The Analysis of AFT, FORSYTH & COMPANY, INC.'s Holdings


Currently, AFT, FORSYTH & COMPANY, INC. holds 128 types of securities in its portfolio with a total value $231.8M. In the most recent quarter, they have increased their positions in MA (+10.5K shares, valued at $6.0M), N/A (+10.6K shares, valued at $3.7M), NOW (+16.4K shares, valued at $2.5M); decreased their positions in NVDA (-4.3K shares, valued at $806.6K), ORCL (-725 shares, valued at $141.3K), SHV (-689 shares, valued at $75.9K); initiated new positions in MA (+10.5K shares, valued at $6.0M), N/A (+10.6K shares, valued at $3.7M), N/A (+2.3K shares, valued at $2.5M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION276.5K shares-1.54%2025-12-312026-02-13history
AAPL APPLE INC39.5K shares-0.01%2025-12-312026-02-13history
MSFT MICROSOFT CORP19.3K shares0.33%2025-12-312026-02-13history
LLY ELI LILLY & CO7.4K shares-0.07%2025-12-312026-02-13history
AMZN AMAZON COM INC30.3K shares0.66%2025-12-312026-02-13history
IGM ISHARES TR53.1K shares-0.04%2025-12-312026-02-13history
MA MASTERCARD INCORPORATED10.5K sharesnew addition2025-12-312026-02-13history
V VISA INC16.7K shares-0.06%2025-12-312026-02-13history
Sponsored
ALPHABET INC ALPHABET INC18.2K shares0.25%2025-12-312026-02-13history
ISRG INTUITIVE SURGICAL INC9.4K shares0.48%2025-12-312026-02-13history
JPM JPMORGAN CHASE & CO.12.4K shares0.20%2025-12-312026-02-13history
BROADCOM INC BROADCOM INC10.6K sharesnew addition2025-12-312026-02-13history
IJR ISHARES TR28.5K shares-0.04%2025-12-312026-02-13history
IWR ISHARES TR35.0K shares0.02%2025-12-312026-02-13history
NOW SERVICENOW INC20.5K shares403.69%2025-12-312026-02-13history
COST COSTCO WHSL CORP NEW3.5K shares1.16%2025-12-312026-02-13history
Sponsored
META META PLATFORMS INC4.6K shares0.55%2025-12-312026-02-13history
CRM SALESFORCE INC10.1K shares-1.27%2025-12-312026-02-13history
PANW PALO ALTO NETWORKS INC14.3K shares1.42%2025-12-312026-02-13history
BLACKROCK INC BLACKROCK INC2.3K sharesnew addition2025-12-312026-02-13history
IWF ISHARES TR4.7K shares-0.82%2025-12-312026-02-13history
TMO THERMO FISHER SCIENTIFIC INC3.8K sharesnew addition2025-12-312026-02-13history
MELI MERCADOLIBRE INC1.1K shares0.00%2025-12-312026-02-13history
IYF ISHARES TR16.5K shares-0.48%2025-12-312026-02-13history
Sponsored
IJK ISHARES TR21.2K shares0.03%2025-12-312026-02-13history
HD HOME DEPOT INC5.9K shares-0.15%2025-12-312026-02-13history
IJH ISHARES TR28.1K shares0.17%2025-12-312026-02-13history
ALPHABET INC ALPHABET INC5.6K shares0.00%2025-12-312026-02-13history
ARISTA NETWORKS INC ARISTA NETWORKS INC13.4K sharesnew addition2025-12-312026-02-13history
HDV ISHARES TR14.0K shares-2.69%2025-12-312026-02-13history
ARM ARM HOLDINGS PLC15.3K shares-0.49%2025-12-312026-02-13history
IJT ISHARES TR11.8K shares0.08%2025-12-312026-02-13history
Sponsored
GS GOLDMAN SACHS GROUP INC1.9K shares4.83%2025-12-312026-02-13history
JNJ JOHNSON & JOHNSON7.8K shares1.30%2025-12-312026-02-13history
LMT LOCKHEED MARTIN CORP3.3K shares4.65%2025-12-312026-02-13history
ADBE ADOBE INC4.4K shares-1.08%2025-12-312026-02-13history
ORCL ORACLE CORP7.9K shares-8.43%2025-12-312026-02-13history
IGV ISHARES TR14.1K shares-0.04%2025-12-312026-02-13history
ABBV ABBVIE INC6.3K shares4.99%2025-12-312026-02-13history
IWO ISHARES TR4.4K shares0.00%2025-12-312026-02-13history
Sponsored
IJJ ISHARES TR10.7K shares-1.31%2025-12-312026-02-13history
CITIGROUP INC CITIGROUP INC11.9K shares3.69%2025-12-312026-02-13history
CRWD CROWDSTRIKE HLDGS INC2.8K shares11.83%2025-12-312026-02-13history
JEPQ J P MORGAN EXCHANGE TRADED F22.6K shares11.21%2025-12-312026-02-13history
AMGN AMGEN INC3.9K shares0.00%2025-12-312026-02-13history
IWP ISHARES TR8.0K shares0.03%2025-12-312026-02-13history
INVESCO QQQ TR INVESCO QQQ TR1.7K shares-1.32%2025-12-312026-02-13history
IWM ISHARES TR4.3K shares0.00%2025-12-312026-02-13history
Sponsored
IYH ISHARES TR15.8K shares-0.12%2025-12-312026-02-13history
SO SOUTHERN CO11.4K shares-4.79%2025-12-312026-02-13history
SPY SPDR S&P 500 ETF TR1.5K shares-1.89%2025-12-312026-02-13history
AXP AMERICAN EXPRESS CO2.6K shares0.00%2025-12-312026-02-13history
CAT CATERPILLAR INC1.8K shares0.00%2025-12-312026-02-13history
CSCO CISCO SYS INC12.3K shares0.00%2025-12-312026-02-13history
JEPI J P MORGAN EXCHANGE TRADED F16.0K shares-1.36%2025-12-312026-02-13history
ASML ASML HOLDING N V838 shares0.00%2025-12-312026-02-13history
Sponsored
ATLASSIAN CORPORATION ATLASSIAN CORPORATION5.2K sharesnew addition2025-12-312026-02-13history
IJS ISHARES TR7.3K shares0.15%2025-12-312026-02-13history
MDB MONGODB INC2.0K shares-1.26%2025-12-312026-02-13history
LAM RESEARCH CORP LAM RESEARCH CORP4.8K sharesnew addition2025-12-312026-02-13history
MERCK & CO INC MERCK & CO INC7.2K shares-4.97%2025-12-312026-02-13history
TXN TEXAS INSTRS INC4.3K shares0.00%2025-12-312026-02-13history
IWD ISHARES TR3.5K shares-5.31%2025-12-312026-02-13history
TSM TAIWAN SEMICONDUCTOR MFG LTD2.3K shares0.00%2025-12-312026-02-13history
Sponsored
IBB ISHARES TR4.1K shares-0.41%2025-12-312026-02-13history
IWN ISHARES TR3.8K shares-0.63%2025-12-312026-02-13history
PEY INVESCO EXCHANGE TRADED FD T33.4K shares-2.37%2025-12-312026-02-13history
SHV ISHARES TR6.1K shares-10.14%2025-12-312026-02-13history
TER TERADYNE INC3.3K shares0.00%2025-12-312026-02-13history
FLTR VANECK ETF TRUST24.7K shares0.24%2025-12-312026-02-13history
SYK STRYKER CORPORATION1.8K shares-5.35%2025-12-312026-02-13history
SBUX STARBUCKS CORP6.9K shares-6.13%2025-12-312026-02-13history
Sponsored
ADP AUTOMATIC DATA PROCESSING IN2.2K shares0.00%2025-12-312026-02-13history
BKNG BOOKING HOLDINGS INC101 shares0.00%2025-12-312026-02-13history
IWL ISHARES TR3.2K shares0.03%2025-12-312026-02-13history
TFI SPDR SERIES TRUST11.8K shares0.00%2025-12-312026-02-13history
VYM VANGUARD WHITEHALL FDS3.7K shares0.16%2025-12-312026-02-13history
ABT ABBOTT LABS4.2K shares0.00%2025-12-312026-02-13history
MMM 3M CO3.2K shares6.60%2025-12-312026-02-13history
PEP PEPSICO INC3.6K shares-7.76%2025-12-312026-02-13history
Sponsored
APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC3.5K shares0.00%2025-12-312026-02-13history
HYMB SPDR SERIES TRUST19.7K shares0.00%2025-12-312026-02-13history
KO COCA COLA CO7.0K shares-0.67%2025-12-312026-02-13history
PG PROCTER AND GAMBLE CO3.4K shares-1.74%2025-12-312026-02-13history
HYG ISHARES TR6.0K sharesnew addition2025-12-312026-02-13history
MS MORGAN STANLEY2.7K shares0.00%2025-12-312026-02-13history
IUSG ISHARES TR2.5K shares0.12%2025-12-312026-02-13history
OEF ISHARES TR1.2K shares0.00%2025-12-312026-02-13history
Sponsored
AFL AFLAC INC3.7K shares0.00%2025-12-312026-02-13history
UNP UNION PAC CORP1.7K shares0.00%2025-12-312026-02-13history
IDXX IDEXX LABS INC552 shares0.00%2025-12-312026-02-13history
EPD ENTERPRISE PRODS PARTNERS L11.6K shares1.68%2025-12-312026-02-13history
RTX RTX CORPORATION2.0K shares0.00%2025-12-312026-02-13history
IWY ISHARES TR1.3K shares0.00%2025-12-312026-02-13history
WDAY WORKDAY INC1.7K shares0.00%2025-12-312026-02-13history
NOBL PROSHARES TR3.4K shares-1.22%2025-12-312026-02-13history
Sponsored
IWB ISHARES TR934 shares0.32%2025-12-312026-02-13history
INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.8K shares0.22%2025-12-312026-02-13history
JPIE J P MORGAN EXCHANGE TRADED F7.5K sharesnew addition2025-12-312026-02-13history
VEA VANGUARD TAX-MANAGED FDS5.2K shares0.00%2025-12-312026-02-13history
RDVI FIRST TR EXCHANGE-TRADED FD12.0K sharesnew addition2025-12-312026-02-13history
ZTS ZOETIS INC2.5K shares-8.06%2025-12-312026-02-13history
DELL DELL TECHNOLOGIES INC2.4K sharesnew addition2025-12-312026-02-13history
VRP INVESCO EXCH TRADED FD TR II12.1K shares-8.84%2025-12-312026-02-13history
Sponsored
IHE ISHARES TR3.4K shares0.44%2025-12-312026-02-13history
TDVI FIRST TR EXCHANGE-TRADED FD10.4K sharesnew addition2025-12-312026-02-13history
HSY HERSHEY CO1.6K shares0.00%2025-12-312026-02-13history
RDVY FIRST TR EXCHANGE TRADED FD4.1K shares0.02%2025-12-312026-02-13history
PM PHILIP MORRIS INTL INC1.7K shares0.00%2025-12-312026-02-13history
KEYS KEYSIGHT TECHNOLOGIES INC1.3K shares0.00%2025-12-312026-02-13history
AGG ISHARES TR2.6K sharesnew addition2025-12-312026-02-13history
AMD ADVANCED MICRO DEVICES INC1.2K sharesnew addition2025-12-312026-02-13history
Sponsored
IWS ISHARES TR1.8K shares-0.39%2025-12-312026-02-13history
HMC HONDA MOTOR LTD1.3K shares0.00%2025-12-312026-02-13history
SNOW SNOWFLAKE INC1.1K sharesnew addition2025-12-312026-02-13history
IVV ISHARES TR361 shares0.56%2025-12-312026-02-13history
ZS ZSCALER INC1.1K shares0.00%2025-12-312026-02-13history
TROW PRICE T ROWE GROUP INC2.4K shares-9.58%2025-12-312026-02-13history
CVX CHEVRON CORP NEW1.6K shares-6.81%2025-12-312026-02-13history
IBM INTERNATIONAL BUSINESS MACHS805 shares0.00%2025-12-312026-02-13history
Sponsored
XOM EXXON MOBIL CORP1.9K shares0.00%2025-12-312026-02-13history
TD TORONTO DOMINION BK ONT2.5K sharesnew addition2025-12-312026-02-13history
IT GARTNER INC900 shares0.00%2025-12-312026-02-13history
TT TRANE TECHNOLOGIES PLC570 shares15.15%2025-12-312026-02-13history
FPEI FIRST TR EXCH TRADED FD III10.9K shares0.14%2025-12-312026-02-13history
VEEV VEEVA SYS INC949 shares-3.56%2025-12-312026-02-13history
DVY ISHARES TR1.4K shares0.49%2025-12-312026-02-13history
SPHD INVESCO EXCH TRADED FD TR II4.2K shares0.36%2025-12-312026-02-13history
Sponsored

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available