Aufman Associates Inc

Q1 2026 13F-HR Holdings

Location
Sewickley, PA
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
65
Total value ($000)
$203,834
Net value change ($000)
+8,709 (4.5%)
New positions
0
Sold out positions
2
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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 7,609 42.1%
FNDX 3,267 20.9%
MRNA 1,475 115.8%
XOM 380 35.0%
MTX 379 16.4%
VEA 303 0.9%
VB 188 0.5%
CVX 165 36.3%
COP 92 40.9%
JNJ 81 11.5%
Top Reduces (Value $000, Stocks/ETFs)
VOO -2,260 -6.0%
VOT -526 -7.6%
MSFT -373 -23.5%
CCI -295 -20.3%
IVV -294 -5.6%
IBM -216 -100.0%
UNH -215 -100.0%
VUG -180 -17.5%
GOOGL -175 -7.9%
BRK-B -159 -4.7%
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