$131 Million is the total value of AFT, FORSYTH & COMPANY, INC.'s 143 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CHWY | New | CHEWY INC | $773,000 | – | 26,650 | +100.0% | 0.59% | – |
| CMG | New | CHIPOTLE MEXICAN GRILL INC | $741,000 | – | 885 | +100.0% | 0.57% | – |
| CYBR | New | CYBERARK SOFTWARE LTD | $706,000 | – | 6,055 | +100.0% | 0.54% | – |
| SPLK | New | SPLUNK INC | $267,000 | – | 1,780 | +100.0% | 0.20% | – |
| QQQ | New | INVESCO QQQ TRetf | $261,000 | – | 1,228 | +100.0% | 0.20% | – |
| LULU | New | LULULEMON ATHLETICA INC | $248,000 | – | 1,070 | +100.0% | 0.19% | – |
| MO | New | ALTRIA GROUP INC | $239,000 | – | 4,793 | +100.0% | 0.18% | – |
| IHE | New | ISHARES TRetf | $217,000 | – | 1,358 | +100.0% | 0.17% | – |
| WYNN | New | WYNN RESORTS LTD | $215,000 | – | 1,550 | +100.0% | 0.16% | – |
| BMY | New | BRISTOL MYERS SQUIBB CO | $206,000 | – | 3,208 | +100.0% | 0.16% | – |
| OHI | New | OMEGA HEALTHCARE INVS INC | $202,000 | – | 4,760 | +100.0% | 0.15% | – |
| NTES | New | NETEASE INC | $201,000 | – | 655 | +100.0% | 0.15% | – |
| F | New | FORD MTR CO DEL | $187,000 | – | 20,100 | +100.0% | 0.14% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Automatic Data Processing, Inc | 26 | Q3 2023 | 6.0% |
| MICROSOFT CORP | 26 | Q3 2023 | 4.7% |
| MASTERCARD INCORPORATED | 26 | Q3 2023 | 3.3% |
| VISA INC | 26 | Q3 2023 | 3.0% |
| ISHARES TR | 26 | Q3 2023 | 2.7% |
| ISHARES TR | 26 | Q3 2023 | 2.7% |
| SALESFORCE INC | 26 | Q3 2023 | 2.7% |
| ISHARES TR | 26 | Q3 2023 | 1.8% |
| HOME DEPOT INC | 26 | Q3 2023 | 2.0% |
| SPDR SER TR | 26 | Q3 2023 | 1.7% |
View AFT, FORSYTH & COMPANY, INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-11-07 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-07-28 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-02-07 |
View AFT, FORSYTH & COMPANY, INC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.