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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 113 项
建仓 30
增持 17
减持 59
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
RJF
RAYMOND JAMES FINL INC
-$30.3M
1,040,956
-8%
清仓
—
BARNES GROUP INC
-$5.2M
0
-100%
减持
LAD
LITHIA MTRS INC
-$2.4M
28,608
-6%
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。
增持
QQQ
INVESCO QQQ TR
-$2.1M
53,160
+0%
减持
WST
WEST PHARMACEUTICAL SVSC INC
-$1.7M
3,732
-51%
增持
TCAF
T ROWE PRICE ETF INC
+$1.6M
124,996
+72%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$1.6M
2
减持
RMD
RESMED INC
-$1.6M
4,899
-58%
减持
NVDA
NVIDIA CORPORATION
-$1.5M
54,733
-2%
减持
ADI
ANALOG DEVICES INC
-$1.5M
5,528
-55%
减持
GWW
GRAINGER W W INC
-$1.5M
996
-58%
减持
UFPI
UFP INDUSTRIES INC
-$1.5M
11,276
-52%
减持
SSD
SIMPSON MFG INC
-$1.4M
7,831
-50%
减持
ENSG
ENSIGN GROUP INC
-$1.3M
6,867
-59%
减持
GNTX
GENTEX CORP
-$1.3M
35,170
-53%
减持
TRV
TRAVELERS COMPANIES INC
-$1.3M
3,898
-60%
减持
AOS
SMITH A O CORP
-$1.3M
14,439
-55%
增持
IVV
ISHARES TR
-$1.3M
108,241
+3%
减持
ABT
ABBOTT LABS
-$1.2M
6,973
-63%
减持
NKE
NIKE INC
-$1.2M
11,406
-55%
减持
AAPL
APPLE INC
-$1.1M
38,302
-1%
减持
EXPD
EXPEDITORS INTL WASH INC
-$1.1M
10,207
-52%
建仓
APH
AMPHENOL CORP NEW
+$1.0M
15,734
减持
NOW
SERVICENOW INC
-$1.0M
3,361
-4%
建仓
AME
AMETEK INC
+$985.0K
5,722
建仓
MLM
MARTIN MARIETTA MATLS INC
+$978.3K
2,046
建仓
MSTR
MICROSTRATEGY INC
+$868.3K
3,012
减持
MSFT
MICROSOFT CORP
-$800.1K
12,764
-4%
减持
GOOGL
ALPHABET INC
-$796.4K
21,978
-1%
建仓
WMT
WALMART INC
+$780.9K
8,895
建仓
APO
APOLLO GLOBAL MGMT INC
+$745.0K
5,440
建仓
EBAY
EBAY INC.
+$724.6K
10,699
建仓
GE
GE AEROSPACE
+$721.7K
3,606
建仓
AFL
AFLAC INC
+$718.1K
6,458
建仓
NFLX
NETFLIX INC
+$701.3K
752
建仓
CTAS
CINTAS CORP
+$697.6K
3,394
建仓
DHR
DANAHER CORPORATION
+$676.1K
3,298
建仓
DPZ
DOMINOS PIZZA INC
+$673.1K
1,465
建仓
PSX
PHILLIPS 66
+$672.8K
5,449
建仓
WM
WASTE MGMT INC DEL
+$672.8K
2,906
建仓
ISRG
INTUITIVE SURGICAL INC
+$671.6K
1,356
建仓
MS
MORGAN STANLEY
+$657.6K
5,636
建仓
DOV
DOVER CORP
+$654.2K
3,724
建仓
HUBB
HUBBELL INC
+$653.9K
1,976
建仓
J
JACOBS SOLUTIONS INC
+$647.9K
5,359
建仓
NTAP
NETAPP INC
+$635.4K
7,234
增持
CPRT
COPART INC
+$628.2K
15,512
+257%
减持
AMZN
AMAZON COM INC
-$626.9K
18,764
-2%
建仓
KLAC
KLA CORP
+$624.7K
919
建仓
—
TRANE TECHNOLOGIES PLC
+$623.6K
1,851
建仓
MCD
MCDONALDS CORP
+$620.7K
1,987
建仓
SPGI
S&P GLOBAL INC
+$618.4K
1,217
建仓
IBKR
INTERACTIVE BROKERS GROUP IN
+$607.2K
3,667
建仓
PCAR
PACCAR INC
+$606.0K
6,224
减持
TSLA
TESLA INC
-$603.5K
3,454
-7%
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$601.6K
1,209
减持
VTI
VANGUARD INDEX FDS
-$547.6K
29,328
-1%
减持
CMI
CUMMINS INC
-$517.4K
9,665
-5%
减持
AMD
ADVANCED MICRO DEVICES INC
-$484.1K
25,447
-1%
增持
CRM
SALESFORCE INC
-$466.7K
7,716
+2%
增持
ADBE
ADOBE INC
-$436.9K
7,748
+1%
减持
AMAT
APPLIED MATLS INC
-$339.5K
16,624
-2%
减持
AIT
APPLIED INDL TECHNOLOGIES IN
-$338.3K
12,988
-5%
建仓
VMC
VULCAN MATLS CO
+$260.8K
1,118
减持
CVX
CHEVRON CORP NEW
+$254.3K
12,221
-1%
清仓
GOOG
ALPHABET INC
-$246.6K
0
-100%
清仓
COLM
COLUMBIA SPORTSWEAR CO
-$234.2K
0
-100%
减持
BLK
BLACKROCK INC
-$233.5K
2,878
-0%
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$222.2K
0
-100%
增持
AMP
AMERIPRISE FINL INC
-$221.8K
4,872
+1%
清仓
DLB
DOLBY LABORATORIES INC
-$213.8K
0
-100%
清仓
LFUS
LITTELFUSE INC
-$211.6K
0
-100%
减持
V
VISA INC
+$211.5K
10,486
-4%
清仓
IWV
ISHARES TR
-$204.2K
0
-100%
减持
META
META PLATFORMS INC
-$187.0K
4,057
-6%
减持
TXN
TEXAS INSTRS INC
-$178.1K
13,854
-3%
增持
VIS
VANGUARD WORLD FD
+$153.3K
64,837
+4%
减持
NTRS
NORTHERN TR CORP
-$152.3K
27,548
-2%
减持
SCHW
SCHWAB CHARLES CORP
+$147.0K
43,640
-1%
减持
—
EXXON MOBIL CORP
-$136.0K
25,039
-14%
减持
PGR
PROGRESSIVE CORP
+$126.0K
8,683
-11%
增持
EOG
EOG RES INC
+$119.9K
15,071
+2%
减持
MPWR
MONOLITHIC PWR SYS INC
-$107.3K
3,271
-3%
减持
—
ACCENTURE PLC IRELAND
-$94.7K
974
-14%
增持
VXF
VANGUARD INDEX FDS
-$91.9K
5,203
+0%
增持
VTV
VANGUARD INDEX FDS
+$91.2K
2,096
+31%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$79.7K
9,249
-16%
减持
DSI
ISHARES TR
-$75.3K
7,494
-2%
减持
MRK
MERCK & CO INC
-$72.8K
3,138
-12%
减持
HON
HONEYWELL INTL INC
-$70.8K
1,379
-14%
增持
PM
PHILIP MORRIS INTL INC
+$70.4K
1,771
+1%
减持
MET
METLIFE INC
-$69.3K
4,318
-15%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$67.0K
2,934
-24%
减持
FAST
FASTENAL CO
-$62.7K
33,960
-9%
增持
INTU
INTUIT
-$56.9K
4,488
+0%
增持
LRCX
LAM RESEARCH CORP
+$54.0K
27,423
+2%
减持
QCOM
QUALCOMM INC
-$49.3K
1,832
-15%
减持
JNJ
JOHNSON & JOHNSON
+$43.2K
11,438
-11%
减持
APD
AIR PRODS & CHEMS INC
-$43.1K
1,043
-14%
减持
UNH
UNITEDHEALTH GROUP INC
-$42.2K
701
-13%
减持
SCHM
SCHWAB STRATEGIC TR
-$41.5K
25,043
-1%
减持
SUSA
ISHARES TR
-$40.1K
1,891
-11%
减持
COST
COSTCO WHSL CORP NEW
+$37.0K
4,484
-2%
减持
CSCO
CISCO SYS INC
-$35.9K
6,413
-12%
增持
ONEQ
FIDELITY COMWLTH TR
-$33.5K
4,504
+1%
增持
ODFL
OLD DOMINION FREIGHT LINE IN
-$29.2K
11,722
+5%
减持
SDY
SPDR SER TR
-$24.7K
2,695
-9%
减持
LOW
LOWES COS INC
-$22.6K
1,298
-2%
减持
BAC
BANK AMERICA CORP
-$13.0K
5,002
-1%
减持
ELV
ELEVANCE HEALTH INC
+$12.3K
803
-12%
减持
PG
PROCTER AND GAMBLE CO
+$11.9K
91,181
-2%
减持
—
MEDTRONIC PLC
-$11.4K
2,442
-16%
增持
GGG
GRACO INC
+$9.5K
25,240
+1%
