Universe · entity
Aldebaran Financial Inc.
Institutional manager (13F) · CIK 1353110
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $98M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | SPDR SERIES TRUST | $8M | 104,353 |
| 2 | BERKSHIRE HATHAWAY INC DEL | $7M | 15,613 |
| 3 | APPLE INC | $6M | 24,511 |
| 4 | SPDR SERIES TRUST | $5M | 68,711 |
| 5 | FORTINET INC | $5M | 61,681 |
| 6 | STATE STR SPDR S&P 500 ETF T | $5M | 7,467 |
| 7 | AMAZON COM INC | $5M | 21,771 |
| 8 | NVIDIA CORPORATION | $4M | 23,283 |
| 9 | JPMORGAN CHASE & CO | $4M | 11,984 |
| 10 | ALPHABET INC | $3M | 11,963 |
| 11 | MICROSOFT CORP | $3M | 9,257 |
| 12 | WALMART INC | $3M | 26,186 |
| 13 | WASTE MGMT INC DEL | $3M | 12,112 |
| 14 | INVESCO QQQ TR | $2M | 3,766 |
| 15 | META PLATFORMS INC | $2M | 3,347 |
| 16 | ELI LILLY & CO | $2M | 1,953 |
| 17 | COHERENT CORP | $2M | 6,791 |
| 18 | CHENIERE ENERGY INC | $1M | 5,228 |
| 19 | INVESCO EXCHANGE TRADED FD T | $1M | 19,453 |
| 20 | PROCTER & GAMBLE CO | $1M | 9,549 |
| 21 | CROWDSTRIKE HLDGS INC | $1M | 3,449 |
| 22 | COCA COLA CO | $1M | 16,166 |
| 23 | JOHNSON & JOHNSON | $1M | 4,728 |
| 24 | NORFOLK SOUTHN CORP | $1M | 3,928 |
| 25 | ABBVIE INC | $994k | 4,570 |
| 26 | INVESCO EXCH TRADED FD TR II | $951k | 4,004 |
| 27 | LOWES COS INC | $932k | 3,945 |
| 28 | SPDR SERIES TRUST | $911k | 15,382 |
| 29 | EXXON MOBIL CORP | $903k | 5,323 |
| 30 | VANGUARD INDEX FDS | $890k | 2,773 |
| 31 | NORTHROP GRUMMAN CORP | $860k | 1,260 |
| 32 | DISNEY WALT CO | $824k | 8,544 |
| 33 | VANGUARD BD INDEX FDS | $787k | 10,688 |
| 34 | SPDR SERIES TRUST | $786k | 16,258 |
| 35 | VANGUARD WHITEHALL FDS | $766k | 5,172 |
| 36 | MARATHON PETE CORP | $764k | 3,128 |
| 37 | SALESFORCE INC | $762k | 4,083 |
| 38 | MCDONALDS CORP | $755k | 2,428 |
| 39 | UNION PAC CORP | $703k | 2,899 |
| 40 | EASTMAN CHEM CO | $701k | 9,190 |
| 41 | SCHWAB STRATEGIC TR | $660k | 21,500 |
| 42 | HOME DEPOT INC | $646k | 1,966 |
| 43 | FIRST HORIZON CORPORATION | $623k | 27,359 |
| 44 | ALPHABET INC | $618k | 2,150 |
| 45 | CATERPILLAR INC | $558k | 788 |
| 46 | PULTE GROUP INC | $558k | 4,745 |
| 47 | ISHARES SILVER TR | $535k | 7,855 |
| 48 | ENERGY TRANSFER L P | $487k | 25,245 |
| 49 | DUKE ENERGY CORP NEW | $453k | 3,460 |
| 50 | DIGITAL RLTY TR INC | $440k | 2,440 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.