13F HOLDINGS REPORT
Aldebaran Financial Inc.
Quarter ended Q4 2025 · Filed January 23, 2026 · Accession 0001062993-26-000397
Total Value
$108.1M
Positions
77
Other Managers
0
Confidential Omitted
No
Holdings (77)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 78464A805 | 98,483 | $8.2M | 7.58% |
| 2 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 15,513 | $7.8M | 7.23% |
| 3 | APPLE INC | AAPL | 25,071 | $6.8M | 6.34% |
| 4 | FORTINET INC | FTNT | 67,148 | $5.4M | 4.99% |
| 5 | SPDR SERIES TRUST | 78464A854 | 65,238 | $5.3M | 4.88% |
| 6 | SPDR S&P 500 ETF TR | SPY | 7,375 | $5.1M | 4.69% |
| 7 | AMAZON COM INC | AMZN | 21,551 | $5.0M | 4.64% |
| 8 | MICROSOFT CORP | MSFT | 8,932 | $4.4M | 4.03% |
| 9 | NVIDIA CORPORATION | NVDA | 23,044 | $4.3M | 4.00% |
| 10 | JPMORGAN CHASE & CO. | VYLD | 11,830 | $3.8M | 3.54% |
| 11 | ALPHABET INC | GOOG | 11,308 | $3.6M | 3.29% |
| 12 | WALMART INC | WMT | 25,334 | $2.8M | 2.62% |
| 13 | WASTE MGMT INC DEL | 94106L109 | 11,672 | $2.6M | 2.40% |
| 14 | INVESCO QQQ TR | IVZ | 3,770 | $2.3M | 2.16% |
| 15 | META PLATFORMS INC | META | 3,285 | $2.2M | 2.02% |
| 16 | ELI LILLY & CO | LLY | 1,852 | $2.0M | 1.85% |
| 17 | CROWDSTRIKE HLDGS INC | CRWD | 3,108 | $1.5M | 1.37% |
| 18 | PROCTER AND GAMBLE CO | 742718109 | 9,704 | $1.4M | 1.29% |
| 19 | COHERENT CORP | COHR | 7,061 | $1.3M | 1.22% |
| 20 | INVESCO EXCHANGE TRADED FD T | IVZ | 16,939 | $1.2M | 1.15% |
| 21 | NORFOLK SOUTHN CORP | 655844108 | 3,968 | $1.2M | 1.07% |
| 22 | DISNEY WALT CO | 254687106 | 9,472 | $1.1M | 1.01% |
| 23 | SALESFORCE INC | CRM | 3,941 | $1.0M | 0.97% |
| 24 | COCA COLA CO | KO | 14,877 | $1.0M | 0.96% |
| 25 | CHENIERE ENERGY INC | LNG | 5,356 | $1.0M | 0.96% |
| 26 | ABBVIE INC | ABBV | 4,275 | $982,139 | 0.91% |
| 27 | JOHNSON & JOHNSON | JNJ | 4,727 | $978,097 | 0.91% |
| 28 | INVESCO EXCH TRADED FD TR II | IVZ | 3,804 | $970,172 | 0.90% |
| 29 | VANGUARD INDEX FDS | 922908769 | 2,865 | $967,956 | 0.90% |
| 30 | LOWES COS INC | 548661107 | 3,945 | $959,345 | 0.89% |
| 31 | SPDR SERIES TRUST | 78464A847 | 15,433 | $903,293 | 0.84% |
| 32 | VANGUARD BD INDEX FDS | 921937835 | 10,685 | $793,575 | 0.73% |
| 33 | SPDR SERIES TRUST | 78468R853 | 16,483 | $781,954 | 0.72% |
| 34 | MCDONALDS CORP | MCD | 2,466 | $759,529 | 0.70% |
| 35 | VANGUARD WHITEHALL FDS | 921946406 | 5,166 | $746,743 | 0.69% |
| 36 | NORTHROP GRUMMAN CORP | NOC | 1,200 | $689,484 | 0.64% |
| 37 | HOME DEPOT INC | HD | 1,966 | $680,771 | 0.63% |
| 38 | UNION PAC CORP | UNP | 2,901 | $676,028 | 0.63% |
| 39 | ALPHABET INC | GOOG | 2,150 | $674,778 | 0.62% |
| 40 | EXXON MOBIL CORP | XOM | 5,551 | $671,559 | 0.62% |
| 41 | FIRST HORIZON CORPORATION | FHN-PH | 27,341 | $653,994 | 0.61% |
| 42 | SCHWAB STRATEGIC TR | 808524797 | 21,500 | $594,045 | 0.55% |
| 43 | EASTMAN CHEM CO | EMN | 9,160 | $589,265 | 0.55% |
| 44 | PULTE GROUP INC | 745867101 | 4,745 | $560,527 | 0.52% |
| 45 | ISHARES SILVER TR | SLV | 7,700 | $531,146 | 0.49% |
| 46 | MARATHON PETE CORP | MARA | 3,128 | $512,429 | 0.47% |
| 47 | TESLA INC | TSLA | 1,126 | $511,688 | 0.47% |
| 48 | SOFI TECHNOLOGIES INC | SOFI | 17,360 | $461,082 | 0.43% |
| 49 | CATERPILLAR INC | CAT | 758 | $437,662 | 0.41% |
| 50 | DIGITAL RLTY TR INC | 253868103 | 2,720 | $425,381 | 0.39% |
| 51 | VANGUARD WHITEHALL FDS | 921946794 | 4,600 | $415,840 | 0.38% |
| 52 | REGIONS FINANCIAL CORP NEW | RF-PF | 14,430 | $394,229 | 0.36% |
| 53 | DUKE ENERGY CORP NEW | DUKB | 3,335 | $392,463 | 0.36% |
| 54 | TRUIST FINL CORP | 89832Q109 | 7,728 | $383,000 | 0.35% |
| 55 | ENERGY TRANSFER L P | ET-PI | 22,975 | $380,007 | 0.35% |
| 56 | SELECT SECTOR SPDR TR | 81369Y803 | 2,432 | $353,637 | 0.33% |
| 57 | UNITEDHEALTH GROUP INC | UNH | 1,055 | $350,429 | 0.32% |
| 58 | VERIZON COMMUNICATIONS INC | VZ | 8,572 | $348,880 | 0.32% |
| 59 | ECOLAB INC | ECL | 1,299 | $343,514 | 0.32% |
| 60 | TJX COS INC NEW | 872540109 | 2,135 | $331,597 | 0.31% |
| 61 | ISHARES TR | 464287614 | 694 | $331,003 | 0.31% |
| 62 | SPDR DOW JONES INDL AVERAGE | 78467X109 | 683 | $330,292 | 0.31% |
| 63 | PALANTIR TECHNOLOGIES INC | PLTR | 1,825 | $330,033 | 0.31% |
| 64 | ISHARES TR | 46435U853 | 8,500 | $318,155 | 0.29% |
| 65 | COSTCO WHSL CORP NEW | 22160K105 | 360 | $311,634 | 0.29% |
| 66 | FEDEX CORP | FDX | 1,005 | $292,515 | 0.27% |
| 67 | STARBUCKS CORP | SBUX | 3,351 | $285,697 | 0.26% |
| 68 | PACKAGING CORP AMER | 695156109 | 1,200 | $249,912 | 0.23% |
| 69 | ELEVANCE HEALTH INC FORMERLY | ELV | 687 | $239,630 | 0.22% |
| 70 | PALO ALTO NETWORKS INC | PANW | 1,263 | $235,992 | 0.22% |
| 71 | VANGUARD INDEX FDS | 922908363 | 368 | $232,338 | 0.22% |
| 72 | KROGER CO | KR | 3,570 | $223,768 | 0.21% |
| 73 | SOUTHERN CO | SOMN | 2,550 | $223,304 | 0.21% |
| 74 | ISHARES TR | 464287291 | 2,055 | $217,625 | 0.20% |
| 75 | FIDELITY COVINGTON TRUST | 316092840 | 3,762 | $214,622 | 0.20% |
| 76 | SYMBOTIC INC | SYM | 3,430 | $206,726 | 0.19% |
| 77 | TOWNEBANK PORTSMOUTH VA | 89214P109 | 6,000 | $201,600 | 0.19% |