Universe · entity

Aldebaran Financial Inc.

Institutional manager (13F) · CIK 1353110
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $98M
#IssuerValueShares
1SPDR SERIES TRUST$8M104,353
2BERKSHIRE HATHAWAY INC DEL$7M15,613
3APPLE INC$6M24,511
4SPDR SERIES TRUST$5M68,711
5FORTINET INC$5M61,681
6STATE STR SPDR S&P 500 ETF T$5M7,467
7AMAZON COM INC$5M21,771
8NVIDIA CORPORATION$4M23,283
9JPMORGAN CHASE & CO$4M11,984
10ALPHABET INC$3M11,963
11MICROSOFT CORP$3M9,257
12WALMART INC$3M26,186
13WASTE MGMT INC DEL$3M12,112
14INVESCO QQQ TR$2M3,766
15META PLATFORMS INC$2M3,347
16ELI LILLY & CO$2M1,953
17COHERENT CORP$2M6,791
18CHENIERE ENERGY INC$1M5,228
19INVESCO EXCHANGE TRADED FD T$1M19,453
20PROCTER & GAMBLE CO$1M9,549
21CROWDSTRIKE HLDGS INC$1M3,449
22COCA COLA CO$1M16,166
23JOHNSON & JOHNSON$1M4,728
24NORFOLK SOUTHN CORP$1M3,928
25ABBVIE INC$994k4,570
26INVESCO EXCH TRADED FD TR II$951k4,004
27LOWES COS INC$932k3,945
28SPDR SERIES TRUST$911k15,382
29EXXON MOBIL CORP$903k5,323
30VANGUARD INDEX FDS$890k2,773
31NORTHROP GRUMMAN CORP$860k1,260
32DISNEY WALT CO$824k8,544
33VANGUARD BD INDEX FDS$787k10,688
34SPDR SERIES TRUST$786k16,258
35VANGUARD WHITEHALL FDS$766k5,172
36MARATHON PETE CORP$764k3,128
37SALESFORCE INC$762k4,083
38MCDONALDS CORP$755k2,428
39UNION PAC CORP$703k2,899
40EASTMAN CHEM CO$701k9,190
41SCHWAB STRATEGIC TR$660k21,500
42HOME DEPOT INC$646k1,966
43FIRST HORIZON CORPORATION$623k27,359
44ALPHABET INC$618k2,150
45CATERPILLAR INC$558k788
46PULTE GROUP INC$558k4,745
47ISHARES SILVER TR$535k7,855
48ENERGY TRANSFER L P$487k25,245
49DUKE ENERGY CORP NEW$453k3,460
50DIGITAL RLTY TR INC$440k2,440
All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.