Aldebaran Financial Inc.
RIA/Wealth
Aldebaran Financial Inc. is a RIA/Wealth based in Kingsport, TN led by Peter William Raber, reporting $198.1M in AUM as of Q3 2025 with 52% concentrated in top 10 holdings.
CEOPeter William Raber
- Portfolio Value
- $100.0M
- Positions
- 77
- Top Holding
- BRK.B at 7.79%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Aldebaran Financial Inc.'s portfolio (52.2% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Insurance - Diversified Financial Services | $7.8M | 7.79% | -$30.2K Sold | 0.00% 15.5K shares | |
ETF ETF | $7.0M | 6.96% | +$1.1M Bought | — 86.3K shares | |
Consumer Electronics Technology | $6.7M | 6.68% | +$392.9K Bought | 0.00% 26.2K shares | |
Software - Infrastructure Technology | $5.9M | 5.93% | -$211.0K Sold | 0.01% 70.5K shares | |
ETF ETF | $5.2M | 5.19% | +$98.6K Bought | — 7.8K shares | |
Software - Infrastructure Technology | $4.5M | 4.54% | +$189.1K Bought | 0.00% 8.8K shares | |
Semiconductors Technology | $4.4M | 4.39% | +$189.6K Bought | 0.00% 23.5K shares | |
ETF ETF | $4.2M | 4.17% | +$642.5K Bought | — 53.2K shares | |
Banks - Diversified Financial Services | $3.7M | 3.67% | +$41.3K Bought | 0.00% 11.6K shares | |
Internet Content & Information Communication Services | $2.8M | 2.83% | +$112.8K Bought | 0.00% 11.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Aldebaran Financial Inc.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
+37.25% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-11.41% | |
-9.15% |
Analytics
Portfolio insights and performance metrics for Aldebaran Financial Inc.
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