Filed: 8/12/2026ACC: 0001801573-26-000003
📋 What this filing means
AUFMAN ASSOCIATES INC filed this quarterly 13F‑HR report disclosing 67 equity positions with a total reported market value of $250.88M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
67
Positions
$250.88M
Total AUM (reported)
1.92M
Total Shares
Allocation by class
ETF$173.17M69.0%
STOCK$76.37M30.4%
REIT$929.5K0.4%
ADR$415.5K0.2%
Portfolio Concentration
Top 3$132.56M52.8%
4–10$82.47M32.9%
11–25$20.18M8.0%
Rest$15.68M6.2%
Top 3 weight
52.8%
Top 10 weight
85.7%
Voting Authority Distribution
Total shares with voting rights: 1.92M
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
1.92M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole67
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings67
Rows:
Seagate Technology Holdings
SOLEShares50.61K
TypeSH
Market value$48.84M
19.47%
Sole
0.00
Shared
0.00
None
50.61K
Vanguard Small-Cap Index ETF
SOLEShares141.06K
TypeSH
Market value$42.76M
17.04%
Sole
0.00
Shared
0.00
None
141.06K
Vanguard S&P 500 Index ETF
SOLEShares59.64K
TypeSH
Market value$40.96M
16.33%
Sole
0.00
Shared
0.00
None
59.64K
Vanguard Developed Markets Index ETF
SOLEShares493.33K
TypeSH
Market value$35.15M
14.01%
Sole
0.00
Shared
0.00
None
493.33K
Schwab Fundamental US Large Company Index ETF
SOLEShares699.04K
TypeSH
Market value$21.74M
8.67%
Sole
0.00
Shared
0.00
None
699.04K
Vanguard Mid-Cap Growth Index ETF
SOLEShares24.43K
TypeSH
Market value$7.48M
2.98%
Sole
0.00
Shared
0.00
None
24.43K
iShares Core S&P 500 Index ETF
SOLEShares7.67K
TypeSH
Market value$5.74M
2.29%
Sole
0.00
Shared
0.00
None
7.67K
Moderna
SOLEShares65.69K
TypeSH
Market value$4.58M
1.82%
Sole
0.00
Shared
0.00
None
65.69K
Vanguard FTSE All-World ex US Index ETF
SOLEShares51.43K
TypeSH
Market value$4.31M
1.72%
Sole
0.00
Shared
0.00
None
51.43K
Alphabet Cl C
SOLEShares9.82K
TypeSH
Market value$3.47M
1.38%
Sole
0.00
Shared
0.00
None
9.82K
Berkshire Hathaway Cl B
SOLEShares6.16K
TypeSH
Market value$3.08M
1.23%
Sole
0.00
Shared
0.00
None
6.16K
Minerals Technologies
SOLEShares36.01K
TypeSH
Market value$2.66M
1.06%
Sole
0.00
Shared
0.00
None
36.01K
Apple
SOLEShares7.35K
TypeSH
Market value$2.13M
0.85%
Sole
0.00
Shared
0.00
None
7.35K
Vanguard Total Int'l Stock Index ETF
SOLEShares15.30K
TypeSH
Market value$1.31M
0.52%
Sole
0.00
Shared
0.00
None
15.30K
iShares ESG Advanced MSCI USA ETF
SOLEShares18.22K
TypeSH
Market value$1.27M
0.50%
Sole
0.00
Shared
0.00
None
18.22K
Microsoft
SOLEShares3.29K
TypeSH
Market value$1.23M
0.49%
Sole
0.00
Shared
0.00
None
3.29K
iShares ESG Aware MSCI USA Small-Cap ETF
SOLEShares21.91K
TypeSH
Market value$1.23M
0.49%
Sole
0.00
Shared
0.00
None
21.91K
ExxonMobil Holdings
SOLEShares7.56K
TypeSH
Market value$1.03M
0.41%
Sole
0.00
Shared
0.00
None
7.56K
iShares Russell 1000 Growth Index ETF
SOLEShares7.71K
TypeSH
Market value$957.1K
0.38%
Sole
0.00
Shared
0.00
None
7.71K
Vanguard Mid-Cap Index ETF
SOLEShares11.62K
TypeSH
Market value$936.3K
0.37%
Sole
0.00
Shared
0.00
None
11.62K
Crown Castle
SOLEShares12.27K
TypeSH
Market value$929.5K
0.37%
Sole
0.00
Shared
0.00
None
12.27K
SPDR S&P 500 Index ETF
SOLEShares1.22K
TypeSH
Market value$910.4K
0.36%
Sole
0.00
Shared
0.00
None
1.22K
Vanguard Growth Index ETF
SOLEShares10.29K
TypeSH
Market value$886.8K
0.35%
Sole
0.00
Shared
0.00
None
10.29K
Revvity
SOLEShares7.37K
TypeSH
Market value$820.2K
0.33%
Sole
0.00
Shared
0.00
None
7.37K
Johnson & Johnson
SOLEShares3.17K
TypeSH
Market value$804.3K
0.32%
Sole
0.00
Shared
0.00
None
3.17K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Seagate Technology HoldingsSOLE | Stock | 50.61K | SH | $48.84M 19.47% | 0.00 | 0.00 | 50.61K |
Vanguard Small-Cap Index ETFSOLE | ETF | 141.06K | SH | $42.76M 17.04% | 0.00 | 0.00 | 141.06K |
Vanguard S&P 500 Index ETFSOLE | ETF | 59.64K | SH | $40.96M 16.33% | 0.00 | 0.00 | 59.64K |
Vanguard Developed Markets Index ETFSOLE | ETF | 493.33K | SH | $35.15M 14.01% | 0.00 | 0.00 | 493.33K |
Schwab Fundamental US Large Company Index ETFSOLE | ETF | 699.04K | SH | $21.74M 8.67% | 0.00 | 0.00 | 699.04K |
Vanguard Mid-Cap Growth Index ETFSOLE | ETF | 24.43K | SH | $7.48M 2.98% | 0.00 | 0.00 | 24.43K |
iShares Core S&P 500 Index ETFSOLE | ETF | 7.67K | SH | $5.74M 2.29% | 0.00 | 0.00 | 7.67K |
ModernaSOLE | Stock | 65.69K | SH | $4.58M 1.82% | 0.00 | 0.00 | 65.69K |
Vanguard FTSE All-World ex US Index ETFSOLE | ETF | 51.43K | SH | $4.31M 1.72% | 0.00 | 0.00 | 51.43K |
Alphabet Cl CSOLE | Stock | 9.82K | SH | $3.47M 1.38% | 0.00 | 0.00 | 9.82K |
Berkshire Hathaway Cl BSOLE | Stock | 6.16K | SH | $3.08M 1.23% | 0.00 | 0.00 | 6.16K |
Minerals TechnologiesSOLE | Stock | 36.01K | SH | $2.66M 1.06% | 0.00 | 0.00 | 36.01K |
AppleSOLE | Stock | 7.35K | SH | $2.13M 0.85% | 0.00 | 0.00 | 7.35K |
Vanguard Total Int'l Stock Index ETFSOLE | ETF | 15.30K | SH | $1.31M 0.52% | 0.00 | 0.00 | 15.30K |
iShares ESG Advanced MSCI USA ETFSOLE | ETF | 18.22K | SH | $1.27M 0.50% | 0.00 | 0.00 | 18.22K |
MicrosoftSOLE | Stock | 3.29K | SH | $1.23M 0.49% | 0.00 | 0.00 | 3.29K |
iShares ESG Aware MSCI USA Small-Cap ETFSOLE | ETF | 21.91K | SH | $1.23M 0.49% | 0.00 | 0.00 | 21.91K |
ExxonMobil HoldingsSOLE | Stock | 7.56K | SH | $1.03M 0.41% | 0.00 | 0.00 | 7.56K |
iShares Russell 1000 Growth Index ETFSOLE | ETF | 7.71K | SH | $957.1K 0.38% | 0.00 | 0.00 | 7.71K |
Vanguard Mid-Cap Index ETFSOLE | ETF | 11.62K | SH | $936.3K 0.37% | 0.00 | 0.00 | 11.62K |
Crown CastleSOLE | REIT | 12.27K | SH | $929.5K 0.37% | 0.00 | 0.00 | 12.27K |
SPDR S&P 500 Index ETFSOLE | ETF | 1.22K | SH | $910.4K 0.36% | 0.00 | 0.00 | 1.22K |
Vanguard Growth Index ETFSOLE | ETF | 10.29K | SH | $886.8K 0.35% | 0.00 | 0.00 | 10.29K |
RevvitySOLE | Stock | 7.37K | SH | $820.2K 0.33% | 0.00 | 0.00 | 7.37K |
Johnson & JohnsonSOLE | Stock | 3.17K | SH | $804.3K 0.32% | 0.00 | 0.00 | 3.17K |
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