SEC 13F Intelligence

Managers / Q1 2019 · view latest →

Aldebaran Financial Inc.

CIK 0001353110 · 423-239-9087

Reported Value
$142M
Q1 2019
Positions
102
Filings on Record
30
2019–present window
Filed
Apr 23, 2019
original filing

Summary

Aldebaran Financial Inc. reported $142M in U.S.-listed holdings across 102 positions for Q1 2019.

Its largest position, FTNT, represents 4.7% of the portfolio.

Compared with Q4 2018, the fund opened 6 new positions and exited 3.

Portfolio Metrics

Turnover
+3.8%
vs prior filed quarter
Top-10 Concentration
+31.1%
share of reported value
Largest Position
+4.7%
Fortinet
New / Exited
6 / 3
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $131MQ4 ’18Q1 ’19: $142MQ2 ’19: $145MQ3 ’19: $150MQ4 ’19: $132MQ4 ’19Q1 ’20: $102MQ2 ’20: $85MQ3 ’20: $96MQ4 ’20: $107MQ4 ’20Q1 ’21: $113MQ2 ’21: $122MQ3 ’21: $124MQ4 ’21: $135MQ4 ’21Q1 ’22: $129MQ2 ’22: $95MQ3 ’22: $91MQ1 ’23: $78MQ1 ’23Q2 ’23: $74MQ3 ’23: $64MQ4 ’23: $68MQ1 ’24: $71MQ1 ’24Q2 ’24: $76MQ3 ’24: $85MQ4 ’24: $86MQ1 ’25: $82MQ1 ’25Q2 ’25: $90MQ3 ’25: $100MQ4 ’25: $108MQ1 ’26: $105MQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 82.3%ETP: 17.1%Other: 0.7%
  • Common Stock · 82.3% · $117M
  • ETP · 17.1% · $24M
  • Other · 0.7% · $945,000

Quarter-over-Quarter Changes full breakdown →

vs Q4 2018 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
AAWWUSDATLAS AIR WORLDWIDE HLDGS INNEW+6.1K6.1K+$308,000$308,000
CSXCSX CORPNEW+3.4K3.4K+$255,000$255,000
MOALTRIA GROUP INCNEW+4.1K4.1K+$236,000$236,000
MDLZMONDELEZ INTL INCNEW+4.7K4.7K+$235,000$235,000
DUTMOODYS CORPNEW+1.2K1.2K+$217,000$217,000
WFCWELLS FARGO CO NEWNEW+4.2K4.2K+$202,000$202,000
SPDR SERIES TRUSTADDED+22.9K30.4K+$838,000$1M
BMYBRISTOL MYERS SQUIBB COSOLD OUT11.7K0$608,000$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2019

48 positions
#IssuerClass% PortfolioValueShares
1FTNTFORTINET INChistory →COM4.74%$7M80.4K
2AMZNAMAZON COM INChistory →COM4.39%$6M3.5K
3BRK/BBERKSHIRE HATHAWAY INC DELhistory →CL B NEW3.38%$5M23.9K
4AAPLAPPLE INChistory →COM3.15%$4M23.6K
5WMWASTE MGMT INC DELhistory →COM2.86%$4M39.2K
6VANGUARD INDEX FDSREAL ESTATE ETF · TOTAL STK MKT2.78%$4M39.2K
7JNJJOHNSON & JOHNSONhistory →COM2.78%$4M28.2K
8PGPROCTER AND GAMBLE COhistory →COM2.64%$4M36.0K
9ISHARES TRMSCI EAFE ETF · RUSSELL 2000 ETF2.45%$3M41.0K
10XLFSELECT SECTOR SPDR TRhistory →SBI INT-FINL2.43%$3M134.7K
11DISDISNEY WALT COhistory →COM DISNEY2.37%$3M30.4K
12SPDR S&P 500 ETF TRTR UNIT2.34%$3M11.8K
13EXMOCEXXON MOBIL CORPhistory →COM2.17%$3M38.2K
14LNGCHENIERE ENERGY INChistory →COM NEW2.02%$3M42.0K
15TAT&T INChistory →COM1.81%$3M81.9K
16BACVERIZON COMMUNICATIONS INChistory →COM1.71%$2M41.1K
17EMNEASTMAN CHEMICAL COhistory →COM1.63%$2M30.6K
18CNCCENTENE CORP DELhistory →COM1.61%$2M43.1K
19PSXPHILLIPS 66history →COM1.55%$2M23.1K
20UNPUNION PACIFIC CORPhistory →COM1.53%$2M13.0K
21DGDOLLAR GEN CORP NEWhistory →COM1.51%$2M18.0K
22SBUXSTARBUCKS CORPhistory →COM1.49%$2M28.5K
23GOOGALPHABET INChistory →CAP STK CL C1.44%$2M1.7K
24LUVSOUTHWEST AIRLS COhistory →COM1.42%$2M38.9K
25DDOMINION ENERGY INChistory →COM1.42%$2M26.3K
26CRMSALESFORCE COM INChistory →COM1.36%$2M12.2K
27ECLECOLAB INChistory →COM1.31%$2M10.5K
28CHVCHEVRON CORP NEWhistory →COM1.22%$2M14.1K
29MPCMARATHON PETE CORPhistory →COM1.20%$2M28.4K
30NSCNORFOLK SOUTHERN CORPhistory →COM1.12%$2M8.5K
31ALAIR LEASE CORPhistory →CL A1.11%$2M45.8K
32VANGUARD BD INDEX FD INCTOTAL BND MRKT1.11%$2M19.4K
33ALBALBEMARLE CORPhistory →COM1.04%$1M18.1K
34NOCNORTHROP GRUMMAN CORPhistory →COM1.03%$1M5.4K
35KOCOCA COLA COhistory →COM1.02%$1M30.9K
36MDYSPDR S&P MIDCAP 400 ETF TRhistory →UTSER1 S&PDCRP1.01%$1M4.2K
37MCDMCDONALDS CORPCOM0.98%$1M7.3K
38BABOEING COCOM0.95%$1M3.5K
39UTXZUNITED TECHNOLOGIES CORPCOM0.95%$1M10.5K
40FT2FIRST HORIZON NATL CORPCOM0.93%$1M94.3K
41XYZSQUARE INCCL A0.92%$1M17.4K
42ATRIUSDATRION CORPCOM0.86%$1M1.4K
43AMGNAMGEN INCCOM0.86%$1M6.4K
44RFREGIONS FINL CORP NEWCOM0.86%$1M86.1K
45CWTCALIFORNIA WTR SVC GROUPCOM0.85%$1M22.2K
46AIR TRANSPORT SERVICES GRP ICOM0.84%$1M51.6K
47EFXEQUIFAX INCCOM0.80%$1M9.6K
48HDHOME DEPOT INCCOM0.78%$1M5.8K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$105M76May 14, 202613F-HRchanges · EDGAR ↗
Q4 2025$108M77Jan 23, 202613F-HRchanges · EDGAR ↗
Q3 2025$100M77Nov 19, 202513F-HRchanges · EDGAR ↗
Q2 2025$90M73Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$82M70May 8, 202513F-HRchanges · EDGAR ↗
Q4 2024$86M73Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$85M68Nov 21, 202413F-HRchanges · EDGAR ↗
Q2 2024$76M64Aug 22, 202413F-HRchanges · EDGAR ↗
Q1 2024$71M62May 13, 202413F-HRchanges · EDGAR ↗
Q4 2023$68M62Feb 1, 202413F-HRchanges · EDGAR ↗
Q3 2023$64M63Nov 6, 202313F-HRchanges · EDGAR ↗
Q2 2023$74M64Jul 25, 202313F-HRchanges · EDGAR ↗
Q1 2023$78M72Apr 24, 202313F-HRchanges · EDGAR ↗
Q3 2022$91M75Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$95M75Aug 1, 202213F-HRchanges · EDGAR ↗
Q1 2022$129M89Apr 18, 202213F-HRchanges · EDGAR ↗
Q4 2021$135M90Feb 16, 202213F-HRchanges · EDGAR ↗
Q3 2021$124M86Oct 21, 202113F-HRchanges · EDGAR ↗
Q2 2021$122M88Jul 16, 202113F-HRchanges · EDGAR ↗
Q1 2021$113M84May 3, 202113F-HRchanges · EDGAR ↗
Q4 2020$107M79Feb 5, 202113F-HRchanges · EDGAR ↗
Q3 2020$96M78Oct 19, 202013F-HRchanges · EDGAR ↗
Q2 2020$85M82Jul 20, 202013F-HRchanges · EDGAR ↗
Q1 2020$102M86Apr 24, 202013F-HRchanges · EDGAR ↗
Q4 2019$132M87Feb 10, 202013F-HRchanges · EDGAR ↗
Q3 2019$150M93Oct 21, 201913F-HRchanges · EDGAR ↗
Q2 2019$145M94Aug 14, 201913F-HRchanges · EDGAR ↗
Q1 2019$142M102Apr 23, 201913F-HRchanges · EDGAR ↗
Q4 2018$131M98Feb 14, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.