Aldebaran Financial

Latest statistics and disclosures from Aldebaran Financial's latest quarterly 13F-HR filing:

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Positions held by Aldebaran Financial consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Aldebaran Financial

Aldebaran Financial holds 77 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Fortinet (FTNT) 9.8 $9.1M 186k 48.89
Apple (AAPL) 7.5 $6.9M 53k 129.93
Berkshire Hathaway Inc Del Cl B New (BRK.B) 6.0 $5.5M 18k 308.89
Spdr Ser Tr Portfolio S&p500 (SPLG) 3.6 $3.3M +23% 74k 44.98
American Well Corp Cl A (AMWL) 3.5 $3.3M +4% 39k 84.00
Procter & Gamble Company (PG) 3.2 $2.9M 19k 151.56
Waste Management (WM) 3.2 $2.9M 19k 156.88
Johnson & Johnson (JNJ) 3.0 $2.8M 16k 176.65
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.6 $2.4M 6.4k 382.43
JPMorgan Chase & Co. (JPM) 2.5 $2.3M 17k 134.10
Spdr Ser Tr Portfoli S&p1500 (SPTM) 2.3 $2.1M 45k 47.29
Walt Disney Company (DIS) 2.2 $2.0M +34% 24k 86.88
Microsoft Corporation (MSFT) 2.1 $1.9M +42% 8.1k 239.82
Equifax (EFX) 2.0 $1.9M 9.6k 194.36

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Verizon Communications (VZ) 1.7 $1.6M -6% 41k 39.40
Alphabet Cap Stk Cl C (GOOG) 1.6 $1.5M +5% 17k 88.73
First Horizon National Corporation (FHN) 1.6 $1.4M 59k 24.50
Norfolk Southern (NSC) 1.5 $1.4M 5.8k 246.41
Cheniere Energy Com New (LNG) 1.5 $1.4M -2% 9.2k 149.96
Lowe's Companies (LOW) 1.4 $1.3M -3% 6.5k 199.24
Digital Realty Trust (DLR) 1.3 $1.2M 12k 100.27
Centene Corporation (CNC) 1.3 $1.2M -5% 15k 82.01
Wal-Mart Stores (WMT) 1.3 $1.2M -5% 8.3k 141.79
Spdr Ser Tr Portfolio S&p400 (SPMD) 1.2 $1.2M -25% 27k 42.50
Home Depot (HD) 1.2 $1.2M -3% 3.7k 315.86
salesforce (CRM) 1.2 $1.1M +18% 8.5k 132.60
Dollar General (DG) 1.2 $1.1M -13% 4.6k 246.25
Coca-Cola Company (KO) 1.2 $1.1M -3% 18k 63.61
Starbucks Corporation (SBUX) 1.2 $1.1M -4% 11k 99.20
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.0 $945k -36% 19k 49.82
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.0 $929k -7% 3.5k 266.28
Duke Energy Corp Com New (DUK) 1.0 $896k 8.7k 102.99
Vanguard Index Fds Total Stk Mkt (VTI) 0.9 $868k 4.5k 191.21
Union Pacific Corporation (UNP) 0.9 $849k 4.1k 207.05
McDonald's Corporation (MCD) 0.9 $848k -6% 3.2k 263.51
Exxon Mobil Corporation (XOM) 0.9 $838k -2% 7.6k 110.30
TowneBank (TOWN) 0.9 $833k -6% 27k 30.84
NVIDIA Corporation (NVDA) 0.9 $824k NEW 5.6k 146.14
Crowdstrike Hldgs Cl A (CRWD) 0.9 $814k +6% 7.7k 105.29
Atrion Corporation (ATRI) 0.8 $783k 1.4k 559.45
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.8 $770k -24% 21k 36.97
Eastman Chemical Company (EMN) 0.7 $687k 8.4k 81.44
Meta Platforms Cl A (META) 0.7 $665k -9% 5.5k 120.34
Coherent Corp (COHR) 0.7 $654k -3% 19k 35.10
Chevron Corporation (CVX) 0.7 $627k 3.5k 179.49
Sofi Technologies (SOFI) 0.7 $619k 134k 4.61
Northrop Grumman Corporation (NOC) 0.6 $600k -3% 1.1k 545.61
Fidelity National Information Services (FIS) 0.6 $573k 8.4k 67.85
Marathon Petroleum Corp (MPC) 0.5 $496k 4.3k 116.39
UnitedHealth (UNH) 0.5 $488k 920.00 530.18
Abbvie (ABBV) 0.5 $477k 3.0k 161.61
Phillips 66 (PSX) 0.5 $475k -6% 4.6k 104.08
Ecolab (ECL) 0.5 $464k -7% 3.2k 145.57
Southern Company (SO) 0.5 $462k 6.5k 71.41
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $455k -4% 4.8k 94.65
Anthem (ELV) 0.4 $399k 779.00 512.76
Pfizer (PFE) 0.4 $389k +5% 7.6k 51.24
Eli Lilly & Co. (LLY) 0.4 $379k -10% 1.0k 365.84
Adobe Systems Incorporated (ADBE) 0.4 $364k -26% 1.1k 336.53
Regions Financial Corporation (RF) 0.4 $352k 16k 21.56
Occidental Petroleum Corporation (OXY) 0.4 $338k -13% 5.4k 62.99
FedEx Corporation (FDX) 0.4 $331k -6% 1.9k 173.20
Dow (DOW) 0.3 $324k +3% 6.4k 50.39
At&t (T) 0.3 $324k +5% 18k 18.41
Albemarle Corporation (ALB) 0.3 $322k 1.5k 216.86
Tesla Motors (TSLA) 0.3 $295k +3% 2.4k 123.18
Consolidated Edison (ED) 0.3 $278k 2.9k 95.31
F.N.B. Corporation (FNB) 0.3 $269k NEW 21k 13.05
Cincinnati Financial Corporation (CINF) 0.3 $254k -4% 2.5k 102.40
Energy Transfer Com Ut Ltd Ptn (ET) 0.3 $239k 20k 11.87
American Electric Power Company (AEP) 0.3 $237k 2.5k 94.95
Canadian Pacific Railway (CP) 0.3 $234k 3.1k 74.59
Carrier Global Corporation (CARR) 0.2 $230k -5% 5.6k 41.25
Brookfield Renewable Partner Partnership Unit (BEP) 0.2 $228k -8% 9.0k 25.34
Boeing Company (BA) 0.2 $226k NEW 1.2k 190.49
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $224k 506.00 442.79
Merck & Co (MRK) 0.2 $204k -24% 1.8k 110.93

Past Filings by Aldebaran Financial

SEC 13F filings are viewable for Aldebaran Financial going back to 2013

View all past filings