Arkolith/Funds/Aufman Associates Inc

Aufman Associates Inc

CIK 1801573
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
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Aufman Associates Inc holds a diversified book of 65 stocks worth $203.8M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). Cloning the disclosed picks since 2020 would be +88% (+10.5%/yr). That is a simulation of the disclosed long book, not audited returns.

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Growth of $10,000: cloning the disclosed book

If you'd copied them
+88.0%
+10.5%/yr · since Feb '20
Their reported book
+101.3%
held from quarter-end
S&P 500
+141.7%
same window
$7K$11K$16K$20K$25KFeb '20May '21Aug '22Nov '23Mar '25Jun '26
Aufman Associates Inc (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +101.3%, a 13.3-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Aufman Associates Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

65 positions
#SecurityValueShares% PortLast moveHistory
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Showing 0 of 65 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 202665$203.8M13F-HR
Q4 2025Dec 31, 2025Feb 11, 202667$195.1M13F-HR
Q3 2025Sep 30, 2025Nov 12, 202566$177.7M13F-HR
Q2 2025Jun 30, 2025Aug 13, 202564$162.2M13F-HR
Q1 2025Mar 31, 2025May 14, 202557$145.5M13F-HR
Q4 2024Dec 31, 2024Feb 12, 202559$148.1M13F-HR
Q3 2024Sep 30, 2024Nov 13, 202464$155.6M13F-HR
Q2 2024Jun 30, 2024Aug 9, 202446$140.5M13F-HR
Q1 2024Mar 31, 2024May 10, 202446$142.0M13F-HR
Q4 2023Dec 31, 2023Feb 14, 202443$132.5M13F-HR
Q3 2023Sep 30, 2023Nov 13, 202343$119.2M13F-HR
Q2 2023Jun 30, 2023Aug 11, 202343$121.2M13F-HR
Q1 2023Mar 31, 2023May 10, 202342$117.5M13F-HR
Q4 2022Dec 31, 2022Feb 8, 202343$108.2M13F-HR
Q3 2022Sep 30, 2022Nov 14, 202240$95.0M13F-HR
Q2 2022Jun 30, 2022Aug 10, 202244$105.2M13F-HR
Q1 2022Mar 31, 2022May 13, 202247$126.9M13F-HR
Q4 2021Dec 31, 2021Feb 9, 202254$135.2M13F-HR
Q3 2021Sep 30, 2021Nov 12, 202146$121.6M13F-HR
Q2 2021Jun 30, 2021Aug 11, 202149$129.7M13F-HR
Q1 2021Mar 31, 2021May 17, 202144$120.1M13F-HR
Q4 2020Dec 31, 2020Feb 10, 202143$111.5M13F-HR
Q3 2020Sep 30, 2020Nov 13, 202037$93.0M13F-HR
Q2 2020Jun 30, 2020Aug 13, 202035$88.1M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.