account_balance
Investment manager · 13F filer · SEC CIK 1649147
Harfst & Associates, Inc.
Reported value$667Mas of Sep 30, 2026
Positions122 5 new, 7 sold out
Top 10 weight63.2%RJF alone is 24%
FiledOct 2020 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
RJFRaymond James Financial Inc
23.6%Trimmed −6%
IVViShares Tr
11.1%
QQQInvesco QQQ Tr
5.3%Trimmed −2%
CATCaterpillar Inc
5.1%Added +1331%
TBUXT Rowe Price Exchange-Traded
4.3%Added +15%
VRIGInvesco Actively Managed Exc
3.8%Added +11%
VISVanguard World Fd
3.5%
TCAFT Rowe Price Exchange-Traded
2.3%
BSVVanguard Bd Index FDS
2.2%
PGProcter & Gamble Co
2.0%
AAPLApple Inc.
1.7%+2%
AMD1.7%RJFRaymond James Financial Inc
23.6%Trimmed −6%
IVViShares Tr
11.1%
QQQInvesco QQQ Tr
5.3%−2%
CATCaterpillar Inc
5.1%
TBUXT Rowe Price Exchange-Traded
4.3%
VRIGInvesco Actively Managed Exc
3.8%
VISVanguard World Fd
3.5%
TCAF
BSV
PG2.0%AAPL1.7%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
RJF Raymond James Financial Inc 23.6% Trimmed −6%
IVV iShares Tr 11.1% Held
QQQ Invesco QQQ Tr 5.3% Trimmed −2%
CAT Caterpillar Inc 5.1% Added +1331%TBUX T Rowe Price Exchange-Traded 4.3% Added +15%
VRIG Invesco Actively Managed Exc 3.8% Added +11%
VIS Vanguard World Fd 3.5% Held
TCAF T Rowe Price Exchange-Traded 2.3% Held
BSV Vanguard Bd Index FDS 2.2% Added +3%
PG Procter & Gamble Co 2.0% HeldAAPL Apple Inc. 1.7% Added +2%AMD Advanced Micro Devices Inc 1.7% Trimmed −4%What changed
Biggest moves since Jun 30, 2026
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