$119 Million is the total value of AFT, FORSYTH & COMPANY, INC.'s 124 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
VRTX | New | VERTEX PHARMACEUTICALS INC | $309,000 | – | 1,064 | +100.0% | 0.26% | – |
VEEV | New | VEEVA SYS INC | $292,000 | – | 1,247 | +100.0% | 0.25% | – |
IWL | New | ISHARES TRetf | $232,000 | – | 3,140 | +100.0% | 0.20% | – |
BMY | New | BRISTOL-MYERS SQUIBB CO | $225,000 | – | 3,823 | +100.0% | 0.19% | – |
ASML | New | ASML HOLDING N V | $221,000 | – | 600 | +100.0% | 0.19% | – |
IUSG | New | ISHARES TRetf | $203,000 | – | 2,820 | +100.0% | 0.17% | – |
DVY | New | ISHARES TRetf | $202,000 | – | 2,505 | +100.0% | 0.17% | – |
FFTY | New | INNOVATOR ETFS TR | $202,000 | – | 5,860 | +100.0% | 0.17% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-06
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.