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Home > Institutional Investor > Aldebaran Financial Inc. > Profile

Instuitional Investor - Aldebaran Financial Inc.

Fund Profile
Filing Period:
Fund Name: Aldebaran Financial Inc.
Portfolio Value $108,051,333
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 98,483 $8,184,938 7.58%
2.
Berkshire Hathaway Inc
 BRK.A 15,513 $7,814,053 7.23%
3.
Apple Inc.
 AAPL 25,071 $6,846,366 6.34%
4.
Fortinet Inc.
 FTNT 67,148 $5,392,676 4.99%
5.
Spdr Series Trust
 65,238 $5,272,570 4.88%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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