$117 Million is the total value of AFT, FORSYTH & COMPANY, INC.'s 133 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
RBLX | Exit | ROBLOX CORP | $0 | – | -5,775 | -100.0% | -0.18% | – |
IBDN | Exit | ISHARES TRetf | $0 | – | -8,375 | -100.0% | -0.19% | – |
VTIP | Exit | VANGUARD MALVERN FDSetf | $0 | – | -7,150 | -100.0% | -0.31% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-13
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.