MondegarAI
AFT, FORSYTH & COMPANY, INC.

Q4 2024 · 13F-HR

AFT, FORSYTH & COMPANY, INC.holdings as filed

Filed 2025-01-29 · accession 0001512073-25-000001

$203.9M
Reported value
126
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$40.3M19.8%300,272CommonSOLE
037833100AAPLAPPLE INC$9.9M4.85%39,488CommonSOLE
594918104MSFTMICROSOFT CORP$8.1M3.99%19,291CommonSOLE
023135106AMZNAMAZON COM INC$6.7M3.29%30,593CommonSOLE
532457108LLYELI LILLY & CO$5.8M2.86%7,550CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$5.5M2.71%10,510CommonSOLE
464287549IGMISHARES TR$5.5M2.71%54,093CommonSOLE
92826C839VVISA INC$5.3M2.57%16,614CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$4.8M2.36%9,209CommonSOLE
81762P102NOWSERVICENOW INC$4.3M2.13%4,101CommonSOLE
02079K305GOOGLALPHABET INC$3.5M1.71%18,400CommonSOLE
464287804IJRISHARES TR$3.3M1.64%29,047CommonSOLE
79466L302CRMSALESFORCE INC$3.3M1.62%9,864CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$3.1M1.54%3,421CommonSOLE
464287499IWRISHARES TR$3.1M1.53%35,200CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$2.8M1.37%11,618CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$2.7M1.32%14,772CommonSOLE
30303M102METAMETA PLATFORMS INC$2.6M1.28%4,449CommonSOLE
11135F101AVGOBROADCOM INC$2.4M1.16%10,240CommonSOLE
437076102HDHOME DEPOT INC$2.3M1.15%6,014CommonSOLE
09247X101BLKCHFBLACKROCK INC$2.3M1.12%2,235CommonSOLE
00724F101ADBEADOBE INC$2.1M1.03%4,703CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$2.0M0.99%3,873CommonSOLE
042068205ARMARM HOLDINGS PLC$2.0M0.96%15,951CommonSOLE
464287614IWFISHARES TR$1.9M0.95%4,812CommonSOLE
464287606IJKISHARES TR$1.9M0.94%21,156CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.9M0.94%4,208CommonSOLE
464287788IYFISHARES TR$1.8M0.90%16,513CommonSOLE
464287507IJHISHARES TR$1.8M0.86%28,162CommonSOLE
58733R102MELIMERCADOLIBRE INC$1.7M0.86%1,026CommonSOLE
46429B663HDVISHARES TR$1.6M0.79%14,409CommonSOLE
464287887IJTISHARES TR$1.6M0.78%11,797CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$1.5M0.74%3,088CommonSOLE
049468101TEAMATLASSIAN CORPORATION$1.5M0.73%6,120CommonSOLE
464287515IGVISHARES TR$1.4M0.69%13,969CommonSOLE
464287705IJJISHARES TR$1.3M0.66%10,799CommonSOLE
464287648IWOISHARES TR$1.3M0.62%4,407CommonSOLE
040413106ANETEURARISTA NETWORKS INC$1.2M0.58%10,736CommonSOLE
68389X105ORCLORACLE CORP$1.1M0.55%6,739CommonSOLE
00287Y109ABBVABBVIE INC$1.1M0.55%6,318CommonSOLE
478160104JNJJOHNSON & JOHNSON$1.1M0.55%7,714CommonSOLE
031162100AMGNAMGEN INC$1.1M0.53%4,170CommonSOLE
02079K107GOOGALPHABET INC$1.1M0.52%5,620CommonSOLE
464287481IWPISHARES TR$1.0M0.50%7,993CommonSOLE
842587107SOSOUTHERN CO$987,6750.48%11,998CommonSOLE
464287655IWMISHARES TR$967,2840.47%4,378CommonSOLE
464287762IYHISHARES TR$925,9970.45%15,891CommonSOLE
46090E103QQQINVESCO QQQ TR$874,3750.43%1,710CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$872,4050.43%1,489CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$867,5190.43%1,515CommonSOLE
98138H101WDAYWORKDAY INC$845,0480.41%3,275CommonSOLE
58933Y105MRKMERCK & CO INC$842,7950.41%8,472CommonSOLE
60937P106MDBMONGODB INC$832,7610.41%3,577CommonSOLE
882508104TXNTEXAS INSTRS INC$803,4800.39%4,285CommonSOLE
025816109AXPAMERICAN EXPRESS CO$803,1140.39%2,706CommonSOLE
464287879IJSISHARES TR$790,4730.39%7,278CommonSOLE
92189F486FLTRVANECK ETF TRUST$771,4060.38%30,311CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$753,7500.37%12,500CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$742,8290.36%2,171CommonSOLE
855244109SBUXSTARBUCKS CORP$740,4940.36%8,115CommonSOLE
78464A284HYMBSPDR SER TR$737,3440.36%28,825CommonSOLE
17275R102CSCOCISCO SYS INC$733,6060.36%12,392CommonSOLE
46137V563PEYINVESCO EXCHANGE TRADED FD T$731,5250.36%34,409CommonSOLE
863667101SYKSTRYKER CORPORATION$727,3010.36%2,020CommonSOLE
N07059210ASMLASML HOLDING N V$702,0900.34%1,013CommonSOLE
464287598IWDISHARES TR$672,7440.33%3,634CommonSOLE
464287630IWNISHARES TR$666,4560.33%4,060CommonSOLE
149123101CATCATERPILLAR INC$658,4090.32%1,815CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$632,5900.31%2,161CommonSOLE
742718109PGPROCTER AND GAMBLE CO$630,8670.31%3,763CommonSOLE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$629,0780.31%11,158CommonSOLE
713448108PEPPEPSICO INC$587,5600.29%3,864CommonSOLE
880770102TERTERADYNE INC$579,3840.28%4,601CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$578,0600.28%3,500CommonSOLE
366651107ITGARTNER INC$566,8300.28%1,170CommonSOLE
464287556IBBISHARES TR$556,4270.27%4,209CommonSOLE
78468R721TFISPDR SER TR$536,0350.26%11,750CommonSOLE
172967424CCITIGROUP INC$532,3600.26%7,563CommonSOLE
46138G870VRPINVESCO EXCH TRADED FD TR II$525,4160.26%21,720CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$501,8100.25%101CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$494,3800.24%8,593CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$487,5420.24%3,821CommonSOLE
002824100ABTABBOTT LABS$473,2520.23%4,184CommonSOLE
98978V103ZTSZOETIS INC$467,3210.23%2,868CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$462,1270.23%2,340CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$459,8080.23%3,990CommonSOLE
464289446IWLISHARES TR$456,6020.22%3,155CommonSOLE
191216100KOCOCA COLA CO$454,0620.22%7,293CommonSOLE
907818108UNPUNION PAC CORP$431,9080.21%1,894CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$408,3160.20%5,653CommonSOLE
464287671IUSGISHARES TR$400,5340.20%2,874CommonSOLE
88579Y101MMM3M CO$391,1600.19%3,030CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$384,5060.19%3,400CommonSOLE
001055102AFLAFLAC INC$380,1420.19%3,675CommonSOLE
550021109LULULULULEMON ATHLETICA INC$369,0260.18%965CommonSOLE
74348A467NOBLPROSHARES TR$363,0140.18%3,647CommonSOLE
427866108HSYHERSHEY CO$350,9440.17%2,072CommonSOLE
464287101OEFISHARES TR$349,5090.17%1,210CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$348,0320.17%688CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$340,6650.17%10,863CommonSOLE
617446448MSMORGAN STANLEY$337,5580.17%2,685CommonSOLE
464287242LQDISHARES TR$333,3310.16%3,120CommonSOLE
464289438IWYISHARES TR$332,4000.16%1,413CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$327,8680.16%932CommonSOLE
45168D104IDXXIDEXX LABS INC$319,1760.16%772CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$314,5970.15%1,795CommonSOLE
464287622IWBISHARES TR$307,4320.15%954CommonSOLE
189054109CLXCLOROX CO DEL$305,3310.15%1,880CommonSOLE
166764100CVXCHEVRON CORP NEW$298,9500.15%2,064CommonSOLE
464287473IWSISHARES TR$292,9700.14%2,265CommonSOLE
438128308HMCHONDA MOTOR LTD$287,5580.14%1,273CommonSOLE
922475108VEEVVEEVA SYS INC$282,5760.14%1,344CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$253,5600.12%1,000CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$248,6640.12%5,200CommonSOLE
33738R506RDVYFIRST TR EXCHANGE-TRADED FD$244,1090.12%4,128CommonSOLE
75513E101RTXRTX CORPORATION$233,5230.11%2,018CommonSOLE
33739P855FPEIFIRST TR EXCH TRADED FD III$228,6470.11%12,227CommonSOLE
717081103PFEPFIZER INC$226,6990.11%8,545CommonSOLE
464288836IHEISHARES TR$224,8070.11%3,421CommonSOLE
464287200IVVISHARES TR$209,7420.10%356CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$209,0570.10%615CommonSOLE
30231G102XOMEXXON MOBIL CORP$208,1480.10%1,935CommonSOLE
461202103INTUINTUIT$205,5200.10%327CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$204,8030.10%1,275CommonSOLE
718172109PMPHILIP MORRIS INTL INC$204,5950.10%1,700CommonSOLE
46138E362SPHDINVESCO EXCH TRADED FD TR II$200,2260.10%4,145CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.