Aufman Associates Inc
CIK 1801573 · View on SEC EDGAR ↗
- Portfolio value
- $250.9M
- Positions
- 67
- As of
- June 30, 2026
#5,723 of 9,443 by 13F value · top 60.6%
Portfolio value QoQ: +23.1% 13F does not disclose cash
- Top 10 holdings weight
- 85.71%
- Top 25 holdings weight
- 93.75%
- Positions above 1%
- 12
- Effective number of positions
- 8.1
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 2.97% Est. buys $6,758,437 · sells $19,188,366
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 87.0% still held
- New positions
- 5
- Increased
- 19
- Decreased
- 28
- Closed
- 3
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
21.5%
Healthcare
3.3%
Communication Services
1.7%
Materials
1.1%
Real Estate
0.4%
Consumer Staples
0.4%
Industrials
0.3%
Energy
0.2%
Consumer Discretionary
0.2%
Retail
0.1%
Utilities
0.1%
Telecommunication
0.1%
Other/Unmapped
70.7%
Full portfolio 67 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) | $48,840,580 | 19.47% | 50,612 | $23,177,558 | Down ×6 | ||
| VB | $42,758,791 | 17.04% | 141,062 | $5,363,990 | Down ×6 | ||
| VOO | $40,958,925 | 16.33% | 59,636 | $5,259,708 | Down ×6 | ||
| VEA | $35,149,917 | 14.01% | 493,332 | $2,648,002 | Down ×2 | ||
| FNDX | $21,740,144 | 8.67% | 699,040 | $2,838,528 | Up ×3 | ||
| VOT | $7,482,512 | 2.98% | 24,429 | $1,131,927 | Down ×1 | ||
| IVV | $5,741,322 | 2.29% | 7,666 | $759,730 | Up ×1 | ||
| MRNA Moderna, Inc. - Common Stock | $4,578,384 | 1.82% | 65,687 | $1,829,370 | Up ×6 | ||
| VEU | $4,307,066 | 1.72% | 51,428 | $383,243 | Down ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $3,470,540 | 1.38% | 9,822 | $1,436,596 | Up ×2 | ||
| BRKB | $3,081,402 | 1.23% | 6,158 | $-166,616 | Down ×1 | ||
| MTX Minerals Technologies Inc. Common Stock | $2,663,734 | 1.06% | 36,011 | $-32,006 | Down ×1 | ||
| AAPL Apple Inc. - Common Stock | $2,128,084 | 0.85% | 7,354 | $161,375 | Down ×4 | ||
| VXUS Vanguard Total International Stock ETF | $1,307,800 | 0.52% | 15,298 | $176,259 | Up ×6 | ||
| USXF iShares ESG Advanced MSCI USA ETF | $1,265,205 | 0.50% | 18,217 | $261,209 | Up ×4 | ||
| MSFT Microsoft Corporation - Common Stock | $1,226,243 | 0.49% | 3,287 | $9,093 | Down ×1 | ||
| ESML | $1,225,375 | 0.49% | 21,909 | $187,983 | Down ×2 | ||
| Unknown issuer (CUSIP: 30233Q108) | $1,033,397 | 0.41% | 7,558 | Up ×1 | |||
| IWF | $957,102 | 0.38% | 7,708 | $135,429 | Up ×1 | ||
| VO | $936,279 | 0.37% | 11,621 | $102,036 | Up ×1 | ||
| CCI Crown Castle Inc. Common Stock | $929,510 | 0.37% | 12,274 | $-231,109 | Down ×2 | ||
| SPY SPY | $910,414 | 0.36% | 1,219 | $114,398 | Down ×6 | ||
| VUG | $886,805 | 0.35% | 10,295 | $36,464 | Up ×1 | ||
| RVTY Revvity, Inc. Common Stock | $820,209 | 0.33% | 7,372 | $96,550 | Down ×1 | ||
| JNJ Johnson & Johnson Common Stock | $804,323 | 0.32% | 3,167 | $21,382 | Down ×3 | ||
| ABBV AbbVie Inc. Common Stock | $804,241 | 0.32% | 3,196 | $94,891 | Down ×1 | ||
| ESGD iShares ESG Aware MSCI EAFE ETF | $719,961 | 0.29% | 7,003 | $59,168 | Up ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $711,668 | 0.28% | 1,884 | $128,799 | Up ×3 | ||
| VTI | $707,052 | 0.28% | 1,911 | $95,247 | Up ×3 | ||
| IJR | $582,972 | 0.23% | 3,931 | $92,578 | Down ×1 | ||
| IWD | $560,013 | 0.22% | 2,310 | $66,435 | |||
| ONEQ Fidelity Nasdaq Composite Index ETF | $512,900 | 0.20% | 4,969 | $90,982 | |||
| IWP | $509,507 | 0.20% | 3,480 | $61,215 | Down ×1 | ||
| CVX Chevron Corporation Common Stock | $488,750 | 0.19% | 2,949 | $-131,391 | Down ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $462,794 | 0.18% | 1,295 | $75,738 | Down ×5 | ||
| KHC The Kraft Heinz Company - Common Stock | $439,828 | 0.18% | 18,621 | $21,042 | |||
| AMD Advanced Micro Devices, Inc. - Common Stock | $424,064 | 0.17% | 730 | Up ×1 | |||
| SUSA | $415,699 | 0.17% | 2,694 | $60,070 | Up ×2 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $415,486 | 0.17% | 870 | $67,397 | Down ×1 | ||
| DIS Walt Disney Company (The) Common Stock | $385,010 | 0.15% | 4,000 | $444 | Up ×1 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $384,215 | 0.15% | 2,990 | $-57,851 | Down ×3 | ||
| EFAX | $382,774 | 0.15% | 7,073 | $36,066 | Up ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $372,715 | 0.15% | 350 | $124,754 | |||
| AMZN Amazon.com, Inc. - Common Stock | $371,489 | 0.15% | 1,559 | $83,524 | Up ×1 | ||
| IWN | $331,800 | 0.13% | 1,500 | $47,415 | |||
| IJH | $315,457 | 0.13% | 4,091 | $39,192 | |||
| PAYX Paychex, Inc. - Common Stock | $310,133 | 0.12% | 3,154 | $19,587 | |||
| TOTL | $305,438 | 0.12% | 7,738 | $1,372 | Up ×1 | ||
| KO Coca-Cola Company (The) Common Stock | $304,642 | 0.12% | 3,749 | $15,489 | Down ×1 | ||
| IBM International Business Machines Corporation Common Stock | $298,645 | 0.12% | 1,062 | ||||
| IVE | $296,994 | 0.12% | 1,308 | $20,810 | |||
| ABT Abbott Laboratories Common Stock | $276,848 | 0.11% | 3,051 | $-36,398 | |||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $270,991 | 0.11% | 652 | ||||
| PPL PPL Corporation Common Stock | $267,178 | 0.11% | 7,350 | $-18,749 | Down ×1 | ||
| BSV | $264,032 | 0.11% | 3,389 | $10,575 | Up ×2 | ||
| IJJ | $250,993 | 0.10% | 1,699 | $4,013 | Down ×1 | ||
| FELV | $245,872 | 0.10% | 6,133 | $31,769 | |||
| PEP PepsiCo, Inc. - Common Stock | $243,314 | 0.10% | 1,797 | $-35,742 | |||
| DMXF iShares ESG Advanced MSCI EAFE ETF | $240,292 | 0.10% | 2,840 | $27,575 | Up ×1 | ||
| MAR Marriott International - Class A Common Stock | $235,218 | 0.09% | 635 | $5,709 | Down ×1 | ||
| IJK | $233,590 | 0.09% | 1,988 | $33,557 | |||
| EFA | $228,536 | 0.09% | 2,200 | $-61,277 | Down ×1 | ||
| MCK McKesson Corporation Common Stock | $226,680 | 0.09% | 300 | $-32,928 | |||
| VSGX | $225,532 | 0.09% | 2,739 | Up ×1 | |||
| MCD McDonald's Corporation Common Stock | $224,129 | 0.09% | 829 | $-33,564 | |||
| VZ Verizon Communications Inc. Common Stock | $221,943 | 0.09% | 5,242 | $-41,195 | |||
| ICLN iShares Global Clean Energy ETF | $210,377 | 0.08% | 10,267 | $22,551 | Down ×1 | ||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| XOM | June 30, 2026 | 8,648 | $1,467,184 | 22.5% |
| COP | June 30, 2026 | 2,400 | $316,800 | 29.7% |
| ALTO | Sept. 30, 2025 | 266,662 | $306,661 | 291.7% |
| TSM | March 31, 2025 | 1,195 | $236,001 | 148.7% |
| ORCL | Dec. 31, 2025 | 838 | $235,679 | -26.9% |
| JPM | March 31, 2025 | 971 | $232,842 | 44.8% |
| DUK | June 30, 2025 | 1,828 | $223,006 | 5.1% |
| IBM | March 31, 2026 | 729 | $215,937 | -2.6% |
| UNH | March 31, 2026 | 652 | $215,232 | 45.0% |
| IVW | March 31, 2025 | 2,075 | $210,675 | No longer tracked |
| PG | March 31, 2025 | 1,231 | $206,453 | -15.3% |
| SGOV | Dec. 31, 2025 | 2,043 | $205,770 | 0.2% |
| FORA | June 30, 2026 | 52,657 | $109,000 | No longer tracked |