Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Aldebaran Financial Inc. (CIK 1353110) reported $105.3M across 76 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPTM ($8.3M, 7.84%), BRK/B ($7.5M, 7.11%), AAPL ($6.2M, 5.91%), SPLG ($5.3M, 4.99%), FTNT ($5.0M, 4.79%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPTM | SPDR SERIES TRUST | $8.3M | 7.84% | 104,353 | Added |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $7.5M | 7.11% | 15,613 | Added |
| 3 | AAPL | APPLE INC | $6.2M | 5.91% | 24,511 | Trimmed |
| 4 | SPLG | SPDR SERIES TRUST | $5.3M | 4.99% | 68,711 | Added |
| 5 | FTNT | FORTINET INC | $5.0M | 4.79% | 61,681 | Trimmed |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | $4.9M | 4.61% | 7,467 | Added |
| 7 | AMZN | AMAZON COM INC | $4.5M | 4.31% | 21,771 | Added |
| 8 | NVDA | NVIDIA CORPORATION | $4.1M | 3.86% | 23,283 | Added |
| 9 | JPM | JPMORGAN CHASE & CO | $3.5M | 3.35% | 11,984 | Added |
| 10 | GOOG | ALPHABET INC | $3.4M | 3.26% | 11,963 | Added |
| 11 | MSFT | MICROSOFT CORP | $3.4M | 3.25% | 9,257 | Added |
| 12 | WMT | WALMART INC | $3.3M | 3.09% | 26,186 | Added |
| 13 | WM | WASTE MGMT INC DEL | $2.8M | 2.64% | 12,112 | Added |
| 14 | QQQ | INVESCO QQQ TR | $2.2M | 2.06% | 3,766 | Trimmed |
| 15 | META | META PLATFORMS INC | $1.9M | 1.82% | 3,347 | Added |
| 16 | LLY | ELI LILLY & CO | $1.8M | 1.71% | 1,953 | Added |
| 17 | COHR | COHERENT CORP | $1.6M | 1.54% | 6,791 | Trimmed |
| 18 | LNG | CHENIERE ENERGY INC | $1.5M | 1.41% | 5,228 | Trimmed |
| 19 | XSMO | INVESCO EXCHANGE TRADED FD T | $1.5M | 1.40% | 19,453 | Added |
| 20 | PG | PROCTER & GAMBLE CO | $1.4M | 1.31% | 9,549 | Trimmed |
| 21 | CRWD | CROWDSTRIKE HLDGS INC | $1.3M | 1.28% | 3,449 | Added |
| 22 | KO | COCA COLA CO | $1.2M | 1.17% | 16,166 | Added |
| 23 | JNJ | JOHNSON & JOHNSON | $1.2M | 1.10% | 4,728 | Added |
| 24 | NSC | NORFOLK SOUTHN CORP | $1.1M | 1.07% | 3,928 | Trimmed |
| 25 | ABBV | ABBVIE INC | $993,929 | 0.94% | 4,570 | Added |
Source: SEC Form 13F filings · as of 2026-03-31