Aldebaran Financial Inc.
13F Reported Value
ⓘ$105.3M
Holdings
76
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Aldebaran Financial Inc. disclosed 76 positions worth $105.3M in its Form 13F-HR for Q1 2026, followed by $BRK.B and $AAPL. During the quarter the fund opened 3 new positions and exited 2 — including a new stake in $PSX and a full exit from $SBUX. The portfolio is most concentrated in Technology (28.1% of disclosed assets). All figures are sourced directly from Aldebaran Financial Inc.’s Form 13F-HR filing with the SEC under CIK 1353110.
AI Fund Analysis
Diversifying
$BRK-A
$AAPL
$FTNT
$JPM
$MSFT
$EMN
$ABBVSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
SPDR SERIES TRUST
—Quality
$8.3M104,353 sh- 64.5#634
Quality
$7.5M15,613 sh - 76.1#112
Quality
$6.2M24,511 sh SPDR SERIES TRUST
—Quality
$5.3M68,711 sh- 78.1
Quality
$5.0M61,681 sh - —
Quality
$4.9M7,467 sh - 74.6
Quality
$4.5M21,771 sh - 90.2
Quality
$4.1M23,283 sh - 35.6
Quality
$3.5M11,984 sh - 80.2
Quality
$3.4M11,963 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR SERIES TRUST | — | $8.3M | 104,353 |
 BERKSHIRE HATHAWAY INC$BRK.B | 64.5#634 | $7.5M | 15,613 |
| Apple Inc.$AAPL | 76.1#112 | $6.2M | 24,511 |
| SPDR SERIES TRUST | — | $5.3M | 68,711 |
| Fortinet, Inc.$FTNT | 78.1 | $5.0M | 61,681 |
 SPDR S&P 500 ETF TRUST$SPY | — | $4.9M | 7,467 |
 AMAZON COM INC$AMZN | 74.6 | $4.5M | 21,771 |
 NVIDIA CORP$NVDA | 90.2 | $4.1M | 23,283 |
| JPMORGAN CHASE & CO$JPM | 35.6 | $3.5M | 11,984 |
 Alphabet Inc.$GOOGL | 80.2 | $3.4M | 11,963 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Aldebaran Financial Inc.'s 76 positions.
Showing top 10 of 76 holdings.
Sector Allocation
Technology
$29.6M
Other
$27.3M
Financials
$15.6M
Consumer Discretionary
$10.8M
Healthcare
$4.5M
Energy
$4.1M
Industrials
$3.9M
Utilities
$3.7M
Full Holdings — Aldebaran Financial Inc. (Q1 2026)
All 76 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | SPDR SERIES TRUST | $8.3M | 7.8% | +6% | — |
| 2 | $BRK.B | BERKSHIRE HATHAWAY INC | $7.5M | 7.1% | +1% | 64.5 |
| 3 | $AAPL | Apple Inc. | $6.2M | 5.9% | -2% | 76.1 |
| 4 | — | SPDR SERIES TRUST | $5.3M | 5.0% | +5% | — |
| 5 | $FTNT | Fortinet, Inc. | $5.0M | 4.8% | -8% | 78.1 |
| 6 | $SPY | SPDR S&P 500 ETF TRUST | $4.9M | 4.6% | +1% | — |
| 7 | $AMZN | AMAZON COM INC | $4.5M | 4.3% | +1% | 74.6 |
| 8 | $NVDA | NVIDIA CORP | $4.1M | 3.9% | +1% | 90.2 |
| 9 | $JPM | JPMORGAN CHASE & CO | $3.5M | 3.4% | +1% | 35.6 |
| 10 | $GOOGL | Alphabet Inc. | $3.4M | 3.3% | +6% | 80.2 |
| 11 | $MSFT | MICROSOFT CORP | $3.4M | 3.3% | +4% | 83.7 |
| 12 |  $WMT | Walmart Inc. | $3.3M | 3.1% | +3% | 63.2 |
| 13 |  $WM | WASTE MANAGEMENT INC | $2.8M | 2.6% | +4% | 70.7 |
| 14 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $2.2M | 2.1% | -0% | — |
| 15 |  $META | Meta Platforms, Inc. | $1.9M | 1.8% | +2% | 80.9 |
| 16 |  $LLY | ELI LILLY & Co | $1.8M | 1.7% | +5% | 89.3 |
| 17 |  $COHR | COHERENT CORP. | $1.6M | 1.5% | -4% | 64 |
| 18 |  $LNG | Cheniere Energy, Inc. | $1.5M | 1.4% | -2% | 48.4 |
| 19 |  $IVZ | Invesco Ltd. | $1.5M | 1.4% | +15% | — |
| 20 |  $PG | PROCTER & GAMBLE Co | $1.4M | 1.3% | -2% | 72.9 |
| 21 |  $CRWD | CrowdStrike Holdings, Inc. | $1.3M | 1.3% | +11% | 55 |
| 22 |  $KO | COCA COLA CO | $1.2M | 1.2% | +9% | 74 |
| 23 |  $JNJ | JOHNSON & JOHNSON | $1.2M | 1.1% | +0% | 72.8 |
| 24 |  $NSC | NORFOLK SOUTHERN CORP | $1.1M | 1.1% | -1% | 70.8 |
| 25 | $ABBV | AbbVie Inc. | $993,929 | 0.9% | +7% | 59.3 |
| 26 | $IVZ | Invesco Ltd. | $951,430 | 0.9% | +5% | — |
| 27 |  $LOW | LOWES COMPANIES INC | $932,125 | 0.9% | +0% | 63.5 |
| 28 | — | SPDR SERIES TRUST | $910,922 | 0.9% | -0% | — |
| 29 |  $XOM | EXXON MOBIL CORP | $903,140 | 0.9% | -4% | 61.8 |
| 30 | — | VANGUARD INDEX FDS | $889,623 | 0.8% | -3% | — |
| 31 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $859,622 | 0.8% | +5% | 60.5 |
| 32 |  $DIS | Walt Disney Co | $823,514 | 0.8% | -10% | 68.9 |
| 33 | — | VANGUARD BD INDEX FDS | $787,064 | 0.8% | +0% | — |
| 34 | — | SPDR SERIES TRUST | $785,587 | 0.8% | -1% | — |
| 35 | — | VANGUARD WHITEHALL FDS | $765,915 | 0.7% | +0% | — |
| 36 |  $MPC | Marathon Petroleum Corp | $763,795 | 0.7% | +0% | 50.7 |
| 37 |  $CRM | Salesforce, Inc. | $762,252 | 0.7% | +4% | 75.2 |
| 38 |  $MCD | MCDONALDS CORP | $754,710 | 0.7% | -2% | 73.9 |
| 39 |  $UNP | UNION PACIFIC CORP | $703,355 | 0.7% | -0% | 74 |
| 40 | $EMN | EASTMAN CHEMICAL CO | $701,411 | 0.7% | +0% | 49.4 |
| 41 | — | SCHWAB STRATEGIC TR | $659,620 | 0.6% | +0% | — |
| 42 |  $HD | HOME DEPOT, INC. | $646,477 | 0.6% | +0% | 69.2 |
| 43 |  $FHN | FIRST HORIZON CORP | $622,696 | 0.6% | +0% | 43.8 |
| 44 |  $GOOG | Alphabet Inc. | $618,254 | 0.6% | +0% | 80.2 |
| 45 |  $CAT | CATERPILLAR INC | $558,266 | 0.5% | +4% | 67.8 |
| 46 |  $PHM | PULTEGROUP INC/MI/ | $558,059 | 0.5% | +0% | 65.1 |
| 47 |  $SLV | iShares Silver Trust | $535,240 | 0.5% | +2% | — |
| 48 |  $ET | Energy Transfer LP | $487,229 | 0.5% | +10% | 64.5 |
| 49 |  $DUK | Duke Energy CORP | $453,052 | 0.4% | +4% | 64 |
| 50 |  $DLR | DIGITAL REALTY TRUST, INC. | $439,712 | 0.4% | -10% | 70.2 |
| 51 | — | VANGUARD WHITEHALL FDS | $433,504 | 0.4% | +0% | — |
| 52 |  $TSLA | Tesla, Inc. | $417,847 | 0.4% | -0% | 50.1 |
| 53 |  $RF | REGIONS FINANCIAL CORP | $366,833 | 0.3% | -3% | — |
| 54 |  $COST | COSTCO WHOLESALE CORP /NEW | $358,715 | 0.3% | +0% | 67 |
| 55 |  $TJX | TJX COMPANIES INC /DE/ | $341,641 | 0.3% | +0% | 70.7 |
| 56 |  $TFC | TRUIST FINANCIAL CORP | $340,316 | 0.3% | -4% | — |
| 57 |  $ECL | ECOLAB INC. | $338,055 | 0.3% | -2% | 64.3 |
| 58 |  $VZ | VERIZON COMMUNICATIONS INC | $337,193 | 0.3% | -22% | 71.6 |
| 59 |  $FDX | FEDEX CORP | $331,247 | 0.3% | -7% | 60.3 |
| 60 | — | SELECT SECTOR SPDR TR | $328,396 | 0.3% | +2% | — |
| 61 |  $UNH | UNITEDHEALTH GROUP INC | $319,296 | 0.3% | +12% | 66.8 |
| 62 |  $PLTR | Palantir Technologies Inc. | $312,308 | 0.3% | +17% | 85.8 |
| 63 | — | STATE STR SPDR DOW JONES IND | $310,800 | 0.3% | -2% | — |
| 64 | — | ISHARES TR | $295,922 | 0.3% | +0% | — |
| 65 |  $SOFI | SoFi Technologies, Inc. | $275,677 | 0.3% | +0% | 53.8 |
| 66 |  $KR | KROGER CO | $258,325 | 0.3% | +0% | 51.1 |
| 67 |  $PKG | PACKAGING CORP OF AMERICA | $254,664 | 0.2% | +0% | 70 |
| 68 |  $SO | SOUTHERN CO | $246,126 | 0.2% | +0% | 65.1 |
| 69 |  $PSX | Phillips 66 | $240,478 | 0.2% | NEW | 47.6 |
| 70 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $222,836 | 0.2% | NEW | 75.4 |
| 71 |  $CVX | CHEVRON CORP | $218,693 | 0.2% | NEW | 54.7 |
| 72 |  $SYM | Symbotic Inc. | $218,120 | 0.2% | +20% | 55.1 |
| 73 | — | ISHARES TR | $216,125 | 0.2% | -52% | — |
| 74 | — | FIDELITY COVINGTON TRUST | $207,813 | 0.2% | +0% | — |
| 75 | — | TOWNEBANK PORTSMOUTH VA | $202,020 | 0.2% | +0% | — |
| 76 |  $ELV | Elevance Health, Inc. | $201,446 | 0.2% | +0% | 59.4 |
New Positions (3)
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