Aufman Associates Inc
Top Portfolio Positions
32 positions ·
$49,939,070 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| STX |
Seagate Technology Holdings plc
Technology
|
65,507 | $25,663,022 | 51.39% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
6,778 | $3,248,017 | 6.50% | |
| MRNA |
Moderna, Inc.
Healthcare
|
56,998 | $2,895,498 | 5.80% | |
| MTX |
Minerals Technologies Inc
Basic Materials
|
38,011 | $2,695,740 | 5.40% | |
| AAPL |
Apple Inc.
Technology
|
7,749 | $1,966,618 | 3.94% | |
| XOM |
Exxon Mobil Corp
Energy
|
8,648 | $1,467,219 | 2.94% | |
| MSFT |
Microsoft Corp
Technology
|
3,288 | $1,217,118 | 2.44% | |
| CCI |
Crown Castle Inc.
Real Estate
|
14,274 | $1,160,618 | 2.32% | |
| SPY |
Spdr S&P 500 ETF Trust
|
1,224 | $796,016 | 1.59% | |
| JNJ |
Johnson & Johnson
Healthcare
|
3,203 | $782,941 | 1.57% |
Portfolio Trend
25 quarters · across all stocks
Holdings in FORA
Shares Held
Position Value (USD)
11 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $108,999 | 52,657 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $111,632 | 52,657 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $118,478 | 52,657 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $103,207 | 52,657 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $105,314 | 52,657 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $108,473 | 52,657 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $113,739 | 52,657 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $139,541 | 52,657 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $174,821 | 52,657 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $154,021 | 52,657 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $117,425 | 52,657 | Shares | Sole | 2023-11-13 | |
| No 13F history on record for this holder in this stock. | ||||||