Aufman Associates Inc Portfolio Holdings

Aufman Associates Inc

  • $146 Million
  • Q1 2025

Aufman Associates Inc has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $146 Million distributed in 57 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Small Cap ETF with a value of $32.4M, Vanguard Index Fds S&P 500 ETF with a value of $32.1M, Vanguard Ftse Developed Market with a value of $26.2M, Seagate Technology Holdings PLC with a value of $7.1M, and Vanguard Mid Cap Growth Index with a value of $6.29M.

Examining the 13F form we can see an decrease of $2.66M in the current position value, from $148M to 146M.

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 $146 Million
ETFs: $115 Million
Technology: $10.3 Million
Healthcare: $4.23 Million
Financial Services: $3.84 Million
Basic Materials: $2.66 Million
Communication Services: $2.1 Million
Real Estate: $1.98 Million
Energy: $1.82 Million
Other: $3.3 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 57
  • Current Value $146 Million
  • Prior Value $148 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
Track This Portfolio

Track Aufman Associates Inc Portfolio

Follow Aufman Associates Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aufman Associates Inc, based on Form 13F filings with the SEC.

News

Stay updated on Aufman Associates Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email