Investor Details
| Filer Name: | AFT, FORSYTH & COMPANY, INC. |
|---|---|
| CIK: | 1512073 |
| Period: | 2024-12-31 |
| Filed At: | 2025-01-29 |
| Number of Holdings: | 126 |
| Portfolio Value: | $0.20B |
Aft, Forsyth & Company, Inc. Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| NVDA | US | NVIDIA CORP | 300,272 | $40M | 19.77% | -5.6% | - |
| AAPL | US | APPLE INC | 39,488 | $10M | 4.85% | -2.8% | - |
| MSFT | US | MICROSOFT CORP | 19,291 | $8M | 3.99% | -2.4% | - |
| AMZN | US | AMAZON.COM INC | 30,593 | $7M | 3.29% | -2.0% | - |
| LLY | US | ELI LILLY & CO | 7,550 | $6M | 2.86% | -0.4% | - |
| IGM | US | ISHARES EXPANDED TECH SECTOR | 54,093 | $6M | 2.71% | -3.5% | - |
| MA | US | MASTERCARD INC - A | 10,510 | $6M | 2.71% | -1.3% | - |
| V | US | VISA INC-CLASS A SHARES | 16,614 | $5M | 2.57% | -1.5% | - |
| ISRG | US | INTUITIVE SURGICAL INC | 9,209 | $5M | 2.36% | -1.3% | - |
| NOW | US | SERVICENOW INC | 4,101 | $4M | 2.13% | -7.1% | - |
| GOOGL | US | ALPHABET INC-CL A | 18,400 | $3M | 1.71% | -4.5% | - |
| IJR | US | ISHARES CORE S&P SMALL-CAP E | 29,047 | $3M | 1.64% | -1.8% | - |
| CRM | US | SALESFORCE INC | 9,864 | $3M | 1.62% | 0.6% | - |
| COST | US | COSTCO WHOLESALE CORP | 3,421 | $3M | 1.54% | -0.8% | - |
| IWR | US | ISHARES RUSSELL MID-CAP ETF | 35,200 | $3M | 1.53% | 0.0% | - |
| JPM | US | JPMORGAN CHASE & CO | 11,618 | $3M | 1.37% | -1.6% | - |
| PANW | US | PALO ALTO NETWORKS INC | 14,772 | $3M | 1.32% | 99.9% | - |
| META | US | META PLATFORMS INC-CLASS A | 4,449 | $3M | 1.28% | -1.9% | - |
| AVGO | US | BROADCOM INC | 10,240 | $2M | 1.16% | - | - |
| HD | US | HOME DEPOT INC | 6,014 | $2M | 1.15% | -1.9% | - |