Aldebaran Financial Inc.

KINGSPORT, TN · CIK 1353110 · 13F filing filed 2026-08-13

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyKingsport, TN

$123.2m reported value +17.0% vs Q1 2026

82positions

52.2%in top 10

9 new 29 added 27 reduced 3 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SPDR SERIES TRUST PORTFOLI S&P1500 SPTM	SPTM	109,406	$9.9m8.07%	8.07%	Added +5.1k	+5,053 4.8%
2	FORTINET INC COM FTNT	FTNT	60,166	$9.2m7.50%	7.50%	Reduced -1.5k	-1,515 -2.5%
3	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	15,655	$7.8m6.36%	6.36%	Added +42	+42 0.3%
4	APPLE INC COM AAPL	AAPL	24,579	$7.1m5.77%	5.77%	Added +68	+68 0.3%
5	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	79,686	$7.0m5.69%	5.69%	Added +11.0k	+10,975 16.0%
6	AMAZON COM INC COM AMZN	AMZN	22,014	$5.2m4.26%	4.26%	Added +243	+243 1.1%
7	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	6,756	$5.0m4.10%	4.10%	Reduced -711	-711 -9.5%
8	NVIDIA CORPORATION COM NVDA	NVDA	22,774	$4.6m3.70%	3.70%	Reduced -509	-509 -2.2%
9	ALPHABET INC CAP STK CL C GOOG	GOOG	12,088	$4.3m3.47%	3.47%	Added +125	+125 1.0%
10	JPMORGAN CHASE & CO COM JPM	JPM	12,351	$4.0m3.28%	3.28%	Added +367	+367 3.1%
11	MICROSOFT CORP COM MSFT	MSFT	9,609	$3.6m2.91%	2.91%	Added +352	+352 3.8%
12	WALMART INC COM WMT	WMT	26,945	$3.1m2.48%	2.48%	Added +759	+759 2.9%
13	WASTE MGMT INC DEL COM WM	WM	12,627	$2.8m2.29%	2.29%	Added +515	+515 4.2%
14	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	3,674	$2.7m2.20%	2.20%	Reduced -92	-92 -2.4%
15	COHERENT CORP COM COHR	COHR	6,454	$2.5m2.07%	2.07%	Reduced -337	-337 -5.0%
16	ELI LILLY & CO COM LLY	LLY	2,091	$2.5m2.04%	2.04%	Added +138	+138 7.1%
17	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	3,016	$2.3m1.87%	1.87%	Reduced -433	-433 -12.6%
18	INVESCO EXCHANGE TRADED FD T S&P SMLCP MOMENT XSMO	XSMO	22,216	$2.1m1.69%	1.69%	Added +2.8k	+2,763 14.2%
19	META PLATFORMS INC CL A META	META	3,362	$1.9m1.54%	1.54%	Added +15	+15 0.5%
20	COCA COLA CO COM KO	KO	17,366	$1.4m1.15%	1.15%	Added +1.2k	+1,200 7.4%
21	PROCTER AND GAMBLE CO COM PG	PG	9,135	$1.3m1.09%	1.09%	Reduced -414	-414 -4.3%
22	CHENIERE ENERGY INC COM NEW LNG	LNG	5,204	$1.2m1.01%	1.01%	Reduced -24	-24 -0.5%
23	INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF QQQM	QQQM	4,104	$1.2m1.01%	1.01%	Added +100	+100 2.5%
24	NORFOLK SOUTHN CORP COM NSC	NSC	3,852	$1.2m0.98%	0.98%	Reduced -76	-76 -1.9%
25	ABBVIE INC COM ABBV	ABBV	4,785	$1.2m0.98%	0.98%	Added +215	+215 4.7%
26	JOHNSON & JOHNSON COM JNJ	JNJ	4,678	$1.2m0.96%	0.96%	Reduced -50	-50 -1.1%
27	SPDR SERIES TRUST PORTFOLIO S&P400 SPMD	SPMD	16,092	$1.1m0.88%	0.88%	Added +710	+710 4.6%
28	CATERPILLAR INC COM CAT	CAT	830	$883.9k0.72%	0.72%	Added +42	+42 5.3%
29	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	11,878	$872.0k0.71%	0.71%	Added +1.2k	+1,190 11.1%
30	LOWES COS INC COM LOW	LOW	3,945	$869.8k0.71%	0.71%	Unchanged
31	SPDR SER TR PORTFOLIO S&P600 SPSM	SPSM	15,027	$866.6k0.70%	0.70%	Reduced -1.2k	-1,231 -7.6%
32	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	5,175	$817.9k0.66%	0.66%	Added +3	+3 0.1%
33	UNION PAC CORP COM UNP	UNP	2,899	$788.5k0.64%	0.64%	Unchanged
34	MARATHON PETE CORP COM MPC	MPC	3,063	$783.1k0.64%	0.64%	Reduced -65	-65 -2.1%
35	ALPHABET INC CAP STK CL A GOOGL	GOOGL	2,150	$768.3k0.62%	0.62%	Unchanged
36	DISNEY WALT CO COM DIS	DIS	7,974	$767.5k0.62%	0.62%	Reduced -570	-570 -6.7%
37	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	2,039	$754.5k0.61%	0.61%	Reduced -734	-734 -26.5%
38	FIRST HORIZON CORPORATION COM FHN	FHN	27,153	$696.2k0.57%	0.57%	Reduced -206	-206 -0.8%
39	EXXON MOBIL CORP COM XOM	XOM	5,046	$689.9k0.56%	0.56%	Reduced -277	-277 -5.2%
40	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	21,500	$681.8k0.55%	0.55%	Unchanged
41	NORTHROP GRUMMAN CORP COM NOC	NOC	1,330	$677.4k0.55%	0.55%	Added +70	+70 5.6%
42	HOME DEPOT INC COM HD	HD	1,866	$658.0k0.53%	0.53%	Reduced -100	-100 -5.1%
43	PULTE GROUP INC COM PHM	PHM	4,715	$646.9k0.53%	0.53%	Reduced -30	-30 -0.6%
44	SALESFORCE INC COM CRM	CRM	3,984	$624.1k0.51%	0.51%	Reduced -99	-99 -2.4%
45	EASTMAN CHEM CO COM EMN	EMN	9,220	$617.5k0.50%	0.50%	Added +30	+30 0.3%
46	MCDONALDS CORP COM MCD	MCD	2,071	$559.9k0.45%	0.45%	Reduced -357	-357 -14.7%
47	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	2,569	$489.4k0.40%	0.40%	Added +98	+98 4.0%
48	ENERGY TRANSFER L P COM UT LTD PTN ET	ET	25,245	$482.7k0.39%	0.39%	Unchanged
49	TESLA INC COM TSLA	TSLA	1,124	$472.8k0.38%	0.38%	Unchanged
50	VANGUARD WHITEHALL FDS INTL HIGH ETF VYMI	VYMI	4,600	$451.7k0.37%	0.37%	Unchanged
51	UNITEDHEALTH GROUP INC COM UNH	UNH	1,080	$448.9k0.36%	0.36%	Reduced -100	-100 -8.5%
52	DUKE ENERGY CORP NEW COM NEW DUK	DUK	3,460	$438.0k0.36%	0.36%	Unchanged
53	REGIONS FINANCIAL CORP NEW COM RF	RF	14,059	$424.6k0.34%	0.34%	Added +15	+15 0.1%
54	DIGITAL RLTY TR INC COM DLR	DLR	2,340	$420.2k0.34%	0.34%	Reduced -100	-100 -4.1%
55	ISHARES SILVER TR ISHARES SLV	SLV	7,855	$420.0k0.34%	0.34%	Unchanged
56	TRUIST FINL CORP COM TFC	TFC	7,353	$366.3k0.30%	0.30%	Reduced -50	-50 -0.7%
57	ECOLAB INC COM ECL	ECL	1,291	$359.7k0.29%	0.29%	Added +20	+20 1.6%
58	SPDR DOW JONES INDL AVERAGE UT SER 1 DIA	DIA	688	$359.4k0.29%	0.29%	Added +17	+17 2.5%
59	ISHARES TR RUS 1000 GRW ETF IWF	IWF	2,776	$344.7k0.28%	0.28%	Unchanged
60	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	2,897	$338.0k0.27%	0.27%	Added +762	+762 35.7%
61	COSTCO WHSL CORP NEW COM COST	COST	360	$336.8k0.27%	0.27%	Unchanged
62	TJX COS INC NEW COM TJX	TJX	2,145	$324.9k0.26%	0.26%	Added +6	+6 0.3%
63	TIDAL TRUST II YIEL SE PORT ETF CHPY	CHPY	3,610	$318.2k0.26%	0.26%	New
64	SOFI TECHNOLOGIES INC COM SOFI	SOFI	16,629	$298.2k0.24%	0.24%	Reduced -731	-731 -4.2%
65	PALO ALTO NETWORKS INC COM PANW	PANW	873	$297.7k0.24%	0.24%	New
66	ROUNDHILL ETF TRUST MEMORY ETF DRAM	DRAM	3,985	$294.3k0.24%	0.24%	New
67	PACKAGING CORP AMER COM PKG	PKG	1,200	$285.9k0.23%	0.23%	Unchanged
68	ELEVANCE HEALTH INC COM ELV	ELV	689	$266.4k0.22%	0.22%	Added +1	+1 0.1%
69	FEDEX CORP COM FDX	FDX	850	$266.2k0.22%	0.22%	Reduced -80	-80 -8.6%
70	VERIZON COMMUNICATIONS INC COM VZ	VZ	6,267	$265.3k0.22%	0.22%	Reduced -450	-450 -6.7%
71	ISHARES TR U.S. TECH ETF IYW	IYW	978	$246.7k0.20%	0.20%	New
72	SOUTHERN CO COM SO	SO	2,550	$244.1k0.20%	0.20%	Unchanged
73	AMERICAN ELEC PWR CO INC COM AEP	AEP	1,700	$232.6k0.19%	0.19%	Unchanged
74	FIDELITY COVINGTON TRUST HIGH DIVID ETF FDVV	FDVV	3,762	$226.8k0.18%	0.18%	Unchanged
75	DELTA AIR LINES INC DEL COM NEW DAL	DAL	2,400	$224.8k0.18%	0.18%	New
76	CSX CORP COM CSX	CSX	4,700	$223.4k0.18%	0.18%	New
77	PHILLIPS 66 COM PSX	PSX	1,320	$223.1k0.18%	0.18%	Unchanged
78	TOWNEBANK PORTSMOUTH VA COM TOWN	TOWN	6,000	$217.4k0.18%	0.18%	Unchanged
79	APPLIED MATLS INC COM AMAT	AMAT	300	$216.9k0.18%	0.18%	New
80	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	290	$204.0k0.17%	0.17%	New
81	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	426	$203.4k0.17%	0.17%	New
82	ISHARES TR US AER DEF ETF ITA	ITA	830	$201.2k0.16%	0.16%	Reduced -158	-158 -16.0%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
KROGER CO KR	KR	3,570	$258.3k3.6k shares
CHEVRON CORP NEW CVX	CVX	1,057	$218.7k1.1k shares
SYMBOTIC INC SYM	SYM	4,100	$218.1k4.1k shares