Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
RAYMOND JAMES FINL INC | 1,127,411 | -1,660 | $144,782 |
RJF | 1,127,411 | -1,660 | $144,782 |
PROCTER AND GAMBLE CO | 92,787 | +717 | $15,055 |
PG | 92,787 | +717 | $15,055 |
VANGUARD INDEX FDS (VTI) | 30,389 | -821 | $7,898 |
VTI | 30,389 | -821 | $7,898 |
SCHWAB CHARLES CORP | 45,542 | -490 | $3,295 |
SCHW | 45,542 | -490 | $3,295 |
SIMPSON MFG INC | 14,512 | -2,737 | $2,978 |
SSD | 14,512 | -2,737 | $2,978 |
VISA INC | 10,186 | -1,184 | $2,843 |
V | 10,186 | -1,184 | $2,843 |
UFP INDUSTRIES INC | 22,221 | -2,996 | $2,733 |
UFPI | 22,221 | -2,996 | $2,733 |
WEST PHARMACEUTICAL SVSC INC | 6,827 | -153 | $2,702 |
WST | 6,827 | -153 | $2,702 |
VANGUARD INDEX FDS (VXF) | 15,095 | -1,425 | $2,646 |
VXF | 15,095 | -1,425 | $2,646 |
TEXAS INSTRS INC | 14,954 | +1,421 | $2,605 |
TXN | 14,954 | +1,421 | $2,605 |
SMITH A O CORP | 29,008 | -314 | $2,595 |
AOS | 29,008 | -314 | $2,595 |
UNITEDHEALTH GROUP INC | 5,114 | +426 | $2,530 |
UNH | 5,114 | +426 | $2,530 |
RESMED INC | 12,319 | +1,492 | $2,440 |
RMD | 12,319 | +1,492 | $2,440 |
VANGUARD INDEX FDS (VOO) | 4,330 | +25 | $2,081 |
VOO | 4,330 | +25 | $2,081 |
VANGUARD WORLD FD (VIS) | 7,233 | +7,233 | $1,766 |
VIS | 7,233 | +7,233 | $1,766 |
SALESFORCE INC | 5,337 | +5,337 | $1,607 |
CRM | 5,337 | +5,337 | $1,607 |
SERVICENOW INC | 2,096 | +2,096 | $1,598 |
NOW | 2,096 | +2,096 | $1,598 |
THE CIGNA GROUP | 4,342 | +4,342 | $1,577 |
CI | 4,342 | +4,342 | $1,577 |
TRAVELERS COMPANIES INC | 6,815 | +6,815 | $1,568 |
TRV | 6,815 | +6,815 | $1,568 |
PROGRESSIVE CORP | 7,491 | +7,491 | $1,549 |
PGR | 7,491 | +7,491 | $1,549 |
QUALCOMM INC | 6,771 | -9,495 | $1,146 |
QCOM | 6,771 | -9,495 | $1,146 |
TESLA INC | 4,709 | -190 | $828 |
TSLA | 4,709 | -190 | $828 |
SCHWAB STRATEGIC TR | 8,853 | -150 | $721 |
SCHM | 8,853 | -150 | $721 |
VERTEX PHARMACEUTICALS INC | 1,022 | -14 | $427 |
VRTX | 1,022 | -14 | $427 |
SPDR SER TR (SDY) | 3,040 | -5 | $399 |
SDY | 3,040 | -5 | $399 |
ROCKWELL AUTOMATION INC | 1,144 | -16 | $333 |
ROK | 1,144 | -16 | $333 |
SPDR S&P 500 ETF TR (SPY) | 500 | UNCH | $262 |
SPY | 500 | UNCH | $262 |
VANGUARD INDEX FDS (VTV) | 1,600 | UNCH | $261 |
VTV | 1,600 | UNCH | $261 |
ZOETIS INC | 1,533 | -98 | $259 |
ZTS | 1,533 | -98 | $259 |
See Full List: All Stocks Held By Harfst & Associates Inc.
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Harfst & Associates Inc.
Size ($ in 1000's)
At 03/31/2024: $211,710 At 12/31/2023: $378,819 Harfst & Associates Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Harfst & Associates Inc. 13F filings. Link to 13F filings: SEC filings |