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| Name: |
Hapanowicz & Associates Financial Services Inc |
| City: |
PITTSBURGH |
| State: |
PA |
| Zip: |
15219 |
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data |
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| Holdings
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9 |
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Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
AVDX |
Avidxchange Holdings, Inc. |
10 |
- |
$11.24 |
$2,440,000 |
196,912 |
1.5% |
573,000 |
0 |
0.1 |
N/A |
|
|
UPS |
United Parcel Service Inc |
14 |
- |
$147.37 |
$780,000 |
4,964 |
0.48% |
6,000 |
0 |
0.001 |
AirDelivery & Freight... |
|
|
PEP |
Pepsico Inc |
16 |
- |
$179.79 |
$630,000 |
3,709 |
0.39% |
2,000 |
0 |
0 |
Beverage Soft Drinks... |
|
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LMT |
Lockheed Martin Corp |
17 |
- |
$468.88 |
$547,000 |
1,206 |
0.34% |
54,000 |
0 |
0 |
Aerospace/Defense - M... |
|
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BRK.B |
Berkshire Hathaway B |
19 |
- |
$412.05 |
$502,000 |
1,407 |
0.31% |
9,000 |
0 |
0 |
Property & Casualty I... |
|
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COST |
Costco Wholesale Corp |
23 |
- |
$787.19 |
$264,000 |
400 |
0.16% |
38,000 |
0 |
0 |
Discount, Variety Stores |
|
|
PPG |
PPG Industries Inc |
25 |
- |
$135.33 |
$239,000 |
1,600 |
0.15% |
31,000 |
0 |
0.001 |
Conglomerates |
|
|
HSY |
Hershey Foods Corp |
28 |
- |
$204.78 |
$224,000 |
1,200 |
0.14% |
-16,000 |
0 |
0.001 |
Confectioners |
|
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HRTG |
Heritage Insurance Holdings... |
31 |
- |
$8.81 |
$65,000 |
10,000 |
0.04% |
0 |
0 |
0.036 |
N/A |
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