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

About Aldebaran Financial Inc.

Investment Activity

Aldebaran Financial Inc. has $105.29 million in total holdings as of March 31, 2026.
Aldebaran Financial Inc. owns shares of 76 different stocks, but just 30 companies or ETFs make up 80% of its holdings.
Approximately 3.16% of the portfolio was purchased this quarter.
About 2.29% of the portfolio was sold this quarter.
This quarter, Aldebaran Financial Inc. has purchased 77 new stocks and bought additional shares in 35 stocks.
Aldebaran Financial Inc. sold shares of 22 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

SPDR Portfolio S&P 1500 Composite Stock Market ETF: $8,250,132
Berkshire Hathaway: $7,481,750
Apple: $6,220,767
SPDR Portfolio S&P 500 ETF: $5,259,137
Fortinet: $5,040,571

Largest New Holdings this Quarter

718546104 - Phillips 66: $240,478 Holding
025537101 - American Electric Power: $222,836 Holding
166764100 - Chevron: $218,693 Holding
464288760 - iShares U.S. Aerospace & Defense ETF: $216,125 Holding

Largest Purchases this Quarter

SPDR Portfolio S&P 1500 Composite Stock Market ETF: 5,870 shares (about $464.08K)
SPDR Portfolio S&P 500 ETF: 3,473 shares (about $265.82K)
Phillips 66: 1,320 shares (about $240.48K)
American Electric Power: 1,700 shares (about $222.84K)
Chevron: 1,057 shares (about $218.69K)

Largest Sales this Quarter

Fortinet: 5,467 shares (about $446.76K)
Apple: 560 shares (about $142.13K)
Verizon Communications: 1,855 shares (about $93.12K)
Walt Disney: 928 shares (about $89.45K)
Coherent: 270 shares (about $64.32K)

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	$8,250,132	$464,081 â–²	6.0%	104,353	7.8%	ETF
BRK.B Berkshire Hathaway	$7,481,750	$47,920 â–²	0.6%	15,613	7.1%	Finance
AAPL Apple	$6,220,767	$142,125 â–¼	-2.2%	24,511	5.9%	Computer and Technology
SPLG SPDR Portfolio S&P 500 ETF	$5,259,137	$265,823 â–²	5.3%	68,711	5.0%	ETF
FTNT Fortinet	$5,040,571	$446,763 â–¼	-8.1%	61,681	4.8%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$4,856,089	$59,831 â–²	1.2%	7,467	4.6%	Finance
AMZN Amazon.com	$4,534,180	$45,819 â–²	1.0%	21,771	4.3%	Retail/Wholesale
NVDA NVIDIA	$4,060,609	$41,682 â–²	1.0%	23,283	3.9%	Computer and Technology
JPM JPMorgan Chase & Co.	$3,525,233	$45,301 â–²	1.3%	11,984	3.3%	Finance
GOOG Alphabet	$3,431,767	$187,897 â–²	5.8%	11,963	3.3%	Computer and Technology
MSFT Microsoft	$3,426,685	$120,306 â–²	3.6%	9,257	3.3%	Computer and Technology
WALMART INC	$3,254,420	$105,887 â–²	3.4%	26,186	3.1%	COM
WM Waste Management	$2,783,231	$101,108 â–²	3.8%	12,112	2.6%	Business Services
QQQ Invesco QQQ	$2,173,660	$2,309 â–¼	-0.1%	3,766	2.1%	Finance
META Meta Platforms	$1,914,661	$35,467 â–²	1.9%	3,347	1.8%	Computer and Technology
LLY Eli Lilly and Company	$1,796,311	$92,897 â–²	5.5%	1,953	1.7%	Medical
COHR Coherent	$1,617,684	$64,317 â–¼	-3.8%	6,791	1.5%	Business Services
CHENIERE ENERGY INC	$1,483,374	$36,318 â–¼	-2.4%	5,228	1.4%	COM NEW
XSMO Invesco S&P SmallCap Momentum ETF	$1,478,817	$191,114 â–²	14.8%	19,453	1.4%	ETF
PG Procter & Gamble	$1,379,280	$22,389 â–¼	-1.6%	9,549	1.3%	Consumer Staples
CRWD CrowdStrike	$1,346,524	$133,130 â–²	11.0%	3,449	1.3%	Computer and Technology
KO CocaCola	$1,229,410	$98,027 â–²	8.7%	16,166	1.2%	Consumer Staples
JNJ Johnson & Johnson	$1,155,614	$244 â–²	0.0%	4,728	1.1%	Medical
NSC Norfolk Southern	$1,127,193	$11,479 â–¼	-1.0%	3,928	1.1%	Transportation
ABBV AbbVie	$993,929	$64,160 â–²	6.9%	4,570	0.9%	Medical
QQQM Invesco NASDAQ 100 ETF	$951,430	$47,524 â–²	5.3%	4,004	0.9%	ETF
LOW Lowe's Companies	$932,125		0.0%	3,945	0.9%	Retail/Wholesale
SPMD SPDR Portfolio S&P 400 Mid Cap ETF	$910,922	$3,020 â–¼	-0.3%	15,382	0.9%	ETF
XOM ExxonMobil	$903,140	$38,684 â–¼	-4.1%	5,323	0.9%	Energy
VTI Vanguard Total Stock Market ETF	$889,623	$29,515 â–¼	-3.2%	2,773	0.8%	ETF
NOC Northrop Grumman	$859,622	$40,934 â–²	5.0%	1,260	0.8%	Aerospace
DIS Walt Disney	$823,514	$89,445 â–¼	-9.8%	8,544	0.8%	Consumer Discretionary
BND Vanguard Total Bond Market ETF	$787,064	$221 â–²	0.0%	10,688	0.7%	ETF
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$785,587	$10,872 â–¼	-1.4%	16,258	0.7%	ETF
VYM Vanguard High Dividend Yield ETF	$765,915	$889 â–²	0.1%	5,172	0.7%	Financial Services
MPC Marathon Petroleum	$763,795		0.0%	3,128	0.7%	Energy
CRM Salesforce	$762,252	$26,510 â–²	3.6%	4,083	0.7%	Computer and Technology
MCD McDonald's	$754,710	$11,812 â–¼	-1.5%	2,428	0.7%	Retail/Wholesale
UNP Union Pacific	$703,355	$485 â–¼	-0.1%	2,899	0.7%	Transportation
EMN Eastman Chemical	$701,411	$2,290 â–²	0.3%	9,190	0.7%	Basic Materials
SCHD Schwab US Dividend Equity ETF	$659,620		0.0%	21,500	0.6%	ETF
HD Home Depot	$646,477		0.0%	1,966	0.6%	Retail/Wholesale
FHN First Horizon	$622,696	$410 â–²	0.1%	27,359	0.6%	Finance
GOOGL Alphabet	$618,254		0.0%	2,150	0.6%	Computer and Technology
CAT Caterpillar	$558,266	$21,254 â–²	4.0%	788	0.5%	Industrials
PHM PulteGroup	$558,059		0.0%	4,745	0.5%	Construction
SLV iShares Silver Trust	$535,240	$10,562 â–²	2.0%	7,855	0.5%	ETF
ET Energy Transfer	$487,229	$43,811 â–²	9.9%	25,245	0.5%	Energy
DUK Duke Energy	$453,052	$16,367 â–²	3.7%	3,460	0.4%	Utilities
DLR Digital Realty Trust	$439,712	$50,459 â–¼	-10.3%	2,440	0.4%	Finance
VYMI Vanguard International High Dividend Yield ETF	$433,504		0.0%	4,600	0.4%	ETF
TSLA Tesla	$417,847	$744 â–¼	-0.2%	1,124	0.4%	Auto/Tires/Trucks
RF Regions Financial	$366,833	$10,082 â–¼	-2.7%	14,044	0.3%	Finance
COST Costco Wholesale	$358,715		0.0%	360	0.3%	Retail/Wholesale
TJX TJX Companies	$341,641	$639 â–²	0.2%	2,139	0.3%	Retail/Wholesale
TFC Truist Financial	$340,316	$14,940 â–¼	-4.2%	7,403	0.3%	Finance
ECL Ecolab	$338,055	$7,447 â–¼	-2.2%	1,271	0.3%	Basic Materials
VZ Verizon Communications	$337,193	$93,121 â–¼	-21.6%	6,717	0.3%	Computer and Technology
FDX FedEx	$331,247	$26,713 â–¼	-7.5%	930	0.3%	Transportation
XLK Technology Select Sector SPDR Fund	$328,396	$5,183 â–²	1.6%	2,471	0.3%	ETF
UNH UnitedHealth Group	$319,296	$33,824 â–²	11.8%	1,180	0.3%	Medical
PALANTIR TECHNOLOGIES INC	$312,308	$45,347 â–²	17.0%	2,135	0.3%	CL A
DIA SPDR Dow Jones Industrial Average ETF Trust	$310,800	$5,558 â–¼	-1.8%	671	0.3%	Finance
IWF iShares Russell 1000 Growth ETF	$295,922		0.0%	694	0.3%	ETF
SOFI SoFi Technologies	$275,677		0.0%	17,360	0.3%	Finance
KR Kroger	$258,325		0.0%	3,570	0.2%	Retail/Wholesale
PKG Packaging Corporation of America	$254,664		0.0%	1,200	0.2%	Industrials
SO Southern	$246,126		0.0%	2,550	0.2%	Utilities
PSX Phillips 66	$240,478	$240,478 â–²	New Holding	1,320	0.2%	Energy
AEP American Electric Power	$222,836	$222,836 â–²	New Holding	1,700	0.2%	Utilities
CVX Chevron	$218,693	$218,693 â–²	New Holding	1,057	0.2%	Energy
SYM Symbotic	$218,120	$35,644 â–²	19.5%	4,100	0.2%	Business Services
ITA iShares U.S. Aerospace & Defense ETF	$216,125	$216,125 â–²	New Holding	988	0.2%	ETF
FDVV Fidelity High Dividend ETF	$207,813		0.0%	3,762	0.2%	ETF
TOWN Towne Bank	$202,020		0.0%	6,000	0.2%	Finance
ELV Elevance Health	$201,446	$293 â–²	0.1%	688	0.2%	Medical
USHY iShares Broad USD High Yield Corporate Bond ETF	$0	$318,155 â–¼	-100.0%	0	0.0%	ETF
SBUX Starbucks	$0	$285,697 â–¼	-100.0%	0	0.0%	Retail/Wholesale
PANW Palo Alto Networks	$0	$235,992 â–¼	-100.0%	0	0.0%	Computer and Technology
VOO Vanguard S&P 500 ETF	$0	$232,338 â–¼	-100.0%	0	0.0%	ETF
IXN iShares Global Tech ETF	$0	$217,625 â–¼	-100.0%	0	0.0%	ETF

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

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

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

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