Top Institutional Investors

Aufman Associates Inc — 13F Holdings & Portfolio

CIK 1801573 · latest 13F-HR filed 2026-08-12

Backtest portfolio

Aufman Associates Inc manages $250.9M in 13F-reported U.S. long-equity assets across 67 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are STX (19.47%), VB (17.04%), VOO (16.33%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 5 new positions, exited 3, added to 42, and trimmed 11.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
2200 GEORGETOWN DR, SUITE 401
SEWICKLEY, PA 15143
Phone
(724) 934-5600
Filing Manager
Aufman Associates Inc
SEWICKLEY, PA
Signatory
William J Gaffey
Vice President
Loading holdings…
AUM

$250.9M

Long-equity book

Holdings

67

Distinct positions

Period

2026-06-30

Filed 2026-08-12

Q/Q Activity

+5 / −3 / ↑42 / ↓11

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • Seagate Technology Holdings$23.2M +90.3%
  • Vanguard Small-Cap Index ETF$5.4M +14.3%
  • Vanguard S&P 500 Index ETF$5.3M +14.7%
  • Schwab Fundamental US Large Company Index ETF$2.8M +15.0%
  • Vanguard Developed Markets Index ETF$2.6M +8.1%
Show all 42 →

Top Trims

  • Crown Castle-$231.1K -19.9%
  • Berkshire Hathaway Cl B-$166.6K -5.1%
  • Chevron-$131.4K -21.2%
  • iShares MSCI EAFE ETF-$61.3K -21.1%
  • Merck & Company-$57.9K -13.1%
Show all 11 →

New Positions

  • ExxonMobil Holdings$1.0M
  • Advanced Micro Devices$424.1K
  • International Business Machines$298.6K
  • UnitedHealth Group$271.0K
  • Vanguard ESG International Stock ETF$225.5K
Show all 5 →

Exited Positions

  • Exxon Mobil$1.5M
  • ConocoPhillips$316.8K
  • Forian$109.0K
Show all 3 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 Seagate Technology Holdings STX G7997R103 $48.8M 19.47% 50,612 SH
2 Vanguard Small-Cap Index ETF VB 922908751 $42.8M 17.04% 141,062 SH
3 Vanguard S&P 500 Index ETF VOO 922908363 $41.0M 16.33% 59,636 SH
4 Vanguard Developed Markets Index ETF VEA 921943858 $35.1M 14.01% 493,332 SH
5 Schwab Fundamental US Large Company Index ETF FNDX 808524771 $21.7M 8.67% 699,040 SH
6 Vanguard Mid-Cap Growth Index ETF VOT 922908538 $7.5M 2.98% 24,429 SH
7 iShares Core S&P 500 Index ETF IVV 464287200 $5.7M 2.29% 7,666 SH
8 Moderna MRNA 60770K107 $4.6M 1.82% 65,687 SH
9 Vanguard FTSE All-World ex US Index ETF VEU 922042775 $4.3M 1.72% 51,428 SH
10 Alphabet Cl C GOOG 02079K107 $3.5M 1.38% 9,822 SH
11 Berkshire Hathaway Cl B BRK.B 084670702 $3.1M 1.23% 6,158 SH
12 Minerals Technologies MTX 603158106 $2.7M 1.06% 36,011 SH
13 Apple AAPL 037833100 $2.1M 0.85% 7,354 SH
14 Vanguard Total Int'l Stock Index ETF VXUS 921909768 $1.3M 0.52% 15,298 SH
15 iShares ESG Advanced MSCI USA ETF USXF 46436E767 $1.3M 0.50% 18,217 SH
16 Microsoft MSFT 594918104 $1.2M 0.49% 3,287 SH
17 iShares ESG Aware MSCI USA Small-Cap ETF ESML 46435U663 $1.2M 0.49% 21,909 SH
18 ExxonMobil Holdings XOM 30233Q108 $1.0M 0.41% 7,558 SH
19 iShares Russell 1000 Growth Index ETF IWF 464287614 $957.1K 0.38% 7,708 SH
20 Vanguard Mid-Cap Index ETF VO 922908629 $936.3K 0.37% 11,621 SH
21 Crown Castle CCI 22822V101 $929.5K 0.37% 12,274 SH
22 SPDR S&P 500 Index ETF SPY 78462F103 $910.4K 0.36% 1,219 SH
23 Vanguard Growth Index ETF VUG 922908736 $886.8K 0.35% 10,295 SH
24 Revvity RVTY 714046109 $820.2K 0.33% 7,372 SH
25 Johnson & Johnson JNJ 478160104 $804.3K 0.32% 3,167 SH
26 AbbVie ABBV 00287Y109 $804.2K 0.32% 3,196 SH
27 iShares ESG Aware MSCI EAFE ETF ESGD 46435G516 $720.0K 0.29% 7,003 SH
28 Broadcom AVGO 11135F101 $711.7K 0.28% 1,884 SH
29 Vanguard Total Stock Market ETF VTI 922908769 $707.1K 0.28% 1,911 SH
30 iShares Core S&P Small-Cap Index ETF IJR 464287804 $583.0K 0.23% 3,931 SH
31 iShares Russell 1000 Value Index ETF IWD 464287598 $560.0K 0.22% 2,310 SH
32 Fidelity NASDAQ Composite Index ETF ONEQ 315912808 $512.9K 0.20% 4,969 SH
33 iShares Russell Mid-Cap Growth Index ETF IWP 464287481 $509.5K 0.20% 3,480 SH
34 Chevron CVX 166764100 $488.8K 0.19% 2,949 SH
35 Alphabet Cl A GOOGL 02079K305 $462.8K 0.18% 1,295 SH
36 Kraft Heinz Co KHC 500754106 $439.8K 0.18% 18,621 SH
37 Advanced Micro Devices AMD 007903107 $424.1K 0.17% 730 SH
38 iShares ESG Optimized MSCI USA ETF SUSA 464288802 $415.7K 0.17% 2,694 SH
39 Taiwan Semiconductor Mfg ADR TSM 874039100 $415.5K 0.17% 870 SH
40 The Walt Disney Company DIS 254687106 $385.0K 0.15% 4,000 SH
41 Merck & Company MRK 58933Y105 $384.2K 0.15% 2,990 SH
42 SPDR MSCI EAFE Fossil Fuel Free ETF EFAX 78470E106 $382.8K 0.15% 7,073 SH
43 Caterpillar CAT 149123101 $372.7K 0.15% 350 SH
44 Amazon.com AMZN 023135106 $371.5K 0.15% 1,559 SH
45 iShares Russell 2000 Value ETF IWN 464287630 $331.8K 0.13% 1,500 SH
46 iShares Core S&P Mid-Cap Index ETF IJH 464287507 $315.5K 0.13% 4,091 SH
47 Paychex PAYX 704326107 $310.1K 0.12% 3,154 SH
48 SPDR DoubleLine Total Return Tactical ETF TOTL 78467V848 $305.4K 0.12% 7,738 SH
49 Coca-Cola KO 191216100 $304.6K 0.12% 3,749 SH
50 International Business Machines IBM 459200101 $298.6K 0.12% 1,062 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-12 $250.9M 67 0001801573-26-000003
2026-03-31 2026-05-15 $203.8M 65 0001801573-26-000002
2025-12-31 2026-02-11 $195.1M 67 0001801573-26-000001
2025-09-30 2025-11-12 $177.7M 66 0001801573-25-000007