Aufman Associates Inc
Sector Allocation
- Other68.9%$172.9M
- Technology23.3%$58.6M
- Healthcare3.2%$7.9M
- Financials1.2%$3.1M
- Materials1.1%$2.7M
- Energy0.6%$1.5M
- Consumer Staples0.5%$1.2M
- Real Estate0.4%$929,510
- Consumer Discretionary0.3%$830,836
- Communication Services0.2%$606,953
AUM History
13fpro.ai/research/fund/aufman-associates-inc-1801573
Conviction and streaks
Concentrating · top 10 = 85.7%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
STX
$48.8M- Vanguard$42.8M
- Vanguard$41.0M
- Vanguard$35.1M
- Schwab$21.7M
- Vanguard$7.5M
- iShares$5.7M
MRNA
$4.6M- Vanguard$4.3M
GOOG
$3.5MBRK.B
$3.1MMTX
$2.7MAAPL
$2.1M- Vanguard$1.3M
- iShares$1.3M
MSFT
$1.2M- iShares$1.2M
XOM.R34088
$1.0M- iShares$957K
- Vanguard$936K
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/aufman-associates-inc-1801573
Aufman Associates Inc 13F holdings — Q2 2026
$250.9M portfolio (+23.1% QoQ) · 67 holdings · Q2 2026 13F · top 10 are 86% of the stock portfolio
$48.8M
19.5% of stocks
-23%This quarter-26.6%Since filed10+ qtrsHeld- 2
Vanguard Small-Cap Index ETF - ETF
$42.8M
17.0% of stocks
-1%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
Vanguard S&P 500 Index ETF - ETF
$41.0M
16.3% of stocks
-0.2%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
Vanguard Developed Markets Index ETF - ETF
$35.1M
14.0% of stocks
-3%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
Schwab Fundamental US Large Company Index ETF - ETF
$21.7M
8.7% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
Vanguard Mid-Cap Growth Index ETF - ETF
$7.5M
3.0% of stocks
-1%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
iShares Core S&P 500 Index ETF - ETF
$5.7M
2.3% of stocks
+0.5%This quarter—Since filed—HeldAIQuality—Est. buy— $4.6M
1.8% of stocks
+15%This quarter—Since filed10+ qtrsHeldAIQuality19.5#2,756Est. buyEstimated buy price is Pro: unlock with a free trialAdded 9 qtrs in a row- 9
Vanguard FTSE All-World ex US Index ETF - ETF
$4.3M
1.7% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— $3.5M
1.4% of stocks
+39%This quarter-8.2%Since filed10+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $48.8M | 19.5% | -23% | -26.6% | 10+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 2 | Vanguard Small-Cap Index ETF - ETF | $42.8M | 17.0% | -1% | — | — | — | — | |
| 3 | Vanguard S&P 500 Index ETF - ETF | $41.0M | 16.3% | -0.2% | — | — | — | — | |
| 4 | Vanguard Developed Markets Index ETF - ETF | $35.1M | 14.0% | -3% | — | — | — | — | |
| 5 | Schwab Fundamental US Large Company Index ETF - ETF | $21.7M | 8.7% | +3% | — | — | — | — | |
| 6 | Vanguard Mid-Cap Growth Index ETF - ETF | $7.5M | 3.0% | -1% | — | — | — | — | |
| 7 | iShares Core S&P 500 Index ETF - ETF | $5.7M | 2.3% | +0.5% | — | — | — | — | |
| 8 | $4.6M | 1.8% | +15% | — | 10+ qtrsAdded 9 qtrs in a row | 19.5#2,756 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | Vanguard FTSE All-World ex US Index ETF - ETF | $4.3M | 1.7% | -2% | — | — | — | — | |
| 10 | $3.5M | 1.4% | +39% | -8.2% | 10+ qtrs | 77.7#61 | Estimated buy price is Pro: unlock with a free trial |
All holdings — Aufman Associates Inc (Q2 2026)
67 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | BERKSHIRE HATHAWAY INC | Financials | $3.1M | 1.2% | 6,158 | -9% | 10+ qtrs | 73.5 | 13F | |
| 12 | MINERALS TECHNOLOGIES INC | Materials | $2.7M | 1.1% | 36K | -5% | 10+ qtrs | 43.9 | 13F | |
| 13 | Apple Inc. | Technology | $2.1M | 0.8% | 7,354 | -5% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | — | Vanguard Total Int'l Stock Index ETF - ETFetf/fund | — | $1.3M | 0.5% | 15K | +4% | — | — | 13F |
| 15 | — | iShares ESG Advanced MSCI USA ETF - ETFetf/fund | — | $1.3M | 0.5% | 18K | +0.2% | — | — | 13F |
| 16 | MICROSOFT CORP | Technology | $1.2M | 0.5% | 3,287 | -0.0% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | — | iShares ESG Aware MSCI USA Small-Cap ETF - ETFetf/fund | — | $1.2M | 0.5% | 22K | -0.7% | — | — | 13F |
| 18 | EXXON MOBIL CORP | Energy | $1.0M | 0.4% | 7,558 | -13% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | — | iShares Russell 1000 Growth Index ETF - ETFetf/fund | — | $957K | 0.4% | 7,708 | +300% | — | — | 13F |
| 20 | — | Vanguard Mid-Cap Index ETF - ETFetf/fund | — | $936K | 0.4% | 12K | +300% | — | — | 13F |
| 21 | CROWN CASTLE INC. | Real Estate | $930K | 0.4% | 12K | -14% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | SPDR S&P 500 ETF TRUSTetf/fund | — | $910K | 0.4% | 1,219 | -0.4% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | Vanguard Growth Index ETF - ETFetf/fund | — | $887K | 0.3% | 10K | +429% | — | — | 13F |
| 24 | REVVITY, INC. | Healthcare | $820K | 0.3% | 7,372 | -11% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | JOHNSON & JOHNSON | Healthcare | $804K | 0.3% | 3,167 | -1% | 10+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $ABBV | AbbVie Inc. | Healthcare | $804K | 0.3% | 3,196 | -2% | |||
| 27 | — | iShares ESG Aware MSCI EAFE ETF - ETF | — | $720K | 0.3% | 7,003 | +1% | |||
| 28 | $AVGO | Broadcom Inc. | Technology | $712K | 0.3% | 1,884 | +0.1% | |||
| 29 | — | Vanguard Total Stock Market ETF - ETF | — | $707K | 0.3% | 1,911 | +0.2% | |||
| 30 | — | iShares Core S&P Small-Cap Index ETF - ETF | — | $583K | 0.2% | 3,931 | -0.4% | |||
| 31 | — | iShares Russell 1000 Value Index ETF - ETF | — | $560K | 0.2% | 2,310 | — | |||
| 32 | — | Fidelity NASDAQ Composite Index ETF - ETF | — | $513K | 0.2% | 4,969 | — | |||
| 33 | — | iShares Russell Mid-Cap Growth Index ETF - ETF | — | $510K | 0.2% | 3,480 | -0.5% | |||
| 34 | $CVX | CHEVRON CORP | Energy | $489K | 0.2% | 2,949 | -2% | |||
| 35 | $GOOGL | Alphabet Inc. | Technology | $463K | 0.2% | 1,295 | -4% | |||
| 36 | $KHC | Kraft Heinz Co | Consumer Staples | $440K | 0.2% | 19K | — | |||
| 37 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $424K | 0.2% | 730 | New | |||
| 38 | — | iShares ESG Optimized MSCI USA ETF - ETF | — | $416K | 0.2% | 2,694 | +0.1% | |||
| 39 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $415K | 0.2% | 870 | -16% | |||
| 40 | $DIS | Walt Disney Co | Communication Services | $385K | 0.1% | 4,000 | +0.3% | |||
| 41 | $MRK | Merck & Co., Inc. | Healthcare | $384K | 0.1% | 2,990 | -19% | |||
| 42 | — | SPDR MSCI EAFE Fossil Fuel Free ETF - ETF | — | $383K | 0.1% | 7,073 | +2% | |||
| 43 | $CAT | CATERPILLAR INC | Industrials | $373K | 0.1% | 350 | — | |||
| 44 | $AMZN | AMAZON COM INC | Consumer Discretionary | $371K | 0.1% | 1,559 | +13% | |||
| 45 | — | iShares Russell 2000 Value ETF - ETF | — | $332K | 0.1% | 1,500 | — | |||
| 46 | — | iShares Core S&P Mid-Cap Index ETF - ETF | — | $315K | 0.1% | 4,091 | — | |||
| 47 | $PAYX | PAYCHEX INC | Technology | $310K | 0.1% | 3,154 | — | |||
| 48 | — | SPDR DoubleLine Total Return Tactical ETF - ETF | — | $305K | 0.1% | 7,738 | +1% | |||
| 49 | $KO | COCA COLA CO | Consumer Staples | $305K | 0.1% | 3,749 | -1% | |||
| 50 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $299K | 0.1% | 1,062 | New | |||
| 51 | — | iShares S&P 500 Value ETF - ETF | — | $297K | 0.1% | 1,308 | — | |||
| 52 | $ABT | ABBOTT LABORATORIES | Healthcare | $277K | 0.1% | 3,051 | — | |||
| 53 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $271K | 0.1% | 652 | New | |||
| 54 | $PPL | PPL Corp | Utilities | $267K | 0.1% | 7,350 | -2% | |||
| 55 | $META | Meta Platforms, Inc. | Technology | $264K | 0.1% | 3,389 | +5% | |||
| 56 | — | iShares S&P Mid-Cap 400 Value ETF - ETF | — | $251K | 0.1% | 1,699 | -9% | |||
| 57 | — | Fidelity Enhanced Large Cap Value ETF - ETF | — | $246K | 0.1% | 6,133 | — | |||
| 58 | $PEP | PEPSICO INC | Consumer Staples | $243K | 0.1% | 1,797 | — | |||
| 59 | — | iShares ESG Advanced MSCI EAFE ETF - ETF | — | $240K | 0.1% | 2,840 | +0.7% | |||
| 60 | $MAR | MARRIOTT INTERNATIONAL INC /MD/ | Consumer Discretionary | $235K | 0.1% | 635 | -10% | |||
| 61 | — | iShares S&P Mid-Cap 400 Growth ETF - ETF | — | $234K | 0.1% | 1,988 | — | |||
| 62 | — | iShares MSCI EAFE ETF - ETF | — | $229K | 0.1% | 2,200 | -26% | |||
| 63 | $MCK | MCKESSON CORP | Consumer Staples | $227K | 0.1% | 300 | — | |||
| 64 | — | Vanguard ESG International Stock ETF - ETF | — | $226K | 0.1% | 2,739 | New | |||
| 65 | $MCD | MCDONALDS CORP | Consumer Discretionary | $224K | 0.1% | 829 | — | |||
| 66 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $222K | 0.1% | 5,242 | — | |||
| 67 | — | iShares Global Clean Energy ETF - ETF | — | $210K | 0.1% | 10K | -0.0% |
What changed in Q2 2026
Against the previous quarter's 13F: 4 new, 19 added to, 29 trimmed, 2 sold out. Share-count changes; largest moves by dollar size first.
New positions (4)
Added to (19)
now $3.5M · held 10+ qtrs
- Vanguard Growth Index ETF - ETF+429%
now $887K
- iShares Russell 1000 Growth Index ETF - ETF+300%
now $957K
- Vanguard Mid-Cap Index ETF - ETF+300%
now $936K
- Schwab Fundamental US Large Company Index ETF - ETF+3%
now $21.7M
now $4.6M · held 10+ qtrs, 9 adds in a row
+13 more in the Excel export
Trimmed (29)
now $48.8M · held 10+ qtrs
- Vanguard Developed Markets Index ETF - ETF-3%
now $35.1M
- Vanguard Small-Cap Index ETF - ETF-1%
now $42.8M
now $3.1M · held 10+ qtrs
$CCICROWN CASTLE INC.-14%
now $930K · held 10+ qtrs, 2 trims in a row
now $1.0M · held 10+ qtrs, 2 trims in a row
+23 more in the Excel export
Holdings by quarter
Every 13F Aufman Associates Inc has filed, 26 earlier quarters. Pick one to see what it held then.
Is it too late to follow Aufman Associates?
Q2 2026 13F filed with the SEC on Aug 12, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Aufman Associates's top 20 holdings: 59/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
-21.8%
Value-weighted move of the 10 largest stock positions
Turnover
3%
Last quarter; 6% over the last 4
Top 10 weight
86%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
98%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Aufman Associates Inc disclosed 67 positions worth $250.9M in its Form 13F-HR for Q2 2026, led by $STX (Seagate Technology Holdings plc) at 19.5% of the equity portfolio. During the quarter the fund opened 4 new positions and exited 2 — including a new stake in $AMD and a full exit from $COP. The portfolio is most concentrated in Other (68.9% of disclosed assets). All figures are sourced directly from Aufman Associates Inc’s Form 13F-HR filing with the SEC under CIK 1801573.
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AI-Powered Hedge Fund Analysis: Aufman Associates Inc
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Every holding in Aufman Associates Inc's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.