Aufman Associates Inc
Aufman Associates Inc reported 67 holdings worth US$251M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 12, 2026
Aufman Associates Inc reported 67 holdings worth US$251M as of Jun 30, 2026. Largest: Moderna, Inc., Alphabet Inc (google) Class C and Berkshire Hathaway Inc. Filed Aug 12, 2026 (Form 13F).
- Holdings
- 67
- Value as reported
- US$251M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Moderna, Inc. | 65,687 | US$4.58M | 1.8% |
| Alphabet Inc (google) Class C | 11,006 | US$3.93M | 1.6% |
| Berkshire Hathaway Inc. | 6,158 | US$3.08M | 1.2% |
| Minerals Technologies Inc. | 36,011 | US$2.66M | 1.1% |
| Apple Inc | 7,354 | US$2.13M | 0.85% |
| Microsoft Corp. | 3,287 | US$1.23M | 0.49% |
| Crown Castle Inc. | 12,274 | US$930K | 0.37% |
| Revvity, Inc. | 7,372 | US$820K | 0.33% |
| Johnson & Johnson | 3,167 | US$804K | 0.32% |
| Abbvie Inc. | 3,196 | US$804K | 0.32% |
| Broadcom Inc. | 1,884 | US$712K | 0.28% |
| Chevron Corporation | 2,949 | US$489K | 0.19% |
| The Kraft Heinz Company | 18,621 | US$440K | 0.18% |
| Advanced Micro Devices Inc | 730 | US$424K | 0.17% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 870 | US$415K | 0.17% |
| Walt Disney Company (the) | 4,000 | US$385K | 0.15% |
| Merck & Company, Inc. | 2,990 | US$384K | 0.15% |
| Caterpillar, Inc. | 350 | US$373K | 0.15% |
| Amazon.com, Inc. | 1,559 | US$371K | 0.15% |
| Paychex, Inc. | 3,154 | US$310K | 0.12% |
| Coca-cola Company (the) | 3,749 | US$305K | 0.12% |
| International Business Machines Corporation | 1,062 | US$299K | 0.12% |
| Abbott Laboratories | 3,051 | US$277K | 0.11% |
| Unitedhealth Group Incorporated | 652 | US$271K | 0.11% |
| Ppl Corporation | 7,350 | US$267K | 0.11% |
| Pepsico, Inc. | 1,797 | US$243K | 0.10% |
| Marriott International | 635 | US$235K | 0.09% |
| Mckesson Corporation | 300 | US$227K | 0.09% |
| Mcdonald's Corporation | 829 | US$224K | 0.09% |
| Verizon Communications Inc. | 5,242 | US$222K | 0.09% |
| Forian Inc. | 0 | US$0 | 0.00% |
| Conocophillips | 0 | US$0 | 0.00% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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