Aufman Associates Inc 13F Holdings · Q2 2026
Aufman Associates Inc reported 67 securities worth $250.88M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: STX (19.47%), VB (17.04%), VOO (16.33%). Among its top 25 positions this quarter: 1 new, 9 added, 15 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | STX | Seagate Technology Holdings | $48.8M | 19.47% | 50,612 | Trimmed |
| 2 | VB | Vanguard Small-Cap Index ETF | $42.8M | 17.04% | 141,062 | Trimmed |
| 3 | VOO | Vanguard S&P 500 Index ETF | $41.0M | 16.33% | 59,636 | Trimmed |
| 4 | VEA | Vanguard Developed Markets Index ETF | $35.1M | 14.01% | 493,332 | Trimmed |
| 5 | FNDX | Schwab Fundamental US Large Company Index ETF | $21.7M | 8.67% | 699,040 | Added |
| 6 | VOT | Vanguard Mid-Cap Growth Index ETF | $7.5M | 2.98% | 24,429 | Trimmed |
| 7 | IVV | iShares Core S&P 500 Index ETF | $5.7M | 2.29% | 7,666 | Added |
| 8 | MRNA | Moderna | $4.6M | 1.82% | 65,687 | Added |
| 9 | VEU | Vanguard FTSE All-World ex US Index ETF | $4.3M | 1.72% | 51,428 | Trimmed |
| 10 | GOOG | Alphabet Cl C | $3.5M | 1.38% | 9,822 | Added |
| 11 | BRKB | Berkshire Hathaway Cl B | $3.1M | 1.23% | 6,158 | Trimmed |
| 12 | MTX | Minerals Technologies | $2.7M | 1.06% | 36,011 | Trimmed |
| 13 | AAPL | Apple | $2.1M | 0.85% | 7,354 | Trimmed |
| 14 | VXUS | Vanguard Total Int'l Stock Index ETF | $1.3M | 0.52% | 15,298 | Added |
| 15 | USXF | iShares ESG Advanced MSCI USA ETF | $1.3M | 0.50% | 18,217 | Added |
| 16 | ESML | iShares ESG Aware MSCI USA Small-Cap ETF | $1.2M | 0.49% | 21,909 | Trimmed |
| 17 | MSFT | Microsoft | $1.2M | 0.49% | 3,287 | Trimmed |
| 18 | XOM | ExxonMobil Holdings | $1.0M | 0.41% | 7,558 | New |
| 19 | IWF | iShares Russell 1000 Growth Index ETF | $957,102 | 0.38% | 7,708 | Added |
| 20 | CCI | Crown Castle | $929,510 | 0.37% | 12,274 | Trimmed |
| 21 | VO | Vanguard Mid-Cap Index ETF | $936,279 | 0.37% | 11,621 | Added |
| 22 | SPY | SPDR S&P 500 Index ETF | $910,414 | 0.36% | 1,219 | Trimmed |
| 23 | VUG | Vanguard Growth Index ETF | $886,805 | 0.35% | 10,295 | Added |
| 24 | RVTY | Revvity | $820,209 | 0.33% | 7,372 | Trimmed |
| 25 | ABBV | AbbVie | $804,241 | 0.32% | 3,196 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR