Institutional Manager · CIK 0001801573

Aufman Associates Inc

SEWICKLEY, PA · File #028-19776

Latest AUM

$195.1M

Positions

Top-10 Concentration

85.1%

Filings

Portfolio Value Over Time

2024-03

2024-06

2024-09

2024-12

2025-03

2025-06

2025-09

2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

Action	Issuer	Ticker / CUSIP	Δ Shares	Flow ($)	Price Effect
ADD	Schwab Fundamental US Large Company Index ETF	808524771	+477,083	+$13.0M	+$88,743
REDUCE	Seagate Technology Holdings	SE	-4,833	-$1.3M	+$2.8M
ADD	Moderna	MRNA	+25,691	+$757,628	+$64,083
REDUCE	Kraft Heinz Co	KHC	-18,950	-$459,537	-$67,253
REDUCE	Vanguard 500 Index ETF	922908363	-689	-$432,095	+$903,303
NEW	Vanguard Short-Term Bond ETF	921937827	+3,215	+$253,360	$0
EXITED	Oracle	68389X105	-838	-$235,679	$0
NEW	Marriott International	571903202	+702	+$217,699	$0
EXITED	iShares 0-3 Month Treasury Bond ETF	46436E718	-2,043	-$205,770	$0
NEW	Caterpillar	CAT	+350	+$200,505	$0

Sector Allocation

Consumer Discretionary

9.5%$18.6M

2.4%$4.7M

2.3%$4.5M

1.2%$2.3M

0.9%$1.8M

0.7%$1.5M

0.5%$975,272

0.1%$215,937

Communication Services

0.1%$213,494

Industrials

0.1%$200,505

Filing History

Feb 11, 202613F HOLDINGS REPORTQ/E Dec 202567 pos · $195.1M
Nov 12, 202513F HOLDINGS REPORTQ/E Sep 202566 pos · $177.7M
Aug 13, 202513F HOLDINGS REPORTQ/E Jun 202564 pos · $162.2M
May 14, 202513F HOLDINGS REPORTQ/E Mar 202557 pos · $145.5M
Feb 12, 202513F HOLDINGS REPORTQ/E Dec 202459 pos · $148.1M
Nov 13, 202413F HOLDINGS REPORTQ/E Sep 202464 pos · $155.6M
Aug 9, 202413F HOLDINGS REPORTQ/E Jun 202446 pos · $140.5M
May 10, 202413F HOLDINGS REPORTQ/E Mar 202446 pos · $142.0M
Nov 13, 202313F HOLDINGS REPORTQ/E Dec 202343 pos · $119.2M

Top 20 Holdings — Dec 2025

#	Issuer	Ticker	Shares	Value	% of Portfolio
1	Vanguard 500 Index ETF	922908363	60,528	$38.0M	19.84%
2	Vanguard Small-Cap Index ETF	922908751	144,241	$37.2M	19.44%
3	Vanguard Developed Markets Index ETF	921943858	515,427	$32.2M	16.83%
4	Seagate Technology Holdings	SE	65,559	$18.1M	9.44%
5	Schwab Fundamental US Large Company Index ETF	808524771	574,608	$15.6M	8.17%
6	Vanguard Mid-Cap Growth Index ETF	922908538	24,637	$6.9M	3.59%
7	iShares Core S&P 500 Index ETF	464287200	7,702	$5.3M	2.76%
8	Vanguard FTSE All-World ex US Index ETF	922042775	52,933	$3.9M	2.03%
9	Berkshire Hathaway Cl B	BRK-A	6,778	$3.4M	1.78%
10	Minerals Technologies	MTX	38,011	$2.3M	1.21%
11	Alphabet Cl C	GOOG	7,038	$2.2M	1.15%
12	Apple	AAPL	7,770	$2.1M	1.10%
13	Microsoft	MSFT	3,287	$1.6M	0.83%
14	Crown Castle	CCI	16,379	$1.5M	0.76%
15	Moderna	MRNA	43,200	$1.3M	0.67%
16	Vanguard Total Int'l Stock Index ETF	921909768	14,665	$1.1M	0.58%
17	Exxon Mobil	XOM	9,035	$1.1M	0.57%
18	Vanguard Growth Index ETF	922908736	2,112	$1.0M	0.54%
19	iShares ESG Aware MSCI USA Small-Cap ETF	46435U663	22,260	$1.0M	0.53%
20	iShares ESG Advanced MSCI USA ETF	46436E767	16,585	$954,959	0.50%