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Portfolio (Quarterly) Guide ↗

Harfst & Associates, Inc.

· CIK 0001649147
13F Portfolio $555M AUM Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 111 New
Page 6 of 6  ·  111 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IGRO ISHARES TR 3,568.0 $295K 0.05% NEW $82.77 +6.1%
102 BAC BANK AMERICA CORP Financial Services 5,002.0 $275K 0.05% NEW $55.00 +2.2%
103 EXPD EXPEDITORS INTL WASH INC Industrials 1,771.0 $264K 0.05% NEW $149.01 +8.3%
104 PEP PEPSICO INC Consumer Defensive 1,785.0 $256K 0.05% NEW $143.52 -1.0%
105 IDEV ISHARES TR 2,975.0 $245K 0.04% NEW $82.48 +8.6%
106 VTV VANGUARD INDEX FDS 1,278.0 $244K 0.04% NEW $190.99 +13.4%
107 SUSA ISHARES TR 1,711.0 $238K 0.04% NEW $139.35 +10.0%
108 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 1,465.0 $237K 0.04% NEW $161.96 -17.3%
109 SCHD SCHWAB STRATEGIC TR 8,629.0 $237K 0.04% NEW $27.43 +16.1%
110 IWV ISHARES TR 536.0 $207K 0.04% NEW $386.85 +9.8%
111 IWP ISHARES TR 1,475.0 $202K 0.04% NEW $136.94 +3.7%
Page 6 of 6  ·  111 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 59.5%
Technology 15.0%
Industrials 8.1%
Consumer Cyclical 5.0%
Consumer Defensive 4.9%
Communication Services 2.6%
Healthcare 2.3%
Energy 1.7%
Basic Materials 1.0%