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%

FNDX9.3%

VOT3.1%

IVV2.4%

VEU1.9%

BRK/B1.6%

MRNA1.4%

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.”

Position Sizing

Positions: 65Median: 0.22%Avg: 1.54%

0–0.5%

47(9.7%)

0.5–1%

7(4.9%)

1–3%

5(8.6%)

3–5%

1(3.1%)

5%+

5(73.7%)

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

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Portfolio Overlap

Shared: 64Unique: 1vs 20 funds

0.9%Low

Fund positions

7,299

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.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

JPMORGAN CHASE & CO

1.3%

BANK OF AMERICA CORP /DE/

1.3%

2.1%

1.2%

1.4%

1.1%

VANGUARD CAPITAL MANAGEMENT LLC

0.9%

VANGUARD PORTFOLIO MANAGEMENT LLC

1.1%

GEODE CAPITAL MANAGEMENT, LLC

0.9%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New0Increased13Decreased20Exited2

Increased

FNDX9.3%

+104K(+18%)

MRNA1.4%

+14K(+32%)

USXF0.5%

+2K(+10%)

SUSA0.2%

+111(+4%)

GOOG1.0%

+52(+1%)

VOT3.1%

+40(+0%)

BSV0.1%

+17(+1%)

CHV0.3%

+10(+0%)

VXUS0.6%

+9(+0%)

VTI0.3%

+4(+0%)

Decreased

VEA15.9%

-8,219(-2%)

8CW0.6%

-2,105(-13%)

VB18.4%

-1,469(-1%)

IJK0.1%

-871(-30%)

VOO17.5%

-785(-1%)

VEU1.9%

-685(-1%)

XOM0.7%

-387(-4%)

ESML0.5%

-197(-1%)

JNJ0.4%

-191(-6%)

VUG0.4%

-165(-8%)

Exited

IBM

-729

UNH

-652

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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