13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001353110
Total reported value
$123.2M
$123.2M
77 檔
26.4%
In Q3 2025, Aldebaran Financial Inc.'s U.S. equity holdings reached a combined market value of $123.2M, distributed across 77 disclosed stock positions.
In Q3 2025, Aldebaran Financial Inc. displayed an active expansion posture, initiating 8 new positions and adding to 39 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including BRK-B, SPTM, AAPL) accounted for 26.4% of total reported equity market value during Q3 2025.
Top New Position Initiated
PLTR
市值: $374.0K
Top Position Liquidated / Trimmed
CNC
前期市值: $312.1K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 7.79% | -0.75% | -0.39% | |
| 2 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 6.96% | +0.23% | +18.20% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 6.68% | -0.14% | +6.25% | |
| 4 | FTNT | Fortinet Inc | Stock-Tech | 5.93% | +2.71% | -3.44% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.19% | -0.51% | +1.94% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 4.54% | -0.34% | +4.35% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 4.39% | -0.16% | +4.51% | |
| 8 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 4.17% | +0.69% | +18.24% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.67% | -0.07% | +1.14% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.83% | +0.21% | +4.14% | |
| 11 | WM | Waste Management Inc | Stock-Industrials | 2.57% | -0.36% | +5.02% | |
| 12 | WMT | Walmart Inc | Stock-Consumer Staples | 2.53% | -0.61% | +4.24% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.40% | -0.28% | -1.06% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.26% | +0.14% | +7.85% | |
| 15 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.86% | -0.22% | -3.17% | |
| 16 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.57% | +0.59% | +11.31% | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.34% | +0.33% | +22.11% | |
| 18 | LNG | Cheniere Energy Inc | Stock-Energy | 1.30% | -0.40% | -3.82% | |
| 19 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.20% | -0.16% | +1.45% | |
| 20 | NSC | Norfolk Southern CORP | Stock-Industrials | 1.19% | -0.09% | -4.80% | |
| 21 | CRM | Salesforce Inc | Stock-Tech | 1.05% | -0.21% | +6.47% | |
| 22 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.03% | -0.18% | +7.93% | |
| 23 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.98% | +0.11% | +1.01% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.96% | -0.14% | -9.15% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.95% | -0.23% | -6.54% | |
| 26 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 0.93% | +0.29% | +17.88% | |
| 27 | ABBV | Abbvie Inc | Stock-Healthcare | 0.88% | +0.04% | +25.04% | |
| 28 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.85% | -0.02% | +12.23% | |
| 29 | HD | Home Depot Inc | Stock-Consumer Disc | 0.84% | -0.08% | -1.52% | |
| 30 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.82% | +0.01% | +4.54% | |
| 31 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.79% | -0.05% | -0.70% | |
| 32 | COHR | Coherent CORP | Stock-Tech | 0.78% | +0.53% | -2.68% | |
| 33 | BND | Vanguard Total Bond Market | ETF-Other | 0.76% | -0.04% | +12.10% | |
| 34 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.75% | -0.27% | +13.32% | |
| 35 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.75% | -0.27% | +20.94% | |
| 36 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.68% | -0.07% | -0.62% | |
| 37 | UNP | Union Pacific CORP | Stock-Industrials | 0.66% | -0.03% | +2.23% | |
| 38 | SOFI | Sofi Technologies Inc | Stock-Financials | 0.64% | -0.02% | -4.00% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.63% | -0.30% | -2.38% | |
| 40 | FHN | First Horizon CORP | Stock-Financials | 0.62% | -0.02% | -3.46% | |
| 41 | PHM | Pultegroup Inc | Stock-Consumer Disc | 0.61% | — | -2.45% | |
| 42 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.60% | -0.09% | — | |
| 43 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.59% | -0.08% | -0.11% | |
| 44 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.54% | -0.10% | -8.91% | |
| 45 | EMN | Eastman Chemical Co | Stock-Materials | 0.54% | -0.17% | +8.14% | |
| 46 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.52% | +0.03% | +1.99% | |
| 47 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.50% | -0.02% | -4.09% | |
| 48 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.47% | -0.08% | -8.04% | |
| 49 | CAT | Caterpillar Inc | Stock-Industrials | 0.43% | +0.19% | +36.13% | |
| 50 | DUK | Duke Energy CORP | Stock-Utilities | 0.43% | -0.07% | -2.83% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.5% | +4.51% | Add |
| 2 | SPTM | Ss Spdr P S&p 1500 Comp ETF | +1.3% | +18.20% | Add |
| 3 | GOOG | Alphabet Inc-cl C | +0.8% | +4.14% | Add |
| 4 | MSFT | Microsoft CORP | +0.8% | +4.35% | Add |
| 5 | QQQ | Invesco Qqq Trust Series 1 | +0.6% | +7.85% | Add |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.6% | +18.24% | Add |
| 7 | JPM | Jpmorgan Chase & Co | +0.3% | +1.14% | Add |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +1.94% | Add |
| 9 | CRWD | Crowdstrike Holdings Inc - A | +0.3% | +11.31% | Add |
| 10 | NOC | Northrop Grumman CORP | +0.2% | +20.94% | Add |
| 11 | META | Meta Platforms Inc-class A | +0.2% | -1.06% | Add |
| 12 | SOFI | Sofi Technologies Inc | +0.2% | -4.00% | Trim |
| 13 | COHR | Coherent CORP | +0.2% | -2.68% | Trim |
| 14 | CAT | Caterpillar Inc | +0.2% | +36.13% | Add |
| 15 | TSLA | Tesla Inc | +0.2% | -4.09% | Add |
| 16 | BND | Vanguard Total Bond Market | +0.1% | +12.10% | Add |
| 17 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.99% | Add |
| 18 | AAPL | Apple Inc | +0.1% | +6.25% | Add |
| 19 | ABBV | Abbvie Inc | +0.1% | +25.04% | Add |
| 20 | XSMO | Invesco S&p Smallcap Momentu | +0.1% | +17.88% | Add |
| 21 | LLY | Eli Lilly & Co | +0.1% | +22.11% | Add |
| 22 | WMT | Walmart Inc | +0.1% | +4.24% | Add |
| 23 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +1.01% | Add |
| 24 | MPC | Marathon Petroleum CORP | 0% | — | Unchanged |
| 25 | XLK | Ss Technology Select Sector | 0% | -1.05% | Trim |
| 26 | SLV | Ishares Silver Trust | 0% | +2.82% | Add |
| 27 | COST | Costco Wholesale CORP | 0% | +37.25% | Add |
| 28 | IWF | Ishares Russell 1000 Growth | 0% | — | Unchanged |
| 29 | RF | Regions Financial CORP | — | -0.37% | Trim |
| 30 | PHM | Pultegroup Inc | 0% | -2.45% | Trim |
| 31 | TJX | Tjx Companies Inc | 0% | +0.24% | Add |
| 32 | NSC | Norfolk Southern CORP | 0% | -4.80% | Trim |
| 33 | VYMI | Vanguard Int High Dvd Yld In | 0% | -0.30% | Trim |
| 34 | DIA | Ss Spdr Dow Jones Indus Avg | 0% | -1.42% | Add |
| 35 | SPMD | Ss Spdr P S&p 400 Midcap ETF | 0% | +4.54% | Add |
| 36 | ECL | Ecolab Inc | 0% | +3.31% | Add |
| 37 | TFC | Truist Financial CORP | 0% | -5.88% | Add |
| 38 | TOWN | Towne Bank | 0% | — | Unchanged |
| 39 | FHN | First Horizon CORP | -0.1% | -3.46% | Trim |
| 40 | DIS | Walt Disney Co/the | -0.1% | +1.45% | Add |
| 41 | LOW | Lowe's Cos Inc | -0.1% | +7.93% | Add |
| 42 | DLR | Digital Realty Trust Inc | -0.1% | -8.04% | Trim |
| 43 | USHY | Ishares Broad Usd High Yield | -0.1% | — | Unchanged |
| 44 | SO | Southern Co/the | -0.1% | -4.08% | Trim |
| 45 | SPSM | Ss Spdr P S&p 600 Small Cap | -0.1% | -0.70% | Trim |
| 46 | KR | Kroger Co | -0.1% | -1.95% | Trim |
| 47 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | -6.54% | Trim |
| 48 | MCD | Mcdonald's CORP | -0.1% | +13.32% | Add |
| 49 | VYM | Vanguard High Dvd Yield ETF | -0.1% | -0.62% | Trim |
| 50 | FDX | Fedex CORP | -0.1% | -4.55% | Trim |
According to official SEC Form 13F filings, Aldebaran Financial Inc. reported a total U.S. public equity portfolio value of $123.2M across 77 disclosed positions in Q3 2025.
During Q3 2025, Aldebaran Financial Inc.'s top holdings by market value included BRK-B (7.8%)、SPTM (7.0%)、AAPL (6.7%). The largest single position, BRK-B, represented 7.8% of total portfolio value.
In Q3 2025, Aldebaran Financial Inc. made 74 total portfolio adjustments, initiating 8 new buys, adding to 39 positions, trimming 26 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.
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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.