Aldebaran Financial Inc. — 13F Holdings & Portfolio

CIK 1353110 · latest 13F-HR filed 2026-05-14

Aldebaran Financial Inc. manages $105.3M in 13F-reported U.S. long-equity assets across 76 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are SPTM (7.84%), BRK.B (7.11%), AAPL (5.91%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 4 new positions, exited 5, added to 20, and trimmed 25.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$105.3M

Long-equity book

Holdings

76

Distinct positions

Period

2026-03-31

Filed 2026-05-14

Q/Q Activity

+4 / −5 / ↑20 / ↓25

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • CHENIERE ENERGY INC$447.2K +43.2%
  • WALMART INC$419.0K +14.8%
  • COHERENT CORP$298.6K +22.6%
  • MARATHON PETE CORP$251.4K +49.1%
  • INVESCO EXCHANGE TRADED FD T$237.0K +19.1%
Show all 20

Top Trims

  • MICROSOFT CORP-$927.6K -21.3%
  • APPLE INC-$625.6K -9.1%
  • AMAZON COM INC-$477.0K -9.5%
  • FORTINET INC-$352.1K -6.5%
  • JPMORGAN CHASE & CO-$300.9K -7.9%
Show all 25

New Positions

  • PHILLIPS 66$240.5K
  • AMERICAN ELEC PWR CO INC$222.8K
  • CHEVRON CORPORATION$218.7K
  • ISHARES TR$216.1K
Show all 4

Exited Positions

  • ISHARES TR$318.2K
  • STARBUCKS CORP$285.7K
  • PALO ALTO NETWORKS INC$236.0K
  • VANGUARD INDEX FDS$232.3K
  • ISHARES TR$217.6K
Show all 5
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 SPDR SERIES TRUST SPTM 78464A805 $8.3M 7.84% 104,353 SH
2 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $7.5M 7.11% 15,613 SH
3 APPLE INC AAPL 037833100 $6.2M 5.91% 24,511 SH
4 SPDR SERIES TRUST SPYM 78464A854 $5.3M 4.99% 68,711 SH
5 FORTINET INC FTNT 34959E109 $5.0M 4.79% 61,681 SH
6 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $4.9M 4.61% 7,467 SH
7 AMAZON COM INC AMZN 023135106 $4.5M 4.31% 21,771 SH
8 NVIDIA CORPORATION NVDA 67066G104 $4.1M 3.86% 23,283 SH
9 JPMORGAN CHASE & CO JPM 46625H100 $3.5M 3.35% 11,984 SH
10 ALPHABET INC GOOG 02079K107 $3.4M 3.26% 11,963 SH
11 MICROSOFT CORP MSFT 594918104 $3.4M 3.25% 9,257 SH
12 WALMART INC WMT 931142103 $3.3M 3.09% 26,186 SH
13 WASTE MGMT INC DEL WM 94106L109 $2.8M 2.64% 12,112 SH
14 INVESCO QQQ TR QQQ 46090E103 $2.2M 2.06% 3,766 SH
15 META PLATFORMS INC META 30303M102 $1.9M 1.82% 3,347 SH
16 ELI LILLY & CO LLY 532457108 $1.8M 1.71% 1,953 SH
17 COHERENT CORP COHR 19247G107 $1.6M 1.54% 6,791 SH
18 CHENIERE ENERGY INC LNG 16411R208 $1.5M 1.41% 5,228 SH
19 INVESCO EXCHANGE TRADED FD T XSMO 46137V498 $1.5M 1.40% 19,453 SH
20 PROCTER & GAMBLE CO PG 742718109 $1.4M 1.31% 9,549 SH
21 CROWDSTRIKE HLDGS INC CRWD 22788C105 $1.3M 1.28% 3,449 SH
22 COCA COLA CO KO 191216100 $1.2M 1.17% 16,166 SH
23 JOHNSON & JOHNSON JNJ 478160104 $1.2M 1.10% 4,728 SH
24 NORFOLK SOUTHN CORP NSC 655844108 $1.1M 1.07% 3,928 SH
25 ABBVIE INC ABBV 00287Y109 $993.9K 0.94% 4,570 SH
26 INVESCO EXCH TRADED FD TR II QQQM 46138G649 $951.4K 0.90% 4,004 SH
27 LOWES COS INC LOW 548661107 $932.1K 0.89% 3,945 SH
28 SPDR SERIES TRUST SPMD 78464A847 $910.9K 0.87% 15,382 SH
29 EXXON MOBIL CORP XOM 30231G102 $903.1K 0.86% 5,323 SH
30 VANGUARD INDEX FDS VTI 922908769 $889.6K 0.84% 2,773 SH
31 NORTHROP GRUMMAN CORP NOC 666807102 $859.6K 0.82% 1,260 SH
32 DISNEY WALT CO DIS 254687106 $823.5K 0.78% 8,544 SH
33 VANGUARD BD INDEX FDS BND 921937835 $787.1K 0.75% 10,688 SH
34 SPDR SERIES TRUST SPSM 78468R853 $785.6K 0.75% 16,258 SH
35 VANGUARD WHITEHALL FDS VYM 921946406 $765.9K 0.73% 5,172 SH
36 MARATHON PETE CORP MPC 56585A102 $763.8K 0.73% 3,128 SH
37 SALESFORCE INC CRM 79466L302 $762.3K 0.72% 4,083 SH
38 MCDONALDS CORP MCD 580135101 $754.7K 0.72% 2,428 SH
39 UNION PAC CORP UNP 907818108 $703.4K 0.67% 2,899 SH
40 EASTMAN CHEM CO EMN 277432100 $701.4K 0.67% 9,190 SH
41 SCHWAB STRATEGIC TR SCHD 808524797 $659.6K 0.63% 21,500 SH
42 HOME DEPOT INC HD 437076102 $646.5K 0.61% 1,966 SH
43 FIRST HORIZON CORPORATION FHN 320517105 $622.7K 0.59% 27,359 SH
44 ALPHABET INC GOOGL 02079K305 $618.3K 0.59% 2,150 SH
45 CATERPILLAR INC CAT 149123101 $558.3K 0.53% 788 SH
46 PULTE GROUP INC PHM 745867101 $558.1K 0.53% 4,745 SH
47 ISHARES SILVER TR SLV 46428Q109 $535.2K 0.51% 7,855 SH
48 ENERGY TRANSFER L P ET 29273V100 $487.2K 0.46% 25,245 SH
49 DUKE ENERGY CORP NEW DUK 26441C204 $453.1K 0.43% 3,460 SH
50 DIGITAL RLTY TR INC DLR 253868103 $439.7K 0.42% 2,440 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-14 $105.3M 76 0001062993-26-002611
2025-12-31 2026-01-23 $108.1M 77 0001062993-26-000397
2025-09-30 2025-11-19 $100.0M 77 0001062993-25-016944