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CIK: 0001353110
Total reported value
$123.2M
$123.2M
76 檔
26.2%
During the Q1 2026 filing period, Aldebaran Financial Inc. (CIK: 0001353110) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $123.2M across 76 reported positions.
In Q1 2026, Aldebaran Financial Inc. displayed an active expansion posture, initiating 4 new positions and adding to 35 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 7.84% | +0.23% | +5.96% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 7.11% | -0.75% | +0.64% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.91% | -0.14% | -2.23% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 4.99% | +0.69% | +5.32% | |
| 5 | FTNT | Fortinet Inc | Stock-Tech | 4.79% | +2.71% | -8.14% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.61% | -0.51% | +1.25% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.31% | -0.05% | +1.02% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 3.86% | -0.16% | +1.04% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.35% | -0.07% | +1.30% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.26% | +0.21% | +5.79% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 3.25% | -0.34% | +3.64% | |
| 12 | WMT | Walmart Inc | Stock-Consumer Staples | 3.09% | -0.61% | +3.36% | |
| 13 | WM | Waste Management Inc | Stock-Industrials | 2.64% | -0.36% | +3.77% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.06% | +0.14% | -0.11% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.82% | -0.28% | +1.89% | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.71% | +0.33% | +5.45% | |
| 17 | COHR | Coherent CORP | Stock-Tech | 1.54% | +0.53% | -3.82% | |
| 18 | LNG | Cheniere Energy Inc | Stock-Energy | 1.41% | -0.40% | -2.39% | |
| 19 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 1.40% | +0.29% | +14.84% | |
| 20 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.31% | -0.22% | -1.60% | |
| 21 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.28% | +0.59% | +10.97% | |
| 22 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.17% | -0.02% | +8.66% | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.10% | -0.14% | +0.02% | |
| 24 | NSC | Norfolk Southern CORP | Stock-Industrials | 1.07% | -0.09% | -1.01% | |
| 25 | ABBV | Abbvie Inc | Stock-Healthcare | 0.94% | +0.04% | +6.90% | |
| 26 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.90% | +0.11% | +5.26% | |
| 27 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.89% | -0.18% | — | |
| 28 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.87% | +0.01% | -0.33% | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.86% | -0.30% | -4.11% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.84% | -0.23% | -3.21% | |
| 31 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.82% | -0.27% | +5.00% | |
| 32 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.78% | -0.16% | -9.80% | |
| 33 | BND | Vanguard Total Bond Market | ETF-Other | 0.75% | -0.04% | +0.03% | |
| 34 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.75% | -0.05% | -1.36% | |
| 35 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.73% | -0.07% | +0.12% | |
| 36 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.73% | -0.09% | — | |
| 37 | CRM | Salesforce Inc | Stock-Tech | 0.72% | -0.21% | +3.60% | |
| 38 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.72% | -0.27% | -1.54% | |
| 39 | UNP | Union Pacific CORP | Stock-Industrials | 0.67% | -0.03% | -0.07% | |
| 40 | EMN | Eastman Chemical Co | Stock-Materials | 0.67% | -0.17% | +0.33% | |
| 41 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.63% | -0.08% | — | |
| 42 | HD | Home Depot Inc | Stock-Consumer Disc | 0.61% | -0.08% | — | |
| 43 | FHN | First Horizon CORP | Stock-Financials | 0.59% | -0.02% | +0.07% | |
| 44 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.59% | +0.03% | — | |
| 45 | CAT | Caterpillar Inc | Stock-Industrials | 0.53% | +0.19% | +3.96% | |
| 46 | PHM | Pultegroup Inc | Stock-Consumer Disc | 0.53% | — | — | |
| 47 | SLV | Ishares Silver Trust | ETF-Commodities | 0.51% | -0.17% | +2.01% | |
| 48 | ET | Energy Transfer LP | Stock-Energy | 0.46% | -0.07% | +9.88% | |
| 49 | DUK | Duke Energy CORP | Stock-Utilities | 0.43% | -0.07% | +3.75% | |
| 50 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.42% | -0.08% | -10.29% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | WMT | Walmart Inc | +0.5% | +3.36% | Add |
| 2 | LNG | Cheniere Energy Inc | +0.5% | -2.39% | Trim |
| 3 | COHR | Coherent CORP | +0.3% | -3.82% | Trim |
| 4 | MPC | Marathon Petroleum CORP | +0.3% | — | Unchanged |
| 5 | SPTM | Ss Spdr P S&p 1500 Comp ETF | +0.3% | +5.96% | Add |
| 6 | XSMO | Invesco S&p Smallcap Momentu | +0.3% | +14.84% | Add |
| 7 | XOM | Exxon Mobil CORP | +0.2% | -4.11% | Trim |
| 8 | WM | Waste Management Inc | +0.2% | +3.77% | Add |
| 9 | KO | Coca-cola Co/the | +0.2% | +8.66% | Add |
| 10 | JNJ | Johnson & Johnson | +0.2% | +0.02% | Add |
| 11 | NOC | Northrop Grumman CORP | +0.2% | +5.00% | Add |
| 12 | CAT | Caterpillar Inc | +0.1% | +3.96% | Add |
| 13 | EMN | Eastman Chemical Co | +0.1% | +0.33% | Add |
| 14 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +5.32% | Add |
| 15 | ET | Energy Transfer LP | +0.1% | +9.88% | Add |
| 16 | SCHD | Schwab US Dvd Equity ETF | +0.1% | — | Unchanged |
| 17 | DUK | Duke Energy CORP | +0.1% | +3.75% | Add |
| 18 | COST | Costco Wholesale CORP | +0.1% | — | Unchanged |
| 19 | FDX | Fedex CORP | 0% | -7.46% | Trim |
| 20 | KR | Kroger Co | 0% | — | Unchanged |
| 21 | UNP | Union Pacific CORP | 0% | -0.07% | Trim |
| 22 | VYM | Vanguard High Dvd Yield ETF | 0% | +0.12% | Add |
| 23 | VYMI | Vanguard Int High Dvd Yld In | 0% | — | Unchanged |
| 24 | DLR | Digital Realty Trust Inc | 0% | -10.29% | Trim |
| 25 | ABBV | Abbvie Inc | 0% | +6.90% | Add |
| 26 | SPMD | Ss Spdr P S&p 400 Midcap ETF | 0% | -0.33% | Trim |
| 27 | SPSM | Ss Spdr P S&p 600 Small Cap | 0% | -1.36% | Trim |
| 28 | SO | Southern Co/the | 0% | — | Unchanged |
| 29 | PG | Procter & Gamble Co/the | 0% | -1.60% | Trim |
| 30 | SYM | Symbotic Inc | 0% | +19.53% | Add |
| 31 | BND | Vanguard Total Bond Market | 0% | +0.03% | Add |
| 32 | MCD | Mcdonald's CORP | 0% | -1.54% | Trim |
| 33 | SLV | Ishares Silver Trust | 0% | +2.01% | Add |
| 34 | TJX | Tjx Companies Inc | 0% | +0.19% | Add |
| 35 | PKG | Packaging CORP Of America | 0% | — | Unchanged |
| 36 | PHM | Pultegroup Inc | 0% | — | Unchanged |
| 37 | LOW | Lowe's Cos Inc | — | — | Unchanged |
| 38 | NSC | Norfolk Southern CORP | — | -1.01% | Trim |
| 39 | QQQM | Invesco Nasdaq 100 ETF | — | +5.26% | Add |
| 40 | VZ | Verizon Communications Inc | — | -21.64% | Trim |
| 41 | FDVV | Fidelity High Dividend ETF | — | — | Unchanged |
| 42 | ECL | Ecolab Inc | — | -2.16% | Trim |
| 43 | TOWN | Towne Bank | — | — | Unchanged |
| 44 | RF | Regions Financial CORP | 0% | -2.67% | Trim |
| 45 | DIA | Ss Spdr Dow Jones Indus Avg | 0% | -1.76% | Trim |
| 46 | PLTR | Palantir Technologies Inc-a | 0% | +16.99% | Add |
| 47 | HD | Home Depot Inc | 0% | — | Unchanged |
| 48 | FHN | First Horizon CORP | 0% | +0.07% | Add |
| 49 | UNH | Unitedhealth Group Inc | 0% | +11.85% | Add |
| 50 | XLK | Ss Technology Select Sector | 0% | +1.60% | Add |
According to official SEC Form 13F filings, Aldebaran Financial Inc. reported a total U.S. public equity portfolio value of $123.2M across 76 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPTM, BRK-B, AAPL) accounted for 26.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
PSX
市值: $240.5K
Top Position Liquidated / Trimmed
USHY
前期市值: $318.2K
During Q1 2026, Aldebaran Financial Inc.'s top holdings by market value included SPTM (7.8%)、BRK-B (7.1%)、AAPL (5.9%). The largest single position, SPTM, represented 7.8% of total portfolio value.
In Q1 2026, Aldebaran Financial Inc. made 66 total portfolio adjustments, initiating 4 new buys, adding to 35 positions, trimming 22 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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