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| Harfst and Associates Inc
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|---|---|
| CRD # | 145090 |
| SEC # | 801-71661 |
| CIK # | 0001649147 |
| AUM | 783.2 M (2026-03-25) |
| Employees | 8 (25% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 307-218-5667 |
| Address | 1949 Sugarland Drive Sheridan, WY 82801 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001649147 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Raymond James Financial Inc | 153.7 | ||
| Procter & Gamble Co | 13.2 | ||
| Apple Inc | 8.9 | ||
| Lithia Motors Inc | 6.1 | ||
| Nvidia Corp | 6.0 | ||
| Alphabet Inc | 4.9 | ||
| Applied Materials Inc /DE | 4.9 | ||
| Lam Research Corp | 4.9 | ||
| Microsoft Corp | 4.6 | ||
| Advanced Micro Devices Inc | 4.3 | ||
| Costco Wholesale Corp /NEW | 4.0 | ||
| Amazon Com Inc | 3.9 | ||
| Monolithic Power Systems Inc | 3.6 | ||
| Cummins Inc | 3.5 | ||
| KLA Tencor Corp | 3.3 | ||
| Northern Trust Corp | 3.2 | ||
| Schwab Charles Corp | 3.0 | ||
| Fastenal Co | 2.9 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 369 | 114.1 |
| (b) Individuals (high net worth individuals) | 130 | 591.7 |
| (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 | 15 | 14.1 |
| (h) Charitable organizations | 20 | 58.2 |
| (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 | 5 | 5.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,539 | 783.2 |
| By Discretionary | ||
| Discretionary | 1,538 | 783.2 |
| Non-Discretionary | 1 | 0.0 |
| Total | 1,539 | 783.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 783.2 | |
| Total | 1,539 | 783.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001649147] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
The Helmstar Group LLC
✚
|
ID | 785.6 M |
|
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✚
|
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|
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Bellwether Advisors LLC
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Augustine Asset Management Inc
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Clarity Capital KCPS Ltd
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|
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|
Sierra Summit Advisors LLC
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