Harfst & Associates, Inc. has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $467 Million distributed in 98 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Raymond James Financial Inc with a value of $159M, Ishares Core S&P 500 ETF with a value of $66.2M, Invesco Qqq Trust, Series 1 with a value of $29.1M, Vanguard Industrial ETF with a value of $18.7M, and Procter & Gamble CO with a value of $14.5M.

Examining the 13F form we can see an increase of $43.4M in the current position value, from $423M to 467M.

Below you can find more details about Harfst & Associates, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $467 Million
Financial Services: $187 Million
ETFs: $135 Million
Technology: $50.3 Million
Industrials: $26.4 Million
Consumer Cyclical: $21.4 Million
Consumer Defensive: $20.5 Million
Communication Services: $8.34 Million
Healthcare: $7.23 Million
Other: $10.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 98
  • Current Value $467 Million
  • Prior Value $423 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
Track This Portfolio

Track Harfst & Associates, Inc. Portfolio

Follow Harfst & Associates, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Harfst & Associates, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Harfst & Associates, Inc. with notifications on news.