Aldebaran Financial Inc.
77 holdingsFiling period: 2026-03-31Current AUM: $123.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPTM | SPDR SERIES TRUST | 104.4K | $8.3M | $9.5M | 7.68% | +5.9K | 2026-03-31 |
| 2 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 15.6K | $7.5M | $7.5M | 6.07% | +100 | 2026-03-31 |
| 3 | AAPL | APPLE INC | 24.5K | $6.2M | $7.6M | 6.14% | -560 | 2026-03-31 |
| 4 | SPYM | SPDR SERIES TRUST | 68.7K | $5.3M | $6.0M | 4.90% | +3.5K | 2026-03-31 |
| 5 | FTNT | FORTINET INC | 61.7K | $5.0M | $10.0M | 8.10% | -5,467 | 2026-03-31 |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | 7.5K | $4.9M | $5.6M | 4.53% | +92 | 2026-03-31 |
| 7 | AMZN | AMAZON COM INC | 21.8K | $4.5M | $5.9M | 4.80% | +220 | 2026-03-31 |
| 8 | NVDA | NVIDIA CORPORATION | 23.3K | $4.1M | $4.7M | 3.79% | +239 | 2026-03-31 |
| 9 | JPM | JPMORGAN CHASE & CO | 12.0K | $3.5M | $4.2M | 3.42% | +154 | 2026-03-31 |
| 10 | GOOG | ALPHABET INC | 12.0K | $3.4M | $4.3M | 3.46% | +655 | 2026-03-31 |
| 11 | MSFT | MICROSOFT CORP | 9.3K | $3.4M | $4.3M | 3.49% | +325 | 2026-03-31 |
| 12 | WMT | WALMART INC | 26.2K | $3.3M | $2.9M | 2.36% | +852 | 2026-03-31 |
| 13 | WM | WASTE MGMT INC DEL | 12.1K | $2.8M | $2.7M | 2.23% | +440 | 2026-03-31 |
| 14 | QQQ | INVESCO QQQ TR | 3.8K | $2.2M | $2.6M | 2.10% | -4 | 2026-03-31 |
| 15 | META | META PLATFORMS INC | 3.3K | $1.9M | $1.9M | 1.51% | +62 | 2026-03-31 |
| 16 | LLY | ELI LILLY & CO | 2.0K | $1.8M | $2.2M | 1.82% | +101 | 2026-03-31 |
| 17 | COHR | COHERENT CORP | 6.8K | $1.6M | $1.8M | 1.45% | -270 | 2026-03-31 |
| 18 | LNG | CHENIERE ENERGY INC | 5.2K | $1.5M | $1.4M | 1.12% | -128 | 2026-03-31 |
| 19 | XSMO | INVESCO EXCHANGE TRADED FD T | 19.5K | $1.5M | $1.7M | 1.37% | +2.5K | 2026-03-31 |
| 20 | PG | PROCTER & GAMBLE CO | 9.5K | $1.4M | $1.4M | 1.12% | -155 | 2026-03-31 |
| 21 | CRWD | CROWDSTRIKE HLDGS INC | 3.4K | $1.3M | $2.6M | 2.14% | +341 | 2026-03-31 |
| 22 | KO | COCA COLA CO | 16.2K | $1.2M | $1.4M | 1.15% | +1.3K | 2026-03-31 |
| 23 | JNJ | JOHNSON & JOHNSON | 4.7K | $1.2M | $1.2M | 0.98% | +1 | 2026-03-31 |
| 24 | NSC | NORFOLK SOUTHN CORP | 3.9K | $1.1M | $1.3M | 1.07% | -40 | 2026-03-31 |
| 25 | ABBV | ABBVIE INC | 4.6K | $993K | $1.1M | 0.93% | +295 | 2026-03-31 |
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