Quick Takeaways
- Aldebaran Financial Inc. reports institutional holdings through Form 13F filings.
- Latest reported quarter: Q4 2025.
- Latest reported holdings value: $108,051,333.
- Info
- Portfolio
13F Filings History of Aldebaran Financial Inc.
- Latest 13F report
- Q4 2025 - 23 Jan 2026
- Value $
- $108,051,333
- Signature - Title
- Peter W. Raber - President and CCO
- Location
- Kingsport, TN
- Summary
- This page shows a list of all the recent 13F filings made by Aldebaran Financial Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Aldebaran Financial Inc. reported 77 stock holdings with total value $108,051,333 as of Q4 2025. Top holdings included SPTM, BRKB, AAPL, FTNT, and SPYM.
Follow Filing Activity
Follow Aldebaran Financial Inc. and return when a new 13F portfolio filing appears.
This tracks SEC filing changes for this page using existing product update flows.
Holdings Value
What Changed
- Most recent filing was accepted on 23 Jan 2026, 09:16.
- Reported value moved from $99,957,455 to $108,051,333.
Why This Matters
- This gives a plain-language read of holdings direction before you open full quarter tables.
- Use the filing links below to verify the exact SEC source document.
Official SEC Source
Backed by Form 13F
Portfolio holdings and changes are grounded in SEC Form 13F filings.
See Original Filing| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 77 | $108,051,333 | +$8,612,517 | -$3,071,122 | +$5,541,395 | SPTM, BRKB, AAPL, FTNT, SPYM | 13F-HR | 23 Jan 2026, 09:16 |
| Q3 2025 | 77 | $99,957,455 | +$6,404,248 | -$1,755,631 | +$4,648,617 | BRKB, SPTM, AAPL, FTNT, SPY | 13F-HR | 19 Nov 2025, 11:18 |
| Q2 2025 | 73 | $90,357,850 | +$3,199,719 | -$417,399 | +$2,782,320 | FTNT, BRKB, SPTM, AAPL, SPY | 13F-HR | 14 Aug 2025, 09:55 |
| Q1 2025 | 70 | $81,827,057 | +$1,530,218 | -$3,387,538 | -$1,857,320 | BRKB, FTNT, AAPL, SPTM, SPY | 13F-HR | 08 May 2025, 10:49 |
| Q4 2024 | 73 | $85,562,988 | +$6,386,445 | -$8,911,493 | -$2,525,048 | BRKB, FTNT, AAPL, SPTM, SPY | 13F-HR | 14 Feb 2025, 09:57 |
| Q3 2024 | 68 | $84,832,864 | +$4,739,893 | -$1,542,677 | +$3,197,216 | BRKB, AAPL, FTNT, SPY, SPTM | 13F-HR | 21 Nov 2024, 10:52 |
| Q2 2024 | 64 | $72,202,013 | +$7,577,497 | -$1,287,146 | +$6,290,351 | BRKB, AAPL, FTNT, SPTM, SPY | 13F-HR | 22 Aug 2024, 11:06 |
| Q1 2024 | 62 | $66,956,908 | +$1,859,293 | -$5,888,864 | -$4,029,571 | BRKB, FTNT, AAPL, SPTM, SPY | 13F-HR | 13 May 2024, 11:42 |
| Q4 2023 | 62 | $64,572,362 | +$811,983 | -$3,370,709 | -$2,558,726 | AAPL, BRKB, FTNT, SPLG, SPTM | 13F-HR | 01 Feb 2024, 12:36 |
| Q3 2023 | 63 | $61,250,775 | +$1,686,726 | -$5,847,155 | -$4,160,429 | AAPL, BRKB, FTNT, SPLG, SPTM | 13F-HR | 06 Nov 2023, 16:50 |
| Q2 2023 | 64 | $69,751,862 | +$9,305 | -$10,146,024 | -$10,136,719 | FTNT, AAPL, BRKB, SPLG, PG | 13F-HR | 25 Jul 2023, 17:24 |
| Q1 2023 | 72 | $74,255,805 | +$965,152 | -$24,616,139 | -$23,650,987 | FTNT, AAPL, BRKB, SPLG, PG | 13F-HR | 24 Apr 2023, 10:41 |
| Q4 2022 | 77 | $89,805,606 | +$3,431,906 | -$3,329,342 | +$102,564 | FTNT, AAPL, BRKB, SPLG, PG | 13F-HR | 06 Mar 2023, 15:53 |
| Q3 2022 | 75 | $86,819,000 | +$5,404,471 | -$3,475,905 | +$1,928,566 | FTNT, AAPL, BRKB, WM, JNJ | 13F-HR | 14 Nov 2022, 13:26 |
| Q2 2022 | 75 | $90,621,000 | +$12,125,969 | -$16,283,266 | -$4,157,297 | FTNT, AAPL, BRKB, WM, JNJ | 13F-HR | 01 Aug 2022, 14:46 |
| Q1 2022 | 89 | $121,255,000 | +$4,592,033 | -$6,326,186 | -$1,734,153 | FTNT, AAPL, BRKB, BND, WM | 13F-HR | 18 Apr 2022, 12:06 |
| Q4 2021 | 90 | $127,664,000 | +$7,437,381 | -$7,731,157 | -$293,776 | FTNT, AAPL, BND, BRKB, WM | 13F-HR | 16 Feb 2022, 14:31 |
| Q3 2021 | 86 | $116,176,000 | +$3,636,749 | -$2,431,555 | +$1,205,194 | FTNT, BND, AAPL, SPY, BRKB | 13F-HR | 21 Oct 2021, 14:22 |
| Q2 2021 | 88 | $113,462,000 | +$2,739,448 | -$2,948,064 | -$208,616 | FTNT, BND, AAPL, SPY, BRKB | 13F-HR | 16 Jul 2021, 13:37 |
| Q1 2021 | 84 | $105,777,000 | +$5,288,915 | -$4,585,555 | +$703,360 | BND, FTNT, AAPL, BRKB, SPY | 13F-HR | 03 May 2021, 09:00 |
| Q4 2020 | 79 | $106,943,000 | +$5,369,317 | -$3,778,809 | +$1,590,508 | BND, AAPL, AMZN, FTNT, SPY | 13F-HR | 05 Feb 2021, 12:17 |
| Q3 2020 | 77 | $95,644,000 | +$19,620,694 | -$9,385,001 | +$10,235,693 | BND, AMZN, AAPL, FTNT, BRKB | 13F-HR | 19 Oct 2020, 11:49 |
| Q2 2020 | 81 | $84,793,000 | +$2,047,383 | -$38,321,981 | -$36,274,598 | FTNT, AMZN, AAPL, BRKB, SPY | 13F-HR | 20 Jul 2020, 11:39 |
| Q1 2020 | 85 | $102,150,000 | +$3,517,594 | -$7,455,427 | -$3,937,833 | FTNT, AMZN, AAPL, BRKB, VNQ | 13F-HR | 24 Apr 2020, 10:33 |
| Q4 2019 | 86 | $131,413,000 | +$907,554 | -$31,788,801 | -$30,881,247 | FTNT, AAPL, BRKB, AMZN, VNQ | 13F-HR | 10 Feb 2020, 12:42 |
| Q3 2019 | 93 | $149,523,000 | +$9,146,707 | -$4,504,826 | +$4,641,881 | FTNT, AMZN, BRKB, AAPL, WM | 13F-HR | 21 Oct 2019, 13:59 |
| Q2 2019 | 93 | $144,481,000 | +$6,390,046 | -$8,620,067 | -$2,230,021 | AMZN, FTNT, BRKB, AAPL, DIS | 13F-HR | 14 Aug 2019, 17:02 |
| Q1 2019 | 101 | $141,934,000 | +$4,844,797 | -$7,799,380 | -$2,954,583 | FTNT, AMZN, BRKB, AAPL, WM | 13F-HR | 23 Apr 2019, 14:48 |
| Q4 2018 | 97 | $131,130,000 | +$2,934,019 | -$4,770,347 | -$1,836,328 | FTNT, AMZN, BRKB, JNJ, SPY | 13F-HR | 14 Feb 2019, 11:24 |
| Q3 2018 | 97 | $153,838,000 | +$5,397,222 | -$9,741,243 | -$4,344,021 | FTNT, AMZN, AAPL, BRKB, SPY | 13F-HR | 08 Nov 2018, 12:58 |
| Q2 2018 | 94 | $145,393,000 | +$3,508,196 | -$11,368,897 | -$7,860,701 | AMZN, FTNT, BRKB, AAPL, SPY | 13F-HR | 09 Aug 2018, 20:13 |
| Q1 2018 | 96 | $148,799,000 | +$8,096,864 | -$5,428,982 | +$2,667,882 | AMZN, JNJ, FTNT, BRKB, XLF | Restatement | 11 May 2018, 20:09 |
| Q4 2017 | 94 | $150,177,000 | +$4,087,227 | -$5,312,023 | -$1,224,796 | JNJ, BRKB, XLF, AAPL, SPY | 13F-HR | 02 Mar 2018, 14:02 |
| Q3 2017 | 95 | $144,593,000 | +$7,077,211 | -$3,101,772 | +$3,975,439 | SPY, GE, JNJ, PG, BRKB | 13F-HR | 17 Nov 2017, 16:56 |
| Q2 2017 | 95 | $136,804,000 | +$7,739,562 | -$3,174,593 | +$4,564,969 | GE, SPY, JNJ, PG, XLF | 13F-HR | 28 Aug 2017, 12:35 |
| Q1 2017 | 92 | $131,049,000 | +$8,676,282 | -$8,184,754 | +$491,528 | GE, SPY, PG, DIS, BRKB | 13F-HR | 16 Jun 2017, 15:48 |
| Q4 2016 | 96 | $125,988,000 | +$10,428,154 | -$15,889,306 | -$5,461,152 | GE, SPY, PG, BRKB, DIS | 13F-HR | 23 Mar 2017, 14:13 |
| Q3 2016 | 97 | $124,358,000 | +$7,720,773 | -$6,547,476 | +$1,173,297 | GE, PG, FTNT, SPY, BRKB | 13F-HR | 16 Dec 2016, 09:51 |
| Q2 2016 | 101 | $124,055,000 | +$19,230,059 | -$11,172,125 | +$8,057,934 | GE, SPY, PG, BRKB, DIS | 13F-HR | 25 Aug 2016, 13:33 |
| Q1 2016 | 97 | $114,298,000 | +$8,517,745 | -$3,799,085 | +$4,718,660 | GE, BRKB, PG, SPY, DIS | 13F-HR | 16 May 2016, 11:39 |
| Q4 2015 | 102 | $107,727,000 | +$4,500,804 | -$5,088,285 | -$587,481 | GE, BRKB, SPY, DIS, BMY | 13F-HR | 17 Feb 2016, 17:26 |
| Q3 2015 | 99 | $105,837,000 | +$4,557,080 | -$8,598,411 | -$4,041,331 | GE, DIS, BRKB, FTNT, SPY | 13F-HR | 13 Nov 2015, 15:04 |
| Q2 2015 | 105 | $118,302,000 | +$10,757,752 | -$4,744,824 | +$6,012,928 | GE, DIS, BRKB, FTNT, XOM | Restatement | 17 Aug 2015, 16:49 |
| Q1 2015 | 110 | $112,987,000 | +$10,154,968 | -$8,705,327 | +$1,449,641 | GE, BRKB, DIS, XOM, AAPL | 13F-HR | 02 Jun 2015, 13:52 |
| Q4 2014 | 110 | $111,326,000 | +$10,752,879 | -$8,196,797 | +$2,556,082 | GE, XOM, BRKB, PG, DIS | 13F-HR | 13 Feb 2015, 16:43 |
| Q3 2014 | 114 | $106,520,000 | +$3,946,449 | -$17,812,693 | -$13,866,244 | GE, XOM, BRKB, DIA, PG | 13F-HR | 14 Nov 2014, 15:57 |
| Q2 2014 | 121 | $118,678,000 | +$15,681,887 | -$12,046,052 | +$3,635,835 | GE, XOM, PG, DIA, JNJ | 13F-HR | 15 Aug 2014, 17:02 |
| Q1 2014 | 114 | $114,101,000 | +$13,469,816 | -$5,417,236 | +$8,052,580 | GE, FHN, XOM, PG, JNJ | Restatement | 16 May 2014, 12:15 |
| Q4 2013 | 115 | $104,210,000 | $0 | $0 | $0 | GE, XOM, FHN, PG, BRKB | 13F-HR | 13 Feb 2014, 16:20 |