Aldebaran Financial Inc.
โขCIK: 1353110โขFiling: 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%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other50.0%
Technology21.3%
Consumer10.5%
ETF4.9%
Healthcare4.0%
Financial3.9%
Industrial1.3%
Consumer Staples1.2%
๐ช Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW2 new positions
โ29 increased
โ31 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022