Aufman Associates Inc

CIK 0001801573 · SEWICKLEY, PA · Quarter end: 2026-06-30 · Filed on: 2026-08-12 · Open the SEC source

Aufman Associates Inc reported 67 positions worth $250.9M as of June 30, 2026 (13F filed August 12, 2026). Largest holding: STX (19.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$250.9M
2026 Q2
Positions
67
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
85.7%
Est. Net Flow (Q)
2026 Q2
10 / 67 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1STXSeagate Technology HoldingsSH$48.8M19.47%50,612
2VBVanguard Small-Cap Index ETFSH$42.8M17.04%141,062
3VOOVanguard S&P 500 Index ETFSH$41.0M16.33%59,636
4VEAVanguard Developed Markets Index ETFSH$35.1M14.01%493,332
5FNDXSchwab Fundamental US Large Company Index ETFSH$21.7M8.67%699,040
6VOTVanguard Mid-Cap Growth Index ETFSH$7.5M2.98%24,429
7IVViShares Core S&P 500 Index ETFSH$5.7M2.29%7,666
8MRNAModernaSH$4.6M1.82%65,687
9VEUVanguard FTSE All-World ex US Index ETFSH$4.3M1.72%51,428
10GOOGAlphabet Cl CSH$3.5M1.38%9,822

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Aufman Associates Inc hold as of Q2 2026?

Aufman Associates Inc reported 67 positions worth $250.9M in its Q2 2026 13F filing. Largest positions: STX (19.5%), VB (17.0%), VOO (16.3%), VEA (14.0%) and FNDX (8.7%).

What did Aufman Associates Inc buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Aufman Associates Inc sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.