Aldebaran Financial Inc. Portfolio Holdings

Aldebaran Financial Inc.

  • $84.6 Million
  • Q4 2024

Aldebaran Financial Inc. has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $84.6 Million distributed in 73 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 $7.15M, Fortinet, Inc. with a value of $6.94M, Apple Inc. with a value of $6.16M, Spdr Portfolio S&P 1500 Compos with a value of $5M, and Spdr S&P 500 ETF Trust with a value of $4.19M.

Examining the 13F form we can see an increase of $4.33M in the current position value, from $80.2M to 84.6M.

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

Portfolio value $84.6 Million
ETFs: $22.7 Million
Technology: $21.7 Million
Financial Services: $11.7 Million
Communication Services: $5.92 Million
Consumer Defensive: $5.43 Million
Industrials: $4.63 Million
Consumer Cyclical: $4.43 Million
Healthcare: $3.48 Million
Other: $4.57 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$627B
$7.15 Million 8.45% of portfolio
15,774
Q4 2024 Reduced 0.76%
$86.8B
$6.94 Million 8.2% of portfolio
73,443
Q4 2024 Reduced 6.45%
$3.95T
$6.16 Million 7.29% of portfolio
24,609
Q4 2024 Reduced 16.04%
$0
$5 Million 5.91% of portfolio
69,993
Q4 2024 Added 4.6%
$0
$4.19 Million 4.95% of portfolio
7,150
Q4 2024 Reduced 14.94%
$3.04T
$3.38 Million 4.0% of portfolio
8,017
Q4 2024 Added 4.62%
$0
$2.9 Million 3.43% of portfolio
42,028
Q4 2024 Added 10.15%
$335B
$2.8 Million 3.31% of portfolio
20,862
Q4 2024 Added 0.51%
$775B
$2.66 Million 3.15% of portfolio
11,107
Q4 2024 Added 0.78%
$403B
$2.08 Million 2.46% of portfolio
12,425
Q4 2024 Reduced 6.01%
$93.6B
$2.07 Million 2.45% of portfolio
10,265
Q4 2024 Reduced 8.43%
$257B
$1.99 Million 2.36% of portfolio
22,071
Q4 2024 Reduced 0.8%
$1.11T
$1.98 Million 2.34% of portfolio
10,383
Q4 2024 Reduced 0.17%
$1.56T
$1.82 Million 2.15% of portfolio
3,083
Q4 2024 Added 8.06%
$0
$1.4 Million 1.65% of portfolio
2,732
Q4 2024 Added 1.45%
$310B
$1.39 Million 1.64% of portfolio
4,145
Q4 2024 Reduced 12.46%
$55.2B
$1.17 Million 1.38% of portfolio
5,442
Q4 2024 Added 4.75%
$87.4B
$1.04 Million 1.23% of portfolio
3,028
Q4 2024 Reduced 1.66%
$57.4B
$978,000 1.16% of portfolio
4,168
Q4 2024 Reduced 2.34%
$424B
$980,000 1.16% of portfolio
6,781
Q4 2024 Reduced 5.65%
$830B
$974,000 1.15% of portfolio
1,262
Q4 2024 Added 15.46%
$148B
$950,000 1.12% of portfolio
3,850
Q4 2024 Reduced 1.28%
$0
$836,000 0.99% of portfolio
2,886
Q4 2024 Reduced 10.04%
$394B
$825,000 0.98% of portfolio
2,123
Q4 2024 Reduced 0.61%
$0
$817,000 0.97% of portfolio
3,885
Q3 2024 New
$0
$811,000 0.96% of portfolio
16,188
Q4 2024 New
$0
$809,000 0.96% of portfolio
7,597
Q4 2024 New
$0
$806,000 0.95% of portfolio
17,960
Q4 2024 Reduced 0.72%
$0
$737,000 0.87% of portfolio
13,490
Q4 2024 Reduced 0.37%
$309B
$699,000 0.83% of portfolio
11,230
Q4 2024 Reduced 4.11%
$11.8B
$697,000 0.82% of portfolio
7,641
Q4 2024 Added 0.21%
$23.5B
$659,000 0.78% of portfolio
6,055
Q4 2024 Added 12.86%
$0
$647,000 0.77% of portfolio
17,611
Q4 2024 New
$151B
$647,000 0.77% of portfolio
2,840
Q4 2024 Added 5.15%
$224B
$639,000 0.76% of portfolio
2,205
Q4 2024 Reduced 12.57%
$0
$646,000 0.76% of portfolio
9,775
Q4 2024 Added 25.14%
$461B
$613,000 0.72% of portfolio
5,707
Q4 2024 Reduced 1.5%
$0
$613,000 0.72% of portfolio
4,812
Q4 2024 New
$0
$588,000 0.7% of portfolio
21,524
Q4 2024 New
$11.2B
$570,000 0.67% of portfolio
28,308
Q4 2024 Reduced 19.78%
$180B
$555,000 0.66% of portfolio
13,882
Q4 2024 Reduced 2.08%
$47.5B
$536,000 0.63% of portfolio
3,024
Q4 2024 Reduced 3.08%
$11.7B
$490,000 0.58% of portfolio
31,840
Q4 2024 Reduced 10.56%
$436B
$494,000 0.58% of portfolio
978
Q2 2024 Added 16.71%
$1.07T
$474,000 0.56% of portfolio
1,174
Q4 2024 Added 3.07%
$357B
$473,000 0.56% of portfolio
2,664
Q4 2024 Added 12.88%
$76.7B
$436,000 0.52% of portfolio
3,128
Q1 2024 Reduced 13.78%
$0
$411,000 0.49% of portfolio
5,722
Q4 2024 New
$130B
$407,000 0.48% of portfolio
4,467
Q4 2024 Reduced 3.6%

Summary

  • Portfolio
  • No. of Stocks 73
  • Current Value $84.6 Million
  • Prior Value $80.2 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 10 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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