Investor
Aufman Associates Inc
CIK 0001801573 · filed 2026-05-15 · SEC filing
13F book
$203.8M
Positions
65
0 new · 2 sold
Largest name
18.3%
Vanguard Index Fds
Est. mark
$7.46M
Price effect on 65 names still held. Flow $1.25M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Index Fds | — | 142.8K | $37.4M | 18.3% | $566.8K | Cut$187.9K |
| Vanguard Index Fds | — | 59.7K | $35.7M | 17.5% | −$1.77M | Cut−$2.26M |
| Vanguard Tax-Managed Fds | — | 507.2K | $32.5M | 15.9% | $816.7K | Cut$303.2K |
| Seagate Technology Hldngs Pl | — | 65.5K | $25.7M | 12.6% | $7.62M | Cut$7.61M |
| Schwab Strategic Tr | — | 678.7K | $18.9M | 9.3% | $367.7K | Added$3.27M |
| Vanguard Index Fds | — | 24.7K | $6.35M | 3.1% | −$536.9K | Added−$526.6K |
| Ishares Tr | — | 7.63K | $4.98M | 2.4% | −$242K | Cut−$294.1K |
| Vanguard Intl Equity Index F | — | 52.2K | $3.92M | 1.9% | $80.4K | Cut$30.1K |
| Berkshire Hathaway Inc Del | — | 6.78K | $3.25M | 1.6% | −$158.9K | Held |
| Moderna, Inc. | MRNA | 57K | $2.75M | 1.3% | $809.6K | Added$1.48M |
| Minerals Technologies Inc | MTX | 38K | $2.7M | 1.3% | $379K | Held |
| Alphabet Inc | — | 7.09K | $2.03M | 1.0% | −$189.6K | Added−$174.7K |
| Apple Inc. | AAPL | 7.75K | $1.97M | 1.0% | −$139.8K | Cut−$145.5K |
| Exxon Mobil Corp | — | 8.65K | $1.47M | 0.7% | $426.5K | Cut$379.9K |
| Microsoft Corp | MSFT | 3.29K | $1.22M | 0.6% | −$372.8K | Added−$372.4K |
| Crown Castle Inc. | CCI | 14.3K | $1.16M | 0.6% | −$107.9K | Cut−$295K |
| Vanguard Star Fds | — | 14.7K | $1.13M | 0.6% | $24.5K | Added$25.2K |
| Ishares Tr | — | 22.1K | $1.04M | 0.5% | $22.9K | Cut$13.9K |
| Ishares Tr | — | 18.2K | $1M | 0.5% | −$39.5K | Added$49K |
| Vanguard Growth Etf | — | 1.95K | $850.3K | 0.4% | −$99.4K | Cut−$179.9K |
| Vanguard Index Fds | — | 2.9K | $834.2K | 0.4% | −$8.97K | Cut−$9.26K |
| Ishares Tr | — | 1.93K | $821.7K | 0.4% | −$90.4K | Held |
| Spdr S&P 500 Etf Tr | — | 1.22K | $796K | 0.4% | −$38.7K | Cut−$59.8K |
| Johnson & Johnson | JNJ | 3.2K | $782.9K | 0.4% | $120.1K | Cut$80.6K |
| Revvity, Inc. | RVTY | 8.26K | $723.7K | 0.4% | −$75.5K | Held |
| AbbVie Inc. | ABBV | 3.26K | $709.4K | 0.3% | −$35.9K | Held |
| Ishares Tr | — | 6.91K | $660.8K | 0.3% | $3.66K | Held |
| Chevron Corp New | CVX | 3K | $620.1K | 0.3% | $162.9K | Added$164.9K |
| Vanguard Index Fds | — | 1.91K | $611.8K | 0.3% | −$27.5K | Added−$26.2K |
| Broadcom Inc. | AVGO | 1.88K | $582.9K | 0.3% | −$68.9K | Added−$68.6K |
| Ishares Tr | — | 2.31K | $493.6K | 0.2% | $7.69K | Held |
| Ishares Tr | — | 3.94K | $490.4K | 0.2% | $16.2K | Added$16.7K |
| Ishares Tr | — | 3.5K | $448.3K | 0.2% | −$30.9K | Held |
| Merck & Co., Inc. | MRK | 3.67K | $442.1K | 0.2% | $55.2K | Cut$52.2K |
| Fidelity Comwlth Tr | — | 4.97K | $421.9K | 0.2% | −$32.2K | Held |
| Kraft Heinz Co | KHC | 18.6K | $418.8K | 0.2% | −$32.8K | Held |
| Alphabet Inc | — | 1.35K | $387.1K | 0.2% | −$34.2K | Cut−$39.9K |
| Disney Walt Co | — | 3.99K | $384.6K | 0.2% | −$69.4K | Held |
| Ishares Tr | — | 2.69K | $355.6K | 0.2% | −$18.7K | Added−$4.02K |
| Taiwan Semiconductor Mfg Ltd | — | 1.03K | $348.1K | 0.2% | $35.1K | Held |
| Spdr Index Shs Fds | — | 6.97K | $346.7K | 0.2% | −$4.88K | Held |
| Conocophillips | COP | 2.4K | $316.8K | 0.2% | $92.1K | Held |
| Abbott Labs | ABT | 3.05K | $313.2K | 0.2% | −$69K | Held |
| Ssga Active Etf Tr | — | 7.65K | $304.1K | 0.1% | −$3.95K | Cut−$6.85K |
| Paychex Inc | PAYX | 3.15K | $290.5K | 0.1% | −$63.3K | Held |
| Ishares Tr | — | 2.98K | $289.8K | 0.1% | $3.28K | Held |
| Coca Cola Co | KO | 3.8K | $289.2K | 0.1% | $23.3K | Held |
| Amazon Com Inc | AMZN | 1.38K | $288K | 0.1% | −$31.2K | Cut−$31.6K |
| Ppl Corp | — | 7.49K | $285.9K | 0.1% | $23.8K | Held |
| Ishares Tr | — | 1.5K | $284.4K | 0.1% | $12.6K | Held |
| Pepsico Inc | PEP | 1.8K | $279.1K | 0.1% | $21.2K | Held |
| Ishares Tr | — | 4.09K | $276.3K | 0.1% | $6.26K | Held |
| Ishares Tr | — | 1.31K | $276.2K | 0.1% | −$1.2K | Cut−$34.7K |
| Verizon Communications Inc | VZ | 5.24K | $263.1K | 0.1% | $49.6K | Held |
| Mckesson Corp | MCK | 300 | $259.6K | 0.1% | $13.5K | Held |
| Mcdonalds Corp | MCD | 829 | $257.7K | 0.1% | $4.28K | Held |
| Vanguard Bd Index Fds | — | 3.23K | $253.5K | 0.1% | −$1.24K | Added$97 |
| Caterpillar Inc | CAT | 350 | $248K | 0.1% | $47.5K | Held |
| Ishares Tr | — | 1.86K | $247K | 0.1% | $1.7K | Held |
| Marriott Intl Inc New | — | 702 | $229.5K | 0.1% | $11.8K | Held |
| Fidelity Covington Trust | — | 6.13K | $214.1K | 0.1% | $1.53K | Held |
| Ishares Tr | — | 2.82K | $212.7K | 0.1% | $818 | Held |
| Ishares Tr | — | 1.99K | $200K | 0.1% | $7.44K | Cut−$76.9K |
| Ishares Tr | — | 10.3K | $187.8K | 0.1% | $19.1K | Held |
| Forian Inc | — | 52.7K | $109K | 0.1% | −$2.63K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.