Aufman Associates Inc

Q3 2025 13F-HR Holdings

Location
Sewickley, PA
Holdings as of
9/30/2025
Date filed
11/12/2025
Form type
13F-HR
Num holdings
66
Total value ($000)
$177,674
Net value change ($000)
+15,519 (9.6%)
New positions
3
Sold out positions
1
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/13/2025 Next filing: 2/11/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
STX 6,444 63.3%
VOO 2,344 6.7%
VB 2,169 6.3%
VEA 1,495 5.1%
GOOGL 443 31.1%
IVV 388 8.1%
MTX 268 12.8%
ORCL 236 NEW
FELV 206 NEW
SGOV 206 NEW
Top Reduces (Value $000, Stocks/ETFs)
ALTO -307 -100.0%
CCI -239 -13.1%
RVTY -84 -9.3%
AVGO -63 -9.2%
PAYX -59 -12.9%
DIS -40 -8.0%
VZ -19 -7.6%
KO -17 -6.3%
IBM -9 -4.2%
ABT -6 -1.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type