$186 Million is the total value of AFT, FORSYTH & COMPANY, INC.'s 155 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| UPST | New | UPSTART HLDGS INC | $1,392,000 | – | 4,400 | +100.0% | 0.75% | – |
| SEDG | New | SOLAREDGE TECHNOLOGIES INC | $894,000 | – | 3,370 | +100.0% | 0.48% | – |
| QQQ | New | INVESCO QQQ TRetf | $483,000 | – | 1,350 | +100.0% | 0.26% | – |
| AEO | New | AMERICAN EAGLE OUTFITTERS IN | $413,000 | – | 16,000 | +100.0% | 0.22% | – |
| ITW | New | ILLINOIS TOOL WKS INC | $232,000 | – | 1,125 | +100.0% | 0.12% | – |
| JEF | New | JEFFERIES FINL GROUP INC | $212,000 | – | 5,700 | +100.0% | 0.11% | – |
| DHR | New | DANAHER CORPORATION | $207,000 | – | 680 | +100.0% | 0.11% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-11-08
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.