Aldebaran Financial Inc. has filed its 13F form on August 22, 2024 for Q2 2024 where it was disclosed a total value porftolio of $71.6 Million distributed in 64 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $6.46M, Apple Inc. with a value of $6.24M, Fortinet, Inc. with a value of $4.73M, Spdr Portfolio S&P 1500 Compos with a value of $4.4M, and Spdr S&P 500 ETF Trust with a value of $4.36M.

Examining the 13F form we can see an increase of $5.16M in the current position value, from $66.5M to 71.6M.

Below you can find more details about Aldebaran Financial Inc. portfolio as well as his latest detailed transactions.

Portfolio value $71.6 Million
Technology: $19.6 Million
ETFs: $16 Million
Financial Services: $10 Million
Communication Services: $5.16 Million
Consumer Defensive: $4.91 Million
Industrials: $4.69 Million
Consumer Cyclical: $3.35 Million
Healthcare: $3.12 Million
Other: $4.75 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 64
  • Current Value $71.6 Million
  • Prior Value $66.5 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 22, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 4 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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