Aufman Associates Inc

CIK

1801573

Location

SEWICKLEY, PA

Portfolio Value

Small $250,904,688

Diversification

Moderately concentrated

Filing Date

Global Rank

#5,631 / 8,811 ▲ 122

Top Industry

Computer Hardware 62.8%

Period ended 4 months ago

Filed Aug 12, 2026 · 2mo

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 92.0% of the book (60%+)

Turnover

Low turnover

4.9% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 22.6 quarters (12+), a floor since 61.3% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 88.8%; sector active share 59.6% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

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

Top Position

37.4%

−4.7 pts

Top 5

84.6%

+0.3 pts

Top 10

92.0%

+0.8 pts

HHI

2,086

Moderately concentrated−263

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	69.0%	$173,166,832	34
Technology	21.7%	$54,354,656	8
Healthcare	3.3%	$8,187,563	8
Communication Services	1.8%	$4,540,147	4
Financial Services	1.2%	$3,081,401	1
Basic Materials	1.1%	$2,663,733	1
Energy	0.6%	$1,522,155	2
Consumer Defensive	0.4%	$987,822	3
Real Estate	0.4%	$929,510	1
Consumer Cyclical	0.3%	$830,982	3
Industrials	0.1%	$372,715	1
Utilities	0.1%	$267,172	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

19 positions

Ticker	Company	Δ Shares	Shares	Value
FNDX	Schwab Fundamental U.S. Large Company ETF	+20,346	699,040	$21,740,144
VO	VANGUARD MID-CAP INDEX FUND	+8,716	11,621	$936,303
MRNA	Moderna, Inc.	+8,689	65,687	$4,600,060
VUG	VANGUARD GROWTH INDEX FUND	+8,348	10,295	$886,811
IWF	iShares Russell 1000 Growth ETF	+5,781	7,708	$957,102
GOOG	Alphabet Inc.	+2,732	9,822	$3,470,407
VXUS	Vanguard Total International Stock ETF	+624	15,298	$1,307,826
AMZN	Amazon Com Inc	+176	1,559	$371,572
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	+157	3,389	$264,036
EFAX	State Street(R) SPDR(R) MSCI EAFE Fossil Fuel Reserves Free ETF	+106	7,073	$382,797
ESGD	iShares ESG Aware MSCI EAFE ETF	+92	7,003	$719,978
TOTL	State Street(R) DoubleLine(R) Total Return Tactical ETF	+85	7,738	$305,418
IVV	iShares Core S&P 500 ETF	+40	7,666	$5,740,990
USXF	iShares ESG Advanced MSCI USA ETF	+29	18,217	$1,265,170
DMXF	iShares ESG Advanced MSCI EAFE ETF	+21	2,840	$240,264
DIS	Walt Disney Co	+10	4,000	$385,000
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	+4	1,911	$707,146
—		+2	2,694	$415,684
AVGO	Broadcom Inc.	+1	1,884	$711,681
No positions match the current search.

Trimmed

Positions the filer reduced

25 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 Index Funds	−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 International Equity Index Funds	−820	51,428	$4,307,095
EFA	iShares MSCI EAFE ETF	−784	2,200	$228,536
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
VOT	VANGUARD MID-CAP GROWTH INDEX FUND	−248	24,429	$7,482,602
IJJ	iShares S&P Mid-Cap 400 Value ETF	−165	1,699	$250,993
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−160	870	$415,485
ESML	iShares ESG Aware MSCI USA Small-Cap ETF	−154	21,909	$1,225,370
PPL	PPL Corp	−135	7,350	$267,172
VOO	VANGUARD 500 INDEX FUND	−107	59,636	$40,958,601
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
GOOGL	Alphabet Inc.	−51	1,295	$462,794
CVX	Chevron Corp	−48	2,949	$488,826
JNJ	Johnson & Johnson	−36	3,167	$804,322
—		−19	3,480	$509,506
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 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
VSGX	VANGUARD ESG INTERNATIONAL STOCK ETF	2,739	$225,529
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
—		52,657	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

67 tracked positions · $250,904,688 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

Showing 1–50 of 67 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
STX	Seagate Technology Holdings plc Technology	Reduced	50,612	-14,895	$48,840,580	+90.3%	21	$90.11	19.47%
VB	Vanguard Index Funds	Reduced	141,062	-1,710	$42,758,713	+14.3%	26+	before history	17.04%
VOO	VANGUARD 500 INDEX FUND	Reduced	59,636	-107	$40,958,601	+14.7%	26+	before history	16.32%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	493,332	-13,876	$35,149,905	+8.1%	26+	before history	14.01%
FNDX	Schwab Fundamental U.S. Large Company ETF	Added	699,040	+20,346	$21,740,144	+15.0%	15	unpriced	8.66%
VOT	VANGUARD MID-CAP GROWTH INDEX FUND	Reduced	24,429	-248	$7,482,602	+17.8%	26+	before history	2.98%
IVV	iShares Core S&P 500 ETF	Added	7,666	+40	$5,740,990	—	26+	before history	2.29%
MRNA	Moderna, Inc. Healthcare	Added	65,687	+8,689	$4,600,060	+58.9%	10	$46.10	1.83%
VEU	Vanguard International Equity Index Funds	Reduced	51,428	-820	$4,307,095	+9.8%	26+	before history	1.72%
GOOG	Alphabet Inc. Communication Services	Added	9,822	+2,732	$3,470,407	+70.6%	26+	before history	1.38%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	6,158	-620	$3,081,401	−5.1%	26+	before history	1.23%
MTX	Minerals Technologies Inc Basic Materials	Reduced	36,011	-2,000	$2,663,733	−1.2%	20	$64.03	1.06%
AAPL	Apple Inc. Technology	Reduced	7,354	-395	$2,127,953	+8.2%	26+	before history	0.85%
VXUS	Vanguard Total International Stock ETF	Added	15,298	+624	$1,307,826	+15.6%	26+	before history	0.52%
USXF	iShares ESG Advanced MSCI USA ETF	Added	18,217	+29	$1,265,170	—	19	unpriced	0.50%
MSFT	Microsoft Corp Technology	Reduced	3,287	-1	$1,226,116	+0.7%	26+	before history	0.49%
ESML	iShares ESG Aware MSCI USA Small-Cap ETF	Reduced	21,909	-154	$1,225,370	—	19	unpriced	0.49%
XOM	ExxonMobil Holdings Corp Energy	Reduced	7,558	-1,090	$1,033,329	−29.6%	26+	before history	0.41%
IWF	iShares Russell 1000 Growth ETF	Added	7,708	+5,781	$957,102	—	5	unpriced	0.38%
VO	VANGUARD MID-CAP INDEX FUND	Added	11,621	+8,716	$936,303	+348.9%	26+	before history	0.37%
CCI	Crown Castle Inc. Real Estate	Reduced	12,274	-2,000	$929,510	−19.9%	22	$156.88	0.37%
SPY	Spdr S&P 500 ETF Trust	Reduced	1,219	-5	$910,312	+14.4%	26+	before history	0.36%
VUG	VANGUARD GROWTH INDEX FUND	Added	10,295	+8,348	$886,811	+525.7%	9	unpriced	0.35%
RVTY	Revvity, Inc. Healthcare	Reduced	7,372	-888	$820,208	+13.3%	14	$131.72	0.33%
JNJ	Johnson & Johnson Healthcare	Reduced	3,167	-36	$804,322	+2.7%	26+	before history	0.32%
ABBV	AbbVie Inc. Healthcare	Reduced	3,196	-66	$804,241	+13.4%	26+	before history	0.32%
ESGD	iShares ESG Aware MSCI EAFE ETF	Added	7,003	+92	$719,978	—	19	unpriced	0.29%
AVGO	Broadcom Inc. Technology	Added	1,884	+1	$711,681	+22.1%	8	unpriced	0.28%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	1,911	+4	$707,146	+15.6%	17	unpriced	0.28%
IJR	iShares Core S&P Small-Cap ETF	Reduced	3,931	-14	$583,006	—	15	unpriced	0.23%
IWD	iShares Russell 1000 Value ETF	Held	2,310	0	$560,013	—	5	unpriced	0.22%
ONEQ	Fidelity Nasdaq Composite Index ETF	Held	4,969	0	$512,900	+21.6%	26+	before history	0.20%
		Reduced	3,480	-19	$509,506	+13.7%	5	$126.51	0.20%
CVX	Chevron Corp Energy	Reduced	2,949	-48	$488,826	−21.2%	19	$130.45	0.19%
GOOGL	Alphabet Inc. Communication Services	Reduced	1,295	-51	$462,794	+19.6%	13	$115.13	0.18%
KHC	Kraft Heinz Co Consumer Defensive	Held	18,621	0	$439,828	+5.0%	8	$34.41	0.18%
AMD	Advanced Micro Devices Inc Technology	NEW	730	NEW	$424,064	NEW	1	$409.99	0.17%
		Added	2,694	+2	$415,684	+16.9%	7	$123.34	0.17%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	870	-160	$415,485	+19.4%	5	$185.25	0.17%
DIS	Walt Disney Co Communication Services	Added	4,000	+10	$385,000	+0.1%	26+	before history	0.15%
MRK	Merck & Co., Inc. Healthcare	Reduced	2,990	-685	$384,215	−13.1%	8	$117.47	0.15%
EFAX	State Street(R) SPDR(R) MSCI EAFE Fossil Fuel Reserves Free ETF	Added	7,073	+106	$382,797	+10.4%	15	unpriced	0.15%
CAT	Caterpillar Inc Industrials	Held	350	0	$372,715	+50.3%	3	$555.79	0.15%
AMZN	Amazon Com Inc Consumer Cyclical	Added	1,559	+176	$371,572	+29.0%	9	$191.24	0.15%
		Held	1,500	0	$331,800	+16.7%	5	$148.91	0.13%
IJH	iShares Core S&P Mid-Cap ETF	Held	4,091	0	$315,457	—	23	unpriced	0.13%
PAYX	Paychex Inc Technology	Held	3,154	0	$310,132	+6.7%	23	$101.70	0.12%
TOTL	State Street(R) DoubleLine(R) Total Return Tactical ETF	Added	7,738	+85	$305,418	+0.4%	20	$45.29	0.12%
KO	Coca Cola Co Consumer Defensive	Reduced	3,749	-53	$304,681	+5.4%	26+	before history	0.12%
IBM	International Business Machines Corp Technology	NEW	1,062	NEW	$298,645	NEW	1	$251.95	0.12%

Showing the top 50 of 67 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.