Aufman Associates Inc holds a concentrated book of 67 stocks worth $250.9M as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they opened ExxonMobil Holdings Corp and trimmed Seagate Technology Holdings. Their largest long position is Seagate Technology Holdings at 19% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
31% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Aufman Associates Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 7 / 67 | $2.9B |
| Swiss Re Ltd | 26 / 67 | $1.0B |
| Hoffman, Alan N Investment Management | 6 / 67 | $150.5M |
| Kearns & Associates LLC | 14 / 67 | $185.4M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 6 / 67 | $382.2M |
| Trans-Canada Capital Inc. | 6 / 67 | $1.5B |
| Stuart Investment Advisors, Inc. | 10 / 67 | $199.0M |
| Noked Israel Ltd | 6 / 67 | $772.0M |
Ranked by the share of each fund's own book sitting in the names it shares with Aufman Associates Inc: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Seagate Technology Holdings Stock | $48.8M | 50.6K | 19.5% | ▼−23% Reduced · −15K sh | |
| 2 | Vanguard Small-Cap Index ETF ETF | $42.8M | 141.1K | 17.0% | ▼−1.2% Reduced · −2K sh | |
| 3 | Vanguard S&P 500 Index ETF ETF | $41.0M | 59.6K | 16.3% | ▼−0.2% Reduced · −107 sh | |
| 4 | Vanguard Developed Markets Index ETF ETF | $35.1M | 493.3K | 14.0% | ▼−2.7% Reduced · −14K sh | |
| 5 | Schwab Fundamental US Large Company Index ETF ETF | $21.7M | 699.0K | 8.7% | ▲+3.0% Added · +20K sh | |
| 6 | Vanguard Mid-Cap Growth Index ETF ETF | $7.5M | 24.4K | 3.0% | ▼−1.0% Reduced · −248 sh | |
| 7 | iShares Core S&P 500 Index ETF ETF | $5.7M | 7.7K | 2.3% | ▲+0.5% Added · +40 sh | |
| 8 | Moderna Stock | $4.6M | 65.7K | 1.8% | ▲+15% Added · +9K sh | |
| 9 | Vanguard FTSE All-World ex US Index ETF ETF | $4.3M | 51.4K | 1.7% | ▼−1.6% Reduced · −820 sh | |
| 10 | Alphabet Cl C Stock | $3.5M | 9.8K | 1.4% | ▲+39% Added · +3K sh | |
| 11 | Berkshire Hathaway Cl B Stock | $3.1M | 6.2K | 1.2% | ▼−9.1% Reduced · −620 sh | |
| 12 | Minerals Technologies Stock | $2.7M | 36.0K | 1.1% | ▼−5.3% Reduced · −2K sh | |
| 13 | Apple Stock | $2.1M | 7.4K | 0.8% | ▼−5.1% Reduced · −395 sh | |
| 14 | Vanguard Total Int'l Stock Index ETF ETF | $1.3M | 15.3K | 0.5% | ▲+4.3% Added · +624 sh | |
| 15 | iShares ESG Advanced MSCI USA ETF ETF | $1.3M | 18.2K | 0.5% | ▲+0.1% Added · +29 sh | |
| 16 | Microsoft Stock | $1.2M | 3.3K | 0.5% | ▼~0% Reduced · −1 sh | |
| 17 | iShares ESG Aware MSCI USA Small-Cap ETF ETF | $1.2M | 21.9K | 0.5% | ▼−0.7% Reduced · −154 sh | |
| 18 | ExxonMobil Holdings Stock | $1.0M | 7.6K | 0.4% | ▲New New position | |
| 19 | iShares Russell 1000 Growth Index ETF ETF | $957K | 7.7K | 0.4% | ▲+300% Added · +6K sh | |
| 20 | Vanguard Mid-Cap Index ETF ETF | $936K | 11.6K | 0.4% | ▲+300% Added · +9K sh | |
| 21 | Crown Castle REIT | $930K | 12.3K | 0.4% | ▼−14% Reduced · −2K sh | |
| 22 | SPDR S&P 500 Index ETF ETF | $910K | 1.2K | 0.4% | ▼−0.4% Reduced · −5 sh | |
| 23 | Vanguard Growth Index ETF ETF | $887K | 10.3K | 0.4% | ▲+429% Added · +8K sh | |
| 24 | Revvity Stock | $820K | 7.4K | 0.3% | ▼−11% Reduced · −888 sh | |
| 25 | Johnson & Johnson Stock | $804K | 3.2K | 0.3% | ▼−1.1% Reduced · −36 sh | |
| 26 | AbbVie Stock | $804K | 3.2K | 0.3% | ▼−2.0% Reduced · −66 sh | |
| 27 | iShares ESG Aware MSCI EAFE ETF ETF | $720K | 7.0K | 0.3% | ▲+1.3% Added · +92 sh | |
| 28 | Broadcom Stock | $712K | 1.9K | 0.3% | ▲+0.1% Added · +1 sh | |
| 29 | Vanguard Total Stock Market ETF ETF | $707K | 1.9K | 0.3% | ▲+0.2% Added · +4 sh | |
| 30 | iShares Core S&P Small-Cap Index ETF ETF | $583K | 3.9K | 0.2% | ▼−0.3% Reduced · −14 sh | |
| 31 | iShares Russell 1000 Value Index ETF ETF | $560K | 2.3K | 0.2% | —Held | |
| 32 | Fidelity NASDAQ Composite Index ETF ETF | $513K | 5.0K | 0.2% | —Held | |
| 33 | iShares Russell Mid-Cap Growth Index ETF ETF | $510K | 3.5K | 0.2% | ▼−0.5% Reduced · −19 sh | |
| 34 | Chevron Stock | $489K | 2.9K | 0.2% | ▼−1.6% Reduced · −48 sh | |
| 35 | Alphabet Cl A Stock | $463K | 1.3K | 0.2% | ▼−3.8% Reduced · −51 sh | |
| 36 | Kraft Heinz Co Stock | $440K | 18.6K | 0.2% | —Held | |
| 37 | Advanced Micro Devices Stock | $424K | 730 | 0.2% | ▲New New position | |
| 38 | iShares ESG Optimized MSCI USA ETF ETF | $416K | 2.7K | 0.2% | ▲+0.1% Added · +2 sh | |
| 39 | Taiwan Semiconductor Mfg ADR ADR | $415K | 870 | 0.2% | ▼−16% Reduced · −160 sh | |
| 40 | The Walt Disney Company Stock | $385K | 4.0K | 0.2% | ▲+0.3% Added · +10 sh | |
| 41 | Merck & Company Stock | $384K | 3.0K | 0.2% | ▼−19% Reduced · −685 sh | |
| 42 | SPDR MSCI EAFE Fossil Fuel Free ETF ETF | $383K | 7.1K | 0.2% | ▲+1.5% Added · +106 sh | |
| 43 | Caterpillar Stock | $373K | 350 | 0.1% | —Held | |
| 44 | Amazon.com Stock | $371K | 1.6K | 0.1% | ▲+13% Added · +176 sh | |
| 45 | iShares Russell 2000 Value ETF ETF | $332K | 1.5K | 0.1% | —Held | |
| 46 | iShares Core S&P Mid-Cap Index ETF ETF | $315K | 4.1K | 0.1% | —Held | |
| 47 | Paychex Stock | $310K | 3.2K | 0.1% | —Held | |
| 48 | SPDR DoubleLine Total Return Tactical ETF ETF | $305K | 7.7K | 0.1% | ▲+1.1% Added · +85 sh | |
| 49 | Coca-Cola Stock | $305K | 3.7K | 0.1% | ▼−1.4% Reduced · −53 sh | |
| 50 | International Business Machines Stock | $299K | 1.1K | 0.1% | ▲New New position |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1801573/holdings"
Use Arkolith to show Aufman Associates Inc's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 12, 2026 | 67 | $250.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 65 | $203.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 11, 2026 | 67 | $195.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 66 | $177.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 64 | $162.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 57 | $145.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 12, 2025 | 59 | $148.1M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 13, 2024 | 64 | $155.6M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 9, 2024 | 46 | $140.5M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 10, 2024 | 46 | $142.0M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 43 | $132.5M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 13, 2023 | 43 | $119.2M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 11, 2023 | 43 | $121.2M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 10, 2023 | 42 | $117.5M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 8, 2023 | 43 | $108.2M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 40 | $95.0M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 10, 2022 | 44 | $105.2M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 13, 2022 | 47 | $126.9M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 9, 2022 | 54 | $135.2M | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 12, 2021 | 46 | $121.6M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 11, 2021 | 49 | $129.7M | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 17, 2021 | 44 | $120.1M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 10, 2021 | 43 | $111.5M | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 13, 2020 | 37 | $93.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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. Price-derived performance is withheld until the price-source policy and freshness gate are green.