13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001801573
Total reported value
$250.9M
$250.9M
64 檔
46.5%
The Q2 2025 SEC filing reveals that Aufman Associates Inc held a total portfolio value of $250.9M, covering 64 public equity positions.
In Q2 2025, Aufman Associates Inc displayed an active expansion posture, initiating 8 new positions and adding to 21 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 21.67% | -1.18% | -0.84% | |
| 2 | VB | Vanguard Small-cap ETF | ETF-Other | 21.31% | -1.31% | -0.29% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 18.12% | -1.94% | +0.05% | |
| 4 | STX | Seagate Technology Holdings plc | Stock-Tech | 6.27% | +6.88% | -15.69% | |
| 5 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 4.50% | -0.14% | -0.23% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.97% | -0.15% | -0.51% | |
| 7 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 2.18% | -0.20% | -0.71% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.08% | -0.36% | -3.78% | |
| 9 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 1.48% | -0.60% | +1.46% | |
| 10 | MTX | Minerals Technologies Inc | Stock-Other | 1.29% | -0.26% | +2.72% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.24% | -0.11% | +34.26% | |
| 12 | CCI | Crown Castle Inc | Stock-Real Estate | 1.12% | -0.20% | -6.92% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.03% | -0.11% | +6.99% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.88% | +0.38% | +2.58% | |
| 15 | XOM | Exxon Mobil CORP | Stock-Energy | 0.61% | -0.72% | EXIT | |
| 16 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.61% | -0.04% | +0.72% | |
| 17 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 0.60% | -0.03% | — | |
| 18 | VUG | Vanguard Growth ETF | ETF-Other | 0.58% | -0.07% | -1.21% | |
| 19 | RVTY | Revvity Inc | Stock-Healthcare | 0.56% | -0.03% | — | |
| 20 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.51% | -0.02% | -1.55% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.50% | -0.02% | — | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.50% | -0.03% | -1.28% | |
| 23 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.50% | -0.04% | +0.45% | |
| 24 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.45% | +0.01% | — | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 0.42% | -0.01% | -4.58% | |
| 26 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.37% | -0.03% | +1.89% | |
| 27 | ABBV | Abbvie Inc | Stock-Healthcare | 0.37% | -0.03% | +0.03% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.36% | -0.02% | — | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.35% | -0.06% | -0.13% | |
| 30 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.31% | -0.04% | +13.41% | |
| 31 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 0.30% | -0.01% | — | |
| 32 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.30% | -0.02% | — | |
| 33 | PAYX | Paychex Inc | Stock-Tech | 0.28% | -0.02% | -11.15% | |
| 34 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.28% | -0.02% | — | |
| 35 | MRNA | Moderna Inc | Stock-Healthcare | 0.27% | +0.47% | +8.85% | |
| 36 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.26% | -0.01% | +0.20% | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.26% | -0.11% | +2.80% | |
| 38 | ABT | Abbott Laboratories | Stock-Healthcare | 0.26% | -0.04% | — | |
| 39 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.20% | — | +0.15% | |
| 40 | EFAX | State Street Spdr Msci Eafe | ETF-Other | 0.20% | -0.02% | +1.65% | |
| 41 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.19% | -0.04% | +4.28% | |
| 42 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.19% | +0.01% | -0.90% | |
| 43 | ALTO | Alto Ingredients Inc | Stock-Other | 0.19% | — | — | |
| 44 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 0.18% | -0.03% | -0.33% | |
| 45 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.18% | -0.07% | +2.77% | |
| 46 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.18% | -0.02% | — | |
| 47 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.18% | -0.01% | -2.18% | |
| 48 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.17% | — | — | |
| 49 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.17% | -0.02% | +2.92% | |
| 50 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.16% | -0.05% | — |
According to official SEC Form 13F filings, Aufman Associates Inc reported a total U.S. public equity portfolio value of $250.9M across 64 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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 VOO, VB, VEA) accounted for 46.5% of total reported equity market value during Q2 2025.
Top New Position Initiated
IWF
市值: $818.2K
Top Position Liquidated / Trimmed
DUK
前期市值: $223.0K
During Q2 2025, Aufman Associates Inc's top holdings by market value included VOO (21.7%)、VB (21.3%)、VEA (18.1%). The largest single position, VOO, represented 21.7% of total portfolio value.
In Q2 2025, Aufman Associates Inc made 48 total portfolio adjustments, initiating 8 new buys, adding to 21 positions, trimming 18 holdings, and fully liquidating 1 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.