Aldebaran Financial Inc.

Q4 2025 13F-HR Holdings

Location
Kingsport, TN
Holdings as of
12/31/2025
Date filed
1/23/2026
Form type
13F-HR
Num holdings
77
Total value ($000)
$108,051
Net value change ($000)
+8,094 (8.1%)
New positions
2
Sold out positions
2
Turnover %
5.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/19/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
AMZN 5,011 NEW
SPTM 1,225 17.6%
SPYM 1,108 26.6%
GOOGL 724 25.6%
LLY 656 48.8%
COHR 537 68.7%
XSMO 315 34.0%
WMT 304 12.0%
SLV 222 71.8%
SYM 207 NEW
Top Reduces (Value $000, Stocks/ETFs)
FTNT -537 -9.1%
PG -456 -24.6%
LNG -260 -20.1%
DG -237 -100.0%
META -210 -8.8%
MDY -203 -100.0%
VZ -195 -35.8%
MSFT -181 -4.0%
SOFI -179 -28.0%
HD -159 -18.9%
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