$347 Million is the total value of Harfst & Associates, Inc.'s 98 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2022 |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-13
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
RAYMOND JAMES FINL INC | 37 | Q2 2024 | 49.7% |
ISHARES TR | 37 | Q2 2024 | 15.5% |
PROCTER & GAMBLE COMPANY | 37 | Q2 2024 | 5.1% |
VANGUARD INDEX FDS | 37 | Q2 2024 | 9.1% |
VANGUARD INDEX S&P 500 ETF | 37 | Q2 2024 | 3.0% |
SPDR S&P DIVID ETF | 37 | Q2 2024 | 5.9% |
SCHWAB STRATEGIC TR | 37 | Q2 2024 | 4.6% |
APPLE INCORPORATED | 37 | Q2 2024 | 2.2% |
MICROSOFT CORPORATION | 37 | Q2 2024 | 1.4% |
BERKSHIRE HATHAWAYINCORPORATED DEL CLASS B NEW | 37 | Q2 2024 | 1.1% |
View Harfst & Associates, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR/A | 2024-08-01 |
13F-HR | 2024-08-01 |
N-PX | 2024-07-25 |
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 |
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.