13F HOLDINGS REPORT
Aldebaran Financial Inc.
Quarter ended Q3 2025 · Filed November 19, 2025 · Accession 0001062993-25-016944
Total Value
$100.0M
Positions
77
Other Managers
0
Confidential Omitted
No
Holdings (77)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 15,489 | $7.8M | 7.79% |
| 2 | SPDR SERIES TRUST | 78464A805 | 86,299 | $7.0M | 6.96% |
| 3 | APPLE INC | AAPL | 26,235 | $6.7M | 6.68% |
| 4 | FORTINET INC | FTNT | 70,533 | $5.9M | 5.93% |
| 5 | SPDR S&P 500 ETF TR | SPY | 7,786 | $5.2M | 5.19% |
| 6 | MICROSOFT CORP | MSFT | 8,756 | $4.5M | 4.54% |
| 7 | NVIDIA CORPORATION | NVDA | 23,532 | $4.4M | 4.39% |
| 8 | SPDR SERIES TRUST | 78464A854 | 53,162 | $4.2M | 4.17% |
| 9 | JPMORGAN CHASE & CO. | VYLD | 11,628 | $3.7M | 3.67% |
| 10 | ALPHABET INC | GOOG | 11,634 | $2.8M | 2.83% |
| 11 | WASTE MGMT INC DEL | 94106L109 | 11,619 | $2.6M | 2.57% |
| 12 | WALMART INC | WMT | 24,556 | $2.5M | 2.53% |
| 13 | META PLATFORMS INC | META | 3,265 | $2.4M | 2.40% |
| 14 | INVESCO QQQ TR | IVZ | 3,763 | $2.3M | 2.26% |
| 15 | PROCTER AND GAMBLE CO | 742718109 | 12,069 | $1.9M | 1.86% |
| 16 | CROWDSTRIKE HLDGS INC | CRWD | 3,208 | $1.6M | 1.57% |
| 17 | ELI LILLY & CO | LLY | 1,762 | $1.3M | 1.34% |
| 18 | CHENIERE ENERGY INC | LNG | 5,515 | $1.3M | 1.30% |
| 19 | DISNEY WALT CO | 254687106 | 10,499 | $1.2M | 1.20% |
| 20 | NORFOLK SOUTHN CORP | 655844108 | 3,968 | $1.2M | 1.19% |
| 21 | SALESFORCE INC | CRM | 4,446 | $1.1M | 1.05% |
| 22 | LOWES COS INC | 548661107 | 4,085 | $1.0M | 1.03% |
| 23 | INVESCO EXCH TRADED FD TR II | IVZ | 3,984 | $984,526 | 0.98% |
| 24 | JOHNSON & JOHNSON | JNJ | 5,152 | $955,217 | 0.96% |
| 25 | VANGUARD INDEX FDS | 922908769 | 2,900 | $951,705 | 0.95% |
| 26 | INVESCO EXCHANGE TRADED FD T | IVZ | 12,595 | $926,614 | 0.93% |
| 27 | ABBVIE INC | ABBV | 3,820 | $884,483 | 0.88% |
| 28 | COCA COLA CO | KO | 12,817 | $850,011 | 0.85% |
| 29 | HOME DEPOT INC | HD | 2,072 | $839,752 | 0.84% |
| 30 | SPDR SERIES TRUST | 78464A847 | 14,380 | $822,392 | 0.82% |
| 31 | SPDR SERIES TRUST | 78468R853 | 16,994 | $787,162 | 0.79% |
| 32 | COHERENT CORP | COHR | 7,261 | $782,155 | 0.78% |
| 33 | VANGUARD BD INDEX FDS | 921937835 | 10,198 | $758,425 | 0.76% |
| 34 | MCDONALDS CORP | MCD | 2,476 | $752,455 | 0.75% |
| 35 | NORTHROP GRUMMAN CORP | NOC | 1,230 | $749,464 | 0.75% |
| 36 | VANGUARD WHITEHALL FDS | 921946406 | 4,800 | $676,606 | 0.68% |
| 37 | UNION PAC CORP | UNP | 2,801 | $661,992 | 0.66% |
| 38 | SOFI TECHNOLOGIES INC | SOFI | 24,215 | $639,760 | 0.64% |
| 39 | EXXON MOBIL CORP | XOM | 5,617 | $633,336 | 0.63% |
| 40 | FIRST HORIZON CORPORATION | FHN-PH | 27,321 | $617,737 | 0.62% |
| 41 | PULTE GROUP INC | 745867101 | 4,585 | $605,816 | 0.61% |
| 42 | MARATHON PETE CORP | MARA | 3,128 | $602,891 | 0.60% |
| 43 | SCHWAB STRATEGIC TR | 808524797 | 21,500 | $586,950 | 0.59% |
| 44 | VERIZON COMMUNICATIONS INC | VZ | 12,372 | $543,749 | 0.54% |
| 45 | EASTMAN CHEM CO | EMN | 8,529 | $537,761 | 0.54% |
| 46 | ALPHABET INC | GOOG | 2,150 | $522,665 | 0.52% |
| 47 | TESLA INC | TSLA | 1,126 | $500,755 | 0.50% |
| 48 | DIGITAL RLTY TR INC | 253868103 | 2,735 | $472,827 | 0.47% |
| 49 | CATERPILLAR INC | CAT | 893 | $426,095 | 0.43% |
| 50 | DUKE ENERGY CORP NEW | DUKB | 3,435 | $425,081 | 0.43% |
| 51 | ECOLAB INC | ECL | 1,499 | $410,397 | 0.41% |
| 52 | UNITEDHEALTH GROUP INC | UNH | 1,160 | $400,548 | 0.40% |
| 53 | SELECT SECTOR SPDR TR | 81369Y803 | 1,416 | $399,114 | 0.40% |
| 54 | VANGUARD WHITEHALL FDS | 921946794 | 4,600 | $389,528 | 0.39% |
| 55 | REGIONS FINANCIAL CORP NEW | RF-PF | 14,416 | $380,143 | 0.38% |
| 56 | PALANTIR TECHNOLOGIES INC | PLTR | 2,050 | $373,961 | 0.37% |
| 57 | ENERGY TRANSFER L P | ET-PI | 21,625 | $371,085 | 0.37% |
| 58 | TRUIST FINL CORP | 89832Q109 | 7,728 | $353,324 | 0.35% |
| 59 | ISHARES TR | 464287614 | 694 | $325,077 | 0.33% |
| 60 | COSTCO WHSL CORP NEW | 22160K105 | 350 | $323,971 | 0.32% |
| 61 | SPDR DOW JONES INDL AVERAGE | 78467X109 | 693 | $321,372 | 0.32% |
| 62 | ISHARES TR | 46435U853 | 8,500 | $321,130 | 0.32% |
| 63 | ISHARES SILVER TR | SLV | 7,300 | $309,301 | 0.31% |
| 64 | TJX COS INC NEW | 872540109 | 2,129 | $307,797 | 0.31% |
| 65 | STARBUCKS CORP | SBUX | 3,324 | $281,189 | 0.28% |
| 66 | PACKAGING CORP AMER | 695156109 | 1,200 | $261,516 | 0.26% |
| 67 | PALO ALTO NETWORKS INC | PANW | 1,263 | $257,172 | 0.26% |
| 68 | KROGER CO | KR | 3,770 | $254,136 | 0.25% |
| 69 | FEDEX CORP | FDX | 1,050 | $247,601 | 0.25% |
| 70 | DOLLAR GEN CORP NEW | 256677105 | 2,294 | $237,085 | 0.24% |
| 71 | VANGUARD INDEX FDS | 922908363 | 368 | $225,144 | 0.23% |
| 72 | SOUTHERN CO | SOMN | 2,350 | $222,710 | 0.22% |
| 73 | ELEVANCE HEALTH INC FORMERLY | ELV | 686 | $221,689 | 0.22% |
| 74 | ISHARES TR | 464287291 | 2,055 | $212,097 | 0.21% |
| 75 | FIDELITY COVINGTON TRUST | 316092840 | 3,762 | $209,581 | 0.21% |
| 76 | TOWNEBANK PORTSMOUTH VA | 89214P109 | 6,000 | $207,420 | 0.21% |
| 77 | SPDR S&P MIDCAP 400 ETF TR | MDY | 340 | $202,650 | 0.20% |