Aufman Associates Inc Top Holdings and 13F Report (2026) About Aufman Associates IncInvestment ActivityAufman Associates Inc has $250.88 million in total holdings as of June 30, 2026.Aufman Associates Inc owns shares of 67 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 2.69% of the portfolio was purchased this quarter.About 7.65% of the portfolio was sold this quarter.This quarter, Aufman Associates Inc has purchased 65 new stocks and bought additional shares in 19 stocks.Aufman Associates Inc sold shares of 28 stocks and completely divested from 3 stocks this quarter.Largest Holdings Seagate Technology $48,840,580Vanguard Small-Cap ETF $42,758,791Vanguard S&P 500 ETF $40,958,925Vanguard FTSE Developed Markets ETF $35,149,917Schwab Fundamental U.S. Large Company ETF $21,740,144 Largest New Holdings this Quarter 30233Q108 - ExxonMobil Holdings $1,033,397 Holding007903107 - Advanced Micro Devices $424,064 Holding459200101 - International Business Machines $298,645 Holding91324P102 - UnitedHealth Group $270,991 Holding921910725 - Vanguard ESG International Stock ETF $225,532 Holding Largest Purchases this Quarter ExxonMobil Holdings 7,558 shares (about $1.03M)Alphabet 2,732 shares (about $965.33K)Vanguard Growth ETF 8,348 shares (about $719.09K)iShares Russell 1000 Growth ETF 5,781 shares (about $717.83K)Vanguard Mid-Cap ETF 8,716 shares (about $702.23K) Largest Sales this Quarter Seagate Technology 14,895 shares (about $14.37M)Vanguard FTSE Developed Markets ETF 13,876 shares (about $988.67K)Vanguard Small-Cap ETF 1,710 shares (about $518.34K)Berkshire Hathaway 620 shares (about $310.24K)Crown Castle 2,000 shares (about $151.46K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAufman Associates Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSTXSeagate Technology$48,840,580$14,373,675 â–¼-22.7%50,61219.5%TechnologyVBVanguard Small-Cap ETF$42,758,791$518,336 â–¼-1.2%141,06217.0%ETFVOOVanguard S&P 500 ETF$40,958,925$73,489 â–¼-0.2%59,63616.3%ETFVEAVanguard FTSE Developed Markets ETF$35,149,917$988,665 â–¼-2.7%493,33214.0%ETFFNDXSchwab Fundamental U.S. Large Company ETF$21,740,144$632,761 â–²3.0%699,0408.7%ETFVOTVanguard Mid-Cap Growth ETF$7,482,512$75,961 â–¼-1.0%24,4293.0%ETFIVViShares Core S&P 500 ETF$5,741,322$29,957 â–²0.5%7,6662.3%ETFMRNAModerna$4,578,384$605,623 â–²15.2%65,6871.8%HealthcareVEUVanguard FTSE All-World ex-US ETF$4,307,066$68,675 â–¼-1.6%51,4281.7%ETFGOOGAlphabet$3,470,540$965,334 â–²38.5%9,8221.4%Communication ServicesBRK.BBerkshire Hathaway$3,081,402$310,242 â–¼-9.1%6,1581.2%FinanceMTXMinerals Technologies$2,663,734$147,940 â–¼-5.3%36,0111.1%MaterialsAAPLApple$2,128,084$114,304 â–¼-5.1%7,3540.8%TechnologyVXUSVanguard Total International Stock ETF$1,307,800$53,345 â–²4.3%15,2980.5%ETFUSXFiShares ESG Advanced MSCI USA ETF$1,265,205$2,014 â–²0.2%18,2170.5%ETFMSFTMicrosoft$1,226,243$373 â–¼0.0%3,2870.5%TechnologyESMLiShares ESG Aware MSCI USA Small-Cap ETF$1,225,375$8,613 â–¼-0.7%21,9090.5%ETFExxonMobil Holdings$1,033,397$1,033,397 â–²New Holding7,5580.4%StockIWFiShares Russell 1000 Growth ETF$957,102$717,827 â–²300.0%7,7080.4%ETFVOVanguard Mid-Cap ETF$936,279$702,229 â–²300.0%11,6210.4%ETFCCICrown Castle$929,510$151,460 â–¼-14.0%12,2740.4%Real EstateSPYSPDR S&P 500 ETF Trust$910,414$3,734 â–¼-0.4%1,2190.4%ETFVUGVanguard Growth ETF$886,805$719,092 â–²428.8%10,2950.4%ETFRVTYRevvity$820,209$98,799 â–¼-10.8%7,3720.3%HealthcareJNJJohnson & Johnson$804,323$9,143 â–¼-1.1%3,1670.3%HealthcareABBVAbbVie$804,241$16,608 â–¼-2.0%3,1960.3%HealthcareESGDiShares ESG Aware MSCI EAFE ETF$719,961$9,458 â–²1.3%7,0030.3%ETFAVGOBroadcom$711,668$378 â–²0.1%1,8840.3%TechnologyVTIVanguard Total Stock Market ETF$707,052$1,480 â–²0.2%1,9110.3%ETFIJRiShares Core S&P Small-Cap ETF$582,972$2,076 â–¼-0.4%3,9310.2%ETFIWDiShares Russell 1000 Value ETF$560,0130.0%2,3100.2%ETFONEQFidelity NASDAQ Composite Index ETF$512,9000.0%4,9690.2%ETFIWPiShares Russell Mid-Cap Growth ETF$509,507$2,782 â–¼-0.5%3,4800.2%ETFCVXChevron$488,750$7,955 â–¼-1.6%2,9490.2%EnergyGOOGLAlphabet$462,794$18,226 â–¼-3.8%1,2950.2%Communication ServicesKHCKraft Heinz$439,8280.0%18,6210.2%Consumer StaplesAMDAdvanced Micro Devices$424,064$424,064 â–²New Holding7300.2%TechnologySUSAiShares MSCI USA ESG Select ETF$415,699$309 â–²0.1%2,6940.2%ETFTSMTaiwan Semiconductor Manufacturing$415,486$76,411 â–¼-15.5%8700.2%TechnologyDISWalt Disney$385,010$963 â–²0.3%4,0000.2%Communication ServicesMRKMerck & Co., Inc.$384,215$88,023 â–¼-18.6%2,9900.2%HealthcareEFAXSPDR MSCI EAFE Fossil Fuel Reserves Free ETF$382,774$5,736 â–²1.5%7,0730.2%ETFCATCaterpillar$372,7150.0%3500.1%IndustrialsAMZNAmazon.com$371,489$41,938 â–²12.7%1,5590.1%Consumer DiscretionaryIWNiShares Russell 2000 Value ETF$331,8000.0%1,5000.1%ETFIJHiShares Core S&P Mid-Cap ETF$315,4570.0%4,0910.1%ETFPAYXPaychex$310,1330.0%3,1540.1%IndustrialsTOTLSPDR Doubleline Total Return Tactical ETF$305,438$3,355 â–²1.1%7,7380.1%ETFKOCocaCola$304,642$4,307 â–¼-1.4%3,7490.1%Consumer StaplesIBMInternational Business Machines$298,645$298,645 â–²New Holding1,0620.1%TechnologyIVEiShares S&P 500 Value ETF$296,9940.0%1,3080.1%ETFABTAbbott Laboratories$276,8480.0%3,0510.1%HealthcareUNHUnitedHealth Group$270,991$270,991 â–²New Holding6520.1%HealthcarePPLPPL$267,178$4,907 â–¼-1.8%7,3500.1%UtilitiesBSVVanguard Short-Term Bond ETF$264,032$12,232 â–²4.9%3,3890.1%ETFIJJiShares S&P Mid-Cap 400 Value ETF$250,993$24,375 â–¼-8.9%1,6990.1%ETFFidelity Enhanced Large Cap Value ETF$245,8720.0%6,1330.1%ETFPEPPepsiCo$243,3140.0%1,7970.1%Consumer StaplesDMXFiShares ESG Advanced MSCI EAFE ETF$240,292$1,777 â–²0.7%2,8400.1%ETFMARMarriott International$235,218$24,818 â–¼-9.5%6350.1%Consumer DiscretionaryIJKiShares S&P Mid-Cap 400 Growth ETF$233,5900.0%1,9880.1%ETFEFAiShares MSCI EAFE ETF$228,536$81,442 â–¼-26.3%2,2000.1%ETFMCKMcKesson$226,6800.0%3000.1%HealthcareVSGXVanguard ESG International Stock ETF$225,532$225,532 â–²New Holding2,7390.1%ETFMCDMcDonald's$224,1290.0%8290.1%Consumer DiscretionaryVZVerizon Communications$221,9430.0%5,2420.1%Communication ServicesICLNiShares Global Clean Energy ETF$210,377$41 â–¼0.0%10,2670.1%ETFXOMExxonMobil$0$1,467,184 â–¼-100.0%00.0%EnergyCOPConocoPhillips$0$316,800 â–¼-100.0%00.0%EnergyFORAForian$0$109,000 â–¼-100.0%00.0%HealthcareShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
