Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Aldebaran Financial Inc. (CIK 1353110) reported $123.2M across 82 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPTM ($9.9M, 8.07%), FTNT ($9.2M, 7.50%), BRKB ($7.8M, 6.36%), AAPL ($7.1M, 5.77%), SPYM ($7.0M, 5.69%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPTM | SPDR SERIES TRUST | $9.9M | 8.07% | 109,406 | Added |
| 2 | FTNT | FORTINET INC | $9.2M | 7.50% | 60,166 | Trimmed |
| 3 | BRKB | BERKSHIRE HATHAWAY INC DEL | $7.8M | 6.36% | 15,655 | Added |
| 4 | AAPL | APPLE INC | $7.1M | 5.77% | 24,579 | Added |
| 5 | SPYM | SPDR SERIES TRUST | $7.0M | 5.69% | 79,686 | Added |
| 6 | AMZN | AMAZON COM INC | $5.2M | 4.26% | 22,014 | Added |
| 7 | SPY | STATE STR SPDR S&P 500 ETF T | $5.0M | 4.10% | 6,756 | Trimmed |
| 8 | NVDA | NVIDIA CORPORATION | $4.6M | 3.70% | 22,774 | Trimmed |
| 9 | GOOG | ALPHABET INC | $4.3M | 3.47% | 12,088 | Added |
| 10 | JPM | JPMORGAN CHASE & CO | $4.0M | 3.28% | 12,351 | Added |
| 11 | MSFT | MICROSOFT CORP | $3.6M | 2.91% | 9,609 | Added |
| 12 | WMT | WALMART INC | $3.1M | 2.48% | 26,945 | Added |
| 13 | WM | WASTE MGMT INC DEL | $2.8M | 2.29% | 12,627 | Added |
| 14 | QQQ | INVESCO QQQ TR | $2.7M | 2.20% | 3,674 | Trimmed |
| 15 | COHR | COHERENT CORP | $2.5M | 2.07% | 6,454 | Trimmed |
| 16 | LLY | ELI LILLY & CO | $2.5M | 2.04% | 2,091 | Added |
| 17 | CRWD | CROWDSTRIKE HLDGS INC | $2.3M | 1.87% | 3,016 | Trimmed |
| 18 | XSMO | INVESCO EXCHANGE TRADED FD T | $2.1M | 1.69% | 22,216 | Added |
| 19 | META | META PLATFORMS INC | $1.9M | 1.54% | 3,362 | Added |
| 20 | KO | COCA COLA CO | $1.4M | 1.15% | 17,366 | Added |
| 21 | PG | PROCTER & GAMBLE CO | $1.3M | 1.09% | 9,135 | Trimmed |
| 22 | LNG | CHENIERE ENERGY INC | $1.2M | 1.01% | 5,204 | Trimmed |
| 23 | QQQM | INVESCO EXCH TRADED FD TR II | $1.2M | 1.01% | 4,104 | Added |
| 24 | NSC | NORFOLK SOUTHN CORP | $1.2M | 0.98% | 3,852 | Trimmed |
| 25 | ABBV | ABBVIE INC | $1.2M | 0.98% | 4,785 | Added |
Source: SEC Form 13F filings · as of 2026-06-30