Aldebaran Financial Inc.

Q2 2026 13F-HR Holdings

Location
Kingsport, TN
Holdings as of
6/30/2026
Date filed
8/13/2026
Form type
13F-HR
Num holdings
82
Total value ($000)
$123,160
Net value change ($000)
+17,872 (17.0%)
New positions
9
Sold out positions
3
Turnover %
2.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
FTNT 4,202 83.4%
SPYM 1,744 33.2%
SPTM 1,683 20.4%
CRWD 955 70.9%
COHR 928 57.4%
AAPL 891 14.3%
GOOGL 839 24.4%
AMZN 713 15.7%
LLY 712 39.6%
XSMO 601 40.6%
Top Reduces (Value $000, Stocks/ETFs)
KR -258 -100.0%
LNG -239 -16.1%
CVX -219 -100.0%
SYM -218 -100.0%
XOM -213 -23.6%
WMT -202 -6.2%
MCD -195 -25.8%
NOC -183 -21.3%
CRM -138 -18.1%
VTI -135 -15.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type