StockDriftsStockDriftsTop 50 Aufman Associates INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| STX | Seagate Technology Holdings | 19.47% | 50.6K | $48.8M | -22.74%(-14.89K) | $54.15(+1745.34%) | 2026-06-30 | |
| VB | Vanguard Small-Cap Index ETF | 17.04% | 141.1K | $42.8M | -1.20%(-1.71K) | $161.18(+91.37%) | 2026-06-30 | |
| VOO | Vanguard S&P 500 Index ETF | 16.33% | 59.6K | $41.0M | -0.18%(-107) | $305.44(+133.33%) | 2026-06-30 | |
| VEA | Vanguard Developed Markets Index ETF | 14.01% | 493.3K | $35.1M | -2.74%(-13.88K) | $43.37(+70.64%) | 2026-06-30 | |
| FNDX | Schwab Fundamental US Large Company Index ETF | 8.67% | 699.0K | $21.7M | +3.00%(+20.35K) | $26.36(+23.47%) | 2026-06-30 | |
| VOT | Vanguard Mid-Cap Growth Index ETF | 2.98% | 24.4K | $7.5M | -1.00%(-248) | $164.99(+90.52%) | 2026-06-30 | |
| IVV | iShares Core S&P 500 Index ETF | 2.29% | 7.7K | $5.7M | +0.52%(+40) | $347.43(+124.20%) | 2026-06-30 | |
| MRNA | Moderna | 1.82% | 65.7K | $4.6M | +15.24%(+8.69K) | $45.84(+38.13%) | 2026-06-30 | |
| VEU | Vanguard FTSE All-World ex US Index ETF | 1.72% | 51.4K | $4.3M | -1.57%(-820) | $51.68(+66.69%) | 2026-06-30 | |
| GOOG | Alphabet Cl C | 1.38% | 9.8K | $3.5M | +38.53%(+2.73K) | $147.46(+132.37%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +27.84% | +108.93% | +13.52% | +88.54% |
| Top 20 Holdings Unweighted | +21.55% | +79.57% | +9.24% | +55.56% |
Aufman Associates INC reports $250.88M in US-listed equity holdings across 67 positions in its most recent 13F filing. Its largest disclosed positions are STX (19.5%), VB (17.0%) and VOO (16.3%). The top 20 holdings account for 91.97% of reported assets. Its disclosed equity book has returned +108.93% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Aufman Associates INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1801573). View Aufman Associates INC’s 13F filings on SEC