Institutional Fund
Aldebaran Financial Inc.
Kingsport, TNCIK 13531105 filings on record
Portfolio Value
$105.29M
Q1 2026
Holdings
76
Reported positions
New Buys
4
Opened this quarter
QoQ Change
-2.6%
from $108.05M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr Series Trust7.8%
- Berkshire Hathaway Inc Del7.1%
- Apple Inc5.9%
- Spdr Series Trust5.0%
- Fortinet Inc4.8%
- Spdr S&P 500 ETF Tr4.6%
- Other64.8%
Portfolio Holdings
76 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 104.4K | $8.25M | 7.8% | +5.9K | Added |
| 2 | Berkshire Hathaway Inc Del | 15.6K | $7.48M | 7.1% | +100 | Added |
| 3 | Apple Inc | 24.5K | $6.22M | 5.9% | −560 | Reduced |
| 4 | Spdr Series Trust | 68.7K | $5.26M | 5.0% | +3.5K | Added |
| 5 | Fortinet Inc | 61.7K | $5.04M | 4.8% | −5.5K | Reduced |
| 6 | Spdr S&P 500 ETF Tr | 7.5K | $4.86M | 4.6% | +92 | Added |
| 7 | Amazon Com Inc | 21.8K | $4.53M | 4.3% | +220 | Added |
| 8 | Nvidia Corporation | 23.3K | $4.06M | 3.9% | +239 | Added |
| 9 | Jpmorgan Chase & Co. | 12.0K | $3.53M | 3.3% | +154 | Added |
| 10 | Alphabet Inc | 12.0K | $3.43M | 3.3% | +655 | Added |
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