Aldebaran Financial Inc.

Position in MSFT — Microsoft Corp

CIK 1353110 KINGSPORT, TN

Position in MSFT

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$3,584,349

+$157,686 QoQ

Shares Held

9,609

+3.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

3.77%

of 13F equity value

Holder Rank

#3,788

of 6,194 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Aldebaran Financial Inc. holds $15,764,381 across 5 Software - Infrastructure names. MSFT ranks #2 (22.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FTNT	Fortinet, Inc.	60,166	$9,242,700
2	MSFT	Microsoft Corp This page	9,609	$3,584,349
3	CRWD	CrowdStrike Holdings, Inc.	12,064	$2,301,630
4	PLTR	Palantir Technologies Inc.	2,897	$337,992
5	PANW	Palo Alto Networks Inc	873	$297,710

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,584,349	9,609	+3.8%	Shares	Sole	2026-08-13
2026-03-31	$3,426,663	9,257	+3.6%	Shares	Sole	2026-05-14
2025-12-31	$4,319,693	8,932	+2.0%	Shares	Sole	2026-01-23
2025-09-30	$4,535,170	8,756	+4.3%	Shares	Sole	2025-11-19
2025-06-30	$4,173,767	8,391	+2.3%	Shares	Sole	2025-08-14
2025-03-31	$3,079,699	8,204	+2.3%	Shares	Sole	2025-05-08
2024-12-31	$3,379,165	8,017	+4.6%	Shares	Sole	2025-02-14
2024-09-30	$3,297,388	7,663	+5.8%	Shares	Sole	2024-11-21
2024-06-30	$3,235,918	7,240	+16.6%	Shares	Sole	2024-08-22
2024-03-31	$2,611,409	6,207	+0.6%	Shares	Sole	2024-05-13
2023-12-31	$2,320,542	6,171	-0.5%	Shares	Sole	2024-02-01
2023-09-30	$1,959,228	6,205	+2.6%	Shares	Sole	2023-11-06
2023-06-30	$2,058,564	6,045	-10.7%	Shares	Sole	2023-07-25
2023-03-31	$1,952,079	6,771	-16.1%	Shares	Sole	2023-04-24
2022-12-31	$1,935,827	8,072	+42.4%	Shares	Sole	2023-03-06
2022-09-30	$1,320,543	5,670	-1.1%	Shares	Sole	2022-11-14
2022-06-30	$1,472,149	5,732	-21.3%	Shares	Sole	2022-08-01
2022-03-31	$2,244,496	7,280	+3.7%	Shares	Sole	2022-04-18
2021-12-31	$2,360,966	7,020	+2.8%	Shares	Sole	2022-02-16
2021-09-30	$1,925,513	6,830	+1.6%	Shares	Sole	2021-10-21
2021-06-30	$1,820,448	6,720	-4.2%	Shares	Sole	2021-07-16
2021-03-31	$1,653,926	7,015	+2.9%	Shares	Sole	2021-05-03
2020-12-31	$1,515,792	6,815	+1.6%	Shares	Sole	2021-02-05
2020-09-30	$1,410,262	6,705	+91.0%	Shares	Sole	2020-10-19
2020-06-30	$714,523	3,511	+101.1%	Shares	Sole	2020-07-20
2020-03-31	$275,361	1,746	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.