Aldebaran Financial Inc.
CIK: 0001353110SEC EDGAR →
Portfolio Value
$108.1M
Holdings
77
As of
Q4 2025
New Positions
7
Closed Positions
3
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 98,483 | $8.2M | 7.57% |
| 2 | BERKSHIRE HATHAWAY INC DEL | 15,513 | $7.8M | 7.23% |
| 3 | APPLE INC | 25,071 | $6.8M | 6.34% |
| 4 | FORTINET INC | 67,148 | $5.4M | 4.99% |
| 5 | SPDR SERIES TRUST | 65,238 | $5.3M | 4.88% |
| 6 | SPDR S&P 500 ETF TR | 7,375 | $5.1M | 4.69% |
| 7 | AMAZON COM INC | 21,551 | $5.0M | 4.64% |
| 8 | MICROSOFT CORP | 8,932 | $4.4M | 4.03% |
| 9 | NVIDIA CORPORATION | 23,044 | $4.3M | 4.00% |
| 10 | JPMORGAN CHASE & CO. | 11,830 | $3.8M | 3.54% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 25 | $33.5M | 31.1% |
| Technology | 10 | $25.9M | 23.9% |
| Unknown | 4 | $11.2M | 10.4% |
| Consumer Cyclical | 9 | $9.3M | 8.7% |
| Communication Services | 4 | $7.5M | 6.9% |
| Industrials | 7 | $6.0M | 5.6% |
| Consumer Defensive | 5 | $5.8M | 5.4% |
| Healthcare | 5 | $4.5M | 4.2% |
| Energy | 4 | $2.6M | 2.4% |
| Basic Materials | 2 | $932K | 0.9% |
| Utilities | 2 | $615K | 0.6% |