Aft, Forsyth & Company, Inc.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), Aft, Forsyth & Company, Inc. reported 123 stock positions worth $212.4 million. Its top holding was Nvidia (NVDA) at 22.6% of the portfolio, followed by Apple (AAPL, 4.7%) and Microsoft (MSFT, 3.3%). Compared with Q4 2025, it opened 2 new positions, sold out of 7, added to 26 and reduced 51. The biggest buy was Arm Holdings PLC-ADR (ARM, shares +0%) and the biggest sale an exit from Thermo Fisher Scientific (TMO).

Most Recent 13F
Q2 2026
Location
JUPITER, FL
CIK
0001512073
Portfolio Value
$212.4M (Q1 2026)
SEC Filing
0001512073-26-000004 ↗ filed May 14, 2026

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 Q3 2025 Q4 2025: $231.8M Q4 2025 Q1 2026: $212.4M $212.4M Q1 2026 Q2 2026: $207.9M Q2 2026

Holdings 123 stocks · $212.4M
NVDA Nvidia Corp. 22.62% 275,580 $48.1M Reduce -0.3%
AAPL Apple Inc. 4.68% 39,207 $10.0M Reduce -0.8%
MSFT Microsoft Corp. 3.34% 19,161 $7.1M Reduce -0.5%
LLY Eli Lilly & Co. 3.18% 7,340 $6.8M Reduce -0.3%
AMZN Amazon.com Inc. 2.94% 30,010 $6.3M Reduce -1.1%
IGM iShares Expanded Tech Sector 2.93% 52,508 $6.2M Reduce -1.1%
MA Mastercard Inc. Class A 2.47% 10,492 $5.2M Reduce -0.2%
V Visa Inc. Class A 2.45% 17,250 $5.2M Add +3.5%
GOOGL Alphabet Inc. Class A 2.44% 17,990 $5.2M Reduce -1.2%
ISRG Intuitive Surgical Inc. 2.04% 9,399 $4.3M Reduce -0.3%
JPM JPMorgan Chase & Co. 1.70% 12,258 $3.6M Reduce -0.8%
IJR iShares Core S&P Small-Cap E 1.66% 28,310 $3.5M Reduce -0.6%
COST Costco Wholesale Corp. 1.64% 3,503 $3.5M No change
IWR iShares Russell Mid-Cap ETF 1.59% 34,819 $3.4M Reduce -0.6%
AVGO Broadcom Inc. 1.54% 10,570 $3.3M Reduce -0.4%
META Meta Platforms Inc. Class A 1.23% 4,549 $2.6M Reduce -0.4%
ARM Arm Holdings PLC-ADR 1.10% 15,413 $2.3M Add +0.4%
PANW Palo Alto Networks Inc. 1.08% 14,327 $2.3M No change
BLK BlackRock Inc. 1.03% 2,280 $2.2M Reduce -1.1%
IJK iShares S&P Mid-Cap 400 Grow 1.00% 21,179 $2.1M Add +0.0%
NOW ServiceNow Inc. 0.99% 20,185 $2.1M Reduce -1.4%
IWF iShares Russell 1000 Growth 0.95% 4,743 $2.0M Add +0.0%
LMT Lockheed Martin Corp. 0.94% 3,313 $2.0M Add +1.5%
HD Home Depot Inc. 0.92% 5,942 $2.0M No change
IYF iShares US Financials ETF 0.91% 16,338 $1.9M Reduce -1.1%
JNJ Johnson & Johnson 0.90% 7,799 $1.9M No change
HDV iShares Core High Dividend E 0.88% 13,813 $1.9M Reduce -1.3%
CRM Salesforce Inc. 0.88% 10,039 $1.9M Reduce -0.6%
MELI MercadoLibre Inc. 0.87% 1,072 $1.9M Add +0.5%
IJH iShares Core S&P Midcap ETF 0.87% 27,400 $1.9M Reduce -2.6%
IJT iShares S&P Small-Cap 600 GR 0.80% 11,787 $1.7M Reduce -0.3%
GS Goldman Sachs Group Inc. 0.77% 1,930 $1.6M Add +3.5%
ANET Arista Networks Inc. 0.77% 13,297 $1.6M Reduce -0.5%
GOOG Alphabet Inc. Class C 0.76% 5,617 $1.6M No change
IWO iShares Russell 2000 Growth 0.65% 4,382 $1.4M Reduce -0.6%
IJJ iShares S&P Mid-Cap 400 Valu 0.65% 10,375 $1.4M Reduce -2.8%
ABBV Abbvie Inc. 0.65% 6,313 $1.4M No change
AMGN Amgen Inc. 0.64% 3,865 $1.4M Reduce -0.6%
C Citigroup Inc. 0.64% 11,948 $1.4M No change
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.63% 24,034 $1.3M Add +6.5%
CAT Caterpillar Inc. 0.61% 1,815 $1.3M No change
ORCL Oracle Corp. 0.54% 7,796 $1.1M Reduce -0.9%
IGV iShares Expanded Tech-Softwa 0.53% 14,149 $1.1M Add +0.6%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.52% 838 $1.1M No change
SO The Southern Co. 0.52% 11,423 $1.1M No change
CSCO Cisco Systems Inc. 0.52% 14,142 $1.1M Add +14.6%
CRWD CrowdStrike Holdings Inc. Class A 0.52% 2,806 $1.1M Reduce -1.1%
IWM iShares Russell 2000 ETF 0.50% 4,259 $1.1M Reduce -0.6%
IWP iShares Russell Mid-Cap Grow 0.48% 7,997 $1.0M No change
ADBE Adobe Inc. 0.47% 4,078 $991K Reduce -7.4%
QQQ Invesco QQQ Trust Series 1 0.46% 1,701 $982K Reduce -1.1%
JEPI JPMorgan Equity Premium Inco 0.46% 17,305 $981K Add +8.3%
TER Teradyne Inc. 0.46% 3,301 $979K Reduce -0.0%
LRCX Lam Research Corp. 0.46% 4,579 $978K Reduce -4.7%
IYH iShares U.S. Healthcare ETF 0.45% 15,423 $951K Reduce -2.5%
SPY SS SPDR S&P 500 ETF Trust-US 0.44% 1,443 $939K Reduce -0.8%
IJS iShares S&P Small-Cap 600 Va 0.41% 7,324 $868K Add +0.1%
MRK Merck & Co. Inc. 0.41% 7,174 $863K No change
TXN Texas Instruments Inc. 0.39% 4,274 $830K No change
AXP American Express Co. 0.37% 2,616 $791K No change
TSM Taiwan Semiconductor-SP ADR 0.37% 2,340 $791K No change
IWN iShares Russell 2000 Value E 0.34% 3,785 $718K Reduce -0.0%
PEY Invesco High Yield Equity Di 0.34% 33,328 $714K Reduce -0.3%
IBB iShares Biotechnology ETF 0.33% 4,147 $700K Add +0.0%
IWD iShares Russell 1000 Value E 0.31% 3,096 $662K Reduce -10.4%
FLTR Vaneck Ig Floating Rate ETF 0.30% 24,718 $630K Add +0.1%
SBUX Starbucks Corp. 0.29% 6,890 $617K No change
SHV iShares 0-1 Year Treasury Bo 0.28% 5,414 $598K Reduce -11.3%
SYK Stryker Corp. 0.27% 1,770 $582K No change
PEP Pepsico Inc. 0.26% 3,564 $553K No change
VYM Vanguard High DVD Yield ETF 0.26% 3,730 $553K Add +0.1%
TFI SS SPDR N Ice Muni Bond ETF 0.25% 11,750 $533K No change
KO The Coca-Cola Co. 0.25% 6,978 $531K No change
IWL iShares Russell Top 200 ETF 0.24% 3,159 $507K No change
DELL Dell Technologies -C 0.23% 2,980 $489K Add +26.8%
HYMB SS SPDR N Ice HY Muni ETF 0.23% 19,700 $489K No change
MDB Mongodb Inc. 0.23% 1,965 $481K No change
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.22% 5,975 $475K Reduce -0.0%
MMM 3M Co. 0.22% 3,231 $469K No change
PG The Procter & Gamble Co. 0.22% 3,244 $469K Reduce -4.0%
MS Morgan Stanley 0.22% 2,785 $458K Add +3.7%
EPD Enterprise Products Partners 0.21% 11,778 $446K Add +1.5%
ABT Abbott Laboratories 0.20% 4,184 $430K No change
BKNG Booking Holdings Inc. 0.20% 101 $425K No change
ADP Automatic Data Processing 0.20% 2,090 $425K Reduce -3.2%
UNP Union Pacific Corp. 0.20% 1,734 $421K No change
AFL Aflac Inc. 0.19% 3,675 $403K No change
RTX RTX Corp. 0.18% 2,018 $389K No change
OEF iShares S&P 100 ETF 0.18% 1,210 $385K No change
IUSG iShares Core S&P U.S. Growth 0.18% 2,409 $374K Reduce -3.6%
KEYS Keysight Technologies Inc. 0.17% 1,275 $360K No change
RSP Invesco S&P 500 Equal Weight 0.16% 1,819 $349K Add +0.3%
JPIE JPMorgan Income ETF 0.16% 7,500 $346K No change
TEAM Atlassian Corp. Class A 0.16% 4,965 $339K Reduce -3.9%
NOBL Proshares S&P 500 Dividend A 0.16% 3,173 $336K Reduce -6.8%
RDVI FT Vest Rising Dividend Achi 0.16% 13,127 $335K Add +9.3%
VEA Vanguard Ftse Developed ETF 0.16% 5,200 $333K No change
IWB iShares Russell 1000 ETF 0.15% 920 $328K Reduce -1.5%
HSY The Hershey Co. 0.15% 1,572 $327K No change
IWY iShares Russell Top 200 Grow 0.15% 1,271 $316K Reduce -3.0%
IDXX Idexx Laboratories Inc. 0.15% 552 $310K No change
TDVI FT Vest Technology Dividend 0.14% 11,584 $308K Add +11.2%
XOM Exxon Mobil Corp. 0.14% 1,810 $307K Reduce -6.5%
IHE iShares US Pharmaceuticals E 0.14% 3,447 $299K Add +0.2%
ZTS Zoetis Inc. 0.14% 2,454 $290K No change
HON Honeywell International Inc. 0.14% 1,273 $288K New
PM Philip Morris International 0.13% 1,700 $281K No change
RDVY First Trust Rising Dividend 0.13% 4,112 $281K No change
CVX Chevron Corp. 0.13% 1,323 $274K Reduce -15.9%
IWS iShares Russell Mid-Cap Valu 0.12% 1,789 $261K Add +0.1%
AGG iShares Core U.S. Aggregate 0.12% 2,581 $256K Add +0.0%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.12% 1,055 $256K Add +31.1%
VRP Invesco Variable Rate Prefer 0.12% 10,329 $248K Reduce -14.4%
AMD Advanced Micro Devices 0.11% 1,182 $240K No change
TT Trane Technologies PLC 0.11% 570 $238K No change
IVV iShares Core S&P 500 ETF 0.11% 361 $236K No change
TD Toronto-Dominion Bank 0.11% 2,450 $229K No change
VEEV Veeva Systems Inc. Class A 0.11% 910 $228K Reduce -4.1%
DVY iShares Select Dividend ETF 0.10% 1,452 $220K Add +0.3%
WDAY Workday Inc. Class A 0.10% 1,690 $220K No change
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.10% 2,360 $213K No change
ITW Illinois Tool Works 0.10% 800 $208K New
SPHD Invesco S&P 500 High Dividen 0.10% 4,164 $207K Reduce -0.7%

Portfolio Sells Q4 2025 → Q1 2026
TMO Thermo Fisher Scientific Inc. Sold out 0.00% −0.94
MSFT Microsoft Corp. Reduce -0.5% 3.34% −0.68
NOW ServiceNow Inc. Reduce -1.4% 0.99% −0.36
CRM Salesforce Inc. Reduce -0.6% 0.88% −0.27
ISRG Intuitive Surgical Inc. Reduce -0.3% 2.04% −0.26
LLY Eli Lilly & Co. Reduce -0.3% 3.18% −0.23
APO Apollo Global Management Inc. Sold out 0.00% −0.22
TEAM Atlassian Corp. Class A Reduce -3.9% 0.16% −0.20
ADBE Adobe Inc. Reduce -7.4% 0.47% −0.20
MA Mastercard Inc. Class A Reduce -0.2% 2.47% −0.12
ORCL Oracle Corp. Reduce -0.9% 0.54% −0.12
HMC Honda Motor Co. Ltd.-Spons ADR Sold out 0.00% −0.11
SNOW Snowflake Inc. Sold out 0.00% −0.11
ZS Zscaler Inc. Sold out 0.00% −0.10
IT Gartner Inc. Sold out 0.00% −0.10
FPEI First Trust Institutional PR Sold out 0.00% −0.09
AMZN Amazon.com Inc. Reduce -1.1% 2.94% −0.08
META Meta Platforms Inc. Class A Reduce -0.4% 1.23% −0.08
CRWD CrowdStrike Holdings Inc. Class A Reduce -1.1% 0.52% −0.06
AVGO Broadcom Inc. Reduce -0.4% 1.54% −0.04
ADP Automatic Data Processing Reduce -3.2% 0.20% −0.04
BLK BlackRock Inc. Reduce -1.1% 1.03% −0.03
IGM iShares Expanded Tech Sector Reduce -1.1% 2.93% −0.03
GOOGL Alphabet Inc. Class A Reduce -1.2% 2.44% −0.02
JPM JPMorgan Chase & Co. Reduce -0.8% 1.70% −0.02
IYF iShares US Financials ETF Reduce -1.1% 0.91% −0.01
VRP Invesco Variable Rate Prefer Reduce -14.4% 0.12% −0.01
SHV iShares 0-1 Year Treasury Bo Reduce -11.3% 0.28% −0.01
IWY iShares Russell Top 200 Grow Reduce -3.0% 0.15% −0.01
IUSG iShares Core S&P U.S. Growth Reduce -3.6% 0.18% −0.01
IWD iShares Russell 1000 Value E Reduce -10.4% 0.31% −0.00
IYH iShares U.S. Healthcare ETF Reduce -2.5% 0.45% +0.00
IWB iShares Russell 1000 ETF Reduce -1.5% 0.15% +0.00
NOBL Proshares S&P 500 Dividend A Reduce -6.8% 0.16% +0.01
QQQ Invesco QQQ Trust Series 1 Reduce -1.1% 0.46% +0.01
SPHD Invesco S&P 500 High Dividen Reduce -0.7% 0.10% +0.01
PG The Procter & Gamble Co. Reduce -4.0% 0.22% +0.01
ANET Arista Networks Inc. Reduce -0.5% 0.77% +0.01
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.8% 0.44% +0.01
HYG Ishr Ibx Usd Hiyld CB ETF-Ui Reduce -0.0% 0.22% +0.02
VEEV Veeva Systems Inc. Class A Reduce -4.1% 0.11% +0.02
CVX Chevron Corp. Reduce -15.9% 0.13% +0.03
IWO iShares Russell 2000 Growth Reduce -0.6% 0.65% +0.03
IJJ iShares S&P Mid-Cap 400 Valu Reduce -2.8% 0.65% +0.04
IWN iShares Russell 2000 Value E Reduce -0.0% 0.34% +0.04
PEY Invesco High Yield Equity Di Reduce -0.3% 0.34% +0.04
IWM iShares Russell 2000 ETF Reduce -0.6% 0.50% +0.04
XOM Exxon Mobil Corp. Reduce -6.5% 0.14% +0.04
AAPL Apple Inc. Reduce -0.8% 4.68% +0.05
IJH iShares Core S&P Midcap ETF Reduce -2.6% 0.87% +0.07

Portfolio Buys Q4 2025 → Q1 2026
ARM Arm Holdings PLC-ADR Add +0.4% 1.10% +0.37
LMT Lockheed Martin Corp. Add +1.5% 0.94% +0.26
HON Honeywell International Inc. New 0.14% +0.14
IJK iShares S&P Mid-Cap 400 Grow Add +0.0% 1.00% +0.12
CSCO Cisco Systems Inc. Add +14.6% 0.52% +0.11
DELL Dell Technologies -C Add +26.8% 0.23% +0.10
ITW Illinois Tool Works New 0.10% +0.10
JEPI JPMorgan Equity Premium Inco Add +8.3% 0.46% +0.07
JEPQ JPM Nasdaq Equity Premium Add +6.5% 0.63% +0.06
GS Goldman Sachs Group Inc. Add +3.5% 0.77% +0.06
EPD Enterprise Products Partners Add +1.5% 0.21% +0.05
IJS iShares S&P Small-Cap 600 Va Add +0.1% 0.41% +0.05
VYM Vanguard High DVD Yield ETF Add +0.1% 0.26% +0.03
IBB iShares Biotechnology ETF Add +0.0% 0.33% +0.03
FLTR Vaneck Ig Floating Rate ETF Add +0.1% 0.30% +0.03
RDVI FT Vest Rising Dividend Achi Add +9.3% 0.16% +0.02
TDVI FT Vest Technology Dividend Add +11.2% 0.14% +0.02
IBM Intl Business Machines Corp. Add +31.1% 0.12% +0.02
DVY iShares Select Dividend ETF Add +0.3% 0.10% +0.02
IHE iShares US Pharmaceuticals E Add +0.2% 0.14% +0.01
RSP Invesco S&P 500 Equal Weight Add +0.3% 0.16% +0.01
IWS iShares Russell Mid-Cap Valu Add +0.1% 0.12% +0.01
MS Morgan Stanley Add +3.7% 0.22% +0.01
AGG iShares Core U.S. Aggregate Add +0.0% 0.12% +0.01
IWF iShares Russell 1000 Growth Add +0.0% 0.95% −0.02
MELI MercadoLibre Inc. Add +0.5% 0.87% −0.05
V Visa Inc. Class A Add +3.5% 2.45% −0.07
IGV iShares Expanded Tech-Softwa Add +0.6% 0.53% −0.11

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