Aldebaran Financial Inc.

CIK

1353110

Location

KINGSPORT, TN

Portfolio Value

Micro $12,612,472

Diversification

Diversified

Filing Date

Global Rank

#5,794 / 8,232 ▲ 238

Top Industry

Software - Infrastructure 14.2%

3Y Alpha vs SPY

-2.4%

Period ended 2 months ago

Filed May 14, 2026 · 30d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

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

Cloned portfolio

+66.6%

SPY

+76.5%

Annualised alpha

-2.3%

Max drawdown

−16.9%

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

9.4%

−0.2 pts

Top 5

35.4%

−1.5 pts

Top 10

56.9%

−1.9 pts

HHI

410

Diversified−26

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	28.7%	$22,787,123	8
Financial Services	15.9%	$12,612,472	6
Consumer Cyclical	10.6%	$8,439,733	8
Unclassified	9.9%	$7,875,786	4
Industrials	8.3%	$6,581,162	7
Consumer Defensive	8.2%	$6,480,116	5
Healthcare	5.6%	$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	$1,346,524
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
DUK	Duke Energy CORP	+125	3,460	$453,052
UNH	Unitedhealth Group Inc	+125	1,180	$319,296
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
EMN	Eastman Chemical Co	+30	9,190	$701,380
CAT	Caterpillar Inc	+30	788	$558,266
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	$331,247
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
TSLA	Tesla, Inc.	−2	1,124	$417,847
UNP	Union Pacific Corp	−2	2,899	$703,355
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

6 positions · $12,612,472 total · Financial Services only · as of Mar 31, 2026

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

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%	59.32%
JPM	Jpmorgan Chase & Co Financial Services	Added	11,984	+154	$3,525,213	−7.5%	27.95%
FHN	First Horizon Corp Financial Services	Added	27,359	+18	$622,690	−4.7%	4.94%
RF	Regions Financial Corp Financial Services	Reduced	14,044	-386	$366,829	−6.2%	2.91%
TFC	Truist Financial Corp Financial Services	Reduced	7,403	-325	$340,315	−10.5%	2.70%
SOFI	SoFi Technologies, Inc. Financial Services	Held	17,360	0	$275,676	−39.3%	2.19%