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CIK: 0001353110
Total reported value
$123.2M
$123.2M
70 檔
23.8%
At the close of Q1 2025, Aldebaran Financial Inc. disclosed equity holdings valued at approximately $123.2M, spread across 70 reported holdings.
In Q1 2025, Aldebaran Financial Inc. displayed an active expansion posture, initiating 70 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 10.15% | -0.75% | -1.12% | |
| 2 | FTNT | Fortinet Inc | Stock-Tech | 8.53% | +2.71% | -1.30% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 6.57% | -0.14% | -1.66% | |
| 4 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 5.70% | +0.23% | -1.97% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.88% | -0.51% | -0.14% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.76% | -0.34% | +2.33% | |
| 7 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.54% | +0.69% | +4.83% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.35% | -0.07% | +0.63% | |
| 9 | WM | Waste Management Inc | Stock-Industrials | 3.08% | -0.36% | +6.18% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.86% | -0.16% | +3.65% | |
| 11 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.59% | -0.22% | +0.27% | |
| 12 | WMT | Walmart Inc | Stock-Consumer Staples | 2.46% | -0.61% | +3.81% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.21% | -0.28% | +1.59% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.99% | +0.21% | +0.39% | |
| 15 | LNG | Cheniere Energy Inc | Stock-Energy | 1.63% | -0.40% | +5.99% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.62% | +0.14% | +3.48% | |
| 17 | CRM | Salesforce Inc | Stock-Tech | 1.37% | -0.21% | +0.72% | |
| 18 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.31% | +0.59% | +0.36% | |
| 19 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.26% | +0.33% | -0.79% | |
| 20 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.26% | -0.16% | -0.69% | |
| 21 | NSC | Norfolk Southern CORP | Stock-Industrials | 1.21% | -0.09% | — | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.19% | -0.14% | -13.07% | |
| 23 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.09% | -0.18% | -0.39% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.03% | -0.23% | +6.41% | |
| 25 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.00% | -0.02% | +1.56% | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 0.94% | -0.08% | -0.66% | |
| 27 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.92% | +0.11% | +0.03% | |
| 28 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.86% | +0.01% | +2.34% | |
| 29 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.86% | -0.05% | -3.94% | |
| 30 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 0.83% | +0.29% | +11.20% | |
| 31 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.83% | -0.27% | -1.00% | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.83% | -0.30% | +0.05% | |
| 33 | EMN | Eastman Chemical Co | Stock-Materials | 0.82% | -0.17% | +0.26% | |
| 34 | UNP | Union Pacific CORP | Stock-Industrials | 0.79% | -0.03% | -3.52% | |
| 35 | ABBV | Abbvie Inc | Stock-Healthcare | 0.78% | +0.04% | +14.30% | |
| 36 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.76% | -0.07% | +0.35% | |
| 37 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.75% | -0.10% | -2.16% | |
| 38 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.74% | -0.08% | — | |
| 39 | FHN | First Horizon CORP | Stock-Financials | 0.67% | -0.02% | -0.10% | |
| 40 | BND | Vanguard Total Bond Market | ETF-Other | 0.63% | -0.04% | +22.74% | |
| 41 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.63% | +0.06% | — | |
| 42 | PHM | Pultegroup Inc | Stock-Consumer Disc | 0.62% | — | -19.08% | |
| 43 | COHR | Coherent CORP | Stock-Tech | 0.60% | +0.53% | — | |
| 44 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.56% | -0.09% | — | |
| 45 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.53% | — | -0.16% | |
| 46 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.53% | -0.08% | — | |
| 47 | DUK | Duke Energy CORP | Stock-Utilities | 0.53% | -0.07% | -0.37% | |
| 48 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.53% | -0.27% | +1.81% | |
| 49 | ET | Energy Transfer LP | Stock-Energy | 0.49% | -0.07% | +5.93% | |
| 50 | ECL | Ecolab Inc | Stock-Materials | 0.45% | -0.03% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 2 | FTNT | Fortinet Inc | — | NEW | New buy |
| 3 | AAPL | Apple Inc | — | NEW | New buy |
| 4 | SPTM | Ss Spdr P S&p 1500 Comp ETF | — | NEW | New buy |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 6 | MSFT | Microsoft CORP | — | NEW | New buy |
| 7 | SPYM | Ste Str Spdr Pt S&p 500 ETF | — | NEW | New buy |
| 8 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 9 | WM | Waste Management Inc | — | NEW | New buy |
| 10 | NVDA | Nvidia CORP | — | NEW | New buy |
| 11 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 12 | WMT | Walmart Inc | — | NEW | New buy |
| 13 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 14 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 15 | LNG | Cheniere Energy Inc | — | NEW | New buy |
| 16 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 17 | CRM | Salesforce Inc | — | NEW | New buy |
| 18 | CRWD | Crowdstrike Holdings Inc - A | — | NEW | New buy |
| 19 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 20 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 21 | NSC | Norfolk Southern CORP | — | NEW | New buy |
| 22 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 23 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 24 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | New buy |
| 25 | KO | Coca-cola Co/the | — | NEW | New buy |
| 26 | HD | Home Depot Inc | — | NEW | New buy |
| 27 | QQQM | Invesco Nasdaq 100 ETF | — | NEW | New buy |
| 28 | SPMD | Ss Spdr P S&p 400 Midcap ETF | — | NEW | New buy |
| 29 | SPSM | Ss Spdr P S&p 600 Small Cap | — | NEW | New buy |
| 30 | XSMO | Invesco S&p Smallcap Momentu | — | NEW | New buy |
| 31 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 32 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 33 | EMN | Eastman Chemical Co | — | NEW | New buy |
| 34 | UNP | Union Pacific CORP | — | NEW | New buy |
| 35 | ABBV | Abbvie Inc | — | NEW | New buy |
| 36 | VYM | Vanguard High Dvd Yield ETF | — | NEW | New buy |
| 37 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 38 | SCHD | Schwab US Dvd Equity ETF | — | NEW | New buy |
| 39 | FHN | First Horizon CORP | — | NEW | New buy |
| 40 | BND | Vanguard Total Bond Market | — | NEW | New buy |
| 41 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 42 | PHM | Pultegroup Inc | — | NEW | New buy |
| 43 | COHR | Coherent CORP | — | NEW | New buy |
| 44 | MPC | Marathon Petroleum CORP | — | NEW | New buy |
| 45 | SBUX | Starbucks CORP | — | NEW | New buy |
| 46 | DLR | Digital Realty Trust Inc | — | NEW | New buy |
| 47 | DUK | Duke Energy CORP | — | NEW | New buy |
| 48 | NOC | Northrop Grumman CORP | — | NEW | New buy |
| 49 | ET | Energy Transfer LP | — | NEW | New buy |
| 50 | ECL | Ecolab Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Aldebaran Financial Inc. reported a total U.S. public equity portfolio value of $123.2M across 70 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BRK-B, FTNT, AAPL) accounted for 23.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
BRK-B
市值: $8.3M
During Q1 2025, Aldebaran Financial Inc.'s top holdings by market value included BRK-B (10.2%)、FTNT (8.5%)、AAPL (6.6%). The largest single position, BRK-B, represented 10.2% of total portfolio value.
In Q1 2025, Aldebaran Financial Inc. made 70 total portfolio adjustments, initiating 70 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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