Aufman Associates Inc has recently submitted its 13F-HR report, revealing its investment holdings as of September 30, 2026. The filing shows a total portfolio value of approximately $244.17 million, reflecting the firm's ongoing strategy to navigate the dynamic financial landscape.

This report is significant as it provides insights into Aufman's investment strategies and market positioning. The firm has made substantial investments in various sectors, including technology and healthcare, indicating a focus on growth-oriented companies.

Background

Aufman Associates Inc, based in Sewickley, Pennsylvania, is primarily engaged in investment management. The company is classified under the SIC description for investment management firms. Recent filings include a 13F-HR on November 4, 2026, and previous filings throughout 2026, showcasing its active participation in the financial markets.

What the Filing Says

The filing, accession number 0001801573-26-000005, details Aufman's holdings as of the end of September. The report includes a total of 67 entries, with significant positions in major companies such as Amazon, Johnson & Johnson, and Microsoft. The total reported value of the investments amounts to $244,174,337.

Impact

This disclosure may affect various stakeholders, including investors, analysts, and competitors within the investment management industry. Aufman's strategic choices could influence market trends, particularly in sectors where it has substantial holdings.

What's Next

The filing does not specify any upcoming actions or changes following this report, leaving the market to speculate on Aufman's future investment strategies.