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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$198B
$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%
$188B
$803,000 0.4% of portfolio
2,706
Q4 2024 Added 1.69%
$0
$771,000 0.39% of portfolio
30,311
Q4 2024 Added 0.41%
$0
$790,000 0.39% of portfolio
7,278
Q4 2024 Added 0.17%
$1.34B
$753,000 0.38% of portfolio
12,500
Q3 2024 Reduced 0.4%
$0
$737,000 0.37% of portfolio
28,825
Q4 2024 Reduced 15.78%
$80.7B
$742,000 0.37% of portfolio
2,171
Q4 2024 Reduced 2.91%
$229B
$733,000 0.37% of portfolio
12,392
Q3 2024 Reduced 2.75%
$0
$731,000 0.37% of portfolio
34,409
Q4 2024 Reduced 0.73%
$93.5B
$739,000 0.37% of portfolio
8,115
Q3 2024 Reduced 2.29%
$131B
$727,000 0.36% of portfolio
2,020
Q2 2024 Added 14.12%
$254B
$702,000 0.35% of portfolio
1,013
Q4 2024 Reduced 1.46%
$0
$672,000 0.34% of portfolio
3,634
Q4 2024 Reduced 0.9%
$0
$666,000 0.33% of portfolio
4,060
Q4 2024 Added 0.02%
$155B
$658,000 0.33% of portfolio
1,815
Q1 2024 Reduced 5.71%
$404B
$630,000 0.31% of portfolio
3,763
Q3 2024 Reduced 1.95%
$0
$629,000 0.31% of portfolio
11,158
Q4 2024 Added 12.56%
$76.1B
$578,000 0.29% of portfolio
3,500
Q1 2024 Added 16.67%
$11.2B
$579,000 0.29% of portfolio
4,601
Q4 2024 Reduced 4.17%
$197B
$587,000 0.29% of portfolio
3,864
Q4 2024 Reduced 7.49%
$31.8B
$566,000 0.28% of portfolio
1,170
Q4 2024 Reduced 1.27%
$0
$556,000 0.28% of portfolio
4,209
Q4 2024 Reduced 3.51%
$0
$536,000 0.27% of portfolio
11,750
Q2 2022 Reduced 2.73%
$122B
$532,000 0.27% of portfolio
7,563
Q3 2024 Reduced 0.37%
$0
$525,000 0.26% of portfolio
21,720
Q4 2024 Added 0.92%
$182B
$501,000 0.25% of portfolio
101
Q4 2024 Reduced 4.72%
$0
$494,000 0.25% of portfolio
8,593
Q4 2024 Added 9.4%
$0
$487,000 0.24% of portfolio
3,821
Q4 2024 Added 0.18%
$229B
$473,000 0.24% of portfolio
4,184
Q3 2023 Reduced 2.11%
$69.6B
$467,000 0.23% of portfolio
2,868
Q3 2024 Reduced 2.48%
$787B
$462,000 0.23% of portfolio
2,340
Q2 2023 Added 0.86%
$22B
$459,000 0.23% of portfolio
3,990
Q4 2024 Reduced 13.07%
$316B
$454,000 0.23% of portfolio
7,293
Q4 2024 Reduced 2.67%
$0
$456,000 0.23% of portfolio
3,155
Q4 2024 Added 0.03%
$135B
$431,000 0.22% of portfolio
1,894
Q3 2024 Reduced 1.56%
$8.7B
$408,000 0.2% of portfolio
5,653
Q4 2024 Added 900.53%
$0
$400,000 0.2% of portfolio
2,874
Q4 2024 Reduced 0.9%
$72B
$391,000 0.2% of portfolio
3,030
Q3 2024 Reduced 2.42%
$67.9B
$380,000 0.19% of portfolio
3,675
Q4 2021 New
$19.4B
$384,000 0.19% of portfolio
3,400
Q4 2024 Reduced 15.44%
$0
$363,000 0.18% of portfolio
3,647
Q4 2024 Reduced 1.33%
$30.7B
$369,000 0.18% of portfolio
965
Q4 2024 Reduced 22.49%
$24.5B
$350,000 0.17% of portfolio
2,072
Q4 2024 Added 17.39%
$425B
$348,000 0.17% of portfolio
688
Q3 2024 Reduced 1.57%
$185B
$337,000 0.17% of portfolio
2,685
Q4 2024 Added 8.05%
$67.5B
$340,000 0.17% of portfolio
10,863
Q4 2024 Added 1.7%
$0
$333,000 0.17% of portfolio
3,120
Q4 2024 Reduced 10.91%
$0
$332,000 0.17% of portfolio
1,413
Q4 2024 Added 0.07%

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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