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CIK: 0001801573
Total reported value
$250.9M
$250.9M
65 檔
59.9%
During the Q1 2026 filing period, Aufman Associates Inc (CIK: 0001801573) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $250.9M across 65 reported positions.
In Q1 2026, Aufman Associates Inc adopted a defensive or profit-taking posture, trimming 20 positions and completely liquidating 2 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VB | Vanguard Small-cap ETF | ETF-Other | 18.35% | -1.31% | -1.02% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 17.51% | -1.18% | -1.30% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 15.95% | -1.94% | -1.59% | |
| 4 | STX | Seagate Technology Holdings plc | Stock-Tech | 12.59% | +6.88% | -0.08% | |
| 5 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 9.27% | -0.60% | +18.11% | |
| 6 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 3.12% | -0.14% | +0.16% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.44% | -0.15% | -0.99% | |
| 8 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.93% | -0.20% | -1.29% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.59% | -0.36% | — | |
| 10 | MRNA | Moderna Inc | Stock-Healthcare | 1.35% | +0.47% | +31.94% | |
| 11 | MTX | Minerals Technologies Inc | Stock-Other | 1.32% | -0.26% | — | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.00% | +0.38% | +0.74% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 0.96% | -0.11% | -0.27% | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 0.72% | -0.72% | EXIT | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 0.60% | -0.11% | +0.03% | |
| 16 | CCI | Crown Castle Inc | Stock-Real Estate | 0.57% | -0.20% | -12.85% | |
| 17 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.56% | -0.04% | +0.06% | |
| 18 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.51% | -0.02% | -0.89% | |
| 19 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.49% | +0.01% | +9.67% | |
| 20 | VUG | Vanguard Growth ETF | ETF-Other | 0.42% | -0.07% | -7.81% | |
| 21 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.41% | -0.04% | -0.03% | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.40% | -0.02% | — | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.39% | -0.03% | -2.47% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.38% | -0.06% | -5.63% | |
| 25 | RVTY | Revvity Inc | Stock-Healthcare | 0.36% | -0.03% | — | |
| 26 | ABBV | Abbvie Inc | Stock-Healthcare | 0.35% | -0.03% | — | |
| 27 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.32% | -0.03% | — | |
| 28 | CVX | Chevron CORP | Stock-Energy | 0.30% | -0.11% | +0.33% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.30% | -0.02% | +0.21% | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.29% | -0.01% | +0.05% | |
| 31 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.24% | -0.02% | — | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.24% | -0.01% | +0.10% | |
| 33 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.22% | -0.02% | — | |
| 34 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.22% | -0.07% | -0.78% | |
| 35 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 0.21% | -0.01% | — | |
| 36 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 0.21% | -0.03% | — | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.19% | -0.01% | -1.32% | |
| 38 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.19% | -0.04% | — | |
| 39 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.17% | — | +4.30% | |
| 40 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.17% | — | — | |
| 41 | EFAX | State Street Spdr Msci Eafe | ETF-Other | 0.17% | -0.02% | — | |
| 42 | COP | Conocophillips | Stock-Energy | 0.16% | -0.16% | EXIT | |
| 43 | ABT | Abbott Laboratories | Stock-Healthcare | 0.15% | -0.04% | — | |
| 44 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 0.15% | -0.03% | -0.93% | |
| 45 | PAYX | Paychex Inc | Stock-Tech | 0.14% | -0.02% | — | |
| 46 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.14% | -0.05% | — | |
| 47 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.14% | -0.02% | — | |
| 48 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.14% | +0.01% | -0.14% | |
| 49 | PPL | Ppl CORP | Stock-Utilities | 0.14% | -0.03% | — | |
| 50 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.14% | -0.01% | — |
According to official SEC Form 13F filings, Aufman Associates Inc reported a total U.S. public equity portfolio value of $250.9M across 65 disclosed positions in Q1 2026.
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 VB, VOO, VEA) accounted for 59.9% of total reported equity market value during Q1 2026.
Top Position Liquidated / Trimmed
IBM
前期市值: $215.9K
During Q1 2026, Aufman Associates Inc's top holdings by market value included VB (18.4%)、VOO (17.5%)、VEA (15.9%). The largest single position, VB, represented 18.4% of total portfolio value.
In Q1 2026, Aufman Associates Inc made 35 total portfolio adjustments, initiating 0 new buys, adding to 13 positions, trimming 20 holdings, and fully liquidating 2 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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