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Disclosery

13F-HR filed by Aldebaran Financial Inc.

Aldebaran Financial Inc. filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-14, with 73 holding rows worth $90,357,850.

Accession
0001062993-25-014363
Filer
CIK 1353110
Filed
2025-08-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2025

A holdings report, 73 entries on the cover page, a total value of $90,357,850 stated on the cover page (in dollars after the unit check, H1), rows summing to $90,357,850 with VALUE read as dollars as filed, 13F file number 028-15879. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
FORTINET INC COM34959E109Stock73,042$7,722,027dollars as filed
Berkshire Hathaway Inc084670702COM15,549$7,553,400dollars as filed
SPDR Portfolio S&P 1500 Composite Stock Market ETF78464A805SHS73,014$5,468,018dollars as filed
Apple Inc037833100COM24,692$5,066,086dollars as filed
SPY78462F103SHS7,638$4,719,138dollars as filed
Microsoft Corp594918104COM8,391$4,173,808dollars as filed
NVIDIA Corp67066G104COM22,516$3,557,293dollars as filed
JPMorgan Chase & Co46625H100COM11,497$3,333,115dollars as filed
SPDR SER TR STATE STR SPDR PORT S&P 500 ETF78464A854SHS44,960$3,268,132dollars as filed
Waste Management, Inc.94106L109COM11,064$2,531,650dollars as filed
META PLATFORMS INC CL A30303M102COM3,300$2,435,738dollars as filed
Walmart Inc.931142103COM23,558$2,303,518dollars as filed
Procter & Gamble Co742718109COM12,464$1,985,756dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM11,171$1,981,681dollars as filed
INVESCO QQQ TR46090E103COM3,489$1,924,672dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM2,882$1,467,831dollars as filed
CHENIERE ENERGY INC COM NEW16411R208Stock5,734$1,396,306dollars as filed
Walt Disney Co254687106COM10,349$1,283,418dollars as filed
Salesforce.com, Inc79466L302COM4,176$1,138,689dollars as filed
Eli Lilly and Company532457108COM1,443$1,124,862dollars as filed
NORFOLK SOUTHN CORP COM655844108Stock4,168$1,066,755dollars as filed
VTI922908769COM3,103$943,104dollars as filed
INVESCO EXCH TRADED FD TR II46138G649COM3,944$895,682dollars as filed
Johnson & Johnson478160104COM5,671$866,252dollars as filed
Lowes Companies,Inc.548661107COM3,785$839,865dollars as filed
Coca-Cola Company191216100COM11,420$807,952dollars as filed
Home Depot, Inc437076102COM2,104$771,569dollars as filed
SPDR Portfolio S&P 400 Mid Cap ETF78464A847SHS13,755$747,997dollars as filed
SPDR Portfolio S&P 600 Small Cap ETF78468R853SHS17,114$729,056dollars as filed
INVESCO EXCHANGE TRADED FD T46137V498S&P SMLCP MOMENT10,685$726,794dollars as filed
Vanguard Total Bond Market ETF921937835SHS9,097$669,812dollars as filed
COHERENT CORP COM19247G107Stock7,461$665,596dollars as filed
Vanguard High Dividend Yield ETF921946406SHS4,830$643,851dollars as filed
McDonalds Corporation580135101COM2,185$638,519dollars as filed
Union Pacific Corporation907818108COM2,740$630,341dollars as filed
EXXON MOBIL CORP30231G102COM5,754$620,256dollars as filed
First Horizon Corporation320517105Common Capital Stock, par value $0.625 per share28,301$599,982dollars as filed
EASTMAN CHEM CO COM277432100Stock7,887$588,822dollars as filed
Verizon Communications Inc92343V104COM13,582$587,693dollars as filed
SCHD808524797COM21,524$570,386dollars as filed
AbbVie,Inc.00287Y109COM3,055$567,069dollars as filed
MARATHON PETE CORP COM56585A102Stock3,128$519,592dollars as filed
DIGITAL RLTY TR INC COM253868103REIT2,974$518,457dollars as filed
NORTHROP GRUMMAN CORP COM666807102Stock1,017$508,480dollars as filed
PULTE GROUP INC COM745867101Stock4,700$495,662dollars as filed
SOFI TECHNOLOGIES INC COM83406F102Stock25,225$459,347dollars as filed
Duke Energy Corporation26441C204COM3,535$417,130dollars as filed
ECOLAB INC COM278865100Stock1,451$391,038dollars as filed
ENERGY TRANSFER L P29273V100COM UT LTD PTN21,425$388,435dollars as filed
Tesla Motors, Inc88160R101COM1,174$372,933dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM2,108$371,493dollars as filed
Vanguard International High Dividend Yield ETF921946794SHS4,614$369,628dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS1,431$362,372dollars as filed
TRUIST FINL CORP COM89832Q109Stock8,211$352,991dollars as filed
Starbucks Corporation855244109COM3,752$343,823dollars as filed
REGIONS FINANCIAL CORP NEW COM7591EP100Stock14,470$340,330dollars as filed
iShares Broad USD High Yield Corporate Bond ETF46435U853SHS8,500$318,835dollars as filed
STATE STR SPDR DOW JONES IND78467X109UT SER 1703$309,777dollars as filed
STRATEGY INC CL A NEW594972408Stock762$308,023dollars as filed
UnitedHealth Group Inc91324P102COM978$305,107dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK694$294,659dollars as filed
Palantir Technologies Inc. Class A69608A108COM2,135$291,043dollars as filed
CENTENE CORP DEL COM15135B101Stock5,141$279,053dollars as filed
KROGER CO COM501044101Stock3,845$275,802dollars as filed
Elevance Health, Inc.036752103COM685$266,479dollars as filed
TJX Companies Inc872540109COM2,124$262,307dollars as filed
Caterpillar Inc.149123101COM656$254,666dollars as filed
Costco Wholesale Corporation22160K105COM255$252,435dollars as filed
FEDEX CORP COM31428X106Stock1,100$250,041dollars as filed
iShares Silver Trust46428Q109COM7,100$232,951dollars as filed
Southern Company842587107COM2,450$224,984dollars as filed
TOWNEBANK PORTSMOUTH VA89214P109COM6,000$205,080dollars as filed
AT&T Inc00206R102COM6,994$202,406dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001062993-25-014363this filing2025-08-14acceptance time not in the bulk data set