Aufman Associates Inc

Q2 2026 13F-HR Holdings

Location
Sewickley, PA
Holdings as of
6/30/2026
Date filed
8/12/2026
Form type
13F-HR
Num holdings
67
Total value ($000)
$250,884
Net value change ($000)
+47,050 (23.1%)
New positions
5
Sold out positions
3
Turnover %
1.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 23,178 90.3%
VB 5,364 14.3%
VOO 5,260 14.7%
FNDX 2,838 15.0%
VEA 2,648 8.1%
MRNA 1,829 66.5%
GOOGL 1,437 70.6%
VOT 1,132 17.8%
ExxonMobil Holdings 1,033 NEW
IVV 759 15.2%
Top Reduces (Value $000, Stocks/ETFs)
XOM -1,467 -100.0%
COP -317 -100.0%
CCI -231 -19.9%
BRK-B -167 -5.1%
CVX -131 -21.1%
FORA -109 -100.0%
EFA -61 -21.0%
MRK -58 -13.1%
VZ -41 -15.6%
PEP -36 -12.9%
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