IWS iShares Russell Mid-Cap Valu 0.12% 1,795 $251K Reduce -12.9%
IHE iShares US Pharmaceuticals E 0.12% 3,425 $249K Reduce -0.4%
IVV iShares Core S&P 500 ETF 0.12% 359 $241K No change
IT Gartner Inc. 0.11% 900 $237K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.11% 805 $227K No change
KEYS Keysight Technologies Inc. 0.11% 1,275 $223K No change
XOM Exxon Mobil Corp. 0.10% 1,935 $218K No change
SHW The Sherwin-Williams Co. 0.10% 615 $213K No change
FPEI First Trust Institutional PR 0.10% 10,926 $211K Reduce -7.7%
TT Trane Technologies PLC 0.10% 495 $209K No change
ITW Illinois Tool Works 0.10% 800 $209K Reduce -20.0%
SPHD Invesco S&P 500 High Dividen 0.10% 4,179 $207K New
DVY iShares Select Dividend ETF 0.10% 1,441 $205K New

Portfolio Sells Q2 2025 → Q3 2025
SHV iShares 0-1 Year Treasury Bo Reduce -63.8% 0.36% −0.70
LLY Eli Lilly & Co. Reduce -0.5% 2.69% −0.26
ARM Arm Holdings PLC-ADR Reduce -2.0% 1.05% −0.26
MSFT Microsoft Corp. Reduce -0.1% 4.76% −0.14
PANW Palo Alto Networks Inc. Reduce -1.5% 1.38% −0.13
INTU Intuit Inc. Sold out 0.00% −0.11
FLTR Vaneck Ig Floating Rate ETF Reduce -17.9% 0.30% −0.09
TXN Texas Instruments Inc. Reduce -0.3% 0.38% −0.08
SBUX Starbucks Corp. Reduce -14.8% 0.30% −0.07
SYK Stryker Corp. Reduce -5.1% 0.33% −0.05
PG The Procter & Gamble Co. Reduce -5.2% 0.25% −0.04
KO The Coca-Cola Co. Reduce -3.7% 0.22% −0.04
AMGN Amgen Inc. Reduce -0.6% 0.53% −0.03
WDAY Workday Inc. Class A Reduce -7.4% 0.19% −0.03
HYMB SS SPDR N Ice HY Muni ETF Reduce -5.4% 0.24% −0.03
ITW Illinois Tool Works Reduce -20.0% 0.10% −0.03
VRP Invesco Variable Rate Prefer Reduce -7.8% 0.16% −0.02
LQD Ishr Ibx Usd Invgd CB ETF-Ui Reduce -9.4% 0.13% −0.02
UNP Union Pacific Corp. Reduce -5.5% 0.20% −0.02
IWS iShares Russell Mid-Cap Valu Reduce -12.9% 0.12% −0.02
AXP American Express Co. Reduce -1.5% 0.42% −0.02
PEY Invesco High Yield Equity Di Reduce -0.6% 0.35% −0.01
FPEI First Trust Institutional PR Reduce -7.7% 0.10% −0.01
TROW T Rowe Price Group Inc. Reduce -23.2% 0.13% −0.01
IWB iShares Russell 1000 ETF Reduce -1.4% 0.16% −0.00
RDVY First Trust Rising Dividend Reduce -0.5% 0.13% −0.00
SPY SS SPDR S&P 500 ETF Trust-US Reduce -1.3% 0.47% +0.00
IHE iShares US Pharmaceuticals E Reduce -0.4% 0.12% +0.00
IWY iShares Russell Top 200 Grow Reduce -0.2% 0.17% +0.01
IBB iShares Biotechnology ETF Reduce -1.0% 0.29% +0.02
IWF iShares Russell 1000 Growth Reduce -0.3% 1.07% +0.03
HD Home Depot Inc. Reduce -0.2% 1.16% +0.03
TER Teradyne Inc. Reduce -15.9% 0.22% +0.07
MDB Mongodb Inc. Reduce -3.6% 0.30% +0.07
IGM iShares Expanded Tech Sector Reduce -0.1% 3.20% +0.14
NVDA Nvidia Corp. Reduce -4.1% 25.10% +1.40

Portfolio Buys Q2 2025 → Q3 2025
AAPL Apple Inc. Add +0.1% 4.82% +0.67
GOOGL Alphabet Inc. Class A Add +0.3% 2.12% +0.48
ORCL Oracle Corp. Add +16.0% 1.16% +0.33
C Citigroup Inc. Add +25.6% 0.56% +0.16
ZS Zscaler Inc. New 0.15% +0.15
IBIT iShares Bitcoin Trust ETF New 0.12% +0.12
JPM JPMorgan Chase & Co. Add +4.4% 1.86% +0.11
JNJ Johnson & Johnson Add +4.3% 0.68% +0.11
JEPQ JPM Nasdaq Equity Premium Add +24.2% 0.56% +0.10
SPHD Invesco S&P 500 High Dividen New 0.10% +0.10
DVY iShares Select Dividend ETF New 0.10% +0.10
GS Goldman Sachs Group Inc. Add +9.5% 0.68% +0.09
JEPI JPMorgan Equity Premium Inco Add +30.8% 0.44% +0.08
IJR iShares Core S&P Small-Cap E Add +0.2% 1.62% +0.03
IWM iShares Russell 2000 ETF Add +0.0% 0.50% +0.02
IDXX Idexx Laboratories Inc. Add +1.9% 0.17% +0.02
IJS iShares S&P Small-Cap 600 Va Add +0.1% 0.39% +0.02
QQQ Invesco QQQ Trust Series 1 Add +0.1% 0.50% +0.01
HSY The Hershey Co. Add +0.1% 0.14% +0.01
IUSG iShares Core S&P U.S. Growth Add +0.1% 0.20% +0.00
IWL iShares Russell Top 200 ETF Add +0.0% 0.25% +0.00
VEEV Veeva Systems Inc. Class A Add +4.2% 0.14% +0.00
VYM Vanguard High DVD Yield ETF Add +0.2% 0.25% −0.00
RSP Invesco S&P 500 Equal Weight Add +0.3% 0.16% −0.00
IJT iShares S&P Small-Cap 600 GR Add +0.1% 0.80% −0.00
IWD iShares Russell 1000 Value E Add +0.2% 0.36% −0.01
NOBL Proshares S&P 500 Dividend A Add +0.4% 0.17% −0.01
EPD Enterprise Products Partners Add +1.7% 0.17% −0.01
IGV iShares Expanded Tech-Softwa Add +0.4% 0.78% −0.01
IJJ iShares S&P Mid-Cap 400 Valu Add +0.1% 0.67% −0.01
IJH iShares Core S&P Midcap ETF Add +0.1% 0.88% −0.01
IJK iShares S&P Mid-Cap 400 Grow Add +0.0% 0.97% −0.01
IYF iShares US Financials ETF Add +0.7% 1.01% −0.02
HDV iShares Core High Dividend E Add +0.3% 0.84% −0.02
ADBE Adobe Inc. Add +14.6% 0.75% −0.02
ZTS Zoetis Inc. Add +0.0% 0.19% −0.03
IWR iShares Russell Mid-Cap ETF Add +0.0% 1.62% −0.03
CRWD CrowdStrike Holdings Inc. Class A Add +0.4% 0.60% −0.06
MELI MercadoLibre Inc. Add +6.8% 1.19% −0.14
COST Costco Wholesale Corp. Add +0.3% 1.54% −0.22
AMZN Amazon.com Inc. Add +0.0% 3.17% −0.22
CRM Salesforce Inc. Add +1.5% 1.16% −0.25
V Visa Inc. Class A Add +0.0% 2.73% −0.30
NOW ServiceNow Inc. Add +1.8% 1.79% −0.31
ISRG Intuitive Surgical Inc. Add +3.0% 2.01% −0.53

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