HARFST & ASSOCIATES, INC.

PrivateCIK: 1649147
Location

SHERIDAN, WY

124
Positions
$643.40M
Total AUM (reported)
4.83M
Total Shares

Allocation by class

TOTAL AUM$643.40M124 positions
COM$332.70M51.7%
CORE S&P500 ETF$73.13M11.4%
UNIT SER 1$36.06M5.6%
INDUSTRIAL ETF$26.37M4.1%
ULTRA SHRT TRM$25.37M3.9%
COM NEW$23.72M3.7%
VAR RATE INVT$22.63M3.5%

Portfolio Concentration

Top 342.0%4–1020.0%11–2515.5%Rest22.4%TOP 1062.1%0%100%
Top 3$270.51M42.0%
4–10$128.97M20.0%
11–25$99.63M15.5%
Rest$144.30M22.4%

Top 3 weight

42.0%

Top 10 weight

62.1%

Voting Authority Distribution

Total shares with voting rights: 4.83M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

4.83M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole124
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings124
Rows:

RAYMOND JAMES FINL INC

SOLE
COM
Shares1.06M
TypeSH
Market value$161.31M
25.07%
Sole
0.00
Shared
0.00
None
1.06M

ISHARES TR

SOLE
CORE S&P500 ETF
Shares97.65K
TypeSH
Market value$73.13M
11.37%
Sole
0.00
Shared
0.00
None
97.65K

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares48.97K
TypeSH
Market value$36.06M
5.60%
Sole
0.00
Shared
0.00
None
48.97K

VANGUARD WORLD FD

SOLE
INDUSTRIAL ETF
Shares73.17K
TypeSH
Market value$26.37M
4.10%
Sole
0.00
Shared
0.00
None
73.17K

T ROWE PRICE EXCHANGE-TRADED

SOLE
ULTRA SHRT TRM
Shares509.71K
TypeSH
Market value$25.37M
3.94%
Sole
0.00
Shared
0.00
None
509.71K

INVESCO ACTIVELY MANAGED EXC

SOLE
VAR RATE INVT
Shares902.76K
TypeSH
Market value$22.63M
3.52%
Sole
0.00
Shared
0.00
None
902.76K

T ROWE PRICE EXCHANGE-TRADED

SOLE
CAP APPRECIATION
Shares373.43K
TypeSH
Market value$15.35M
2.39%
Sole
0.00
Shared
0.00
None
373.43K

VANGUARD BD INDEX FDS

SOLE
SHORT TRM BOND
Shares188.44K
TypeSH
Market value$14.68M
2.28%
Sole
0.00
Shared
0.00
None
188.44K

PROCTER & GAMBLE CO

SOLE
COM
Shares91.92K
TypeSH
Market value$13.48M
2.09%
Sole
0.00
Shared
0.00
None
91.92K

ADVANCED MICRO DEVICES INC

SOLE
COM
Shares19.09K
TypeSH
Market value$11.09M
1.72%
Sole
0.00
Shared
0.00
None
19.09K

VANGUARD INDEX FDS

SOLE
TOTAL STK MKT
Shares28.40K
TypeSH
Market value$10.51M
1.63%
Sole
0.00
Shared
0.00
None
28.40K

APPLE INC

SOLE
COM
Shares34.32K
TypeSH
Market value$9.93M
1.54%
Sole
0.00
Shared
0.00
None
34.32K

APPLIED MATLS INC

SOLE
COM
Shares12.80K
TypeSH
Market value$9.26M
1.44%
Sole
0.00
Shared
0.00
None
12.80K

VANGUARD INDEX FDS

SOLE
EXTEND MKT ETF
Shares36.15K
TypeSH
Market value$8.90M
1.38%
Sole
0.00
Shared
0.00
None
36.15K

LAM RESEARCH CORP

SOLE
COM NEW
Shares20.17K
TypeSH
Market value$8.74M
1.36%
Sole
0.00
Shared
0.00
None
20.17K

LITHIA MTRS INC

SOLE
COM
Shares23.52K
TypeSH
Market value$6.83M
1.06%
Sole
0.00
Shared
0.00
None
23.52K

KLA CORP

SOLE
COM NEW
Shares21.98K
TypeSH
Market value$6.63M
1.03%
Sole
0.00
Shared
0.00
None
21.98K

NVIDIA CORPORATION

SOLE
COM
Shares32.58K
TypeSH
Market value$6.52M
1.01%
Sole
0.00
Shared
0.00
None
32.58K

ALPHABET INC

SOLE
CAP STK CL A
Shares16.58K
TypeSH
Market value$5.93M
0.92%
Sole
0.00
Shared
0.00
None
16.58K

AMAZON COM INC

SOLE
COM
Shares19.43K
TypeSH
Market value$4.63M
0.72%
Sole
0.00
Shared
0.00
None
19.43K

MICROSOFT CORP

SOLE
COM
Shares12.41K
TypeSH
Market value$4.63M
0.72%
Sole
0.00
Shared
0.00
None
12.41K

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares8.75K
TypeSH
Market value$4.38M
0.68%
Sole
0.00
Shared
0.00
None
8.75K

CUMMINS INC

SOLE
COM
Shares6.09K
TypeSH
Market value$4.35M
0.68%
Sole
0.00
Shared
0.00
None
6.09K

MONOLITHIC PWR SYS INC

SOLE
COM
Shares3.12K
TypeSH
Market value$4.32M
0.67%
Sole
0.00
Shared
0.00
None
3.12K

VANGUARD SCOTTSDALE FDS

SOLE
INT-TERM CORP
Shares49.29K
TypeSH
Market value$4.07M
0.63%
Sole
0.00
Shared
0.00
None
49.29K
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