Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Harfst & Associates, Inc. 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Harfst & Associates, Inc. (CIK 1649147) reported $643.4M across 124 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: RJF ($161.3M, 25.07%), IVV ($73.1M, 11.37%), QQQ ($36.1M, 5.60%), VIS ($26.4M, 4.10%), TBUX ($25.4M, 3.94%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1RJFRAYMOND JAMES FINL INC$161.3M25.07%1.1MTrimmed
2IVVISHARES TR$73.1M11.37%97,653Trimmed
3QQQINVESCO QQQ TR$36.1M5.60%48,970Trimmed
4VISVANGUARD WORLD FD$26.4M4.10%73,175Added
5TBUXT ROWE PRICE EXCHANGE-TRADED$25.4M3.94%509,707Added
6VRIGINVESCO ACTIVELY MANAGED EXC$22.6M3.52%902,765Added
7TCAFT ROWE PRICE EXCHANGE-TRADED$15.3M2.39%373,428Added
8BSVVANGUARD BD INDEX FDS$14.7M2.28%188,444Added
9PGPROCTER & GAMBLE CO$13.5M2.09%91,918Added
10AMDADVANCED MICRO DEVICES INC$11.1M1.72%19,090Trimmed
11VTIVANGUARD INDEX FDS$10.5M1.63%28,401Trimmed
12AAPLAPPLE INC$9.9M1.54%34,317Trimmed
13AMATAPPLIED MATLS INC$9.3M1.44%12,803Trimmed
14VXFVANGUARD INDEX FDS$8.9M1.38%36,150Added
15LRCXLAM RESEARCH CORP$8.7M1.36%20,169Trimmed
16LADLITHIA MTRS INC$6.8M1.06%23,525Trimmed
17KLACKLA CORP$6.6M1.03%21,981Added
18NVDANVIDIA CORPORATION$6.5M1.01%32,579Trimmed
19GOOGLALPHABET INC$5.9M0.92%16,584Trimmed
20MSFTMICROSOFT CORP$4.6M0.72%12,409Added
21AMZNAMAZON COM INC$4.6M0.72%19,434Added
22BRK/BBERKSHIRE HATHAWAY INC DEL$4.4M0.68%8,752Trimmed
23CMICUMMINS INC$4.3M0.68%6,093Trimmed
24MPWRMONOLITHIC PWR SYS INC$4.3M0.67%3,124Trimmed
25VCITVANGUARD SCOTTSDALE FDS$4.1M0.63%49,286Trimmed

Source: SEC Form 13F filings · as of 2026-06-30