AFT, FORSYTH & COMPANY, INC.

CIK 0001512073 • 6 13F filings • May 12, 2025 – Aug 14, 2026

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Filer information

Filed by: AFT, FORSYTH & COMPANY, INC., President
Address: 777 S FLAGLER DR., SUITE 805E, WEST PALM BEACH, FL, 33401
Phone: 561-296-6680
AUM: $231.8M

AUM over time

$207.9M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $231.8M127 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$517K	0.2%Prev: 0.2%	3,231 SH	Increased+200 SH
ABBOTT LABS	COM	$524K	0.2%Prev: 0.3%	4,184 SH	Decreased
ABBVIE INC	COM	$1.4M	0.6%Prev: 0.7%	6,313 SH	Increased+300 SH
ADOBE INC	COM	$1.5M	0.7%Prev: 0.8%	4,403 SH	Decreased-48 SH
ADVANCED MICRO DEVICES INC	COM	$253K	0.1%	1,182 SH	New
AFLAC INC	COM	$405K	0.2%Prev: 0.2%	3,675 SH	Decreased
ALPHABET INC	CAP STK CL A	$5.7M	2.5%Prev: 2.1%	18,215 SH	Increased+45 SH
ALPHABET INC	CAP STK CL C	$1.8M	0.8%Prev: 0.7%	5,617 SH	Increased
AMAZON COM INC	COM	$7.0M	3.0%Prev: 3.2%	30,338 SH	Increased+200 SH
AMERICAN EXPRESS CO	COM	$968K	0.4%Prev: 0.4%	2,616 SH	Increased
AMGEN INC	COM	$1.3M	0.5%Prev: 0.5%	3,890 SH	Increased
APOLLO GLOBAL MGMT INC	COM	$507K	0.2%Prev: 0.2%	3,500 SH	Increased
APPLE INC	COM	$10.7M	4.6%Prev: 4.8%	39,540 SH	Increased-5 SH
ARISTA NETWORKS INC	COM SHS	$1.8M	0.8%	13,361 SH	New
ARM HOLDINGS PLC	SPONSORED ADS	$1.7M	0.7%Prev: 1.0%	15,348 SH	Decreased-75 SH
ASML HOLDING N V	N Y REGISTRY SHS	$897K	0.4%Prev: 0.4%	838 SH	Increased
ATLASSIAN CORPORATION	CL A	$837K	0.4%	5,165 SH	New
AUTOMATIC DATA PROCESSING IN	COM	$556K	0.2%Prev: 0.3%	2,160 SH	Decreased
BLACKROCK INC	COM	$2.5M	1.1%	2,305 SH	New
BOOKING HOLDINGS INC	COM	$541K	0.2%Prev: 0.3%	101 SH	Decreased
BROADCOM INC	COM	$3.7M	1.6%	10,610 SH	New
CATERPILLAR INC	COM	$951K	0.4%Prev: 0.4%	1,815 SH	Increased
CHEVRON CORP NEW	COM	$240K	0.1%Prev: 0.1%	1,573 SH	Decreased-115 SH
CISCO SYS INC	COM	$951K	0.4%Prev: 0.4%	12,342 SH	Increased
CITIGROUP INC	COM NEW	$1.4M	0.6%Prev: 0.6%	11,948 SH	Increased+425 SH
COCA COLA CO	COM	$488K	0.2%Prev: 0.2%	6,978 SH	Increased-47 SH
COSTCO WHSL CORP NEW	COM	$3.0M	1.3%Prev: 1.5%	3,503 SH	Decreased+40 SH
CROWDSTRIKE HLDGS INC	CL A	$1.3M	0.6%Prev: 0.6%	2,836 SH	Increased+300 SH
DELL TECHNOLOGIES INC	CL C	$296K	0.1%	2,350 SH	New
ELI LILLY & CO	COM	$7.9M	3.4%Prev: 2.7%	7,360 SH	Increased-5 SH
ENTERPRISE PRODS PARTNERS L	COM	$372K	0.2%Prev: 0.2%	11,604 SH	Increased+192 SH
EXXON MOBIL CORP	COM	$233K	0.1%Prev: 0.1%	1,935 SH	Increased
FIRST TR EXCH TRADED FD III	INSTL PFD SECS	$212K	0.1%Prev: 0.1%	10,941 SH	Increased+15 SH
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$286K	0.1%Prev: 0.1%	4,112 SH	Increased+1 SH
FIRST TR EXCHANGE-TRADED FD	FT VEST RIS	$315K	0.1%	12,010 SH	New
FIRST TR EXCHANGE-TRADED FD	FT VEST TEC	$289K	0.1%	10,414 SH	New
GARTNER INC	COM	$227K	0.1%Prev: 0.1%	900 SH	Decreased
GOLDMAN SACHS GROUP INC	COM	$1.6M	0.7%Prev: 0.7%	1,865 SH	Increased+86 SH
HERSHEY CO	COM	$287K	0.1%Prev: 0.1%	1,572 SH	Decreased
HOME DEPOT INC	COM	$2.0M	0.9%Prev: 1.2%	5,942 SH	Decreased-9 SH
HONDA MOTOR LTD	ADR ECH CNV IN 3	$248K	0.1%Prev: 0.1%	1,273 SH	Decreased
IDEXX LABS INC	COM	$373K	0.2%Prev: 0.2%	552 SH	Increased
INTERNATIONAL BUSINESS MACHS	COM	$238K	0.1%Prev: 0.1%	805 SH	Increased
INTUITIVE SURGICAL INC	COM NEW	$5.3M	2.3%Prev: 2.0%	9,424 SH	Increased+45 SH
INVESCO EXCH TRADED FD TR II	S&P500 HDL VOL	$201K	0.1%Prev: 0.1%	4,194 SH	Decreased+15 SH
INVESCO EXCH TRADED FD TR II	VAR RATE PFD	$294K	0.1%Prev: 0.2%	12,074 SH	Decreased-1,171 SH
INVESCO EXCHANGE TRADED FD T	HIG YLD EQ DIV	$681K	0.3%Prev: 0.3%	33,414 SH	Decreased-811 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$348K	0.1%Prev: 0.2%	1,814 SH	Increased+4 SH
INVESCO QQQ TR	UNIT SER 1	$1.1M	0.5%Prev: 0.5%	1,719 SH	Increased-23 SH
ISHARES TR	CORE HIGH DV ETF	$1.7M	0.7%Prev: 0.8%	13,989 SH	Decreased-387 SH
ISHARES TR	CORE S&P MCP ETF	$1.9M	0.8%Prev: 0.9%	28,129 SH	Increased+49 SH
ISHARES TR	CORE S&P SCP ETF	$3.4M	1.5%Prev: 1.6%	28,478 SH	Increased-12 SH
ISHARES TR	CORE S&P US GWT	$420K	0.2%Prev: 0.2%	2,498 SH	Increased+3 SH
ISHARES TR	CORE S&P500 ETF	$247K	0.1%Prev: 0.1%	361 SH	Increased+2 SH
ISHARES TR	CORE US AGGBD ET	$258K	0.1%	2,580 SH	New
ISHARES TR	EXPANDED TECH	$1.5M	0.6%Prev: 0.8%	14,064 SH	Decreased-5 SH
ISHARES TR	EXPND TEC SC ETF	$6.9M	3.0%Prev: 3.2%	53,071 SH	Increased-23 SH
ISHARES TR	IBOXX HI YD ETF	$482K	0.2%	5,977 SH	New
ISHARES TR	ISHARES BIOTECH	$700K	0.3%Prev: 0.3%	4,146 SH	Increased-17 SH
ISHARES TR	RUS 1000 ETF	$349K	0.2%Prev: 0.2%	934 SH	Increased+3 SH
ISHARES TR	RUS 1000 GRW ETF	$2.2M	1.0%Prev: 1.1%	4,742 SH	Increased-39 SH
ISHARES TR	RUS 1000 VAL ETF	$727K	0.3%Prev: 0.4%	3,457 SH	Decreased-194 SH
ISHARES TR	RUS 2000 GRW ETF	$1.4M	0.6%Prev: 0.7%	4,408 SH	Increased
ISHARES TR	RUS 2000 VAL ETF	$686K	0.3%Prev: 0.3%	3,786 SH	Increased-24 SH
ISHARES TR	RUS MD CP GR ETF	$1.1M	0.5%Prev: 0.5%	7,997 SH	Decreased+2 SH
ISHARES TR	RUS MDCP VAL ETF	$252K	0.1%Prev: 0.1%	1,788 SH	Increased-7 SH
ISHARES TR	RUS MID CAP ETF	$3.4M	1.5%Prev: 1.6%	35,015 SH	Decreased+8 SH
ISHARES TR	RUS TOP 200 ETF	$539K	0.2%Prev: 0.3%	3,159 SH	Increased+1 SH
ISHARES TR	RUS TP200 GR ETF	$363K	0.2%Prev: 0.2%	1,311 SH	Increased
ISHARES TR	RUSSELL 2000 ETF	$1.1M	0.5%Prev: 0.5%	4,284 SH	Increased
ISHARES TR	S&P 100 ETF	$415K	0.2%Prev: 0.2%	1,210 SH	Increased
ISHARES TR	S&P MC 400GR ETF	$2.1M	0.9%Prev: 1.0%	21,177 SH	Increased+7 SH
ISHARES TR	S&P MC 400VL ETF	$1.4M	0.6%Prev: 0.7%	10,672 SH	Increased-142 SH
ISHARES TR	S&P SML 600 GWT	$1.7M	0.7%Prev: 0.8%	11,824 SH	Decreased+9 SH
ISHARES TR	SELECT DIVID ETF	$204K	0.1%Prev: 0.1%	1,448 SH	Decreased+7 SH
ISHARES TR	SP SMCP600VL ETF	$832K	0.4%Prev: 0.4%	7,320 SH	Increased+11 SH
ISHARES TR	TRUST ISHARE 0-1	$673K	0.3%	6,106 SH	New
ISHARES TR	U.S. FINLS ETF	$2.1M	0.9%Prev: 1.0%	16,528 SH	Increased-80 SH
ISHARES TR	U.S. PHARMA ETF	$292K	0.1%Prev: 0.1%	3,440 SH	Increased+15 SH
ISHARES TR	US HLTHCARE ETF	$1.0M	0.4%Prev: 0.4%	15,814 SH	Increased-19 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$914K	0.4%Prev: 0.4%	15,976 SH	Decreased-220 SH
J P MORGAN EXCHANGE TRADED F	INCOME ETF	$347K	0.1%	7,500 SH	New
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$1.3M	0.6%Prev: 0.6%	22,569 SH	Increased+2,275 SH
JOHNSON & JOHNSON	COM	$1.6M	0.7%Prev: 0.7%	7,799 SH	Increased+100 SH
JPMORGAN CHASE & CO.	COM	$4.0M	1.7%Prev: 1.9%	12,363 SH	Increased+25 SH
KEYSIGHT TECHNOLOGIES INC	COM	$259K	0.1%Prev: 0.1%	1,275 SH	Increased
LAM RESEARCH CORP	COM NEW	$822K	0.4%	4,804 SH	New
LOCKHEED MARTIN CORP	COM	$1.6M	0.7%Prev: 0.7%	3,263 SH	Increased+145 SH
MASTERCARD INCORPORATED	CL A	$6.0M	2.6%	10,517 SH	New
MERCADOLIBRE INC	COM	$2.1M	0.9%Prev: 1.2%	1,067 SH	Decreased
MERCK & CO INC	COM	$755K	0.3%Prev: 0.3%	7,174 SH	Increased-375 SH
META PLATFORMS INC	CL A	$3.0M	1.3%Prev: 1.6%	4,569 SH	Decreased+25 SH
MICROSOFT CORP	COM	$9.3M	4.0%Prev: 4.8%	19,261 SH	Decreased+63 SH
MONGODB INC	CL A	$825K	0.4%Prev: 0.3%	1,965 SH	Increased-25 SH
MORGAN STANLEY	COM NEW	$477K	0.2%Prev: 0.2%	2,685 SH	Increased
NVIDIA CORPORATION	COM	$51.6M	22.3%Prev: 25.1%	276,507 SH	Decreased-4,325 SH
ORACLE CORP	COM	$1.5M	0.7%Prev: 1.2%	7,871 SH	Decreased-725 SH
PALO ALTO NETWORKS INC	COM	$2.6M	1.1%Prev: 1.4%	14,327 SH	Decreased+200 SH
PEPSICO INC	COM	$512K	0.2%Prev: 0.3%	3,564 SH	Decreased-300 SH
PHILIP MORRIS INTL INC	COM	$273K	0.1%Prev: 0.1%	1,700 SH	Decreased
PRICE T ROWE GROUP INC	COM	$242K	0.1%Prev: 0.1%	2,360 SH	Decreased-250 SH
PROCTER AND GAMBLE CO	COM	$484K	0.2%Prev: 0.3%	3,379 SH	Decreased-60 SH
PROSHARES TR	S&P 500 DV ARIST	$354K	0.2%Prev: 0.2%	3,403 SH	Decreased-42 SH
RTX CORPORATION	COM	$370K	0.2%Prev: 0.2%	2,018 SH	Increased
SALESFORCE INC	COM	$2.7M	1.2%Prev: 1.2%	10,104 SH	Increased-130 SH
SERVICENOW INC	COM	$3.1M	1.4%Prev: 1.8%	20,470 SH	Decreased+16,406 SH
SNOWFLAKE INC	COM SHS	$247K	0.1%	1,128 SH	New
SOUTHERN CO	COM	$996K	0.4%Prev: 0.5%	11,423 SH	Decreased-575 SH
SPDR S&P 500 ETF TR	TR UNIT	$992K	0.4%Prev: 0.5%	1,455 SH	Increased-28 SH
SPDR SERIES TRUST	STATE STREET SPD	$1.0M	0.4%	31,450 SH	New
STARBUCKS CORP	COM	$580K	0.3%Prev: 0.3%	6,890 SH	Decreased-450 SH
STRYKER CORPORATION	COM	$622K	0.3%Prev: 0.3%	1,770 SH	Decreased-100 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$711K	0.3%Prev: 0.3%	2,340 SH	Increased
TERADYNE INC	COM	$639K	0.3%Prev: 0.2%	3,302 SH	Increased
TEXAS INSTRS INC	COM	$741K	0.3%Prev: 0.4%	4,274 SH	Decreased
THERMO FISHER SCIENTIFIC INC	COM	$2.2M	0.9%	3,753 SH	New
TORONTO DOMINION BK ONT	COM NEW	$231K	0.1%	2,450 SH	New
TRANE TECHNOLOGIES PLC	SHS	$222K	0.1%Prev: 0.1%	570 SH	Increased+75 SH
UNION PAC CORP	COM	$401K	0.2%Prev: 0.2%	1,734 SH	Decreased
VANECK ETF TRUST	IG FLOATING RATE	$629K	0.3%Prev: 0.3%	24,693 SH	Decreased+58 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$325K	0.1%Prev: 0.1%	5,200 SH	Increased
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$535K	0.2%Prev: 0.3%	3,725 SH	Increased+6 SH
VEEVA SYS INC	CL A COM	$212K	0.1%Prev: 0.1%	949 SH	Decreased-35 SH
VISA INC	COM CL A	$5.8M	2.5%Prev: 2.7%	16,675 SH	Increased-10 SH
WORKDAY INC	CL A	$363K	0.2%Prev: 0.2%	1,690 SH	Decreased
ZOETIS INC	CL A	$309K	0.1%Prev: 0.2%	2,454 SH	Decreased-215 SH
ZSCALER INC	COM	$243K	0.1%Prev: 0.2%	1,080 SH	Decreased

Sold (vs prior filing)

ILLINOIS TOOL WKS INC — $209K
ISHARES BITCOIN TRUST ETF — $256K
ISHARES TR — $265K
ISHARES TR — $751K
SHERWIN WILLIAMS CO — $213K
SPDR SERIES TRUST — $491K
SPDR SERIES TRUST — $535K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 13, 2026	Q4 2025	13F-HR	0001512073-26-000001	$231.8M	View
Nov 7, 2025	Q3 2025	13F-HR	0001512073-25-000006	$208.8M	View
Aug 14, 2026	Q2 2026