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13F holdings · Q2 2026

Aufman Associates

Sewickley, PA · files as Aufman Associates Inc
Holdings as of Jun 30, 2026Filed Aug 12, 2026Next filing due Nov 16, 2026CIK 1801573

Aufman Associates reported 67 stocks worth $251M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are STX (19.5%), VB (17.0%) and VOO (16.3%). Compared with Q1 2026, the fund opened new positions in XOM, AMD and IBM, added to FNDX, IVV and MRNA, trimmed STX, VB and VOO and sold out of XOM and COP.

Reported value$251M+23.1% vs last quarter
Stocks held675 new · 3 sold out
Top 5 weight75.5%very concentrated
Turnover10%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
STX
Seagate Technology Hldngs PL
$48.8M19.5%51K−15K (−23%)8 of 8
2
VB
Vanguard Index Fds
$42.8M17.0%141K−1,710 (−1%)8 of 8
3
VOO
Vanguard S&P 500 ETF
$41M16.3%60K−107 (−0%)8 of 8
4
VEA
Vanguard Tax-Managed Fds
$35.1M14.0%493K−14K (−3%)8 of 8
5
FNDX
Schwab Fundamental U.s. Large Company ETF
$21.7M8.7%699K+20K (+3%)8 of 8
6
VOT
Vanguard Index Fds
$7.5M3.0%24K−248 (−1%)8 of 8
7
IVV
Ishares TR
$5.7M2.3%7,666+40 (+1%)8 of 8
8
MRNA
Moderna Inc
$4.6M1.8%66K+8,689 (+15%)8 of 8
9
VEU
Vanguard Intl Equity Index F
$4.3M1.7%51K−820 (−2%)8 of 8
10
GOOG
Alphabet Inc
$3.5M1.4%9,822+2,732 (+39%)8 of 8
🔒 57 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q1 2026, gone in Q2 2026
StockValue last quarterShares sold
XOM
Exxon Mobil Corp
$1.5M8,648
COP
Conocophillips
$317K2,400
FORIAN INC
$109K53K

Reported value

last 8 quarters
$156MQ3 '24
$148MQ4 '24
$145MQ1 '25
$162MQ2 '25
$178MQ3 '25
$195MQ4 '25
$204MQ1 '26
$251MQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC
FiledFormQuarter
Aug 12, 202613F-HRQ2 2026SEC filing ↗

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Aufman Associates 13F FAQ

What does Aufman Associates own?

Aufman Associates reported 67 stocks worth $251M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are STX (19.5%), VB (17.0%) and VOO (16.3%). The table above lists every position in the filing (the top 10 without an account).

What did Aufman Associates buy and sell in Q2 2026?

Compared with Q1 2026: 5 new positions, 17 added to, 26 trimmed and 3 sold out. New positions include XOM, AMD and IBM. It sold all of XOM and COP.

When will Aufman Associates file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is Aufman Associates's portfolio worth?

The Q2 2026 filing reports $251M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.