Aldebaran Financial Inc.
83 holdingsFiling period: 2026-06-30Current AUM: $123.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPTM | Spdr Series Trust | 109.4K | $9.9M | $9.8M | 7.90% | +5.1K | 2026-06-30 |
| 2 | FTNT | Fortinet Inc | 60.2K | $9.2M | $7.1M | 5.79% | -1,515 | 2026-06-30 |
| 3 | BRK-B | Berkshire Hathaway Inc Del | 15.7K | $7.8M | $7.8M | 6.34% | +42 | 2026-06-30 |
| 4 | AAPL | Apple Inc | 24.6K | $7.1M | $8.4M | 6.81% | +68 | 2026-06-30 |
| 5 | SPYM | Spdr Series Trust | 79.7K | $7.0M | $6.9M | 5.58% | +11.0K | 2026-06-30 |
| 6 | AMZN | Amazon.com Inc | 22.0K | $5.2M | $5.7M | 4.62% | +243 | 2026-06-30 |
| 7 | SPY | State Str Spdr S&P 500 ETF T | 6.8K | $5.0M | $5.0M | 4.02% | -711 | 2026-06-30 |
| 8 | NVDA | NVIDIA Corporation | 22.8K | $4.6M | $4.2M | 3.44% | -509 | 2026-06-30 |
| 9 | GOOG | Alphabet Inc | 12.1K | $4.3M | $3.4M | 2.78% | +125 | 2026-06-30 |
| 10 | JPM | JPMorgan Chase & Co | 12.4K | $4.0M | $4.1M | 3.34% | +367 | 2026-06-30 |
| 11 | MSFT | Microsoft Corp | 9.6K | $3.6M | $5.1M | 4.13% | +352 | 2026-06-30 |
| 12 | WMT | Walmart Inc | 26.9K | $3.1M | $3.4M | 2.74% | +759 | 2026-06-30 |
| 13 | WM | Waste Mgmt Inc Del | 12.6K | $2.8M | $3.0M | 2.42% | +515 | 2026-06-30 |
| 14 | QQQ | Invesco Qqq TR | 3.7K | $2.7M | $2.4M | 1.95% | -92 | 2026-06-30 |
| 15 | COHR | Coherent Corp | 6.5K | $2.5M | $1.2M | 1.01% | -337 | 2026-06-30 |
| 16 | LLY | Eli Lilly & Co | 2.1K | $2.5M | $2.8M | 2.29% | +138 | 2026-06-30 |
| 17 | CRWD | Crowdstrike Hldgs Inc | 3.0K | $2.3M | $2.6M | 2.12% | -433 | 2026-06-30 |
| 18 | XSMO | Invesco Exchange Traded FD T | 22.2K | $2.1M | $1.7M | 1.39% | +2.8K | 2026-06-30 |
| 19 | META | Meta Platforms Inc | 3.4K | $1.9M | $2.1M | 1.66% | +15 | 2026-06-30 |
| 20 | KO | Coca Cola Co | 17.4K | $1.4M | $1.7M | 1.34% | +1.2K | 2026-06-30 |
| 21 | PG | Procter & Gamble Co | 9.1K | $1.3M | $1.5M | 1.22% | -414 | 2026-06-30 |
| 22 | LNG | Cheniere Energy Inc | 5.2K | $1.2M | $1.4M | 1.17% | -24 | 2026-06-30 |
| 23 | QQQM | Invesco Exch Traded FD TR II | 4.1K | $1.2M | $1.1M | 0.90% | +100 | 2026-06-30 |
| 24 | NSC | Norfolk Southn Corp | 3.9K | $1.2M | $1.2M | 1.00% | -76 | 2026-06-30 |
| 25 | ABBV | Abbvie Inc | 4.8K | $1.2M | $1.4M | 1.13% | +215 | 2026-06-30 |
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