Aufman Associates Inc

CIK

1801573

Location

SEWICKLEY, PA

Portfolio Value

Micro $49,939,070

Diversification

Highly concentrated

Filing Date

Global Rank

#6,478 / 8,232 ▲ 476

Top Industry

Computer Hardware 52.2%

3Y Alpha vs SPY

+31.0%

Period ended 2 months ago

Filed May 15, 2026 · 30d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+249.6%

SPY

+76.3%

Annualised alpha

+31.0%

Max drawdown

−22.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

32 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

51.4%

+7.7 pts

Top 5

73.0%

+6.5 pts

Top 10

83.9%

+4.1 pts

HHI

2,800

Highly concentrated+689

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	60.2%	$30,068,199	6
Healthcare	12.5%	$6,235,467	8
Financial Services	6.5%	$3,248,017	1
Basic Materials	5.4%	$2,695,740	1
Energy	4.8%	$2,404,098	3
Real Estate	2.3%	$1,160,618	1
Communication Services	2.1%	$1,034,759	3
Consumer Defensive	2.0%	$986,984	3
Unclassified	1.6%	$796,016	1
Consumer Cyclical	1.6%	$775,284	3
Utilities	0.6%	$285,927	1
Industrials	0.5%	$247,961	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

4 positions

Ticker	Company	Δ Shares	Shares	Value
MRNA	Moderna, Inc.	+13,798	56,998	$2,895,498
CVX	Chevron Corp	+10	2,997	$620,079
AVGO	Broadcom Inc.	+1	1,883	$582,807
MSFT	Microsoft Corp	+1	3,288	$1,217,118
No positions match the current search.

Trimmed

Positions the filer reduced

9 positions

Ticker	Company	Δ Shares	Shares	Value
CCI	Crown Castle Inc.	−2,105	14,274	$1,160,618
XOM	Exxon Mobil Corp	−387	8,648	$1,467,219
JNJ	Johnson & Johnson	−191	3,203	$782,941
STX	Seagate Technology Holdings plc	−52	65,507	$25,663,022
SPY	Spdr S&P 500 ETF Trust	−31	1,224	$796,016
MRK	Merck & Co., Inc.	−29	3,675	$442,065
AAPL	Apple Inc.	−21	7,749	$1,966,618
GOOGL	Alphabet Inc.	−18	1,346	$387,055
AMZN	Amazon Com Inc	−2	1,383	$288,037
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
IBM	International Business Machines Corp	729	$215,937
UNH	Unitedhealth Group Inc	652	$215,231
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

32 positions · $49,939,070 total · as of Mar 31, 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	65,507	-52	$25,663,022	+42.1%	51.39%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	6,778	0	$3,248,017	−4.7%	6.50%
MRNA	Moderna, Inc. Healthcare	Added	56,998	+13,798	$2,895,498	+127.3%	5.80%
MTX	Minerals Technologies Inc Basic Materials	Held	38,011	0	$2,695,740	+16.4%	5.40%
AAPL	Apple Inc. Technology	Reduced	7,749	-21	$1,966,618	−6.9%	3.94%
XOM	Exxon Mobil Corp Energy	Reduced	8,648	-387	$1,467,219	+34.9%	2.94%
MSFT	Microsoft Corp Technology	Added	3,288	+1	$1,217,118	−23.4%	2.44%
CCI	Crown Castle Inc. Real Estate	Reduced	14,274	-2,105	$1,160,618	−20.3%	2.32%
SPY	Spdr S&P 500 ETF Trust	Reduced	1,224	-31	$796,016	−7.0%	1.59%
JNJ	Johnson & Johnson Healthcare	Reduced	3,203	-191	$782,941	+11.5%	1.57%
RVTY	Revvity, Inc. Healthcare	Held	8,260	0	$723,658	−9.4%	1.45%
ABBV	AbbVie Inc. Healthcare	Held	3,262	0	$709,452	−4.8%	1.42%
CVX	Chevron Corp Energy	Added	2,997	+10	$620,079	+36.2%	1.24%
AVGO	Broadcom Inc. Technology	Added	1,883	+1	$582,807	−10.5%	1.17%
MRK	Merck & Co., Inc. Healthcare	Reduced	3,675	-29	$442,065	+13.4%	0.89%
KHC	Kraft Heinz Co Consumer Defensive	Held	18,621	0	$418,786	−7.3%	0.84%
GOOGL	Alphabet Inc. Communication Services	Reduced	1,346	-18	$387,055	−9.3%	0.78%
DIS	Walt Disney Co Communication Services	Held	3,990	0	$384,556	−15.3%	0.77%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Held	1,030	0	$348,088	+11.2%	0.70%
COP	Conocophillips Energy	Held	2,400	0	$316,800	+41.0%	0.63%
ABT	Abbott Laboratories Healthcare	Held	3,051	0	$313,246	−18.1%	0.63%
PAYX	Paychex Inc Technology	Held	3,154	0	$290,546	−17.9%	0.58%
KO	Coca Cola Co Consumer Defensive	Held	3,802	0	$289,142	+8.8%	0.58%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	1,383	-2	$288,037	−9.9%	0.58%
PPL	PPL Corp Utilities	Held	7,485	0	$285,927	+9.1%	0.57%
PEP	Pepsico Inc Consumer Defensive	Held	1,797	0	$279,056	+8.2%	0.56%
VZ	Verizon Communications Inc Communication Services	Held	5,242	0	$263,148	+23.3%	0.53%
MCK	Mckesson Corp Healthcare	Held	300	0	$259,608	+5.5%	0.52%
MCD	Mcdonalds Corp Consumer Cyclical	Held	829	0	$257,644	+1.7%	0.52%
CAT	Caterpillar Inc Industrials	Held	350	0	$247,961	+23.7%	0.50%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Held	702	0	$229,603	+5.4%	0.46%
FORA	Forian Inc. Healthcare	Held	52,657	0	$108,999	−2.4%	0.22%