Aldebaran Financial Inc. Portfolio Holdings

Aldebaran Financial Inc.

  • $80.2 Million
  • Q3 2024

Aldebaran Financial Inc. has filed its 13F form on November 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $80.2 Million distributed in 68 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 $7.32M, Apple Inc. with a value of $6.83M, Fortinet, Inc. with a value of $6.09M, Spdr S&P 500 ETF Trust with a value of $4.82M, and Spdr Portfolio S&P 1500 Compos with a value of $4.69M.

Examining the 13F form we can see an increase of $8.62M in the current position value, from $71.6M to 80.2M.

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

Portfolio value $80.2 Million
Technology: $21.2 Million
ETFs: $18.3 Million
Financial Services: $11.1 Million
Consumer Defensive: $5.57 Million
Communication Services: $5.33 Million
Industrials: $5.03 Million
Consumer Cyclical: $4.68 Million
Healthcare: $4.13 Million
Other: $4.99 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$76.6B
$6.09 Million 7.59% of portfolio
78,508
Q3 2024 Added 0.04%
$84.5B
$2.33 Million 2.9% of portfolio
11,210
Q3 2024 Added 4.56%
$54.2B
$1.06 Million 1.32% of portfolio
4,268
Q3 2024 Reduced 1.79%
$154B
$1.06 Million 1.32% of portfolio
3,900
Q3 2024 Added 0.91%
$52.2B
$934,000 1.16% of portfolio
5,195
Q3 2024 Added 26.12%
$77.8B
$863,000 1.08% of portfolio
3,079
Q3 2024 Reduced 6.53%
$11B
$853,000 1.06% of portfolio
7,625
Q3 2024 Added 0.22%
$25.2B
$769,000 0.96% of portfolio
5,365
Q3 2024 Added 99.07%
$139B
$665,000 0.83% of portfolio
2,701
Q2 2024 Reduced 6.08%
$168B
$636,000 0.79% of portfolio
14,177
Q3 2024 Reduced 1.85%
$10.7B
$548,000 0.68% of portfolio
35,289
Q3 2024 Reduced 3.34%
$51.3B
$504,000 0.63% of portfolio
3,120
Q3 2024 Reduced 0.32%
$66.5B
$509,000 0.63% of portfolio
3,128
Q1 2024 Reduced 13.78%
$67.9B
$468,000 0.58% of portfolio
1,837
Q2 2024 Reduced 14.04%
$101B
$451,000 0.56% of portfolio
4,634
Q3 2024 Added 0.04%
$72.3B
$414,000 0.52% of portfolio
785
Q3 2024 Added 1.29%
$33.7B
$394,000 0.49% of portfolio
5,241
Q2 2024 Reduced 1.87%
$87.8B
$355,000 0.44% of portfolio
683
Q3 2024 Added 0.15%
$58.2B
$324,000 0.4% of portfolio
20,225
Q3 2023 Added 3.72%
$22.2B
$318,000 0.4% of portfolio
13,657
Q3 2024 Added 0.12%
$90.2B
$311,000 0.39% of portfolio
3,450
Q2 2024 Reduced 10.78%
$71.8B
$306,000 0.38% of portfolio
1,120
Q3 2024 Added 8.74%
$57.5B
$303,000 0.38% of portfolio
7,088
Q3 2024 Reduced 3.1%
$12.3B
$279,000 0.35% of portfolio
35,600
Q3 2024 Reduced 10.1%
$141B
$262,000 0.33% of portfolio
1,300
Q4 2023 New
$142B
$259,000 0.32% of portfolio
2,208
Q3 2024 Added 0.27%
$193B
$256,000 0.32% of portfolio
657
Q2 2024 Added 14.26%
$17.2B
$219,000 0.27% of portfolio
2,594
Q2 2024 Reduced 11.89%
$21.4B
$215,000 0.27% of portfolio
1,000
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 68
  • Current Value $80.2 Million
  • Prior Value $71.6 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 21, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 5 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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