Harfst & Associates, Inc. has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $423 Million distributed in 116 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Raymond James Financial Inc with a value of $145M, Ishares Core S&P 500 ETF with a value of $60.8M, Invesco Qqq Trust, Series 1 with a value of $24.9M, Vanguard Industrial ETF with a value of $16.1M, and Procter & Gamble CO with a value of $15.5M.
Examining the 13F form we can see an decrease of $49.3M in the current position value, from $473M to 423M.
Below you can find more details about Harfst & Associates, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$423 Million
Financial Services: $171 Million
ETFs: $118 Million
Technology: $44.6 Million
Industrials: $22.7 Million
Consumer Defensive: $21.1 Million
Consumer Cyclical: $17.9 Million
Healthcare: $9.67 Million
Energy: $7.63 Million
Other: $10.6 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions