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CIK: 0001801573
Total reported value
$250.9M
$250.9M
57 檔
41.5%
At the close of Q1 2025, Aufman Associates Inc disclosed equity holdings valued at approximately $250.9M, spread across 57 reported holdings.
In Q1 2025, Aufman Associates Inc displayed an active expansion posture, initiating 57 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VB | Vanguard Small-cap ETF | ETF-Other | 22.30% | -1.31% | -0.50% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 22.04% | -1.18% | -3.03% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 18.00% | -1.94% | +4.44% | |
| 4 | STX | Seagate Technology Holdings plc | Stock-Tech | 4.88% | +6.88% | -0.63% | |
| 5 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 4.32% | -0.14% | -2.16% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.01% | -0.15% | -0.26% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.64% | -0.36% | -3.28% | |
| 8 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 2.21% | -0.20% | -0.62% | |
| 9 | MTX | Minerals Technologies Inc | Stock-Other | 1.62% | -0.26% | +2.80% | |
| 10 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 1.56% | -0.60% | +627.88% | |
| 11 | CCI | Crown Castle Inc | Stock-Real Estate | 1.36% | -0.20% | +3.12% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.12% | -0.11% | +1.32% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.84% | +0.38% | -4.32% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 0.81% | -0.11% | -0.73% | |
| 15 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 0.79% | -0.03% | — | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 0.75% | -0.72% | EXIT | |
| 17 | RVTY | Revvity Inc | Stock-Healthcare | 0.68% | -0.03% | — | |
| 18 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.61% | -0.04% | +0.28% | |
| 19 | VUG | Vanguard Growth ETF | ETF-Other | 0.55% | -0.07% | -0.96% | |
| 20 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.53% | -0.02% | +0.26% | |
| 21 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.51% | -0.04% | +0.46% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.51% | -0.03% | -2.14% | |
| 23 | ABBV | Abbvie Inc | Stock-Healthcare | 0.47% | -0.03% | -2.10% | |
| 24 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.44% | +0.01% | +0.22% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.42% | -0.06% | — | |
| 26 | PAYX | Paychex Inc | Stock-Tech | 0.38% | -0.02% | — | |
| 27 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.37% | -0.03% | — | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.36% | -0.02% | -6.97% | |
| 29 | CVX | Chevron CORP | Stock-Energy | 0.33% | -0.11% | +1.38% | |
| 30 | MRNA | Moderna Inc | Stock-Healthcare | 0.32% | +0.47% | +34.41% | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 0.30% | -0.01% | -6.07% | |
| 32 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 0.28% | -0.01% | — | |
| 33 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.28% | -0.01% | +0.18% | |
| 34 | ABT | Abbott Laboratories | Stock-Healthcare | 0.28% | -0.04% | — | |
| 35 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.24% | -0.04% | +0.03% | |
| 36 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.24% | +0.11% | NEW | |
| 37 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.22% | -0.07% | — | |
| 38 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.22% | -0.04% | — | |
| 39 | ALTO | Alto Ingredients Inc | Stock-Other | 0.21% | — | — | |
| 40 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.21% | — | +0.23% | |
| 41 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 0.20% | -0.03% | +0.77% | |
| 42 | EFAX | State Street Spdr Msci Eafe | ETF-Other | 0.20% | -0.02% | — | |
| 43 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.19% | -0.02% | — | |
| 44 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.19% | -0.04% | -6.41% | |
| 45 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.19% | +0.01% | +0.21% | |
| 46 | PPL | Ppl CORP | Stock-Utilities | 0.19% | -0.03% | — | |
| 47 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.18% | -0.02% | -7.51% | |
| 48 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.18% | -0.04% | — | |
| 49 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.18% | -0.01% | — | |
| 50 | COP | Conocophillips | Stock-Energy | 0.17% | -0.16% | EXIT |
According to official SEC Form 13F filings, Aufman Associates Inc reported a total U.S. public equity portfolio value of $250.9M across 57 disclosed positions in Q1 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VB, VOO, VEA) accounted for 41.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
VB
市值: $32.4M
During Q1 2025, Aufman Associates Inc's top holdings by market value included VB (22.3%)、VOO (22.0%)、VEA (18.0%). The largest single position, VB, represented 22.3% of total portfolio value.
In Q1 2025, Aufman Associates Inc made 57 total portfolio adjustments, initiating 57 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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