Aufman-Associates

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ABT",
  "ABBV",
  "GOOGL",
  "AVGO",
  "CCI",
  null,
  "DUK",
  null,
  "ALTO",
  "MCD",
  "IJH",
  null,
  "MSFT",
  "IJR",
  "KHC",
  "PAYX",
  "PEP",
  "IJK",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "MRK",
  "VZ",
  "FNDX",
  "STX",
  "VO",
  "MRNA",
  null,
  null,
  null,
  "FORA",
  "AMZN",
  "IVE",
  "ESGD",
  "MTX",
  null,
  "VEU",
  "VUG",
  "VEA",
  "VXUS",
  "VOT",
  "VB",
  "VOO",
  "PPL",
  "RVTY",
  "MCK",
  "BRK-B",
  "CVX",
  "KO",
  "COP",
  "IJJ",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 57
Total Value: 145454628
Accession Number: 0001801573-25-000002
Form Type: 13F-HR
CIK: aufman-associates
Manager Name: Aufman-Associates

Data Enrichment

88% identified

50 identified7 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

57 positions • $145.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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78467V848

Shares:7.3K

Value:$295.5K

% of Portfolio:0.2% ($295.5K/$145.5M)

78470E106

Shares:6.7K

Value:$289.1K

% of Portfolio:0.2% ($289.1K/$145.5M)

464287408

IVE|464287408

Shares:1.5K

Value:$279.4K

% of Portfolio:0.2% ($279.4K/$145.5M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:6.1K

Value:$276.9K

% of Portfolio:0.2% ($276.9K/$145.5M)

AMAZON COM INC

AMZN|023135106

Shares:1.4K

Value:$273.5K

% of Portfolio:0.2% ($273.5K/$145.5M)

PPL Corp

PPL|69351T106

Shares:7.5K

Value:$270.3K

% of Portfolio:0.2% ($270.3K/$145.5M)

COCA COLA CO

KO|191216100

Shares:3.7K

Value:$264.5K

% of Portfolio:0.2% ($264.5K/$145.5M)

PEPSICO INC

PEP|713448108

Shares:1.7K

Value:$260.4K

% of Portfolio:0.2% ($260.4K/$145.5M)

Alphabet Inc.

GOOGL|02079K305

Shares:1.7K

Value:$255.5K

% of Portfolio:0.2% ($255.5K/$145.5M)

CONOCOPHILLIPS

COP|20825C104

Shares:2.4K

Value:$252.0K

% of Portfolio:0.2% ($252.0K/$145.5M)

464287507

IJH|464287507

Shares:4.1K

Value:$238.7K

% of Portfolio:0.2% ($238.7K/$145.5M)

464287606

IJK|464287606

Shares:2.9K

Value:$238.1K

% of Portfolio:0.2% ($238.1K/$145.5M)

464287705

IJJ|464287705

Shares:1.9K

Value:$223.2K

% of Portfolio:0.2% ($223.2K/$145.5M)

Duke Energy CORP

DUK|26441C204

Shares:1.8K

Value:$223.0K

% of Portfolio:0.2% ($223.0K/$145.5M)

MCKESSON CORP

MCK|58155Q103

Shares:300

Value:$201.9K

% of Portfolio:0.1% ($201.9K/$145.5M)

464288224

Shares:10.2K

Value:$116.0K

% of Portfolio:0.1% ($116.0K/$145.5M)

Forian Inc.

FORA|34630N106

Shares:52.7K

Value:$105.3K

% of Portfolio:0.1% ($105.3K/$145.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip78467V848)✕	7.3K	QoQ +0.76% (+56) YoY +4.95% (+346)	All Managers (Combined)	$295.5K	0.2% ($295.5K/$145.5M)	QoQ +3.08% (+$8.8K) YoY +5.57% (+$15.6K)
(cusip78470E106)✕	6.7K	QoQ 0.00% (+0) YoY +2.66% (+175)	All Managers (Combined)	$289.1K	0.2% ($289.1K/$145.5M)	QoQ +7.91% (+$21.2K) YoY +6.06% (+$16.5K)
(IVEcusip464287408)	1.5K	QoQ 0.00% (-0) YoY NEW(+1.5K)	All Managers (Combined)	$279.4K	0.2% ($279.4K/$145.5M)	QoQ -0.15% (-$440) YoY NEW(+$279.4K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	6.1K	QoQ -6.40% (-418) YoY NEW(+6.1K)	All Managers (Combined)	$276.9K	0.2% ($276.9K/$145.5M)	QoQ +6.16% (-$16.1K) YoY NEW(+$276.9K)
AMAZON COM INC(AMZNcusip023135106)	1.4K	QoQ +0.20% (-3) YoY NEW(+1.4K)	All Managers (Combined)	$273.5K	0.2% ($273.5K/$145.5M)	QoQ -13.09% (-$41.2K) YoY NEW(+$273.5K)
PPL Corp(PPLcusip69351T106)	7.5K	QoQ 0.00% (+0) YoY -24.00% (-2.4K)	All Managers (Combined)	$270.3K	0.2% ($270.3K/$145.5M)	QoQ +11.24% (+$27.3K) YoY -0.31% (-$860)
COCA COLA CO(KOcusip191216100)	3.7K	QoQ -7.51% (-300) YoY -8.70% (-352)	All Managers (Combined)	$264.5K	0.2% ($264.5K/$145.5M)	QoQ +6.39% (-$15.9K) YoY +6.86% (-$17.0K)
PEPSICO INC(PEPcusip713448108)	1.7K	QoQ 0.00% (-0) YoY +45.84% (+546)	All Managers (Combined)	$260.4K	0.2% ($260.4K/$145.5M)	QoQ -1.39% (-$3.7K) YoY +24.95% (+$52.0K)
Alphabet Inc.(GOOGLcusip02079K305)	1.7K	QoQ 0.00% (-0) YoY -8.83% (-160)	All Managers (Combined)	$255.5K	0.2% ($255.5K/$145.5M)	QoQ -18.30% (-$57.3K) YoY -6.58% (-$18.0K)
CONOCOPHILLIPS(COPcusip20825C104)	2.4K	QoQ 0.00% (+0) YoY -14.83% (-418)	All Managers (Combined)	$252.0K	0.2% ($252.0K/$145.5M)	QoQ +5.89% (+$14.0K) YoY -29.72% (-$106.6K)
(IJHcusip464287507)	4.1K	QoQ 0.00% (-0) YoY -18.90% (-954)	All Managers (Combined)	$238.7K	0.2% ($238.7K/$145.5M)	QoQ -6.35% (-$16.2K) YoY -22.10% (-$67.7K)
(IJKcusip464287606)	2.9K	QoQ 0.00% (-0) YoY NEW(+2.9K)	All Managers (Combined)	$238.1K	0.2% ($238.1K/$145.5M)	QoQ -8.41% (-$21.9K) YoY NEW(+$238.1K)
(IJJcusip464287705)	1.9K	QoQ 0.00% (-0) YoY NEW(+1.9K)	All Managers (Combined)	$223.2K	0.2% ($223.2K/$145.5M)	QoQ -4.18% (-$9.7K) YoY NEW(+$223.2K)
Duke Energy CORP(DUKcusip26441C204)	1.8K	QoQ NEW(+1.8K) YoY NEW(+1.8K)	All Managers (Combined)	$223.0K	0.2% ($223.0K/$145.5M)	QoQ NEW(+$223.0K) YoY NEW(+$223.0K)
MCKESSON CORP(MCKcusip58155Q103)	300	QoQ NEW(+300) YoY NEW(+300)	All Managers (Combined)	$201.9K	0.1% ($201.9K/$145.5M)	QoQ NEW(+$201.9K) YoY NEW(+$201.9K)
(cusip464288224)✕	10.2K	QoQ 0.00% (+0) YoY NEW(+10.2K)	All Managers (Combined)	$116.0K	0.1% ($116.0K/$145.5M)	QoQ +0.35% (+$406) YoY NEW(+$116.0K)
Forian Inc.(FORAcusip34630N106)	52.7K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$105.3K	0.1% ($105.3K/$145.5M)	QoQ -2.91% (-$3.2K) YoY -39.75% (-$69.5K)