Harfst and Associates Inc

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
Latest Filings
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Harfst and Associates Inc
CRD #145090
SEC #801-71661
CIK #0001649147
AUM $433.4 MM (93% Disc, 100% US, 2020-06-30)
Employees 7 (43% Investors, 0% Brokers)
Phone541-488-2634
Address1970 Ashland Street
Ashland, OR 97520
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
4503602701809002008201220162021
Sector Form 13F Holdings Cap ($MM) Value ($MM)
RJF 10,360.0 68.5
PG 229,010.0 12.0
AAPL 674,750.0 5.3
ALSN 5,690.0 2.8
MSFT 747,660.0 2.0
LAD 1,800.0 1.9
BRKA 1.7
B 2,750.0 1.7
NVDA 78,070.0 1.6
TSLA 51,580.0 1.4
View All
Holdings by Sector ($MM)
3002401801206002015201720192021
EDGAR Form CIK 2011 - 2021
13F-HR [0001649147]
Comparable Firms State AUM ($BB)
Beacon Capital Management LLC
TN 0.4
Sherrill & Hutchins Financial Advisory Inc
GA 0.4
Global View Capital Management Ltd
WI 0.4
Austin Private Wealth LLC
TX 0.4
Busey Capital Management Inc
IL 0.4
CWH Capital Management Inc
WA 0.4
Cadent Capital Advisors LLC
OK 0.4
Demming Financial Services Corp
OH 0.4
Silver Heights Capital Management Inc
0.4
Dorsey & Company Inc
LA 0.4
Terms | Privacy | Guide
tony@aum13f.com