Aft, Forsyth & Company, Inc. Portfolio Holdings

Aft, Forsyth & Company, Inc.

  • $200 Million
  • Q4 2024

Aft, Forsyth & Company, Inc. has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $200 Million distributed in 126 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $40.3M, Apple Inc. with a value of $9.89M, Microsoft Corp with a value of $8.13M, Amazon Com Inc with a value of $6.71M, and Eli Lilly & CO with a value of $5.83M.

Examining the 13F form we can see an increase of $1.01M in the current position value, from $199M to 200M.

Below you can find more details about Aft, Forsyth & Company, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $200 Million
Technology: $83.3 Million
ETFs: $43.4 Million
Financial Services: $21.6 Million
Healthcare: $19.7 Million
Consumer Cyclical: $13.2 Million
Communication Services: $7.18 Million
Consumer Defensive: $5.66 Million
Industrials: $4.1 Million
Other: $2.04 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$316B
$40.3 Million 20.14% of portfolio
300,272
Q4 2024 Reduced 5.6%
$3.97T
$9.89 Million 4.94% of portfolio
39,488
Q4 2024 Reduced 2.81%
$2.97T
$8.13 Million 4.06% of portfolio
19,291
Q4 2024 Reduced 2.42%
$2.17T
$6.71 Million 3.35% of portfolio
30,593
Q4 2024 Reduced 2.03%
$857B
$5.83 Million 2.91% of portfolio
7,550
Q4 2024 Reduced 0.4%
$538B
$5.53 Million 2.76% of portfolio
10,510
Q4 2024 Reduced 1.34%
$576B
$5.25 Million 2.62% of portfolio
16,614
Q4 2024 Reduced 1.49%
$203B
$4.81 Million 2.4% of portfolio
9,209
Q4 2024 Reduced 1.29%
$186B
$4.35 Million 2.17% of portfolio
4,101
Q4 2024 Reduced 7.09%
$1.05T
$3.48 Million 1.74% of portfolio
18,400
Q4 2024 Reduced 4.54%
$306B
$3.3 Million 1.65% of portfolio
9,864
Q4 2024 Added 0.61%
$467B
$3.13 Million 1.57% of portfolio
3,421
Q4 2024 Reduced 0.75%
$755B
$2.78 Million 1.39% of portfolio
11,618
Q4 2024 Reduced 1.63%
$56.3B
$2.69 Million 1.34% of portfolio
14,772
Q4 2024 Added 99.86%
$1.48T
$2.62 Million 1.31% of portfolio
4,449
Q4 2024 Reduced 1.87%
$82B
$2.37 Million 1.19% of portfolio
10,240
Q3 2024 Added 1,139.71%
$144B
$2.29 Million 1.14% of portfolio
2,235
Q4 2024 Added 2.19%
$206B
$2.09 Million 1.04% of portfolio
4,703
Q4 2024 Reduced 5.81%
$211B
$2.01 Million 1.01% of portfolio
3,873
Q4 2024 Added 0.39%
$650B
$1.91 Million 0.95% of portfolio
4,208
Q4 2024 Reduced 1.64%
$109B
$1.74 Million 0.87% of portfolio
1,026
Q4 2024 Reduced 6.13%
$118B
$1.5 Million 0.75% of portfolio
3,088
Q4 2024 Added 1.05%
$28.5B
$1.19 Million 0.59% of portfolio
10,736
Q4 2024 Added 301.8%
$361B
$1.12 Million 0.56% of portfolio
6,318
Q3 2024 Reduced 3.44%
$454B
$1.12 Million 0.56% of portfolio
6,739
Q4 2024 Added 32.66%
$434B
$1.12 Million 0.56% of portfolio
7,714
Q4 2024 Reduced 3.91%
$169B
$1.09 Million 0.54% of portfolio
4,170
Q4 2024 Reduced 1.53%
$1.08T
$1.07 Million 0.53% of portfolio
5,620
Q3 2024 Reduced 0.35%
$97.8B
$987,000 0.49% of portfolio
11,998
Q2 2022 Added 2.26%
$210B
$867,000 0.43% of portfolio
1,515
Q2 2024 Added 11.81%
$51.3B
$845,000 0.42% of portfolio
3,275
Q4 2024 Reduced 3.25%
$17.8B
$832,000 0.42% of portfolio
3,577
Q4 2024 Reduced 25.74%
$232B
$842,000 0.42% of portfolio
8,472
Q3 2024 Reduced 0.18%
$177B
$833,000 0.42% of portfolio
4,285
Q3 2024 Reduced 2.39%
$219B
$803,000 0.4% of portfolio
2,706
Q4 2024 Added 1.69%
$1.45B
$753,000 0.38% of portfolio
12,500
Q3 2024 Reduced 0.4%
$81.6B
$742,000 0.37% of portfolio
2,171
Q4 2024 Reduced 2.91%
$264B
$733,000 0.37% of portfolio
12,392
Q3 2024 Reduced 2.75%
$131B
$739,000 0.37% of portfolio
8,115
Q3 2024 Reduced 2.29%
$148B
$727,000 0.36% of portfolio
2,020
Q2 2024 Added 14.12%
$290B
$702,000 0.35% of portfolio
1,013
Q4 2024 Reduced 1.46%
$181B
$658,000 0.33% of portfolio
1,815
Q1 2024 Reduced 5.71%
$130B
$632,000 0.32% of portfolio
2,161
Q4 2023 Reduced 2.39%
$409B
$630,000 0.31% of portfolio
3,763
Q3 2024 Reduced 1.95%
$87.2B
$578,000 0.29% of portfolio
3,500
Q1 2024 Added 16.67%
$17.5B
$579,000 0.29% of portfolio
4,601
Q4 2024 Reduced 4.17%
$216B
$587,000 0.29% of portfolio
3,864
Q4 2024 Reduced 7.49%
$39.8B
$566,000 0.28% of portfolio
1,170
Q4 2024 Reduced 1.27%
$151B
$532,000 0.27% of portfolio
7,563
Q3 2024 Reduced 0.37%

Summary

  • Portfolio
  • No. of Stocks 126
  • Current Value $200 Million
  • Prior Value $199 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 29, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 59 stocks
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