Long-term investor

Aufman Associates Inc. @aufmanassociatesinc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001801573).

Record

  • Tracked since 2025-12-31 (249 days), 17 trades recorded
  • Returns: week n/a · month n/a · 90 days +13.7% · 6 months n/a · 1 year n/a · all +17.6%
  • Max drawdown n/a · win rate 40% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • STX · 19.5% · long · since 2025-12-31
  • 922908751 · 17.0% · long · since 2025-12-31
  • 922908363 · 16.3% · long · since 2025-12-31
  • 921943858 · 14.0% · long · since 2025-12-31
  • 808524771 · 8.7% · long · since 2025-12-31
  • 922908538 · 3.0% · long · since 2025-12-31
  • 464287200 · 2.3% · long · since 2025-12-31
  • MRNA · 1.8% · long · since 2025-12-31
  • 922042775 · 1.7% · long · since 2025-12-31
  • 02079K107 · 1.4% · long · since 2025-12-31
  • BRK-B · 1.2% · long · since 2025-12-31
  • MTX · 1.1% · long · since 2025-12-31

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