Arkolith/Funds/Harfst & Associates, Inc.

Harfst & Associates, Inc.

CIK 1649147
Holdings as of Jun 30, 2026·disclosed Jul 31, 2026·~31-day 13F lag·13F-HR
Active Filer

Harfst & Associates, Inc. holds a focused book of 124 stocks worth $643.4M as of Q2 2026 (disclosed Jul 31, 2026, a ~31-day 13F lag). This quarter they opened Ershares Private-Public Cros and trimmed Raymond James Financial Inc. Their largest long position is Raymond James Financial Inc at 25% of the equity book.

Opened
46
bought for the first time
Added to
53
already held, bought more
Trimmed
47
sold some, still holds it
Sold out
5
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
50%
Top 10 holdings
62%
Top 20 holdings
74%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

60% mapped to company sectors

ETF / fund or unclassified
40%
Financials
30%
Information Technology
14%
Industrials
5%
Materials
4%
Consumer Discretionary
4%
Health Care
1%
Energy
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Harfst & Associates, Inc.

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 80$560.2B
WELLS FARGO & COMPANY/MN80 / 80$150.8B
RAYMOND JAMES FINANCIAL INC80 / 80$94.7B
ENVESTNET ASSET MANAGEMENT INC80 / 80$80.1B
LPL Financial LLC80 / 80$69.7B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO80 / 80$34.9B
STIFEL FINANCIAL CORP80 / 80$31.4B
HighTower Advisors, LLC80 / 80$29.4B

Ranked by how many of Harfst & Associates, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

124 positions
#SecurityValueShares% PortLast moveHistory
1Raymond James Finl Inc
COM
$161.3M1.06M
25.1%
~0%
Reduced · −142 sh
2Ishares TR
CORE S&P500 ETF
$73.1M97.7K
11.4%
−2.0%
Reduced · −2K sh
3Invesco QQQ TR
UNIT SER 1
$36.1M49.0K
5.6%
−1.7%
Reduced · −841 sh
4Vanguard World FD
INDUSTRIAL ETF
$26.4M73.2K
4.1%
+1.1%
Added · +795 sh
5T Rowe Price Exchange-Traded
ULTRA SHRT TRM
$25.4M509.7K
3.9%
+24%
Added · +100K sh
6Invesco Actively Managed Exc
VAR RATE INVT
$22.6M902.8K
3.5%
+14%
Added · +113K sh
7T Rowe Price Exchange-Traded
CAP APPRECIATION
$15.3M373.4K
2.4%
+0.4%
Added · +1K sh
8Vanguard BD Index FDS
SHORT TRM BOND
$14.7M188.4K
2.3%
+57%
Added · +68K sh
9Procter & Gamble Co
COM
$13.5M91.9K
2.1%
+0.4%
Added · +401 sh
10Advanced Micro Devices Inc
COM
$11.1M19.1K
1.7%
−9.2%
Reduced · −2K sh
11Vanguard Index FDS
TOTAL STK MKT
$10.5M28.4K
1.6%
−1.4%
Reduced · −396 sh
12Apple Inc
COM
$9.9M34.3K
1.5%
−2.0%
Reduced · −696 sh
13Applied Matls Inc
COM
$9.3M12.8K
1.4%
−9.9%
Reduced · −1K sh
14Vanguard Index FDS
EXTEND MKT ETF
$8.9M36.1K
1.4%
+8.4%
Added · +3K sh
15Lam Research Corp
COM NEW
$8.7M20.2K
1.4%
−11%
Reduced · −3K sh
16Lithia MTRS Inc
COM
$6.8M23.5K
1.1%
−4.3%
Reduced · −1K sh
17Kla Corp
COM NEW
$6.6M22.0K
1.0%
+876%
Added · +20K sh
18Nvidia Corporation
COM
$6.5M32.6K
1.0%
−5.8%
Reduced · −2K sh
19Alphabet Inc
CAP STK CL A
$5.9M16.6K
0.9%
−3.3%
Reduced · −564 sh
20Amazon Com Inc
COM
$4.6M19.4K
0.7%
+2.8%
Added · +534 sh
21Microsoft Corp
COM
$4.6M12.4K
0.7%
+0.2%
Added · +28 sh
22Berkshire Hathaway Inc Del
CL B NEW
$4.4M8.8K
0.7%
−1.8%
Reduced · −161 sh
23Cummins Inc
COM
$4.3M6.1K
0.7%
−7.2%
Reduced · −472 sh
24Monolithic PWR Sys Inc
COM
$4.3M3.1K
0.7%
−5.0%
Reduced · −164 sh
25Vanguard Scottsdale FDS
INT-TERM CORP
$4.1M49.3K
0.6%
−20%
Reduced · −12K sh
26Amphenol Corp
CL A
$4.0M22.7K
0.6%
+0.1%
Added · +29 sh
27Northern TR Corp
COM
$3.8M21.9K
0.6%
−5.1%
Reduced · −1K sh
28Texas Instrs Inc
COM
$3.8M12.7K
0.6%
−1.3%
Reduced · −168 sh
29Costco Wholesale Corporation
COM
$3.7M3.9K
0.6%
−0.8%
Reduced · −34 sh
30Corning Inc
COM
$3.5M13.5K
0.5%
+31%
Added · +3K sh
31Applied Indl Technologies In
COM
$3.4M9.9K
0.5%
−1.6%
Reduced · −163 sh
32Ishares TR
MSCI EMG MKT ETF
$3.3M47.6K
0.5%
+6.4%
Added · +3K sh
33Visa Inc
COM CL A
$3.1M9.0K
0.5%
+0.9%
Added · +85 sh
34Caterpillar Inc
COM
$3.1M2.9K
0.5%
Held
35Interactive Brokers Group In
COM CL A
$3.0M34.8K
0.5%
+1.9%
Added · +638 sh
36Schwab Charles Corp
COM
$3.0M32.7K
0.5%
+2.4%
Added · +760 sh
37Fastenal Co
COM
$3.0M61.6K
0.5%
−0.5%
Reduced · −286 sh
38Morgan Stanley
COM NEW
$2.9M14.0K
0.5%
+0.5%
Added · +73 sh
39Ge Aerospace
COM NEW
$2.9M7.8K
0.5%
+2.7%
Added · +206 sh
40Cisco Sys Inc
COM
$2.8M24.2K
0.4%
+35%
Added · +6K sh
41Vanguard Intl Equity Index F
ALLWRLD EX US
$2.8M33.8K
0.4%
+3.3%
Added · +1K sh
42Old Dominion Freight Line In
COM
$2.7M12.7K
0.4%
+0.5%
Added · +57 sh
43Ebay Inc.
COM
$2.7M24.5K
0.4%
+2.3%
Added · +558 sh
44Exxon Mobil Corp
COM
$2.7M19.8K
0.4%
−1.1%
Reduced · −226 sh
45Johnson & Johnson
COM
$2.6M10.2K
0.4%
−0.1%
Reduced · −14 sh
46Ametek Inc
COM
$2.5M10.4K
0.4%
+1.1%
Added · +119 sh
47Vanguard Index FDS
S&P 500 ETF SHS
$2.5M3.7K
0.4%
Held
48Hubbell Inc
COM
$2.5M4.7K
0.4%
+4.9%
Added · +220 sh
49BlackRock Inc
COM
$2.4M2.5K
0.4%
+0.7%
Added · +18 sh
50Trane Technologies PLC
SHS
$2.3M4.6K
0.4%
+6.7%
Added · +289 sh
Showing 50 of 124 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 31, 2026124$643.4M13F-HR
Q1 2026Mar 31, 2026May 13, 2026121$560.2M13F-HR
Q4 2025Dec 31, 2025Feb 10, 2026111$554.6M13F-HR
Q3 2025Sep 30, 2025Oct 23, 2025112$542.2M13F-HR
Q2 2025Jun 30, 2025Aug 13, 202598$484.9M13F-HR
Q1 2025Mar 31, 2025May 13, 2025116$432.7M13F-HR
Q4 2024Dec 31, 2024Feb 5, 202593$480.0M13F-HR
Q3 2024Sep 30, 2024Oct 18, 202495$445.2M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.