DOSSIER · 13F-HR · Q2 2026

Aldebaran Financial Inc.

$123M in tracked AUM across 82 positions as of Q2 2026.

AF
CIK 0001353110 · last filed Jun 30, 2026
Total AUM
$123M
as of Q2 2026
Holdings
82
positions
Whale Score
57
57
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026
Comprehensive Analysis of Aldebaran Financial Inc. SEC 13F Filing
1. Portfolio Overview

Aldebaran Financial Inc. has reported a substantial expansion in assets under management (AUM) for the quarter ending December 31, 2025. The total portfolio value surged by 118.9%, growing from $49.36M to $108.05M. This doubling of capital suggests significant net inflows or strong performance from underlying assets during a period characterized by broad market participation.

The portfolio...

2. Key Holdings

The portfolio is anchored by a mix of passive investment vehicles and "blue-chip" mega-cap technology stocks.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPTM
SPDR SERIES TRUST
$10M109K8.1%
02
34959E109
FORTINET INC
$9M60K7.5%
03
BRK/B
BERKSHIRE HATHAWAY INC DEL
$8M16K6.4%
04
AAPL
APPLE INC
$7M25K5.8%
05
SPYM
SPDR SERIES TRUST
$7M80K5.7%
06
AMZN
AMAZON COM INC
$5M22K4.3%
07
SPY
STATE STR SPDR S&P 500 ETF T
$5M7K4.1%
08
NVDA
NVIDIA CORPORATION
$5M23K3.7%
09
GOOG
ALPHABET INC
$4M12K3.5%
10
JPM
JPMORGAN CHASE & CO
$4M12K3.3%

Filing history

2026Q2Jun 30
$123M 17.0%
82 positionsView →
2026Q1Mar 31
$105M 2.6%
76 positionsView →
2025Q4Dec 31
$108M 8.1%
77 positionsView →
2025Q3Sep 30
$100M 10.6%
77 positionsView →
2025Q2Jun 30
$90M 10.4%
73 positionsLocked
2025Q1Mar 31
$82M 4.4%
70 positionsLocked
2024Q4Dec 31
$86M 0.9%
73 positionsLocked
2024Q3Sep 30
$85M 11.2%
68 positionsLocked
2024Q2Jun 30
$76M 7.9%
64 positionsLocked
2024Q1Mar 31
$71M 4.3%
62 positionsLocked
2023Q4Dec 31
$68M 5.8%
62 positionsLocked
2023Q3Sep 30
$64M 13.0%
63 positionsLocked
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