$247 Million is the total value of Harfst & Associates, Inc.'s 83 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SWKS | New | SKYWORKS SOLUTIONSINCORPORATED | $352,000 | – | 3,710 | +100.0% | 0.14% | – |
| FAST | New | FASTENAL COMPANY | $350,000 | – | 6,413 | +100.0% | 0.14% | – |
| AAN | New | AARONS INCORPORATED COM PAR$0.50 | $349,000 | – | 8,769 | +100.0% | 0.14% | – |
| BDX | New | BECTON DICKINSON & CO COM | $239,000 | – | 1,120 | +100.0% | 0.10% | – |
| CAT | New | CATERPILLAR INCORPORATED DEL | $228,000 | – | 1,449 | +100.0% | 0.09% | – |
| GOOGL | New | GOOGLE INCORPORATED CLASS Acap stk cl a | $215,000 | – | 205 | +100.0% | 0.09% | – |
| ABBV | New | ABBVIE INCORPORATED | $214,000 | – | 2,220 | +100.0% | 0.09% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-02-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| RAYMOND JAMES FINL INC | 34 | Q3 2023 | 49.7% |
| ISHARES TR | 34 | Q3 2023 | 15.5% |
| PROCTER & GAMBLE COMPANY | 34 | Q3 2023 | 5.1% |
| VANGUARD INDEX FDS | 34 | Q3 2023 | 9.1% |
| VANGUARD INDEX S&P 500 ETF | 34 | Q3 2023 | 3.0% |
| SPDR S&P DIVID ETF | 34 | Q3 2023 | 5.9% |
| SCHWAB STRATEGIC TR | 34 | Q3 2023 | 4.6% |
| APPLE INCORPORATED | 34 | Q3 2023 | 2.2% |
| MICROSOFT CORPORATION | 34 | Q3 2023 | 1.4% |
| BERKSHIRE HATHAWAYINCORPORATED DEL CLASS B NEW | 34 | Q3 2023 | 1.1% |
View Harfst & Associates, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-22 |
| 13F-HR | 2024-02-07 |
| 13F-HR | 2023-11-07 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-10-28 |
| 13F-HR | 2022-07-28 |
| 13F-HR | 2022-04-28 |
| 13F-HR | 2022-02-07 |
View Harfst & Associates, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.