Aldebaran Financial Inc. Portfolio Stock Holdings
According to the SEC 13F filed on August 13, 2026, Aldebaran Financial Inc. disclosed 82 stock positions valued at approximately $123.16M as of quarter-end June 30, 2026. The largest holdings include SPDR SERIES TRUST, FORTINET INC, and BERKSHIRE HATHAWAY INC DEL.
- Report Period
- June 30, 2026
- No. of Stocks
- 82
- Portfolio Value
- $123.16M
Holdings by Sector
Aldebaran Financial Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPDR SERIES TRUST | SPTM | Other | 8.07% | 109,406 | +5,053 | +4.84% | $9,932,971 |
| FORTINET INC | FTNT | Technology | 7.50% | 60,166 | -1,515 | -2.46% | $9,242,701 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 6.36% | 15,655 | +42 | +0.27% | $7,833,605 |
| APPLE INC | AAPL | Technology | 5.77% | 24,579 | +68 | +0.28% | $7,112,167 |
| SPDR SERIES TRUST | SPLG | Other | 5.69% | 79,686 | +10,975 | +15.97% | $7,002,794 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 4.26% | 22,014 | +243 | +1.12% | $5,246,893 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 4.10% | 6,756 | -711 | -9.52% | $5,045,178 |
| NVIDIA CORPORATION | NVDA | Technology | 3.70% | 22,774 | -509 | -2.19% | $4,556,913 |
| ALPHABET INC | GOOG | Communication Services | 3.47% | 12,088 | +125 | +1.04% | $4,271,213 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 3.28% | 12,351 | +367 | +3.06% | $4,042,775 |
| MICROSOFT CORP | MSFT | Technology | 2.91% | 9,609 | +352 | +3.80% | $3,584,380 |
| WALMART INC | WMT | Consumer Defensive | 2.48% | 26,945 | +759 | +2.90% | $3,051,769 |
| WASTE MGMT INC DEL | WM | Industrials | 2.29% | 12,627 | +515 | +4.25% | $2,814,253 |
| INVESCO QQQ TR | QQQ | Other | 2.20% | 3,674 | -92 | -2.44% | $2,705,534 |
| COHERENT CORP | COHR | Technology | 2.07% | 6,454 | -337 | -4.96% | $2,545,909 |
| ELI LILLY & CO | LLY | Healthcare | 2.04% | 2,091 | +138 | +7.07% | $2,508,008 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 1.87% | 3,016 | -433 | -12.55% | $2,301,630 |
| INVESCO EXCHANGE TRADED FD T | XSMO | Other | 1.69% | 22,216 | +2,763 | +14.20% | $2,080,084 |
| META PLATFORMS INC | META | Communication Services | 1.54% | 3,362 | +15 | +0.45% | $1,893,635 |
| COCA COLA CO | KO | Consumer Defensive | 1.15% | 17,366 | +1,200 | +7.42% | $1,411,320 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 1.09% | 9,135 | -414 | -4.34% | $1,339,509 |
| CHENIERE ENERGY INC | LNG | Energy | 1.01% | 5,204 | -24 | -0.46% | $1,243,746 |
| INVESCO EXCH TRADED FD TR II | QQQM | Other | 1.01% | 4,104 | +100 | +2.50% | $1,243,389 |
| NORFOLK SOUTHN CORP | NSC | Industrials | 0.98% | 3,852 | -76 | -1.93% | $1,211,847 |
| ABBVIE INC | ABBV | Healthcare | 0.98% | 4,785 | +215 | +4.70% | $1,204,097 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.96% | 4,678 | -50 | -1.06% | $1,188,088 |
| SPDR SERIES TRUST | SPMD | Other | 0.88% | 16,092 | +710 | +4.62% | $1,087,176 |
| CATERPILLAR INC | CAT | Industrials | 0.72% | 830 | +42 | +5.33% | $883,867 |
| VANGUARD BD INDEX FDS | BND | Other | 0.71% | 11,878 | +1,190 | +11.13% | $871,964 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.71% | 3,945 | - | - | $869,833 |
Showing 30 of 82 holdings in the latest reporting period.