Aldebaran Financial Inc.
Aldebaran Financial Inc. reported 82 holdings worth US$123M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
Aldebaran Financial Inc. reported 82 holdings worth US$123M as of Jun 30, 2026. Largest: Fortinet, Inc., Berkshire Hathaway Inc. and Apple Inc. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 82
- Value as reported
- US$123M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Fortinet, Inc. | 60,166 | US$9.24M | 7.5% |
| Berkshire Hathaway Inc. | 15,655 | US$7.83M | 6.4% |
| Apple Inc | 24,579 | US$7.11M | 5.8% |
| Amazon.com, Inc. | 22,014 | US$5.25M | 4.3% |
| Alphabet Inc (google) Class C | 14,101 | US$5.04M | 4.1% |
| Nvidia Corporation | 22,774 | US$4.56M | 3.7% |
| Jp Morgan Chase & Co. | 12,351 | US$4.04M | 3.3% |
| Microsoft Corp. | 9,609 | US$3.58M | 2.9% |
| Walmart Inc. | 26,945 | US$3.05M | 2.5% |
| Waste Management, Inc. | 12,627 | US$2.81M | 2.3% |
| Coherent Corp. | 6,454 | US$2.55M | 2.1% |
| Eli Lilly And Company | 2,091 | US$2.51M | 2.0% |
| Crowdstrike Holdings, Inc. | 3,016 | US$2.3M | 1.9% |
| Meta Platforms, Inc. | 3,362 | US$1.89M | 1.5% |
| Coca-cola Company (the) | 17,366 | US$1.41M | 1.1% |
| Procter & Gamble Company (the) | 9,135 | US$1.34M | 1.1% |
| Cheniere Energy, Inc. | 5,204 | US$1.24M | 1.0% |
| Norfolk Southern Corporation | 3,852 | US$1.21M | 0.98% |
| Abbvie Inc. | 4,785 | US$1.2M | 0.98% |
| Johnson & Johnson | 4,678 | US$1.19M | 0.96% |
| Caterpillar, Inc. | 830 | US$884K | 0.72% |
| Lowe's Companies, Inc. | 3,945 | US$870K | 0.71% |
| Union Pacific Corporation | 2,899 | US$789K | 0.64% |
| Marathon Petroleum Corporation | 3,063 | US$783K | 0.64% |
| Walt Disney Company (the) | 7,974 | US$768K | 0.62% |
| First Horizon Corporation | 27,153 | US$696K | 0.57% |
| Exxon Mobil Corporation | 5,046 | US$690K | 0.56% |
| Northrop Grumman Corporation | 1,330 | US$677K | 0.55% |
| Home Depot, Inc. (the) | 1,866 | US$658K | 0.53% |
| Pultegroup, Inc. | 4,715 | US$647K | 0.53% |
| Salesforce, Inc. | 3,984 | US$624K | 0.51% |
| Eastman Chemical Company | 9,220 | US$618K | 0.50% |
| Mcdonald's Corporation | 2,071 | US$560K | 0.45% |
| Energy Transfer Lp | 25,245 | US$483K | 0.39% |
| Tesla, Inc. | 1,124 | US$473K | 0.38% |
| Unitedhealth Group Incorporated | 1,080 | US$449K | 0.36% |
| Duke Energy Corporation (holding Company) | 3,460 | US$438K | 0.36% |
| Regions Financial Corporation | 14,059 | US$425K | 0.34% |
| Digital Realty Trust, Inc. | 2,340 | US$420K | 0.34% |
| Truist Financial Corporation | 7,353 | US$366K | 0.30% |
| Ecolab Inc. | 1,291 | US$360K | 0.29% |
| Palantir Technologies Inc. | 2,897 | US$338K | 0.27% |
| Costco Wholesale Corporation | 360 | US$337K | 0.27% |
| Tjx Companies, Inc. (the) | 2,145 | US$325K | 0.26% |
| Sofi Technologies, Inc. | 16,629 | US$298K | 0.24% |
| Palo Alto Networks, Inc. | 873 | US$298K | 0.24% |
| Packaging Corporation Of America | 1,200 | US$286K | 0.23% |
| Elevance Health, Inc. | 689 | US$266K | 0.22% |
| Fedex Corporation | 850 | US$266K | 0.22% |
| Verizon Communications Inc. | 6,267 | US$265K | 0.22% |
| Southern Company (the) | 2,550 | US$244K | 0.20% |
| American Electric Power Company, Inc. | 1,700 | US$233K | 0.19% |
| Delta Air Lines, Inc. | 2,400 | US$225K | 0.18% |
| Csx Corporation | 4,700 | US$223K | 0.18% |
| Phillips 66 | 1,320 | US$223K | 0.18% |
| Towne Bank | 6,000 | US$217K | 0.18% |
| Applied Materials, Inc. | 300 | US$217K | 0.18% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 426 | US$203K | 0.17% |
| Kroger Company (the) | 0 | US$0 | 0.00% |
| Symbotic Inc. | 0 | US$0 | 0.00% |
| Chevron Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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