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Latest Aldebaran Financial Inc. Stock Portfolio

$105Million | No. of Holdings #76

Aldebaran Financial Inc. Performance

2026 Q1-3.44%
YTD-3.44%
2025+12.94%

About Aldebaran Financial Inc. and 13F Hedge Fund Stock Holdings

On 2026-05-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Aldebaran Financial Inc. reported an equity portfolio of $105.3 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of Aldebaran Financial Inc. are BIL, , AAPL. The fund has invested 7.8% of it's portfolio in SPDR SERIES TRUST and 7.1% of portfolio in BERKSHIRE HATHAWAY INC DEL. <br><br> The fund managers got completely rid off ISHARES TR (BGRN), STARBUCKS CORP (SBUX) and PALO ALTO NETWORKS INC (PANW) stocks. They significantly reduced their stock positions in VERIZON COMMUNICATIONS INC (VZ), DIGITAL RLTY TR INC (DLR) and DISNEY WALT CO (DIS). Aldebaran Financial Inc. opened new stock positions in PHILLIPS 66 (PSX), AMERICAN ELEC PWR CO INC (AEP) and CHEVRON CORPORATION (CVX). The fund showed a lot of confidence in some stocks as they added substantially to SYMBOTIC INC (SYM), PALANTIR TECHNOLOGIES INC (PLTR) and INVESCO EXCHANGE TRADED FD T (CSD).
Aldebaran Financial Inc. Equity Portfolio Value
Last Reported on: 14 May, 2026
$105Million
  as of May 14, 2026

Aldebaran Financial Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Aldebaran Financial Inc. made a return of -3.44% in the last quarter. In trailing 12 months, it's portfolio return was 11.53%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
phillips 66240,478
american elec pwr co inc222,836
chevron corporation218,693
ishares tr216,125
New stocks bought by Aldebaran Financial Inc.

Additions

Ticker% Inc.
symbotic inc19.53
palantir technologies inc16.99
invesco exchange traded fd t14.84
unitedhealth group inc11.85
crowdstrike hldgs inc10.97
energy transfer l p9.88
coca cola co8.66
abbvie inc6.9
Additions to existing portfolio by Aldebaran Financial Inc.

Reductions

Ticker% Reduced
verizon communications inc-21.64
digital rlty tr inc-10.29
disney walt co-9.8
fortinet inc-8.14
fedex corp-7.46
truist finl corp-4.21
exxon mobil corp-4.11
coherent corp-3.82
Aldebaran Financial Inc. reduced stake in above stock

Sold off

Ticker$ Sold
ishares tr-318,155
starbucks corp-285,697
ishares tr-217,625
palo alto networks inc-235,992
vanguard index fds-232,338
Aldebaran Financial Inc. got rid off the above stocks

Sector Distribution

Aldebaran Financial Inc. has about 35.9% of it's holdings in Others sector.

  • Others
  • Technology
  • Consumer Cyclical
  • Communication Services
  • Industrials
  • Consumer Defensive
  • Financial Services
  • Healthcare
  • Energy
Sector%
Others35.9
Technology21.6
Consumer Cyclical8
Communication Services6.8
Industrials6.3
Consumer Defensive6.2
Financial Services4.9
Healthcare4.2
Energy3.9

Market Cap. Distribution

Aldebaran Financial Inc. has about 63.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
Category%
MEGA-CAP40.2
UNALLOCATED35.9
LARGE-CAP23

Stocks belong to which Index?

About 57.9% of the stocks held by Aldebaran Financial Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50057.9
Others42.1
Top 5 Winners (%)%
MPC
marathon pete corp
49.0 %
LNG
cheniere energy inc
46.1 %
XOM
exxon mobil corp
39.4 %
COHR
coherent corp
27.0 %
CAT
caterpillar inc
22.2 %
Top 5 Winners ($)$
LNG
cheniere energy inc
0.5 M
COHR
coherent corp
0.4 M
WMT
walmart inc
0.3 M
XOM
exxon mobil corp
0.3 M
MPC
marathon pete corp
0.3 M
Top 5 Losers (%)%
SOFI
sofi technologies inc
-40.2 %
CRM
salesforce inc
-29.4 %
MSFT
microsoft corp
-23.7 %
TSLA
tesla inc
-18.2 %
PLTR
palantir technologies inc
-18.0 %
Top 5 Losers ($)$
MSFT
microsoft corp
-1.1 M
AMZN
amazon com inc
-0.5 M
AAPL
apple inc
-0.5 M
BIL
spdr series trust
-0.4 M
berkshire hathaway inc del
-0.4 M

Aldebaran Financial Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Aldebaran Financial Inc.

Aldebaran Financial Inc. has 76 stocks in it's portfolio. About 50% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. LNG was the most profitable stock for Aldebaran Financial Inc. last quarter.

$105.29MTotal Value
81.00Positions
14 May, 2026Last Reported
Current holdings of Current Stock Holdings of Aldebaran Financial Inc., last reported on 14 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Aldebaran Financial Inc.'s holding in Ishares Tr over time
0.2%988
$216.1K
0.2%
new position
BAB
Invesco Exch Traded Fd Tr Ii

Invesco Exch Traded Fd Tr Ii

BAB
Aldebaran Financial Inc.'s holding in Invesco Exch Traded Fd Tr Ii over time
0.9%4,004
$951.4K
0.9%
increased 5.26 percentadded
BGRN
Ishares Tr

Ishares Tr

BGRN
Aldebaran Financial Inc.'s holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Aldebaran Financial Inc.'s holding in Spdr Series Trust over time
7.84%104,353
$8.25M
7.84%
increased 5.96 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Aldebaran Financial Inc.'s holding in Spdr Series Trust over time
5%68,711
$5.26M
5%
increased 5.32 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Aldebaran Financial Inc.'s holding in Spdr Series Trust over time
0.86%15,382
$910.9K
0.86%
decreased 0.33 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Aldebaran Financial Inc.'s holding in Spdr Series Trust over time
0.75%16,258
$785.6K
0.75%
decreased 1.37 percentreduced
BIV
Vanguard Bd Index Fds

Vanguard Bd Index Fds

BIV
Aldebaran Financial Inc.'s holding in Vanguard Bd Index Fds over time
0.75%10,688
$787.1K
0.75%
increased 0.03 percentadded
CSD
Invesco Exchange Traded Fd T

Invesco Exchange Traded Fd T

CSD
Aldebaran Financial Inc.'s holding in Invesco Exchange Traded Fd T over time
1.41%19,453
$1.48M
1.41%
increased 14.84 percentadded