Aldebaran Financial Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 23, 2026, for the 2025 Q4 period, Aldebaran Financial Inc. held in its portfolio 74 assets valued at $108,051,333 (i.e. $108.05M).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($15.14M), BERKSHIRE HATHAWAY INC DEL ($7.81M), and APPLE INC ($6.85M).
The chart below shows the top 10 valuable assets, and the table below shows the top 74 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Aldebaran Financial Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 195637 | 15142755 | STATE STREET SPD |
| BERKSHIRE HATHAWAY INC DEL | 15513 | 7814053 | CL B NEW |
| APPLE INC | 25071 | 6846366 | COM |
| FORTINET INC | 67148 | 5392676 | COM |
| SPDR S&P 500 ETF TR | 7375 | 5066699 | TR UNIT |
| AMAZON COM INC | 21551 | 5011180 | COM |
| MICROSOFT CORP | 8932 | 4354237 | COM |
| NVIDIA CORPORATION | 23044 | 4321730 | COM |
| JPMORGAN CHASE & CO. | 11830 | 3826171 | COM |
| ALPHABET INC | 11308 | 3556911 | CAP STK CL C |
| WALMART INC | 25334 | 2835417 | COM |
| WASTE MGMT INC DEL | 11672 | 2592478 | COM |
| INVESCO QQQ TR | 3770 | 2335251 | UNIT SER 1 |
| META PLATFORMS INC | 3285 | 2187883 | CL A |
| ELI LILLY & CO | 1852 | 1999697 | COM |
| CROWDSTRIKE HLDGS INC | 3108 | 1478258 | CL A |
| PROCTER AND GAMBLE CO | 9704 | 1397898 | COM |
| COHERENT CORP | 7061 | 1319065 | COM |
| INVESCO EXCHANGE TRADED FD T | 16939 | 1241798 | S&P SMLCP MOMENT |
| NORFOLK SOUTHN CORP | 3968 | 1151012 | COM |
| DISNEY WALT CO | 9472 | 1087310 | COM |
| SALESFORCE INC | 3941 | 1048105 | COM |
| COCA COLA CO | 14877 | 1042419 | COM |
| CHENIERE ENERGY INC | 5356 | 1036127 | COM NEW |
| ABBVIE INC | 4275 | 982139 | COM |
| JOHNSON & JOHNSON | 4727 | 978097 | COM |
| INVESCO EXCH TRADED FD TR II | 3804 | 970172 | NASDAQ 100 ETF |
| VANGUARD INDEX FDS | 2865 | 967956 | TOTAL STK MKT |
| LOWES COS INC | 3945 | 959345 | COM |
| VANGUARD BD INDEX FDS | 10685 | 793575 | TOTAL BND MRKT |
| MCDONALDS CORP | 2466 | 759529 | COM |
| VANGUARD WHITEHALL FDS | 5166 | 746743 | HIGH DIV YLD |
| NORTHROP GRUMMAN CORP | 1200 | 689484 | COM |
| HOME DEPOT INC | 1966 | 680771 | COM |
| UNION PAC CORP | 2901 | 676028 | COM |
| ALPHABET INC | 2150 | 674778 | CAP STK CL A |
| EXXON MOBIL CORP | 5551 | 671559 | COM |
| FIRST HORIZON CORPORATION | 27341 | 653994 | COM |
| SCHWAB STRATEGIC TR | 21500 | 594045 | US DIVIDEND EQ |
| EASTMAN CHEM CO | 9160 | 589265 | COM |
| PULTE GROUP INC | 4745 | 560527 | COM |
| ISHARES SILVER TR | 7700 | 531146 | ISHARES |
| MARATHON PETE CORP | 3128 | 512429 | COM |
| TESLA INC | 1126 | 511688 | COM |
| SOFI TECHNOLOGIES INC | 17360 | 461082 | COM |
| CATERPILLAR INC | 758 | 437662 | COM |
| DIGITAL RLTY TR INC | 2720 | 425381 | COM |
| VANGUARD WHITEHALL FDS | 4600 | 415840 | INTL HIGH ETF |
| REGIONS FINANCIAL CORP NEW | 14430 | 394229 | COM |
| DUKE ENERGY CORP NEW | 3335 | 392463 | COM NEW |
| TRUIST FINL CORP | 7728 | 383000 | COM |
| ENERGY TRANSFER L P | 22975 | 380007 | COM UT LTD PTN |
| SELECT SECTOR SPDR TR | 2432 | 353637 | STATE STREET TEC |
| UNITEDHEALTH GROUP INC | 1055 | 350429 | COM |
| VERIZON COMMUNICATIONS INC | 8572 | 348880 | COM |
| ECOLAB INC | 1299 | 343514 | COM |
| TJX COS INC NEW | 2135 | 331597 | COM |
| ISHARES TR | 694 | 331003 | RUS 1000 GRW ETF |
| SPDR DOW JONES INDL AVERAGE | 683 | 330292 | UT SER 1 |
| PALANTIR TECHNOLOGIES INC | 1825 | 330033 | CL A |
| ISHARES TR | 8500 | 318155 | BROAD USD HIGH |
| COSTCO WHSL CORP NEW | 360 | 311634 | COM |
| FEDEX CORP | 1005 | 292515 | COM |
| STARBUCKS CORP | 3351 | 285697 | COM |
| PACKAGING CORP AMER | 1200 | 249912 | COM |
| ELEVANCE HEALTH INC FORMERLY | 687 | 239630 | COM |
| PALO ALTO NETWORKS INC | 1263 | 235992 | COM |
| VANGUARD INDEX FDS | 368 | 232338 | S&P 500 ETF SHS |
| KROGER CO | 3570 | 223768 | COM |
| SOUTHERN CO | 2550 | 223304 | COM |
| ISHARES TR | 2055 | 217625 | GLOBAL TECH ETF |
| FIDELITY COVINGTON TRUST | 3762 | 214622 | HIGH DIVID ETF |
| SYMBOTIC INC | 3430 | 206726 | CLASS A COM |
| TOWNEBANK PORTSMOUTH VA | 6000 | 201600 | COM |
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