Aft, Forsyth & Company, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 13, 2026), Aft, Forsyth & Company, Inc. reported 128 stock positions worth $231.8 million. Its top holding was Nvidia (NVDA) at 22.3% of the portfolio, followed by Apple (AAPL, 4.6%) and Microsoft (MSFT, 4.0%). Compared with Q3 2025, it opened 16 new positions, sold out of 4, added to 37 and reduced 40. The biggest buy was a new position in Mastercard Class A (MA) and the biggest sale Nvidia (NVDA, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- JUPITER, FL
- CIK
- 0001512073
- Portfolio Value
- $231.8M (Q4 2025)
- SEC Filing
- 0001512073-26-000001 ↗ filed Feb 13, 2026
Holdings Value
Holdings 128 stocks · $231.8M
| NVDA Nvidia Corp. | 22.25% | 276,507 | $51.6M | Reduce -1.5% |
| AAPL Apple Inc. | 4.64% | 39,540 | $10.7M | Reduce -0.0% |
| MSFT Microsoft Corp. | 4.02% | 19,261 | $9.3M | Add +0.3% |
| LLY Eli Lilly & Co. | 3.41% | 7,360 | $7.9M | Reduce -0.1% |
| AMZN Amazon.com Inc. | 3.02% | 30,338 | $7.0M | Add +0.7% |
| IGM iShares Expanded Tech Sector | 2.96% | 53,071 | $6.9M | Reduce -0.0% |
| MA Mastercard Inc. Class A | 2.59% | 10,517 | $6.0M | New |
| V Visa Inc. Class A | 2.52% | 16,675 | $5.8M | Reduce -0.1% |
| GOOGL Alphabet Inc. Class A | 2.46% | 18,215 | $5.7M | Add +0.3% |
| ISRG Intuitive Surgical Inc. | 2.30% | 9,424 | $5.3M | Add +0.5% |
| JPM JPMorgan Chase & Co. | 1.72% | 12,363 | $4.0M | Add +0.2% |
| AVGO Broadcom Inc. | 1.58% | 10,610 | $3.7M | New |
| IJR iShares Core S&P Small-Cap E | 1.48% | 28,478 | $3.4M | Reduce -0.0% |
| IWR iShares Russell Mid-Cap ETF | 1.45% | 35,015 | $3.4M | Add +0.0% |
| NOW ServiceNow Inc. | 1.35% | 20,470 | $3.1M | Add +0.7% |
| COST Costco Wholesale Corp. | 1.30% | 3,503 | $3.0M | Add +1.2% |
| META Meta Platforms Inc. Class A | 1.30% | 4,569 | $3.0M | Add +0.6% |
| CRM Salesforce Inc. | 1.16% | 10,104 | $2.7M | Reduce -1.3% |
| PANW Palo Alto Networks Inc. | 1.14% | 14,327 | $2.6M | Add +1.4% |
| BLK BlackRock Inc. | 1.06% | 2,305 | $2.5M | New |
| IWF iShares Russell 1000 Growth | 0.97% | 4,742 | $2.2M | Reduce -0.8% |
| TMO Thermo Fisher Scientific Inc. | 0.94% | 3,753 | $2.2M | New |
| MELI MercadoLibre Inc. | 0.93% | 1,067 | $2.1M | No change |
| IYF iShares US Financials ETF | 0.92% | 16,528 | $2.1M | Reduce -0.5% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.89% | 21,177 | $2.1M | Add +0.0% |
| HD Home Depot Inc. | 0.88% | 5,942 | $2.0M | Reduce -0.1% |
| IJH iShares Core S&P Midcap ETF | 0.80% | 28,129 | $1.9M | Add +0.2% |
| GOOG Alphabet Inc. Class C | 0.76% | 5,617 | $1.8M | No change |
| ANET Arista Networks Inc. | 0.76% | 13,361 | $1.8M | New |
| HDV iShares Core High Dividend E | 0.73% | 13,989 | $1.7M | Reduce -2.7% |
| ARM Arm Holdings PLC-ADR | 0.72% | 15,348 | $1.7M | Reduce -0.5% |
| IJT iShares S&P Small-Cap 600 GR | 0.72% | 11,824 | $1.7M | Add +0.1% |
| GS Goldman Sachs Group Inc. | 0.71% | 1,865 | $1.6M | Add +4.8% |
| JNJ Johnson & Johnson | 0.70% | 7,799 | $1.6M | Add +1.3% |
| LMT Lockheed Martin Corp. | 0.68% | 3,263 | $1.6M | Add +4.7% |
| ADBE Adobe Inc. | 0.66% | 4,403 | $1.5M | Reduce -1.1% |
| ORCL Oracle Corp. | 0.66% | 7,871 | $1.5M | Reduce -8.4% |
| IGV iShares Expanded Tech-Softwa | 0.64% | 14,064 | $1.5M | Reduce -0.0% |
| ABBV Abbvie Inc. | 0.62% | 6,313 | $1.4M | Add +5.0% |
| IWO iShares Russell 2000 Growth | 0.61% | 4,408 | $1.4M | No change |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.61% | 10,672 | $1.4M | Reduce -1.3% |
| C Citigroup Inc. | 0.60% | 11,948 | $1.4M | Add +3.7% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.57% | 2,836 | $1.3M | Add +11.8% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.57% | 22,569 | $1.3M | Add +11.2% |
| AMGN Amgen Inc. | 0.55% | 3,890 | $1.3M | No change |
| IWP iShares Russell Mid-Cap Grow | 0.47% | 7,997 | $1.1M | Add +0.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.46% | 1,719 | $1.1M | Reduce -1.3% |
| IWM iShares Russell 2000 ETF | 0.46% | 4,284 | $1.1M | No change |
| IYH iShares U.S. Healthcare ETF | 0.44% | 15,814 | $1.0M | Reduce -0.1% |
| SO The Southern Co. | 0.43% | 11,423 | $996K | Reduce -4.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.43% | 1,455 | $992K | Reduce -1.9% |
| AXP American Express Co. | 0.42% | 2,616 | $968K | No change |
| CAT Caterpillar Inc. | 0.41% | 1,815 | $951K | No change |
| CSCO Cisco Systems Inc. | 0.41% | 12,342 | $951K | No change |
| JEPI JPMorgan Equity Premium Inco | 0.39% | 15,976 | $914K | Reduce -1.4% |
| ASML ASML Holding NV-NY Reg SHS | 0.39% | 838 | $897K | No change |
| TEAM Atlassian Corp. Class A | 0.36% | 5,165 | $837K | New |
| IJS iShares S&P Small-Cap 600 Va | 0.36% | 7,320 | $832K | Add +0.1% |
| MDB Mongodb Inc. | 0.36% | 1,965 | $825K | Reduce -1.3% |
| LRCX Lam Research Corp. | 0.35% | 4,804 | $822K | New |
| MRK Merck & Co. Inc. | 0.33% | 7,174 | $755K | Reduce -5.0% |
| TXN Texas Instruments Inc. | 0.32% | 4,274 | $741K | No change |
| IWD iShares Russell 1000 Value E | 0.31% | 3,457 | $727K | Reduce -5.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.31% | 2,340 | $711K | No change |
| IBB iShares Biotechnology ETF | 0.30% | 4,146 | $700K | Reduce -0.4% |
| IWN iShares Russell 2000 Value E | 0.30% | 3,786 | $686K | Reduce -0.6% |
| PEY Invesco High Yield Equity Di | 0.29% | 33,414 | $681K | Reduce -2.4% |
| SHV iShares 0-1 Year Treasury Bo | 0.29% | 6,106 | $673K | Reduce -10.1% |
| TER Teradyne Inc. | 0.28% | 3,302 | $639K | No change |
| FLTR Vaneck Ig Floating Rate ETF | 0.27% | 24,693 | $629K | Add +0.2% |
| SYK Stryker Corp. | 0.27% | 1,770 | $622K | Reduce -5.3% |
| SBUX Starbucks Corp. | 0.25% | 6,890 | $580K | Reduce -6.1% |
| ADP Automatic Data Processing | 0.24% | 2,160 | $556K | No change |
| BKNG Booking Holdings Inc. | 0.23% | 101 | $541K | No change |
| IWL iShares Russell Top 200 ETF | 0.23% | 3,159 | $539K | Add +0.0% |
| TFI SS SPDR N Ice Muni Bond ETF | 0.23% | 11,750 | $537K | No change |
| VYM Vanguard High DVD Yield ETF | 0.23% | 3,725 | $535K | Add +0.2% |
| ABT Abbott Laboratories | 0.23% | 4,184 | $524K | No change |
| MMM 3M Co. | 0.22% | 3,231 | $517K | Add +6.6% |
| PEP Pepsico Inc. | 0.22% | 3,564 | $512K | Reduce -7.8% |
| APO Apollo Global Management Inc. | 0.22% | 3,500 | $507K | No change |
| HYMB SS SPDR N Ice HY Muni ETF | 0.21% | 19,700 | $491K | No change |
| KO The Coca-Cola Co. | 0.21% | 6,978 | $488K | Reduce -0.7% |
| PG The Procter & Gamble Co. | 0.21% | 3,379 | $484K | Reduce -1.7% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.21% | 5,977 | $482K | New |
| MS Morgan Stanley | 0.21% | 2,685 | $477K | No change |
| IUSG iShares Core S&P U.S. Growth | 0.18% | 2,498 | $420K | Add +0.1% |
| OEF iShares S&P 100 ETF | 0.18% | 1,210 | $415K | No change |
| AFL Aflac Inc. | 0.17% | 3,675 | $405K | No change |
| UNP Union Pacific Corp. | 0.17% | 1,734 | $401K | No change |
| IDXX Idexx Laboratories Inc. | 0.16% | 552 | $373K | No change |
| EPD Enterprise Products Partners | 0.16% | 11,604 | $372K | Add +1.7% |
| RTX RTX Corp. | 0.16% | 2,018 | $370K | No change |
| IWY iShares Russell Top 200 Grow | 0.16% | 1,311 | $363K | No change |
| WDAY Workday Inc. Class A | 0.16% | 1,690 | $363K | No change |
| NOBL Proshares S&P 500 Dividend A | 0.15% | 3,403 | $354K | Reduce -1.2% |
| IWB iShares Russell 1000 ETF | 0.15% | 934 | $349K | Add +0.3% |
| RSP Invesco S&P 500 Equal Weight | 0.15% | 1,814 | $348K | Add +0.2% |
| JPIE JPMorgan Income ETF | 0.15% | 7,500 | $347K | New |
| VEA Vanguard Ftse Developed ETF | 0.14% | 5,200 | $325K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| NVDA Nvidia Corp. | Reduce -1.5% | 22.25% | −2.85 |
| ORCL Oracle Corp. | Reduce -8.4% | 0.66% | −0.50 |
| ARM Arm Holdings PLC-ADR | Reduce -0.5% | 0.72% | −0.32 |
| HD Home Depot Inc. | Reduce -0.1% | 0.88% | −0.27 |
| IGM iShares Expanded Tech Sector | Reduce -0.0% | 2.96% | −0.25 |
| V Visa Inc. Class A | Reduce -0.1% | 2.52% | −0.21 |
| AAPL Apple Inc. | Reduce -0.0% | 4.64% | −0.19 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.0% | 1.48% | −0.14 |
| IGV iShares Expanded Tech-Softwa | Reduce -0.0% | 0.64% | −0.13 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Sold out | 0.00% | −0.13 |
| IBIT iShares Bitcoin Trust ETF | Sold out | 0.00% | −0.12 |
| SO The Southern Co. | Reduce -4.8% | 0.43% | −0.11 |
| HDV iShares Core High Dividend E | Reduce -2.7% | 0.73% | −0.11 |
| IWF iShares Russell 1000 Growth | Reduce -0.8% | 0.97% | −0.10 |
| SHW The Sherwin-Williams Co. | Sold out | 0.00% | −0.10 |
| ITW Illinois Tool Works | Sold out | 0.00% | −0.10 |
| IYF iShares US Financials ETF | Reduce -0.5% | 0.92% | −0.09 |
| ADBE Adobe Inc. | Reduce -1.1% | 0.66% | −0.09 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -10.1% | 0.29% | −0.07 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -1.3% | 0.61% | −0.07 |
| SYK Stryker Corp. | Reduce -5.3% | 0.27% | −0.06 |
| ZTS Zoetis Inc. | Reduce -8.1% | 0.13% | −0.05 |
| PEY Invesco High Yield Equity Di | Reduce -2.4% | 0.29% | −0.05 |
| VEEV Veeva Systems Inc. Class A | Reduce -3.6% | 0.09% | −0.05 |
| JEPI JPMorgan Equity Premium Inco | Reduce -1.4% | 0.39% | −0.05 |
| SBUX Starbucks Corp. | Reduce -6.1% | 0.25% | −0.05 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.3% | 0.46% | −0.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.9% | 0.43% | −0.05 |
| PG The Procter & Gamble Co. | Reduce -1.7% | 0.21% | −0.04 |
| IWD iShares Russell 1000 Value E | Reduce -5.3% | 0.31% | −0.04 |
| PEP Pepsico Inc. | Reduce -7.8% | 0.22% | −0.04 |
| VRP Invesco Variable Rate Prefer | Reduce -8.8% | 0.13% | −0.03 |
| IWN iShares Russell 2000 Value E | Reduce -0.6% | 0.30% | −0.03 |
| TROW T Rowe Price Group Inc. | Reduce -9.6% | 0.10% | −0.02 |
| CVX Chevron Corp. | Reduce -6.8% | 0.10% | −0.02 |
| NOBL Proshares S&P 500 Dividend A | Reduce -1.2% | 0.15% | −0.02 |
| KO The Coca-Cola Co. | Reduce -0.7% | 0.21% | −0.01 |
| IWS iShares Russell Mid-Cap Valu | Reduce -0.4% | 0.11% | −0.01 |
| CRM Salesforce Inc. | Reduce -1.3% | 1.16% | −0.01 |
| IYH iShares U.S. Healthcare ETF | Reduce -0.1% | 0.44% | −0.00 |
| IBB iShares Biotechnology ETF | Reduce -0.4% | 0.30% | +0.01 |
| MRK Merck & Co. Inc. | Reduce -5.0% | 0.33% | +0.02 |
| MDB Mongodb Inc. | Reduce -1.3% | 0.36% | +0.06 |
| LLY Eli Lilly & Co. | Reduce -0.1% | 3.41% | +0.72 |
Portfolio Buys Q3 2025 → Q4 2025
| MA Mastercard Inc. Class A | New | 2.59% | +2.59 |
| AVGO Broadcom Inc. | New | 1.58% | +1.58 |
| BLK BlackRock Inc. | New | 1.06% | +1.06 |
| TMO Thermo Fisher Scientific Inc. | New | 0.94% | +0.94 |
| ANET Arista Networks Inc. | New | 0.76% | +0.76 |
| TEAM Atlassian Corp. Class A | New | 0.36% | +0.36 |
| LRCX Lam Research Corp. | New | 0.35% | +0.35 |
| GOOGL Alphabet Inc. Class A | Add +0.3% | 2.46% | +0.34 |
| ISRG Intuitive Surgical Inc. | Add +0.5% | 2.30% | +0.29 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | New | 0.21% | +0.21 |
| JPIE JPMorgan Income ETF | New | 0.15% | +0.15 |
| RDVI FT Vest Rising Dividend Achi | New | 0.14% | +0.14 |
| DELL Dell Technologies -C | New | 0.13% | +0.13 |
| TDVI FT Vest Technology Dividend | New | 0.12% | +0.12 |
| AGG iShares Core U.S. Aggregate | New | 0.11% | +0.11 |
| AMD Advanced Micro Devices | New | 0.11% | +0.11 |
| SNOW Snowflake Inc. | New | 0.11% | +0.11 |
| TD Toronto-Dominion Bank | New | 0.10% | +0.10 |
| C Citigroup Inc. | Add +3.7% | 0.60% | +0.04 |
| GS Goldman Sachs Group Inc. | Add +4.8% | 0.71% | +0.03 |
| JNJ Johnson & Johnson | Add +1.3% | 0.70% | +0.01 |
| IHE iShares US Pharmaceuticals E | Add +0.4% | 0.13% | +0.01 |
| JEPQ JPM Nasdaq Equity Premium | Add +11.2% | 0.57% | +0.01 |
| MMM 3M Co. | Add +6.6% | 0.22% | −0.00 |
| TT Trane Technologies PLC | Add +15.2% | 0.10% | −0.00 |
| IVV iShares Core S&P 500 ETF | Add +0.6% | 0.11% | −0.01 |
| RDVY First Trust Rising Dividend | Add +0.0% | 0.12% | −0.01 |
| FPEI First Trust Institutional PR | Add +0.1% | 0.09% | −0.01 |
| DVY iShares Select Dividend ETF | Add +0.5% | 0.09% | −0.01 |
| EPD Enterprise Products Partners | Add +1.7% | 0.16% | −0.01 |
| SPHD Invesco S&P 500 High Dividen | Add +0.4% | 0.09% | −0.01 |
| IWB iShares Russell 1000 ETF | Add +0.3% | 0.15% | −0.01 |
| RSP Invesco S&P 500 Equal Weight | Add +0.2% | 0.15% | −0.01 |
| IUSG iShares Core S&P U.S. Growth | Add +0.1% | 0.18% | −0.02 |
| IWL iShares Russell Top 200 ETF | Add +0.0% | 0.23% | −0.02 |
| VYM Vanguard High DVD Yield ETF | Add +0.2% | 0.23% | −0.02 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +11.8% | 0.57% | −0.02 |
| IJS iShares S&P Small-Cap 600 Va | Add +0.1% | 0.36% | −0.03 |
| FLTR Vaneck Ig Floating Rate ETF | Add +0.2% | 0.27% | −0.03 |
| ABBV Abbvie Inc. | Add +5.0% | 0.62% | −0.04 |
| LMT Lockheed Martin Corp. | Add +4.7% | 0.68% | −0.06 |
| IWP iShares Russell Mid-Cap Grow | Add +0.0% | 0.47% | −0.07 |
| IJH iShares Core S&P Midcap ETF | Add +0.2% | 0.80% | −0.08 |
| IJT iShares S&P Small-Cap 600 GR | Add +0.1% | 0.72% | −0.08 |
| IJK iShares S&P Mid-Cap 400 Grow | Add +0.0% | 0.89% | −0.09 |
| JPM JPMorgan Chase & Co. | Add +0.2% | 1.72% | −0.15 |
| AMZN Amazon.com Inc. | Add +0.7% | 3.02% | −0.15 |
| IWR iShares Russell Mid-Cap ETF | Add +0.0% | 1.45% | −0.16 |
| COST Costco Wholesale Corp. | Add +1.2% | 1.30% | −0.23 |
| PANW Palo Alto Networks Inc. | Add +1.4% | 1.14% | −0.24 |
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 |