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CIK: 0001353110
Total reported value
$123.2M
$123.2M
73 檔
24.0%
During the Q4 2024 filing period, Aldebaran Financial Inc. (CIK: 0001353110) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $123.2M across 73 reported positions.
Aldebaran Financial Inc. executed strategic sector rebalancing during Q4 2024, establishing 10 new positions while fully exiting 5 holdings and trimming 33 positions.
In terms of portfolio concentration, the top 5 core holdings (including BRK-B, FTNT, AAPL) accounted for 24.0% of total reported equity market value during Q4 2024.
Top New Position Initiated
VTEB
市值: $811.8K
Top Position Liquidated / Trimmed
AMWL
前期市值: $4.1M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 8.34% | -0.75% | -0.76% | |
| 2 | FTNT | Fortinet Inc | Stock-Tech | 8.17% | +2.71% | -6.45% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 7.25% | -0.14% | -16.04% | |
| 4 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 5.86% | +0.23% | +4.60% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.92% | -0.51% | -14.94% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.98% | -0.34% | +4.62% | |
| 7 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.40% | +0.69% | +10.15% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 3.35% | -0.16% | +0.51% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.11% | -0.07% | +0.78% | |
| 10 | WM | Waste Management Inc | Stock-Industrials | 2.43% | -0.36% | -8.43% | |
| 11 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.43% | -0.22% | -6.01% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.34% | +0.21% | -0.17% | |
| 13 | WMT | Walmart Inc | Stock-Consumer Staples | 2.34% | -0.61% | -0.80% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.13% | -0.28% | +8.06% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.65% | +0.14% | +1.45% | |
| 16 | CRM | Salesforce Inc | Stock-Tech | 1.63% | -0.21% | -12.46% | |
| 17 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.36% | -0.16% | -5.71% | |
| 18 | LNG | Cheniere Energy Inc | Stock-Energy | 1.36% | -0.40% | +4.75% | |
| 19 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.24% | +0.59% | -1.66% | |
| 20 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.14% | +0.33% | +15.46% | |
| 21 | NSC | Norfolk Southern CORP | Stock-Industrials | 1.14% | -0.09% | -2.34% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.14% | -0.14% | -5.65% | |
| 23 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.11% | -0.18% | -1.28% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.98% | -0.23% | -10.04% | |
| 25 | HD | Home Depot Inc | Stock-Consumer Disc | 0.97% | -0.08% | -0.61% | |
| 26 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.96% | +0.11% | — | |
| 27 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.95% | — | — | |
| 28 | MUB | Ishares National Muni Bond E | ETF-Other | 0.95% | — | — | |
| 29 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.94% | -0.05% | -0.72% | |
| 30 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.86% | +0.01% | -0.37% | |
| 31 | COHR | Coherent CORP | Stock-Tech | 0.84% | +0.53% | -1.31% | |
| 32 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.81% | -0.02% | -4.11% | |
| 33 | EMN | Eastman Chemical Co | Stock-Materials | 0.81% | -0.17% | +0.21% | |
| 34 | PHM | Pultegroup Inc | Stock-Consumer Disc | 0.77% | — | +12.86% | |
| 35 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.76% | — | — | |
| 36 | UNP | Union Pacific CORP | Stock-Industrials | 0.76% | -0.03% | +5.15% | |
| 37 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 0.75% | +0.29% | +25.14% | |
| 38 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.75% | -0.27% | -12.57% | |
| 39 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.72% | -0.07% | — | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.71% | -0.30% | -1.50% | |
| 41 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.68% | -0.08% | — | |
| 42 | FHN | First Horizon CORP | Stock-Financials | 0.67% | -0.02% | -19.78% | |
| 43 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.64% | -0.10% | -2.08% | |
| 44 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.62% | -0.08% | -3.08% | |
| 45 | SOFI | Sofi Technologies Inc | Stock-Financials | 0.58% | -0.02% | -10.56% | |
| 46 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.58% | +0.06% | — | |
| 47 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.57% | -0.02% | +3.07% | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.55% | +0.04% | +12.88% | |
| 49 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.50% | -0.09% | — | |
| 50 | BND | Vanguard Total Bond Market | ETF-Other | 0.48% | -0.04% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FTNT | Fortinet Inc | +1% | -6.45% | Trim |
| 2 | VTEB | Vanguard Tax-exempt Bond ETF | +1% | NEW | New buy |
| 3 | MUB | Ishares National Muni Bond E | +1% | NEW | New buy |
| 4 | USHY | Ishares Broad Usd High Yield | +0.8% | NEW | New buy |
| 5 | VYM | Vanguard High Dvd Yield ETF | +0.7% | NEW | New buy |
| 6 | SCHD | Schwab US Dvd Equity ETF | +0.7% | NEW | New buy |
| 7 | BND | Vanguard Total Bond Market | +0.5% | NEW | New buy |
| 8 | NVDA | Nvidia CORP | +0.4% | +0.51% | Add |
| 9 | JPM | Jpmorgan Chase & Co | +0.4% | +0.78% | Add |
| 10 | VYMI | Vanguard Int High Dvd Yld In | +0.4% | NEW | New buy |
| 11 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.4% | +10.15% | Add |
| 12 | SPTM | Ss Spdr P S&p 1500 Comp ETF | +0.3% | +4.60% | Add |
| 13 | GOOG | Alphabet Inc-cl C | +0.3% | -0.17% | Trim |
| 14 | FALN | Ishares Fallen Angels ETF | +0.3% | NEW | New buy |
| 15 | LNG | Cheniere Energy Inc | +0.3% | +4.75% | Add |
| 16 | KR | Kroger Co | +0.3% | NEW | New buy |
| 17 | SOFI | Sofi Technologies Inc | +0.3% | -10.56% | Trim |
| 18 | TOWN | Towne Bank | +0.2% | NEW | New buy |
| 19 | WMT | Walmart Inc | +0.2% | -0.80% | Trim |
| 20 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | -1.66% | Trim |
| 21 | TSLA | Tesla Inc | +0.2% | +3.07% | Add |
| 22 | META | Meta Platforms Inc-class A | +0.2% | +8.06% | Add |
| 23 | GOOGL | Alphabet Inc-cl A | +0.2% | +40.53% | Add |
| 24 | XSMO | Invesco S&p Smallcap Momentu | +0.1% | +25.14% | Add |
| 25 | CRM | Salesforce Inc | +0.1% | -12.46% | Trim |
| 26 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +1.45% | Add |
| 27 | MSFT | Microsoft CORP | +0.1% | +4.62% | Add |
| 28 | DIS | Walt Disney Co/the | +0.1% | -5.71% | Trim |
| 29 | ET | Energy Transfer LP | +0.1% | — | Unchanged |
| 30 | QQQM | Invesco Nasdaq 100 ETF | 0% | — | Unchanged |
| 31 | COHR | Coherent CORP | 0% | -1.31% | Trim |
| 32 | TFC | Truist Financial CORP | 0% | +8.79% | Add |
| 33 | DLR | Digital Realty Trust Inc | 0% | -3.08% | Trim |
| 34 | RF | Regions Financial CORP | 0% | +5.73% | Add |
| 35 | FHN | First Horizon CORP | 0% | -19.78% | Trim |
| 36 | IWF | Ishares Russell 1000 Growth | 0% | — | Unchanged |
| 37 | COST | Costco Wholesale CORP | 0% | +2.00% | Add |
| 38 | XLK | Ss Technology Select Sector | 0% | -0.50% | Trim |
| 39 | PKG | Packaging CORP Of America | 0% | — | Unchanged |
| 40 | FDX | Fedex CORP | 0% | — | Unchanged |
| 41 | LLY | Eli Lilly & Co | — | +15.46% | Add |
| 42 | ABBV | Abbvie Inc | — | +12.88% | Add |
| 43 | PEP | Pepsico Inc | — | +10.30% | Add |
| 44 | SPMD | Ss Spdr P S&p 400 Midcap ETF | 0% | -0.37% | Trim |
| 45 | TJX | Tjx Companies Inc | 0% | -4.30% | Trim |
| 46 | UNP | Union Pacific CORP | 0% | +5.15% | Add |
| 47 | DUK | Duke Energy CORP | 0% | +0.65% | Add |
| 48 | CAT | Caterpillar Inc | 0% | -1.83% | Trim |
| 49 | SPSM | Ss Spdr P S&p 600 Small Cap | 0% | -0.72% | Trim |
| 50 | NOC | Northrop Grumman CORP | 0% | +5.35% | Add |
According to official SEC Form 13F filings, Aldebaran Financial Inc. reported a total U.S. public equity portfolio value of $123.2M across 73 disclosed positions in Q4 2024.
During Q4 2024, Aldebaran Financial Inc.'s top holdings by market value included BRK-B (8.3%)、FTNT (8.2%)、AAPL (7.3%). The largest single position, BRK-B, represented 8.3% of total portfolio value.
In Q4 2024, Aldebaran Financial Inc. made 71 total portfolio adjustments, initiating 10 new buys, adding to 23 positions, trimming 33 holdings, and fully liquidating 5 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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