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 Market Cap. of $200 Billions or more