Aufman Associates Inc

CIK

1801573

Location

SEWICKLEY, PA

Portfolio Value

Micro $285,927

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

1 positions · $285,927 total · Utilities only · 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	History
PPL	PPL Corp Utilities	Held	7,485	0	$285,927	+9.1%	100.00%