Harfst & Associates, Inc.
Annual return '25
+62.0%
SPY '25
+17.7%
Alpha
+44.3ptsvs SPY
Invested
$560.2M
Holdings
121
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$RJF
RAYMOND JAMES FINL INC
Q4 2025: Increased +3.5% (1.03M → 1.07M shares)
27.4%
02
$IVV
ISHARES TR
Q4 2025: Sold 2.3% (105.9k → 103.5k shares)
11.6%
03
$NDQ
INVESCO QQQ TR
Q4 2025: Sold 3.3% (53.0k → 51.2k shares)
5.1%
04
$VIS
VANGUARD WORLD FD
Q4 2025: Sold 3.4% (69.1k → 66.8k shares)
4.0%
05
$TBUX
T ROWE PRICE ETF INC
Q4 2025: Increased +221.9% (58.5k → 188.2k shares)
3.6%
06
$VRIG
INVESCO ACTIVELY MANAGED EXC
Q4 2025: Increased +140.2% (143.3k → 344.1k shares)
3.5%
07
$TCAF
T ROWE PRICE ETF INC
Q4 2025: Increased +10.7% (320.8k → 355.2k shares)
2.4%
08
$PG
PROCTER & GAMBLE CO
Q1 2025: Sold 1.6% (92.6k → 91.2k shares)
2.4%
09
$BSV
VANGUARD BD INDEX FDS
Q4 2025: New position (7.9k shares)
1.7%
10
$VTI
VANGUARD INDEX FDS
Q4 2025: Sold 0.6% (29.1k → 28.9k shares)
1.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:24 UTC.