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

Currently, AFT, FORSYTH & COMPANY, INC. holds 123 types of securities in its portfolio with a total value $212.4M. In the most recent quarter, they have increased their positions in HON (+1.3K shares, valued at $287.7K), ITW (+800 shares, valued at $208.2K), V (+575 shares, valued at $173.8K); decreased their positions in NVDA (-927 shares, valued at $161.7K), AAPL (-333 shares, valued at $84.5K), ADBE (-325 shares, valued at $79.0K); initiated new positions in HON (+1.3K shares, valued at $287.7K), ITW (+800 shares, valued at $208.2K).

1M P&L

-155.5K-0.07%

3M P&L

+5.1M+2.29%

HY P&L

+7.1M+3.20%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Semiconductors55.0M

26.1%

2N/A48.9M

23.2%

3Software - Infrastructure15.9M

7.5%

Top Industries by Stock Count

1N/A48 stocks

41.4%

2Software - Application6 stocks

5.2%

3Software - Infrastructure6 stocks

5.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION275.6K shares-0.34%2026-03-312026-05-14

AAPL APPLE INC39.2K shares-0.84%2026-03-312026-05-14

MSFT MICROSOFT CORP19.2K shares-0.52%2026-03-312026-05-14

LLY ELI LILLY & CO7.3K shares-0.27%2026-03-312026-05-14

AMZN AMAZON COM INC30.0K shares-1.08%2026-03-312026-05-14

IGM ISHARES TR52.5K shares-1.06%2026-03-312026-05-14

MA MASTERCARD INCORPORATED10.5K shares-0.24%2026-03-312026-05-14

V VISA INC17.3K shares3.45%2026-03-312026-05-14

Sponsored

ALPHABET INC ALPHABET INC18.0K shares-1.24%2026-03-312026-05-14

ISRG INTUITIVE SURGICAL INC9.4K shares-0.27%2026-03-312026-05-14

JPM JPMORGAN CHASE & CO12.3K shares-0.85%2026-03-312026-05-14

IJR ISHARES TR28.3K shares-0.59%2026-03-312026-05-14

COST COSTCO WHOLESALE CORPORATION3.5K shares0.00%2026-03-312026-05-14

IWR ISHARES TR34.8K shares-0.56%2026-03-312026-05-14

BROADCOM INC BROADCOM INC10.6K shares-0.38%2026-03-312026-05-14

META META PLATFORMS INC4.5K shares-0.44%2026-03-312026-05-14

Sponsored

ARM ARM HOLDINGS PLC15.4K shares0.42%2026-03-312026-05-14

PANW PALO ALTO NETWORKS INC14.3K shares0.00%2026-03-312026-05-14

BLACKROCK INC BLACKROCK INC2.3K shares-1.08%2026-03-312026-05-14

IJK ISHARES TR21.2K shares0.01%2026-03-312026-05-14

NOW SERVICENOW INC20.2K shares-1.39%2026-03-312026-05-14

IWF ISHARES TR4.7K shares0.02%2026-03-312026-05-14

LMT LOCKHEED MARTIN CORP3.3K shares1.53%2026-03-312026-05-14

HD HOME DEPOT INC5.9K shares0.00%2026-03-312026-05-14

Sponsored

IYF ISHARES TR16.3K shares-1.15%2026-03-312026-05-14

JNJ JOHNSON & JOHNSON7.8K shares0.00%2026-03-312026-05-14

HDV ISHARES TR13.8K shares-1.26%2026-03-312026-05-14

CRM SALESFORCE INC10.0K shares-0.64%2026-03-312026-05-14

MELI MERCADOLIBRE INC1.1K shares0.47%2026-03-312026-05-14

IJH ISHARES TR27.4K shares-2.59%2026-03-312026-05-14

IJT ISHARES TR11.8K shares-0.31%2026-03-312026-05-14

GS GOLDMAN SACHS GROUP INC1.9K shares3.49%2026-03-312026-05-14

Sponsored

ARISTA NETWORKS INC ARISTA NETWORKS INC13.3K shares-0.48%2026-03-312026-05-14

ALPHABET INC ALPHABET INC5.6K shares0.00%2026-03-312026-05-14

IWO ISHARES TR4.4K shares-0.59%2026-03-312026-05-14

IJJ ISHARES TR10.4K shares-2.78%2026-03-312026-05-14

ABBV ABBVIE INC6.3K shares0.00%2026-03-312026-05-14

AMGN AMGEN INC3.9K shares-0.64%2026-03-312026-05-14

CITIGROUP INC CITIGROUP INC11.9K shares0.00%2026-03-312026-05-14

JEPQ J P MORGAN EXCHANGE TRADED F24.0K shares6.49%2026-03-312026-05-14

Sponsored

CAT CATERPILLAR INC1.8K shares0.00%2026-03-312026-05-14

ORCL ORACLE CORP7.8K shares-0.95%2026-03-312026-05-14

IGV ISHARES TR14.1K shares0.60%2026-03-312026-05-14

ASML ASML HLDG NV838 shares0.00%2026-03-312026-05-14

SO SOUTHERN CO11.4K shares0.00%2026-03-312026-05-14

CSCO CISCO SYS INC14.1K shares14.58%2026-03-312026-05-14

CRWD CROWDSTRIKE HLDGS INC2.8K shares-1.06%2026-03-312026-05-14

IWM ISHARES TR4.3K shares-0.58%2026-03-312026-05-14

Sponsored

IWP ISHARES TR8.0K shares0.00%2026-03-312026-05-14

ADBE ADOBE INC4.1K shares-7.38%2026-03-312026-05-14

INVESCO QQQ TR INVESCO QQQ TR1.7K shares-1.05%2026-03-312026-05-14

JEPI J P MORGAN EXCHANGE TRADED F17.3K shares8.32%2026-03-312026-05-14

TER TERADYNE INC3.3K shares-0.03%2026-03-312026-05-14

LAM RESEARCH CORP LAM RESEARCH CORP4.6K shares-4.68%2026-03-312026-05-14

IYH ISHARES TR15.4K shares-2.47%2026-03-312026-05-14

SPY STATE STR SPDR S&P 500 ETF T1.4K shares-0.82%2026-03-312026-05-14

Sponsored

IJS ISHARES TR7.3K shares0.05%2026-03-312026-05-14

MERCK & CO INC MERCK & CO INC7.2K shares0.00%2026-03-312026-05-14

TXN TEXAS INSTRS INC4.3K shares0.00%2026-03-312026-05-14

AXP AMERICAN EXPRESS CO2.6K shares0.00%2026-03-312026-05-14

TSM TAIWAN SEMICONDUCTOR MANUFAC2.3K shares0.00%2026-03-312026-05-14

IWN ISHARES TR3.8K shares-0.03%2026-03-312026-05-14

PEY INVESCO EXCHANGE TRADED FD T33.3K shares-0.26%2026-03-312026-05-14

IBB ISHARES TR4.1K shares0.02%2026-03-312026-05-14

Sponsored

IWD ISHARES TR3.1K shares-10.44%2026-03-312026-05-14

FLTR VANECK ETF TRUST24.7K shares0.10%2026-03-312026-05-14

SBUX STARBUCKS CORP6.9K shares0.00%2026-03-312026-05-14

SHV ISHARES TR5.4K shares-11.33%2026-03-312026-05-14

SYK STRYKER CORPORATION1.8K shares0.00%2026-03-312026-05-14

PEP PEPSICO INC3.6K shares0.00%2026-03-312026-05-14

VYM VANGUARD WHITEHALL FDS3.7K shares0.13%2026-03-312026-05-14

TFI SPDR SERIES TRUST11.8K shares0.00%2026-03-312026-05-14

Sponsored

KO COCA COLA CO7.0K shares0.00%2026-03-312026-05-14

IWL ISHARES TR3.2K shares0.00%2026-03-312026-05-14

DELL DELL TECHNOLOGIES INC3.0K shares26.81%2026-03-312026-05-14

HYMB SPDR SERIES TRUST19.7K shares0.00%2026-03-312026-05-14

MDB MONGODB INC2.0K shares0.00%2026-03-312026-05-14

HYG ISHARES TR6.0K shares-0.03%2026-03-312026-05-14

MMM 3M CO3.2K shares0.00%2026-03-312026-05-14

PG PROCTER & GAMBLE CO3.2K shares-4.00%2026-03-312026-05-14

Sponsored

MS MORGAN STANLEY2.8K shares3.72%2026-03-312026-05-14

EPD ENTERPRISE PRODS PARTNERS L11.8K shares1.50%2026-03-312026-05-14

ABT ABBOTT LABORATORIES4.2K shares0.00%2026-03-312026-05-14

BKNG BOOKING HOLDINGS INC101 shares0.00%2026-03-312026-05-14

ADP AUTOMATIC DATA PROCESSING IN2.1K shares-3.24%2026-03-312026-05-14

UNP UNION PAC CORP1.7K shares0.00%2026-03-312026-05-14

AFL AFLAC INC3.7K shares0.00%2026-03-312026-05-14

RTX RTX CORPORATION2.0K shares0.00%2026-03-312026-05-14

Sponsored

OEF ISHARES TR1.2K shares0.00%2026-03-312026-05-14

IUSG ISHARES TR2.4K shares-3.56%2026-03-312026-05-14

KEYS KEYSIGHT TECHNOLOGIES INC1.3K shares0.00%2026-03-312026-05-14

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.8K shares0.28%2026-03-312026-05-14

JPIE J P MORGAN EXCHANGE TRADED F7.5K shares0.00%2026-03-312026-05-14

ATLASSIAN CORPORATION ATLASSIAN CORPORATION5.0K shares-3.87%2026-03-312026-05-14

NOBL PROSHARES TR3.2K shares-6.76%2026-03-312026-05-14

RDVI FIRST TR EXCHANGE-TRADED FD13.1K shares9.30%2026-03-312026-05-14

Sponsored

VEA VANGUARD TAX-MANAGED FDS5.2K shares0.00%2026-03-312026-05-14

IWB ISHARES TR920 shares-1.50%2026-03-312026-05-14

HSY HERSHEY CO1.6K shares0.00%2026-03-312026-05-14

IWY ISHARES TR1.3K shares-3.05%2026-03-312026-05-14

IDXX IDEXX LABS INC552 shares0.00%2026-03-312026-05-14

TDVI FIRST TR EXCHANGE-TRADED FD11.6K shares11.23%2026-03-312026-05-14

XOM EXXON MOBIL CORP1.8K shares-6.46%2026-03-312026-05-14

IHE ISHARES TR3.4K shares0.20%2026-03-312026-05-14

Sponsored

ZTS ZOETIS INC2.5K shares0.00%2026-03-312026-05-14

HON HONEYWELL INTL INC1.3K sharesnew addition2026-03-312026-05-14

PM PHILIP MORRIS INTL INC1.7K shares0.00%2026-03-312026-05-14

RDVY FIRST TR EXCHANGE TRADED FD4.1K shares0.00%2026-03-312026-05-14

CVX CHEVRON CORPORATION1.3K shares-15.89%2026-03-312026-05-14

IWS ISHARES TR1.8K shares0.06%2026-03-312026-05-14

AGG ISHARES TR2.6K shares0.04%2026-03-312026-05-14

IBM INTERNATIONAL BUSINESS MACHS1.1K shares31.06%2026-03-312026-05-14

Sponsored

VRP INVESCO EXCH TRADED FD TR II10.3K shares-14.45%2026-03-312026-05-14

AMD ADVANCED MICRO DEVICES INC1.2K shares0.00%2026-03-312026-05-14

TT TRANE TECHNOLOGIES PLC570 shares0.00%2026-03-312026-05-14

IVV ISHARES TR361 shares0.00%2026-03-312026-05-14

TD TORONTO DOMINION BK ONT2.5K shares0.00%2026-03-312026-05-14

VEEV VEEVA SYS INC910 shares-4.11%2026-03-312026-05-14

DVY ISHARES TR1.5K shares0.28%2026-03-312026-05-14

WDAY WORKDAY INC1.7K shares0.00%2026-03-312026-05-14

Sponsored

TROW PRICE T ROWE GROUP INC2.4K shares0.00%2026-03-312026-05-14

ITW ILLINOIS TOOL WKS INC800 sharesnew addition2026-03-312026-05-14

SPHD INVESCO EXCH TRADED FD TR II4.2K shares-0.72%2026-03-312026-05-14

NVDA

NVIDIA CORPORATION

-0.34%

Shares275.6K

Event2026-03-31

Filed2026-05-14

AAPL

APPLE INC

-0.84%

Shares39.2K

Event2026-03-31

Filed2026-05-14

MSFT

MICROSOFT CORP

-0.52%

Shares19.2K

Event2026-03-31

Filed2026-05-14

LLY

ELI LILLY & CO

-0.27%

Shares7.3K

Event2026-03-31

Filed2026-05-14

AMZN

AMAZON COM INC

-1.08%

Shares30.0K

Event2026-03-31

Filed2026-05-14

IGM

ISHARES TR

-1.06%

Shares52.5K

Event2026-03-31

Filed2026-05-14

MASTERCARD INCORPORATED

-0.24%

Shares10.5K

Event2026-03-31

Filed2026-05-14

VISA INC

3.45%

Shares17.3K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

-1.24%

Shares18.0K

Event2026-03-31

Filed2026-05-14

ISRG

INTUITIVE SURGICAL INC

-0.27%

Shares9.4K

Event2026-03-31

Filed2026-05-14

JPM

JPMORGAN CHASE & CO

-0.85%

Shares12.3K

Event2026-03-31

Filed2026-05-14

IJR

ISHARES TR

-0.59%

Shares28.3K

Event2026-03-31

Filed2026-05-14

COST

COSTCO WHOLESALE CORPORATION

0.00%

Shares3.5K

Event2026-03-31

Filed2026-05-14

IWR

ISHARES TR

-0.56%

Shares34.8K

Event2026-03-31

Filed2026-05-14

BROADCOM INC

-0.38%

Shares10.6K

Event2026-03-31

Filed2026-05-14