Sponsored

The Analysis of Aldebaran Financial Inc.'s Holdings & P&L

Currently, Aldebaran Financial Inc. holds 76 types of securities in its portfolio with a total value $105.3M. In the most recent quarter, they have increased their positions in SPTM (+5.9K shares, valued at $464.1K), SPYM (+3.5K shares, valued at $265.8K), PSX (+1.3K shares, valued at $240.5K); decreased their positions in FTNT (-5.5K shares, valued at $446.8K), AAPL (-560 shares, valued at $142.1K), VZ (-1.9K shares, valued at $93.1K); initiated new positions in PSX (+1.3K shares, valued at $240.5K), AEP (+1.7K shares, valued at $222.8K), CVX (+1.1K shares, valued at $218.7K).

1M P&L

+5.6M+5.85%

3M P&L

+7.8M+8.45%

HY P&L

+10.7M+11.95%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A28.2M

30.8%

2Software - Infrastructure11.8M

12.9%

3Consumer Electronics6.8M

7.5%

Top Industries by Stock Count

1N/A19 stocks

27.1%

2Software - Infrastructure5 stocks

7.1%

3Banks - Regional4 stocks

5.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPTM SPDR SERIES TRUST104.4K shares5.96%2026-03-312026-05-14

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL15.6K shares0.64%2026-03-312026-05-14

AAPL APPLE INC24.5K shares-2.23%2026-03-312026-05-14

SPYM SPDR SERIES TRUST68.7K shares5.32%2026-03-312026-05-14

FTNT FORTINET INC61.7K shares-8.14%2026-03-312026-05-14

SPY STATE STR SPDR S&P 500 ETF T7.5K shares1.25%2026-03-312026-05-14

AMZN AMAZON COM INC21.8K shares1.02%2026-03-312026-05-14

NVDA NVIDIA CORPORATION23.3K shares1.04%2026-03-312026-05-14

Sponsored

JPM JPMORGAN CHASE & CO12.0K shares1.30%2026-03-312026-05-14

ALPHABET INC ALPHABET INC12.0K shares5.79%2026-03-312026-05-14

MSFT MICROSOFT CORP9.3K shares3.64%2026-03-312026-05-14

WMT WALMART INC26.2K shares3.36%2026-03-312026-05-14

WM WASTE MGMT INC DEL12.1K shares3.77%2026-03-312026-05-14

INVESCO QQQ TR INVESCO QQQ TR3.8K shares-0.11%2026-03-312026-05-14

META META PLATFORMS INC3.3K shares1.89%2026-03-312026-05-14

LLY ELI LILLY & CO2.0K shares5.45%2026-03-312026-05-14

Sponsored

COHERENT CORP COHERENT CORP6.8K shares-3.82%2026-03-312026-05-14

LNG CHENIERE ENERGY INC5.2K shares-2.39%2026-03-312026-05-14

XSMO INVESCO EXCHANGE TRADED FD T19.5K shares14.84%2026-03-312026-05-14

PG PROCTER & GAMBLE CO9.5K shares-1.60%2026-03-312026-05-14

CRWD CROWDSTRIKE HLDGS INC3.4K shares10.97%2026-03-312026-05-14

KO COCA COLA CO16.2K shares8.66%2026-03-312026-05-14

JNJ JOHNSON & JOHNSON4.7K shares0.02%2026-03-312026-05-14

NSC NORFOLK SOUTHN CORP3.9K shares-1.01%2026-03-312026-05-14

Sponsored

ABBV ABBVIE INC4.6K shares6.90%2026-03-312026-05-14

QQQM INVESCO EXCH TRADED FD TR II4.0K shares5.26%2026-03-312026-05-14

LOW LOWES COS INC3.9K shares0.00%2026-03-312026-05-14

SPMD SPDR SERIES TRUST15.4K shares-0.33%2026-03-312026-05-14

XOM EXXON MOBIL CORP5.3K shares-4.11%2026-03-312026-05-14

VTI VANGUARD INDEX FDS2.8K shares-3.21%2026-03-312026-05-14

NOC NORTHROP GRUMMAN CORP1.3K shares5.00%2026-03-312026-05-14

DIS DISNEY WALT CO8.5K shares-9.80%2026-03-312026-05-14

Sponsored

BND VANGUARD BD INDEX FDS10.7K shares0.03%2026-03-312026-05-14

SPSM SPDR SERIES TRUST16.3K shares-1.37%2026-03-312026-05-14

VYM VANGUARD WHITEHALL FDS5.2K shares0.12%2026-03-312026-05-14

MPC MARATHON PETE CORP3.1K shares0.00%2026-03-312026-05-14

CRM SALESFORCE INC4.1K shares3.60%2026-03-312026-05-14

MCD MCDONALDS CORP2.4K shares-1.54%2026-03-312026-05-14

UNP UNION PAC CORP2.9K shares-0.07%2026-03-312026-05-14

EMN EASTMAN CHEM CO9.2K shares0.33%2026-03-312026-05-14

Sponsored

SCHD SCHWAB STRATEGIC TR21.5K shares0.00%2026-03-312026-05-14

HD HOME DEPOT INC2.0K shares0.00%2026-03-312026-05-14

FHN FIRST HORIZON CORPORATION27.4K shares0.07%2026-03-312026-05-14

ALPHABET INC ALPHABET INC2.1K shares0.00%2026-03-312026-05-14

CAT CATERPILLAR INC788 shares3.96%2026-03-312026-05-14

PHM PULTE GROUP INC4.7K shares0.00%2026-03-312026-05-14

SLV ISHARES SILVER TR7.9K shares2.01%2026-03-312026-05-14

ET ENERGY TRANSFER L P25.2K shares9.88%2026-03-312026-05-14

Sponsored

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW3.5K shares3.75%2026-03-312026-05-14

DLR DIGITAL RLTY TR INC2.4K shares-10.29%2026-03-312026-05-14

VYMI VANGUARD WHITEHALL FDS4.6K shares0.00%2026-03-312026-05-14

TSLA TESLA INC1.1K shares-0.18%2026-03-312026-05-14

RF REGIONS FINANCIAL CORP NEW14.0K shares-2.67%2026-03-312026-05-14

COST COSTCO WHOLESALE CORPORATION360 shares0.00%2026-03-312026-05-14

TJX TJX COS INC NEW2.1K shares0.19%2026-03-312026-05-14

TFC TRUIST FINL CORP7.4K shares-4.21%2026-03-312026-05-14

Sponsored

ECL ECOLAB INC1.3K shares-2.16%2026-03-312026-05-14

VZ VERIZON COMMUNICATIONS INC6.7K shares-21.64%2026-03-312026-05-14

FDX FEDEX CORP930 shares-7.46%2026-03-312026-05-14

XLK SELECT SECTOR SPDR TR2.5K shares1.60%2026-03-312026-05-14

UNH UNITEDHEALTH GROUP INC1.2K shares11.85%2026-03-312026-05-14

PLTR PALANTIR TECHNOLOGIES INC2.1K shares16.99%2026-03-312026-05-14

DIA STATE STR SPDR DOW JONES IND671 shares-1.76%2026-03-312026-05-14

IWF ISHARES TR694 shares0.00%2026-03-312026-05-14

Sponsored

SOFI SOFI TECHNOLOGIES INC17.4K shares0.00%2026-03-312026-05-14

KR KROGER CO3.6K shares0.00%2026-03-312026-05-14

PKG PACKAGING CORP AMER1.2K shares0.00%2026-03-312026-05-14

SO SOUTHERN CO2.5K shares0.00%2026-03-312026-05-14

PSX PHILLIPS 661.3K sharesnew addition2026-03-312026-05-14

AEP AMERICAN ELEC PWR CO INC1.7K sharesnew addition2026-03-312026-05-14

CVX CHEVRON CORPORATION1.1K sharesnew addition2026-03-312026-05-14

SYM SYMBOTIC INC4.1K shares19.53%2026-03-312026-05-14

Sponsored

ITA ISHARES TR988 sharesnew addition2026-03-312026-05-14

FDVV FIDELITY COVINGTON TRUST3.8K shares0.00%2026-03-312026-05-14

TOWN TOWNEBANK PORTSMOUTH VA6.0K shares0.00%2026-03-312026-05-14

ELV ELEVANCE HEALTH INC FORMERLY688 shares0.15%2026-03-312026-05-14

SPTM

SPDR SERIES TRUST

5.96%

Shares104.4K

Event2026-03-31

Filed2026-05-14

BERKSHIRE HATHAWAY INC DEL

0.64%

Shares15.6K

Event2026-03-31

Filed2026-05-14

AAPL

APPLE INC

-2.23%

Shares24.5K

Event2026-03-31

Filed2026-05-14

SPYM

SPDR SERIES TRUST

5.32%

Shares68.7K

Event2026-03-31

Filed2026-05-14

FTNT

FORTINET INC

-8.14%

Shares61.7K

Event2026-03-31

Filed2026-05-14

SPY

STATE STR SPDR S&P 500 ETF T

1.25%

Shares7.5K

Event2026-03-31

Filed2026-05-14

AMZN

AMAZON COM INC

1.02%

Shares21.8K

Event2026-03-31

Filed2026-05-14

NVDA

NVIDIA CORPORATION

1.04%

Shares23.3K

Event2026-03-31

Filed2026-05-14

JPM

JPMORGAN CHASE & CO

1.30%

Shares12.0K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

5.79%

Shares12.0K

Event2026-03-31

Filed2026-05-14

MSFT

MICROSOFT CORP

3.64%

Shares9.3K

Event2026-03-31

Filed2026-05-14

WMT

WALMART INC

3.36%

Shares26.2K

Event2026-03-31

Filed2026-05-14

WASTE MGMT INC DEL

3.77%

Shares12.1K

Event2026-03-31

Filed2026-05-14

INVESCO QQQ TR

-0.11%

Shares3.8K

Event2026-03-31

Filed2026-05-14