Aft, Forsyth & Company
JUPITER, FLfiles as AFT, FORSYTH & COMPANY, INC.
$208m in 108 US stocks at the end of 30 June 2026. The top 10 are 54.0% of the money. It changed about 11.7% of the portfolio this quarter.
Value
$208m
Stocks
108
Top 10 share
54.0%
Turnover
11.7%
What changed this quarter
New
Bought for the first time this quarter.
- Vertiv HoldingsVRT0.2% of the fund
- SnowflakeSNOW0.1% of the fund
- Sherwin-WilliamsSHW0.1% of the fund
Added
Bought more of a stock they already held.
- J P Morgan Exchange Traded FJEPQ0.8% of the fund+10%
- J P Morgan Exchange Traded FJEPI0.5% of the fund+17%
- Morgan StanleyMS0.3% of the fund+6%
- First TR Exchange-Traded FDRDVI0.2% of the fund+3%
- First TR Exchange-Traded FDTDVI0.2% of the fund+4%
Cut
Sold some of their stake.
- NvidiaNVDA24.6% of the fund-7%
- AppleAAPL5.1% of the fund-7%
- Eli LillyLLY3.8% of the fund-11%
- Amazon.comAMZN3.2% of the fund-8%
- MicrosoftMSFT3.1% of the fund-9%
- AlphabetGOOGL2.9% of the fund-6%
- VisaV2.7% of the fund-6%
- ARM HoldingsARM2.4% of the fund-8%
- Palo Alto NetworksPANW2.2% of the fund-6%
- Ishares TRIJR1.9% of the fund-4%
- Ishares TRIWR1.8% of the fund-5%
- JPMorgan ChaseJPM1.7% of the fund-11%
- Intuitive SurgicalISRG1.7% of the fund-6%
- Costco WholesaleCOST1.5% of the fund-6%
- Ishares TRIJH1.0% of the fund-3%
- Ishares TRIWF1.0% of the fund-16%
- Ishares TRIYF0.9% of the fund-6%
- ServiceNowNOW0.9% of the fund-3%
- Home DepotHD0.9% of the fund-10%
- MercadoLibreMELI0.9% of the fund-3%
- Johnson & JohnsonJNJ0.8% of the fund-12%
- CrowdStrike HoldingsCRWD0.8% of the fund-19%
- Goldman Sachs GroupGS0.8% of the fund-13%
- Ishares TRHDV0.8% of the fund-11%
- Ishares TRIJK0.8% of the fund-35%
Sold out
Sold their entire stake.
- MastercardMA-100%
- BroadcomAVGO-100%
- BlackRockBLK-100%
- Arista NetworksANET-100%
- CaterpillarCAT-100%
- Invesco QQQ TRQQQ-100%
- Lam ResearchLRCX-100%
- Dell TechnologiesDELL-100%
- RTXRTX-100%
- AtlassianTEAM-100%
- ExxonMobil HoldingsXOM-100%
- ZoetisZTS-100%
- Honeywell InternationalHON-100%
- Philip Morris InternationalPM-100%
- Trane TechnologiesTT-100%
- Veeva SystemsVEEV-100%
- Ishares TRDVY-100%
- WorkdayWDAY-100%
Holdings
- Ishares TRIGM
- Share
- 4.1%
- Value
- $8m
- Shares
- 51,531
Held
- ARM HoldingsARM
- Share
- 2.4%
- Value
- $5m
- Shares
- 14,108
-8%
- Ishares TRIJR
- Share
- 1.9%
- Value
- $4m
- Shares
- 27,085
-4%
- Ishares TRIWR
- Share
- 1.8%
- Value
- $4m
- Shares
- 33,074
-5%
- Ishares TRIJH
- Share
- 1.0%
- Value
- $2m
- Shares
- 26,554
-3%
- Ishares TRIWF
- Share
- 1.0%
- Value
- $2m
- Shares
- 16,021
-16%
- Ishares TRIYF
- Share
- 0.9%
- Value
- $2m
- Shares
- 15,389
-6%
- Ishares TRHDV
- Share
- 0.8%
- Value
- $2m
- Shares
- 61,677
-11%
- J P Morgan Exchange Traded FJEPQ
- Share
- 0.8%
- Value
- $2m
- Shares
- 26,463
+10%
- Ishares TRIJK
- Share
- 0.8%
- Value
- $2m
- Shares
- 13,823
-35%
- Ishares TRIJT
- Share
- 0.7%
- Value
- $2m
- Shares
- 8,679
-26%
- Ishares TRIWM
- Share
- 0.6%
- Value
- $1m
- Shares
- 4,259
Held
- Ishares TRIWO
- Share
- 0.6%
- Value
- $1m
- Shares
- 3,153
-28%
- Ishares TRIGV
- Share
- 0.6%
- Value
- $1m
- Shares
- 13,090
-7%
- J P Morgan Exchange Traded FJEPI
- Share
- 0.5%
- Value
- $1m
- Shares
- 20,190
+17%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.5%
- Value
- $1m
- Shares
- 1,458
Held
- Ishares TRIYH
- Share
- 0.5%
- Value
- $1m
- Shares
- 15,024
-3%
- Ishares TRIJJ
- Share
- 0.5%
- Value
- $960,302
- Shares
- 6,500
-37%
- Ishares TRIWP
- Share
- 0.4%
- Value
- $797,673
- Shares
- 5,448
-32%
- Ishares TRIBB
- Share
- 0.4%
- Value
- $764,153
- Shares
- 4,017
-3%
- Invesco Exchange Traded FD TPEY
- Share
- 0.3%
- Value
- $641,141
- Shares
- 27,659
-17%
- Ishares TRIJS
- Share
- 0.3%
- Value
- $636,198
- Shares
- 4,654
-36%
- Vaneck ETF TrustFLTR
- Share
- 0.3%
- Value
- $634,067
- Shares
- 24,758
Held
- Ishares TRIWD
- Share
- 0.3%
- Value
- $601,670
- Shares
- 2,481
-20%
- Ishares TRIWL
- Share
- 0.3%
- Value
- $584,551
- Shares
- 3,160
Held
- Ishares TRSHV
- Share
- 0.3%
- Value
- $578,921
- Shares
- 5,246
-3%
- Spdr Series TrustTFI
- Share
- 0.3%
- Value
- $538,150
- Shares
- 11,750
Held
- Ishares TRIWN
- Share
- 0.2%
- Value
- $506,748
- Shares
- 290
-92%
- Spdr Series TrustHYMB
- Share
- 0.2%
- Value
- $475,728
- Shares
- 18,700
-5%
- Ishares TRHYG
- Share
- 0.2%
- Value
- $464,824
- Shares
- 5,812
-3%
- Ishares TRIUSG
- Share
- 0.2%
- Value
- $453,719
- Shares
- 2,412
Held
- Vanguard Whitehall FDSVYM
- Share
- 0.2%
- Value
- $443,567
- Shares
- 2,806
-25%
- Ishares TROEF
- Share
- 0.2%
- Value
- $429,897
- Shares
- 1,175
-3%
- First TR Exchange-Traded FDRDVI
- Share
- 0.2%
- Value
- $398,198
- Shares
- 13,544
+3%
- Invesco Exchange Traded FD TRSP
- Share
- 0.2%
- Value
- $387,976
- Shares
- 1,823
Held
- First TR Exchange-Traded FDTDVI
- Share
- 0.2%
- Value
- $381,443
- Shares
- 12,010
+4%
- Ishares TRIWB
- Share
- 0.2%
- Value
- $377,811
- Shares
- 922
Held
- Vanguard Tax-Managed FDSVEA
- Share
- 0.2%
- Value
- $370,500
- Shares
- 5,200
Held
- Ishares TRIWY
- Share
- 0.2%
- Value
- $369,784
- Shares
- 1,272
Held
- Proshares TRNOBL
- Share
- 0.2%
- Value
- $356,984
- Shares
- 6,356
Held
- Ishares TRIHE
- Share
- 0.2%
- Value
- $342,042
- Shares
- 3,454
Held
- First TR Exchange Traded FDRDVY
- Share
- 0.2%
- Value
- $333,432
- Shares
- 4,113
Held
- Toronto Dominion BankTD
- Share
- 0.1%
- Value
- $297,504
- Shares
- 2,450
Held
- J P Morgan Exchange Traded FJPIE
- Share
- 0.1%
- Value
- $290,115
- Shares
- 6,300
-16%
- Ishares TRIVV
- Share
- 0.1%
- Value
- $271,691
- Shares
- 362
Held
- Ishares TRAGG
- Share
- 0.1%
- Value
- $255,888
- Shares
- 2,585
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| NvidiaNVDA | 24.6% | $51m | 255,641 | -7% |
| AppleAAPL | 5.1% | $11m | 36,428 | -7% |
| Ishares TRIGM | 4.1% | $8m | 51,531 | Held |
| Eli LillyLLY | 3.8% | $8m | 6,535 | -11% |
| Amazon.comAMZN | 3.2% | $7m | 27,535 | -8% |
| MicrosoftMSFT | 3.1% | $6m | 17,414 | -9% |
| AlphabetGOOGL | 2.9% | $6m | 16,950 | -6% |
| VisaV | 2.7% | $6m | 16,290 | -6% |
| ARM HoldingsARM | 2.4% | $5m | 14,108 | -8% |
| Palo Alto NetworksPANW | 2.2% | $5m | 13,497 | -6% |
| Ishares TRIJR | 1.9% | $4m | 27,085 | -4% |
| Ishares TRIWR | 1.8% | $4m | 33,074 | -5% |
| JPMorgan ChaseJPM | 1.7% | $4m | 10,868 | -11% |
| Intuitive SurgicalISRG | 1.7% | $4m | 8,850 | -6% |
| Costco WholesaleCOST | 1.5% | $3m | 3,288 | -6% |
| Meta PlatformsMETA | 1.2% | $3m | 4,539 | Held |
| Ishares TRIJH | 1.0% | $2m | 26,554 | -3% |
| Ishares TRIWF | 1.0% | $2m | 16,021 | -16% |
| AlphabetGOOG | 1.0% | $2m | 5,617 | Held |
| Ishares TRIYF | 0.9% | $2m | 15,389 | -6% |
| ServiceNowNOW | 0.9% | $2m | 19,585 | -3% |
| Home DepotHD | 0.9% | $2m | 5,377 | -10% |
| MercadoLibreMELI | 0.9% | $2m | 1,043 | -3% |
| Johnson & JohnsonJNJ | 0.8% | $2m | 6,874 | -12% |
| CrowdStrike HoldingsCRWD | 0.8% | $2m | 2,286 | -19% |
| Goldman Sachs GroupGS | 0.8% | $2m | 1,680 | -13% |
| Ishares TRHDV | 0.8% | $2m | 61,677 | -11% |
| ASML Holding NVASML | 0.8% | $2m | 838 | Held |
| J P Morgan Exchange Traded FJEPQ | 0.8% | $2m | 26,463 | +10% |
| Ishares TRIJK | 0.8% | $2m | 13,823 | -35% |
| TeradyneTER | 0.8% | $2m | 3,301 | Held |
| Ishares TRIJT | 0.7% | $2m | 8,679 | -26% |
| AbbVieABBV | 0.7% | $2m | 6,023 | -5% |
| Lockheed MartinLMT | 0.7% | $1m | 2,913 | -12% |
| SalesforceCRM | 0.7% | $1m | 9,274 | -8% |
| CitigroupC | 0.7% | $1m | 9,948 | -17% |
| Cisco SystemsCSCO | 0.7% | $1m | 11,802 | -17% |
| Ishares TRIWM | 0.6% | $1m | 4,259 | Held |
| Ishares TRIWO | 0.6% | $1m | 3,153 | -28% |
| AmgenAMGN | 0.6% | $1m | 3,300 | -15% |
| Ishares TRIGV | 0.6% | $1m | 13,090 | -7% |
| J P Morgan Exchange Traded FJEPI | 0.5% | $1m | 20,190 | +17% |
| Taiwan Semiconductor ManufacturingTSM | 0.5% | $1m | 2,340 | Held |
| Southern CompanySO | 0.5% | $1m | 11,423 | Held |
| State STR Spdr S&P 500 ETF TSPY | 0.5% | $1m | 1,458 | Held |
| Texas InstrumentsTXN | 0.5% | $1m | 3,399 | -20% |
| Ishares TRIYH | 0.5% | $1m | 15,024 | -3% |
| OracleORCL | 0.5% | $995,807 | 6,795 | -13% |
| Ishares TRIJJ | 0.5% | $960,302 | 6,500 | -37% |
| American ExpressAXP | 0.4% | $884,862 | 2,616 | Held |
| MerckMRK | 0.4% | $821,629 | 6,394 | -11% |
| Ishares TRIWP | 0.4% | $797,673 | 5,448 | -32% |
| Ishares TRIBB | 0.4% | $764,153 | 4,017 | -3% |
| AdobeADBE | 0.3% | $690,507 | 3,368 | -17% |
| Advanced Micro DevicesAMD | 0.3% | $686,635 | 1,182 | Held |
| StarbucksSBUX | 0.3% | $664,746 | 6,505 | -6% |
| Invesco Exchange Traded FD TPEY | 0.3% | $641,141 | 27,659 | -17% |
| Ishares TRIJS | 0.3% | $636,198 | 4,654 | -36% |
| Vaneck ETF TrustFLTR | 0.3% | $634,067 | 24,758 | Held |
| MongoDBMDB | 0.3% | $633,171 | 1,885 | -4% |
| Morgan StanleyMS | 0.3% | $616,668 | 2,950 | +6% |
| Ishares TRIWD | 0.3% | $601,670 | 2,481 | -20% |
| Ishares TRIWL | 0.3% | $584,551 | 3,160 | Held |
| Ishares TRSHV | 0.3% | $578,921 | 5,246 | -3% |
| StrykerSYK | 0.3% | $557,267 | 1,770 | Held |
| Spdr Series TrustTFI | 0.3% | $538,150 | 11,750 | Held |
| Ishares TRIWN | 0.2% | $506,748 | 290 | -92% |
| Coca-ColaKO | 0.2% | $481,362 | 5,923 | -15% |
| Vertiv HoldingsVRT | 0.2% | $478,793 | 1,430 | New |
| Spdr Series TrustHYMB | 0.2% | $475,728 | 18,700 | -5% |
| Ishares TRHYG | 0.2% | $464,824 | 5,812 | -3% |
| Ishares TRIUSG | 0.2% | $453,719 | 2,412 | Held |
| 3MMMM | 0.2% | $449,948 | 2,779 | -14% |
| Keysight TechnologiesKEYS | 0.2% | $446,339 | 1,275 | Held |
| Vanguard Whitehall FDSVYM | 0.2% | $443,567 | 2,806 | -25% |
| AflacAFL | 0.2% | $430,894 | 3,675 | Held |
| Ishares TROEF | 0.2% | $429,897 | 1,175 | -3% |
| Enterprise Products Partners L.P.EPD | 0.2% | $424,406 | 11,545 | Held |
| Union PacificUNP | 0.2% | $409,088 | 1,504 | -13% |
| First TR Exchange-Traded FDRDVI | 0.2% | $398,198 | 13,544 | +3% |
| Automatic Data ProcessingADP | 0.2% | $394,152 | 1,760 | -16% |
| PepsiCoPEP | 0.2% | $391,171 | 2,889 | -19% |
| Invesco Exchange Traded FD TRSP | 0.2% | $387,976 | 1,823 | Held |
| Booking HoldingsBKNG | 0.2% | $383,216 | 2,150 | -15% |
| First TR Exchange-Traded FDTDVI | 0.2% | $381,443 | 12,010 | +4% |
| Ishares TRIWB | 0.2% | $377,811 | 922 | Held |
| Procter & GamblePG | 0.2% | $375,985 | 2,564 | -21% |
| Vanguard Tax-Managed FDSVEA | 0.2% | $370,500 | 5,200 | Held |
| Ishares TRIWY | 0.2% | $369,784 | 1,272 | Held |
| Proshares TRNOBL | 0.2% | $356,984 | 6,356 | Held |
| Ishares TRIHE | 0.2% | $342,042 | 3,454 | Held |
| Abbott LaboratoriesABT | 0.2% | $340,184 | 3,749 | -10% |
| First TR Exchange Traded FDRDVY | 0.2% | $333,432 | 4,113 | Held |
| Toronto Dominion BankTD | 0.1% | $297,504 | 2,450 | Held |
| Idexx LaboratoriesIDXX | 0.1% | $290,595 | 552 | Held |
| J P Morgan Exchange Traded FJPIE | 0.1% | $290,115 | 6,300 | -16% |
| Ishares TRIVV | 0.1% | $271,691 | 362 | Held |
| HersheyHSY | 0.1% | $265,807 | 1,515 | -4% |
| International Business MachinesIBM | 0.1% | $261,525 | 930 | -12% |
| Ishares TRAGG | 0.1% | $255,888 | 2,585 | Held |
Showing the largest 100 of 108.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 6.5% since 30 June 2025.
Where the money is
Technology45.1%
Health care8.6%
Financial services7.1%
Media & telecom5.1%
Retail & consumer4.6%
Industrials2.5%
Everyday goods2.2%
Utilities0.7%
Energy0.1%
Materials0.1%
Other24.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.