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CIK: 0001448430
Total reported value
$133.1M
$133.1M
35 檔
40.3%
The Q4 2025 SEC filing reveals that Aldebaran Capital, LLC held a total portfolio value of $133.1M, covering 35 public equity positions.
In Q4 2025, Aldebaran Capital, LLC adopted a defensive or profit-taking posture, trimming 25 positions and completely liquidating 1 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including BRK-B, LLY, MSFT) accounted for 40.3% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 18.11% | +0.89% | -4.09% | |
| 2 | LLY | Eli Lilly & Co | Stock-Healthcare | 8.70% | +1.79% | +16.05% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 7.87% | -0.14% | -4.52% | |
| 4 | BG | Bunge Global SA | Stock-Consumer Staples | 7.51% | -1.23% | -3.39% | |
| 5 | OXY | Occidental Petroleum CORP | Stock-Energy | 5.89% | -2.80% | -5.17% | |
| 6 | BAC | Bank Of America CORP | Stock-Financials | 5.19% | +0.48% | -3.07% | |
| 7 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 5.08% | +0.43% | +2.22% | |
| 8 | SU | Suncor Energy Inc | Stock-Energy | 4.59% | -1.11% | -3.67% | |
| 9 | CVX | Chevron CORP | Stock-Energy | 3.62% | -0.94% | -3.79% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.26% | +0.23% | -1.74% | |
| 11 | CATO | Cato Corp-class A | Stock-Other | 2.89% | +0.30% | +1.10% | |
| 12 | ACRS | Aclaris Therapeutics Inc | Stock-Other | 2.58% | +1.00% | -3.39% | |
| 13 | BCI | Abrdn Bloomberg All Commodit | ETF-Other | 2.52% | -0.28% | -3.37% | |
| 14 | FCX | Freeport-mcmoran Inc | Stock-Materials | 2.22% | +0.09% | -5.60% | |
| 15 | VZ | Verizon Communications Inc | Stock-Comm Services | 2.19% | -2.30% | EXIT | |
| 16 | AMLX | Amylyx Pharmaceuticals Inc | Stock-Other | 2.15% | +0.54% | -2.92% | |
| 17 | CENX | Century Aluminum Company | Stock-Materials | 2.03% | -0.78% | -3.13% | |
| 18 | MOH | Molina Healthcare Inc | Stock-Healthcare | 1.97% | +0.87% | — | |
| 19 | SIRI | Sirius Xm Holdings Inc | Stock-Comm Services | 1.91% | +0.49% | -5.11% | |
| 20 | ENB | Enbridge Inc | Stock-Energy | 1.72% | -0.04% | -3.12% | |
| 21 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.35% | +0.03% | — | |
| 22 | PATK | Patrick Industries Inc | Stock-Consumer Disc | 1.35% | -0.26% | -2.12% | |
| 23 | RELL | Richardson Elec LTD | Stock-Other | 1.16% | +0.55% | -17.21% | |
| 24 | TECX | Tectonic Therapeutic Inc | Stock-Other | 0.70% | +0.07% | -2.98% | |
| 25 | PMVP | Pmv Pharmaceuticals Inc | Stock-Other | 0.54% | +0.02% | -5.19% | |
| 26 | 2KZ0 | Kezar Life Sciences Inc | Stock-Other | 0.45% | -0.46% | EXIT | |
| 27 | ✓ | Stock-Other | 0.39% | +0.37% | -4.07% | ||
| 28 | ✓ | Duke Energy Corp New | Stock-Other | 0.38% | -0.02% | — | |
| 29 | AEP | American Electric Power Company, Inc. | Stock-Utilities | 0.35% | +0.08% | -0.40% | |
| 30 | F | Ford Motor Co | Stock-Consumer Disc | 0.32% | +0.05% | -2.31% | |
| 31 | MBIN | Merchants Bancorp/in | Stock-Other | 0.31% | +0.05% | — | |
| 32 | AVIR | Atea Pharmaceuticals Inc | Stock-Other | 0.29% | -0.06% | — | |
| 33 | GEV | GE Vernova Inc | Stock-Industrials | 0.19% | +0.07% | — | |
| 34 | IMA | Imagenebio Inc | Stock-Other | 0.12% | +0.01% | -2.52% | |
| 35 | OKUR | Onkure Therapeutics Inc-a | Stock-Other | 0.11% | +0.01% | -6.17% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | +3.3% | +16.05% | Add |
| 2 | ACRS | Aclaris Therapeutics Inc | +0.9% | -3.39% | Trim |
| 3 | CENX | Century Aluminum Company | +0.4% | -3.13% | Trim |
| 4 | FCX | Freeport-mcmoran Inc | +0.4% | -5.60% | Trim |
| 5 | BG | Bunge Global SA | +0.3% | -3.39% | Trim |
| 6 | TECX | Tectonic Therapeutic Inc | +0.2% | -2.98% | Trim |
| 7 | BAC | Bank Of America CORP | 0% | -3.07% | Trim |
| 8 | IWS | Ishares Russell Mid-cap Valu | 0% | +2.22% | Add |
| 9 | F | Ford Motor Co | 0% | -2.31% | Trim |
| 10 | MBIN | Merchants Bancorp/in | 0% | — | Unchanged |
| 11 | PATK | Patrick Industries Inc | — | -2.12% | Trim |
| 12 | GEV | GE Vernova Inc | — | — | Unchanged |
| 13 | AEP | American Electric Power Company, Inc. | — | -0.40% | Trim |
| 14 | OKUR | Onkure Therapeutics Inc-a | — | -6.17% | Trim |
| 15 | SU | Suncor Energy Inc | 0% | -3.67% | Trim |
| 16 | IMA | Imagenebio Inc | 0% | -2.52% | Trim |
| 17 | ✓ | Duke Energy Corp New | 0% | — | Unchanged |
| 18 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | — | Unchanged |
| 19 | ✓ | -0.1% | -4.07% | Trim | |
| 20 | JPM | Jpmorgan Chase & Co | -0.1% | -1.74% | Trim |
| 21 | PMVP | Pmv Pharmaceuticals Inc | -0.1% | -5.19% | Trim |
| 22 | RELL | Richardson Elec LTD | -0.1% | -17.21% | Trim |
| 23 | ENB | Enbridge Inc | -0.2% | -3.12% | Trim |
| 24 | CVX | Chevron CORP | -0.3% | -3.79% | Trim |
| 25 | VZ | Verizon Communications Inc | -0.4% | -5.43% | Trim |
| 26 | AMLX | Amylyx Pharmaceuticals Inc | -0.4% | -2.92% | Trim |
| 27 | BCI | Abrdn Bloomberg All Commodit | -0.4% | -3.37% | Trim |
| 28 | SIRI | Sirius Xm Holdings Inc | -0.5% | -5.11% | Trim |
| 29 | CATO | Cato Corp-class A | -1.1% | +1.10% | Add |
| 30 | MSFT | Microsoft CORP | -1.2% | -4.52% | Trim |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | -1.2% | -4.09% | Trim |
| 32 | OXY | Occidental Petroleum CORP | -1.4% | -5.17% | Trim |
| 33 | MOH | Molina Healthcare Inc | — | NEW | New buy |
| 34 | TECK | Teck Resources Ltd-cls B | — | EXIT | Sold out |
| 35 | 2KZ0 | Kezar Life Sciences Inc | — | NEW | New buy |
| 36 | AVIR | Atea Pharmaceuticals Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Aldebaran Capital, LLC reported a total U.S. public equity portfolio value of $133.1M across 35 disclosed positions in Q4 2025.
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Top New Position Initiated
MOH
市值: $2.2M
Top Position Liquidated / Trimmed
TECK
前期市值: $533.7K
During Q4 2025, Aldebaran Capital, LLC's top holdings by market value included BRK-B (18.1%)、LLY (8.7%)、MSFT (7.9%). The largest single position, BRK-B, represented 18.1% of total portfolio value.
In Q4 2025, Aldebaran Capital, LLC made 32 total portfolio adjustments, initiating 3 new buys, adding to 3 positions, trimming 25 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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