SEC 13F Intelligence

Managers / Q2 2019 · view latest →

Aldebaran Financial Inc.

CIK 0001353110 · 423-239-9087

Reported Value
$145M
Q2 2019
Positions
94
Filings on Record
30
2019–present window
Filed
Aug 14, 2019
original filing

Summary

Aldebaran Financial Inc. reported $145M in U.S.-listed holdings across 94 positions for Q2 2019.

Its largest position, AMZN, represents 4.5% of the portfolio.

Compared with Q1 2019, the fund opened 3 new positions and exited 11.

Portfolio Metrics

Turnover
+6.4%
vs prior filed quarter
Top-10 Concentration
+32.5%
share of reported value
Largest Position
+4.5%
Amazon Com
New / Exited
3 / 11
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: 82.1%ETP: 17.2%Other: 0.6%ADR: 0.1%
  • Common Stock · 82.1% · $119M
  • ETP · 17.2% · $25M
  • Other · 0.6% · $810,000
  • ADR · 0.1% · $216,000

Quarter-over-Quarter Changes full breakdown →

vs Q1 2019 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
SPDR SERIES TRUSTNEW+10.4K10.4K+$301,000$301,000
AMCXEURAMC NETWORKS INCNEW+5.2K5.2K+$283,000$283,000
BABAALIBABA GROUP HLDG LTDNEW+1.3K1.3K+$216,000$216,000
CELGCELGENE CORPSOLD OUT9.8K0$925,000$0
CATCATERPILLAR INC DELSOLD OUT4.5K0$610,000$0
GILDGILEAD SCIENCES INCSOLD OUT8.7K0$564,000$0
INVESCO EXCHNG TRADED FD TRSOLD OUT6.9K0$336,000$0
AAWWUSDATLAS AIR WORLDWIDE HLDGS INSOLD OUT6.1K0$308,000$0

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

Holdings — Q2 2019

48 positions
#IssuerClass% PortfolioValueShares
1AMZNAMAZON COM INChistory →COM4.52%$7M3.5K
2FTNTFORTINET INChistory →COM4.33%$6M81.7K
3BRK/BBERKSHIRE HATHAWAY INC DELhistory →CL B NEW4.01%$6M27.2K
4AAPLAPPLE INChistory →COM3.18%$5M23.2K
5DISDISNEY WALT COhistory →COM DISNEY3.17%$5M32.9K
6VANGUARD INDEX FDSREAL ESTATE ETF · TOTAL STK MKT3.09%$4M44.7K
7WMWASTE MGMT INC DELhistory →COM3.06%$4M38.4K
8PGPROCTER AND GAMBLE COhistory →COM2.70%$4M35.7K
9JNJJOHNSON & JOHNSONhistory →COM2.70%$4M28.0K
10XLFSELECT SECTOR SPDR TRhistory →SBI INT-FINL2.43%$4M127.3K
11SPDR S&P 500 ETF TRTR UNIT2.39%$3M11.8K
12ISHARES TRMSCI EAFE ETF · RUSSELL 2000 ETF2.09%$3M33.5K
13LNGCHENIERE ENERGY INChistory →COM NEW2.05%$3M43.4K
14EXMOCEXXON MOBIL CORPhistory →COM1.99%$3M37.6K
15TAT&T INChistory →COM1.97%$3M85.2K
16SBUXSTARBUCKS CORPhistory →COM1.64%$2M28.4K
17DGDOLLAR GEN CORP NEWhistory →COM1.63%$2M17.5K
18CNCCENTENE CORP DELhistory →COM1.59%$2M44.0K
19BACVERIZON COMMUNICATIONS INChistory →COM1.58%$2M40.0K
20PSXPHILLIPS 66history →COM1.57%$2M24.4K
21ECLECOLAB INChistory →COM1.57%$2M11.5K
22UNPUNION PACIFIC CORPhistory →COM1.52%$2M13.0K
23NOCNORTHROP GRUMMAN CORPhistory →COM1.50%$2M6.7K
24CRMSALESFORCE COM INChistory →COM1.48%$2M14.1K
25DDOMINION ENERGY INChistory →COM1.47%$2M27.5K
26VANGUARD BD INDEX FD INCTOTAL BND MRKT1.44%$2M25.1K
27GOOGALPHABET INChistory →CAP STK CL C1.42%$2M1.9K
28LUVSOUTHWEST AIRLS COhistory →COM1.35%$2M38.5K
29ALAIR LEASE CORPhistory →CL A1.34%$2M46.8K
30CHVCHEVRON CORP NEWhistory →COM1.21%$2M14.1K
31MCDMCDONALDS CORPhistory →COM1.19%$2M8.3K
32NSCNORFOLK SOUTHERN CORPhistory →COM1.15%$2M8.4K
33MPCMARATHON PETE CORPhistory →COM1.11%$2M28.9K
34KOCOCA COLA COhistory →COM1.08%$2M30.7K
35AIR TRANSPORT SERVICES GRP ICOM1.04%$2M61.8K
36MDYSPDR S&P MIDCAP 400 ETF TRhistory →UTSER1 S&PDCRP1.00%$1M4.1K
37FT2FIRST HORIZON NATL CORPCOM0.97%$1M94.5K
38UTXZUNITED TECHNOLOGIES CORPCOM0.96%$1M10.7K
39SPDR SERIES TRUSTPORTFOLIO TL STK0.91%$1M36.1K
40EFXEQUIFAX INCCOM0.89%$1M9.6K
41RFREGIONS FINL CORP NEWCOM0.89%$1M86.2K
42XYZSQUARE INCCL A0.87%$1M17.4K
43DUKDUKE ENERGY CORP NEWCOM NEW0.84%$1M13.7K
44HDHOME DEPOT INCCOM0.83%$1M5.8K
45ATRIUSDATRION CORPCOM0.82%$1M1.4K
46AMGNAMGEN INCCOM0.82%$1M6.4K
47ALBALBEMARLE CORPCOM0.80%$1M16.4K
48NDQINVESCO QQQ TRUNIT SER 10.78%$1M6.0K

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 ↗.