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  Name: Aufman Associates Inc
  City: SEWICKLEY
  State: PA
  Zip: 15143
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $142,041,000
  Total Value Change : $9,538,000
  Securities Held Change : 3
   
All Securities Held : 46
  New Positions : 3
  Closed Positions : 0
  Increased Positions : 14
  Unchanged Positions : 14
  Decreased Positions : 15

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Holdings Found : 14     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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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
   (PKI)1 Year Chart         PKI Perkinelmer Inc 11 - $107.31 $1,946,000 18,529 1.37% -79,000 0 0.017    Scientific & Technica...
   (ONEQ)1 Year Chart         ONEQ Fidelity NASD Comp Index Fund 22 - $66.00 $486,000 7,540 0.34% 39,000 0 0.01    Closed - End Fund - Debt
   (JNJ)1 Year Chart         JNJ Johnson & Johnson 24 - $152.67 $451,000 2,852 0.32% 4,000 0 0    Drug Manufacturers - ...
   (ABBV)1 Year Chart         ABBV Abbvie Inc. 25 - $163.79 $448,000 2,461 0.32% 67,000 0 0    Drug Manufacturers - ...
   (DIS)1 Year Chart         DIS Walt Disney Co 26 - $102.77 $438,000 3,578 0.31% 115,000 0 0    Entertainment - Diver...
   (ALTO)1 Year Chart         ALTO Alto Ingredients, Inc 28 - $1.78 $421,000 192,912 0.3% -92,000 0 0.281    Management Services
   (ABT)1 Year Chart         ABT Abbott Laboratories 30 - $104.59 $347,000 3,051 0.24% 11,000 0 0    Drug Manufacturers - ...
   (UNH)1 Year Chart         UNH Unitedhealth Group Inc 32 - $517.55 $309,000 625 0.22% -20,000 0 0    Health Care Plans
   (PAYX)1 Year Chart         PAYX Paychex Inc 34 - $124.37 $289,000 2,350 0.2% 9,000 0 0.001    Staffing & Outsourcin...
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 36 - $172.51 $273,000 1,812 0.19% 20,000 0 0.035    Search Engines & Info...
   (EFAX)1 Year Chart         EFAX Spdr Msci Eafe Fossil Fuel ... 37 - $0.00 $273,000 6,555 0.19% 17,000 0 0    N/A
   (KO)1 Year Chart         KO Coca-Cola Co 43 - $63.13 $247,000 4,045 0.17% 9,000 0 0    Beverage Soft Drinks...
   (PEP)1 Year Chart         PEP Pepsico Inc 44 - $179.46 $208,000 1,191 0.15% 6,000 0 0    Beverage Soft Drinks...
   (FORA)1 Year Chart         FORA Forian Inc. 46 - $0.00 $175,000 52,657 0.12% 21,000 0 0    N/A

      14 Records Found
  1    
Page 1 of 1
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