Aufman Associates Inc
Net seller this quarter
$251M
37
-$13.4M
30.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 STX | $48.8M | 19.47% | 0.02% | -22.7% | Q4 2019 |
 VOT | $7.48M | 2.98% | Not reported | -1.0% | Q4 2019 |
 MRNA | $4.58M | 1.82% | 0.02% | +15.2% | Q1 2024 |
 GOOG | $3.47M | 1.38% | Not reported | +38.5% | Q4 2019 |
 BRK.B | $3.08M | 1.23% | Not reported | -9.2% | Q4 2019 |
 MTX | $2.66M | 1.06% | 0.12% | -5.3% | Q4 2022 |
 AAPL | $2.13M | 0.85% | 0.00% | -5.1% | Q4 2019 |
 MSFT | $1.23M | 0.49% | 0.00% | 0.0% | Q4 2019 |
 XOM | $1.03M | 0.41% | 0.00% | -12.6% | Q4 2019 |
 CCI | $930K | 0.37% | 0.00% | -14.0% | Q4 2022 |
 SPY | $910K | 0.36% | Not reported | -0.4% | Q4 2019 |
 RVTY | $820K | 0.33% | 0.01% | -10.8% | Q1 2023 |
 JNJ | $804K | 0.32% | 0.00% | -1.1% | Q4 2019 |
 ABBV | $804K | 0.32% | 0.00% | -2.0% | Q4 2019 |
 AVGO | $712K | 0.28% | 0.00% | +0.1% | Q3 2024 |
 CVX | $489K | 0.19% | 0.00% | -1.6% | Q4 2022 |
| GOOGL | $463K | 0.18% | 0.00% | -3.8% | Q2 2023 |
 KHC | $440K | 0.18% | 0.00% | Not reported | Q3 2024 |
 AMD | $424K | 0.17% | 0.00% | Not reported | Q3 2024 |
 SUSA | $416K | 0.17% | Not reported | +0.1% | Q4 2024 |
 TSM | $415K | 0.17% | 0.00% | -15.5% | Q3 2024 |
 DIS | $385K | 0.15% | 0.00% | +0.3% | Q4 2019 |
 MRK | $384K | 0.15% | 0.00% | -18.6% | Q3 2024 |
 CAT | $373K | 0.15% | 0.00% | Not reported | Q4 2025 |
 AMZN | $371K | 0.15% | 0.00% | +12.7% | Q2 2024 |
 PAYX | $310K | 0.12% | 0.00% | Not reported | Q4 2019 |
 KO | $305K | 0.12% | 0.00% | -1.4% | Q4 2019 |
 IBM | $299K | 0.12% | 0.00% | Not reported | Q4 2019 |
 ABT | $277K | 0.11% | 0.00% | Not reported | Q4 2019 |
 UNH | $271K | 0.11% | 0.00% | Not reported | Q4 2022 |
 PPL | $267K | 0.11% | 0.00% | -1.8% | Q4 2019 |
 BSVN | $264K | 0.11% | 0.04% | +4.9% | Q4 2025 |
 PEP | $243K | 0.10% | 0.00% | Not reported | Q4 2022 |
 MAR | $235K | 0.09% | 0.00% | -9.5% | Q4 2025 |
 MCK | $227K | 0.09% | 0.00% | Not reported | Q1 2025 |
 MCD | $224K | 0.09% | 0.00% | Not reported | Q3 2024 |
 VZ | $222K | 0.09% | 0.00% | Not reported | Q4 2019 |
| Q1 2026 | |||||
| STX | $25.7M | 12.59% | 0.03% | -0.1% | Q4 2019 |
| VOT | $6.35M | 3.12% | Not reported | +0.2% | Q4 2019 |
| BRK.B | $3.25M | 1.59% | Not reported | Not reported | Q4 2019 |
| MRNA | $2.75M | 1.35% | 0.01% | +31.9% | Q1 2024 |
| MTX | $2.7M | 1.32% | 0.12% | Not reported | Q4 2022 |
| GOOG | $2.03M | 1.00% | Not reported | +0.7% | Q4 2019 |
| AAPL | $1.97M | 0.96% | 0.00% | -0.3% | Q4 2019 |
| XOM | $1.47M | 0.72% | 0.00% | -4.3% | Q4 2019 |
| MSFT | $1.22M | 0.60% | 0.00% | 0.0% | Q4 2019 |
| CCI | $1.16M | 0.57% | 0.00% | -12.9% | Q4 2022 |
| SPY | $796K | 0.39% | Not reported | -2.5% | Q4 2019 |
| JNJ | $783K | 0.38% | 0.00% | -5.6% | Q4 2019 |
| RVTY | $724K | 0.36% | 0.01% | Not reported | Q1 2023 |
| ABBV | $709K | 0.35% | 0.00% | Not reported | Q4 2019 |
| CVX | $620K | 0.30% | 0.00% | +0.3% | Q4 2022 |
| AVGO | $583K | 0.29% | 0.00% | +0.1% | Q3 2024 |
| MRK | $442K | 0.22% | 0.00% | -0.8% | Q3 2024 |
| KHC | $419K | 0.21% | 0.00% | Not reported | Q3 2024 |
| GOOGL | $387K | 0.19% | 0.00% | -1.3% | Q2 2023 |
| DIS | $385K | 0.19% | 0.00% | Not reported | Q4 2019 |
| SUSA | $356K | 0.17% | Not reported | +4.3% | Q4 2024 |
| TSM | $348K | 0.17% | 0.00% | Not reported | Q3 2024 |
 COP | $317K | 0.16% | 0.00% | Not reported | Q4 2019 |
| ABT | $313K | 0.15% | 0.00% | Not reported | Q4 2019 |
| PAYX | $291K | 0.14% | 0.00% | Not reported | Q4 2019 |
| KO | $289K | 0.14% | 0.00% | Not reported | Q4 2019 |
| AMZN | $288K | 0.14% | 0.00% | -0.1% | Q2 2024 |
| PPL | $286K | 0.14% | 0.00% | Not reported | Q4 2019 |
| PEP | $279K | 0.14% | 0.00% | Not reported | Q4 2022 |
| VZ | $263K | 0.13% | 0.00% | Not reported | Q4 2019 |
| MCK | $260K | 0.13% | 0.00% | Not reported | Q1 2025 |
| MCD | $258K | 0.13% | 0.00% | Not reported | Q3 2024 |
| BSVN | $253K | 0.12% | 0.03% | +0.5% | Q4 2025 |
| CAT | $248K | 0.12% | 0.00% | Not reported | Q4 2025 |
| MAR | $230K | 0.11% | 0.00% | Not reported | Q4 2025 |
| FORA | $109K | 0.05% | 0.17% | Not reported | Q3 2023 |
| Q4 2025 | |||||
| STX | $18.1M | 9.25% | 0.03% | -6.9% | Q4 2019 |
| VOT | $6.88M | 3.52% | Not reported | -0.8% | Q4 2019 |
| BRK.B | $3.41M | 1.75% | Not reported | -0.4% | Q4 2019 |
| MTX | $2.32M | 1.19% | 0.12% | Not reported | Q4 2022 |
| GOOG | $2.21M | 1.13% | Not reported | -8.2% | Q4 2019 |
| AAPL | $2.11M | 1.08% | 0.00% | -7.8% | Q4 2019 |
| MSFT | $1.59M | 0.81% | 0.00% | -0.5% | Q4 2019 |
| CCI | $1.46M | 0.75% | 0.00% | Not reported | Q4 2022 |
| MRNA | $1.27M | 0.65% | 0.01% | +146.7% | Q1 2024 |
| XOM | $1.09M | 0.56% | 0.00% | 0.0% | Q4 2019 |
| SPY | $856K | 0.44% | Not reported | -1.6% | Q4 2019 |
| RVTY | $799K | 0.41% | 0.01% | -11.6% | Q1 2023 |
| ABBV | $745K | 0.38% | 0.00% | Not reported | Q4 2019 |
| JNJ | $702K | 0.36% | 0.00% | -8.9% | Q4 2019 |
| AVGO | $651K | 0.33% | 0.00% | +0.1% | Q3 2024 |
| CVX | $455K | 0.23% | 0.00% | +0.8% | Q4 2022 |
| DIS | $454K | 0.23% | 0.00% | -0.6% | Q4 2019 |
| KHC | $452K | 0.23% | 0.00% | -50.4% | Q3 2024 |
| GOOGL | $427K | 0.22% | 0.00% | -12.4% | Q2 2023 |
| MRK | $390K | 0.20% | 0.00% | -0.8% | Q3 2024 |
| ABT | $382K | 0.20% | 0.00% | Not reported | Q4 2019 |
| SUSA | $360K | 0.18% | Not reported | -0.3% | Q4 2024 |
| PAYX | $354K | 0.18% | 0.00% | Not reported | Q4 2019 |
| AMZN | $320K | 0.16% | 0.00% | -1.3% | Q2 2024 |
| TSM | $313K | 0.16% | 0.00% | -13.8% | Q3 2024 |
| KO | $266K | 0.14% | 0.00% | 0.0% | Q4 2019 |
| PPL | $262K | 0.13% | 0.00% | Not reported | Q4 2019 |
| PEP | $258K | 0.13% | 0.00% | Not reported | Q4 2022 |
| MCD | $253K | 0.13% | 0.00% | -22.7% | Q3 2024 |
| BSVN | $253K | 0.13% | 0.03% | New | Q4 2025 |
| MCK | $246K | 0.13% | 0.00% | Not reported | Q1 2025 |
| COP | $225K | 0.12% | 0.00% | Not reported | Q4 2019 |
| MAR | $218K | 0.11% | 0.00% | New | Q4 2025 |
| IBM | $216K | 0.11% | 0.00% | Not reported | Q4 2019 |
| UNH | $215K | 0.11% | 0.00% | Not reported | Q4 2022 |
| VZ | $213K | 0.11% | 0.00% | Not reported | Q4 2019 |
| CAT | $201K | 0.10% | 0.00% | New | Q4 2025 |
| FORA | $112K | 0.06% | 0.17% | Not reported | Q3 2023 |
| Q3 2025 | |||||
| STX | $16.6M | 9.35% | 0.03% | -0.1% | Q4 2019 |
| VOT | $7.29M | 4.10% | Not reported | -3.2% | Q4 2019 |
| BRK.B | $3.42M | 1.93% | Not reported | -1.8% | Q4 2019 |
| MTX | $2.36M | 1.33% | 0.12% | Not reported | Q4 2022 |
| AAPL | $2.14M | 1.21% | 0.00% | -14.1% | Q4 2019 |
| GOOG | $1.87M | 1.05% | Not reported | -4.5% | Q4 2019 |
| MSFT | $1.71M | 0.96% | 0.00% | -1.5% | Q4 2019 |
| CCI | $1.58M | 0.89% | 0.00% | -7.5% | Q4 2022 |
| XOM | $1.02M | 0.57% | 0.00% | -2.2% | Q4 2019 |
| KHC | $978K | 0.55% | 0.00% | Not reported | Q3 2024 |
| SPY | $849K | 0.48% | Not reported | -2.6% | Q4 2019 |
| RVTY | $819K | 0.46% | 0.01% | Not reported | Q1 2023 |
| ABBV | $755K | 0.43% | 0.00% | Not reported | Q4 2019 |
| JNJ | $691K | 0.39% | 0.00% | +0.1% | Q4 2019 |
| AVGO | $621K | 0.35% | 0.00% | -24.2% | Q3 2024 |
| CVX | $460K | 0.26% | 0.00% | +0.7% | Q4 2022 |
| DIS | $460K | 0.26% | 0.00% | -0.5% | Q4 2019 |
| MRNA | $452K | 0.25% | 0.00% | +8.1% | Q1 2024 |
| ABT | $409K | 0.23% | 0.00% | Not reported | Q4 2019 |
| PAYX | $400K | 0.23% | 0.00% | Not reported | Q4 2019 |
| GOOGL | $379K | 0.21% | 0.00% | -3.7% | Q2 2023 |
| SUSA | $351K | 0.20% | Not reported | -1.0% | Q4 2024 |
| TSM | $334K | 0.19% | 0.00% | Not reported | Q3 2024 |
| MCD | $326K | 0.18% | 0.00% | Not reported | Q3 2024 |
| MRK | $313K | 0.18% | 0.00% | +0.8% | Q3 2024 |
| AMZN | $308K | 0.17% | 0.00% | -1.5% | Q2 2024 |
| PPL | $278K | 0.16% | 0.00% | Not reported | Q4 2019 |
| PEP | $252K | 0.14% | 0.00% | +3.5% | Q4 2022 |
| KO | $252K | 0.14% | 0.00% | Not reported | Q4 2019 |
 ORCL | $236K | 0.13% | 0.00% | New | Q3 2025 |
| MCK | $232K | 0.13% | 0.00% | Not reported | Q1 2025 |
| VZ | $230K | 0.13% | 0.00% | -9.0% | Q4 2019 |
| COP | $227K | 0.13% | 0.00% | Not reported | Q4 2019 |
| UNH | $225K | 0.13% | 0.00% | -1.7% | Q4 2022 |
| IBM | $206K | 0.12% | 0.00% | Not reported | Q4 2019 |
| FORA | $118K | 0.07% | 0.17% | Not reported | Q3 2023 |