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 Market Cap. of Under $50 Millions

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

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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