Aufman Associates Inc
CIK: 0001801573SEC EDGAR →
Portfolio Value
$195.1M
Holdings
67
As of
Q4 2025
New Positions
3
Closed Positions
2
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Vanguard 500 Index ETF | 60,528 | $38.0M | 19.45% |
| 2 | Vanguard Small-Cap Index ETF | 144,241 | $37.2M | 19.07% |
| 3 | Vanguard Developed Markets Index ETF | 515,427 | $32.2M | 16.50% |
| 4 | Seagate Technology Holdings | 65,559 | $18.1M | 9.25% |
| 5 | Schwab Fundamental US Large Company Index ETF | 574,608 | $15.6M | 8.01% |
| 6 | Vanguard Mid-Cap Growth Index ETF | 24,637 | $6.9M | 3.52% |
| 7 | iShares Core S&P 500 Index ETF | 7,702 | $5.3M | 2.70% |
| 8 | Vanguard FTSE All-World ex US Index ETF | 52,933 | $3.9M | 2.00% |
| 9 | Berkshire Hathaway Cl B | 6,778 | $3.4M | 1.75% |
| 10 | Minerals Technologies | 38,011 | $2.3M | 1.19% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 33 | $152.5M | 78.2% |
| Technology | 6 | $22.9M | 11.8% |
| Unknown | 4 | $5.9M | 3.0% |
| Healthcare | 8 | $4.1M | 2.1% |
| Communication Services | 3 | $3.1M | 1.6% |
| Basic Materials | 1 | $2.3M | 1.2% |
| Energy | 3 | $1.8M | 0.9% |
| Consumer Defensive | 3 | $973K | 0.5% |
| Consumer Cyclical | 3 | $789K | 0.4% |
| Industrials | 2 | $553K | 0.3% |
| Utilities | 1 | $262K | 0.1% |