StockDriftsStockDriftsTop 50 Aldebaran Financial INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPTM | SPDR SERIES TRUST | 8.07% | 109.4K | $9.9M | +4.84%(+5.05K) | $59.27(+59.09%) | 2026-06-30 | |
| FTNT | FORTINET INC | 7.5% | 60.2K | $9.2M | -2.46%(-1.51K) | $7.23(+2067.91%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 6.36% | 15.7K | $7.8M | +0.27%(+42) | $150.15(+233.89%) | 2026-06-30 | |
| AAPL | APPLE INC | 5.77% | 24.6K | $7.1M | +0.28%(+68) | $56.35(+441.92%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 5.69% | 79.7K | $7.0M | +15.97%(+10.97K) | $65.22(+39.92%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 4.26% | 22.0K | $5.2M | +1.12%(+243) | $225.08(+16.64%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 4.1% | 6.8K | $5.0M | -9.52%(-711) | $385.70(+101.02%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.7% | 22.8K | $4.6M | -2.19%(-509) | $32.95(+586.05%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 3.47% | 12.1K | $4.3M | +1.04%(+125) | $98.03(+249.55%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 3.28% | 12.4K | $4.0M | +3.06%(+367) | $127.21(+186.70%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.95% | +55.88% | +7.83% | +45.78% |
| Top 20 Holdings Unweighted | +19.96% | +72.65% | +8.82% | +52.62% |
Aldebaran Financial INC reports $123.16M in US-listed equity holdings across 82 positions in its most recent 13F filing. Its largest disclosed positions are SPTM (8.1%), FTNT (7.5%) and BRK.B (6.4%). The top 20 holdings account for 72.44% of reported assets. Its disclosed equity book has returned +55.88% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Aldebaran Financial INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1353110). View Aldebaran Financial INC’s 13F filings on SEC