CIK 1801573
Aufman Associates Inc
Institutional 13F holdings & portfolio
Holdings
67
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 51–67 of 67
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| KO | Coca-Cola | 4K | $100K–$500K | SH |
| PPL | PPL | 7K | $100K–$500K | SH |
| PEP | PepsiCo | 2K | $100K–$500K | SH |
| MCD | McDonald's | 829 | $100K–$500K | SH |
| BSV | Vanguard Short-Term Bond ETF | 3K | $100K–$500K | SH |
| MCK | McKesson | 300 | $100K–$500K | SH |
| IJJ | iShares S&P Mid-Cap 400 Value ETF | 2K | $100K–$500K | SH |
| COP | ConocoPhillips | 2K | $100K–$500K | SH |
| MAR | Marriott International | 702 | $100K–$500K | SH |
| IBM | International Business Machines | 729 | $100K–$500K | SH |
| UNH | UnitedHealth Group | 652 | $100K–$500K | SH |
| VZ | Verizon Communications | 5K | $100K–$500K | SH |
| FELV | Fidelity Enhanced Large Cap Value ETF | 6K | $100K–$500K | SH |
| DMXF | iShares ESG Advanced MSCI EAFE ETF | 3K | $100K–$500K | SH |
| CAT | Caterpillar | 350 | $100K–$500K | SH |
| ICLN | iShares Global Clean Energy ETF | 10K | $100K–$500K | SH |
| FORA | Forian | 53K | $100K–$500K | SH |