Investing Like a Pro: Analyzing Harfst & Associates, Inc.'s Q3 vs. Q4 2022 Holdings Changes

Harfst & Associates, Inc. is a well-known investment advisory firm that manages both individual and institutional portfolios. One of the firm's core strategies is to adopt a long-term, value-oriented investment approach. In this blog post, we will analyze the Q3 vs. Q4 2022 13F holdings comparison of Harfst & Associates, Inc. to understand the changes in its portfolio and the potential implications for investors.

RAYMOND JAMES FINL INC (RJF)

Harfst & Associates, Inc. increased its holdings of RJF by a negligible amount. However, the Q4 2022 value of RJF is 8.1 percent higher than its Q3 2022 value. This indicates that the firm has a positive outlook on the company's future prospects.

ISHARES TR (IVV)

Harfst & Associates, Inc. decreased its holdings of IVV by 368 shares. However, the Q4 2022 value of IVV is 6.8 percent higher than its Q3 2022 value, indicating that the firm still has a bullish view on the market.

INVESCO QQQ TR (QQQ)

Harfst & Associates, Inc. reduced its holdings of QQQ by 1,159 shares. Furthermore, the Q4 2022 value of QQQ is 2.1 percent lower than its Q3 2022 value, indicating that the firm has a slightly bearish outlook for the company.

PROCTER AND GAMBLE CO (PG)

Harfst & Associates, Inc. increased its holdings of PG by 185 shares. Moreover, the Q4 2022 value of PG is 20.3 percent higher compared to its Q3 2022 value, indicating that the firm is bullish on the company's prospects.

VANGUARD INDEX FDS (VXF)

Harfst & Associates, Inc. decreased its holdings of VXF by 581 shares. However, the Q4 2022 value of VXF is 3.7 percent higher than its Q3 2022 value, indicating that the firm still has a positive outlook on the market.

SPDR SER TR (CWB)

Harfst & Associates, Inc. substantially reduced its holdings of CWB by 12,345 shares. Moreover, the Q4 2022 value of CWB is 7.7 percent lower than its Q3 2022 value, indicating that the firm has a bearish outlook for the company.

VANGUARD INDEX FDS (VTI)

Harfst & Associates, Inc. substantially increased its holdings of VTI by 10,264 shares. Furthermore, the Q4 2022 value of VTI is 56.7 percent higher than its Q3 2022 value, indicating that the firm is extremely bullish on the company's prospects.

BARNES GROUP INC (B)

Harfst & Associates, Inc. reduced its holdings of B by 3,635 shares. However, the Q4 2022 value of B is 38 percent higher than its Q3 2022 value, indicating that the firm has a bullish view on the company's future prospects.

APPLE INC (AAPL)

Harfst & Associates, Inc. reduced its holdings of AAPL by 98 shares. In addition, the Q4 2022 value of AAPL is 6.3 percent lower compared to its Q3 2022 value, indicating that the firm has a slightly bearish outlook for the company.

BERKSHIRE HATHAWAY INC DEL (BRK-B and BRK-A)

Harfst & Associates, Inc. increased its holdings of BRK-B by 26 shares and BRK-A by 2 shares. Furthermore, the Q4 2022 value of BRK-B is 16 percent higher compared to its Q3 2022 value, indicating that the firm has a bullish view on the company's future prospects.

Conclusion

Overall, the Q3 vs. Q4 2022 13F holdings comparison of Harfst & Associates, Inc. reveals that the firm made some significant changes in its portfolio. While the firm remains bullish on some companies, such as PG, VTI, and B, it has a bearish outlook for companies such as QQQ and CWB. Investors can use this analysis to make informed decisions about their own portfolios and investment strategies. Always consider your own financial goals, risk tolerance and speak with a financial advisor before making any investment decisions.