Aldebaran Financial Inc.

Est. AUM

$105.3M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SPDR SERIES TRUST	STATE STREET SPD	$8.3M	104353	7.84%	SOLE
2	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$7.5M	15613	7.11%	SOLE
3	APPLE INC	COM	$6.2M	24511	5.91%	SOLE
4	SPDR SERIES TRUST	STATE STREET SPD	$5.3M	68711	4.99%	SOLE
5	FORTINET INC	COM	$5.0M	61681	4.79%	SOLE
6	STATE STR SPDR S&P 500 ETF T	TR UNIT	$4.9M	7467	4.61%	SOLE
7	AMAZON COM INC	COM	$4.5M	21771	4.31%	SOLE
8	NVIDIA CORPORATION	COM	$4.1M	23283	3.86%	SOLE
9	JPMORGAN CHASE & CO	COM	$3.5M	11984	3.35%	SOLE
10	ALPHABET INC	CAP STK CL C	$3.4M	11963	3.26%	SOLE
11	MICROSOFT CORP	COM	$3.4M	9257	3.25%	SOLE
12	WALMART INC	COM	$3.3M	26186	3.09%	SOLE
13	WASTE MGMT INC DEL	COM	$2.8M	12112	2.64%	SOLE
14	INVESCO QQQ TR	UNIT SER 1	$2.2M	3766	2.06%	SOLE
15	META PLATFORMS INC	CL A	$1.9M	3347	1.82%	SOLE
16	ELI LILLY & CO	COM	$1.8M	1953	1.71%	SOLE
17	COHERENT CORP	COM	$1.6M	6791	1.54%	SOLE
18	CHENIERE ENERGY INC	COM NEW	$1.5M	5228	1.41%	SOLE
19	INVESCO EXCHANGE TRADED FD T	S&P SMLCP MOMENT	$1.5M	19453	1.40%	SOLE
20	PROCTER & GAMBLE CO	COM	$1.4M	9549	1.31%	SOLE
21	CROWDSTRIKE HLDGS INC	CL A	$1.3M	3449	1.28%	SOLE
22	COCA COLA CO	COM	$1.2M	16166	1.17%	SOLE
23	JOHNSON & JOHNSON	COM	$1.2M	4728	1.10%	SOLE
24	NORFOLK SOUTHN CORP	COM	$1.1M	3928	1.07%	SOLE
25	ABBVIE INC	COM	$994K	4570	0.94%	SOLE
26	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$951K	4004	0.90%	SOLE
27	LOWES COS INC	COM	$932K	3945	0.89%	SOLE
28	SPDR SERIES TRUST	STATE STREET SPD	$911K	15382	0.87%	SOLE
29	EXXON MOBIL CORP	COM	$903K	5323	0.86%	SOLE
30	VANGUARD INDEX FDS	TOTAL STK MKT	$890K	2773	0.85%	SOLE
31	NORTHROP GRUMMAN CORP	COM	$860K	1260	0.82%	SOLE
32	DISNEY WALT CO	COM	$824K	8544	0.78%	SOLE
33	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$787K	10688	0.75%	SOLE
34	SPDR SERIES TRUST	STATE STREET SPD	$786K	16258	0.75%	SOLE
35	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$766K	5172	0.73%	SOLE
36	MARATHON PETE CORP	COM	$764K	3128	0.73%	SOLE
37	SALESFORCE INC	COM	$762K	4083	0.72%	SOLE
38	MCDONALDS CORP	COM	$755K	2428	0.72%	SOLE
39	UNION PAC CORP	COM	$703K	2899	0.67%	SOLE
40	EASTMAN CHEM CO	COM	$701K	9190	0.67%	SOLE
41	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$660K	21500	0.63%	SOLE
42	HOME DEPOT INC	COM	$646K	1966	0.61%	SOLE
43	FIRST HORIZON CORPORATION	COM	$623K	27359	0.59%	SOLE
44	ALPHABET INC	CAP STK CL A	$618K	2150	0.59%	SOLE
45	CATERPILLAR INC	COM	$558K	788	0.53%	SOLE
46	PULTE GROUP INC	COM	$558K	4745	0.53%	SOLE
47	ISHARES SILVER TR	ISHARES	$535K	7855	0.51%	SOLE
48	ENERGY TRANSFER L P	COM UT LTD PTN	$487K	25245	0.46%	SOLE
49	DUKE ENERGY CORP NEW	COM NEW	$453K	3460	0.43%	SOLE
50	DIGITAL RLTY TR INC	COM	$440K	2440	0.42%	SOLE

1–50 of 76

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.