Harfst & Associates, Inc. has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing lists a total of 122 distinct positions held by the firm.
The top holdings in the portfolio include large-cap technology and industrial names. Apple Inc. is the largest position, with 11,674,362 shares. Microsoft Corporation follows with 6,651,956 shares, while NVIDIA Corporation holds 7,625,866 shares. Other significant holdings include Procter & Gamble Co. with 13,383,177 shares, Amazon.com Inc. with 4,955,843 shares, and Costco Wholesale Corporation with 3,626,716 shares.
Harfst & Associates also holds substantial positions in various exchange-traded funds (ETFs). The Invesco Actively Managed Exchange-Traded Fund is the largest ETF holding, with 1,004,561 shares. The iShares Core S&P 500 ETF is the second-largest ETF holding, with 74,041,539 shares. Other notable ETF holdings include the iShares Core S&P 500 ETF and the Vanguard S&P 500 ETF Shares.
The filing indicates that all positions are held in a Sole voting capacity with no shared investment power.
