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Aft, Forsyth & Company, Inc.
AFT, Forsyth & Company, Inc. is a registered investment adviser headquartered in West Palm Beach, Florida. The firm specializes in portfolio management for individuals and small businesses, predominantly serving high net worth individuals. As of its most recent regulatory filings, the firm manages nearly $185 million in assets for approximately 194 clients. AFT, Forsyth & Company, Inc. operates with a small team of 1-2 financial advisors and has been providing investment advisory services for a number of years.
Investment Strategy
AFT, Forsyth & Company, Inc. primarily manages portfolios for individuals and small businesses using a discretionary, asset-based fee structure. Their strategy focuses on diversified allocations across equities (large, mid, and small cap), fixed income, and cash, utilizing both growth and value investment styles and disciplines. Portfolio holdings include a mix of major technology and blue-chip stocks as well as other asset classes, tailored toward client risk tolerance and objectives.
Latest 13F Filing Activity
Aft, Forsyth & Company, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 113 equity positions with a total 13F market value of $195M. The fund increased holdings in Nvidia Corporation, Microsoft Corp., Ishares TR among other positions. Aft, Forsyth & Company, Inc. reduced exposure to Mastercard Incorporated, Berkshire Hathaway Inc. Del, Thermo Fisher Scientific Inc. among others.
Top Holdings
Equity Positions (113)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 23.70% | $46.3M | 292,797 | $10.38 | $157.99 | +$14.0M |
M MSFT | MICROSOFT CORP | 4.90% | $9.6M | 19,226 | $121.43 | $497.41 | +$2.3M |
A AAPL | APPLE INC | 4.15% | $8.1M | 39,485 | $56.11 | $205.17 | -$647.2K |
A AMZN | AMAZON COM INC | 3.39% | $6.6M | 30,128 | $83.59 | $219.39 | +$832.0K |
I IGM | ISHARES TR | 3.06% | $6.0M | 53,151 | $31.32 | $112.34 | +$1.1M |
Industry Allocation
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