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  Name: Aft Forsyth & Sober LLC
  City: VALRICO
  State: FL
  Zip: 33596
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $283,911,000
  Total Value Change : $24,334,000
  Securities Held Change : 0
   
All Securities Held : 81
  New Positions : 4
  Closed Positions : 4
  Increased Positions : 5
  Unchanged Positions : 55
  Decreased Positions : 17

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Holdings Found : 5     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (IJH)1 Year Chart         IJH iShares S&P MidCap 400 Index 4 - $59.52 $14,140,000 232,800 4.98% -3,157,000 170,390 0.1    Closed - End Fund - E...
   (MSFT)1 Year Chart         MSFT Microsoft Corp 7 - $430.16 $8,898,000 21,150 3.13% 5,542,000 12,225 0    Application Software
   (AAPL)1 Year Chart         AAPL Apple Inc 11 - $189.98 $5,539,000 32,300 1.95% 2,439,000 16,200 0    Personal Computers
   (ODFL)1 Year Chart         ODFL Old Dominion Freight Line Inc 39 - $195.06 $2,193,000 10,000 0.77% 166,000 5,000 0.005    Trucking
   (BX)1 Year Chart         BX Blackstone Group LP 80 - $120.62 $342,000 6,200 0.12% 2,000 3,600 0.001    Asset Management

      5 Records Found
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