Aufman Associates Inc Portfolio Holdings

Aufman Associates Inc

  • $162 Million
  • Q2 2025

Aufman Associates Inc has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $162 Million distributed in 64 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 $35.1M, Vanguard Small Cap ETF with a value of $34.6M, Vanguard Ftse Developed Market with a value of $29.4M, Seagate Technology Holdings PLC with a value of $10.2M, and Vanguard Mid Cap Growth Index with a value of $7.29M.

Examining the 13F form we can see an increase of $16.8M in the current position value, from $146M to 162M.

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 $162 Million
ETFs: $128 Million
Technology: $15 Million
Healthcare: $3.98 Million
Financial Services: $3.37 Million
Communication Services: $2.46 Million
Basic Materials: $2.4 Million
Real Estate: $1.82 Million
Energy: $1.63 Million
Other: $2.8 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 64
  • Current Value $162 Million
  • Prior Value $146 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 8 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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