Aldebaran Financial Inc. Portfolio Holdings

Aldebaran Financial Inc.

  • $89.7 Million
  • Q2 2025

Aldebaran Financial Inc. has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $89.7 Million distributed in 73 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Fortinet, Inc. with a value of $7.72M, Berkshire Hathaway Inc Class B with a value of $7.55M, Spdr Portfolio S&P 1500 Compos with a value of $5.47M, Apple Inc. with a value of $5.07M, and Spdr S&P 500 ETF Trust with a value of $4.72M.

Examining the 13F form we can see an increase of $8.35M in the current position value, from $81.3M to 89.7M.

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

Portfolio value $89.7 Million
Technology: $23.7 Million
ETFs: $23.2 Million
Financial Services: $12.8 Million
Communication Services: $6.86 Million
Consumer Defensive: $5.62 Million
Industrials: $5.24 Million
Consumer Cyclical: $3.72 Million
Healthcare: $3.41 Million
Other: $5.06 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$61.9B
$7.72 Million 8.61% of portfolio
73,042
Q2 2025 Added 0.76%
$621B
$7.55 Million 8.42% of portfolio
15,549
Q2 2025 Reduced 0.31%
$3.69T
$5.07 Million 5.65% of portfolio
24,692
Q2 2025 Added 2.03%
$3.95T
$4.17 Million 4.65% of portfolio
8,391
Q2 2025 Added 2.28%
$456B
$3.56 Million 3.97% of portfolio
22,516
Q2 2025 Added 4.13%
$859B
$3.33 Million 3.72% of portfolio
11,497
Q2 2025 Added 2.86%
$95.6B
$2.53 Million 2.82% of portfolio
11,064
Q2 2025 Added 1.51%
$1.78T
$2.44 Million 2.72% of portfolio
3,300
Q2 2025 Added 5.36%
$281B
$2.3 Million 2.57% of portfolio
23,558
Q2 2025 Added 2.82%
$368B
$1.99 Million 2.21% of portfolio
12,464
Q2 2025 Added 0.04%
$1.24T
$1.98 Million 2.21% of portfolio
11,171
Q2 2025 Added 7.17%
$93.6B
$1.47 Million 1.64% of portfolio
2,882
Q2 2025 Reduced 5.17%
$57.4B
$1.4 Million 1.56% of portfolio
5,734
Q2 2025 Reduced 0.59%
$207B
$1.28 Million 1.43% of portfolio
10,349
Q2 2025 Reduced 1.01%
$232B
$1.14 Million 1.27% of portfolio
4,176
Q2 2025 Added 0.02%
$608B
$1.12 Million 1.25% of portfolio
1,443
Q2 2025 Added 15.26%
$452B
$866,000 0.97% of portfolio
5,671
Q2 2025 Reduced 3.8%
$152B
$839,000 0.94% of portfolio
3,785
Q2 2025 Reduced 1.3%
$306B
$807,000 0.9% of portfolio
11,420
Q2 2025 Added 0.13%
$405B
$771,000 0.86% of portfolio
2,104
Q2 2025 Reduced 0.24%
$222B
$638,000 0.71% of portfolio
2,185
Q2 2025 Added 0.09%
$135B
$630,000 0.7% of portfolio
2,740
Q1 2025 Reduced 3.52%
$442B
$620,000 0.69% of portfolio
5,754
Q2 2025 Added 0.77%
$11.8B
$599,000 0.67% of portfolio
28,301
Q2 2025 Added 0.08%
$7.61B
$588,000 0.66% of portfolio
7,887
Q2 2025 Added 2.95%
$182B
$587,000 0.65% of portfolio
13,582
Q1 2025 Reduced 2.16%
$351B
$567,000 0.63% of portfolio
3,055
Q2 2025 Added 0.33%
$79.3B
$519,000 0.58% of portfolio
3,128
Q1 2024 Reduced 13.78%
$48.7B
$518,000 0.58% of portfolio
2,974
Q2 2025 Reduced 1.65%
$89.4B
$508,000 0.57% of portfolio
1,017
Q2 2025 Added 20.78%
$28.1B
$495,000 0.55% of portfolio
4,700
Q2 2025 Reduced 4.08%
$18.9B
$459,000 0.51% of portfolio
25,225
Q2 2025 Reduced 20.24%
$95.8B
$417,000 0.47% of portfolio
3,535
Q1 2025 Reduced 0.37%
$78.8B
$390,000 0.44% of portfolio
1,451
Q4 2024 Reduced 21.01%
$53.7B
$388,000 0.43% of portfolio
21,425
Q1 2025 Added 5.93%
$1.21T
$371,000 0.41% of portfolio
2,108
Q4 2024 Added 40.53%
$1.08T
$372,000 0.41% of portfolio
1,174
Q2 2025 Added 4.92%
$58.4B
$352,000 0.39% of portfolio
8,211
Q2 2025 Added 6.48%
$108B
$343,000 0.38% of portfolio
3,752
Q2 2025 Reduced 15.87%
$23.7B
$340,000 0.38% of portfolio
14,470
Q2 2025 Added 0.11%
$245B
$305,000 0.34% of portfolio
978
Q2 2024 Added 16.71%
$3.68B
$308,000 0.34% of portfolio
762
Q2 2025 New
$367B
$291,000 0.32% of portfolio
2,135
Q2 2025 New
$14.8B
$279,000 0.31% of portfolio
5,141
Q4 2024 Reduced 1.91%
$52.6B
$275,000 0.31% of portfolio
3,845
Q2 2025 Reduced 1.03%
$70.7B
$266,000 0.3% of portfolio
685
Q2 2025 Added 0.15%
$155B
$262,000 0.29% of portfolio
2,124
Q2 2025 Added 0.28%
$60B
$250,000 0.28% of portfolio
1,100
Q1 2025 Reduced 1.79%
$439B
$252,000 0.28% of portfolio
255
Q4 2024 Added 2.0%

Summary

  • Portfolio
  • No. of Stocks 73
  • Current Value $89.7 Million
  • Prior Value $81.3 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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