Harfst & Associates, Inc. Portfolio Holdings
Harfst & Associates, Inc.
- $444 Million
- Q3 2024
Harfst & Associates, Inc. has filed its 13F form on October 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $444 Million distributed in 95 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Raymond James Financial Inc with a value of $138M, Ishares Core S&P 500 ETF with a value of $61.4M, Invesco Qqq Trust, Series 1 with a value of $26.3M, Procter & Gamble CO with a value of $16M, and Vanguard Industrial ETF with a value of $15.7M.
Examining the 13F form we can see an increase of $15.6M in the current position value, from $429M to 444M.
Below you can find more details about Harfst & Associates, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$444 Million
Financial Services: $163 Million
ETFs: $120 Million
Technology: $51.6 Million
Industrials: $27.1 Million
Consumer Cyclical: $21.7 Million
Healthcare: $20.8 Million
Consumer Defensive: $20.8 Million
Basic Materials: $7.1 Million
Other: $12.3 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|