# Aufman Associates Inc

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1801573. Source: https://holderbook.com/funds/1801573-aufman-associates-inc/

- Reported value: $250.9M
- Positions: 67
- Weight of the ten largest: 85.7%
- Filed: 2026-08-12

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| SEAGATE TECHNOLOGY HLDNGS PL | [STX](https://holderbook.com/stocks/STX/) | $48.8M | 50,612 | 19.5% | 21 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $42.8M | 141,062 | 17.0% | 27 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $41.0M | 59,636 | 16.3% | 27 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $35.1M | 493,332 | 14.0% | 27 |
| SCHWAB STRATEGIC TR | [FNDX](https://holderbook.com/stocks/FNDX/) | $21.7M | 699,040 | 8.7% | 15 |
| VANGUARD INDEX FDS | [VOT](https://holderbook.com/stocks/VOT/) | $7.5M | 24,429 | 3.0% | 27 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $5.7M | 7,666 | 2.3% | 27 |
| MODERNA INC | [MRNA](https://holderbook.com/stocks/MRNA/) | $4.6M | 65,687 | 1.8% | 10 |
| VANGUARD INTL EQUITY INDEX F | [VEU](https://holderbook.com/stocks/VEU/) | $4.3M | 51,428 | 1.7% | 27 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $3.5M | 9,822 | 1.4% | 27 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $3.1M | 6,158 | 1.2% | 27 |
| MINERALS TECHNOLOGIES INC | [MTX](https://holderbook.com/stocks/MTX/) | $2.7M | 36,011 | 1.1% | 20 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $2.1M | 7,354 | 0.8% | 27 |
| VANGUARD STAR FDS | [VXUS](https://holderbook.com/stocks/VXUS/) | $1.3M | 15,298 | 0.5% | 27 |
| ISHARES TR | [USXF](https://holderbook.com/stocks/USXF/) | $1.3M | 18,217 | 0.5% | 19 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $1.2M | 3,287 | 0.5% | 27 |
| ISHARES TR | [ESML](https://holderbook.com/stocks/ESML/) | $1.2M | 21,909 | 0.5% | 19 |
| EXXONMOBIL HOLDINGS CORP COM SHS | [XOM](https://holderbook.com/stocks/XOM/) | $1.0M | 7,558 | 0.4% | 1 |
| ISHARES TR | [IWF](https://holderbook.com/stocks/IWF/) | $957.1K | 7,708 | 0.4% | 5 |
| VANGUARD INDEX FDS | [VO](https://holderbook.com/stocks/VO/) | $936.3K | 11,621 | 0.4% | 27 |
| CROWN CASTLE INC | [CCI](https://holderbook.com/stocks/CCI/) | $929.5K | 12,274 | 0.4% | 22 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $910.4K | 1,219 | 0.4% | 27 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $886.8K | 10,295 | 0.4% | 9 |
| REVVITY INC | [RVTY](https://holderbook.com/stocks/RVTY/) | $820.2K | 7,372 | 0.3% | 14 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $804.3K | 3,167 | 0.3% | 27 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $804.2K | 3,196 | 0.3% | 27 |
| ISHARES TR | [ESGD](https://holderbook.com/stocks/ESGD/) | $720.0K | 7,003 | 0.3% | 19 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $711.7K | 1,884 | 0.3% | 8 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $707.1K | 1,911 | 0.3% | 17 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $583.0K | 3,931 | 0.2% | 15 |
| ISHARES TR | [IWD](https://holderbook.com/stocks/IWD/) | $560.0K | 2,310 | 0.2% | 5 |
| FIDELITY COMWLTH TR | [ONEQ](https://holderbook.com/stocks/ONEQ/) | $512.9K | 4,969 | 0.2% | 27 |
| ISHARES TR | [IWP](https://holderbook.com/stocks/IWP/) | $509.5K | 3,480 | 0.2% | 5 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $488.8K | 2,949 | 0.2% | 19 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $462.8K | 1,295 | 0.2% | 13 |
| KRAFT HEINZ CO | [KHC](https://holderbook.com/stocks/KHC/) | $439.8K | 18,621 | 0.2% | 8 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $424.1K | 730 | 0.2% | 1 |
| ISHARES TR | [SUSA](https://holderbook.com/stocks/SUSA/) | $415.7K | 2,694 | 0.2% | 7 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $415.5K | 870 | 0.2% | 5 |
| DISNEY WALT CO | [DIS](https://holderbook.com/stocks/DIS/) | $385.0K | 4,000 | 0.2% | 27 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $384.2K | 2,990 | 0.2% | 8 |
| SPDR INDEX SHS FDS | [EFAX](https://holderbook.com/stocks/EFAX/) | $382.8K | 7,073 | 0.2% | 15 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $372.7K | 350 | 0.1% | 3 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $371.5K | 1,559 | 0.1% | 9 |
| ISHARES TR | [IWN](https://holderbook.com/stocks/IWN/) | $331.8K | 1,500 | 0.1% | 5 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $315.5K | 4,091 | 0.1% | 23 |
| PAYCHEX INC | [PAYX](https://holderbook.com/stocks/PAYX/) | $310.1K | 3,154 | 0.1% | 23 |
| SSGA ACTIVE ETF TR | [TOTL](https://holderbook.com/stocks/TOTL/) | $305.4K | 7,738 | 0.1% | 20 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $304.6K | 3,749 | 0.1% | 27 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $298.6K | 1,062 | 0.1% | 1 |
| ISHARES TR | [IVE](https://holderbook.com/stocks/IVE/) | $297.0K | 1,308 | 0.1% | 8 |
| ABBOTT LABORATORIES | [ABT](https://holderbook.com/stocks/ABT/) | $276.8K | 3,051 | 0.1% | 27 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $271.0K | 652 | 0.1% | 1 |
| PPL CORP | [PPL](https://holderbook.com/stocks/PPL/) | $267.2K | 7,350 | 0.1% | 27 |
| VANGUARD BD INDEX FDS | [BSV](https://holderbook.com/stocks/BSV/) | $264.0K | 3,389 | 0.1% | 3 |
| ISHARES TR | [IJJ](https://holderbook.com/stocks/IJJ/) | $251.0K | 1,699 | 0.1% | 8 |
| FIDELITY COVINGTON TRUST | [FELV](https://holderbook.com/stocks/FELV/) | $245.9K | 6,133 | 0.1% | 4 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $243.3K | 1,797 | 0.1% | 8 |
| ISHARES TR | [DMXF](https://holderbook.com/stocks/DMXF/) | $240.3K | 2,840 | 0.1% | 5 |
| MARRIOTT INTL INC NEW | [MAR](https://holderbook.com/stocks/MAR/) | $235.2K | 635 | 0.1% | 3 |
| ISHARES TR | [IJK](https://holderbook.com/stocks/IJK/) | $233.6K | 1,988 | 0.1% | 8 |
| ISHARES TR | [EFA](https://holderbook.com/stocks/EFA/) | $228.5K | 2,200 | 0.1% | 5 |
| MCKESSON CORP | [MCK](https://holderbook.com/stocks/MCK/) | $226.7K | 300 | 0.1% | 6 |
| VANGUARD WORLD FD | [VSGX](https://holderbook.com/stocks/VSGX/) | $225.5K | 2,739 | 0.1% | 1 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $224.1K | 829 | 0.1% | 8 |
| VERIZON COMMUNICATIONS INC | [VZ](https://holderbook.com/stocks/VZ/) | $221.9K | 5,242 | 0.1% | 8 |
| ISHARES TR | [ICLN](https://holderbook.com/stocks/ICLN/) | $210.4K | 10,267 | 0.1% | 9 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +30.0% | +14.8% | +15.2% | 100% |
| Q1 2026 | +3.8% | -4.6% | +8.5% | 100% |
| Q4 2025 | +3.6% | +2.4% | +1.2% | 100% |
| Q3 2025 | +10.5% | +7.8% | +2.6% | 100% |
| Q2 2025 | +10.9% | +10.5% | +0.5% | 100% |
| Q1 2025 | -2.7% | -4.6% | +1.9% | 100% |
| Q4 2024 | -2.9% | +2.1% | -5.0% | 100% |
| Q3 2024 | +6.5% | +5.4% | +1.1% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $250.9M | 67 |
| Q1 2026 | $203.8M | 65 |
| Q4 2025 | $195.1M | 67 |
| Q3 2025 | $177.7M | 66 |
| Q2 2025 | $162.2M | 64 |
| Q1 2025 | $145.5M | 57 |
| Q4 2024 | $148.1M | 59 |
| Q3 2024 | $155.6M | 64 |
| Q2 2024 | $140.5M | 46 |
| Q1 2024 | $142.0M | 46 |
| Q4 2023 | $132.5M | 43 |
| Q3 2023 | $119.2M | 43 |