Aldebaran Financial Inc. Top Holdings and 13F Report (2026)

About Aldebaran Financial Inc.

Investment Activity

Aldebaran Financial Inc. has $123.16 million in total holdings as of June 30, 2026.
Aldebaran Financial Inc. owns shares of 82 different stocks, but just 28 companies or ETFs make up 80% of its holdings.
Approximately 4.44% of the portfolio was purchased this quarter.
About 2.40% of the portfolio was sold this quarter.
This quarter, Aldebaran Financial Inc. has purchased 76 new stocks and bought additional shares in 30 stocks.
Aldebaran Financial Inc. sold shares of 27 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

SPDR Portfolio S&P 1500 Composite Stock Market ETF: $9,932,971
Fortinet: $9,242,701
Berkshire Hathaway: $7,833,605
Apple: $7,112,167
SPDR Portfolio S&P 500 ETF: $7,002,794

Largest New Holdings this Quarter

88636R693 - TIDAL TRUST II: $318,185 Holding
697435105 - Palo Alto Networks: $297,710 Holding
77926X320 - ROUNDHILL ETF TRUST: $294,292 Holding
464287721 - iShares U.S. Technology ETF: $246,681 Holding
247361702 - Delta Air Lines: $224,784 Holding

Largest Purchases this Quarter

SPDR Portfolio S&P 500 ETF: 10,975 shares (about $964.48K)
SPDR Portfolio S&P 1500 Composite Stock Market ETF: 5,053 shares (about $458.76K)
TIDAL TRUST II: 3,610 shares (about $318.19K)
Palo Alto Networks: 873 shares (about $297.71K)
ROUNDHILL ETF TRUST: 3,985 shares (about $294.29K)

Largest Sales this Quarter

SPDR S&P 500 ETF Trust: 711 shares (about $530.95K)
CrowdStrike: 433 shares (about $330.44K)
Vanguard Total Stock Market ETF: 734 shares (about $271.62K)
Fortinet: 1,515 shares (about $232.73K)
Coherent: 337 shares (about $132.94K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF	$9,932,971	$458,762 â–²	4.8%	109,406	8.1%	ETF
FTNT Fortinet	$9,242,701	$232,734 â–¼	-2.5%	60,166	7.5%	Technology
BRK.B Berkshire Hathaway	$7,833,605	$21,016 â–²	0.3%	15,655	6.4%	Finance
AAPL Apple	$7,112,167	$19,676 â–²	0.3%	24,579	5.8%	Technology
SPLG SPDR Portfolio S&P 500 ETF	$7,002,794	$964,481 â–²	16.0%	79,686	5.7%	ETF
AMZN Amazon.com	$5,246,893	$57,917 â–²	1.1%	22,014	4.3%	Consumer Discretionary
SPY SPDR S&P 500 ETF Trust	$5,045,178	$530,953 â–¼	-9.5%	6,756	4.1%	ETF
NVDA NVIDIA	$4,556,913	$101,847 â–¼	-2.2%	22,774	3.7%	Technology
GOOG Alphabet	$4,271,213	$44,168 â–²	1.0%	12,088	3.5%	Communication Services
JPM JPMorgan Chase & Co.	$4,042,775	$120,128 â–²	3.1%	12,351	3.3%	Finance
MSFT Microsoft	$3,584,380	$131,304 â–²	3.8%	9,609	2.9%	Technology
WALMART INC	$3,051,769	$85,964 â–²	2.9%	26,945	2.5%	COM
WM Waste Management	$2,814,253	$114,781 â–²	4.3%	12,627	2.3%	Industrials
QQQ Invesco QQQ	$2,705,534	$67,749 â–¼	-2.4%	3,674	2.2%	ETF
COHR Coherent	$2,545,909	$132,936 â–¼	-5.0%	6,454	2.1%	Technology
LLY Eli Lilly and Company	$2,508,008	$165,521 â–²	7.1%	2,091	2.0%	Healthcare
CRWD CrowdStrike	$2,301,630	$330,440 â–¼	-12.6%	3,016	1.9%	Technology
XSMO Invesco S&P SmallCap Momentum ETF	$2,080,084	$258,700 â–²	14.2%	22,216	1.7%	ETF
META Meta Platforms	$1,893,635	$8,449 â–²	0.4%	3,362	1.5%	Communication Services
KO CocaCola	$1,411,320	$97,523 â–²	7.4%	17,366	1.1%	Consumer Staples
PG Procter & Gamble	$1,339,509	$60,707 â–¼	-4.3%	9,135	1.1%	Consumer Staples
CHENIERE ENERGY INC	$1,243,746	$5,736 â–¼	-0.5%	5,204	1.0%	COM NEW
QQQM Invesco NASDAQ 100 ETF	$1,243,389	$30,297 â–²	2.5%	4,104	1.0%	ETF
NSC Norfolk Southern	$1,211,847	$23,910 â–¼	-1.9%	3,852	1.0%	Industrials
ABBV AbbVie	$1,204,097	$54,103 â–²	4.7%	4,785	1.0%	Healthcare
JNJ Johnson & Johnson	$1,188,088	$12,699 â–¼	-1.1%	4,678	1.0%	Healthcare
SPMD SPDR Portfolio S&P 400 Mid Cap ETF	$1,087,176	$47,968 â–²	4.6%	16,092	0.9%	ETF
CAT Caterpillar	$883,867	$44,726 â–²	5.3%	830	0.7%	Industrials
BND Vanguard Total Bond Market ETF	$871,964	$87,358 â–²	11.1%	11,878	0.7%	ETF
LOW Lowe's Companies	$869,833		0.0%	3,945	0.7%	Consumer Discretionary
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$866,607	$70,992 â–¼	-7.6%	15,027	0.7%	ETF
VYM Vanguard High Dividend Yield ETF	$817,850	$474 â–²	0.1%	5,175	0.7%	ETF
UNP Union Pacific	$788,528		0.0%	2,899	0.6%	Industrials
MPC Marathon Petroleum	$783,117	$16,619 â–¼	-2.1%	3,063	0.6%	Energy
GOOGL Alphabet	$768,346		0.0%	2,150	0.6%	Communication Services
DIS Walt Disney	$767,522	$54,864 â–¼	-6.7%	7,974	0.6%	Communication Services
VTI Vanguard Total Stock Market ETF	$754,533	$271,617 â–¼	-26.5%	2,039	0.6%	ETF
FHN First Horizon	$696,199	$5,282 â–¼	-0.8%	27,153	0.6%	Finance
XOM ExxonMobil	$689,879	$37,871 â–¼	-5.2%	5,046	0.6%	Energy
SCHD Schwab US Dividend Equity ETF	$681,773		0.0%	21,500	0.6%	ETF
NOC Northrop Grumman	$677,382	$35,652 â–²	5.6%	1,330	0.6%	Industrials
HD Home Depot	$657,997	$35,262 â–¼	-5.1%	1,866	0.5%	Consumer Discretionary
PHM PulteGroup	$646,945	$4,116 â–¼	-0.6%	4,715	0.5%	Consumer Discretionary
CRM Salesforce	$624,123	$15,509 â–¼	-2.4%	3,984	0.5%	Technology
EMN Eastman Chemical	$617,533	$2,009 â–²	0.3%	9,220	0.5%	Materials
MCD McDonald's	$559,909	$96,517 â–¼	-14.7%	2,071	0.5%	Consumer Discretionary
XLK Technology Select Sector SPDR Fund	$489,446	$18,671 â–²	4.0%	2,569	0.4%	ETF
ET Energy Transfer	$482,684		0.0%	25,245	0.4%	Energy
TSLA Tesla	$472,754		0.0%	1,124	0.4%	Consumer Discretionary
VYMI Vanguard International High Dividend Yield ETF	$451,720		0.0%	4,600	0.4%	ETF
UNH UnitedHealth Group	$448,880	$41,563 â–¼	-8.5%	1,080	0.4%	Healthcare
DUK Duke Energy	$437,967		0.0%	3,460	0.4%	Utilities
RF Regions Financial	$424,572	$453 â–²	0.1%	14,059	0.3%	Finance
DLR Digital Realty Trust	$420,217	$17,958 â–¼	-4.1%	2,340	0.3%	Real Estate
SLV iShares Silver Trust	$420,007		0.0%	7,855	0.3%	ETF
TFC Truist Financial	$366,326	$2,491 â–¼	-0.7%	7,353	0.3%	Finance
ECL Ecolab	$359,710	$5,573 â–²	1.6%	1,291	0.3%	Materials
DIA SPDR Dow Jones Industrial Average ETF Trust	$359,404	$8,881 â–²	2.5%	688	0.3%	ETF
IWF iShares Russell 1000 Growth ETF	$344,696	$258,522 â–²	300.0%	2,776	0.3%	ETF
PALANTIR TECHNOLOGIES INC	$337,993	$88,903 â–²	35.7%	2,897	0.3%	CL A
COST Costco Wholesale	$336,769		0.0%	360	0.3%	Consumer Staples
TJX TJX Companies	$324,917	$909 â–²	0.3%	2,145	0.3%	Consumer Discretionary
TIDAL TRUST II	$318,185	$318,185 â–²	New Holding	3,610	0.3%	YIEL SE PORT ETF
SOFI SoFi Technologies	$298,158	$13,107 â–¼	-4.2%	16,629	0.2%	Finance
PANW Palo Alto Networks	$297,710	$297,710 â–²	New Holding	873	0.2%	Technology
ROUNDHILL ETF TRUST	$294,292	$294,292 â–²	New Holding	3,985	0.2%	MEMORY ETF
PKG Packaging Corporation of America	$285,936		0.0%	1,200	0.2%	Materials
ELV Elevance Health	$266,437	$387 â–²	0.1%	689	0.2%	Healthcare
FDX FedEx	$266,161	$25,050 â–¼	-8.6%	850	0.2%	Industrials
VZ Verizon Communications	$265,345	$19,053 â–¼	-6.7%	6,267	0.2%	Communication Services
IYW iShares U.S. Technology ETF	$246,681	$246,681 â–²	New Holding	978	0.2%	ETF
SO Southern	$244,061		0.0%	2,550	0.2%	Utilities
AEP American Electric Power	$232,577		0.0%	1,700	0.2%	Utilities
FDVV Fidelity High Dividend ETF	$226,811		0.0%	3,762	0.2%	ETF
DAL Delta Air Lines	$224,784	$224,784 â–²	New Holding	2,400	0.2%	Industrials
CSX CSX	$223,391	$223,391 â–²	New Holding	4,700	0.2%	Industrials
PSX Phillips 66	$223,146		0.0%	1,320	0.2%	Energy
TOWN Towne Bank	$217,440		0.0%	6,000	0.2%	Finance
AMAT Applied Materials	$216,900	$216,900 â–²	New Holding	300	0.2%	Technology
MDY SPDR S&P MidCap 400 ETF Trust	$203,969	$203,969 â–²	New Holding	290	0.2%	ETF
TSM Taiwan Semiconductor Manufacturing	$203,445	$203,445 â–²	New Holding	426	0.2%	Technology
ITA iShares U.S. Aerospace & Defense ETF	$201,209	$38,302 â–¼	-16.0%	830	0.2%	ETF
KR Kroger	$0	$258,325 â–¼	-100.0%	0	0.0%	Consumer Staples
CVX Chevron	$0	$218,693 â–¼	-100.0%	0	0.0%	Energy
SYM Symbotic	$0	$218,120 â–¼	-100.0%	0	0.0%	Industrials

Showing largest 100 holdings. View all holdings.

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Aldebaran Financial Inc. Top Holdings and 13F Report (2026)

About Aldebaran Financial Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Aldebaran Financial Inc. Top Holdings and 13F Report (2026)

About Aldebaran Financial Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofAldebaran Financial Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools