Q4 2025 · 13F-HR
Aufman Associates Incholdings as filed
Filed 2026-02-11 · accession 0001801573-26-000001
$195.1M
Reported value
67
Positions
2025-12-31
Period end
The Brief · Aufman Associates Inc · Q4 2025
AI · grounded in 13F
Aufman Associates Inc increased its position in FNDX by 489.19%. The fund also accumulated shares of MRNA by 146.73% and VEA by 0.0179%. On the selling side, the fund closed positions in ORCL and SGOV, while trimming its holding in KHC by 50.44%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 922908363 | VOO | Vanguard 500 Index ETF | $38.0M | 19.5% | 60,528 | Common | NONE |
| 922908751 | VB | Vanguard Small-Cap Index ETF | $37.2M | 19.1% | 144,241 | Common | NONE |
| 921943858 | VEA | Vanguard Developed Markets Index ETF | $32.2M | 16.5% | 515,427 | Common | NONE |
| G7997R103 | STX | Seagate Technology Holdings | $18.1M | 9.25% | 65,559 | Common | NONE |
| 808524771 | FNDX | Schwab Fundamental US Large Company Index ETF | $15.6M | 8.01% | 574,608 | Common | NONE |
| 922908538 | VOT | Vanguard Mid-Cap Growth Index ETF | $6.9M | 3.52% | 24,637 | Common | NONE |
| 464287200 | IVV | iShares Core S&P 500 Index ETF | $5.3M | 2.70% | 7,702 | Common | NONE |
| 922042775 | VEU | Vanguard FTSE All-World ex US Index ETF | $3.9M | 2.00% | 52,933 | Common | NONE |
| 084670702 | BRK/B | Berkshire Hathaway Cl B | $3.4M | 1.75% | 6,778 | Common | NONE |
| 603158106 | MTX | Minerals Technologies | $2.3M | 1.19% | 38,011 | Common | NONE |
| 02079K107 | GOOG | Alphabet Cl C | $2.2M | 1.13% | 7,038 | Common | NONE |
| 037833100 | AAPL | Apple | $2.1M | 1.08% | 7,770 | Common | NONE |
| 594918104 | MSFT | Microsoft | $1.6M | 0.81% | 3,287 | Common | NONE |
| 22822V101 | CCI | Crown Castle | $1.5M | 0.75% | 16,379 | Common | NONE |
| 60770K107 | MRNA | Moderna | $1.3M | 0.65% | 43,200 | Common | NONE |
| 921909768 | VXUS | Vanguard Total Int'l Stock Index ETF | $1.1M | 0.57% | 14,665 | Common | NONE |
| 30231G102 | XOM | Exxon Mobil | $1.1M | 0.56% | 9,035 | Common | NONE |
| 922908736 | VUG | Vanguard Growth Index ETF | $1.0M | 0.53% | 2,112 | Common | NONE |
| 46435U663 | ESML | iShares ESG Aware MSCI USA Small-Cap ETF | $1.0M | 0.52% | 22,260 | Common | NONE |
| 46436E767 | USXF | iShares ESG Advanced MSCI USA ETF | $954,959 | 0.49% | 16,585 | Common | NONE |
| 464287614 | IWF | iShares Russell 1000 Growth Index ETF | $912,049 | 0.47% | 1,927 | Common | NONE |
| 78462F103 | SPY | SPDR S&P 500 Index ETF | $855,810 | 0.44% | 1,255 | Common | NONE |
| 922908629 | VO | Vanguard Mid-Cap Index ETF | $843,504 | 0.43% | 2,906 | Common | NONE |
| 714046109 | RVTY | Revvity | $799,155 | 0.41% | 8,260 | Common | NONE |
| 00287Y109 | ABBV | AbbVie | $745,226 | 0.38% | 3,262 | Common | NONE |
| 478160104 | JNJ | Johnson & Johnson | $702,388 | 0.36% | 3,394 | Common | NONE |
| 46435G516 | ESGD | iShares ESG Aware MSCI EAFE ETF | $657,130 | 0.34% | 6,911 | Common | NONE |
| 11135F101 | AVGO | Broadcom | $651,447 | 0.33% | 1,882 | Common | NONE |
| 922908769 | VTI | Vanguard Total Stock Market ETF | $638,021 | 0.33% | 1,903 | Common | NONE |
| 464287598 | IWD | iShares Russell 1000 Value Index ETF | $485,885 | 0.25% | 2,310 | Common | NONE |
| 464287481 | IWP | iShares Russell Mid-Cap Growth Index ETF | $479,153 | 0.25% | 3,499 | Common | NONE |
| 464287804 | IJR | iShares Core S&P Small-Cap Index ETF | $473,671 | 0.24% | 3,941 | Common | NONE |
| 166764100 | CVX | Chevron | $455,208 | 0.23% | 2,987 | Common | NONE |
| 315912808 | ONEQ | Fidelity NASDAQ Composite Index ETF | $454,167 | 0.23% | 4,969 | Common | NONE |
| 254687106 | DIS | The Walt Disney Company | $453,935 | 0.23% | 3,990 | Common | NONE |
| 500754106 | KHC | Kraft Heinz Co | $451,559 | 0.23% | 18,621 | Common | NONE |
| 02079K305 | GOOGL | Alphabet Cl A | $426,932 | 0.22% | 1,364 | Common | NONE |
| 58933Y105 | MRK | Merck & Company | $389,883 | 0.20% | 3,704 | Common | NONE |
| 002824100 | ABT | Abbott Laboratories | $382,260 | 0.20% | 3,051 | Common | NONE |
| 464288802 | SUSA | iShares ESG Optimized MSCI USA ETF | $359,647 | 0.18% | 2,581 | Common | NONE |
| 704326107 | PAYX | Paychex | $353,816 | 0.18% | 3,154 | Common | NONE |
| 78470E106 | EFAX | SPDR MSCI EAFE Fossil Fuel Free ETF | $351,585 | 0.18% | 6,967 | Common | NONE |
| 023135106 | AMZN | Amazon.com | $319,605 | 0.16% | 1,385 | Common | NONE |
| 874039100 | TSM | Taiwan Semiconductor Mfg ADR | $313,007 | 0.16% | 1,030 | Common | NONE |
| 78467V848 | TOTL | SPDR DoubleLine Total Return Tactical ETF | $310,917 | 0.16% | 7,725 | Common | NONE |
| 464287408 | IVE | iShares S&P 500 Value ETF | $310,895 | 0.16% | 1,466 | Common | NONE |
| 464287465 | EFA | iShares MSCI EAFE ETF | $286,531 | 0.15% | 2,984 | Common | NONE |
| 464287606 | IJK | iShares S&P Mid-Cap 400 Growth ETF | $276,980 | 0.14% | 2,859 | Common | NONE |
| 464287630 | IWN | iShares Russell 2000 Value ETF | $271,815 | 0.14% | 1,500 | Common | NONE |
| 464287507 | IJH | iShares Core S&P Mid-Cap Index ETF | $270,006 | 0.14% | 4,091 | Common | NONE |
| 191216100 | KO | Coca-Cola | $265,808 | 0.14% | 3,802 | Common | NONE |
| 69351T106 | PPL | PPL | $262,125 | 0.13% | 7,485 | Common | NONE |
| 713448108 | PEP | PepsiCo | $257,905 | 0.13% | 1,797 | Common | NONE |
| 580135101 | MCD | McDonald's | $253,415 | 0.13% | 829 | Common | NONE |
| 921937827 | BSV | Vanguard Short-Term Bond ETF | $253,360 | 0.13% | 3,215 | Common | NONE |
| 58155Q103 | MCK | McKesson | $246,087 | 0.13% | 300 | Common | NONE |
| 464287705 | IJJ | iShares S&P Mid-Cap 400 Value ETF | $245,284 | 0.13% | 1,864 | Common | NONE |
| 20825C104 | COP | ConocoPhillips | $224,664 | 0.12% | 2,400 | Common | NONE |
| 571903202 | MAR | Marriott International | $217,699 | 0.11% | 702 | Common | NONE |
| 459200101 | IBM | International Business Machines | $215,937 | 0.11% | 729 | Common | NONE |
| 91324P102 | UNH | UnitedHealth Group | $215,232 | 0.11% | 652 | Common | NONE |
| 92343V104 | VZ | Verizon Communications | $213,494 | 0.11% | 5,242 | Common | NONE |
| 31609A107 | FELV | Fidelity Enhanced Large Cap Value ETF | $212,570 | 0.11% | 6,133 | Common | NONE |
| 46436E759 | DMXF | iShares ESG Advanced MSCI EAFE ETF | $211,899 | 0.11% | 2,819 | Common | NONE |
| 149123101 | CAT | Caterpillar | $200,505 | 0.10% | 350 | Common | NONE |
| 464288224 | ICLN | iShares Global Clean Energy ETF | $168,725 | 0.09% | 10,269 | Common | NONE |
| 34630N106 | FORA | Forian | $111,633 | 0.06% | 52,657 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.