Filed: 2/11/2026ACC: 0001801573-26-000001
📋 What this filing means
AUFMAN ASSOCIATES INC filed this quarterly 13F‑HR report disclosing 67 equity positions with a total reported market value of $195.13M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
67
Positions
$195.13M
Total AUM (reported)
1.85M
Total Shares
Allocation by class
ETF$152.49M78.2%
STOCK$40.87M20.9%
REIT$1.46M0.7%
ADR$313.0K0.2%
Portfolio Concentration
Top 3$107.36M55.0%
4–10$55.46M28.4%
11–25$18.00M9.2%
Rest$14.30M7.3%
Top 3 weight
55.0%
Top 10 weight
83.4%
Voting Authority Distribution
Total shares with voting rights: 1.85M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.85M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole67
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings67
Rows:
Vanguard 500 Index ETF
SOLEShares60.53K
TypeSH
Market value$37.96M
19.45%
Sole
0.00
Shared
0.00
None
60.53K
Vanguard Small-Cap Index ETF
SOLEShares144.24K
TypeSH
Market value$37.21M
19.07%
Sole
0.00
Shared
0.00
None
144.24K
Vanguard Developed Markets Index ETF
SOLEShares515.43K
TypeSH
Market value$32.20M
16.50%
Sole
0.00
Shared
0.00
None
515.43K
Seagate Technology Holdings
SOLEShares65.56K
TypeSH
Market value$18.05M
9.25%
Sole
0.00
Shared
0.00
None
65.56K
Schwab Fundamental US Large Company Index ETF
SOLEShares574.61K
TypeSH
Market value$15.64M
8.01%
Sole
0.00
Shared
0.00
None
574.61K
Vanguard Mid-Cap Growth Index ETF
SOLEShares24.64K
TypeSH
Market value$6.88M
3.52%
Sole
0.00
Shared
0.00
None
24.64K
iShares Core S&P 500 Index ETF
SOLEShares7.70K
TypeSH
Market value$5.28M
2.70%
Sole
0.00
Shared
0.00
None
7.70K
Vanguard FTSE All-World ex US Index ETF
SOLEShares52.93K
TypeSH
Market value$3.89M
2.00%
Sole
0.00
Shared
0.00
None
52.93K
Berkshire Hathaway Cl B
SOLEShares6.78K
TypeSH
Market value$3.41M
1.75%
Sole
0.00
Shared
0.00
None
6.78K
Minerals Technologies
SOLEShares38.01K
TypeSH
Market value$2.32M
1.19%
Sole
0.00
Shared
0.00
None
38.01K
Alphabet Cl C
SOLEShares7.04K
TypeSH
Market value$2.21M
1.13%
Sole
0.00
Shared
0.00
None
7.04K
Apple
SOLEShares7.77K
TypeSH
Market value$2.11M
1.08%
Sole
0.00
Shared
0.00
None
7.77K
Microsoft
SOLEShares3.29K
TypeSH
Market value$1.59M
0.81%
Sole
0.00
Shared
0.00
None
3.29K
Crown Castle
SOLEShares16.38K
TypeSH
Market value$1.46M
0.75%
Sole
0.00
Shared
0.00
None
16.38K
Moderna
SOLEShares43.20K
TypeSH
Market value$1.27M
0.65%
Sole
0.00
Shared
0.00
None
43.20K
Vanguard Total Int'l Stock Index ETF
SOLEShares14.66K
TypeSH
Market value$1.11M
0.57%
Sole
0.00
Shared
0.00
None
14.66K
Exxon Mobil
SOLEShares9.04K
TypeSH
Market value$1.09M
0.56%
Sole
0.00
Shared
0.00
None
9.04K
Vanguard Growth Index ETF
SOLEShares2.11K
TypeSH
Market value$1.03M
0.53%
Sole
0.00
Shared
0.00
None
2.11K
iShares ESG Aware MSCI USA Small-Cap ETF
SOLEShares22.26K
TypeSH
Market value$1.02M
0.52%
Sole
0.00
Shared
0.00
None
22.26K
iShares ESG Advanced MSCI USA ETF
SOLEShares16.59K
TypeSH
Market value$955.0K
0.49%
Sole
0.00
Shared
0.00
None
16.58K
iShares Russell 1000 Growth Index ETF
SOLEShares1.93K
TypeSH
Market value$912.0K
0.47%
Sole
0.00
Shared
0.00
None
1.93K
SPDR S&P 500 Index ETF
SOLEShares1.25K
TypeSH
Market value$855.8K
0.44%
Sole
0.00
Shared
0.00
None
1.25K
Vanguard Mid-Cap Index ETF
SOLEShares2.91K
TypeSH
Market value$843.5K
0.43%
Sole
0.00
Shared
0.00
None
2.91K
Revvity
SOLEShares8.26K
TypeSH
Market value$799.2K
0.41%
Sole
0.00
Shared
0.00
None
8.26K
AbbVie
SOLEShares3.26K
TypeSH
Market value$745.2K
0.38%
Sole
0.00
Shared
0.00
None
3.26K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Vanguard 500 Index ETFSOLE | ETF | 60.53K | SH | $37.96M 19.45% | 0.00 | 0.00 | 60.53K |
Vanguard Small-Cap Index ETFSOLE | ETF | 144.24K | SH | $37.21M 19.07% | 0.00 | 0.00 | 144.24K |
Vanguard Developed Markets Index ETFSOLE | ETF | 515.43K | SH | $32.20M 16.50% | 0.00 | 0.00 | 515.43K |
Seagate Technology HoldingsSOLE | Stock | 65.56K | SH | $18.05M 9.25% | 0.00 | 0.00 | 65.56K |
Schwab Fundamental US Large Company Index ETFSOLE | ETF | 574.61K | SH | $15.64M 8.01% | 0.00 | 0.00 | 574.61K |
Vanguard Mid-Cap Growth Index ETFSOLE | ETF | 24.64K | SH | $6.88M 3.52% | 0.00 | 0.00 | 24.64K |
iShares Core S&P 500 Index ETFSOLE | ETF | 7.70K | SH | $5.28M 2.70% | 0.00 | 0.00 | 7.70K |
Vanguard FTSE All-World ex US Index ETFSOLE | ETF | 52.93K | SH | $3.89M 2.00% | 0.00 | 0.00 | 52.93K |
Berkshire Hathaway Cl BSOLE | Stock | 6.78K | SH | $3.41M 1.75% | 0.00 | 0.00 | 6.78K |
Minerals TechnologiesSOLE | Stock | 38.01K | SH | $2.32M 1.19% | 0.00 | 0.00 | 38.01K |
Alphabet Cl CSOLE | Stock | 7.04K | SH | $2.21M 1.13% | 0.00 | 0.00 | 7.04K |
AppleSOLE | Stock | 7.77K | SH | $2.11M 1.08% | 0.00 | 0.00 | 7.77K |
MicrosoftSOLE | Stock | 3.29K | SH | $1.59M 0.81% | 0.00 | 0.00 | 3.29K |
Crown CastleSOLE | REIT | 16.38K | SH | $1.46M 0.75% | 0.00 | 0.00 | 16.38K |
ModernaSOLE | Stock | 43.20K | SH | $1.27M 0.65% | 0.00 | 0.00 | 43.20K |
Vanguard Total Int'l Stock Index ETFSOLE | ETF | 14.66K | SH | $1.11M 0.57% | 0.00 | 0.00 | 14.66K |
Exxon MobilSOLE | Stock | 9.04K | SH | $1.09M 0.56% | 0.00 | 0.00 | 9.04K |
Vanguard Growth Index ETFSOLE | ETF | 2.11K | SH | $1.03M 0.53% | 0.00 | 0.00 | 2.11K |
iShares ESG Aware MSCI USA Small-Cap ETFSOLE | ETF | 22.26K | SH | $1.02M 0.52% | 0.00 | 0.00 | 22.26K |
iShares ESG Advanced MSCI USA ETFSOLE | ETF | 16.59K | SH | $955.0K 0.49% | 0.00 | 0.00 | 16.58K |
iShares Russell 1000 Growth Index ETFSOLE | ETF | 1.93K | SH | $912.0K 0.47% | 0.00 | 0.00 | 1.93K |
SPDR S&P 500 Index ETFSOLE | ETF | 1.25K | SH | $855.8K 0.44% | 0.00 | 0.00 | 1.25K |
Vanguard Mid-Cap Index ETFSOLE | ETF | 2.91K | SH | $843.5K 0.43% | 0.00 | 0.00 | 2.91K |
RevvitySOLE | Stock | 8.26K | SH | $799.2K 0.41% | 0.00 | 0.00 | 8.26K |
AbbVieSOLE | Stock | 3.26K | SH | $745.2K 0.38% | 0.00 | 0.00 | 3.26K |
Page 1 of 3