Aldebaran Financial Inc. Portfolio Holdings

Aldebaran Financial Inc.

  • $99.1 Million
  • Q3 2025

Aldebaran Financial Inc. has filed its 13F form on November 19, 2025 for Q3 2025 where it was disclosed a total value porftolio of $99.1 Million distributed in 77 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 $7.79M, Spdr Portfolio S&P 1500 Compos with a value of $6.96M, Apple Inc. with a value of $6.68M, Fortinet, Inc. with a value of $5.93M, and Spdr S&P 500 ETF Trust with a value of $5.19M.

Examining the 13F form we can see an increase of $9.48M in the current position value, from $89.7M to 99.1M.

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

Portfolio value $99.1 Million
ETFs: $28 Million
Technology: $24.8 Million
Financial Services: $13.6 Million
Communication Services: $7.5 Million
Consumer Defensive: $6.05 Million
Industrials: $5.84 Million
Consumer Cyclical: $4.57 Million
Healthcare: $3.8 Million
Other: $4.97 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$662B
$7.79 Million 7.85% of portfolio
15,489
Q3 2025 Reduced 0.39%
$4.3T
$6.68 Million 6.74% of portfolio
26,235
Q3 2025 Added 6.25%
$64.9B
$5.93 Million 5.98% of portfolio
70,533
Q3 2025 Reduced 3.44%
$3.78T
$4.54 Million 4.57% of portfolio
8,756
Q3 2025 Added 4.35%
$465B
$4.39 Million 4.43% of portfolio
23,532
Q3 2025 Added 4.51%
$881B
$3.67 Million 3.7% of portfolio
11,628
Q3 2025 Added 1.14%
$1.74T
$2.83 Million 2.86% of portfolio
11,634
Q3 2025 Added 4.14%
$85.9B
$2.57 Million 2.59% of portfolio
11,619
Q3 2025 Added 5.02%
$279B
$2.53 Million 2.55% of portfolio
24,556
Q3 2025 Added 4.24%
$1.37T
$2.4 Million 2.42% of portfolio
3,265
Q3 2025 Reduced 1.06%
$346B
$1.85 Million 1.87% of portfolio
12,069
Q3 2025 Reduced 3.17%
$115B
$1.57 Million 1.59% of portfolio
3,208
Q3 2025 Added 11.31%
$971B
$1.34 Million 1.36% of portfolio
1,762
Q3 2025 Added 22.11%
$53.8B
$1.3 Million 1.31% of portfolio
5,515
Q3 2025 Reduced 3.82%
$193B
$1.2 Million 1.21% of portfolio
10,499
Q3 2025 Added 1.45%
$65.7B
$1.19 Million 1.2% of portfolio
3,968
Q3 2025 Reduced 4.8%
$140B
$1.03 Million 1.03% of portfolio
4,085
Q3 2025 Added 7.93%
$522B
$955,000 0.96% of portfolio
5,152
Q3 2025 Reduced 9.15%
$414B
$884,000 0.89% of portfolio
3,820
Q3 2025 Added 25.04%
$306B
$850,000 0.86% of portfolio
12,817
Q3 2025 Added 12.23%
$367B
$839,000 0.85% of portfolio
2,072
Q3 2025 Reduced 1.52%
$224B
$752,000 0.76% of portfolio
2,476
Q3 2025 Added 13.32%
$86.7B
$749,000 0.76% of portfolio
1,230
Q3 2025 Added 20.94%
$136B
$662,000 0.67% of portfolio
2,801
Q3 2025 Added 2.23%
$22.2B
$639,000 0.64% of portfolio
24,215
Q3 2025 Reduced 4.0%
$490B
$633,000 0.64% of portfolio
5,617
Q3 2025 Reduced 2.38%
$11B
$617,000 0.62% of portfolio
27,321
Q3 2025 Reduced 3.46%
$99.7B
$602,000 0.61% of portfolio
3,128
Q1 2024 Reduced 13.78%
$27B
$605,000 0.61% of portfolio
4,585
Q3 2025 Reduced 2.45%
$172B
$543,000 0.55% of portfolio
12,372
Q3 2025 Reduced 8.91%
$7.23B
$537,000 0.54% of portfolio
8,529
Q3 2025 Added 8.14%
$1.65T
$522,000 0.53% of portfolio
2,150
Q3 2025 Added 1.99%
$1.29T
$500,000 0.5% of portfolio
1,126
Q3 2025 Reduced 4.09%
$45.5B
$472,000 0.48% of portfolio
2,735
Q3 2025 Reduced 8.04%
$96.4B
$425,000 0.43% of portfolio
3,435
Q3 2025 Reduced 2.83%
$291B
$426,000 0.43% of portfolio
893
Q3 2025 Added 36.13%
$73.7B
$410,000 0.41% of portfolio
1,499
Q3 2025 Added 3.31%
$300B
$400,000 0.4% of portfolio
1,160
Q3 2025 Added 18.61%
$23.3B
$380,000 0.38% of portfolio
14,416
Q3 2025 Reduced 0.37%
$342B
$373,000 0.38% of portfolio
2,050
Q3 2025 Reduced 3.98%
$52.5B
$371,000 0.37% of portfolio
21,625
Q3 2025 Added 0.93%
$59.5B
$353,000 0.36% of portfolio
7,728
Q3 2025 Reduced 5.88%
$404B
$323,000 0.33% of portfolio
350
Q3 2025 Added 37.25%
$170B
$307,000 0.31% of portfolio
2,129
Q3 2025 Added 0.24%
$97.3B
$281,000 0.28% of portfolio
3,324
Q3 2025 Reduced 11.41%
$47.8B
$254,000 0.26% of portfolio
3,770
Q3 2025 Reduced 1.95%
$61.4B
$257,000 0.26% of portfolio
1,263
Q3 2025 New
$18.5B
$261,000 0.26% of portfolio
1,200
Q3 2025 New
$68.9B
$247,000 0.25% of portfolio
1,050
Q3 2025 Reduced 4.55%

Summary

  • Portfolio
  • No. of Stocks 77
  • Current Value $99.1 Million
  • Prior Value $89.7 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 19, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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