Aufman Associates Inc

Portfolio Overview

Aufman Associates Inc disclosed 65 positions worth $203.8M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 0 new positions and exited 2 and a full exit from $IBM. The portfolio is most concentrated in Other (74.8% of disclosed assets). All figures are sourced directly from Aufman Associates Inc’s Form 13F-HR filing with the SEC under CIK 1801573.

• Vanguard Small-Cap Index ETF

  —

  Quality

  $37.4M142,772 sh

• Vanguard 500 Index ETF

  —

  Quality

  $35.7M59,743 sh

• Vanguard Developed Markets Index ETF

  —

  Quality

  $32.5M507,208 sh
• 

  Seagate Technology Holdings plc

  $STX

  —

  Quality

  $25.7M65,507 sh

• Schwab Fundamental US Large Company Index ETF

  —

  Quality

  $18.9M678,694 sh

• Vanguard Mid-Cap Growth Index ETF

  —

  Quality

  $6.4M24,677 sh

• iShares Core S&P 500 Index ETF

  —

  Quality

  $5.0M7,626 sh

• Vanguard FTSE All-World ex US Index ETF

  —

  Quality

  $3.9M52,248 sh
• 

  BERKSHIRE HATHAWAY INC

  $BRK.B

  64.5

  Quality

  $3.2M6,778 sh
• 

  Moderna, Inc.

  $MRNA

  15.9

  Quality

  $2.7M56,998 sh

Company	Quality	Value	Shares
Vanguard Small-Cap Index ETF	—	$37.4M	142,772
Vanguard 500 Index ETF	—	$35.7M	59,743
Vanguard Developed Markets Index ETF	—	$32.5M	507,208
Seagate Technology Holdings plc$STX	—	$25.7M	65,507
Schwab Fundamental US Large Company Index ETF	—	$18.9M	678,694
Vanguard Mid-Cap Growth Index ETF	—	$6.4M	24,677
iShares Core S&P 500 Index ETF	—	$5.0M	7,626
Vanguard FTSE All-World ex US Index ETF	—	$3.9M	52,248
BERKSHIRE HATHAWAY INC$BRK.B	64.5	$3.2M	6,778
Moderna, Inc.$MRNA	15.9	$2.7M	56,998

Showing top 10 of 65 holdings.

Full Holdings — Aufman Associates Inc (Q1 2026)

All 65 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	—	Vanguard Small-Cap Index ETF	$37.4M	18.4%	-1%	—
2	—	Vanguard 500 Index ETF	$35.7M	17.5%	-1%	—
3	—	Vanguard Developed Markets Index ETF	$32.5M	15.9%	-2%	—
4	$STX	Seagate Technology Holdings plc	$25.7M	12.6%	-0%	—
5	—	Schwab Fundamental US Large Company Index ETF	$18.9M	9.3%	+18%	—
6	—	Vanguard Mid-Cap Growth Index ETF	$6.4M	3.1%	+0%	—
7	—	iShares Core S&P 500 Index ETF	$5.0M	2.4%	-1%	—
8	—	Vanguard FTSE All-World ex US Index ETF	$3.9M	1.9%	-1%	—
9	$BRK.B	BERKSHIRE HATHAWAY INC	$3.2M	1.6%	+0%	64.5
10	$MRNA	Moderna, Inc.	$2.7M	1.4%	+32%	15.9
11	$MTX	MINERALS TECHNOLOGIES INC	$2.7M	1.3%	+0%	40.9
12	$GOOGL	Alphabet Inc.	$2.0M	1.0%	+1%	80.2
13	$AAPL	Apple Inc.	$2.0M	1.0%	-0%	76.1
14	$XOM	EXXON MOBIL CORP	$1.5M	0.7%	-4%	61.8
15	$MSFT	MICROSOFT CORP	$1.2M	0.6%	+0%	83.7
16	$CCI	CROWN CASTLE INC.	$1.2M	0.6%	-13%	52.9
17	—	Vanguard Total Int'l Stock Index ETF	$1.1M	0.6%	+0%	—
18	—	iShares ESG Aware MSCI USA Small-Cap ETF	$1.0M	0.5%	-1%	—
19	—	iShares ESG Advanced MSCI USA ETF	$1.0M	0.5%	+10%	—
20	—	Vanguard Growth Index ETF	$850,341	0.4%	-8%	—
21	—	Vanguard Mid-Cap Index ETF	$834,243	0.4%	-0%	—
22	—	iShares Russell 1000 Growth Index ETF	$821,673	0.4%	+0%	—
23	$SPY	SPDR S&P 500 ETF TRUST	$796,016	0.4%	-2%	—
24	$JNJ	JOHNSON & JOHNSON	$782,941	0.4%	-6%	72.8
25	$RVTY	REVVITY, INC.	$723,659	0.4%	+0%	52.4
26	$ABBV	AbbVie Inc.	$709,350	0.3%	+0%	59.3
27	—	iShares ESG Aware MSCI EAFE ETF	$660,793	0.3%	+0%	—
28	$CVX	CHEVRON CORP	$620,141	0.3%	+0%	54.7
29	—	Vanguard Total Stock Market ETF	$611,805	0.3%	+0%	—
30	$AVGO	Broadcom Inc.	$582,869	0.3%	+0%	86.4
31	—	iShares Russell 1000 Value Index ETF	$493,578	0.2%	+0%	—
32	—	iShares Core S&P Small-Cap Index ETF	$490,394	0.2%	+0%	—
33	—	iShares Russell Mid-Cap Growth Index ETF	$448,292	0.2%	+0%	—
34	$MRK	Merck & Co., Inc.	$442,066	0.2%	-1%	70.9
35	—	Fidelity NASDAQ Composite Index ETF	$421,918	0.2%	+0%	—
36	$KHC	Kraft Heinz Co	$418,786	0.2%	+0%	42.5
37	$GOOG	Alphabet Inc.	$387,056	0.2%	-1%	80.2
38	$DIS	Walt Disney Co	$384,566	0.2%	+0%	68.9
39	—	iShares ESG Optimized MSCI USA ETF	$355,629	0.2%	+4%	—
40	$TSM	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	$348,089	0.2%	+0%	—
41	—	SPDR MSCI EAFE Fossil Fuel Free ETF	$346,708	0.2%	+0%	—
42	$COP	CONOCOPHILLIPS	$316,800	0.2%	+0%	74.8
43	$ABT	ABBOTT LABORATORIES	$313,246	0.1%	+0%	67
44	—	SPDR DoubleLine Total Return Tactical ETF	$304,066	0.1%	-1%	—
45	$PAYX	PAYCHEX INC	$290,546	0.1%	+0%	75.1
46	—	iShares MSCI EAFE ETF	$289,813	0.1%	+0%	—
47	$KO	COCA COLA CO	$289,153	0.1%	+0%	74
48	$AMZN	AMAZON COM INC	$287,965	0.1%	-0%	74.6
49	$PPL	PPL Corp	$285,927	0.1%	+0%	70.3
50	—	iShares Russell 2000 Value ETF	$284,385	0.1%	+0%	—
51	$PEP	PEPSICO INC	$279,056	0.1%	+0%	62.7
52	—	iShares Core S&P Mid-Cap Index ETF	$276,265	0.1%	+0%	—
53	—	iShares S&P 500 Value ETF	$276,184	0.1%	-11%	—
54	$VZ	VERIZON COMMUNICATIONS INC	$263,138	0.1%	+0%	71.6
55	$MCK	MCKESSON CORP	$259,608	0.1%	+0%	63.7
56	$MCD	MCDONALDS CORP	$257,693	0.1%	+0%	73.9
57	$META	Meta Platforms, Inc.	$253,457	0.1%	+1%	80.9
58	$CAT	CATERPILLAR INC	$247,961	0.1%	+0%	67.8
59	—	iShares S&P Mid-Cap 400 Value ETF	$246,980	0.1%	+0%	—
60	$MAR	MARRIOTT INTERNATIONAL INC /MD/	$229,509	0.1%	+0%	65.9
61	—	Fidelity Enhanced Large Cap Value ETF	$214,103	0.1%	+0%	—
62	—	iShares ESG Advanced MSCI EAFE ETF	$212,717	0.1%	+0%	—
63	—	iShares S&P Mid-Cap 400 Growth ETF	$200,033	0.1%	-30%	—
64	—	iShares Global Clean Energy ETF	$187,826	0.1%	+0%	—
65	$FORA	Forian Inc.	$109,000	0.1%	+0%	30.5