AF
| |
Aft, Forsyth & Company, Inc.13F | |
| Aft, Forsyth & Company, Inc. | |
| Last update 2025-05-12 | 126 Stocks (2 new) |
| Value $186.00 Mil | Turnover 1 % |
Aft, Forsyth & Company, Inc. Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 297,262 | 32,217.2 | -1.00% | 17.350 | -0.20% | 0.000 | +69.89% | +28.41% | 4,204,658.7 | Semiconductors | |
AAPL | Apple Inc | 39,383 | 8,748.2 | -0.27% | 4.710 | -0.01% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
MSFT | Microsoft Corp | 19,231 | 7,219.3 | -0.31% | 3.890 | -0.01% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
LLY | Eli Lilly and Co | 7,425 | 6,132.4 | -1.66% | 3.300 | -0.05% | 0.000 | -7.94% | +0.34% | 692,791.6 | Drug Manufacturers | |
V | Visa Inc | 16,604 | 5,818.9 | -0.06% | 3.130 | 0% | 0.000 | +6.07% | +10.81% | 681,869.3 | Credit Services | |
AMZN | Amazon.com Inc | 30,368 | 5,777.8 | -0.74% | 3.110 | -0.02% | 0.000 | +31.01% | +3.07% | 2,400,675.8 | Retail - Cyclical | |
MA | Mastercard Inc | 10,510 | 5,760.9 | 0% | 3.100 | 0% | 0.000 | +6.97% | +5.42% | 501,860.7 | Credit Services | |
IGM | iShares Expanded Tech Sector ETF | 53,743 | 4,872.9 | -0.65% | 2.620 | -0.02% | 0.090 | +34.64% | +12.20% | 6,853.6 | ||
ISRG | Intuitive Surgical Inc | 9,114 | 4,513.9 | -1.03% | 2.430 | -0.02% | 0.000 | +7.43% | -0.64% | 185,882.9 | Medical Devices & Instruments | |
COST | Costco Wholesale Corp | 3,421 | 3,235.5 | 0% | 1.740 | 0% | 0.000 | -4.25% | +4.03% | 421,724.5 | Retail - Defensive |
Aft, Forsyth & Company, Inc.'s Historical Top Holdings Breakdowns
Aft, Forsyth & Company, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SHV | iShares Short Treasury Bond ETF | 2025-03-31 | New Buy New Buy | +0.32% | 110.11 ($110.29) 110.51 | $110.30 | 0.01% | New holding | 5,445 | 5,445 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -0.20% | 106.98 ($126.74) 149.43 | $172.41 | 36.03% | Reduce -1% | 297,262 | -3,010 | |
MDB | MongoDB Inc | 2025-03-31 | Reduce Reduce | -0.12% | 175.4 ($243.68) 298.52 | $221.21 | -9.22% | Reduce -28.1% | 2,572 | -1,005 | |
IBM |
International Business Machines Corp
International Business Machines Corp
| 2025-03-31 | New Buy New Buy | +0.11% | 217.4 ($244.61) 264.74 | $285.87 | 16.87% | New holding | 805 | 805 | |
ADBE | Adobe Inc | 2025-03-31 | Reduce Reduce | -0.10% | 377.84 ($428.84) 464.11 | $365.79 | -14.70% | Reduce -10.16% | 4,225 | -478 | |
HYMB |
SPDR Nuveen Bloomberg High Yield Municipal Bond ETF
SPDR Nuveen Bloomberg High Yield Municipal Bond ETF
| 2025-03-31 | Reduce Reduce | -0.10% | 25.12 ($25.65) 26.05 | $24.19 | -5.69% | Reduce -27.75% | 20,825 | -8,000 | |
INTU | Intuit Inc | 2025-03-31 | Sold Out Sold Out | -0.10% | 555.63 ($600.51) 630.23 | $752.63 | 25.33% | Sold Out | 0 | -327 | |
KEYS | Keysight Technologies Inc | 2025-03-31 | Sold Out Sold Out | -0.10% | 148.16 ($165.11) 185.11 | $162.45 | -1.61% | Sold Out | 0 | -1,275 | |
WDAY | Workday Inc | 2025-03-31 | Reduce Reduce | -0.09% | 233.53 ($255.22) 277.82 | $233.06 | -8.68% | Reduce -21.37% | 2,575 | -700 | |
C | Citigroup Inc | 2025-03-31 | Add Add | +0.07% | 67.23 ($76.25) 84.63 | $93.45 | 22.56% | Add 25.45% | 9,488 | 1,925 |
Aft, Forsyth & Company, Inc. Total Holding History ($B)
Aft, Forsyth & Company, Inc.'s Asset Allocation
Aft, Forsyth & Company, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Aft, Forsyth & Company, Inc.'s Hypothetical Growth since 2025-03-31
Aft, Forsyth & Company, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Aft, Forsyth & Company, Inc.'s Holdings Heat Map
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Aft, Forsyth & Company, Inc.'s Holdings Bubble Chart
Aft, Forsyth & Company, Inc. News
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