Aufman Associates Inc

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.

• 

  Seagate Technology Holdings plc

  $STX

  —

  Quality

  $48.8M50,612 sh

• Vanguard Small-Cap Index ETF - ETF

  —

  Quality

  $42.8M141,062 sh

• Vanguard S&P 500 Index ETF - ETF

  —

  Quality

  $41.0M59,636 sh

• Vanguard Developed Markets Index ETF - ETF

  —

  Quality

  $35.1M493,332 sh

• Schwab Fundamental US Large Company Index ETF - ETF

  —

  Quality

  $21.7M699,040 sh

• Vanguard Mid-Cap Growth Index ETF - ETF

  —

  Quality

  $7.5M24,429 sh

• iShares Core S&P 500 Index ETF - ETF

  —

  Quality

  $5.7M7,666 sh
• 

  Moderna, Inc.

  $MRNA

  21.2

  Quality

  $4.6M65,687 sh

• Vanguard FTSE All-World ex US Index ETF - ETF

  —

  Quality

  $4.3M51,428 sh
• 

  Alphabet Inc.

  $GOOGL

  78.2

  Quality

  $3.5M9,822 sh

Company	Quality	Value	Shares
Seagate Technology Holdings plc$STX	—	$48.8M	50,612
Vanguard Small-Cap Index ETF - ETF	—	$42.8M	141,062
Vanguard S&P 500 Index ETF - ETF	—	$41.0M	59,636
Vanguard Developed Markets Index ETF - ETF	—	$35.1M	493,332
Schwab Fundamental US Large Company Index ETF - ETF	—	$21.7M	699,040
Vanguard Mid-Cap Growth Index ETF - ETF	—	$7.5M	24,429
iShares Core S&P 500 Index ETF - ETF	—	$5.7M	7,666
Moderna, Inc.$MRNA	21.2	$4.6M	65,687
Vanguard FTSE All-World ex US Index ETF - ETF	—	$4.3M	51,428
Alphabet Inc.$GOOGL	78.2	$3.5M	9,822

Showing top 10 of 67 holdings.

Full Holdings — Aufman Associates Inc (Q2 2026)

All 67 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	$STX	Seagate Technology Holdings plc	$48.8M	19.5%	-23%	—
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%	—
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%	+1%	—
8	$MRNA	Moderna, Inc.	$4.6M	1.8%	+15%	21.2
9	—	Vanguard FTSE All-World ex US Index ETF - ETF	$4.3M	1.7%	-2%	—
10	$GOOGL	Alphabet Inc.	$3.5M	1.4%	+39%	78.2
11	$BRK.B	BERKSHIRE HATHAWAY INC	$3.1M	1.2%	-9%	73.8
12	$MTX	MINERALS TECHNOLOGIES INC	$2.7M	1.1%	-5%	43.9
13	$AAPL	Apple Inc.	$2.1M	0.8%	-5%	76.4
14	—	Vanguard Total Int'l Stock Index ETF - ETF	$1.3M	0.5%	+4%	—
15	—	iShares ESG Advanced MSCI USA ETF - ETF	$1.3M	0.5%	+0%	—
16	$MSFT	MICROSOFT CORP	$1.2M	0.5%	-0%	79.8
17	—	iShares ESG Aware MSCI USA Small-Cap ETF - ETF	$1.2M	0.5%	-1%	—
18	$XOM.R34088	EXXON MOBIL CORP	$1.0M	0.4%	-13%	57.9
19	—	iShares Russell 1000 Growth Index ETF - ETF	$957,102	0.4%	+300%	—
20	—	Vanguard Mid-Cap Index ETF - ETF	$936,279	0.4%	+300%	—
21	$CCI	CROWN CASTLE INC.	$929,510	0.4%	-14%	61.7
22	$SPY	SPDR S&P 500 ETF TRUST	$910,414	0.4%	-0%	—
23	—	Vanguard Growth Index ETF - ETF	$886,805	0.3%	+429%	—
24	$RVTY	REVVITY, INC.	$820,209	0.3%	-11%	57.6
25	$JNJ	JOHNSON & JOHNSON	$804,323	0.3%	-1%	69
26	$ABBV	AbbVie Inc.	$804,241	0.3%	-2%	72.6
27	—	iShares ESG Aware MSCI EAFE ETF - ETF	$719,961	0.3%	+1%	—
28	$AVGO	Broadcom Inc.	$711,668	0.3%	+0%	84.5
29	—	Vanguard Total Stock Market ETF - ETF	$707,052	0.3%	+0%	—
30	—	iShares Core S&P Small-Cap Index ETF - ETF	$582,972	0.2%	-0%	—
31	—	iShares Russell 1000 Value Index ETF - ETF	$560,013	0.2%	+0%	—
32	—	Fidelity NASDAQ Composite Index ETF - ETF	$512,900	0.2%	+0%	—
33	—	iShares Russell Mid-Cap Growth Index ETF - ETF	$509,507	0.2%	-1%	—
34	$CVX	CHEVRON CORP	$488,750	0.2%	-2%	62.8
35	$GOOG	Alphabet Inc.	$462,794	0.2%	-4%	78.2
36	$KHC	Kraft Heinz Co	$439,828	0.2%	+0%	47
37	$AMD	ADVANCED MICRO DEVICES INC	$424,064	0.2%	NEW	79.8
38	—	iShares ESG Optimized MSCI USA ETF - ETF	$415,699	0.2%	+0%	—
39	$TSM	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	$415,486	0.2%	-16%	—
40	$DIS	Walt Disney Co	$385,010	0.1%	+0%	60.1
41	$MRK	Merck & Co., Inc.	$384,215	0.1%	-19%	59.9
42	—	SPDR MSCI EAFE Fossil Fuel Free ETF - ETF	$382,774	0.1%	+2%	—
43	$CAT	CATERPILLAR INC	$372,715	0.1%	+0%	66.5
44	$AMZN	AMAZON COM INC	$371,489	0.1%	+13%	68.7
45	—	iShares Russell 2000 Value ETF - ETF	$331,800	0.1%	+0%	—
46	—	iShares Core S&P Mid-Cap Index ETF - ETF	$315,457	0.1%	+0%	—
47	$PAYX	PAYCHEX INC	$310,133	0.1%	+0%	74.6
48	—	SPDR DoubleLine Total Return Tactical ETF - ETF	$305,438	0.1%	+1%	—
49	$KO	COCA COLA CO	$304,642	0.1%	-1%	69.5
50	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	$298,645	0.1%	NEW	70
51	—	iShares S&P 500 Value ETF - ETF	$296,994	0.1%	+0%	—
52	$ABT	ABBOTT LABORATORIES	$276,848	0.1%	+0%	65.5
53	$UNH	UNITEDHEALTH GROUP INC	$270,991	0.1%	NEW	62.7
54	$PPL	PPL Corp	$267,178	0.1%	-2%	55.7
55	$META	Meta Platforms, Inc.	$264,032	0.1%	+5%	79.6
56	—	iShares S&P Mid-Cap 400 Value ETF - ETF	$250,993	0.1%	-9%	—
57	—	Fidelity Enhanced Large Cap Value ETF - ETF	$245,872	0.1%	+0%	—
58	$PEP	PEPSICO INC	$243,314	0.1%	+0%	63.4
59	—	iShares ESG Advanced MSCI EAFE ETF - ETF	$240,292	0.1%	+1%	—
60	$MAR	MARRIOTT INTERNATIONAL INC /MD/	$235,218	0.1%	-10%	61.7
61	—	iShares S&P Mid-Cap 400 Growth ETF - ETF	$233,590	0.1%	+0%	—
62	—	iShares MSCI EAFE ETF - ETF	$228,536	0.1%	-26%	—
63	$MCK	MCKESSON CORP	$226,680	0.1%	+0%	63.4
64	—	Vanguard ESG International Stock ETF - ETF	$225,532	0.1%	NEW	—
65	$MCD	MCDONALDS CORP	$224,129	0.1%	+0%	69
66	$VZ	VERIZON COMMUNICATIONS INC	$221,943	0.1%	+0%	65.8
67	—	iShares Global Clean Energy ETF - ETF	$210,377	0.1%	-0%	—