Harfst & Associates, Inc.: 13F holdings

CIK 16491472026Q2

Positions124
Reported value$643.4m
Filed2026-07-31

Top 10 holdings

SecuritySharesValueWeight
RJF RAYMOND JAMES FINL INC1,061,066$161.3m25.1%
IVV ISHARES TR97,653$73.1m11.4%
QQQ INVESCO QQQ TR48,970$36.1m5.6%
VIS VANGUARD WORLD FD73,175$26.4m4.1%
T ROWE PRICE EXCHANGE-TRADED509,707$25.4m3.9%
INVESCO ACTIVELY MANAGED EXC902,765$22.6m3.5%
T ROWE PRICE EXCHANGE-TRADED373,428$15.3m2.4%
BSV VANGUARD BD INDEX FDS188,444$14.7m2.3%
PG PROCTER & GAMBLE CO91,918$13.5m2.1%
AMD ADVANCED MICRO DEVICES INC19,090$11.1m1.7%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1649147")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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