Filed: 5/8/2025ACC: 0001062993-25-008838
📋 What this filing means
ALDEBARAN FINANCIAL INC. filed this quarterly 13F‑HR report disclosing 70 equity positions with a total reported market value of $81.83M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
70
Positions
$81.83M
Total AUM (reported)
686.98K
Total Shares
Allocation by class
COM$46.51M56.8%
CL B NEW$8.31M10.2%
PORTFOLI S&P1500$4.67M5.7%
TR UNIT$3.99M4.9%
PORTFOLIO S&P500$2.90M3.5%
CL A$2.88M3.5%
COM NEW$1.77M2.2%
Portfolio Concentration
Top 3$20.66M25.2%
4–10$22.25M27.2%
11–25$19.01M23.2%
Rest$19.91M24.3%
Top 3 weight
25.2%
Top 10 weight
52.4%
Voting Authority Distribution
Total shares with voting rights: 686.98K
Sole
Full voting authority
686.98K
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole70
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings70
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares15.60K
TypeSH
Market value$8.31M
10.15%
Sole
15.60K
Shared
0.00
None
0.00
FORTINET INC
SOLEShares72.49K
TypeSH
Market value$6.98M
8.53%
Sole
72.49K
Shared
0.00
None
0.00
APPLE INC
SOLEShares24.20K
TypeSH
Market value$5.38M
6.57%
Sole
24.20K
Shared
0.00
None
0.00
SPDR SER TR
SOLEShares68.62K
TypeSH
Market value$4.67M
5.70%
Sole
68.62K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares7.14K
TypeSH
Market value$3.99M
4.88%
Sole
7.14K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares8.20K
TypeSH
Market value$3.08M
3.76%
Sole
8.20K
Shared
0.00
None
0.00
SPDR SER TR
SOLEShares44.06K
TypeSH
Market value$2.90M
3.54%
Sole
44.06K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares11.18K
TypeSH
Market value$2.74M
3.35%
Sole
11.18K
Shared
0.00
None
0.00
WASTE MGMT INC DEL
SOLEShares10.90K
TypeSH
Market value$2.52M
3.08%
Sole
10.90K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares21.62K
TypeSH
Market value$2.34M
2.86%
Sole
21.62K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares12.46K
TypeSH
Market value$2.12M
2.59%
Sole
12.46K
Shared
0.00
None
0.00
WALMART INC
SOLEShares22.91K
TypeSH
Market value$2.01M
2.46%
Sole
22.91K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares3.13K
TypeSH
Market value$1.81M
2.21%
Sole
3.13K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares10.42K
TypeSH
Market value$1.63M
1.99%
Sole
10.42K
Shared
0.00
None
0.00
CHENIERE ENERGY INC
SOLEShares5.77K
TypeSH
Market value$1.33M
1.63%
Sole
5.77K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares2.83K
TypeSH
Market value$1.33M
1.62%
Sole
2.83K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares4.17K
TypeSH
Market value$1.12M
1.37%
Sole
4.17K
Shared
0.00
None
0.00
CROWDSTRIKE HLDGS INC
SOLEShares3.04K
TypeSH
Market value$1.07M
1.31%
Sole
3.04K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares1.25K
TypeSH
Market value$1.03M
1.26%
Sole
1.25K
Shared
0.00
None
0.00
DISNEY WALT CO
SOLEShares10.46K
TypeSH
Market value$1.03M
1.26%
Sole
10.46K
Shared
0.00
None
0.00
NORFOLK SOUTHN CORP
SOLEShares4.17K
TypeSH
Market value$987.1K
1.21%
Sole
4.17K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares5.89K
TypeSH
Market value$977.7K
1.19%
Sole
5.89K
Shared
0.00
None
0.00
LOWES COS INC
SOLEShares3.83K
TypeSH
Market value$894.5K
1.09%
Sole
3.83K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares3.07K
TypeSH
Market value$844.0K
1.03%
Sole
3.07K
Shared
0.00
None
0.00
COCA COLA CO
SOLEShares11.40K
TypeSH
Market value$816.8K
1.00%
Sole
11.40K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 15.60K | SH | $8.31M 10.15% | 15.60K | 0.00 | 0.00 |
FORTINET INCSOLE | COM | 72.49K | SH | $6.98M 8.53% | 72.49K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 24.20K | SH | $5.38M 6.57% | 24.20K | 0.00 | 0.00 |
SPDR SER TRSOLE | PORTFOLI S&P1500 | 68.62K | SH | $4.67M 5.70% | 68.62K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 7.14K | SH | $3.99M 4.88% | 7.14K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 8.20K | SH | $3.08M 3.76% | 8.20K | 0.00 | 0.00 |
SPDR SER TRSOLE | PORTFOLIO S&P500 | 44.06K | SH | $2.90M 3.54% | 44.06K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 11.18K | SH | $2.74M 3.35% | 11.18K | 0.00 | 0.00 |
WASTE MGMT INC DELSOLE | COM | 10.90K | SH | $2.52M 3.08% | 10.90K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 21.62K | SH | $2.34M 2.86% | 21.62K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 12.46K | SH | $2.12M 2.59% | 12.46K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 22.91K | SH | $2.01M 2.46% | 22.91K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 3.13K | SH | $1.81M 2.21% | 3.13K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 10.42K | SH | $1.63M 1.99% | 10.42K | 0.00 | 0.00 |
CHENIERE ENERGY INCSOLE | COM NEW | 5.77K | SH | $1.33M 1.63% | 5.77K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 2.83K | SH | $1.33M 1.62% | 2.83K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 4.17K | SH | $1.12M 1.37% | 4.17K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 3.04K | SH | $1.07M 1.31% | 3.04K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 1.25K | SH | $1.03M 1.26% | 1.25K | 0.00 | 0.00 |
DISNEY WALT COSOLE | COM | 10.46K | SH | $1.03M 1.26% | 10.46K | 0.00 | 0.00 |
NORFOLK SOUTHN CORPSOLE | COM | 4.17K | SH | $987.1K 1.21% | 4.17K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 5.89K | SH | $977.7K 1.19% | 5.89K | 0.00 | 0.00 |
LOWES COS INCSOLE | COM | 3.83K | SH | $894.5K 1.09% | 3.83K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 3.07K | SH | $844.0K 1.03% | 3.07K | 0.00 | 0.00 |
COCA COLA COSOLE | COM | 11.40K | SH | $816.8K 1.00% | 11.40K | 0.00 | 0.00 |
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