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Livermore
Livermore
ZHEN

Aufman Associates Inc

SEC CIK
0001801573
Latest filing
Aug 12, 2026

The latest 13F from Aufman Associates Inc covers Q2 2026 (filed Aug 12, 2026): 67 long positions worth $250.9M. The top 10 holdings make up 85.7% of the portfolio, and the largest is Seagate Technology Holdings plc (STX) at 19.5%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
5
Est. +$2.25M
Added
16
Est. +$2.37M
Reduced
29
Est. −$17.4M
Sold out
3
Est. −$1.89M

Top 5 holdings

Share of this quarter's portfolio value

  1. STXSeagate Technology Holdings plc
    19.5%$48.8MHistory
  2. Vanguard Morningstar Small-Cap ETF922908751
    17.0%$42.8M
  3. Vanguard S&P 500 ETF922908363
    16.3%$41.0M
  4. Vanguard Ftse Developed Markets ETF921943858
    14.0%$35.1M
  5. Schwab Fundamental U.S. Large Company ETF808524771
    8.7%$21.7M

Biggest buys

New and added positions, by estimated amount bought

  1. XOMExxonMobil Holdings Corp
    +$1.03MNewHistory
  2. GOOGAlphabet Inc.
    +$965.3KAddedHistory
  3. Schwab Fundamental U.S. Large Company ETF808524771
    +$632.8KAdded
  4. MRNAModerna, Inc.
    +$605.6KAddedHistory
  5. AMDAdvanced Micro Devices Inc
    +$424.1KNewHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. MRNAModerna, Inc.
    +0.48 pp1.3% → 1.8%History
  2. XOMExxonMobil Holdings Corp
    +0.41 pp0.0% → 0.4%History
  3. GOOGAlphabet Inc.
    +0.39 pp1.0% → 1.4%History
  4. AMDAdvanced Micro Devices Inc
    +0.17 pp0.0% → 0.2%History
  5. IBMInternational Business Machines Corp
    +0.12 pp0.0% → 0.1%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. STXSeagate Technology Holdings plc
    −$14.4MReducedHistory
  2. XOMExxonMobil Holdings Corp
    −$1.47MSold outHistory
  3. Vanguard Ftse Developed Markets ETF921943858
    −$988.7KReduced
  4. Vanguard Morningstar Small-Cap ETF922908751
    −$518.3KReduced
  5. COPConocoPhillips
    −$316.8KSold outHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. Vanguard Ftse Developed Markets ETF921943858
    −1.93 pp15.9% → 14.0%
  2. Vanguard Morningstar Small-Cap ETF922908751
    −1.30 pp18.3% → 17.0%
  3. Vanguard S&P 500 ETF922908363
    −1.19 pp17.5% → 16.3%
  4. XOMExxonMobil Holdings Corp
    −0.72 pp0.7% → 0.0%History
  5. BRK.BBerkshire Hathaway Inc
    −0.37 pp1.6% → 1.2%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$250.9M
+$47.0M (+23.1%) vs. prior quarter
Positions
67
+2 vs. prior quarter
Top 10 concentration
85.7%
Top 10 as share of value
Turnover
2.0%
Q2 2026, one quarter
Average holding period
20.1 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $250.9M (Q2 2026)

Q1 2021: $120.1MQ2 2021: $129.7MQ3 2021: $121.6MQ4 2021: $135.2MQ1 2022: $126.9MQ2 2022: $105.2MQ3 2022: $95.0MQ4 2022: $108.2MQ1 2023: $117.5MQ2 2023: $121.2MQ3 2023: $119.2MQ4 2023: $132.5MQ1 2024: $142.0MQ2 2024: $140.5MQ3 2024: $155.6MQ4 2024: $148.1MQ1 2025: $145.5MQ2 2025: $162.2MQ3 2025: $177.7MQ4 2025: $195.1MQ1 2026: $203.8MQ2 2026: $250.9M
Q1 2021Q2 2026
13F filings of Aufman Associates Inc by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 12, 202667$250.9MSTXVanguard Morningstar Small-Cap ETFVanguard S&P 500 ETFvs. Q1 2026SEC
Q1 2026May 15, 202665$203.8MVanguard Morningstar Small-Cap ETFVanguard S&P 500 ETFVanguard Ftse Developed Markets ETFvs. Q4 2025SEC
Q4 2025Feb 11, 202667$195.1MVanguard S&P 500 ETFVanguard Morningstar Small-Cap ETFVanguard Ftse Developed Markets ETFvs. Q3 2025SEC
Q3 2025Nov 12, 202566$177.7MVanguard S&P 500 ETFVanguard Morningstar Small-Cap ETFVanguard Ftse Developed Markets ETFvs. Q2 2025SEC
Q2 2025Aug 13, 202564$162.2MVanguard S&P 500 ETFVanguard Morningstar Small-Cap ETFVanguard Ftse Developed Markets ETFvs. Q1 2025SEC
Q1 2025May 14, 202557$145.5MVanguard Morningstar Small-Cap ETFVanguard S&P 500 ETFVanguard Ftse Developed Markets ETFvs. Q4 2024SEC
Q4 2024Feb 12, 202559$148.1MVanguard Morningstar Small-Cap ETFVanguard S&P 500 ETFVanguard Ftse Developed Markets ETFvs. Q3 2024SEC
Q3 2024Nov 13, 202464$155.6MVanguard Morningstar Small-Cap ETFVanguard S&P 500 ETFVanguard Ftse Developed Markets ETFvs. Q2 2024SEC
Q2 2024Aug 9, 202446$140.5MVanguard S&P 500 ETFVanguard Morningstar Small-Cap ETFVanguard Ftse Developed Markets ETFvs. Q1 2024SEC
Q1 2024May 10, 202446$142.0MVanguard Morningstar Small-Cap ETFVanguard S&P 500 ETFVanguard Ftse Developed Markets ETFvs. Q4 2023SEC
Q4 2023Feb 14, 202443$132.5MVanguard Morningstar Small-Cap ETFVanguard S&P 500 ETFVanguard Ftse Developed Markets ETFvs. Q3 2023SEC
Q3 2023Nov 13, 202343$119.2MVanguard Morningstar Small-Cap ETFVanguard S&P 500 ETFVanguard Ftse Developed Markets ETFvs. Q2 2023SEC
Q2 2023Aug 11, 202343$121.2MVanguard Morningstar Small-Cap ETFVanguard S&P 500 ETFVanguard Ftse Developed Markets ETFvs. Q1 2023SEC
Q1 2023May 10, 202342$117.5MVanguard Morningstar Small-Cap ETFVanguard S&P 500 ETFVanguard Ftse Developed Markets ETFvs. Q4 2022SEC
Q4 2022Feb 8, 202343$108.2MVanguard Morningstar Small-Cap ETFVanguard S&P 500 ETFVanguard Ftse Developed Markets ETFvs. Q3 2022SEC
Q3 2022Nov 14, 202240$95.0MVanguard Morningstar Small-Cap ETFVanguard S&P 500 ETFVanguard Ftse Developed Markets ETFvs. Q2 2022SEC
Q2 2022Aug 10, 202244$105.2MVanguard Morningstar Small-Cap ETFVanguard S&P 500 ETFVanguard Ftse Developed Markets ETFvs. Q1 2022SEC
Q1 2022May 13, 202247$126.9MVanguard Morningstar Small-Cap ETFVanguard S&P 500 ETFVanguard Ftse Developed Markets ETFvs. Q4 2021SEC
Q4 2021Feb 9, 202254$135.2MVanguard Morningstar Small-Cap ETFVanguard S&P 500 ETFVanguard Ftse Developed Markets ETFvs. Q3 2021SEC
Q3 2021Nov 12, 202146$121.6MVanguard Morningstar Small-Cap ETFVanguard S&P 500 ETFVanguard Ftse Developed Markets ETFvs. Q2 2021SEC
Q2 2021Aug 11, 202149$129.7MVanguard Morningstar Small-Cap ETFVanguard S&P 500 ETFVanguard Ftse Developed Markets ETFvs. Q1 2021SEC
Q1 2021May 17, 202144$120.1MVanguard Morningstar Small-Cap ETFVanguard S&P 500 ETFVanguard Ftse Developed Markets ETF–SEC