Managers / Q1 2025 · view latest →
Aufman Associates Inc
CIK 0001801573 · 2200 GEORGETOWN DR, SUITE 401, SEWICKLEY, PA, 15143 · 7249345600
Summary
Aufman Associates Inc reported $145M in U.S.-listed holdings across 57 positions for Q1 2025.
The portfolio is heavily concentrated: VB alone accounts for 22.3% of reported value.
Compared with Q4 2024, the fund opened 2 new positions and exited 4.
Portfolio Metrics
Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.
Reported Value by Quarter
Portfolio Composition
- ETP · 79.3% · $115M
- Common Stock · 14.5% · $21M
- Other · 4.9% · $7M
- REIT · 1.4% · $2M
Quarter-over-Quarter Changes full breakdown →
vs Q4 2024 (amended baseline)
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| DUKDuke Energy | NEW | +1.8K | 1.8K | +$223,006 | $223,006 |
| MCKMcKesson | NEW | +300 | 300 | +$201,897 | $201,897 |
| FNDXSchwab Fundamental US Large Company Index ETF | ADDED | +83.0K | 96.2K | +$2M | $2M |
| TSMTaiwan Semiconductor Mfg ADR | SOLD OUT | −1.2K | 0 | −$236,001 | $0 |
| JPMJPMorgan Chase | SOLD OUT | −971 | 0 | −$232,842 | $0 |
| IVWiShares S&P 500 Growth Index ETF | SOLD OUT | −2.1K | 0 | −$210,675 | $0 |
| PGProcter & Gamble | SOLD OUT | −1.2K | 0 | −$206,453 | $0 |
| MRNAModerna | ADDED | +3.8K | 14.9K | +$2,755 | $462,879 |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q1 2025
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $204M | 65 | May 15, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $195M | 67 | Feb 11, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $178M | 66 | Nov 12, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $162M | 64 | Aug 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $145M | 57 | May 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $148M | 59 | Feb 12, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $156M | 64 | Nov 13, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $140M | 46 | Aug 9, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $142M | 46 | May 10, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $133M | 43 | Feb 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $119M | 43 | Nov 13, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $121M | 43 | Aug 11, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $117M | 42 | May 10, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $108M | 43 | Feb 8, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $95M | 40 | Nov 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $105M | 44 | Aug 10, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $127M | 47 | May 13, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $135M | 54 | Feb 9, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $122M | 46 | Nov 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $130M | 49 | Aug 11, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $120M | 44 | May 17, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $111M | 43 | Feb 10, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $93M | 37 | Nov 13, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $88M | 35 | Aug 13, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $72M | 35 | May 13, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $97M | 42 | Feb 6, 2020 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.