Aufman Associates Inc Portfolio Holdings

Aufman Associates Inc

  • $178 Million
  • Q3 2025

Aufman Associates Inc has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $178 Million distributed in 66 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $37.5M, Vanguard Small Cap ETF with a value of $36.7M, Vanguard Ftse Developed Market with a value of $30.9M, Seagate Technology Holdings PLC with a value of $16.6M, and Vanguard Mid Cap Growth Index with a value of $7.29M.

Examining the 13F form we can see an increase of $15.4M in the current position value, from $162M to 178M.

Aufman Associates Inc is based out at Sewickley, PA

Below you can find more details about Aufman Associates Inc portfolio as well as his latest detailed transactions.

Portfolio value $178 Million
ETFs: $136 Million
Technology: $21.9 Million
Healthcare: $4.32 Million
Financial Services: $3.42 Million
Communication Services: $2.93 Million
Basic Materials: $2.36 Million
Energy: $1.71 Million
Real Estate: $1.58 Million
Other: $2.79 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$37.5 Million 21.09% of portfolio
61,217
Q3 2025 Reduced 1.06%
$0
$36.7 Million 20.66% of portfolio
144,456
Q3 2025 Reduced 0.95%
$0
$30.9 Million 17.37% of portfolio
515,335
Q3 2025 Reduced 0.02%
$53.3B
$16.6 Million 9.35% of portfolio
70,392
Q3 2025 Reduced 0.13%
$0
$7.29 Million 4.1% of portfolio
24,822
Q3 2025 Reduced 3.22%
$0
$5.2 Million 2.92% of portfolio
7,767
Q3 2025 Added 0.23%
$0
$3.72 Million 2.09% of portfolio
52,086
Q3 2025 Reduced 0.95%
$662B
$3.42 Million 1.93% of portfolio
6,808
Q3 2025 Reduced 1.79%
$0
$2.56 Million 1.44% of portfolio
97,525
Q3 2025 Reduced 0.06%
$1.86B
$2.36 Million 1.33% of portfolio
38,011
Q2 2025 Added 2.72%
$4.3T
$2.15 Million 1.21% of portfolio
8,424
Q3 2025 Reduced 14.08%
$1.74T
$1.87 Million 1.05% of portfolio
7,665
Q3 2025 Reduced 4.53%
$3.78T
$1.71 Million 0.96% of portfolio
3,304
Q3 2025 Reduced 1.46%
$39.2B
$1.58 Million 0.89% of portfolio
16,379
Q3 2025 Reduced 7.51%
$15.3B
$1.13 Million 0.64% of portfolio
9,339
Q3 2024 Reduced 42.3%
$0
$1.06 Million 0.6% of portfolio
14,405
Q3 2025 Added 0.49%
$0
$982,000 0.55% of portfolio
2,048
Q3 2025 Reduced 3.85%
$30.4B
$978,000 0.55% of portfolio
37,571
Q4 2024 Reduced 5.42%
$0
$947,000 0.53% of portfolio
21,024
Q3 2025 Added 5.8%
$0
$902,000 0.51% of portfolio
1,927
Q2 2025 New
$0
$897,000 0.5% of portfolio
15,656
Q3 2025 Added 14.71%
$0
$850,000 0.48% of portfolio
2,894
Q3 2025 Added 0.38%
$0
$849,000 0.48% of portfolio
1,275
Q3 2025 Reduced 2.6%
$414B
$755,000 0.42% of portfolio
3,262
Q2 2025 Added 0.03%
$522B
$690,000 0.39% of portfolio
3,726
Q3 2025 Added 0.13%
$0
$632,000 0.36% of portfolio
6,802
Q2 2025 Added 1.89%
$139B
$620,000 0.35% of portfolio
1,881
Q3 2025 Reduced 24.18%
$0
$622,000 0.35% of portfolio
1,896
Q1 2025 Reduced 6.97%
$0
$541,000 0.3% of portfolio
6,077
Q3 2024 Reduced 19.4%
$0
$498,000 0.28% of portfolio
3,499
Q2 2025 New
$303B
$460,000 0.26% of portfolio
2,963
Q3 2025 Added 0.71%
$0
$470,000 0.26% of portfolio
2,310
Q2 2025 New
$0
$467,000 0.26% of portfolio
3,931
Q3 2025 Added 0.2%
$193B
$459,000 0.26% of portfolio
4,015
Q3 2025 Reduced 0.5%
$9.69B
$452,000 0.25% of portfolio
17,509
Q3 2025 Added 8.14%
$228B
$408,000 0.23% of portfolio
3,051
Q1 2022 Reduced 2.4%
$40.4B
$399,000 0.22% of portfolio
3,154
Q2 2025 Reduced 11.15%
$1.65T
$378,000 0.21% of portfolio
1,557
Q3 2025 Reduced 3.65%
$0
$351,000 0.2% of portfolio
2,589
Q3 2025 Reduced 0.99%
$1.46T
$333,000 0.19% of portfolio
1,195
Q2 2025 New
$0
$337,000 0.19% of portfolio
6,841
Q2 2025 Added 1.65%
$235B
$313,000 0.18% of portfolio
3,733
Q3 2025 Added 0.78%
$224B
$326,000 0.18% of portfolio
1,073
Q2 2025 Added 4.28%
$0
$302,000 0.17% of portfolio
1,466
Q3 2024 New
$2.39T
$308,000 0.17% of portfolio
1,403
Q3 2025 Reduced 1.54%
$0
$303,000 0.17% of portfolio
7,471
Q3 2025 Added 2.19%
$0
$278,000 0.16% of portfolio
2,984
Q2 2025 New
$27.1B
$278,000 0.16% of portfolio
7,485
Q4 2024 Reduced 13.64%
$0
$266,000 0.15% of portfolio
4,091
Q4 2024 Reduced 6.64%

Summary

  • Portfolio
  • No. of Stocks 66
  • Current Value $178 Million
  • Prior Value $162 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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