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AUFMAN ASSOCIATES INC 13F portfolio summary

AUFMAN ASSOCIATES INC of AUFMAN ASSOCIATES INC has 64 current stock holdings with a reported portfolio value of $203.8M. The portfolio 1 year return is +31.85%. Top holdings include BSV (0.00%), VB (18.43%), VOO (17.60%), VEA (16.02%), STX (12.65%).

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AUFMAN ASSOCIATES INC

AUFMAN ASSOCIATES INC
Latest filing: 2026-03-31

AUFMAN ASSOCIATES INC runs AUFMAN ASSOCIATES INC and currently holds 64 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $203.83M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. AUFMAN ASSOCIATES INC ranks #743 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, AUFMAN ASSOCIATES INC's portfolio at AUFMAN ASSOCIATES INC has delivered returns of +31.85%. Their 3-year annualized return is +61.32%. Looking at the 5-year horizon, AUFMAN ASSOCIATES INC has achieved +51.42% annualized returns at AUFMAN ASSOCIATES INC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+31.85%
#332/1000
3 Year
+61.32%
#643/1000
5 Year
+51.42%
#816/1000

Portfolio Value

$203.83M

Alpha Score

45.7

#743 of 1000

Holdings

64

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change