Harfst & Associates, Inc.

All 13F Filings

Location
Sheridan, WY
Most recent 13F
Q2 2026
Holdings value ($000)
643,402
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/31/2026 124 643,402 13F-HR Harfst & Associates, Inc.
Q1 2026 5/12/2026 121 560,198 13F-HR Harfst & Associates, Inc.
Q4 2025 2/10/2026 111 554,615 13F-HR Harfst & Associates, Inc.
Q3 2025 10/23/2025 112 542,222 13F-HR Harfst & Associates, Inc.
Q2 2025 8/13/2025 98 484,937 13F-HR Harfst & Associates, Inc.
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 429.5 K 66.8% 84.72 K 0 84.72 K
ETFs 199.2 K 31.0% 0 6.774 K -6.774 K
Debt 14.68 K 2.3% 5.258 K 0 5.258 K
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Fund Snapshot

Q2 2026
Latest filed
7/31/2026
Total value ($000)
643,402
Holdings
124
QoQ value change ($000)
83,204 (14.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.