Stock Taper 
HARFST & ASSOCIATES, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Applied Materials, Inc. | AMAT | 12.8K | $9.26M |
 Corning Inc | GLW | 13.53K | $3.45M |
 Morgan Stanley | MS | 14K | $2.93M |
 Jacobs Solutions Inc. | J | 15.38K | $1.94M |
 Newmont Corporation | NEM | 15.51K | $1.45M |
 Alphabet Inc. | GOOGL | 16.58K | $5.93M |
 PACCAR Inc | PCAR | 17.87K | $2.15M |
 Advanced Micro Devices, Inc. | AMD | 19.09K | $11.09M |
 Walmart Inc. | WMT | 19.4K | $2.2M |
 Amazon.com, Inc. | AMZN | 19.43K | $4.63M |
 Exxon Mobil Corporation | XOM | 19.76K | $2.7M |
 Lam Research Corporation | LRCX | 20.17K | $8.74M |
 Netflix, Inc. | NFLX | 20.73K | $1.48M |
 Northern Trust Corporation | NTRS | 21.93K | $3.81M |
 KLA Corporation | KLAC | 21.98K | $6.63M |
 Amphenol Corporation | APH | 22.7K | $4M |
 Lithia Motors, Inc. | LAD | 23.52K | $6.83M |
 Cisco Systems, Inc. | CSCO | 24.23K | $2.85M |
 eBay Inc. | EBAY | 24.48K | $2.74M |
 Graco Inc. | GGG | 25.8K | $1.95M |