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| Happy Holidays!! thanks for using AUM13F!! |
| Harfst and Associates Inc
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| CRD # | 145090 |
| SEC # | 801-71661 |
| CIK # | 0001649147 |
| AUM | $721.7 M (2025-07-15) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 307-218-5667 |
| Address | 1949 Sugarland Drive Sheridan, WY 82801 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Raymond James Financial Inc | 159.1 | ||
| Procter & Gamble Co | 14.5 | ||
| Lithia Motors Inc | 9.4 | ||
| Apple Inc | 7.4 | ||
| Nvidia Corp | 6.1 | ||
| Microsoft Corp | 6.1 | ||
| Amazon Com Inc | 3.7 | ||
| Costco Wholesale Corp /NEW | 3.7 | ||
| Advanced Micro Devices Inc | 3.4 | ||
| Alphabet Inc | 3.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 127 | 28.5 |
| (b) Individuals (high net worth individuals) | 208 | 604.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 160 | 37.7 |
| (h) Charitable organizations | 17 | 47.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 4.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,531 | 721.7 |
| By Discretionary | ||
| Discretionary | 1,530 | 721.7 |
| Non-Discretionary | 1 | 0.0 |
| Total | 1,531 | 721.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 721.7 | |
| Total | 1,531 | 721.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001649147] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Torray Investment Partners LLC
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|
MD | 0.7 |
|
Nesteggs Retirement Plan Services Inc
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|
FL | 0.7 |
|
Trubee Wealth Advisors Inc
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NY | 0.7 |
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Park Place Capital Corporation
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AL | 0.7 |
|
Atlas Wealth LLC
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OH | 0.7 |
|
AssetBuilder Inc
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TX | 0.7 |
|
Second Line Capital LLC
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LA | 0.7 |
|
New World Advisors LLC
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|
MA | 0.7 |
|
Benchmark Financial Wealth Advisors LLC
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|
FL | 0.7 |
|
Mayfair Advisory Group LLC
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|
AL | 0.7 |