MondegarAI
Harfst & Associates, Inc.

Q1 2026 · 13F-HR

Harfst & Associates, Inc.holdings as filed

Filed 2026-05-13 · accession 0001172661-26-001743

$560.2M
Reported value
121
Positions
2026-03-31
Period end
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The Brief · Harfst & Associates, Inc. · Q1 2026

AI · grounded in 13F

Harfst & Associates, Inc. closed its position in AKRE, reducing its exposure by $3.51M. The fund established new positions in EEM and [[stock:VEU], valued at $2.54M and $2.45M respectively. Additionally, the firm increased its holdings in BSV by 1422.78% and VRIG by 129.51%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
754730109RJFRAYMOND JAMES FINL INC$153.7M27.4%1,061,208CommonNONE
464287200IVVISHARES TR$65.1M11.6%99,673CommonNONE
46090E103QQQINVESCO QQQ TR$28.7M5.13%49,811CommonNONE
92204A603VISVANGUARD WORLD FD$22.6M4.03%72,380CommonNONE
87283Q701TBUXT ROWE PRICE ETF INC$20.4M3.64%409,793CommonNONE
46090A879VRIGINVESCO ACTIVELY MANAGED EXC$19.8M3.53%789,727CommonNONE
87283Q867TCAFT ROWE PRICE ETF INC$13.2M2.36%372,015CommonNONE
742718109PGPROCTER & GAMBLE CO$13.2M2.36%91,517CommonNONE
921937827BSVVANGUARD BD INDEX FDS$9.4M1.68%120,193CommonNONE
922908769VTIVANGUARD INDEX FDS$9.2M1.65%28,797CommonNONE
037833100AAPLAPPLE INC$8.9M1.59%35,013CommonNONE
922908652VXFVANGUARD INDEX FDS$6.9M1.23%33,357CommonNONE
536797103LADLITHIA MTRS INC$6.1M1.10%24,574CommonNONE
67066G104NVDANVIDIA CORPORATION$6.0M1.08%34,569CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$5.1M0.91%61,706CommonNONE
02079K305GOOGLALPHABET INC$4.9M0.88%17,148CommonNONE
038222105AMATAPPLIED MATLS INC$4.9M0.87%14,211CommonNONE
512807306LRCXLAM RESEARCH CORP$4.9M0.87%22,703CommonNONE
594918104MSFTMICROSOFT CORP$4.6M0.82%12,381CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$4.3M0.76%21,020CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$4.3M0.76%8,913CommonNONE
22160K105COSTCOSTCO WHOLESALE CORPORATION$4.0M0.71%3,968CommonNONE
023135106AMZNAMAZON COM INC$3.9M0.70%18,900CommonNONE
609839105MPWRMONOLITHIC PWR SYS INC$3.6M0.64%3,288CommonNONE
231021106CMICUMMINS INC$3.5M0.63%6,565CommonNONE
30231G102XOMEXXON MOBIL CORP$3.4M0.61%19,988CommonNONE
482480100KLACKLA CORP$3.3M0.59%2,253CommonNONE
665859104NTRSNORTHERN TR CORP$3.2M0.58%23,103CommonNONE
808513105SCHWSCHWAB CHARLES CORP$3.0M0.54%31,942CommonNONE
311900104FASTFASTENAL CO$2.9M0.51%61,859CommonNONE
032095101APHAMPHENOL CORP$2.9M0.51%22,673CommonNONE
92826C839VVISA INC$2.7M0.48%8,956CommonNONE
03820C105AITAPPLIED INDL TECHNOLOGIES IN$2.7M0.48%10,113CommonNONE
464287234EEMISHARES TR$2.5M0.45%44,755CommonNONE
882508104TXNTEXAS INSTRS INC$2.5M0.45%12,845CommonNONE
478160104JNJJOHNSON & JOHNSON$2.5M0.44%10,166CommonNONE
679580100ODFLOLD DOMINION FREIGHT LINE IN$2.5M0.44%12,595CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$2.5M0.44%32,677CommonNONE
931142103WMTWALMART INC$2.3M0.42%18,882CommonNONE
09290D101BLKBLACKROCK INC$2.3M0.42%2,436CommonNONE
617446448MSMORGAN STANLEY$2.3M0.41%13,926CommonNONE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$2.3M0.41%34,153CommonNONE
031100100AMEAMETEK INC$2.2M0.39%10,311CommonNONE
443510607HUBBHUBBELL INC$2.2M0.39%4,478CommonNONE
922908363VOOVANGUARD INDEX FDS$2.2M0.39%3,671CommonNONE
278642103EBAYEBAY INC.$2.2M0.39%23,922CommonNONE
369604301GEGE AEROSPACE$2.2M0.38%7,582CommonNONE
30303M102METAMETA PLATFORMS INC$2.2M0.38%3,760CommonNONE
166764100CVXCHEVRON CORPORATION$2.1M0.38%10,204CommonNONE
85208R101CEFSPROTT ASSET MANAGEMENT LP$2.1M0.38%44,073CommonNONE
03076C106AMPAMERIPRISE FINL INC$2.1M0.37%4,704CommonNONE
149123101CATCATERPILLAR INC$2.1M0.37%2,905CommonNONE
384109104GGGGRACO INC$2.0M0.36%24,089CommonNONE
693718108PCARPACCAR INC$2.0M0.36%17,409CommonNONE
573284106MLMMARTIN MARIETTA MATLS INC$2.0M0.36%3,391CommonNONE
260003108DOVDOVER CORP$2.0M0.35%9,399CommonNONE
929160109VMCVULCAN MATLS CO$1.9M0.34%6,954CommonNONE
461202103INTUINTUIT$1.9M0.33%4,337CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.8M0.33%3,759CommonNONE
718546104PSXPHILLIPS 66$1.8M0.33%10,018CommonNONE
64110L106NFLXNETFLIX INC.$1.8M0.32%18,867CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$1.8M0.32%4,343CommonNONE
46982L108JJACOBS SOLUTIONS INC$1.8M0.31%13,764CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$1.7M0.30%3,610CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$1.4M0.26%2CommonNONE
532457108LLYELI LILLY & CO$1.4M0.25%1,529CommonNONE
219350105GLWCORNING INC$1.4M0.25%10,286CommonNONE
17275R102CSCOCISCO SYS INC$1.4M0.25%17,954CommonNONE
701094104PHPARKER-HANNIFIN CORP$1.4M0.24%1,531CommonNONE
032654105ADIANALOG DEVICES INC$1.3M0.23%4,123CommonNONE
05722G100BKRBAKER HUGHES COMPANY$1.3M0.23%21,173CommonNONE
11135F101AVGOBROADCOM INC$1.3M0.23%4,130CommonNONE
872540109TJXTJX COS INC NEW$1.3M0.23%7,904CommonNONE
651639106NEMNEWMONT CORP$1.2M0.22%11,490CommonNONE
443201108HWMHOWMET AEROSPACE INC$1.2M0.22%5,309CommonNONE
84265V105SCCOSOUTHERN COPPER CORP$1.2M0.22%7,103CommonNONE
88160R101TSLATESLA INC$1.2M0.21%3,134CommonNONE
00724F101ADBEADOBE INC$1.2M0.21%4,747CommonNONE
464288570DSIISHARES TR$896,2010.16%7,395CommonNONE
464287614IWFISHARES TR$880,9430.16%2,066CommonNONE
001055102AFLAFLAC INC$849,4850.15%7,743CommonNONE
654484609NBNIOCORP DEVS LTD$849,2740.15%190,420CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$847,0350.15%11,581CommonNONE
85208P402SETMSPROTT FDS TR$735,2030.13%22,225CommonNONE
743315103PGRPROGRESSIVE CORP$692,3800.12%3,493CommonNONE
46428Q109SLVISHARES SILVER TR$661,7080.12%9,711CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$640,0390.11%16,659CommonNONE
79466L302CRMSALESFORCE INC$627,1280.11%3,360CommonNONE
64110D104NTAPNETAPP INC$624,0800.11%6,095CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$618,1480.11%19,966CommonNONE
235851102DHRDANAHER CORP DEL$616,7690.11%3,253CommonNONE
81762P102NOWSERVICENOW INC$586,5260.10%5,610CommonNONE
94106L109WMWASTE MGMT INC DEL$586,5030.10%2,552CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$574,0360.10%3,876CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$571,3300.10%5,128CommonNONE
00287Y109ABBVABBVIE INC$570,0420.10%2,621CommonNONE
97717W208DHSWISDOMTREE TR$550,0320.10%5,036CommonNONE
78463V107GLDSPDR GOLD TR$549,0510.10%1,276CommonNONE
217204106CPRTCOPART INC$538,4380.10%16,218CommonNONE
78409V104SPGIS&P GLOBAL INC$503,8390.09%1,185CommonNONE
172908105CTASCINTAS CORP$484,7560.09%2,866CommonNONE
25754A201DPZDOMINOS PIZZA INC$460,0980.08%1,282CommonNONE
26875P101EOGEOG RES INC$433,7630.08%3,000CommonNONE
02079K107GOOGALPHABET INC$417,3820.07%1,455CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$380,1940.07%1,125CommonNONE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$375,8970.07%578CommonNONE
78464A763SDYSPDR SERIES TRUST$357,5530.06%2,450CommonNONE
718172109PMPHILIP MORRIS INTL INC$328,6960.06%1,988CommonNONE
46435G524IGROISHARES TR$299,9650.05%3,581CommonNONE
548661107LOWLOWES COS INC$283,3000.05%1,199CommonNONE
713448108PEPPEPSICO INC$277,1930.05%1,785CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$276,9490.05%9,027CommonNONE
58733R102MELIMERCADOLIBRE INC$259,3530.05%150CommonNONE
19260Q107COINCOINBASE GLOBAL INC$257,0260.05%1,472CommonNONE
002824100ABTABBOTT LABORATORIES$256,7780.05%2,501CommonNONE
922908744VTVVANGUARD INDEX FDS$250,7440.04%1,278CommonNONE
46435G326IDEVISHARES TR$248,6210.04%2,975CommonNONE
060505104BACBANK AMERICA CORP$243,8480.04%5,002CommonNONE
594972408MSTRSTRATEGY INC$243,3600.04%1,950CommonNONE
464288802SUSAISHARES TR$226,0240.04%1,711CommonNONE
580135101MCDMCDONALDS CORP$215,1360.04%692CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.