Aldebaran Financial Inc.

CIK

1353110

Location

KINGSPORT, TN

Portfolio Value

Micro $78,360,673

Diversification

Diversified

Filing Date

Global Rank

#6,169 / 8,605 ▲ 124 · as of Mar 2026

Top Industry

Software - Infrastructure 12.9%

3Y Alpha vs SPY

-2.3%

Period ended 3 months ago

Filed May 14, 2026 · 56d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+65.1%

SPY

+76.5%

Annualised alpha

-2.7%

Max drawdown

−16.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

59 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

9.5%

−0.2 pts

Top 5

35.9%

−1.5 pts

Top 10

57.7%

−2.0 pts

HHI

419

Diversified−27

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	27.8%	$21,777,230	8
Financial Services	16.1%	$12,612,472	6
Consumer Cyclical	10.8%	$8,439,733	8
Unclassified	10.1%	$7,875,786	4
Industrials	8.3%	$6,516,834	7
Consumer Defensive	8.3%	$6,480,116	5
Healthcare	5.7%	$4,466,659	5
Energy	5.2%	$4,096,790	6
Communication Services	4.7%	$3,693,836	4
Basic Materials	1.3%	$1,039,491	2
Utilities	1.2%	$922,014	3
Real Estate	0.6%	$439,712	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
ET	Energy Transfer LP	+2,270	25,245	$487,228
KO	Coca Cola Co	+1,289	16,166	$1,229,424
WMT	Walmart Inc.	+852	26,186	$3,254,396
SYM	Symbotic Inc.	+670	4,100	$218,120
WM	Waste Management Inc	+440	12,112	$2,783,216
CRWD	CrowdStrike Holdings, Inc.	+341	3,449	$336,631
MSFT	Microsoft Corp	+325	9,257	$3,426,663
PLTR	Palantir Technologies Inc.	+310	2,135	$312,307
ABBV	AbbVie Inc.	+295	4,570	$993,929
NVDA	Nvidia Corp	+239	23,283	$4,060,555
AMZN	Amazon Com Inc	+220	21,771	$4,534,246
SLV	iShares Silver Trust	+155	7,855	$535,239
JPM	Jpmorgan Chase & Co	+154	11,984	$3,525,213
CRM	Salesforce, Inc.	+142	4,083	$762,173
UNH	Unitedhealth Group Inc	+125	1,180	$319,296
DUK	Duke Energy CORP	+125	3,460	$453,052
LLY	ELI LILLY & Co	+101	1,953	$1,796,310
BRK-B	Berkshire Hathaway Inc	+100	15,613	$7,481,749
SPY	Spdr S&P 500 ETF Trust	+92	7,467	$4,856,088
META	Meta Platforms, Inc.	+62	3,347	$1,914,919
NOC	Northrop Grumman Corp /De/	+60	1,260	$859,622
CAT	Caterpillar Inc	+30	788	$558,266
EMN	Eastman Chemical Co	+30	9,190	$701,380
FHN	First Horizon Corp	+18	27,359	$622,690
TJX	Tjx Companies Inc /De/	+4	2,139	$341,598
No positions match the current search.

Trimmed

Positions the filer reduced

19 positions

Ticker	Company	Δ Shares	Shares	Value
FTNT	Fortinet, Inc.	−5,467	61,681	$5,040,571
VZ	Verizon Communications Inc	−1,855	6,717	$337,193
DIS	Walt Disney Co	−928	8,544	$823,470
AAPL	Apple Inc.	−560	24,511	$6,220,646
RF	Regions Financial Corp	−386	14,044	$366,829
TFC	Truist Financial Corp	−325	7,403	$340,315
DLR	Digital Realty Trust, Inc.	−280	2,440	$439,712
COHR	Coherent Corp.	−270	6,791	$1,617,684
XOM	Exxon Mobil Corp	−228	5,323	$903,100
PG	PROCTER & GAMBLE Co	−155	9,549	$1,379,257
LNG	Cheniere Energy, Inc.	−128	5,228	$1,483,497
FDX	Fedex Corp	−75	930	$266,919
NSC	Norfolk Southern Corp	−40	3,928	$1,127,336
MCD	Mcdonalds Corp	−38	2,428	$754,598
ECL	Ecolab Inc.	−28	1,271	$338,111
DIA	Spdr Dow Jones Industrial Average ETF Trust	−12	671	$310,800
QQQ	Invesco Qqq Trust, Series 1	−4	3,766	$2,173,659
UNP	Union Pacific Corp	−2	2,899	$703,355
TSLA	Tesla, Inc.	−2	1,124	$417,847
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
PSX	Phillips 66	1,320	$240,477
AEP	American Electric Power Co Inc	1,700	$222,836
CVX	Chevron Corp	1,057	$218,693
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
SBUX	Starbucks Corp	3,351	$282,187
PANW	Palo Alto Networks Inc	1,263	$232,644
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

59 positions · $78,360,673 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 59 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BRK-B	Berkshire Hathaway Inc Financial Services	Added	15,613	+100	$7,481,749	−4.1%	9.55%
AAPL	Apple Inc. Technology	Reduced	24,511	-560	$6,220,646	−8.7%	7.94%
FTNT	Fortinet, Inc. Technology	Reduced	61,681	-5,467	$5,040,571	−5.5%	6.43%
SPY	Spdr S&P 500 ETF Trust	Added	7,467	+92	$4,856,088	−3.4%	6.20%
AMZN	Amazon Com Inc Consumer Cyclical	Added	21,771	+220	$4,534,246	−8.8%	5.79%
NVDA	Nvidia Corp Technology	Added	23,283	+239	$4,060,555	−5.5%	5.18%
JPM	Jpmorgan Chase & Co Financial Services	Added	11,984	+154	$3,525,213	−7.5%	4.50%
MSFT	Microsoft Corp Technology	Added	9,257	+325	$3,426,663	−20.7%	4.37%
WMT	Walmart Inc. Consumer Defensive	Added	26,186	+852	$3,254,396	+15.3%	4.15%
WM	Waste Management Inc Industrials	Added	12,112	+440	$2,783,216	+8.5%	3.55%
QQQ	Invesco Qqq Trust, Series 1	Reduced	3,766	-4	$2,173,659	−6.1%	2.77%
META	Meta Platforms, Inc. Communication Services	Added	3,347	+62	$1,914,919	−11.7%	2.44%
LLY	ELI LILLY & Co Healthcare	Added	1,953	+101	$1,796,310	−9.7%	2.29%
COHR	Coherent Corp. Technology	Reduced	6,791	-270	$1,617,684	+24.1%	2.06%
LNG	Cheniere Energy, Inc. Energy	Reduced	5,228	-128	$1,483,497	+42.5%	1.89%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	9,549	-155	$1,379,257	−0.8%	1.76%
KO	Coca Cola Co Consumer Defensive	Added	16,166	+1,289	$1,229,424	+18.2%	1.57%
JNJ	Johnson & Johnson Healthcare	Added	4,728	+1	$1,155,712	+18.1%	1.47%
NSC	Norfolk Southern Corp Industrials	Reduced	3,928	-40	$1,127,336	−1.6%	1.44%
ABBV	AbbVie Inc. Healthcare	Added	4,570	+295	$993,929	+1.8%	1.27%
LOW	Lowes Companies Inc Consumer Cyclical	Held	3,945	0	$932,124	−2.0%	1.19%
XOM	Exxon Mobil Corp Energy	Reduced	5,323	-228	$903,100	+35.2%	1.15%
NOC	Northrop Grumman Corp /De/ Industrials	Added	1,260	+60	$859,622	+25.6%	1.10%
DIS	Walt Disney Co Communication Services	Reduced	8,544	-928	$823,470	−23.6%	1.05%
MPC	Marathon Petroleum Corp Energy	Held	3,128	0	$763,795	+50.1%	0.97%
CRM	Salesforce, Inc. Technology	Added	4,083	+142	$762,173	−27.0%	0.97%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	2,428	-38	$754,598	+0.1%	0.96%
UNP	Union Pacific Corp Industrials	Reduced	2,899	-2	$703,355	+4.8%	0.90%
EMN	Eastman Chemical Co Basic Materials	Added	9,190	+30	$701,380	+20.0%	0.90%
HD	Home Depot, Inc. Consumer Cyclical	Held	1,966	0	$646,597	−4.4%	0.83%
FHN	First Horizon Corp Financial Services	Added	27,359	+18	$622,690	−4.7%	0.79%
GOOGL	Alphabet Inc. Communication Services	Held	2,150	0	$618,254	−8.1%	0.79%
CAT	Caterpillar Inc Industrials	Added	788	+30	$558,266	+28.6%	0.71%
PHM	Pultegroup Inc/Mi/ Consumer Cyclical	Held	4,745	0	$558,059	+0.3%	0.71%
SLV	iShares Silver Trust	Added	7,855	+155	$535,239	+7.9%	0.68%
ET	Energy Transfer LP Energy	Added	25,245	+2,270	$487,228	+28.6%	0.62%
DUK	Duke Energy CORP Utilities	Added	3,460	+125	$453,052	+15.9%	0.58%
DLR	Digital Realty Trust, Inc. Real Estate	Reduced	2,440	-280	$439,712	+4.5%	0.56%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,124	-2	$417,847	−17.5%	0.53%
RF	Regions Financial Corp Financial Services	Reduced	14,044	-386	$366,829	−6.2%	0.47%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	360	0	$358,714	+15.5%	0.46%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	2,139	+4	$341,598	+4.2%	0.44%
TFC	Truist Financial Corp Financial Services	Reduced	7,403	-325	$340,315	−10.5%	0.43%
ECL	Ecolab Inc. Basic Materials	Reduced	1,271	-28	$338,111	−0.9%	0.43%
VZ	Verizon Communications Inc Communication Services	Reduced	6,717	-1,855	$337,193	−3.4%	0.43%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	3,449	+341	$336,631	−7.6%	0.43%
UNH	Unitedhealth Group Inc Healthcare	Added	1,180	+125	$319,296	−8.3%	0.41%
PLTR	Palantir Technologies Inc. Technology	Added	2,135	+310	$312,307	−3.7%	0.40%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Reduced	671	-12	$310,800	−5.3%	0.40%
SOFI	SoFi Technologies, Inc. Financial Services	Held	17,360	0	$275,676	−39.3%	0.35%