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Portfolio (Quarterly) Guide ↗

Harfst & Associates, Inc.

· CIK 0001649147
13F Portfolio $560M AUM 121 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 15 New 40 Added 44 Reduced 5 Exited
Page 7 of 7  ·  121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MCD MCDONALDS CORP Consumer Cyclical 692.0 $215K 0.04% -3K -81.7% $310.89 -10.4%
Page 7 of 7  ·  121 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 56.5%
Technology 15.4%
Industrials 9.2%
Consumer Defensive 5.5%
Consumer Cyclical 4.3%
Communication Services 2.5%
Energy 2.5%
Healthcare 2.4%
Basic Materials 1.7%