Aufman Associates Inc

CIK 0001801573 · Q2 2026

13F Equity AUM

$250.9M

+23.1% QoQ

Positions

+2 QoQ

AUM Rank

#7,219

Top 58%

Skill Alpha (FF)

+0.2%/yr^ns

No Clear Edge

Rank #2,579 · Top 31%

vs S&P +1.8%/yr (unadj.)

Quarters Tracked

~6 years

Portfolio Concentration

Top 5: 75.5%Top 10: 85.7%Top 20: 92.0%

STX19.5%

VB17.0%

VOO16.3%

VEA14.0%

FNDX8.7%

VOT3.0%

IVV2.3%

MRNA1.8%

VEU1.7%

GOOG1.4%

Others (57)14.3%

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

Sector Allocation

Financial Services70.3%

Technology21.5%

Healthcare3.3%

Other4.9%

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

Position Sizing

Positions: 67Median: 0.19%Avg: 1.49%

0–0.5%

52(10.1%)

0.5–1%

3(1.9%)

1–3%

7(12.5%)

3–5%

0(0.0%)

5%+

5(75.5%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 67vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New5Increased19Decreased28Exited3

New Positions

ExxonMobil Holdings0.4%

+8K

AMD0.2%

+730

IBM0.1%

+1K

UNH0.1%

+652

VSGX0.1%

+3K

Increased

FNDX8.7%

+20K(+3%)

VO0.4%

+9K(+300%)

MRNA1.8%

+9K(+15%)

VUG0.3%

+8K(+429%)

IWF0.4%

+6K(+300%)

GOOG1.4%

+3K(+39%)

VXUS0.5%

+624(+4%)

AMZN0.1%

+176(+13%)

BSV0.1%

+157(+5%)

EFAX0.1%

+106(+2%)

Decreased

STX19.5%

-14,895(-23%)

VEA14.0%

-13,876(-3%)

MTX1.1%

-2,000(-5%)

8CW0.4%

-2,000(-14%)

VB17.0%

-1,710(-1%)

PKN0.3%

-888(-11%)

VEU1.7%

-820(-2%)

EFA0.1%

-784(-26%)

MRK0.1%

-685(-19%)

BRK/B1.2%

-620(-9%)

Exited

XOM

-8,648

COP

-2,400

FORA

-52,657

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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