Harfst & Associates as of Sept. 30, 2016
Portfolio Holdings for Harfst & Associates
Harfst & Associates holds 74 positions in its portfolio as reported in the September 2016 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Raymond James Financial (RJF) | 38.8 | $74M | 1.3M | 58.21 | |
Ishares Tr Msci Usa Momentum Factor (MTUM) | 11.2 | $21M | 273k | 77.37 | |
SPDR S&P Dividend (SDY) | 5.9 | $11M | 132k | 84.35 | |
iShares S&P 500 Index (IVV) | 5.6 | $11M | 49k | 217.55 | |
Powershares Etf Tr Ii s^p500 low vol | 4.9 | $9.3M | 224k | 41.49 | |
Sch Us Mid-cap Etf etf (SCHM) | 4.6 | $8.7M | 199k | 43.52 | |
Vanguard REIT ETF (VNQ) | 4.1 | $7.8M | 90k | 86.73 | |
Procter & Gamble Company (PG) | 4.0 | $7.5M | 84k | 89.74 | |
Vanguard S&p 500 Etf idx (VOO) | 3.0 | $5.7M | 29k | 198.66 | |
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 1.3 | $2.5M | 28k | 89.56 | |
Spdr S&p 500 Etf (SPY) | 1.2 | $2.3M | 11k | 216.21 | |
Vanguard Intermediate-Term Bond ETF (BIV) | 1.2 | $2.3M | 26k | 87.64 | |
Vanguard Intmdte Tm Govt Bd ETF (VGIT) | 0.9 | $1.8M | 26k | 66.74 | |
Vanguard Extended Market ETF (VXF) | 0.9 | $1.7M | 19k | 91.23 | |
Health Care SPDR (XLV) | 0.6 | $1.1M | 15k | 72.06 | |
Apple (AAPL) | 0.5 | $949k | 8.4k | 113.02 | |
PowerShares QQQ Trust, Series 1 | 0.5 | $865k | 7.3k | 118.66 | |
Berkshire Hathaway (BRK.B) | 0.4 | $783k | 5.4k | 144.46 | |
Vanguard Health Care ETF (VHT) | 0.4 | $737k | 5.5k | 132.86 | |
Microsoft Corporation (MSFT) | 0.3 | $614k | 11k | 57.58 | |
iShares Russell 1000 Growth Index (IWF) | 0.3 | $572k | 5.5k | 104.11 | |
At&t (T) | 0.3 | $553k | 14k | 40.56 | |
C.R. Bard | 0.3 | $527k | 2.4k | 224.26 | |
Pepsi (PEP) | 0.3 | $504k | 4.6k | 108.74 | |
TJX Companies (TJX) | 0.3 | $505k | 6.8k | 74.70 | |
Baxter International (BAX) | 0.3 | $491k | 10k | 47.57 | |
Ross Stores (ROST) | 0.3 | $490k | 7.6k | 64.24 | |
Dominion Resources (D) | 0.2 | $480k | 6.5k | 74.15 | |
Adobe Systems Incorporated (ADBE) | 0.2 | $471k | 4.3k | 108.40 | |
Costco Wholesale Corporation (COST) | 0.2 | $459k | 3.0k | 152.49 | |
Barnes (B) | 0.2 | $455k | 11k | 40.47 | |
Genuine Parts Company (GPC) | 0.2 | $435k | 4.3k | 100.32 | |
Paychex (PAYX) | 0.2 | $441k | 7.6k | 57.87 | |
Chubb (CB) | 0.2 | $438k | 3.5k | 125.43 | |
Consolidated Edison (ED) | 0.2 | $421k | 5.6k | 75.17 | |
Stryker Corporation (SYK) | 0.2 | $422k | 3.6k | 116.35 | |
UnitedHealth (UNH) | 0.2 | $414k | 3.0k | 139.72 | |
Visa (V) | 0.2 | $410k | 5.0k | 82.66 | |
Automatic Data Processing (ADP) | 0.2 | $399k | 4.5k | 88.02 | |
Johnson & Johnson (JNJ) | 0.2 | $382k | 3.2k | 118.08 | |
SYSCO Corporation (SYY) | 0.2 | $363k | 7.4k | 48.94 | |
Raytheon Company | 0.2 | $367k | 2.7k | 135.88 | |
Hormel Foods Corporation (HRL) | 0.2 | $358k | 9.5k | 37.86 | |
Lithia Motors (LAD) | 0.2 | $359k | 3.8k | 95.48 | |
iShares Lehman Aggregate Bond (AGG) | 0.2 | $365k | 3.2k | 112.34 | |
Exxon Mobil Corporation (XOM) | 0.2 | $336k | 3.9k | 87.27 | |
Travelers Companies (TRV) | 0.2 | $334k | 2.9k | 114.46 | |
Nextera Energy (NEE) | 0.2 | $316k | 2.6k | 122.01 | |
Nike (NKE) | 0.2 | $328k | 6.2k | 52.53 | |
McCormick & Company, Incorporated (MKC) | 0.2 | $314k | 3.1k | 99.75 | |
Wec Energy Group (WEC) | 0.2 | $318k | 5.3k | 59.79 | |
Union Pacific Corporation (UNP) | 0.2 | $301k | 3.1k | 97.41 | |
Illinois Tool Works (ITW) | 0.2 | $302k | 2.5k | 119.79 | |
Vanguard Short-Term Bond ETF (BSV) | 0.2 | $299k | 3.7k | 80.59 | |
V.F. Corporation (VFC) | 0.1 | $288k | 5.1k | 55.93 | |
Abbott Laboratories (ABT) | 0.1 | $258k | 6.1k | 42.26 | |
Chevron Corporation (CVX) | 0.1 | $264k | 2.6k | 102.64 | |
Bristol Myers Squibb (BMY) | 0.1 | $265k | 4.9k | 53.77 | |
Abbvie (ABBV) | 0.1 | $270k | 4.3k | 62.92 | |
Cisco Systems (CSCO) | 0.1 | $245k | 7.7k | 31.62 | |
Kimberly-Clark Corporation (KMB) | 0.1 | $244k | 1.9k | 125.64 | |
General Mills (GIS) | 0.1 | $242k | 3.8k | 63.85 | |
iShares Lehman 3-7 Yr Treasury Bond (IEI) | 0.1 | $249k | 2.0k | 126.52 | |
Medtronic (MDT) | 0.1 | $252k | 2.9k | 86.33 | |
PPG Industries (PPG) | 0.1 | $209k | 2.0k | 103.26 | |
Sherwin-Williams Company (SHW) | 0.1 | $205k | 744.00 | 275.54 | |
AFLAC Incorporated (AFL) | 0.1 | $201k | 2.8k | 71.53 | |
Philip Morris International (PM) | 0.1 | $213k | 2.2k | 96.95 | |
Praxair | 0.1 | $200k | 1.7k | 120.63 | |
Unilever | 0.1 | $201k | 4.4k | 45.95 | |
Oracle Corporation (ORCL) | 0.1 | $207k | 5.3k | 39.10 | |
iShares Russell 3000 Index (IWV) | 0.1 | $215k | 1.7k | 128.13 | |
Consumer Staples Select Sect. SPDR (XLP) | 0.1 | $205k | 3.9k | 53.11 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.1 | $204k | 2.4k | 83.61 |