Aldebaran Financial Inc.

Q3 2025 13F-HR Holdings

Location
Kingsport, TN
Holdings as of
9/30/2025
Date filed
11/19/2025
Form type
13F-HR
Num holdings
77
Total value ($000)
$99,957
Net value change ($000)
+9,599 (10.6%)
New positions
7
Sold out positions
3
Turnover %
2.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2025 Next filing: 1/23/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 1,614 31.9%
SPTM 1,492 27.3%
SPYM 897 27.4%
GOOGL 851 42.9%
NVDA 834 23.4%
SPY 468 9.9%
MSFT 361 8.6%
JPM 335 10.1%
QQQ 334 17.4%
ABBV 317 55.9%
Top Reduces (Value $000, Stocks/ETFs)
FTNT -1,792 -23.2%
MSTR -308 -100.0%
CNC -279 -100.0%
T -202 -100.0%
PG -132 -6.6%
LNG -100 -7.2%
CRM -85 -7.5%
DIS -81 -6.3%
SBUX -63 -18.3%
EMN -51 -8.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type