Harfst & Associates, Inc.

Institutional investor profile sourced from SEC Form 13F-HR filings, parsed and aggregated by FilingIQ.

Total AUM
$421.17M
13F filings
1
Latest filing
Aug 1, 2024

Top 10 holdings

RJF $144.78M
34.38% of AUM
IVV $56.19M
13.34% of AUM
PG $15.05M
3.57% of AUM
VTI $7.90M
1.88% of AUM
AAPL $6.64M
1.58% of AUM
NVDA $5.92M
1.41% of AUM
MSFT $5.74M
1.36% of AUM
B $5.07M
1.20% of AUM
BRK.A $5.00M
1.19% of AUM
ADBE $3.85M
0.92% of AUM

About this filer

FilingIQ has indexed 1 quarterly Form 13F filings from Harfst & Associates, Inc.. Reported assets under management total $421.17M.

View live Harfst & Associates, Inc. filings on FilingIQ Raw 13F on SEC EDGAR

Frequently asked

How much does Harfst & Associates, Inc. have under management?
Per Harfst & Associates, Inc.'s most recent SEC Form 13F filing dated Aug 1, 2024, total assets under management are $421.17M. 13F filings cover long-only equity positions above the SEC reporting threshold.
How many 13F filings has Harfst & Associates, Inc. submitted?
FilingIQ has indexed 1 quarterly Form 13F filings from Harfst & Associates, Inc.. Filings are due 45 days after quarter-end.
Where does Harfst & Associates, Inc.'s holdings data come from?
Every position shown on this page sources back to Harfst & Associates, Inc.'s public SEC Form 13F-HR filing. The raw filing is on EDGAR at the link below. FilingIQ normalizes ticker mapping and computes percent-of-AUM at filing date.

Methodology & sources

All 13F data parsed from public SEC Form 13F-HR XML filings. AUM is the sum of reported position values at filing date. See methodology. Compiled by Thomas Kraaibeek. Not investment advice; see disclaimer.