Aufman Associates Inc

Q4 2025 13F-HR Holdings

Location
Sewickley, PA
Holdings as of
12/31/2025
Date filed
2/11/2026
Form type
13F-HR
Num holdings
67
Total value ($000)
$195,125
Net value change ($000)
+17,451 (9.8%)
New positions
3
Sold out positions
2
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/12/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
FNDX 13,070 509.6%
STX 1,437 8.6%
VEA 1,320 4.3%
MRNA 822 181.9%
VB 475 1.3%
VOO 471 1.3%
GOOGL 342 18.3%
BSV 253 NEW
MAR 218 NEW
CAT 201 NEW
Top Reduces (Value $000, Stocks/ETFs)
KHC -526 -53.8%
VOT -416 -5.7%
ORCL -236 -100.0%
SGOV -206 -100.0%
CCI -124 -7.8%
MSFT -121 -7.1%
ONEQ -88 -16.2%
MCD -73 -22.4%
PAYX -46 -11.5%
MTX -44 -1.9%
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