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Latest Aldebaran Financial Inc. Stock Portfolio

Aldebaran Financial Inc. Performance:
2025 Q4: 2.32%YTD: 12.65%2024: -17.55%
Performance for 2025 Q4 is 2.32%, and YTD is 12.65%, and 2024 is -17.55%.

About Aldebaran Financial Inc. and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Aldebaran Financial Inc. reported an equity portfolio of $108.1 Millions as of 31 Dec, 2025.

The top stock holdings of Aldebaran Financial Inc. are BIL, , AAPL. The fund has invested 7.6% of it's portfolio in SPDR SERIES TRUST and 7.2% of portfolio in BERKSHIRE HATHAWAY INC DEL.

The fund managers got completely rid off DOLLAR GEN CORP NEW (DG) and SPDR S&P MIDCAP 400 ETF TR (MDY) stocks. They significantly reduced their stock positions in VERIZON COMMUNICATIONS INC (VZ), SOFI TECHNOLOGIES INC (SOFI) and PROCTER AND GAMBLE CO (PG). Aldebaran Financial Inc. opened new stock positions in AMAZON COM INC (AMZN) and SYMBOTIC INC (SYM). The fund showed a lot of confidence in some stocks as they added substantially to SELECT SECTOR SPDR TR (XLB), INVESCO EXCHANGE TRADED FD T (CSD) and SPDR SERIES TRUST (BIL).

Aldebaran Financial Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Aldebaran Financial Inc. made a return of 2.32% in the last quarter. In trailing 12 months, it's portfolio return was 12.65%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
amazon com inc5,011,180
symbotic inc206,726
New stocks bought by Aldebaran Financial Inc.

Additions

Ticker% Inc.
select sector spdr tr71.75
invesco exchange traded fd t34.49
spdr series trust22.72
coca cola co16.07
spdr series trust14.12
abbvie inc11.91
southern co8.51
vanguard whitehall fds7.62
Additions to existing portfolio by Aldebaran Financial Inc.

Reductions

Ticker% Reduced
verizon communications inc-30.71
sofi technologies inc-28.31
procter and gamble co-19.6
caterpillar inc-15.12
ecolab inc-13.34
salesforce inc-11.36
palantir technologies inc-10.98
disney walt co-9.78
Aldebaran Financial Inc. reduced stake in above stock

Sold off

Ticker$ Sold
dollar gen corp new-237,085
spdr s&p midcap 400 etf tr-202,650
Aldebaran Financial Inc. got rid off the above stocks

Sector Distribution

Aldebaran Financial Inc. has about 35.9% of it's holdings in Others sector.

Sector%
Others35.9
Technology23.4
Consumer Cyclical8.7
Communication Services7.3
Industrials5.6
Consumer Defensive5.4
Financial Services5.3
Healthcare4.2
Energy2.4

Market Cap. Distribution

Aldebaran Financial Inc. has about 61.8% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
MEGA-CAP40.6
UNALLOCATED35.9
LARGE-CAP21.2
MID-CAP2.3

Stocks belong to which Index?

About 58.6% of the stocks held by Aldebaran Financial Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50058.6
Others41.4
Top 5 Winners (%)%
COHR
coherent corp
72.4 %
SLV
ishares silver tr
60.2 %
LLY
eli lilly & co
40.1 %
GOOG
alphabet inc
29.1 %
GOOG
alphabet inc
28.8 %
Top 5 Winners ($)$
GOOG
alphabet inc
0.8 M
LLY
eli lilly & co
0.6 M
COHR
coherent corp
0.6 M
AAPL
apple inc
0.5 M
BIL
spdr series trust
0.2 M
Top 5 Losers (%)%
XLB
select sector spdr tr
-42.6 %
LNG
cheniere energy inc
-17.4 %
MPC
marathon pete corp
-15.0 %
HD
home depot inc
-14.2 %
PHM
pulte group inc
-10.4 %
Top 5 Losers ($)$
MSFT
microsoft corp
-0.3 M
XLB
select sector spdr tr
-0.3 M
FTNT
fortinet inc
-0.3 M
LNG
cheniere energy inc
-0.2 M
META
meta platforms inc
-0.2 M

Aldebaran Financial Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Aldebaran Financial Inc.

Aldebaran Financial Inc. has 77 stocks in it's portfolio. About 51.9% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Aldebaran Financial Inc. last quarter.

Last Reported on: 23 Jan, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions