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Latest Aufman Associates Inc Stock Portfolio

Aufman Associates Inc Performance:
2025 Q3: 5.54%YTD: 8.35%2024: 1.11%
Performance for 2025 Q3 is 5.54%, and YTD is 8.35%, and 2024 is 1.11%.

About Aufman Associates Inc and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Aufman Associates Inc reported an equity portfolio of $177.7 Millions as of 30 Sep, 2025.

The top stock holdings of Aufman Associates Inc are VB, VB, VEA. The fund has invested 21.1% of it's portfolio in VANGUARD 500 INDEX ETF and 20.7% of portfolio in VANGUARD SMALL-CAP INDEX ETF.

The fund managers got completely rid off ALTO INGREDIENTS (ALTO) stocks. They significantly reduced their stock positions in BROADCOM (AVGO), APPLE (AAPL) and VERIZON COMMUNICATIONS (VZ). Aufman Associates Inc opened new stock positions in ORACLE (ORCL), ISHARES 0-3 MONTH TREASURY BOND ETF (DMXF) and FIDELITY ENHANCED LARGE CAP VALUE ETF. The fund showed a lot of confidence in some stocks as they added substantially to ISHARES ESG ADVANCED MSCI USA ETF (DMXF), MODERNA (MRNA) and ISHARES ESG AWARE MSCI USA SMALL-CAP ETF (BGRN).

Aufman Associates Inc Annual Return Estimates Vs S&P 500

Our best estimate is that Aufman Associates Inc made a return of 5.54% in the last quarter. In trailing 12 months, it's portfolio return was 6.3%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
oracle235,679
ishares 0-3 month treasury bond etf205,770
fidelity enhanced large cap value etf205,639
New stocks bought by Aufman Associates Inc

Additions

Ticker% Inc.
ishares esg advanced msci usa etf14.71
moderna8.14
ishares esg aware msci usa small-cap etf5.8
pepsico3.45
spdr doubleline total return tactical etf2.19
merck & company0.78
chevron0.71
vanguard total int'l stock index etf0.49
Additions to existing portfolio by Aufman Associates Inc

Reductions

Ticker% Reduced
broadcom-24.18
apple-14.08
verizon communications-8.95
crown castle-7.51
alphabet cl c-4.53
vanguard growth index etf-3.85
alphabet cl a-3.65
vanguard mid-cap growth index etf-3.22
Aufman Associates Inc reduced stake in above stock

Sold off

Ticker$ Sold
alto ingredients-306,661
Aufman Associates Inc got rid off the above stocks

Sector Distribution

Aufman Associates Inc has about 79.7% of it's holdings in Others sector.

Sector%
Others79.7
Technology12.1
Healthcare1.8
Communication Services1.7
Basic Materials1.3

Market Cap. Distribution

Aufman Associates Inc has about 18.9% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED79.7
LARGE-CAP12.6
MEGA-CAP6.3
MID-CAP1.3

Stocks belong to which Index?

About 20.2% of the stocks held by Aufman Associates Inc either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others79.7
S&P 50018.9
RUSSELL 20001.3
Top 5 Winners (%)%
STX
seagate technology holdings
63.6 %
GOOG
alphabet cl a
37.9 %
GOOG
alphabet cl c
37.3 %
ABBV
abbvie
24.7 %
AAPL
apple
24.1 %
Top 5 Winners ($)$
STX
seagate technology holdings
6.5 M
GOOG
alphabet cl c
0.5 M
AAPL
apple
0.5 M
IJR
ishares core s&p 500 index etf
0.4 M
MTX
minerals technologies
0.3 M
Top 5 Losers (%)%
PAYX
paychex
-12.9 %
DIS
the walt disney company
-7.7 %
KO
coca-cola
-6.3 %
CCI
crown castle
-6.1 %
MRNA
moderna
-4.5 %
Top 5 Losers ($)$
CCI
crown castle
-0.1 M
PAYX
paychex
-0.1 M
DIS
the walt disney company
0.0 M
MRNA
moderna
0.0 M
KO
coca-cola
0.0 M

Aufman Associates Inc Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Aufman Associates Inc

Aufman Associates Inc has 66 stocks in it's portfolio. About 82.3% of the portfolio is in top 10 stocks. CCI proved to be the most loss making stock for the portfolio. STX was the most profitable stock for Aufman Associates Inc last quarter.

Last Reported on: 12 Nov, 2025
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions