Aufman Associates

SEWICKLEY, PAfiles as Aufman Associates Inc

$251m in 67 US stocks at the end of 30 June 2026. The top 10 are 85.7% of the money. It changed about 8.7% of the portfolio this quarter.

Value

$251m

Stocks

Top 10 share

85.7%

Turnover

8.7%

What changed this quarter

New

Bought for the first time this quarter.

ExxonMobil HoldingsXOM
0.4% of the fund
Advanced Micro DevicesAMD
0.2% of the fund
International Business MachinesIBM
0.1% of the fund
UnitedHealth GroupUNH
0.1% of the fund
Vanguard World FDVSGX
<0.1% of the fund

Added

Bought more of a stock they already held.

Schwab Strategic TRFNDX
8.7% of the fund
+3%
ModernaMRNA
1.8% of the fund
+15%
AlphabetGOOG
1.4% of the fund
+39%
Vanguard Star FDSVXUS
0.5% of the fund
+4%
Amazon.comAMZN
0.1% of the fund
+13%
Vanguard BD Index FDSBSV
0.1% of the fund
+5%

Cut

Sold some of their stake.

Seagate Technology HoldingsSTX
19.5% of the fund
-23%
Vanguard Tax-Managed FDSVEA
14.0% of the fund
-3%
Berkshire HathawayBRK-B
1.2% of the fund
-9%
Minerals TechnologiesMTX
1.1% of the fund
-5%
AppleAAPL
0.8% of the fund
-5%
Crown CastleCCI
0.4% of the fund
-14%
Vanguard Index FDSVUG
0.4% of the fund
-12%
RevvityRVTY
0.3% of the fund
-11%
AbbVieABBV
0.3% of the fund
-2%
AlphabetGOOGL
0.2% of the fund
-4%
Taiwan Semiconductor ManufacturingTSM
0.2% of the fund
-16%
MerckMRK
0.2% of the fund
-19%
Ishares TRIJJ
0.1% of the fund
-9%
Marriott InternationalMAR
<0.1% of the fund
-10%
Ishares TREFA
<0.1% of the fund
-26%

Sold out

Sold their entire stake.

ExxonMobil HoldingsXOM
-100%
ConocoPhillipsCOP
-100%
Forian
-100%

Holdings

Seagate Technology HoldingsSTX
Share
19.5%
Value
$49m
Shares
50,612
-23%
Vanguard Index FDSVB
Share
17.0%
Value
$43m
Shares
141,062
Held
Vanguard Index FDSVOO
Share
16.3%
Value
$41m
Shares
59,636
Held
Vanguard Tax-Managed FDSVEA
Share
14.0%
Value
$35m
Shares
493,332
-3%
Schwab Strategic TRFNDX
Share
8.7%
Value
$22m
Shares
699,040
+3%
Vanguard Index FDSVOT
Share
3.0%
Value
$7m
Shares
24,429
Held
Ishares TRIVV
Share
2.3%
Value
$6m
Shares
7,666
Held
ModernaMRNA
Share
1.8%
Value
$5m
Shares
65,687
+15%
Vanguard Intl Equity Index FVEU
Share
1.7%
Value
$4m
Shares
51,428
Held
AlphabetGOOG
Share
1.4%
Value
$3m
Shares
9,822
+39%
Berkshire HathawayBRK-B
Share
1.2%
Value
$3m
Shares
6,158
-9%
Minerals TechnologiesMTX
Share
1.1%
Value
$3m
Shares
36,011
-5%
AppleAAPL
Share
0.8%
Value
$2m
Shares
7,354
-5%
Vanguard Star FDSVXUS
Share
0.5%
Value
$1m
Shares
15,298
+4%
Ishares TRUSXF
Share
0.5%
Value
$1m
Shares
18,217
Held
MicrosoftMSFT
Share
0.5%
Value
$1m
Shares
3,287
Held
Ishares TRESML
Share
0.5%
Value
$1m
Shares
21,909
Held
ExxonMobil HoldingsXOM
Share
0.4%
Value
$1m
Shares
7,558
New
Ishares TRIWF
Share
0.4%
Value
$957,102
Shares
7,708
Held
Vanguard Index FDSVO
Share
0.4%
Value
$936,279
Shares
11,621
Held
Crown CastleCCI
Share
0.4%
Value
$929,510
Shares
12,274
-14%
State STR Spdr S&P 500 ETF TSPY
Share
0.4%
Value
$910,414
Shares
1,219
Held
Vanguard Index FDSVUG
Share
0.4%
Value
$886,805
Shares
10,295
-12%
RevvityRVTY
Share
0.3%
Value
$820,209
Shares
7,372
-11%
Johnson & JohnsonJNJ
Share
0.3%
Value
$804,323
Shares
3,167
Held
AbbVieABBV
Share
0.3%
Value
$804,241
Shares
3,196
-2%
Ishares TRESGD
Share
0.3%
Value
$719,961
Shares
7,003
Held
BroadcomAVGO
Share
0.3%
Value
$711,668
Shares
1,884
Held
Vanguard Index FDSVTI
Share
0.3%
Value
$707,052
Shares
1,911
Held
Ishares TRIJR
Share
0.2%
Value
$582,972
Shares
3,931
Held
Ishares TRIWD
Share
0.2%
Value
$560,013
Shares
2,310
Held
Fidelity Comwlth TRONEQ
Share
0.2%
Value
$512,900
Shares
4,969
Held
Ishares TRIWP
Share
0.2%
Value
$509,507
Shares
3,480
Held
ChevronCVX
Share
0.2%
Value
$488,750
Shares
2,949
Held
AlphabetGOOGL
Share
0.2%
Value
$462,794
Shares
1,295
-4%
Kraft HeinzKHC
Share
0.2%
Value
$439,828
Shares
18,621
Held
Advanced Micro DevicesAMD
Share
0.2%
Value
$424,064
Shares
730
New
Ishares TRSUSA
Share
0.2%
Value
$415,699
Shares
2,694
Held
Taiwan Semiconductor ManufacturingTSM
Share
0.2%
Value
$415,486
Shares
870
-16%
Walt DisneyDIS
Share
0.2%
Value
$385,010
Shares
4,000
Held
MerckMRK
Share
0.2%
Value
$384,215
Shares
2,990
-19%
Spdr Index SHS FDSEFAX
Share
0.2%
Value
$382,774
Shares
7,073
Held
CaterpillarCAT
Share
0.1%
Value
$372,715
Shares
350
Held
Amazon.comAMZN
Share
0.1%
Value
$371,489
Shares
1,559
+13%
Ishares TRIWN
Share
0.1%
Value
$331,800
Shares
1,500
Held
Ishares TRIJH
Share
0.1%
Value
$315,457
Shares
4,091
Held
PaychexPAYX
Share
0.1%
Value
$310,133
Shares
3,154
Held
Ssga Active ETF TRTOTL
Share
0.1%
Value
$305,438
Shares
7,738
Held
Coca-ColaKO
Share
0.1%
Value
$304,642
Shares
3,749
Held
International Business MachinesIBM
Share
0.1%
Value
$298,645
Shares
1,062
New
Ishares TRIVE
Share
0.1%
Value
$296,994
Shares
1,308
Held
Abbott LaboratoriesABT
Share
0.1%
Value
$276,848
Shares
3,051
Held
UnitedHealth GroupUNH
Share
0.1%
Value
$270,991
Shares
652
New
PPLPPL
Share
0.1%
Value
$267,178
Shares
7,350
Held
Vanguard BD Index FDSBSV
Share
0.1%
Value
$264,032
Shares
3,389
+5%
Ishares TRIJJ
Share
0.1%
Value
$250,993
Shares
1,699
-9%
Fidelity Covington TrustFELV
Share
<0.1%
Value
$245,872
Shares
6,133
Held
PepsiCoPEP
Share
<0.1%
Value
$243,314
Shares
1,797
Held
Ishares TRDMXF
Share
<0.1%
Value
$240,292
Shares
2,840
Held
Marriott InternationalMAR
Share
<0.1%
Value
$235,218
Shares
635
-10%
Ishares TRIJK
Share
<0.1%
Value
$233,590
Shares
1,988
Held
Ishares TREFA
Share
<0.1%
Value
$228,536
Shares
2,200
-26%
MckessonMCK
Share
<0.1%
Value
$226,680
Shares
300
Held
Vanguard World FDVSGX
Share
<0.1%
Value
$225,532
Shares
2,739
New
McDonald'sMCD
Share
<0.1%
Value
$224,129
Shares
829
Held
Verizon CommunicationsVZ
Share
<0.1%
Value
$221,943
Shares
5,242
Held
Ishares TRICLN
Share
<0.1%
Value
$210,377
Shares
10,267
Held

Company	Share of fund	Value	Shares	Change
Seagate Technology HoldingsSTX	19.5%	$49m	50,612	-23%
Vanguard Index FDSVB	17.0%	$43m	141,062	Held
Vanguard Index FDSVOO	16.3%	$41m	59,636	Held
Vanguard Tax-Managed FDSVEA	14.0%	$35m	493,332	-3%
Schwab Strategic TRFNDX	8.7%	$22m	699,040	+3%
Vanguard Index FDSVOT	3.0%	$7m	24,429	Held
Ishares TRIVV	2.3%	$6m	7,666	Held
ModernaMRNA	1.8%	$5m	65,687	+15%
Vanguard Intl Equity Index FVEU	1.7%	$4m	51,428	Held
AlphabetGOOG	1.4%	$3m	9,822	+39%
Berkshire HathawayBRK-B	1.2%	$3m	6,158	-9%
Minerals TechnologiesMTX	1.1%	$3m	36,011	-5%
AppleAAPL	0.8%	$2m	7,354	-5%
Vanguard Star FDSVXUS	0.5%	$1m	15,298	+4%
Ishares TRUSXF	0.5%	$1m	18,217	Held
MicrosoftMSFT	0.5%	$1m	3,287	Held
Ishares TRESML	0.5%	$1m	21,909	Held
ExxonMobil HoldingsXOM	0.4%	$1m	7,558	New
Ishares TRIWF	0.4%	$957,102	7,708	Held
Vanguard Index FDSVO	0.4%	$936,279	11,621	Held
Crown CastleCCI	0.4%	$929,510	12,274	-14%
State STR Spdr S&P 500 ETF TSPY	0.4%	$910,414	1,219	Held
Vanguard Index FDSVUG	0.4%	$886,805	10,295	-12%
RevvityRVTY	0.3%	$820,209	7,372	-11%
Johnson & JohnsonJNJ	0.3%	$804,323	3,167	Held
AbbVieABBV	0.3%	$804,241	3,196	-2%
Ishares TRESGD	0.3%	$719,961	7,003	Held
BroadcomAVGO	0.3%	$711,668	1,884	Held
Vanguard Index FDSVTI	0.3%	$707,052	1,911	Held
Ishares TRIJR	0.2%	$582,972	3,931	Held
Ishares TRIWD	0.2%	$560,013	2,310	Held
Fidelity Comwlth TRONEQ	0.2%	$512,900	4,969	Held
Ishares TRIWP	0.2%	$509,507	3,480	Held
ChevronCVX	0.2%	$488,750	2,949	Held
AlphabetGOOGL	0.2%	$462,794	1,295	-4%
Kraft HeinzKHC	0.2%	$439,828	18,621	Held
Advanced Micro DevicesAMD	0.2%	$424,064	730	New
Ishares TRSUSA	0.2%	$415,699	2,694	Held
Taiwan Semiconductor ManufacturingTSM	0.2%	$415,486	870	-16%
Walt DisneyDIS	0.2%	$385,010	4,000	Held
MerckMRK	0.2%	$384,215	2,990	-19%
Spdr Index SHS FDSEFAX	0.2%	$382,774	7,073	Held
CaterpillarCAT	0.1%	$372,715	350	Held
Amazon.comAMZN	0.1%	$371,489	1,559	+13%
Ishares TRIWN	0.1%	$331,800	1,500	Held
Ishares TRIJH	0.1%	$315,457	4,091	Held
PaychexPAYX	0.1%	$310,133	3,154	Held
Ssga Active ETF TRTOTL	0.1%	$305,438	7,738	Held
Coca-ColaKO	0.1%	$304,642	3,749	Held
International Business MachinesIBM	0.1%	$298,645	1,062	New
Ishares TRIVE	0.1%	$296,994	1,308	Held
Abbott LaboratoriesABT	0.1%	$276,848	3,051	Held
UnitedHealth GroupUNH	0.1%	$270,991	652	New
PPLPPL	0.1%	$267,178	7,350	Held
Vanguard BD Index FDSBSV	0.1%	$264,032	3,389	+5%
Ishares TRIJJ	0.1%	$250,993	1,699	-9%
Fidelity Covington TrustFELV	<0.1%	$245,872	6,133	Held
PepsiCoPEP	<0.1%	$243,314	1,797	Held
Ishares TRDMXF	<0.1%	$240,292	2,840	Held
Marriott InternationalMAR	<0.1%	$235,218	635	-10%
Ishares TRIJK	<0.1%	$233,590	1,988	Held
Ishares TREFA	<0.1%	$228,536	2,200	-26%
MckessonMCK	<0.1%	$226,680	300	Held
Vanguard World FDVSGX	<0.1%	$225,532	2,739	New
McDonald'sMCD	<0.1%	$224,129	829	Held
Verizon CommunicationsVZ	<0.1%	$221,943	5,242	Held
Ishares TRICLN	<0.1%	$210,377	10,267	Held

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 54.7% since 30 June 2025.

Where the money is

Technology21.5%

Health care3.3%

Media & telecom1.8%

Financial services1.2%

Materials1.1%

Energy0.6%

Everyday goods0.4%

Real estate0.4%

Retail & consumer0.3%

Industrials0.3%

Utilities0.1%

Other69.0%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.