Harfst & Associates, Inc. - Portfolio overview

Harfst & Associates, Inc. has 132 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. RJF - RAYMOND JAMES FINL INC, 27.15%
2. IVV - ISHARES TR, 11.50%
3. QQQ - INVESCO QQQ TR, 5.08%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.