Latest Aldebaran Financial Inc. Stock Portfolio
Aldebaran Financial Inc. Performance:
2025 Q3: 5.36%YTD: 10.1%2024: -17.55%
Performance for 2025 Q3 is 5.36%, and YTD is 10.1%, 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 $100 Millions as of 30 Sep, 2025.
The top stock holdings of Aldebaran Financial Inc. are , BIL, AAPL. The fund has invested 7.8% of it's portfolio in BERKSHIRE HATHAWAY INC DEL and 7% of portfolio in SPDR SERIES TRUST.
The fund managers got completely rid off MICROSTRATEGY INC (MSTR), CENTENE CORP DEL (CNC) and AT&T INC (T) stocks. They significantly reduced their stock positions in STARBUCKS CORP (SBUX), JOHNSON & JOHNSON (JNJ) and VERIZON COMMUNICATIONS INC (VZ). Aldebaran Financial Inc. opened new stock positions in PACKAGING CORP AMER (PKG), PALO ALTO NETWORKS INC (PANW) and DOLLAR GEN CORP NEW (DG). The fund showed a lot of confidence in some stocks as they added substantially to COSTCO WHSL CORP NEW (COST), CATERPILLAR INC (CAT) and ABBVIE INC (ABBV).
The top stock holdings of Aldebaran Financial Inc. are , BIL, AAPL. The fund has invested 7.8% of it's portfolio in BERKSHIRE HATHAWAY INC DEL and 7% of portfolio in SPDR SERIES TRUST.
The fund managers got completely rid off MICROSTRATEGY INC (MSTR), CENTENE CORP DEL (CNC) and AT&T INC (T) stocks. They significantly reduced their stock positions in STARBUCKS CORP (SBUX), JOHNSON & JOHNSON (JNJ) and VERIZON COMMUNICATIONS INC (VZ). Aldebaran Financial Inc. opened new stock positions in PACKAGING CORP AMER (PKG), PALO ALTO NETWORKS INC (PANW) and DOLLAR GEN CORP NEW (DG). The fund showed a lot of confidence in some stocks as they added substantially to COSTCO WHSL CORP NEW (COST), CATERPILLAR INC (CAT) and ABBVIE INC (ABBV).
Aldebaran Financial Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that Aldebaran Financial Inc. made a return of 5.36% in the last quarter. In trailing 12 months, it's portfolio return was 14.08%.
New Buys
| Ticker | $ Bought |
|---|---|
| packaging corp amer | 261,516 |
| palo alto networks inc | 257,172 |
| dollar gen corp new | 237,085 |
| vanguard index fds | 225,144 |
| ishares tr | 212,097 |
| fidelity covington trust | 209,581 |
| spdr s&p midcap 400 etf tr | 202,650 |
New stocks bought by Aldebaran Financial Inc.
Additions
| Ticker | % Inc. |
|---|---|
| costco whsl corp new | 37.25 |
| caterpillar inc | 36.13 |
| abbvie inc | 25.04 |
| eli lilly & co | 22.11 |
| northrop grumman corp | 20.94 |
| unitedhealth group inc | 18.61 |
| spdr series trust | 18.24 |
| spdr series trust | 18.2 |
Additions to existing portfolio by Aldebaran Financial Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| starbucks corp | -11.41 |
| johnson & johnson | -9.15 |
| verizon communications inc | -8.91 |
| digital rlty tr inc | -8.04 |
| vanguard index fds | -6.54 |
| truist finl corp | -5.88 |
| norfolk southn corp | -4.8 |
| fedex corp | -4.55 |
Aldebaran Financial Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| at&t inc | -202,406 |
| centene corp del | -279,053 |
| microstrategy inc | -308,023 |
Aldebaran Financial Inc. got rid off the above stocks
Sector Distribution
Aldebaran Financial Inc. has about 36% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 36 |
| Technology | 25.6 |
| Communication Services | 7.5 |
| Consumer Defensive | 6.1 |
| Industrials | 5.8 |
| Financial Services | 5.7 |
| Consumer Cyclical | 4.6 |
| Healthcare | 3.8 |
| Energy | 2.9 |
Market Cap. Distribution
Aldebaran Financial Inc. has about 62% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 37.5 |
| UNALLOCATED | 36 |
| LARGE-CAP | 24.5 |
| MID-CAP | 2 |
Stocks belong to which Index?
About 58.4% of the stocks held by Aldebaran Financial Inc. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 58.4 |
| Others | 41.6 |
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 52.2% of the portfolio is in top 10 stocks. FTNT proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Aldebaran Financial Inc. last quarter.
Last Reported on: 19 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 6.68 | 26,235 | 6,680,230 | added | 6.25 | ||
| ABBV | abbvie inc | 0.88 | 3,820 | 884,483 | added | 25.04 | ||
| BAB | invesco exch traded fd tr ii | 0.98 | 3,984 | 984,526 | added | 1.01 | ||
| BGRN | ishares tr | 0.32 | 8,500 | 321,130 | unchanged | 0.00 | ||
| BIL | spdr series trust | 6.96 | 86,299 | 6,959,980 | added | 18.2 | ||
| BIL | spdr series trust | 4.17 | 53,162 | 4,164,730 | added | 18.24 | ||
| BIL | spdr series trust | 0.82 | 14,380 | 822,392 | added | 4.54 | ||
| BIL | spdr series trust | 0.79 | 16,994 | 787,162 | reduced | -0.7 | ||
| BIV | vanguard bd index fds | 0.76 | 10,198 | 758,425 | added | 12.1 | ||
| CAT | caterpillar inc | 0.43 | 893 | 426,095 | added | 36.13 | ||
| CNC | centene corp del | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| COHR | coherent corp | 0.78 | 7,261 | 782,155 | reduced | -2.68 | ||
| COST | costco whsl corp new | 0.32 | 350 | 323,971 | added | 37.25 | ||
| CRM | salesforce inc | 1.05 | 4,446 | 1,053,720 | added | 6.47 | ||
| CRWD | crowdstrike hldgs inc | 1.57 | 3,208 | 1,573,140 | added | 11.31 | ||
| CSD | invesco exchange traded fd t | 0.93 | 12,595 | 926,614 | added | 17.88 | ||
| DG | dollar gen corp new | 0.24 | 2,294 | 237,085 | new | |||
| DIA | spdr dow jones indl average | 0.32 | 693 | 321,372 | reduced | -1.42 | ||
| DIS | disney walt co | 1.20 | 10,499 | 1,202,160 | added | 1.45 | ||
| DLR | digital rlty tr inc | 0.47 | 2,735 | 472,827 | reduced | -8.04 | ||