SEC 13F Intelligence

Managers / Q2 2021 · view latest →

Harfst & Associates, Inc.

CIK 0001649147 · 1949 SUGARLAND DRIVE, #220, SHERIDAN, WY, 82801 · 307-218-5667

Reported Value
$345M
Q2 2021
Positions
131
Filings on Record
31
2019–present window
Filed
Aug 11, 2021
original filing

Summary

Harfst & Associates, Inc. reported $345M in U.S.-listed holdings across 131 positions for Q2 2021.

The portfolio is heavily concentrated: RJF alone accounts for 28.7% of reported value.

Compared with Q1 2021, the fund opened 9 new positions and exited 17.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $209MQ4 ’18Q1 ’19: $234MQ2 ’19: $245MQ3 ’19: $243MQ4 ’19: $260MQ4 ’19Q1 ’20: $197MQ2 ’20: $233MQ3 ’20: $236MQ4 ’20: $272MQ4 ’20Q1 ’21: $332MQ2 ’21: $345MQ3 ’21: $362MQ4 ’21: $393MQ4 ’21Q1 ’22: $431MQ2 ’22: $352MQ3 ’22: $333MQ4 ’22: $346.7BQ4 ’22Q1 ’23: $349MQ2 ’23: $376MQ3 ’23: $356MQ4 ’23: $379MQ4 ’23Q1 ’24: $212MQ2 ’24: $429MQ3 ’24: $445MQ4 ’24: $480MQ4 ’24Q1 ’25: $433MQ2 ’25: $485MQ3 ’25: $542MQ4 ’25: $555MQ4 ’25Q1 ’26: $560Mfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q2 2021

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$560M121May 13, 202613F-HRchanges · EDGAR ↗
Q4 2025$555M111Feb 10, 202613F-HRchanges · EDGAR ↗
Q3 2025$542M112Oct 23, 202513F-HRchanges · EDGAR ↗
Q2 2025$485M98Aug 13, 202513F-HRchanges · EDGAR ↗
Q1 2025$433M116May 13, 202513F-HRchanges · EDGAR ↗
Q4 2024$480M93Feb 5, 202513F-HRchanges · EDGAR ↗
Q3 2024$445M95Oct 18, 202413F-HRchanges · EDGAR ↗
Q2 2024$429M104Aug 1, 202413F-HRchanges · EDGAR ↗
Q1 2024$212M30Apr 22, 202413F-HRchanges · EDGAR ↗
Q4 2023$379M88Feb 7, 202413F-HRchanges · EDGAR ↗
Q3 2023$356M91Nov 7, 202313F-HRchanges · EDGAR ↗
Q2 2023$376M90Aug 7, 202313F-HRchanges · EDGAR ↗
Q1 2023$349M100May 10, 202313F-HRchanges · EDGAR ↗
Q4 2022$346.7B98Feb 13, 202313F-HRchanges · EDGAR ↗
Q3 2022$333M100Oct 28, 202213F-HRchanges · EDGAR ↗
Q2 2022$352M108Jul 28, 202213F-HRchanges · EDGAR ↗
Q1 2022$431M119Apr 28, 202213F-HRchanges · EDGAR ↗
Q4 2021$393M121Feb 7, 202213F-HRchanges · EDGAR ↗
Q3 2021$362M127Oct 28, 202113F-HRchanges · EDGAR ↗
Q2 2021$345M131Aug 11, 202113F-HRchanges · EDGAR ↗
Q1 2021$332M139May 10, 202113F-HRchanges · EDGAR ↗
Q4 2020$272M110Jan 25, 202113F-HRchanges · EDGAR ↗
Q3 2020$236M107Nov 4, 202013F-HRchanges · EDGAR ↗
Q2 2020$233M102Aug 7, 202013F-HRchanges · EDGAR ↗
Q1 2020$197M98May 5, 202013F-HRchanges · EDGAR ↗
Q4 2019$260M100Feb 14, 202013F-HRchanges · EDGAR ↗
Q3 2019$243M95Nov 14, 201913F-HRchanges · EDGAR ↗
Q2 2019$245M93Aug 14, 201913F-HRchanges · EDGAR ↗
Q1 2019$234M95May 1, 201913F-HRchanges · EDGAR ↗
Q4 2018$209M90Feb 6, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.