Aldebaran Financial Inc. Portfolio Holdings

Aldebaran Financial Inc.

  • $81.3 Million
  • Q1 2025

Aldebaran Financial Inc. has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $81.3 Million distributed in 70 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $8.31M, Fortinet, Inc. with a value of $6.98M, Apple Inc. with a value of $5.38M, Spdr Portfolio S&P 1500 Compos with a value of $4.67M, and Spdr S&P 500 ETF Trust with a value of $3.99M.

Examining the 13F form we can see an decrease of $3.27M in the current position value, from $84.6M to 81.3M.

Below you can find more details about Aldebaran Financial Inc. portfolio as well as his latest detailed transactions.

Portfolio value $81.3 Million
ETFs: $20 Million
Technology: $20 Million
Financial Services: $12.8 Million
Consumer Defensive: $5.45 Million
Communication Services: $5.41 Million
Industrials: $5.07 Million
Consumer Cyclical: $3.83 Million
Healthcare: $3.77 Million
Other: $5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$694B
$8.31 Million 10.22% of portfolio
15,598
Q1 2025 Reduced 1.12%
$82.5B
$6.98 Million 8.58% of portfolio
72,488
Q1 2025 Reduced 1.3%
$3.39T
$5.38 Million 6.61% of portfolio
24,201
Q1 2025 Reduced 1.66%
$0
$4.67 Million 5.74% of portfolio
68,617
Q1 2025 Reduced 1.97%
$0
$3.99 Million 4.91% of portfolio
7,140
Q1 2025 Reduced 0.14%
$3.39T
$3.08 Million 3.79% of portfolio
8,204
Q1 2025 Added 2.33%
$0
$2.9 Million 3.56% of portfolio
44,059
Q1 2025 Added 4.83%
$785B
$2.74 Million 3.37% of portfolio
11,177
Q1 2025 Added 0.63%
$94.4B
$2.52 Million 3.1% of portfolio
10,899
Q1 2025 Added 6.18%
$337B
$2.34 Million 2.88% of portfolio
21,624
Q1 2025 Added 3.65%
$387B
$2.12 Million 2.61% of portfolio
12,459
Q1 2025 Added 0.27%
$267B
$2.01 Million 2.47% of portfolio
22,912
Q1 2025 Added 3.81%
$1.44T
$1.81 Million 2.22% of portfolio
3,132
Q1 2025 Added 1.59%
$1.02T
$1.63 Million 2.0% of portfolio
10,424
Q1 2025 Added 0.39%
$58.7B
$1.33 Million 1.64% of portfolio
5,768
Q1 2025 Added 5.99%
$0
$1.33 Million 1.63% of portfolio
2,827
Q1 2025 Added 3.48%
$94.4B
$1.07 Million 1.32% of portfolio
3,039
Q1 2025 Added 0.36%
$720B
$1.03 Million 1.27% of portfolio
1,252
Q1 2025 Reduced 0.79%
$207B
$1.03 Million 1.27% of portfolio
10,455
Q1 2025 Reduced 0.69%
$57B
$987,000 1.21% of portfolio
4,168
Q4 2024 Reduced 2.34%
$396B
$977,000 1.2% of portfolio
5,895
Q1 2025 Reduced 13.07%
$145B
$894,000 1.1% of portfolio
3,835
Q1 2025 Reduced 0.39%
$0
$844,000 1.04% of portfolio
3,071
Q1 2025 Added 6.41%
$311B
$816,000 1.0% of portfolio
11,405
Q1 2025 Added 1.56%
$390B
$772,000 0.95% of portfolio
2,109
Q1 2025 Reduced 0.66%
$0
$750,000 0.92% of portfolio
3,886
Q1 2025 Added 0.03%
$0
$706,000 0.87% of portfolio
13,805
Q1 2025 Added 2.34%
$0
$703,000 0.86% of portfolio
17,253
Q1 2025 Reduced 3.94%
$451B
$679,000 0.84% of portfolio
5,710
Q1 2025 Added 0.05%
$234B
$681,000 0.84% of portfolio
2,183
Q1 2025 Reduced 1.0%
$0
$682,000 0.84% of portfolio
10,870
Q1 2025 Added 11.2%
$9.91B
$675,000 0.83% of portfolio
7,661
Q1 2025 Added 0.26%
$142B
$647,000 0.8% of portfolio
2,740
Q1 2025 Reduced 3.52%
$325B
$637,000 0.78% of portfolio
3,045
Q1 2025 Added 14.3%
$0
$622,000 0.77% of portfolio
4,829
Q1 2025 Added 0.35%
$185B
$616,000 0.76% of portfolio
13,582
Q1 2025 Reduced 2.16%
$0
$601,000 0.74% of portfolio
21,524
Q4 2024 New
$10.9B
$549,000 0.68% of portfolio
28,279
Q1 2025 Reduced 0.1%
$0
$515,000 0.63% of portfolio
7,023
Q1 2025 Added 22.74%
$273B
$512,000 0.63% of portfolio
978
Q2 2024 Added 16.71%
$23.8B
$503,000 0.62% of portfolio
4,900
Q1 2025 Reduced 19.08%
$81.8B
$455,000 0.56% of portfolio
3,128
Q1 2024 Reduced 13.78%
$98.2B
$437,000 0.54% of portfolio
4,460
Q1 2025 Reduced 0.16%
$72.8B
$431,000 0.53% of portfolio
842
Q1 2025 Added 1.81%
$89.5B
$431,000 0.53% of portfolio
3,535
Q1 2025 Reduced 0.37%
$48.9B
$433,000 0.53% of portfolio
3,024
Q4 2024 Reduced 3.08%
$55.4B
$398,000 0.49% of portfolio
21,425
Q1 2025 Added 5.93%
$10.9B
$367,000 0.45% of portfolio
31,625
Q1 2025 Reduced 0.68%
$73.8B
$367,000 0.45% of portfolio
1,451
Q4 2024 Reduced 21.01%

Summary

  • Portfolio
  • No. of Stocks 70
  • Current Value $81.3 Million
  • Prior Value $84.6 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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