Investor
Aldebaran Financial Inc.
CIK 0001353110 · filed 2026-05-14 · SEC filing
13F book
$105.3M
Positions
76
4 new · 5 sold
Largest name
7.8%
Spdr Series Trust
Est. mark
−$3.73M
Price effect on 72 names still held. Flow $964.2K.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Spdr Series Trust | — | 104.4K | $8.25M | 7.8% | −$398.9K | Added$65.2K |
| Berkshire Hathaway Inc Del | — | 15.6K | $7.48M | 7.1% | −$380.2K | Added−$332.3K |
| Apple Inc. | AAPL | 24.5K | $6.22M | 5.9% | −$472.7K | Cut−$625.6K |
| Spdr Series Trust | — | 68.7K | $5.26M | 5.0% | −$279.3K | Added−$13.4K |
| Fortinet, Inc. | FTNT | 61.7K | $5.04M | 4.8% | $87K | Cut−$352.1K |
| Spdr S&P 500 Etf Tr | — | 7.47K | $4.86M | 4.6% | −$270.4K | Added−$210.6K |
| Amazon Com Inc | AMZN | 21.8K | $4.53M | 4.3% | −$522.8K | Added−$477K |
| Nvidia Corp | NVDA | 23.3K | $4.06M | 3.9% | −$302.8K | Added−$261.1K |
| Jpmorgan Chase & Co. | — | 12K | $3.53M | 3.3% | −$346.2K | Added−$300.9K |
| Alphabet Inc | — | 12K | $3.43M | 3.3% | −$313K | Added−$125.1K |
| Microsoft Corp | MSFT | 9.26K | $3.43M | 3.3% | −$1.05M | Added−$927.6K |
| Walmart Inc. | WMT | 26.2K | $3.25M | 3.1% | $313.1K | Added$419K |
| Waste Mgmt Inc Del | — | 12.1K | $2.78M | 2.6% | $89.6K | Added$190.8K |
| Invesco Qqq Tr | — | 3.77K | $2.17M | 2.1% | −$159.1K | Cut−$161.6K |
| Meta Platforms, Inc. | META | 3.35K | $1.91M | 1.8% | −$308.7K | Added−$273.2K |
| Eli Lilly & Co | LLY | 1.95K | $1.8M | 1.7% | −$296.3K | Added−$203.4K |
| Coherent Corp. | COHR | 6.79K | $1.62M | 1.5% | $349.1K | Cut$298.6K |
| Cheniere Energy, Inc. | LNG | 5.23K | $1.48M | 1.4% | $472K | Cut$447.2K |
| Invesco Exchange Traded Fd T | — | 19.5K | $1.48M | 1.4% | $45.9K | Added$237K |
| Procter And Gamble Co | PG | 9.55K | $1.38M | 1.3% | $3.71K | Cut−$18.6K |
| Crowdstrike Hldgs Inc | — | 3.45K | $1.35M | 1.3% | −$264.9K | Added−$131.7K |
| Coca Cola Co | KO | 16.2K | $1.23M | 1.2% | $89K | Added$187K |
| Johnson & Johnson | JNJ | 4.73K | $1.16M | 1.1% | $177.3K | Added$177.5K |
| Norfolk Southn Corp | — | 3.93K | $1.13M | 1.1% | −$12.2K | Cut−$23.8K |
| AbbVie Inc. | ABBV | 4.57K | $993.9K | 0.9% | −$52.4K | Added$11.8K |
| Invesco Exch Traded Fd Tr Ii | — | 4K | $951.4K | 0.9% | −$66.3K | Added−$18.7K |
| Lowes Cos Inc | — | 3.94K | $932.1K | 0.9% | −$27.2K | Held |
| Spdr Series Trust | — | 15.4K | $910.9K | 0.9% | $10.6K | Cut$7.63K |
| Exxon Mobil Corp | — | 5.32K | $903.1K | 0.9% | $259.2K | Cut$231.6K |
| Vanguard Index Fds | — | 2.77K | $889.6K | 0.8% | −$47.3K | Cut−$78.3K |
| Northrop Grumman Corp | — | 1.26K | $859.6K | 0.8% | $129.2K | Added$170.1K |
| Disney Walt Co | — | 8.54K | $823.5K | 0.8% | −$157.3K | Cut−$263.8K |
| Vanguard Bd Index Fds | — | 10.7K | $787.1K | 0.7% | −$6.73K | Added−$6.51K |
| Spdr Series Trust | — | 16.3K | $785.6K | 0.7% | $14.3K | Cut$3.63K |
| Vanguard Whitehall Fds | — | 5.17K | $765.9K | 0.7% | $18.3K | Added$19.2K |
| Marathon Pete Corp | — | 3.13K | $763.8K | 0.7% | $251.4K | Held |
| Salesforce, Inc. | CRM | 4.08K | $762.3K | 0.7% | −$312.4K | Added−$285.9K |
| Mcdonalds Corp | MCD | 2.43K | $754.7K | 0.7% | $6.89K | Cut−$4.82K |
| Union Pac Corp | — | 2.9K | $703.4K | 0.7% | $27.8K | Cut$27.3K |
| Eastman Chem Co | — | 9.19K | $701.4K | 0.7% | $109.9K | Added$112.1K |
| Schwab Strategic Tr | — | 21.5K | $659.6K | 0.6% | $65.6K | Held |
| Home Depot, Inc. | HD | 1.97K | $646.5K | 0.6% | −$34.3K | Held |
| First Horizon Corporation | — | 27.4K | $622.7K | 0.6% | −$31.7K | Added−$31.3K |
| Alphabet Inc | — | 2.15K | $618.3K | 0.6% | −$56.5K | Held |
| Caterpillar Inc | CAT | 788 | $558.3K | 0.5% | $99.4K | Added$120.6K |
| Pulte Group Inc | — | 4.75K | $558.1K | 0.5% | −$2.47K | Held |
| Ishares Silver Tr | — | 7.86K | $535.2K | 0.5% | −$6.47K | Added$4.09K |
| Energy Transfer L P | — | 25.2K | $487.2K | 0.5% | $63.4K | Added$107.2K |
| Duke Energy Corp New | — | 3.46K | $453.1K | 0.4% | $44.2K | Added$60.6K |
| Digital Rlty Tr Inc | — | 2.44K | $439.7K | 0.4% | $58.1K | Cut$14.3K |
| Vanguard Whitehall Fds | — | 4.6K | $433.5K | 0.4% | $17.7K | Held |
| Tesla, Inc. | TSLA | 1.12K | $417.8K | 0.4% | −$92.9K | Cut−$93.8K |
| Regions Financial Corp New | — | 14K | $366.8K | 0.3% | −$16.9K | Cut−$27.4K |
| Costco Whsl Corp New | — | 360 | $358.7K | 0.3% | $47.1K | Held |
| Tjx Cos Inc New | — | 2.14K | $341.6K | 0.3% | $9.41K | Added$10K |
| Truist Finl Corp | — | 7.4K | $340.3K | 0.3% | −$26.6K | Cut−$42.7K |
| Ecolab Inc. | ECL | 1.27K | $338.1K | 0.3% | $1.95K | Cut−$5.46K |
| Verizon Communications Inc | VZ | 6.72K | $337.2K | 0.3% | $63.8K | Cut−$11.7K |
| Fedex Corp | FDX | 930 | $331.2K | 0.3% | $60.6K | Cut$38.7K |
| Select Sector Spdr Tr | — | 2.47K | $328.4K | 0.3% | −$30.4K | Added−$25.2K |
| Unitedhealth Group Inc | UNH | 1.18K | $319.3K | 0.3% | −$65K | Added−$31.1K |
| Palantir Technologies Inc. | PLTR | 2.13K | $312.3K | 0.3% | −$63.1K | Added−$17.7K |
| Spdr Dow Jones Indl Average | — | 671 | $310.8K | 0.3% | −$13.7K | Cut−$19.5K |
| Ishares Tr | — | 694 | $295.9K | 0.3% | −$35.1K | Held |
| SoFi Technologies, Inc. | SOFI | 17.4K | $275.7K | 0.3% | −$185.4K | Held |
| Kroger Co | KR | 3.57K | $258.3K | 0.2% | $34.6K | Held |
| Packaging Corp Amer | — | 1.2K | $254.7K | 0.2% | $4.75K | Held |
| Southern Co | — | 2.55K | $246.1K | 0.2% | $22.8K | Held |
| Phillips 66 | PSX | 1.32K | $240.5K | 0.2% | — | New |
| American Elec Pwr Co Inc | — | 1.7K | $222.8K | 0.2% | — | New |
| Chevron Corp New | CVX | 1.06K | $218.7K | 0.2% | — | New |
| Symbotic Inc. | SYM | 4.1K | $218.1K | 0.2% | −$24.2K | Added$11.4K |
| Ishares Tr | — | 988 | $216.1K | 0.2% | — | New |
| Fidelity Covington Trust | — | 3.76K | $207.8K | 0.2% | −$6.81K | Held |
| Townebank Portsmouth Va | — | 6K | $202K | 0.2% | $420 | Held |
| Elevance Health Inc Formerly | — | 688 | $201.4K | 0.2% | −$38.5K | Added−$38.2K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.