Latest Aft, Forsyth & Company, Inc. Stock Portfolio
Aft, Forsyth & Company, Inc. Performance:
2025 Q3: 7.64%YTD: 14.62%2024: 25.11%
Performance for 2025 Q3 is 7.64%, and YTD is 14.62%, and 2024 is 25.11%.
About Aft, Forsyth & Company, Inc. and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, AFT, FORSYTH & COMPANY, INC. reported an equity portfolio of $208.8 Millions as of 30 Sep, 2025.
The top stock holdings of AFT, FORSYTH & COMPANY, INC. are NVDA, AAPL, MSFT. The fund has invested 25.1% of it's portfolio in NVIDIA CORPORATION and 4.8% of portfolio in APPLE INC.
The fund managers got completely rid off INTUIT (INTU) stocks. They significantly reduced their stock positions in ISHARES TR (AAXJ), PRICE T ROWE GROUP INC (TROW) and ILLINOIS TOOL WKS INC (ITW). AFT, FORSYTH & COMPANY, INC. opened new stock positions in ZSCALER INC (ZS), ISHARES BITCOIN TRUST ETF and INVESCO EXCH TRADED FD TR II (CGW). The fund showed a lot of confidence in some stocks as they added substantially to J P MORGAN EXCHANGE TRADED F (BBAX), CITIGROUP INC (C) and J P MORGAN EXCHANGE TRADED F.
The top stock holdings of AFT, FORSYTH & COMPANY, INC. are NVDA, AAPL, MSFT. The fund has invested 25.1% of it's portfolio in NVIDIA CORPORATION and 4.8% of portfolio in APPLE INC.
The fund managers got completely rid off INTUIT (INTU) stocks. They significantly reduced their stock positions in ISHARES TR (AAXJ), PRICE T ROWE GROUP INC (TROW) and ILLINOIS TOOL WKS INC (ITW). AFT, FORSYTH & COMPANY, INC. opened new stock positions in ZSCALER INC (ZS), ISHARES BITCOIN TRUST ETF and INVESCO EXCH TRADED FD TR II (CGW). The fund showed a lot of confidence in some stocks as they added substantially to J P MORGAN EXCHANGE TRADED F (BBAX), CITIGROUP INC (C) and J P MORGAN EXCHANGE TRADED F.
Aft, Forsyth & Company, Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that AFT, FORSYTH & COMPANY, INC. made a return of 7.64% in the last quarter. In trailing 12 months, it's portfolio return was 17.73%.
New Buys
| Ticker | $ Bought |
|---|---|
| zscaler inc | 323,633 |
| ishares bitcoin trust etf | 256,425 |
| invesco exch traded fd tr ii | 206,646 |
| ishares tr | 204,785 |
New stocks bought by Aft, Forsyth & Company, Inc.
Additions
| Ticker | % Inc. |
|---|---|
| j p morgan exchange traded f | 30.77 |
| citigroup inc | 25.62 |
| j p morgan exchange traded f | 24.23 |
| oracle corp | 16.02 |
| adobe inc | 14.63 |
| goldman sachs group inc | 9.54 |
| mercadolibre inc | 6.81 |
| jpmorgan chase & co. | 4.4 |
Additions to existing portfolio by Aft, Forsyth & Company, Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| ishares tr | -63.77 |
| price t rowe group inc | -23.24 |
| illinois tool wks inc | -20.00 |
| vaneck etf trust | -17.95 |
| teradyne inc | -15.89 |
| starbucks corp | -14.8 |
| ishares tr | -12.95 |
| ishares tr | -9.41 |
Aft, Forsyth & Company, Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| intuit | -210,297 |
Aft, Forsyth & Company, Inc. got rid off the above stocks
Sector Distribution
AFT, FORSYTH & COMPANY, INC. has about 43.6% of it's holdings in Technology sector.
| Sector | % |
|---|---|
| Technology | 43.6 |
| Others | 24.4 |
| Healthcare | 8 |
| Financial Services | 6.8 |
| Consumer Cyclical | 6.1 |
| Communication Services | 4.4 |
| Consumer Defensive | 2.6 |
| Industrials | 2.3 |
| Utilities | 1.4 |
Market Cap. Distribution
AFT, FORSYTH & COMPANY, INC. has about 74.7% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 58 |
| UNALLOCATED | 24.4 |
| LARGE-CAP | 16.7 |
Stocks belong to which Index?
About 72% of the stocks held by AFT, FORSYTH & COMPANY, INC. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 72 |
| Others | 27.2 |
Aft, Forsyth & Company, Inc. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Aft, Forsyth & Company, Inc.
AFT, FORSYTH & COMPANY, INC. has 114 stocks in it's portfolio. About 52.5% of the portfolio is in top 10 stocks. ISRG proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for AFT, FORSYTH & COMPANY, INC. last quarter.
Last Reported on: 07 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 4.82 | 39,545 | 10,069,300 | added | 0.15 | ||
| AAXJ | ishares tr | 0.36 | 6,795 | 750,757 | reduced | -63.77 | ||
| AAXJ | ishares tr | 0.12 | 3,425 | 248,520 | reduced | -0.44 | ||
| ABBV | abbvie inc | 0.67 | 6,013 | 1,392,250 | unchanged | 0.00 | ||
| ABT | abbott labs | 0.27 | 4,184 | 560,405 | unchanged | 0.00 | ||
| ADBE | adobe inc | 0.75 | 4,451 | 1,570,090 | added | 14.63 | ||
| ADP | automatic data processing in | 0.30 | 2,160 | 633,960 | unchanged | 0.00 | ||
| AFK | vaneck etf trust | 0.30 | 24,635 | 629,921 | reduced | -17.95 | ||
| AFL | aflac inc | 0.20 | 3,675 | 410,498 | unchanged | 0.00 | ||
| AIRR | first tr exchange traded fd | 0.13 | 4,111 | 276,500 | reduced | -0.46 | ||
| AMGN | amgen inc | 0.53 | 3,890 | 1,097,760 | reduced | -0.64 | ||
| AMPS | ishares tr | 0.84 | 14,376 | 1,760,330 | added | 0.3 | ||
| AMZN | amazon com inc | 3.17 | 30,138 | 6,617,400 | added | 0.03 | ||
| AOA | ishares tr | 0.25 | 3,158 | 524,547 | added | 0.03 | ||
| AOA | ishares tr | 0.17 | 1,311 | 358,683 | reduced | -0.23 | ||
| AXP | american express co | 0.42 | 2,616 | 868,931 | reduced | -1.51 | ||
| BAB | invesco exch traded fd tr ii | 0.16 | 13,245 | 327,147 | reduced | -7.78 | ||
| BBAX | j p morgan exchange traded f | 0.44 | 16,196 | 924,805 | added | 30.77 | ||
| BIL | spdr series trust | 0.26 | 11,750 | 535,448 | unchanged | 0.00 | ||
| BIL | spdr series trust | 0.23 | 19,700 | 491,121 | reduced | -5.4 | ||