$167 Million is the total value of AFT, FORSYTH & COMPANY, INC.'s 153 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ABNB | New | AIRBNB INC | $1,286,000 | – | 6,845 | +100.0% | 0.77% | – |
| WYNN | New | WYNN RESORTS LTD | $955,000 | – | 7,620 | +100.0% | 0.57% | – |
| PANW | New | PALO ALTO NETWORKS INC | $763,000 | – | 2,370 | +100.0% | 0.46% | – |
| New | Invesco QQQ Trustetf | $402,000 | – | 1,259 | +100.0% | 0.24% | – | |
| New | Grayscale Investment | $305,000 | – | 6,100 | +100.0% | 0.18% | – | |
| GS | New | GOLDMAN SACHS GROUP INC | $244,000 | – | 745 | +100.0% | 0.15% | – |
| STWD | New | STARWOOD PPTY TR INC | $238,000 | – | 9,615 | +100.0% | 0.14% | – |
| IDXX | New | IDEXX LABS INC | $227,000 | – | 463 | +100.0% | 0.14% | – |
| SNAP | New | SNAP INC | $225,000 | – | 4,300 | +100.0% | 0.14% | – |
| DVY | New | ISHARES TRetf | $216,000 | – | 1,890 | +100.0% | 0.13% | – |
| NOBL | New | PROSHARES TRetf | $211,000 | – | 2,443 | +100.0% | 0.13% | – |
| AFL | New | AFLAC INC | $210,000 | – | 4,100 | +100.0% | 0.13% | – |
| SPHD | New | INVESCO EXCH TRADED FD TR IIetf | $206,000 | – | 4,799 | +100.0% | 0.12% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-04
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.