Aufman Associates Inc

Q3 2026 13F-HR Holdings

Location
Sewickley, PA
Holdings as of
9/30/2026
Date filed
11/4/2026
Form type
13F-HR
Num holdings
67
Total value ($000)
$244,174
Net value change ($000)
-6,710 (-2.7%)
New positions
3
Sold out positions
3
Turnover %
2.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
FNDX 1,284 5.9%
MSFT 474 38.7%
HGER 390 NEW
VOO 332 0.8%
NVDA 325 NEW
AAPL 254 11.9%
BRK-B 248 8.0%
XOM 221 21.4%
COP 217 NEW
CVX 127 26.0%
Top Reduces (Value $000, Stocks/ETFs)
MRNA -4,578 -100.0%
STX -2,180 -4.5%
VB -1,545 -3.6%
RVTY -377 -46.0%
MTX -309 -11.6%
VOT -264 -3.5%
IJK -234 -100.0%
MCD -224 -100.0%
CCI -222 -23.9%
JNJ -125 -15.5%
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