Aldebaran Financial Inc. Portfolio Holdings

Aldebaran Financial Inc.

  • $105 Million
  • Q4 2025

Aldebaran Financial Inc. has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $105 Million distributed in 77 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 1500 Compos with a value of $7.99M, Berkshire Hathaway Inc Class B with a value of $7.9M, Apple Inc. with a value of $6.71M, Fortinet, Inc. with a value of $5.53M, and Spdr Portfolio S&P 500 ETF (Ma with a value of $5.16M.

Examining the 13F form we can see an increase of $5.74M in the current position value, from $99.1M to 105M.

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

Portfolio value $105 Million
ETFs: $30.2 Million
Technology: $24.2 Million
Financial Services: $13.6 Million
Consumer Cyclical: $9.25 Million
Communication Services: $7.18 Million
Consumer Defensive: $5.64 Million
Industrials: $5.57 Million
Healthcare: $4.4 Million
Other: $4.78 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$662B
$7.9 Million 7.53% of portfolio
15,513
Q4 2025 Added 0.15%
$4.3T
$6.71 Million 6.39% of portfolio
25,071
Q4 2025 Reduced 4.44%
$64.9B
$5.53 Million 5.27% of portfolio
67,148
Q4 2025 Reduced 4.8%
$2.39T
$5.06 Million 4.82% of portfolio
21,551
Q4 2025 New
$3.78T
$4.53 Million 4.32% of portfolio
8,932
Q4 2025 Added 2.01%
$465B
$4.3 Million 4.1% of portfolio
23,044
Q4 2025 Reduced 2.07%
$881B
$3.55 Million 3.39% of portfolio
11,830
Q4 2025 Added 1.74%
$1.74T
$3.23 Million 3.08% of portfolio
11,308
Q4 2025 Reduced 2.8%
$279B
$2.61 Million 2.49% of portfolio
25,334
Q4 2025 Added 3.17%
$85.9B
$2.44 Million 2.33% of portfolio
11,672
Q4 2025 Added 0.46%
$1.37T
$2 Million 1.91% of portfolio
3,285
Q4 2025 Added 0.61%
$971B
$1.89 Million 1.8% of portfolio
1,852
Q4 2025 Added 5.11%
$115B
$1.67 Million 1.59% of portfolio
3,108
Q4 2025 Reduced 3.12%
$346B
$1.42 Million 1.35% of portfolio
9,704
Q4 2025 Reduced 19.6%
$53.8B
$1.15 Million 1.1% of portfolio
5,356
Q4 2025 Reduced 2.88%
$65.7B
$1.13 Million 1.07% of portfolio
3,968
Q3 2025 Reduced 4.8%
$193B
$1 Million 0.95% of portfolio
9,472
Q4 2025 Reduced 9.78%
$414B
$1 Million 0.95% of portfolio
4,275
Q4 2025 Added 11.91%
$522B
$943,000 0.9% of portfolio
4,727
Q4 2025 Reduced 8.25%
$237B
$934,000 0.89% of portfolio
3,941
Q4 2025 Reduced 11.36%
$140B
$887,000 0.85% of portfolio
3,945
Q4 2025 Reduced 3.43%
$224B
$751,000 0.72% of portfolio
2,466
Q4 2025 Reduced 0.4%
$367B
$703,000 0.67% of portfolio
1,966
Q4 2025 Reduced 5.12%
$86.7B
$675,000 0.64% of portfolio
1,200
Q4 2025 Reduced 2.44%
$490B
$653,000 0.62% of portfolio
5,551
Q4 2025 Reduced 1.18%
$136B
$641,000 0.61% of portfolio
2,901
Q4 2025 Added 3.57%
$99.7B
$625,000 0.6% of portfolio
3,128
Q1 2024 Reduced 13.78%
$1.65T
$594,000 0.57% of portfolio
2,150
Q3 2025 Added 1.99%
$11B
$562,000 0.54% of portfolio
27,341
Q4 2025 Added 0.07%
$7.23B
$551,000 0.53% of portfolio
9,160
Q4 2025 Added 7.4%
$27B
$561,000 0.53% of portfolio
4,745
Q4 2025 Added 3.49%
$22.2B
$482,000 0.46% of portfolio
17,360
Q4 2025 Reduced 28.31%
$1.29T
$460,000 0.44% of portfolio
1,126
Q3 2025 Reduced 4.09%
$45.5B
$430,000 0.41% of portfolio
2,720
Q4 2025 Reduced 0.55%
$96.4B
$417,000 0.4% of portfolio
3,335
Q4 2025 Reduced 2.91%
$291B
$418,000 0.4% of portfolio
758
Q4 2025 Reduced 15.12%
$52.5B
$390,000 0.37% of portfolio
22,975
Q4 2025 Added 6.24%
$23.3B
$360,000 0.34% of portfolio
14,430
Q4 2025 Added 0.1%
$172B
$351,000 0.33% of portfolio
8,572
Q4 2025 Reduced 30.71%
$59.5B
$346,000 0.33% of portfolio
7,728
Q3 2025 Reduced 5.88%
$300B
$338,000 0.32% of portfolio
1,055
Q4 2025 Reduced 9.05%
$73.7B
$335,000 0.32% of portfolio
1,299
Q4 2025 Reduced 13.34%
$404B
$328,000 0.31% of portfolio
360
Q4 2025 Added 2.86%
$170B
$311,000 0.3% of portfolio
2,135
Q4 2025 Added 0.28%
$342B
$317,000 0.3% of portfolio
1,825
Q4 2025 Reduced 10.98%
$97.3B
$284,000 0.27% of portfolio
3,351
Q4 2025 Added 0.81%
$61.4B
$259,000 0.25% of portfolio
1,263
Q3 2025 New
$68.9B
$266,000 0.25% of portfolio
1,005
Q4 2025 Reduced 4.29%
$18.5B
$236,000 0.23% of portfolio
1,200
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 77
  • Current Value $105 Million
  • Prior Value $99.1 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 23, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 2 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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