Aldebaran Financial Inc.
•CIK: 1353110•Filing: Q4 2025
**Aldebaran Financial Inc.** is a actively managed fund with $108M in assets under management, maintaining a diversified portfolio of 77 positions. The strategy exhibits significant conviction in large-cap technology and financial sectors, evidenced by top holdings including SPTM at $8.2M and BRK/B at $7.8M. Notable allocations also include AAPL ($6.8M), FTNT ($5.4M), and SPYM ($5.3M), signaling targeted exposure to growth and defensive value. This concentrated approach suggests a focus on established market leaders across technology, finance, and industrials.
Total AUM
$108.1M
QoQ Performance
+8.1%
Positions
69
Top 10 Concentration
51.9%
Latest Filing
Q4 2025
Top Holdings Allocation
SPTM
BRK/B
AAPL
SPTM7.6%
BRK/B7.2%
AAPL6.3%
FTNT5.0%
SPYM4.9%
SPY4.7%
AMZN4.6%
MSFT4.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other42.8%
Technology21.3%
Financial11.1%
Consumer10.5%
ETF4.9%
Healthcare4.0%
Industrial1.3%
Consumer Staples1.2%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW2 new positions
↑29 increased
↓31 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023