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

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
BRK-B Berkshire Hathaway Inc Class B Financial Services	$662B	$7.79 Million 7.85% of portfolio	15,489	Q3 2025 Reduced 0.39%
SPTM Spdr Portfolio S&P 1500 Compos ETFs	$0	$6.96 Million 7.02% of portfolio	86,299	Q3 2025 Added 18.2%
AAPL Apple Inc. Technology	$4.3T	$6.68 Million 6.74% of portfolio	26,235	Q3 2025 Added 6.25%
FTNT Fortinet, Inc. Technology	$64.9B	$5.93 Million 5.98% of portfolio	70,533	Q3 2025 Reduced 3.44%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$5.19 Million 5.23% of portfolio	7,786	Q3 2025 Added 1.94%
MSFT Microsoft Corp Technology	$3.78T	$4.54 Million 4.57% of portfolio	8,756	Q3 2025 Added 4.35%
NVDA Nvidia Corp Technology	$465B	$4.39 Million 4.43% of portfolio	23,532	Q3 2025 Added 4.51%
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	$0	$4.16 Million 4.2% of portfolio	53,162	Q3 2025 Added 18.24%
JPM Jpmorgan Chase & CO Financial Services	$881B	$3.67 Million 3.7% of portfolio	11,628	Q3 2025 Added 1.14%

GOOG Alphabet Inc. Communication Services	$1.74T	$2.83 Million 2.86% of portfolio	11,634	Q3 2025 Added 4.14%
WM Waste Management Inc Industrials	$85.9B	$2.57 Million 2.59% of portfolio	11,619	Q3 2025 Added 5.02%
WMT Walmart Inc. Consumer Defensive	$279B	$2.53 Million 2.55% of portfolio	24,556	Q3 2025 Added 4.24%
META Meta Platforms, Inc. Communication Services	$1.37T	$2.4 Million 2.42% of portfolio	3,265	Q3 2025 Reduced 1.06%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$2.26 Million 2.28% of portfolio	3,763	Q3 2025 Added 7.85%
PG Procter & Gamble CO Consumer Defensive	$346B	$1.85 Million 1.87% of portfolio	12,069	Q3 2025 Reduced 3.17%
CRWD Crowd Strike Holdings, Inc. Technology	$115B	$1.57 Million 1.59% of portfolio	3,208	Q3 2025 Added 11.31%
LLY Eli Lilly & CO Healthcare	$971B	$1.34 Million 1.36% of portfolio	1,762	Q3 2025 Added 22.11%
LNG Cheniere Energy, Inc. Energy	$53.8B	$1.3 Million 1.31% of portfolio	5,515	Q3 2025 Reduced 3.82%

DIS Walt Disney CO Communication Services	$193B	$1.2 Million 1.21% of portfolio	10,499	Q3 2025 Added 1.45%
NSC Norfolk Southern Corp Industrials	$65.7B	$1.19 Million 1.2% of portfolio	3,968	Q3 2025 Reduced 4.8%
CRM Salesforce, Inc. Technology	$237B	$1.05 Million 1.06% of portfolio	4,446	Q3 2025 Added 6.47%
LOW Lowes Companies Inc Consumer Cyclical	$140B	$1.03 Million 1.03% of portfolio	4,085	Q3 2025 Added 7.93%
QQQM Invesco Exchange Traded Fd Tr ETFs	$0	$984,000 0.99% of portfolio	3,984	Q3 2025 Added 1.01%
VTI Vanguard Total Stock Market Et ETFs	$0	$951,000 0.96% of portfolio	2,900	Q3 2025 Reduced 6.54%
JNJ Johnson & Johnson Healthcare	$522B	$955,000 0.96% of portfolio	5,152	Q3 2025 Reduced 9.15%
XSMO Invesco S&P Smallcap Momentum ETFs	$0	$926,000 0.93% of portfolio	12,595	Q3 2025 Added 17.88%
ABBV Abb Vie Inc. Healthcare	$414B	$884,000 0.89% of portfolio	3,820	Q3 2025 Added 25.04%
KO Coca Cola CO Consumer Defensive	$306B	$850,000 0.86% of portfolio	12,817	Q3 2025 Added 12.23%
HD Home Depot, Inc. Consumer Cyclical	$367B	$839,000 0.85% of portfolio	2,072	Q3 2025 Reduced 1.52%
SPMD Spdr Portfolio ETFs	$0	$822,000 0.83% of portfolio	14,380	Q3 2025 Added 4.54%
SPSM Spdr Portfolio S&P 600 Small C ETFs	$0	$787,000 0.79% of portfolio	16,994	Q3 2025 Reduced 0.7%
BND Vanguard Bd Index Fd Inc Total ETFs	$0	$758,000 0.76% of portfolio	10,198	Q3 2025 Added 12.1%
MCD Mcdonalds Corp Consumer Cyclical	$224B	$752,000 0.76% of portfolio	2,476	Q3 2025 Added 13.32%
NOC Northrop Grumman Corp Industrials	$86.7B	$749,000 0.76% of portfolio	1,230	Q3 2025 Added 20.94%
VYM Vanguard Whitehall Fds (Vangua ETFs	$0	$676,000 0.68% of portfolio	4,800	Q3 2025 Reduced 0.62%
UNP Union Pacific Corp Industrials	$136B	$662,000 0.67% of portfolio	2,801	Q3 2025 Added 2.23%
SOFI So Fi Technologies, Inc. Financial Services	$22.2B	$639,000 0.64% of portfolio	24,215	Q3 2025 Reduced 4.0%
XOM Exxon Mobil Corp Energy	$490B	$633,000 0.64% of portfolio	5,617	Q3 2025 Reduced 2.38%
FHN First Horizon Corp Financial Services	$11B	$617,000 0.62% of portfolio	27,321	Q3 2025 Reduced 3.46%
MPC Marathon Petroleum Corp Energy	$99.7B	$602,000 0.61% of portfolio	3,128	Q1 2024 Reduced 13.78%
PHM Pultegroup Inc Consumer Cyclical	$27B	$605,000 0.61% of portfolio	4,585	Q3 2025 Reduced 2.45%
SCHD Schwab Strategic Tr Us Dividen ETFs	$0	$586,000 0.59% of portfolio	21,500	Q3 2025 Reduced 0.11%
VZ Verizon Communications Inc Communication Services	$172B	$543,000 0.55% of portfolio	12,372	Q3 2025 Reduced 8.91%
EMN Eastman Chemical CO Basic Materials	$7.23B	$537,000 0.54% of portfolio	8,529	Q3 2025 Added 8.14%
GOOGL Alphabet Inc. Communication Services	$1.65T	$522,000 0.53% of portfolio	2,150	Q3 2025 Added 1.99%
TSLA Tesla, Inc. Consumer Cyclical	$1.29T	$500,000 0.5% of portfolio	1,126	Q3 2025 Reduced 4.09%
DLR Digital Realty Trust, Inc. Real Estate	$45.5B	$472,000 0.48% of portfolio	2,735	Q3 2025 Reduced 8.04%
DUK Duke Energy Corp Utilities	$96.4B	$425,000 0.43% of portfolio	3,435	Q3 2025 Reduced 2.83%
CAT Caterpillar Inc Industrials	$291B	$426,000 0.43% of portfolio	893	Q3 2025 Added 36.13%
ECL Ecolab Inc. Basic Materials	$73.7B	$410,000 0.41% of portfolio	1,499	Q3 2025 Added 3.31%

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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Aldebaran Financial Inc. Portfolio Holdings