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Latest Aldebaran Financial Inc. Stock Portfolio

$123Million | No. of Holdings #82

Aldebaran Financial Inc. Performance

2026 Q2+13.59%
YTD+9.68%
2025+12.94%

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

On 2026-08-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Aldebaran Financial Inc. reported an equity portfolio of $123.2 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Aldebaran Financial Inc. are BIL, FTNT, . The fund has invested 8.1% of it's portfolio in SPDR SERIES TRUST and 7.5% of portfolio in FORTINET INC. <br><br> The fund managers got completely rid off KROGER CO (KR), CHEVRON CORPORATION (CVX) and SYMBOTIC INC (SYM) stocks. They significantly reduced their stock positions in VANGUARD INDEX FDS (VB), ISHARES TR (AAXJ) and MCDONALDS CORP (MCD). Aldebaran Financial Inc. opened new stock positions in TIDAL TRUST II, PALO ALTO NETWORKS INC (PANW) and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), PALANTIR TECHNOLOGIES INC (PLTR) and SPDR SERIES TRUST (BIL).
Aldebaran Financial Inc. Equity Portfolio Value
Last Reported on: 13 Aug, 2026
$123Million
  as of Aug 13, 2026

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

Our best estimate is that Aldebaran Financial Inc. made a return of 13.59% in the last quarter. In trailing 12 months, it's portfolio return was 18.54%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
tidal trust ii318,185
palo alto networks inc297,710
roundhill etf trust294,292
ishares tr246,681
delta air lines inc224,784
csx corp223,391
applied matls inc216,900
state str spdr s&p midcap 40203,969
New stocks bought by Aldebaran Financial Inc.

Additions

Ticker% Inc.
ishares tr300
palantir technologies inc35.69
spdr series trust15.97
invesco exchange traded fd t14.2
vanguard bd index fds11.13
coca cola co7.42
eli lilly & co7.07
northrop grumman corp5.56
Additions to existing portfolio by Aldebaran Financial Inc.

Reductions

Ticker% Reduced
vanguard index fds-26.47
ishares tr-15.99
mcdonalds corp-14.7
crowdstrike hldgs inc-12.55
state str spdr s&p 500 etf t-9.52
fedex corp-8.6
unitedhealth group inc-8.47
spdr series trust-7.57
Aldebaran Financial Inc. reduced stake in above stock

Sold off

Ticker$ Sold
symbotic inc-218,120
kroger co-258,325
chevron corporation-218,693
Aldebaran Financial Inc. got rid off the above stocks

Sector Distribution

Aldebaran Financial Inc. has about 36.5% of it's holdings in Others sector.

  • Others
  • Technology
  • Consumer Cyclical
  • Communication Services
  • Industrials
  • Consumer Defensive
  • Financial Services
  • Healthcare
  • Energy
Sector%
Others36.5
Technology25
Consumer Cyclical7.4
Communication Services6.5
Industrials5.8
Consumer Defensive5
Financial Services4.7
Healthcare4.6
Energy2.8

Market Cap. Distribution

Aldebaran Financial Inc. has about 62.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
Category%
MEGA-CAP38
UNALLOCATED36.5
LARGE-CAP24.8

Stocks belong to which Index?

About 56.9% 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 50056.9
Others43.1
Top 5 Winners (%)%
CRWD
crowdstrike hldgs inc
89.5 %
FTNT
fortinet inc
86.9 %
COHR
coherent corp
64.0 %
UNH
unitedhealth group inc
51.3 %
CAT
caterpillar inc
48.4 %
Top 5 Winners ($)$
FTNT
fortinet inc
4.4 M
BIL
spdr series trust
1.3 M
CRWD
crowdstrike hldgs inc
1.2 M
COHR
coherent corp
1.0 M
AAPL
apple inc
0.9 M
Top 5 Losers (%)%
IJR
ishares tr
-60.3 %
NOC
northrop grumman corp
-24.9 %
SLV
ishares silver tr
-21.5 %
XOM
exxon mobil corp
-18.9 %
PLTR
palantir technologies inc
-18.1 %
Top 5 Losers ($)$
IJR
ishares tr
-0.5 M
WMT
walmart inc
-0.3 M
LNG
cheniere energy inc
-0.2 M
NOC
northrop grumman corp
-0.2 M
XOM
exxon mobil corp
-0.2 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 82 stocks in it's portfolio. About 52.2% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. FTNT was the most profitable stock for Aldebaran Financial Inc. last quarter.

$123.16MTotal Value
85.00Positions
13 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Aldebaran Financial Inc., last reported on 13 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Aldebaran Financial Inc.'s holding in Ishares Tr over time
0.16%830
$201.2K
0.16%
decreased 15.99 percentreduced
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
1.01%4,104
$1.24M
1.01%
increased 2.5 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Aldebaran Financial Inc.'s holding in Spdr Series Trust over time
8.06%109,406
$9.93M
8.06%
increased 4.84 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Aldebaran Financial Inc.'s holding in Spdr Series Trust over time
5.69%79,686
$7.00M
5.69%
increased 15.97 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Aldebaran Financial Inc.'s holding in Spdr Series Trust over time
0.88%16,092
$1.09M
0.88%
increased 4.62 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Aldebaran Financial Inc.'s holding in Spdr Series Trust over time
0.7%15,027
$866.6K
0.7%
decreased 7.57 percentreduced
BIV
Vanguard Bd Index Fds

Vanguard Bd Index Fds

BIV
Aldebaran Financial Inc.'s holding in Vanguard Bd Index Fds over time
0.71%11,878
$872.0K
0.71%
increased 11.13 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
1.69%22,216
$2.08M
1.69%
increased 14.2 percentadded