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Livermore
Livermore
ZHEN

Aldebaran Financial Inc.

SEC CIK
0001353110
Latest filing
Aug 13, 2026

The latest 13F from Aldebaran Financial Inc. covers Q2 2026 (filed Aug 13, 2026): 82 long positions worth $123.2M. The top 10 holdings make up 52.2% of the portfolio, and the largest is SPDR Series Trust at 8.1%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
9
Est. +$2.23M
Added
29
Est. +$2.97M
Reduced
27
Est. −$2.27M
Sold out
3
Est. −$695.1K

Top 5 holdings

Share of this quarter's portfolio value

  1. SPDR Series Trust78464A805
    8.1%$9.93M
  2. FTNTFortinet, Inc.
    7.5%$9.24MHistory
  3. BRK.BBerkshire Hathaway Inc
    6.4%$7.83MHistory
  4. AAPLApple Inc.
    5.8%$7.11MHistory
  5. State Street SPDR Portfolio S&P 500 ETF78464A854
    5.7%$7.00M

Biggest buys

New and added positions, by estimated amount bought

  1. State Street SPDR Portfolio S&P 500 ETF78464A854
    +$964.5KAdded
  2. SPDR Series Trust78464A805
    +$458.8KAdded
  3. Tidal Trust II88636R693
    +$318.2KNew
  4. PANWPalo Alto Networks Inc
    +$297.7KNewHistory
  5. Roundhill ETF Trust77926X320
    +$294.3KNew

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. State Street SPDR Portfolio S&P 500 ETF78464A854
    +0.69 pp5.0% → 5.7%
  2. LLYEli Lilly & Co
    +0.33 pp1.7% → 2.0%History
  3. Invesco Exchange Traded FD T46137V498
    +0.28 pp1.4% → 1.7%
  4. Tidal Trust II88636R693
    +0.26 pp0.0% → 0.3%
  5. PANWPalo Alto Networks Inc
    +0.24 pp0.0% → 0.2%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. SPYSPDR S&P 500 ETF Trust
    −$531.0KReducedHistory
  2. CRWDCrowdStrike Holdings, Inc.
    −$330.4KReducedHistory
  3. Vanguard Morningstar Total Stock Market ETF922908769
    −$271.6KReduced
  4. KRKroger Co
    −$258.3KSold outHistory
  5. FTNTFortinet, Inc.
    −$232.7KReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. SPYSPDR S&P 500 ETF Trust
    −0.52 pp4.6% → 4.1%History
  2. LNGCheniere Energy, Inc.
    −0.40 pp1.4% → 1.0%History
  3. XOMExxonMobil Holdings Corp
    −0.30 pp0.9% → 0.6%History
  4. MCDMcDonalds Corp
    −0.26 pp0.7% → 0.5%History
  5. KRKroger Co
    −0.25 pp0.2% → 0.0%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$123.2M
+$17.9M (+17.0%) vs. prior quarter
Positions
82
+6 vs. prior quarter
Top 10 concentration
52.2%
Top 10 as share of value
Turnover
2.6%
Q2 2026, one quarter
Average holding period
18.4 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $128.0M (Q4 2021)

Q1 2021: $106.1MQ2 2021: $113.8MQ3 2021: $116.5MQ4 2021: $128.0MQ1 2022: $121.6MQ2 2022: $90.6MQ3 2022: $86.8MQ4 2022: $89.8MQ1 2023: $74.3MQ2 2023: $69.8MQ3 2023: $61.3MQ4 2023: $64.6MQ1 2024: $67.0MQ2 2024: $72.2MQ3 2024: $84.8MQ4 2024: $85.6MQ1 2025: $81.8MQ2 2025: $90.4MQ3 2025: $100.0MQ4 2025: $108.1MQ1 2026: $105.3MQ2 2026: $123.2M
Q1 2021Q2 2026
13F filings of Aldebaran Financial Inc. by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 13, 202682$123.2MSPDR Series TrustFTNTBRK.Bvs. Q1 2026SEC
Q1 2026May 14, 202676$105.3MSPDR Series TrustBRK.BAAPLvs. Q4 2025SEC
Q4 2025Jan 23, 202677$108.1MSPDR Series TrustBRK.BAAPLvs. Q3 2025SEC
Q3 2025Nov 19, 202577$100.0MBRK.BSPDR Series TrustAAPLvs. Q2 2025SEC
Q2 2025Aug 14, 202573$90.4MFTNTBRK.BSPDR Series Trustvs. Q1 2025SEC
Q1 2025May 8, 202570$81.8MBRK.BFTNTAAPLvs. Q4 2024SEC
Q4 2024Feb 14, 202573$85.6MBRK.BFTNTAAPLvs. Q3 2024SEC
Q3 2024Nov 21, 202468$84.8MBRK.BAAPLFTNTvs. Q2 2024SEC
Q2 2024Aug 22, 202464$72.2MBRK.BAAPLFTNTvs. Q1 2024SEC
Q1 2024May 13, 202462$67.0MBRK.BFTNTAAPLvs. Q4 2023SEC
Q4 2023Feb 1, 202462$64.6MAAPLBRK.BFTNTvs. Q3 2023SEC
Q3 2023Nov 6, 202363$61.3MAAPLBRK.BFTNTvs. Q2 2023SEC
Q2 2023Jul 25, 202364$69.8MFTNTAAPLBRK.Bvs. Q1 2023SEC
Q1 2023Apr 24, 202372$74.3MFTNTAAPLBRK.Bvs. Q4 2022SEC
Q4 2022Mar 6, 202377$89.8MFTNTAAPLBRK.Bvs. Q3 2022SEC
Q3 2022Nov 14, 202275$86.8MFTNTAAPLBRK.Bvs. Q2 2022SEC
Q2 2022Aug 1, 202275$90.6MFTNTAAPLBRK.Bvs. Q1 2022SEC
Q1 2022Apr 18, 202289$121.6MFTNTAAPLBRK.Bvs. Q4 2021SEC
Q4 2021Feb 16, 202290$128.0MFTNTAAPLVanguard Total Bond Market ETFvs. Q3 2021SEC
Q3 2021Oct 21, 202186$116.5MFTNTVanguard Total Bond Market ETFAAPLvs. Q2 2021SEC
Q2 2021Jul 16, 202188$113.8MFTNTVanguard Total Bond Market ETFAAPLvs. Q1 2021SEC
Q1 2021May 3, 202184$106.1MVanguard Total Bond Market ETFFTNTAAPL–SEC