Aufman Associates Inc

CIK 1801573 · Lihat di SEC EDGAR ↗

Nilai portofolio QoQ: +23.1% 13F tidak mengungkapkan kas

Bobot 10 kepemilikan teratas85,71%

Bobot 25 kepemilikan teratas93,75%

Posisi di atas 1%12

Jumlah posisi efektif8,1

Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)

Perputaran Q2 2026: 2,97% Perkiraan pembelian $6.758.437 · penjualan $19.188.366

Kepemilikan median: 6,0 kuartal Dilacak Q1 2025–Q2 2026 · 90,5% masih dipegang

Posisi baru5

Meningkat19

Menurun28

Tertutup3

Nilai Portofolio $250.9M #5.782 dari 9.337 berdasarkan nilai 13F · top 61.9%

Posisi 67

Per tanggal 30 Juni 2026 Data per Q2 2026

Rincian sektor

Technology 21,5%

Healthcare 3,3%

Communication Services 1,8%

Financials 1,2%

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%

Lainnya/Tidak terpetakan 69,4%

Portofolio lengkap 67 posisi

					Rentetan
STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland)	$48.840.580	19,47%	50.612	$23.177.558	Turun ×6
VB Vanguard Morningstar Small-Cap ETF	$42.758.791	17,04%	141.062	$5.363.990	Turun ×6
VOO Vanguard S&P 500 ETF	$40.958.925	16,33%	59.636	$5.259.708	Turun ×6
VEA Vanguard FTSE Developed Markets ETF	$35.149.917	14,01%	493.332	$2.648.002	Turun ×2
FNDX SCHWAB STRATEGIC TRUST	$21.740.144	8,67%	699.040	$2.838.528	Naik ×3
VOT Vanguard Morningstar Mid-Cap Growth ETF	$7.482.512	2,98%	24.429	$1.131.927	Turun ×1
IVV iShares Trust	$5.741.322	2,29%	7.666	$759.730	Naik ×1
MRNA Moderna, Inc. - Common Stock	$4.578.384	1,82%	65.687	$1.829.370	Naik ×6
VEU Vanguard FTSE All World Ex US ETF	$4.307.066	1,72%	51.428	$383.243	Turun ×2
GOOG Alphabet Inc. - Class C Capital Stock	$3.470.540	1,38%	9.822	$1.436.596	Naik ×2
BRK-B (diajukan sebagai BRKB) Berkshire Hathaway Inc. Class B	$3.081.402	1,23%	6.158	$-166.616	Turun ×1
MTX Minerals Technologies Inc. Common Stock	$2.663.734	1,06%	36.011	$-32.006	Turun ×1
AAPL Apple Inc. - Common Stock	$2.128.084	0,85%	7.354	$161.375	Turun ×4
VXUS Vanguard Total International Stock ETF	$1.307.800	0,52%	15.298	$176.259	Naik ×6
USXF iShares ESG Advanced MSCI USA ETF	$1.265.205	0,50%	18.217	$261.209	Naik ×4
MSFT Microsoft Corporation - Common Stock	$1.226.243	0,49%	3.287	$9.093	Turun ×1
ESML iShares Trust	$1.225.375	0,49%	21.909	$187.983	Turun ×2
Penerbit tidak dikenal (CUSIP: 30233Q108)	$1.033.397	0,41%	7.558		Naik ×1
IWF iShares Russell 1000 Growth Fund	$957.102	0,38%	7.708	$135.429	Naik ×1
VO Vanguard Morningstar Mid-Cap ETF	$936.279	0,37%	11.621	$102.036	Naik ×1
CCI Crown Castle Inc. Common Stock	$929.510	0,37%	12.274	$-231.109	Turun ×2
SPY SPY	$910.414	0,36%	1.219	$114.398	Turun ×6
VUG Vanguard Morningstar Growth ETF	$886.805	0,35%	10.295	$36.464	Naik ×1
RVTY Revvity, Inc. Common Stock	$820.209	0,33%	7.372	$96.550	Turun ×1
JNJ Johnson & Johnson Common Stock	$804.323	0,32%	3.167	$21.382	Turun ×3
ABBV AbbVie Inc. Common Stock	$804.241	0,32%	3.196	$94.891	Turun ×1
ESGD iShares ESG Aware MSCI EAFE ETF	$719.961	0,29%	7.003	$59.168	Naik ×1
AVGO Broadcom Inc. - Common Stock	$711.668	0,28%	1.884	$128.799	Naik ×3
VTI Vanguard Morningstar Total Stock Market ETF	$707.052	0,28%	1.911	$95.247	Naik ×3
IJR iShares Trust	$582.972	0,23%	3.931	$92.578	Turun ×1
IWD iShares Russell 1000 Value ETF	$560.013	0,22%	2.310	$66.435
ONEQ Fidelity Nasdaq Composite Index ETF	$512.900	0,20%	4.969	$90.982
IWP iShares Russell Midcap Growth ETF	$509.507	0,20%	3.480	$61.215	Turun ×1
CVX Chevron Corporation Common Stock	$488.750	0,19%	2.949	$-131.391	Turun ×1
GOOGL Alphabet Inc. - Class A Common Stock	$462.794	0,18%	1.295	$75.738	Turun ×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		Naik ×1
SUSA iShares ESG Optimized MSCI USA ETF	$415.699	0,17%	2.694	$60.070	Naik ×2
TSM Taiwan Semiconductor Manufacturing Company Ltd.	$415.486	0,17%	870	$67.397	Turun ×1
DIS Walt Disney Company (The) Common Stock	$385.010	0,15%	4.000	$444	Naik ×1
MRK Merck & Company, Inc. Common Stock (new)	$384.215	0,15%	2.990	$-57.851	Turun ×3
EFAX SPDR INDEX SHARES FUNDS	$382.774	0,15%	7.073	$36.066	Naik ×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	Naik ×1
IWN iShares Russell 2000 Value ETF	$331.800	0,13%	1.500	$47.415
IJH iShares Trust	$315.457	0,13%	4.091	$39.192
PAYX Paychex, Inc. - Common Stock	$310.133	0,12%	3.154	$19.587
TOTL State Street DoubleLine Total Return Tactical ETF	$305.438	0,12%	7.738	$1.372	Naik ×1
KO Coca-Cola Company (The) Common Stock	$304.642	0,12%	3.749	$15.489	Turun ×1
IBM International Business Machines Corporation Common Stock	$298.645	0,12%	1.062
IVE iShares Trust	$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	Turun ×1
BSV VANGUARD BOND INDEX FUNDS	$264.032	0,11%	3.389	$10.575	Naik ×2
IJJ iShares Trust	$250.993	0,10%	1.699	$4.013	Turun ×1
FELV Fidelity Covington Trust	$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	Naik ×1
MAR Marriott International - Class A Common Stock	$235.218	0,09%	635	$5.709	Turun ×1
IJK iShares Trust	$233.590	0,09%	1.988	$33.557
EFA iShares Trust	$228.536	0,09%	2.200	$-61.277	Turun ×1
MCK McKesson Corporation Common Stock	$226.680	0,09%	300	$-32.928
VSGX Vanguard ESG International Stock ETF	$225.532	0,09%	2.739		Naik ×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	Turun ×1
Tidak ada hasil

Kepemilikan dengan keyakinan

Posisi meningkat selama 3+ kuartal berturut-turut.

Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)

Sekuritas	Nilai	% dari portofolio	Rentetan
FNDX	$21.740.144	8,67%	naik ×3
MRNA	$4.578.384	1,82%	naik ×6
VXUS	$1.307.800	0,52%	naik ×6
USXF	$1.265.205	0,50%	naik ×4
AVGO	$711.668	0,28%	naik ×3
VTI	$707.052	0,28%	naik ×3

Taruhan baru terbesar

Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.

Sekuritas	Nilai	Saham	% dari portofolio
Penerbit tidak dikenal (CUSIP: 30233Q108)	$1.033.397	7.558	0,41%
AMD	$424.064	730	0,17%
IBM	$298.645	1.062	0,12%
UNH	$270.991	652	0,11%
VSGX	$225.532	2.739	0,09%

Penggerak teratas (QoQ)

Sekuritas	Aksi	Saham Δ	Nilai Δ
STX	Dipangkas	-15K	+$23.2M
VB	Dipangkas	-2K	+$5.4M
VOO	Dipangkas	-107	+$5.3M
FNDX	Beli lebih banyak	+20K	+$2.8M
VEA	Dipangkas	-14K	+$2.6M
MRNA	Beli lebih banyak	+9K	+$1.8M
GOOG	Beli lebih banyak	+3K	+$1.4M
VOT	Dipangkas	-248	+$1.1M
IVV	Beli lebih banyak	+40	+$760K
VEU	Dipangkas	-820	+$383K

Posisi yang keluar

Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan

Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.

Sekuritas	Kuartal	Saham sebelumnya	Nilai sebelumnya	Harga sejak keluar
XOM	30 Juni 2026	8.648	$1.467.184	20,0%
COP	30 Juni 2026	2.400	$316.800	23,5%
ALTO	30 Sep. 2025	266.662	$306.661	250,9%
ORCL	31 Des. 2025	838	$235.679	-26,9%
DUK	30 Juni 2025	1.828	$223.006	-3,5%
IBM	31 Maret 2026	729	$215.937	-8,6%
UNH	31 Maret 2026	652	$215.232	39,9%
SGOV	31 Des. 2025	2.043	$205.770	0,3%
FORA	30 Juni 2026	52.657	$109.000	Tidak lagi dilacak