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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
Page 1 of 4  ·  76 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPTM SPDR SERIES TRUST 104,353.0 $8.3M 7.84% +6K +6.0% $79.06 +13.0%
2 BERKSHIRE HATHAWAY INC DEL 15,613.0 $7.5M 7.11% +100.0 +0.6% $479.20
3 AAPL APPLE INC Technology 24,511.0 $6.2M 5.91% -560.0 -2.2% $253.79 +18.8%
4 SPYM SPDR SERIES TRUST 68,711.0 $5.3M 5.00% +3K +5.3% $76.54 +13.8%
5 FORTINET INC 61,681.0 $5.0M 4.79% -5K -8.1% $81.72
6 SPY STATE STR SPDR S&P 500 ETF T Financial Services 7,467.0 $4.9M 4.61% +92.0 +1.2% $650.34 +13.5%
7 AMZN AMAZON COM INC Consumer Cyclical 21,771.0 $4.5M 4.31% +220.0 +1.0% $208.27 +25.8%
8 NVDA NVIDIA CORPORATION Technology 23,283.0 $4.1M 3.86% +239.0 +1.0% $174.40 +30.3%
9 JPM JPMORGAN CHASE & CO Financial Services 11,984.0 $3.5M 3.35% +154.0 +1.3% $294.16 +2.3%
10 GOOG ALPHABET INC Communication Services 11,963.0 $3.4M 3.26% +655.0 +5.8% $286.87 +32.9%
11 MSFT MICROSOFT CORP Technology 9,257.0 $3.4M 3.25% +325.0 +3.6% $370.17 +14.4%
12 WMT WALMART INC Consumer Defensive 26,186.0 $3.3M 3.09% +852.0 +3.4% $124.28 -1.2%
13 WM WASTE MGMT INC DEL Industrials 12,112.0 $2.8M 2.64% +440.0 +3.8% $229.79 -5.6%
14 QQQ INVESCO QQQ TR Financial Services 3,766.0 $2.2M 2.06% $577.18 +23.0%
15 META META PLATFORMS INC Communication Services 3,347.0 $1.9M 1.82% +62.0 +1.9% $572.05 +5.0%
16 LLY ELI LILLY & CO Healthcare 1,953.0 $1.8M 1.71% +101.0 +5.5% $919.77 +11.7%
17 COHR COHERENT CORP Technology 6,791.0 $1.6M 1.54% -270.0 -3.8% $238.21 +52.1%
18 LNG CHENIERE ENERGY INC Energy 5,228.0 $1.5M 1.41% -128.0 -2.4% $283.74 -14.3%
19 XSMO INVESCO EXCHANGE TRADED FD T 19,453.0 $1.5M 1.41% +3K +14.8% $76.02 +11.0%
20 PG PROCTER & GAMBLE CO Consumer Defensive 9,549.0 $1.4M 1.31% -155.0 -1.6% $144.44 -2.5%
Page 1 of 4  ·  76 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 25.2%
Financial Services 18.7%
Consumer Cyclical 12.0%
Communication Services 10.1%
Industrials 9.3%
Consumer Defensive 9.2%
Healthcare 6.3%
Energy 5.8%
Basic Materials 1.5%
Utilities 1.3%