Portfolio (Quarterly) Guide ↗

Aldebaran Financial Inc.

· CIK 0001353110

13F Portfolio $105M AUM 76 positions Filed May 14, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 4 New 28 Added 18 Reduced 5 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	USHY	ISHARES TR	—	8,500	$318K	0.29%	SOLD
2	SBUX	STARBUCKS CORP	Consumer Cyclical	3,351	$286K	0.26%	SOLD
3	PANW	PALO ALTO NETWORKS INC	Technology	1,263	$236K	0.22%	SOLD
4	VOO	VANGUARD INDEX FDS	—	368	$232K	0.21%	SOLD
5	IXN	ISHARES TR	—	2,055	$218K	0.20%	SOLD

Sector Allocation

Technology 26.4%

Financial Services 19.7%

Consumer Cyclical 12.6%

Industrials 9.8%

Consumer Defensive 9.7%

Healthcare 6.7%

Energy 6.1%

Communication Services 5.5%

Basic Materials 1.5%

Utilities 1.4%