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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$68.2B
$7.72 Million 8.61% of portfolio
73,042
Q2 2025 Added 0.76%
$82B
$2.53 Million 2.82% of portfolio
11,064
Q2 2025 Added 1.51%
$117B
$1.47 Million 1.64% of portfolio
2,882
Q2 2025 Reduced 5.17%
$53B
$1.4 Million 1.56% of portfolio
5,734
Q2 2025 Reduced 0.59%
$65.6B
$1.07 Million 1.19% of portfolio
4,168
Q4 2024 Reduced 2.34%
$148B
$839,000 0.94% of portfolio
3,785
Q2 2025 Reduced 1.3%
$135B
$630,000 0.7% of portfolio
2,740
Q1 2025 Reduced 3.52%
$11.5B
$599,000 0.67% of portfolio
28,301
Q2 2025 Added 0.08%
$167B
$587,000 0.65% of portfolio
13,582
Q1 2025 Reduced 2.16%
$97.2B
$519,000 0.58% of portfolio
3,128
Q1 2024 Reduced 13.78%
$49B
$518,000 0.58% of portfolio
2,974
Q2 2025 Reduced 1.65%
$89.8B
$508,000 0.57% of portfolio
1,017
Q2 2025 Added 20.78%
$27.3B
$495,000 0.55% of portfolio
4,700
Q2 2025 Reduced 4.08%
$23.7B
$459,000 0.51% of portfolio
25,225
Q2 2025 Reduced 20.24%
$95.7B
$417,000 0.47% of portfolio
3,535
Q1 2025 Reduced 0.37%
$73.1B
$390,000 0.44% of portfolio
1,451
Q4 2024 Reduced 21.01%
$59.2B
$352,000 0.39% of portfolio
8,211
Q2 2025 Added 6.48%
$92.8B
$343,000 0.38% of portfolio
3,752
Q2 2025 Reduced 15.87%
$22.6B
$340,000 0.38% of portfolio
14,470
Q2 2025 Added 0.11%
$20B
$279,000 0.31% of portfolio
5,141
Q4 2024 Reduced 1.91%
$45.5B
$275,000 0.31% of portfolio
3,845
Q2 2025 Reduced 1.03%
$76.1B
$266,000 0.3% of portfolio
685
Q2 2025 Added 0.15%
$163B
$262,000 0.29% of portfolio
2,124
Q2 2025 Added 0.28%
$66B
$250,000 0.28% of portfolio
1,100
Q1 2025 Reduced 1.79%
$102B
$224,000 0.25% of portfolio
2,450
Q1 2025 New
$176B
$202,000 0.23% of portfolio
6,994
Q2 2025 New

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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