Aldebaran Financial Inc.

CIK 0001353110 · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source

Aldebaran Financial Inc. reported 82 positions worth $123.2M as of June 30, 2026 (13F filed August 13, 2026). Largest holding: SPTM (8.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$123.2M
2026 Q2
Positions
82
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
52.2%
Est. Net Flow (Q)
2026 Q2
10 / 82 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1SPTMSPDR SERIES TRUSTSH$9.9M8.07%109,406
2FTNTFORTINET INCSH$9.2M7.50%60,166
3BRK-BBERKSHIRE HATHAWAY INC DELSH$7.8M6.36%15,655
4AAPLAPPLE INCSH$7.1M5.77%24,579
5SPYMSPDR SERIES TRUSTSH$7.0M5.69%79,686
6AMZNAMAZON COM INCSH$5.2M4.26%22,014
7SPYSTATE STR SPDR S&P 500 ETF TSH$5.0M4.10%6,756
8NVDANVIDIA CORPORATIONSH$4.6M3.70%22,774
9GOOGALPHABET INCSH$4.3M3.47%12,088
10JPMJPMORGAN CHASE & COSH$4.0M3.28%12,351

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Aldebaran Financial Inc. hold as of Q2 2026?

Aldebaran Financial Inc. reported 82 positions worth $123.2M in its Q2 2026 13F filing. Largest positions: SPTM (8.1%), FTNT (7.5%), BRK-B (6.4%), AAPL (5.8%) and SPYM (5.7%).

What did Aldebaran Financial Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Aldebaran Financial Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.