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Harfst & Associates, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Harfst & Associates, Inc.
报告期 2026-03-31 · CIK 0001649147
持仓数
121
前50大市值合计
$494.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 117 项
建仓 7
增持 82
减持 19
清仓 9
方向
标的
Δ市值
现股数(环比)
建仓
QQQ
POWERSHARES QQQ
+$23.5M
64,912
减持
RJF
RAYMOND JAMES FINANCIALINCORPORATED
+$10.8M
1,142,978
-0%
清仓
—
Xilinx Inc
-$2.2M
0
-100%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
清仓
RTX
Raytheon Technologies
-$2.0M
0
-100%
减持
AAPL
APPLE INCORPORATED
-$2.0M
35,175
-23%
增持
VRIG
Invesco Variable Rate Investment Grd ETF
+$1.8M
1,269,324
+7%
增持
AMD
Advanced Micro Devices Inc
+$1.7M
18,696
+756%
增持
IVV
ISHARES CORE S&P 500 ETF
+$1.7M
110,665
+9%
建仓
—
Jacobs Engineering Group Inc
+$1.5M
10,742
建仓
—
Sanderson Farms Inc
+$1.4M
7,553
清仓
MMS
Maximus Inc
-$1.4M
0
-100%
建仓
TGT
TARGET CORP COM
+$1.4M
6,516
建仓
WSM
Williams-Sonoma Inc
+$1.3M
8,705
建仓
QCOM
Qualcomm Inc
+$1.2M
8,173
建仓
EOG
E O G Resources Inc
+$1.2M
10,102
减持
—
BARNES GROUP INCORPORATED
-$971.0K
151,398
-0%
增持
PG
PROCTER & GAMBLE COMPANY
-$912.0K
89,944
+0%
增持
BRK/B
BERKSHIRE HATHAWAYINCORPORATED DEL CLASS B NEW
+$743.0K
10,022
+7%
增持
CVX
CHEVRON CORPORATION NEW
+$537.0K
10,363
+6%
增持
CWB
SPDR Barclays Convertible Secs ETF
+$520.0K
142,272
+13%
增持
ADBE
ADOBE SYSTEMS INC COM
-$518.0K
6,985
+7%
减持
APD
AIR PRODUCTS & CHEMICALSINCORPORATED
-$518.0K
8,284
-3%
清仓
MUB
iShares National Muni Bond ETF
-$463.0K
0
-100%
减持
VTI
VANGUARD TOTAL STOCKMARKET ETF
-$366.0K
22,477
-1%
增持
—
MEDTRONIC INCORPORATED
+$361.0K
15,150
+19%
增持
VXF
VANGUARD EXTENDED MARKET ETF
-$357.0K
72,712
+7%
增持
DE
DEERE & COMPANY
+$341.0K
2,835
+16%
增持
AMZN
AMAZON.COM INC COM
+$338.0K
708
+20%
增持
EXPD
Expeditors International of WA
-$331.0K
20,987
+13%
增持
NVDA
NVIDIA CORPORATION
+$322.0K
10,808
+21%
增持
INTU
INTUIT INC COM
-$305.0K
3,899
+15%
增持
—
CHUBB CORP COM
+$291.0K
7,730
+10%
清仓
MELI
MercadoLibre Inc
-$269.0K
0
-100%
增持
AOS
A.O. Smith Corp
-$266.0K
32,624
+19%
增持
ELV
ANTHEM INCORPORATED
+$265.0K
3,923
+9%
增持
MET
MetLife Inc
+$264.0K
24,657
+5%
清仓
FBIN
Fortune Brands Home & Security Inc
-$246.0K
0
-100%
增持
VOO
VANGUARD INDEX S&P 500 ETF
-$239.0K
12,538
+1%
增持
CAT
CATERPILLAR INCORPORATED DEL
+$236.0K
7,249
+9%
增持
AMAT
APPLIED MATERIALS INC COM
-$234.0K
19,448
+9%
清仓
ITW
ILLINOIS TOOL WORKS
-$232.0K
0
-100%
清仓
IWP
iShares Russell Mid-Cap Growth
-$227.0K
0
-100%
增持
SSD
Simpson Manufacturing Co Inc
-$213.0K
14,119
+12%
清仓
PII
Polaris Inc
-$202.0K
0
-100%
增持
NKE
NIKE INCORPORATED CLASS B
-$200.0K
12,198
+10%
增持
GOOGL
GOOGLE INC
+$190.0K
958
+12%
减持
—
EXXON MOBIL CORPORATION
+$189.0K
8,991
-1%
增持
VRTX
Vertex Pharmaceuticals Inc
+$185.0K
2,303
+21%
增持
TXN
Texas Instruments
+$179.0K
13,535
+11%
减持
CMI
CUMMINS INC COM
-$178.0K
11,742
-1%
增持
ABT
ABBOTT LABS
-$164.0K
10,870
+5%
增持
—
Accenture PLC
-$164.0K
4,364
+11%
增持
RHI
Robert Half International Inc
+$154.0K
14,869
+7%
增持
PPG
PPG INDUSTRIES INC COM
-$150.0K
6,370
+12%
增持
UFPI
UFP Industries Inc
-$147.0K
21,098
+9%
增持
LAD
LITHIA MOTORS
+$147.0K
11,634
+3%
增持
UNH
UNITED HEALTH GROUP INC
+$137.0K
3,352
+7%
减持
INTC
INTEL CORPORATION
-$133.0K
10,524
-17%
增持
MSFT
MICROSOFT CORPORATION
-$133.0K
10,542
+5%
增持
RMD
ResMed Inc
-$132.0K
10,970
+2%
增持
WST
West Pharmaceutical Services Inc
-$127.0K
6,517
+9%
增持
LOW
Lowes Cos
-$123.0K
5,067
+14%
增持
LUV
SOUTHWEST AIRLINES CO COM
+$118.0K
13,018
+17%
增持
COST
COSTCO WHOLESALE CORPORATIONNEW
+$117.0K
4,556
+3%
增持
AMGN
Amgen Inc
+$112.0K
2,562
+13%
增持
GWW
GRAINGER W W INC COM
+$109.0K
2,063
+12%
增持
GNTX
Gentex Corp
-$104.0K
48,759
+11%
增持
TSLA
TESLA MTRS INCORPORATED
+$104.0K
2,509
+2%
增持
V
Visa Inc Cl A
+$103.0K
8,068
+4%
增持
SWK
STANLEY BLACK & DECKER
-$103.0K
7,783
+23%
增持
CVS
CVS Corp
+$102.0K
11,024
+12%
增持
JNJ
JOHNSON & JOHNSON
+$99.0K
6,868
+5%
增持
AN
AutoNation Inc
+$98.0K
3,122
+72%
增持
MA
Mastercard Incorporated
+$97.0K
4,895
+6%
增持
EA
Electronic Arts Inc
+$87.0K
5,374
+20%
增持
SCHW
SCHWAB CHARLES CORP COM
+$84.0K
26,661
+4%
增持
CRM
SALESFORCE.COM INC COM
-$84.0K
4,473
+10%
增持
—
EATON CORP PLC ORD
+$83.0K
2,274
+50%
增持
ADSK
AUTODESK INCORPORATED
-$83.0K
3,401
+18%
增持
CPRT
Copart Inc
-$81.0K
7,424
+11%
增持
DGX
Quest Diagnostics Inc
-$75.0K
5,438
+15%
增持
NSC
NORFOLK SOUTHERN CORP
+$74.0K
2,388
+17%
减持
SPLV
POWERSHARES ETF TRUST IIS&P 500 LOW VOLATILITY POR
-$73.0K
27,804
-2%
增持
—
BlackRock Inc
-$71.0K
2,610
+16%
减持
ABBV
ABBVIE INCORPORATED
+$64.0K
2,681
-2%
增持
FAST
FASTENAL COMPANY
+$62.0K
30,854
+12%
增持
ICE
INTERCONTINENTAL EXCHANGE
+$62.0K
7,363
+11%
增持
ECL
Ecolab Inc
-$61.0K
2,817
+18%
增持
MU
Micron Technology Inc
-$60.0K
9,673
+11%
减持
DSI
iShares MSCI KLD 400 Social
-$59.0K
9,039
-0%
增持
—
Seagen Inc Ordinary Shares
+$59.0K
3,582
+21%
增持
ORCL
ORACLE CORP COM
+$57.0K
11,338
+12%
增持
HON
HONEYWELL INTERNATIONAL INC CO M
+$57.0K
7,677
+11%
增持
CSCO
CISCO SYSTEMS INCORPORATED
-$55.0K
41,904
+11%
减持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
-$52.0K
1,573
-2%
增持
NTRS
NORTHERN TR CORP COM
+$49.0K
14,536
+6%
增持
ZTS
ZOETIS INC COM
-$47.0K
5,100
+23%
增持
ROK
Rockwell Automation Inc
-$47.0K
2,381
+16%
增持
CDNS
Cadence Design Systems Inc
+$47.0K
3,996
+22%
增持
SNA
Snap-On Incorporated
+$38.0K
6,216
+8%
增持
PH
Parker-Hannifin Corp
+$35.0K
2,655
+18%
减持
SDY
SPDR S&P DIVID ETF
-$34.0K
3,045
-7%
增持
SWKS
SKYWORKS SOLUTIONS
+$32.0K
13,391
+19%
减持
DIS
The Walt Disney Company
-$31.0K
1,613
-1%
增持
HD
HOME DEPOT INC COM
-$31.0K
1,416
+29%
增持
AWK
American Water Works Co Inc
+$31.0K
3,793
+20%
增持
—
Invesco BulletShares 2023 Corp Bd ETF
-$29.0K
79,948
+0%
减持
FEX
First Trust Large Cap Core AlphaDEX ETF
-$21.0K
2,375
-5%
减持
BAC
BANK OF AMERICA CORP COM
-$18.0K
5,002
-1%
减持
—
Invesco BulletShares 2022 Corp Bd ETF
-$16.0K
102,028
-0%
减持
IWV
ISHARES RUSSELL 3000 ETF
-$12.0K
797
-0%
增持
FDX
Fedex Corporation
-$11.0K
3,798
+10%
增持
MCHP
Microchip Technology Inc
+$8.0K
9,661
+17%
减持
MRK
Merck & Co Inc New
+$8.0K
4,184
-4%
增持
ADP
Auto Data Processing
+$5.0K
8,193
+9%
增持
GOOG
GOOGLE INC
-$4.0K
77
+1%
增持
UPS
UNITED PARCEL SERVICE CL B
+$2.0K
1,927
+0%