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CIK: 0001353110
Total reported value
$123.2M
$123.2M
77 檔
27.2%
At the close of Q4 2025, Aldebaran Financial Inc. disclosed equity holdings valued at approximately $123.2M, spread across 77 reported holdings.
Aldebaran Financial Inc. executed strategic sector rebalancing during Q4 2025, establishing 2 new positions while fully exiting 2 holdings and trimming 31 positions.
In terms of portfolio concentration, the top 5 core holdings (including SPTM, BRK-B, AAPL) accounted for 27.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
AMZN
市值: $5.0M
Top Position Liquidated / Trimmed
DG
前期市值: $237.1K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 7.58% | +0.23% | +14.12% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 7.23% | -0.75% | +0.15% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 6.34% | -0.14% | -4.44% | |
| 4 | FTNT | Fortinet Inc | Stock-Tech | 4.99% | +2.71% | -4.80% | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 4.88% | +0.69% | +22.72% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.69% | -0.51% | -5.28% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.64% | -0.05% | — | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 4.03% | -0.34% | +2.01% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 4.00% | -0.16% | -2.07% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.54% | -0.07% | +1.74% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.29% | +0.21% | -2.80% | |
| 12 | WMT | Walmart Inc | Stock-Consumer Staples | 2.62% | -0.61% | +3.17% | |
| 13 | WM | Waste Management Inc | Stock-Industrials | 2.40% | -0.36% | +0.46% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.16% | +0.14% | +0.19% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.02% | -0.28% | +0.61% | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.85% | +0.33% | +5.11% | |
| 17 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.37% | +0.59% | -3.12% | |
| 18 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.29% | -0.22% | -19.60% | |
| 19 | COHR | Coherent CORP | Stock-Tech | 1.22% | +0.53% | -2.75% | |
| 20 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 1.15% | +0.29% | +34.49% | |
| 21 | NSC | Norfolk Southern CORP | Stock-Industrials | 1.07% | -0.09% | — | |
| 22 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.01% | -0.16% | -9.78% | |
| 23 | CRM | Salesforce Inc | Stock-Tech | 0.97% | -0.21% | -11.36% | |
| 24 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.96% | -0.02% | +16.07% | |
| 25 | LNG | Cheniere Energy Inc | Stock-Energy | 0.96% | -0.40% | -2.88% | |
| 26 | ABBV | Abbvie Inc | Stock-Healthcare | 0.91% | +0.04% | +11.91% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.91% | -0.14% | -8.25% | |
| 28 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.90% | +0.11% | -4.52% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.90% | -0.23% | -1.21% | |
| 30 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.89% | -0.18% | -3.43% | |
| 31 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.84% | +0.01% | +7.32% | |
| 32 | BND | Vanguard Total Bond Market | ETF-Other | 0.73% | -0.04% | +4.78% | |
| 33 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.72% | -0.05% | -3.01% | |
| 34 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.70% | -0.27% | -0.40% | |
| 35 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.69% | -0.07% | +7.63% | |
| 36 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.64% | -0.27% | -2.44% | |
| 37 | HD | Home Depot Inc | Stock-Consumer Disc | 0.63% | -0.08% | -5.12% | |
| 38 | UNP | Union Pacific CORP | Stock-Industrials | 0.63% | -0.03% | +3.57% | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.62% | +0.03% | — | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.62% | -0.30% | -1.18% | |
| 41 | FHN | First Horizon CORP | Stock-Financials | 0.61% | -0.02% | +0.07% | |
| 42 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.55% | -0.08% | — | |
| 43 | EMN | Eastman Chemical Co | Stock-Materials | 0.55% | -0.17% | +7.40% | |
| 44 | PHM | Pultegroup Inc | Stock-Consumer Disc | 0.52% | — | +3.49% | |
| 45 | SLV | Ishares Silver Trust | ETF-Commodities | 0.49% | -0.17% | +5.48% | |
| 46 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.47% | -0.09% | — | |
| 47 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.47% | -0.02% | — | |
| 48 | SOFI | Sofi Technologies Inc | Stock-Financials | 0.43% | -0.02% | -28.31% | |
| 49 | CAT | Caterpillar Inc | Stock-Industrials | 0.41% | +0.19% | -15.12% | |
| 50 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.39% | -0.08% | -0.55% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.7% | +22.72% | Add |
| 2 | SPTM | Ss Spdr P S&p 1500 Comp ETF | +0.6% | +14.12% | Add |
| 3 | LLY | Eli Lilly & Co | +0.5% | +5.11% | Add |
| 4 | GOOG | Alphabet Inc-cl C | +0.5% | -2.80% | Trim |
| 5 | COHR | Coherent CORP | +0.4% | -2.75% | Trim |
| 6 | XSMO | Invesco S&p Smallcap Momentu | +0.2% | +34.49% | Add |
| 7 | SLV | Ishares Silver Trust | +0.2% | +5.48% | Add |
| 8 | KO | Coca-cola Co/the | +0.1% | +16.07% | Add |
| 9 | GOOGL | Alphabet Inc-cl A | +0.1% | — | Unchanged |
| 10 | WMT | Walmart Inc | +0.1% | +3.17% | Add |
| 11 | ABBV | Abbvie Inc | 0% | +11.91% | Add |
| 12 | SPMD | Ss Spdr P S&p 400 Midcap ETF | 0% | +7.32% | Add |
| 13 | FDX | Fedex CORP | 0% | -4.29% | Trim |
| 14 | VYM | Vanguard High Dvd Yield ETF | 0% | +7.63% | Add |
| 15 | EMN | Eastman Chemical Co | 0% | +7.40% | Add |
| 16 | TFC | Truist Financial CORP | — | — | Unchanged |
| 17 | TJX | Tjx Companies Inc | — | +0.28% | Add |
| 18 | ELV | Elevance Health Inc | — | +0.15% | Add |
| 19 | XOM | Exxon Mobil CORP | 0% | -1.18% | Trim |
| 20 | FHN | First Horizon CORP | 0% | +0.07% | Add |
| 21 | VYMI | Vanguard Int High Dvd Yld In | 0% | — | Unchanged |
| 22 | DIA | Ss Spdr Dow Jones Indus Avg | 0% | -1.44% | Trim |
| 23 | VOO | Vanguard S&p 500 ETF | 0% | — | Unchanged |
| 24 | IXN | Ishares Global Tech ETF | 0% | — | Unchanged |
| 25 | FDVV | Fidelity High Dividend ETF | 0% | — | Unchanged |
| 26 | SO | Southern Co/the | 0% | +8.51% | Add |
| 27 | RF | Regions Financial CORP | 0% | +0.10% | Add |
| 28 | CAT | Caterpillar Inc | 0% | -15.12% | Trim |
| 29 | ET | Energy Transfer LP | 0% | +6.24% | Add |
| 30 | IWF | Ishares Russell 1000 Growth | 0% | — | Unchanged |
| 31 | TOWN | Towne Bank | 0% | — | Unchanged |
| 32 | SBUX | Starbucks CORP | 0% | +0.81% | Add |
| 33 | BND | Vanguard Total Bond Market | 0% | +4.78% | Add |
| 34 | UNP | Union Pacific CORP | 0% | +3.57% | Add |
| 35 | COST | Costco Wholesale CORP | 0% | +2.86% | Add |
| 36 | PKG | Packaging CORP Of America | 0% | — | Unchanged |
| 37 | TSLA | Tesla Inc | 0% | — | Unchanged |
| 38 | USHY | Ishares Broad Usd High Yield | 0% | — | Unchanged |
| 39 | KR | Kroger Co | 0% | -5.30% | Trim |
| 40 | PANW | Palo Alto Networks Inc | 0% | — | Unchanged |
| 41 | SCHD | Schwab US Dvd Equity ETF | 0% | — | Unchanged |
| 42 | JNJ | Johnson & Johnson | -0.1% | -8.25% | Trim |
| 43 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | -1.21% | Trim |
| 44 | MCD | Mcdonald's CORP | -0.1% | -0.40% | Trim |
| 45 | PLTR | Palantir Technologies Inc-a | -0.1% | -10.98% | Trim |
| 46 | XLK | Ss Technology Select Sector | -0.1% | +71.75% | Add |
| 47 | DUK | Duke Energy CORP | -0.1% | -2.91% | Trim |
| 48 | SPSM | Ss Spdr P S&p 600 Small Cap | -0.1% | -3.01% | Trim |
| 49 | UNH | Unitedhealth Group Inc | -0.1% | -9.05% | Trim |
| 50 | DLR | Digital Realty Trust Inc | -0.1% | -0.55% | 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 Q4 2025.
During Q4 2025, Aldebaran Financial Inc.'s top holdings by market value included SPTM (7.6%)、BRK-B (7.2%)、AAPL (6.3%). The largest single position, SPTM, represented 7.6% of total portfolio value.
In Q4 2025, Aldebaran Financial Inc. made 64 total portfolio adjustments, initiating 2 new buys, adding to 29 positions, trimming 31 holdings, and fully liquidating 2 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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