AI Portfolio Summary
In 2025 Q4, Aufman Associates Inc maintained a portfolio of 69 distinct positions. They heavily accumulated shares in Vanguard Developed M, increasing their position by 0.0%. The fund also reduced its exposure to Kraft Heinz Co by 50.4%.
Total Positions
69
Quarter
2025 Q4
Top Holding
VOO (19.5%)
Top 10 Concentration
83.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 69
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VOO
Vanguard 500 In...
|
ETF | 19.45% | 21.10% |
#1
Prev: #1
|
6.5 | -689 | -1.1% |
P
S
|
60,528 | $37,959,169 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VB
Vanguard Small-...
|
ETF | 19.07% | 20.67% |
#2
Prev: #2
|
6.0 | -215 | -0.1% |
P
S
|
144,241 | $37,206,943 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VEA
Vanguard Develo...
|
ETF | 16.50% | 17.38% |
#3
Prev: #3
|
5.5 | 92 | 0.0% |
P
S
|
515,427 | $32,198,694 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
STX
Seagate Technol...
|
Technology | 9.25% | 9.35% |
#4
Prev: #4
|
4.7 | -4,833 | -6.9% |
P
S
|
65,559 | $18,054,293 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FNDX
Schwab Fundamen...
|
ETF | 8.01% | 1.44% |
#5
4
Prev: #9
|
6.7 | 477,083 | 489.2% |
P
S
|
574,608 | $15,635,087 | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VOT
Vanguard Mid-Ca...
|
ETF | 3.52% | 4.10% |
#6
1
Prev: #5
|
1.9 | -185 | -0.7% |
P
S
|
24,637 | $6,877,201 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IVV
iShares Core S&...
|
ETF | 2.70% | 2.93% |
#7
1
Prev: #6
|
1.6 | -65 | -0.8% |
P
S
|
7,702 | $5,275,647 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VEU
Vanguard FTSE A...
|
ETF | 2.00% | 2.09% |
#8
1
Prev: #7
|
1.3 | 847 | 1.6% |
P
S
|
52,933 | $3,893,765 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BRK/B
Berkshire Hatha...
|
Financial Services | 1.75% | 1.93% |
#9
1
Prev: #8
|
1.2 | -30 | -0.4% |
P
S
|
6,778 | $3,406,962 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MTX
Minerals Techno...
|
Basic Materials | 1.19% | 1.33% |
#10
Prev: #10
|
1.5 | no change | no change |
P
S
|
38,011 | $2,316,770 | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOG
Alphabet Cl C
|
Communication Services | 1.13% | 1.05% |
#11
1
Prev: #12
|
1.0 | -627 | -8.2% |
P
S
|
7,038 | $2,208,611 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
Apple
|
Technology | 1.08% | 1.21% |
#12
1
Prev: #11
|
0.9 | -654 | -7.8% |
P
S
|
7,770 | $2,112,232 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSFT
Microsoft
|
Technology | 0.81% | 0.96% |
#13
Prev: #13
|
0.8 | -17 | -0.5% |
P
S
|
3,287 | $1,589,580 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CCI
Crown Castle
|
Real Estate | 0.75% | 0.89% |
#14
Prev: #14
|
1.3 | no change | no change |
P
S
|
16,379 | $1,455,602 | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MRNA
Moderna
|
Healthcare | 0.65% | 0.25% |
#15
21
Prev: #36
|
3.3 | 25,691 | 146.7% |
P
S
|
43,200 | $1,273,968 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VXUS
Vanguard Total ...
|
ETF | 0.57% | 0.60% |
#16
1
Prev: #15
|
0.7 | 260 | 1.8% |
P
S
|
14,665 | $1,106,354 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XOM
Exxon Mobil
|
Energy | 0.56% | 0.57% |
#17
1
Prev: #16
|
0.7 | 2 | 0.0% |
P
S
|
9,035 | $1,087,282 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VUG
Vanguard Growth...
|
ETF | 0.53% | 0.55% |
#18
1
Prev: #17
|
0.7 | 64 | 3.1% |
P
S
|
2,112 | $1,030,269 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ESML
iShares ESG Awa...
|
ETF | 0.52% | 0.53% |
#19
Prev: #19
|
2.2 | 1,236 | 5.9% |
P
S
|
22,260 | $1,023,530 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
USXF
iShares ESG Adv...
|
ETF | 0.49% | 0.51% |
#20
1
Prev: #21
|
2.2 | 929 | 5.9% |
P
S
|
16,585 | $954,959 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IWF
iShares Russell...
|
ETF | 0.47% | 0.51% |
#21
1
Prev: #20
|
1.2 | no change | no change |
P
S
|
1,927 | $912,049 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPY
SPDR S&P 500 In...
|
ETF | 0.44% | 0.48% |
#22
1
Prev: #23
|
0.7 | -20 | -1.6% |
P
S
|
1,255 | $855,810 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VO
Vanguard Mid-Ca...
|
ETF | 0.43% | 0.48% |
#23
1
Prev: #22
|
0.7 | 12 | 0.4% |
P
S
|
2,906 | $843,504 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
RVTY
Revvity
|
Healthcare | 0.41% | 0.46% |
#24
Prev: #24
|
0.7 | -1,079 | -11.6% |
P
S
|
8,260 | $799,155 | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ABBV
AbbVie
|
Healthcare | 0.38% | 0.43% |
#25
Prev: #25
|
1.2 | no change | no change |
P
S
|
3,262 | $745,226 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JNJ
Johnson & Johns...
|
Healthcare | 0.36% | 0.39% |
#26
Prev: #26
|
0.6 | -332 | -8.9% |
P
S
|
3,394 | $702,388 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ESGD
iShares ESG Awa...
|
ETF | 0.34% | 0.36% |
#27
Prev: #27
|
0.6 | 109 | 1.6% |
P
S
|
6,911 | $657,130 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVGO
Broadcom
|
Technology | 0.33% | 0.35% |
#28
1
Prev: #29
|
0.6 | 1 | 0.1% |
P
S
|
1,882 | $651,447 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VTI
Vanguard Total ...
|
ETF | 0.33% | 0.35% |
#29
1
Prev: #28
|
0.6 | 7 | 0.4% |
P
S
|
1,903 | $638,021 | 2022 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IWD
iShares Russell...
|
ETF | 0.25% | 0.26% |
#30
2
Prev: #32
|
1.1 | no change | no change |
P
S
|
2,310 | $485,885 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IWP
iShares Russell...
|
ETF | 0.25% | 0.28% |
#31
Prev: #31
|
1.1 | no change | no change |
P
S
|
3,499 | $479,153 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IJR
iShares Core S&...
|
ETF | 0.24% | 0.26% |
#32
1
Prev: #33
|
0.6 | 10 | 0.3% |
P
S
|
3,941 | $473,671 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CVX
Chevron
|
Energy | 0.23% | 0.26% |
#33
1
Prev: #34
|
0.6 | 24 | 0.8% |
P
S
|
2,987 | $455,208 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ONEQ
Fidelity NASDAQ...
|
ETF | 0.23% | 0.30% |
#34
4
Prev: #30
|
0.6 | -1,108 | -18.2% |
P
S
|
4,969 | $454,167 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DIS
The Walt Disney...
|
Communication Services | 0.23% | 0.26% |
#35
Prev: #35
|
0.6 | -25 | -0.6% |
P
S
|
3,990 | $453,935 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
KHC
Kraft Heinz Co
|
Consumer Defensive | 0.23% | 0.55% |
#36
18
Prev: #18
|
0.1 | -18,950 | -50.4% |
P
S
|
18,621 | $451,559 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOGL
Alphabet Cl A
|
Communication Services | 0.22% | 0.21% |
#37
2
Prev: #39
|
0.6 | -193 | -12.4% |
P
S
|
1,364 | $426,932 | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MRK
Merck & Company
|
Healthcare | 0.20% | 0.18% |
#38
6
Prev: #44
|
0.6 | -29 | -0.8% |
P
S
|
3,704 | $389,883 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ABT
Abbott Laborato...
|
Healthcare | 0.20% | 0.23% |
#39
2
Prev: #37
|
1.1 | no change | no change |
P
S
|
3,051 | $382,260 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SUSA
iShares ESG Opt...
|
ETF | 0.18% | 0.20% |
#40
Prev: #40
|
0.6 | -8 | -0.3% |
P
S
|
2,581 | $359,647 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PAYX
Paychex
|
Technology | 0.18% | 0.23% |
#41
3
Prev: #38
|
1.1 | no change | no change |
P
S
|
3,154 | $353,816 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EFAX
SPDR MSCI EAFE ...
|
ETF | 0.18% | 0.19% |
#42
1
Prev: #41
|
0.6 | 126 | 1.8% |
P
S
|
6,967 | $351,585 | 2020 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMZN
Amazon.com
|
Consumer Cyclical | 0.16% | 0.17% |
#43
2
Prev: #45
|
0.6 | -18 | -1.3% |
P
S
|
1,385 | $319,605 | 2020 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TSM
Taiwan Semicond...
|
Technology | 0.16% | 0.19% |
#44
2
Prev: #42
|
0.6 | -165 | -13.8% |
P
S
|
1,030 | $313,007 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TOTL
SPDR DoubleLine...
|
ETF | 0.16% | 0.17% |
#45
1
Prev: #46
|
0.6 | 254 | 3.4% |
P
S
|
7,725 | $310,917 | 2021 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IVE
iShares S&P 500...
|
ETF | 0.16% | 0.17% |
#46
1
Prev: #47
|
1.1 | no change | no change |
P
S
|
1,466 | $310,895 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EFA
iShares MSCI EA...
|
ETF | 0.15% | 0.16% |
#47
1
Prev: #48
|
1.1 | no change | no change |
P
S
|
2,984 | $286,531 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IJK
iShares S&P Mid...
|
ETF | 0.14% | 0.15% |
#48
2
Prev: #50
|
1.1 | no change | no change |
P
S
|
2,859 | $276,980 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IWN
iShares Russell...
|
ETF | 0.14% | 0.15% |
#49
3
Prev: #52
|
1.1 | no change | no change |
P
S
|
1,500 | $271,815 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IJH
iShares Core S&...
|
ETF | 0.14% | 0.15% |
#50
1
Prev: #51
|
1.1 | no change | no change |
P
S
|
4,091 | $270,006 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-50 of 69 holdings