Fund Universe

← Fund Universe

☆Aufman Associates Inc

CIK 0001801573 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.745
AUM ($M)
251
Positions
67
Turnover
0.09
Top-10 wt
86%
Herfindahl
0.124
History (qtrs)
6
Excess Return
—

AI Eval Run AI Eval

No AI Eval requested yet for this fund.
Quarter
Activity this period
Security type

Holdings · 70 positions · portfolio value $251M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆STX funds › Seagate Technology Holdings TRIM — 19.5% +6.9% 48.8 50,612 -14,895 5 —
☆VB funds › Vanguard Small-Cap Index ETF TRIM — 17.0% -1.3% 42.8 141,062 -1,710 5 —
☆VOO funds › Vanguard S&P 500 Index ETF TRIM — 16.3% -1.2% 41.0 59,636 -107 5 —
☆VEA funds › Vanguard Developed Markets Index ETF TRIM — 14.0% -1.9% 35.1 493,332 -13,876 5 —
☆FNDX funds › Schwab Fundamental US Large Company Index ETF ADD — 8.7% -0.6% 21.7 699,040 +20,346 5 —
☆VOT funds › Vanguard Mid-Cap Growth Index ETF TRIM — 3.0% -0.1% 7.5 24,429 -248 5 —
☆IVV funds › iShares Core S&P 500 Index ETF ADD — 2.3% -0.2% 5.7 7,666 +40 5 —
☆MRNA funds › Moderna ADD — 1.8% +0.5% 4.6 65,687 +8,689 5 —
☆VEU funds › Vanguard FTSE All-World ex US Index ETF TRIM — 1.7% -0.2% 4.3 51,428 -820 5 —
☆GOOG funds › Alphabet Cl C ADD — 1.4% +0.4% 3.5 9,822 +2,732 5 —
☆BRKB funds › Berkshire Hathaway Cl B TRIM — 1.2% -0.4% 3.1 6,158 -620 5 —
☆MTX funds › Minerals Technologies TRIM — 1.1% -0.3% 2.7 36,011 -2,000 5 —
☆AAPL funds › Apple TRIM — 0.8% -0.1% 2.1 7,354 -395 5 —
☆VXUS funds › Vanguard Total Int'l Stock Index ETF ADD — 0.5% -0.0% 1.3 15,298 +624 5 —
☆USXF funds › iShares ESG Advanced MSCI USA ETF ADD — 0.5% +0.0% 1.3 18,217 +29 5 —
☆MSFT funds › Microsoft TRIM — 0.5% -0.1% 1.2 3,287 -1 5 —
☆ESML funds › iShares ESG Aware MSCI USA Small-Cap ETF TRIM — 0.5% -0.0% 1.2 21,909 -154 5 —
☆XOM funds › ExxonMobil Holdings NEW — 0.4% +0.4% 1.0 7,558 +7,558 1 —
☆IWF funds › iShares Russell 1000 Growth Index ETF ADD — 0.4% -0.0% 1.0 7,708 +5,781 5 —
☆VO funds › Vanguard Mid-Cap Index ETF ADD — 0.4% -0.0% 0.9 11,621 +8,716 5 —
☆CCI funds › Crown Castle TRIM — 0.4% -0.2% 0.9 12,274 -2,000 5 —
☆SPY funds › SPDR S&P 500 Index ETF TRIM — 0.4% -0.0% 0.9 1,219 -5 5 —
☆VUG funds › Vanguard Growth Index ETF ADD — 0.4% -0.1% 0.9 10,295 +8,348 5 —
☆RVTY funds › Revvity TRIM — 0.3% -0.0% 0.8 7,372 -888 5 —
☆JNJ funds › Johnson & Johnson TRIM — 0.3% -0.1% 0.8 3,167 -36 5 —
☆ABBV funds › AbbVie TRIM — 0.3% -0.0% 0.8 3,196 -66 5 —
☆ESGD funds › iShares ESG Aware MSCI EAFE ETF ADD — 0.3% -0.0% 0.7 7,003 +92 5 —
☆AVGO funds › Broadcom ADD — 0.3% -0.0% 0.7 1,884 +1 5 —
☆VTI funds › Vanguard Total Stock Market ETF ADD — 0.3% -0.0% 0.7 1,911 +4 5 —
☆IJR funds › iShares Core S&P Small-Cap Index ETF TRIM — 0.2% -0.0% 0.6 3,931 -14 5 —
☆IWD funds › iShares Russell 1000 Value Index ETF HOLD — 0.2% -0.0% 0.6 2,310 +0 5 —
☆ONEQ funds › Fidelity NASDAQ Composite Index ETF HOLD — 0.2% -0.0% 0.5 4,969 +0 5 —
☆IWP funds › iShares Russell Mid-Cap Growth Index ETF TRIM — 0.2% -0.0% 0.5 3,480 -19 5 —
☆CVX funds › Chevron TRIM — 0.2% -0.1% 0.5 2,949 -48 5 —
☆GOOGL funds › Alphabet Cl A TRIM — 0.2% -0.0% 0.5 1,295 -51 5 —
☆KHC funds › Kraft Heinz Co HOLD — 0.2% -0.0% 0.4 18,621 +0 5 —
☆AMD funds › Advanced Micro Devices NEW — 0.2% +0.2% 0.4 730 +730 1 —
☆SUSA funds › iShares ESG Optimized MSCI USA ETF ADD — 0.2% -0.0% 0.4 2,694 +2 5 —
☆TSM funds › Taiwan Semiconductor Mfg ADR TRIM — 0.2% -0.0% 0.4 870 -160 5 —
☆DIS funds › The Walt Disney Company ADD — 0.2% -0.0% 0.4 4,000 +10 5 —
☆MRK funds › Merck & Company TRIM — 0.2% -0.1% 0.4 2,990 -685 5 —
☆EFAX funds › SPDR MSCI EAFE Fossil Fuel Free ETF ADD — 0.2% -0.0% 0.4 7,073 +106 5 —
☆CAT funds › Caterpillar HOLD — 0.1% +0.0% 0.4 350 +0 3 —
☆AMZN funds › Amazon.com ADD — 0.1% +0.0% 0.4 1,559 +176 5 —
☆IWN funds › iShares Russell 2000 Value ETF HOLD — 0.1% -0.0% 0.3 1,500 +0 5 —
☆IJH funds › iShares Core S&P Mid-Cap Index ETF HOLD — 0.1% -0.0% 0.3 4,091 +0 5 —
☆PAYX funds › Paychex HOLD — 0.1% -0.0% 0.3 3,154 +0 5 —
☆TOTL funds › SPDR DoubleLine Total Return Tactical ETF ADD — 0.1% -0.0% 0.3 7,738 +85 5 —
☆KO funds › Coca-Cola TRIM — 0.1% -0.0% 0.3 3,749 -53 5 —
☆IBM funds › International Business Machines NEW — 0.1% +0.1% 0.3 1,062 +1,062 1 —
☆IVE funds › iShares S&P 500 Value ETF HOLD — 0.1% -0.0% 0.3 1,308 +0 5 —
☆ABT funds › Abbott Laboratories HOLD — 0.1% -0.0% 0.3 3,051 +0 5 —
☆UNH funds › UnitedHealth Group NEW — 0.1% +0.1% 0.3 652 +652 1 —
☆PPL funds › PPL TRIM — 0.1% -0.0% 0.3 7,350 -135 5 —
☆BSV funds › Vanguard Short-Term Bond ETF ADD — 0.1% -0.0% 0.3 3,389 +157 3 —
☆IJJ funds › iShares S&P Mid-Cap 400 Value ETF TRIM — 0.1% -0.0% 0.3 1,699 -165 5 —
☆FELV funds › Fidelity Enhanced Large Cap Value ETF HOLD — 0.1% -0.0% 0.2 6,133 +0 4 —
☆PEP funds › PepsiCo HOLD — 0.1% -0.0% 0.2 1,797 +0 5 —
☆DMXF funds › iShares ESG Advanced MSCI EAFE ETF ADD — 0.1% -0.0% 0.2 2,840 +21 5 —
☆MAR funds › Marriott International TRIM — 0.1% -0.0% 0.2 635 -67 3 —
☆IJK funds › iShares S&P Mid-Cap 400 Growth ETF HOLD — 0.1% -0.0% 0.2 1,988 +0 5 —
☆EFA funds › iShares MSCI EAFE ETF TRIM — 0.1% -0.1% 0.2 2,200 -784 5 —
☆MCK funds › McKesson HOLD — 0.1% -0.0% 0.2 300 +0 5 —
☆VSGX funds › Vanguard ESG International Stock ETF NEW — 0.1% +0.1% 0.2 2,739 +2,739 1 —
☆MCD funds › McDonald's HOLD — 0.1% -0.0% 0.2 829 +0 5 —
☆VZ funds › Verizon Communications HOLD — 0.1% -0.0% 0.2 5,242 +0 5 —
☆ICLN funds › iShares Global Clean Energy ETF TRIM — 0.1% -0.0% 0.2 10,267 -2 5 —
☆CUSIP:30231G102 funds › Exxon Mobil EXIT — 0.0% -0.7% 0.0 0 -8,648 0 —
☆COP funds › ConocoPhillips EXIT — 0.0% -0.2% 0.0 0 -2,400 0 —
☆CUSIP:34630N106 funds › Forian EXIT — 0.0% -0.1% 0.0 0 -52,657 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 251 67 0.09 86% 0.124 0.745 — in
2026Q1 204 65 0.06 84% 0.117 0.756 — in
2025Q4 195 67 0.07 83% 0.120 0.681 — in
2025Q3 178 66 0.04 82% 0.131 0.725 — in
2025Q2 162 64 0.04 82% 0.134 0.739 — entered
2025Q1 145 57 0.00 83% 0.139 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status