Harfst & Associates, Inc.

All 13F Filings

Location
Sheridan, WY
Most recent 13F
Q1 2026
Holdings value ($000)
560,198
Description
Website
Founded
Chairman
CEO
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
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 344.8 K 61.6% 0 103.6 K -103.6 K
ETFs 206 K 36.8% 100.4 K 0 100.4 K
Debt 9.424 K 1.7% 8.802 K 0 8.802 K
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Fund Snapshot

Q1 2026
Latest filed
5/12/2026
Total value ($000)
560,198
Holdings
121
QoQ value change ($000)
5,583 (1.0%)
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.