Aldebaran Financial Inc. Top Holdings and 13F Report (2025) About Aldebaran Financial Inc.Investment ActivityAldebaran Financial Inc. has $90.36 million in total holdings as of June 30, 2025.Aldebaran Financial Inc. owns shares of 73 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 3.54% of the portfolio was purchased this quarter.About 0.46% of the portfolio was sold this quarter.This quarter, Aldebaran Financial Inc. has purchased 70 new stocks and bought additional shares in 34 stocks.Aldebaran Financial Inc. sold shares of 17 stocks and completely divested from 0 stocks this quarter.Largest Holdings Fortinet $7,722,027Berkshire Hathaway $7,553,400SPDR Portfolio S&P 1500 Composite Stock Market ETF $5,468,018Apple $5,066,086SPDR S&P 500 ETF Trust $4,719,138 Largest New Holdings this Quarter 594972408 - MicroStrategy $308,023 Holding69608A108 - PALANTIR TECHNOLOGIES INC $291,043 Holding00206R102 - AT&T $202,406 Holding Largest Purchases this Quarter Invesco QQQ 662 shares (about $365.19K)SPDR Portfolio S&P 1500 Composite Stock Market ETF 4,397 shares (about $329.29K)MicroStrategy 762 shares (about $308.02K)SPDR S&P 500 ETF Trust 498 shares (about $307.69K)PALANTIR TECHNOLOGIES INC 2,135 shares (about $291.04K) Largest Sales this Quarter SoFi Technologies 6,400 shares (about $116.54K)CrowdStrike 157 shares (about $79.96K)Starbucks 708 shares (about $64.88K)Johnson & Johnson 224 shares (about $34.22K)Berkshire Hathaway 49 shares (about $23.80K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAldebaran Financial Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorFTNTFortinet$7,722,027$58,569 ▲0.8%73,0428.5%Computer and TechnologyBRK.BBerkshire Hathaway$7,553,400$23,803 ▼-0.3%15,5498.4%FinanceSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$5,468,018$329,291 ▲6.4%73,0146.1%ETFAAPLApple$5,066,086$100,739 ▲2.0%24,6925.6%Computer and TechnologySPYSPDR S&P 500 ETF Trust$4,719,138$307,689 ▲7.0%7,6385.2%FinanceMSFTMicrosoft$4,173,808$93,017 ▲2.3%8,3914.6%Computer and TechnologyNVDANVIDIA$3,557,293$140,927 ▲4.1%22,5163.9%Computer and TechnologyJPMJPMorgan Chase & Co.$3,333,115$92,772 ▲2.9%11,4973.7%FinanceSPLGSPDR Portfolio S&P 500 ETF$3,268,132$65,493 ▲2.0%44,9603.6%ETFWMWaste Management$2,531,650$37,755 ▲1.5%11,0642.8%Business ServicesMETAMeta Platforms$2,435,738$124,001 ▲5.4%3,3002.7%Computer and TechnologyWMTWalmart$2,303,518$63,166 ▲2.8%23,5582.5%Retail/WholesalePGProcter & Gamble$1,985,756$797 ▲0.0%12,4642.2%Consumer StaplesGOOGAlphabet$1,981,681$132,514 ▲7.2%11,1712.2%Computer and TechnologyQQQInvesco QQQ$1,924,672$365,186 ▲23.4%3,4892.1%FinanceCRWDCrowdStrike$1,467,831$79,962 ▼-5.2%2,8821.6%Computer and TechnologyCHENIERE ENERGY INC$1,396,306$8,279 ▼-0.6%5,7341.5%COM NEWDISWalt Disney$1,283,418$13,145 ▼-1.0%10,3491.4%Consumer DiscretionaryCRMSalesforce$1,138,689$273 ▲0.0%4,1761.3%Computer and TechnologyLLYEli Lilly and Company$1,124,862$148,890 ▲15.3%1,4431.2%MedicalNSCNorfolk Southern$1,066,7550.0%4,1681.2%TransportationVTIVanguard Total Stock Market ETF$943,104$9,726 ▲1.0%3,1031.0%ETFQQQMInvesco NASDAQ 100 ETF$895,682$13,172 ▲1.5%3,9441.0%ETFJNJJohnson & Johnson$866,252$34,216 ▼-3.8%5,6711.0%MedicalLOWLowe's Companies$839,865$11,095 ▼-1.3%3,7850.9%Retail/WholesaleKOCocaCola$807,952$1,061 ▲0.1%11,4200.9%Consumer StaplesHDHome Depot$771,569$1,834 ▼-0.2%2,1040.9%Retail/WholesaleSPMDSPDR Portfolio S&P 400 Mid Cap ETF$747,997$2,719 ▼-0.4%13,7550.8%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$729,056$5,921 ▼-0.8%17,1140.8%ETFXSMOInvesco S&P SmallCap Momentum ETF$726,794$12,584 ▼-1.7%10,6850.8%ETFBNDVanguard Total Bond Market ETF$669,812$152,709 ▲29.5%9,0970.7%ETFCOHRCoherent$665,596$8,921 ▼-1.3%7,4610.7%Business ServicesVYMVanguard High Dividend Yield ETF$643,851$133 ▲0.0%4,8300.7%ETFMCDMcDonald's$638,519$584 ▲0.1%2,1850.7%Retail/WholesaleUNPUnion Pacific$630,3410.0%2,7400.7%TransportationXOMExxon Mobil$620,256$4,743 ▲0.8%5,7540.7%EnergyFHNFirst Horizon$599,982$466 ▲0.1%28,3010.7%FinanceEMNEastman Chemical$588,822$16,873 ▲3.0%7,8870.7%Basic MaterialsVZVerizon Communications$587,6930.0%13,5820.7%Computer and TechnologySCHDSchwab US Dividend Equity ETF$570,3860.0%21,5240.6%ETFABBVAbbVie$567,069$1,856 ▲0.3%3,0550.6%MedicalMPCMarathon Petroleum$519,5920.0%3,1280.6%EnergyDLRDigital Realty Trust$518,457$8,716 ▼-1.7%2,9740.6%FinanceNOCNorthrop Grumman$508,480$87,497 ▲20.8%1,0170.6%AerospacePHMPulteGroup$495,662$21,092 ▼-4.1%4,7000.5%ConstructionSOFISoFi Technologies$459,347$116,544 ▼-20.2%25,2250.5%FinanceDUKDuke Energy$417,1300.0%3,5350.5%UtilitiesECLEcolab$391,0380.0%1,4510.4%Basic MaterialsETEnergy Transfer$388,4350.0%21,4250.4%EnergyTSLATesla$372,933$17,471 ▲4.9%1,1740.4%Auto/Tires/TrucksGOOGLAlphabet$371,4930.0%2,1080.4%Computer and TechnologyVYMIVanguard International High Dividend Yield ETF$369,6280.0%4,6140.4%ETFXLKTechnology Select Sector SPDR Fund$362,372$1,266 ▲0.4%1,4310.4%ETFTFCTruist Financial$352,991$21,495 ▲6.5%8,2110.4%FinanceSBUXStarbucks$343,823$64,879 ▼-15.9%3,7520.4%Retail/WholesaleRFRegions Financial$340,330$376 ▲0.1%14,4700.4%FinanceUSHYiShares Broad USD High Yield Corporate Bond ETF$318,8350.0%8,5000.4%ETFDIASPDR Dow Jones Industrial Average ETF Trust$309,777$6,610 ▲2.2%7030.3%FinanceMSTRMicroStrategy$308,023$308,023 ▲New Holding7620.3%Computer and TechnologyUNHUnitedHealth Group$305,1070.0%9780.3%MedicalIWFiShares Russell 1000 Growth ETF$294,6590.0%6940.3%ETFPALANTIR TECHNOLOGIES INC$291,043$291,043 ▲New Holding2,1350.3%CL ACNCCentene$279,0530.0%5,1410.3%MedicalKRKroger$275,802$2,869 ▼-1.0%3,8450.3%Retail/WholesaleELVElevance Health$266,479$389 ▲0.1%6850.3%MedicalTJXTJX Companies$262,307$741 ▲0.3%2,1240.3%Retail/WholesaleCATCaterpillar$254,6660.0%6560.3%IndustrialsCOSTCostco Wholesale$252,4350.0%2550.3%Retail/WholesaleFDXFedEx$250,0410.0%1,1000.3%TransportationSLViShares Silver Trust$232,951$820 ▼-0.4%7,1000.3%ETFSOSouthern$224,9840.0%2,4500.2%UtilitiesTOWNTowne Bank$205,0800.0%6,0000.2%FinanceTAT&T$202,406$202,406 ▲New Holding6,9940.2%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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