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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 $85,562,988
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 15,774 $7,132,523 8.33%
2.
Fortinet Inc.
 FTNT 73,443 $6,986,656 8.16%
3.
Apple Inc.
 AAPL 24,609 $6,206,458 7.25%
4.
Spdr Series Trust
 69,993 $5,017,112 5.86%
5.
Spdr S & P 500 Etf Trust
 SPY 7,150 $4,205,773 4.91%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)