Filed: 11/19/2025ACC: 0001062993-25-016944
📋 What this filing means
ALDEBARAN FINANCIAL INC. filed this quarterly 13F‑HR report disclosing 77 equity positions with a total reported market value of $99.96M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
77
Positions
$99.96M
Total AUM (reported)
727.52K
Total Shares
Allocation by class
COM$54.40M54.4%
CL B NEW$7.79M7.8%
PORTFOLI S&P1500$6.96M7.0%
TR UNIT$5.19M5.2%
CL A$4.34M4.3%
PORTFOLIO S&P500$4.16M4.2%
CAP STK CL C$2.83M2.8%
Portfolio Concentration
Top 3$21.43M21.4%
4–10$30.71M30.7%
11–25$23.19M23.2%
Rest$24.63M24.6%
Top 3 weight
21.4%
Top 10 weight
52.2%
Voting Authority Distribution
Total shares with voting rights: 727.52K
Sole
Full voting authority
727.52K
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)
Sole77
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings77
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares15.49K
TypeSH
Market value$7.79M
7.79%
Sole
15.49K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares86.30K
TypeSH
Market value$6.96M
6.96%
Sole
86.30K
Shared
0.00
None
0.00
APPLE INC
SOLEShares26.23K
TypeSH
Market value$6.68M
6.68%
Sole
26.23K
Shared
0.00
None
0.00
FORTINET INC
SOLEShares70.53K
TypeSH
Market value$5.93M
5.93%
Sole
70.53K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares7.79K
TypeSH
Market value$5.19M
5.19%
Sole
7.79K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares8.76K
TypeSH
Market value$4.54M
4.54%
Sole
8.76K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares23.53K
TypeSH
Market value$4.39M
4.39%
Sole
23.53K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares53.16K
TypeSH
Market value$4.16M
4.17%
Sole
53.16K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares11.63K
TypeSH
Market value$3.67M
3.67%
Sole
11.63K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares11.63K
TypeSH
Market value$2.83M
2.83%
Sole
11.63K
Shared
0.00
None
0.00
WASTE MGMT INC DEL
SOLEShares11.62K
TypeSH
Market value$2.57M
2.57%
Sole
11.62K
Shared
0.00
None
0.00
WALMART INC
SOLEShares24.56K
TypeSH
Market value$2.53M
2.53%
Sole
24.56K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares3.27K
TypeSH
Market value$2.40M
2.40%
Sole
3.27K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares3.76K
TypeSH
Market value$2.26M
2.26%
Sole
3.76K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares12.07K
TypeSH
Market value$1.85M
1.86%
Sole
12.07K
Shared
0.00
None
0.00
CROWDSTRIKE HLDGS INC
SOLEShares3.21K
TypeSH
Market value$1.57M
1.57%
Sole
3.21K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares1.76K
TypeSH
Market value$1.34M
1.34%
Sole
1.76K
Shared
0.00
None
0.00
CHENIERE ENERGY INC
SOLEShares5.51K
TypeSH
Market value$1.30M
1.30%
Sole
5.51K
Shared
0.00
None
0.00
DISNEY WALT CO
SOLEShares10.50K
TypeSH
Market value$1.20M
1.20%
Sole
10.50K
Shared
0.00
None
0.00
NORFOLK SOUTHN CORP
SOLEShares3.97K
TypeSH
Market value$1.19M
1.19%
Sole
3.97K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares4.45K
TypeSH
Market value$1.05M
1.05%
Sole
4.45K
Shared
0.00
None
0.00
LOWES COS INC
SOLEShares4.08K
TypeSH
Market value$1.03M
1.03%
Sole
4.08K
Shared
0.00
None
0.00
INVESCO EXCH TRADED FD TR II
SOLEShares3.98K
TypeSH
Market value$984.5K
0.98%
Sole
3.98K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares5.15K
TypeSH
Market value$955.2K
0.96%
Sole
5.15K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares2.90K
TypeSH
Market value$951.7K
0.95%
Sole
2.90K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 15.49K | SH | $7.79M 7.79% | 15.49K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | PORTFOLI S&P1500 | 86.30K | SH | $6.96M 6.96% | 86.30K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 26.23K | SH | $6.68M 6.68% | 26.23K | 0.00 | 0.00 |
FORTINET INCSOLE | COM | 70.53K | SH | $5.93M 5.93% | 70.53K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 7.79K | SH | $5.19M 5.19% | 7.79K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 8.76K | SH | $4.54M 4.54% | 8.76K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 23.53K | SH | $4.39M 4.39% | 23.53K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | PORTFOLIO S&P500 | 53.16K | SH | $4.16M 4.17% | 53.16K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 11.63K | SH | $3.67M 3.67% | 11.63K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 11.63K | SH | $2.83M 2.83% | 11.63K | 0.00 | 0.00 |
WASTE MGMT INC DELSOLE | COM | 11.62K | SH | $2.57M 2.57% | 11.62K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 24.56K | SH | $2.53M 2.53% | 24.56K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 3.27K | SH | $2.40M 2.40% | 3.27K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 3.76K | SH | $2.26M 2.26% | 3.76K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 12.07K | SH | $1.85M 1.86% | 12.07K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 3.21K | SH | $1.57M 1.57% | 3.21K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 1.76K | SH | $1.34M 1.34% | 1.76K | 0.00 | 0.00 |
CHENIERE ENERGY INCSOLE | COM NEW | 5.51K | SH | $1.30M 1.30% | 5.51K | 0.00 | 0.00 |
DISNEY WALT COSOLE | COM | 10.50K | SH | $1.20M 1.20% | 10.50K | 0.00 | 0.00 |
NORFOLK SOUTHN CORPSOLE | COM | 3.97K | SH | $1.19M 1.19% | 3.97K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 4.45K | SH | $1.05M 1.05% | 4.45K | 0.00 | 0.00 |
LOWES COS INCSOLE | COM | 4.08K | SH | $1.03M 1.03% | 4.08K | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR IISOLE | NASDAQ 100 ETF | 3.98K | SH | $984.5K 0.98% | 3.98K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 5.15K | SH | $955.2K 0.96% | 5.15K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 2.90K | SH | $951.7K 0.95% | 2.90K | 0.00 | 0.00 |
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