MondegarAI
AFT, FORSYTH & COMPANY, INC.

Q1 2025 · 13F-HR

AFT, FORSYTH & COMPANY, INC.holdings as filed

Filed 2025-05-12 · accession 0001512073-25-000002

$185.6M
Reported value
126
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$32.2M17.4%297,262CommonSOLE
037833100AAPLAPPLE INC$8.7M4.71%39,383CommonSOLE
594918104MSFTMICROSOFT CORP$7.2M3.89%19,231CommonSOLE
532457108LLYELI LILLY & CO$6.1M3.30%7,425CommonSOLE
92826C839VVISA INC$5.8M3.13%16,604CommonSOLE
023135106AMZNAMAZON COM INC$5.8M3.11%30,368CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$5.8M3.10%10,510CommonSOLE
464287549IGMISHARES TR$4.9M2.62%53,743CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$4.5M2.43%9,114CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$3.2M1.74%3,421CommonSOLE
81762P102NOWSERVICENOW INC$3.2M1.74%4,046CommonSOLE
464287804IJRISHARES TR$3.0M1.63%28,935CommonSOLE
464287499IWRISHARES TR$3.0M1.60%34,996CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$2.9M1.56%11,818CommonSOLE
02079K305GOOGLALPHABET INC$2.8M1.51%18,145CommonSOLE
79466L302CRMSALESFORCE INC$2.7M1.44%9,964CommonSOLE
30303M102METAMETA PLATFORMS INC$2.6M1.38%4,449CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$2.5M1.33%14,487CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.3M1.24%4,308CommonSOLE
437076102HDHOME DEPOT INC$2.2M1.18%5,964CommonSOLE
09247X101BLKCHFBLACKROCK INC$2.1M1.14%2,240CommonSOLE
58733R102MELIMERCADOLIBRE INC$2.0M1.05%1,001CommonSOLE
464287788IYFISHARES TR$1.9M1.00%16,516CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.8M0.99%3,708CommonSOLE
464287606IJKISHARES TR$1.8M0.95%21,160CommonSOLE
042068205ARMARM HOLDINGS PLC$1.7M0.94%16,351CommonSOLE
464287614IWFISHARES TR$1.7M0.94%4,813CommonSOLE
46429B663HDVISHARES TR$1.7M0.94%14,345CommonSOLE
11135F101AVGOBROADCOM INC$1.7M0.92%10,240CommonSOLE
464287507IJHISHARES TR$1.6M0.88%28,022CommonSOLE
00724F101ADBEADOBE INC$1.6M0.87%4,225CommonSOLE
464287887IJTISHARES TR$1.5M0.79%11,803CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$1.4M0.73%3,033CommonSOLE
00287Y109ABBVABBVIE INC$1.3M0.71%6,318CommonSOLE
464287705IJJISHARES TR$1.3M0.70%10,804CommonSOLE
049468101TEAMATLASSIAN CORPORATION$1.3M0.68%5,925CommonSOLE
031162100AMGNAMGEN INC$1.3M0.67%4,015CommonSOLE
464287515IGVISHARES TR$1.2M0.67%14,019CommonSOLE
478160104JNJJOHNSON & JOHNSON$1.2M0.67%7,489CommonSOLE
464287648IWOISHARES TR$1.1M0.61%4,408CommonSOLE
842587107SOSOUTHERN CO$1.1M0.59%11,998CommonSOLE
68389X105ORCLORACLE CORP$982,0250.53%7,024CommonSOLE
464287762IYHISHARES TR$973,0060.52%15,980CommonSOLE
464287481IWPISHARES TR$939,1600.51%7,993CommonSOLE
02079K107GOOGALPHABET INC$878,0130.47%5,620CommonSOLE
464287655IWMISHARES TR$873,3750.47%4,378CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$859,8600.46%1,574CommonSOLE
855244109SBUXSTARBUCKS CORP$845,0450.46%8,615CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$840,2360.45%1,502CommonSOLE
040413106ANETEURARISTA NETWORKS INC$826,0140.44%10,661CommonSOLE
46090E103QQQINVESCO QQQ TR$816,0780.44%1,740CommonSOLE
882508104TXNTEXAS INSTRS INC$770,0150.41%4,285CommonSOLE
92189F486FLTRVANECK ETF TRUST$765,6000.41%29,965CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$765,4510.41%2,171CommonSOLE
17275R102CSCOCISCO SYS INC$764,7100.41%12,392CommonSOLE
58933Y105MRKMERCK & CO INC$760,4470.41%8,472CommonSOLE
46137V563PEYINVESCO EXCHANGE TRADED FD T$740,4700.40%34,489CommonSOLE
863667101SYKSTRYKER CORPORATION$733,3330.40%1,970CommonSOLE
025816109AXPAMERICAN EXPRESS CO$728,0490.39%2,706CommonSOLE
464287879IJSISHARES TR$710,3330.38%7,287CommonSOLE
464287598IWDISHARES TR$684,7740.37%3,639CommonSOLE
172967424CCITIGROUP INC$673,5530.36%9,488CommonSOLE
N07059210ASMLASML HOLDING N V$671,2440.36%1,013CommonSOLE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$661,1340.36%12,768CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$659,9450.36%2,160CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$627,6250.34%12,500CommonSOLE
742718109PGPROCTER AND GAMBLE CO$618,1130.33%3,627CommonSOLE
464288679SHVISHARES TR$601,4550.32%5,445CommonSOLE
98138H101WDAYWORKDAY INC$601,3400.32%2,575CommonSOLE
149123101CATCATERPILLAR INC$598,5870.32%1,815CommonSOLE
713448108PEPPEPSICO INC$579,3680.31%3,864CommonSOLE
464287630IWNISHARES TR$575,1930.31%3,810CommonSOLE
002824100ABTABBOTT LABS$555,0080.30%4,184CommonSOLE
464287556IBBISHARES TR$538,6020.29%4,211CommonSOLE
78468R721TFISPDR SER TR$529,5730.29%11,750CommonSOLE
78464A284HYMBSPDR SER TR$525,2070.28%20,825CommonSOLE
191216100KOCOCA COLA CO$522,3250.28%7,293CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$520,8290.28%9,115CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$493,5650.27%3,827CommonSOLE
366651107ITGARTNER INC$491,0960.26%1,170CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$479,2900.26%3,500CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$465,2980.25%101CommonSOLE
60937P106MDBMONGODB INC$451,1290.24%2,572CommonSOLE
907818108UNPUNION PAC CORP$447,4390.24%1,894CommonSOLE
88579Y101MMM3M CO$445,0430.24%3,030CommonSOLE
46138G870VRPINVESCO EXCH TRADED FD TR II$440,2860.24%18,164CommonSOLE
98978V103ZTSZOETIS INC$439,3460.24%2,668CommonSOLE
464289446IWLISHARES TR$433,6980.23%3,156CommonSOLE
001055102AFLAFLAC INC$408,6230.22%3,675CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$392,8210.21%5,403CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$388,4400.21%2,340CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$376,7680.20%11,036CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$371,8920.20%4,080CommonSOLE
74348A467NOBLPROSHARES TR$371,5830.20%3,637CommonSOLE
464287671IUSGISHARES TR$356,7560.19%2,807CommonSOLE
166764100CVXCHEVRON CORP NEW$345,2870.19%2,064CommonSOLE
464287101OEFISHARES TR$327,7040.18%1,210CommonSOLE
880770102TERTERADYNE INC$324,3160.17%3,926CommonSOLE
617446448MSMORGAN STANLEY$313,2590.17%2,685CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$312,3580.17%3,400CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$311,9240.17%1,801CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$303,2510.16%579CommonSOLE
45168D104IDXXIDEXX LABS INC$292,7050.16%697CommonSOLE
464287622IWBISHARES TR$288,8380.16%942CommonSOLE
464287473IWSISHARES TR$285,6350.15%2,267CommonSOLE
464287242LQDISHARES TR$284,9330.15%2,622CommonSOLE
464289438IWYISHARES TR$283,4030.15%1,344CommonSOLE
550021109LULULULULEMON ATHLETICA INC$273,1530.15%965CommonSOLE
718172109PMPHILIP MORRIS INTL INC$269,8410.15%1,700CommonSOLE
438128308HMCHONDA MOTOR LTD$269,5580.15%1,273CommonSOLE
189054109CLXCLOROX CO DEL$269,4680.15%1,830CommonSOLE
427866108HSYHERSHEY CO$268,6630.14%1,571CommonSOLE
75513E101RTXRTX CORPORATION$267,3040.14%2,018CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$264,3160.14%5,200CommonSOLE
922475108VEEVVEEVA SYS INC$260,3520.14%1,124CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$248,0100.13%1,000CommonSOLE
464288836IHEISHARES TR$242,0090.13%3,430CommonSOLE
33738R506RDVYFIRST TR EXCHANGE TRADED FD$241,7240.13%4,129CommonSOLE
30231G102XOMEXXON MOBIL CORP$230,1290.12%1,935CommonSOLE
33739P855FPEIFIRST TR EXCH TRADED FD III$229,2540.12%12,260CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$215,9320.12%692CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$214,7520.12%615CommonSOLE
46138E362SPHDINVESCO EXCH TRADED FD TR II$208,6960.11%4,155CommonSOLE
717081103PFEPFIZER INC$201,5800.11%7,955CommonSOLE
464287200IVVISHARES TR$200,8170.11%357CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$200,1710.11%805CommonSOLE

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.