Aufman Associates Inc

CIK 0001801573 · Q1 2026

13F Equity AUM

$203.8M

+4.5% QoQ

Positions

-2 QoQ

AUM Rank

#7,321

Top 59%

Skill Alpha (FF)

-1.4%/yr^ns

No Clear Edge

Rank #4,348 · Top 53%

vs S&P -4.4%/yr (unadj.)

Quarters Tracked

~6 years

Portfolio Concentration

Top 5: 73.7%Top 10: 84.1%Top 20: 91.2%

VB18.4%

VOO17.5%

VEA15.9%

STX12.6%

VOT3.1%

IVV2.4%

VEU1.9%

Others (55)15.9%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services76.6%

Technology14.6%

Healthcare3.0%

Other5.8%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Loading summary cards...

Loading overlap analysis...

Loading position changes...

Holdings

Loading holdings...