Aufman Associates Inc

CIK

1801573

Location

SEWICKLEY, PA

Portfolio Value

Small $162,171,707

Diversification

Moderately concentrated

Filing Date

Global Rank

#4,885 / 8,517 ▲ 571

Top Industry

Computer Hardware 62.8%

3Y Alpha vs SPY

+6.8%

Period ended 46 days ago

Filed Aug 12, 2026 · 3d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+113.2%

SPY

+75.3%

Annualised alpha

+8.1%

Max drawdown

−19.2%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

37 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

30.1%

+0.6 pts

Top 5

83.6%

+2.6 pts

Top 10

91.7%

+1.7 pts

HHI

2,105

Moderately concentrated+130

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	52.1%	$84,433,851	5
Technology	33.5%	$54,354,656	8
Healthcare	5.0%	$8,187,563	8
Communication Services	2.8%	$4,540,147	3
Financial Services	1.9%	$3,081,401	1
Basic Materials	1.6%	$2,663,733	1
Energy	0.9%	$1,522,155	2
Consumer Defensive	0.6%	$987,822	3
Real Estate	0.6%	$929,510	1
Consumer Cyclical	0.5%	$830,982	3
Industrials	0.2%	$372,715	1
Utilities	0.2%	$267,172	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

6 positions

Ticker	Company	Δ Shares	Shares	Value
MRNA	Moderna, Inc.	+8,689	65,687	$4,600,060
GOOGL	Alphabet Inc.	+2,681	11,117	$3,933,201
VXUS	Vanguard Total International Stock ETF	+624	15,298	$1,307,826
AMZN	Amazon Com Inc	+176	1,559	$371,572
DIS	Walt Disney Co	+10	4,000	$385,000
AVGO	Broadcom Inc.	+1	1,884	$711,681
No positions match the current search.

Trimmed

Positions the filer reduced

20 positions

Ticker	Company	Δ Shares	Shares	Value
STX	Seagate Technology Holdings plc	−14,895	50,612	$48,840,580
VEA	Vanguard FTSE Developed Markets ETF	−13,876	493,332	$35,149,905
CCI	Crown Castle Inc.	−2,000	12,274	$929,510
MTX	Minerals Technologies Inc	−2,000	36,011	$2,663,733
VB	Vanguard Morningstar Small-Cap ETF	−1,710	141,062	$42,758,713
XOM	ExxonMobil Holdings Corp	−1,090	7,558	$1,033,329
RVTY	Revvity, Inc.	−888	7,372	$820,208
VEU	Vanguard FTSE All-World Ex-US ETF	−820	51,428	$4,307,095
MRK	Merck & Co., Inc.	−685	2,990	$384,215
BRK-B	Berkshire Hathaway Inc	−620	6,158	$3,081,401
AAPL	Apple Inc.	−395	7,354	$2,127,953
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−160	870	$415,485
PPL	PPL Corp	−135	7,350	$267,172
MAR	Marriott International Inc /Md/	−67	635	$235,324
ABBV	AbbVie Inc.	−66	3,196	$804,241
KO	Coca Cola Co	−53	3,749	$304,681
CVX	Chevron Corp	−48	2,949	$488,826
JNJ	Johnson & Johnson	−36	3,167	$804,322
SPY	Spdr S&P 500 ETF Trust	−5	1,219	$910,312
MSFT	Microsoft Corp	−1	3,287	$1,226,116
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
AMD	Advanced Micro Devices Inc	730	$424,064
IBM	International Business Machines Corp	1,062	$298,645
UNH	Unitedhealth Group Inc	652	$270,990
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
COP	Conocophillips	2,400	$316,800
FORA	Forian Inc.	52,657	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

37 tracked positions · $162,171,707 total · filing declares 67 positions · $250,883,835 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
STX	Seagate Technology Holdings plc Technology	Reduced	50,612	-14,895	$48,840,580	+90.3%	30.12%
VB	Vanguard Morningstar Small-Cap ETF	Reduced	141,062	-1,710	$42,758,713	+14.3%	26.37%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	493,332	-13,876	$35,149,905	+8.1%	21.67%
MRNA	Moderna, Inc. Healthcare	Added	65,687	+8,689	$4,600,060	+58.9%	2.84%
VEU	Vanguard FTSE All-World Ex-US ETF	Reduced	51,428	-820	$4,307,095	+9.8%	2.66%
GOOGL	Alphabet Inc. Communication Services	Added	11,117	+2,681	$3,933,201	+62.5%	2.43%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	6,158	-620	$3,081,401	−5.1%	1.90%
MTX	Minerals Technologies Inc Basic Materials	Reduced	36,011	-2,000	$2,663,733	−1.2%	1.64%
AAPL	Apple Inc. Technology	Reduced	7,354	-395	$2,127,953	+8.2%	1.31%
VXUS	Vanguard Total International Stock ETF	Added	15,298	+624	$1,307,826	+15.6%	0.81%
MSFT	Microsoft Corp Technology	Reduced	3,287	-1	$1,226,116	+0.7%	0.76%
XOM	ExxonMobil Holdings Corp Energy	Reduced	7,558	-1,090	$1,033,329	−29.6%	0.64%
CCI	Crown Castle Inc. Real Estate	Reduced	12,274	-2,000	$929,510	−19.9%	0.57%
SPY	Spdr S&P 500 ETF Trust	Reduced	1,219	-5	$910,312	+14.4%	0.56%
RVTY	Revvity, Inc. Healthcare	Reduced	7,372	-888	$820,208	+13.3%	0.51%
JNJ	Johnson & Johnson Healthcare	Reduced	3,167	-36	$804,322	+2.7%	0.50%
ABBV	AbbVie Inc. Healthcare	Reduced	3,196	-66	$804,241	+13.4%	0.50%
AVGO	Broadcom Inc. Technology	Added	1,884	+1	$711,681	+22.1%	0.44%
CVX	Chevron Corp Energy	Reduced	2,949	-48	$488,826	−21.2%	0.30%
KHC	Kraft Heinz Co Consumer Defensive	Held	18,621	0	$439,828	+5.0%	0.27%
AMD	Advanced Micro Devices Inc Technology	NEW	730	NEW	$424,064	NEW	0.26%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	870	-160	$415,485	+19.4%	0.26%
DIS	Walt Disney Co Communication Services	Added	4,000	+10	$385,000	+0.1%	0.24%
MRK	Merck & Co., Inc. Healthcare	Reduced	2,990	-685	$384,215	−13.1%	0.24%
CAT	Caterpillar Inc Industrials	Held	350	0	$372,715	+50.3%	0.23%
AMZN	Amazon Com Inc Consumer Cyclical	Added	1,559	+176	$371,572	+29.0%	0.23%
PAYX	Paychex Inc Technology	Held	3,154	0	$310,132	+6.7%	0.19%
KO	Coca Cola Co Consumer Defensive	Reduced	3,749	-53	$304,681	+5.4%	0.19%
IBM	International Business Machines Corp Technology	NEW	1,062	NEW	$298,645	NEW	0.18%
ABT	Abbott Laboratories Healthcare	Held	3,051	0	$276,847	−11.6%	0.17%
UNH	Unitedhealth Group Inc Healthcare	NEW	652	NEW	$270,990	NEW	0.17%
PPL	PPL Corp Utilities	Reduced	7,350	-135	$267,172	−6.6%	0.16%
PEP	Pepsico Inc Consumer Defensive	Held	1,797	0	$243,313	−12.8%	0.15%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Reduced	635	-67	$235,324	+2.5%	0.15%
MCK	Mckesson Corp Healthcare	Held	300	0	$226,680	−12.7%	0.14%
MCD	Mcdonalds Corp Consumer Cyclical	Held	829	0	$224,086	−13.0%	0.14%
VZ	Verizon Communications Inc Communication Services	Held	5,242	0	$221,946	−15.7%	0.14%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.