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%

Performance for 2026 Q1 is -3.44%, and YTD is -3.44%, and 2025 is 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.

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.

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

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 66	240,478
american elec pwr co inc	222,836
chevron corporation	218,693
ishares tr	216,125

New stocks bought by Aldebaran Financial Inc.

Additions

Ticker	% Inc.
symbotic inc	19.53
palantir technologies inc	16.99
invesco exchange traded fd t	14.84
unitedhealth group inc	11.85
crowdstrike hldgs inc	10.97
energy transfer l p	9.88
coca cola co	8.66
abbvie inc	6.9

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	%
Others	35.9
Technology	21.6
Consumer Cyclical	8
Communication Services	6.8
Industrials	6.3
Consumer Defensive	6.2
Financial Services	4.9
Healthcare	4.2
Energy	3.9

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-CAP	40.2
UNALLOCATED	35.9
LARGE-CAP	23

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 500	57.9
Others	42.1

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.

Last Reported on: 14 May, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	5.91	24,511	6,220,770	reduced	-2.23

AAXJ	ishares tr	0.20	988	216,125	new

ABBV	abbvie inc	0.94	4,570	993,929	added	6.9

AEP	american elec pwr co inc	0.21	1,700	222,836	new

AMZN	amazon com inc	4.31	21,771	4,534,180	added	1.02

ANTX	elevance health inc formerly	0.19	688	201,446	added	0.15

BAB	invesco exch traded fd tr ii	0.90	4,004	951,430	added	5.26

BGRN	ishares tr	0.00	0.00	0.00	sold off	-100

BIL	spdr series trust	7.84	104,353	8,250,130	added	5.96

BIL	spdr series trust	5.00	68,711	5,259,140	added	5.32

BIL	spdr series trust	0.86	15,382	910,922	reduced	-0.33

BIL	spdr series trust	0.75	16,258	785,587	reduced	-1.37

BIV	vanguard bd index fds	0.75	10,688	787,064	added	0.03

CAT	caterpillar inc	0.53	788	558,266	added	3.96

COHR	coherent corp	1.54	6,791	1,617,680	reduced	-3.82

COST	costco wholesale corporation	0.34	360	358,715	unchanged	0.00

CRM	salesforce inc	0.72	4,083	762,252	added	3.6

CRWD	crowdstrike hldgs inc	1.28	3,449	1,346,520	added	10.97

CSD	invesco exchange traded fd t	1.41	19,453	1,478,820	added	14.84

CVX	chevron corporation	0.21	1,057	218,693	new