Aldebaran Financial Inc. Portfolio Holdings
Aldebaran Financial Inc.
- $81.3 Million
- Q1 2025
Aldebaran Financial Inc. has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $81.3 Million distributed in 70 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 $8.31M, Fortinet, Inc. with a value of $6.98M, Apple Inc. with a value of $5.38M, Spdr Portfolio S&P 1500 Compos with a value of $4.67M, and Spdr S&P 500 ETF Trust with a value of $3.99M.
Examining the 13F form we can see an decrease of $3.27M in the current position value, from $84.6M to 81.3M.
Below you can find more details about Aldebaran Financial Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$81.3 Million
ETFs: $20 Million
Technology: $20 Million
Financial Services: $12.8 Million
Consumer Defensive: $5.45 Million
Communication Services: $5.41 Million
Industrials: $5.07 Million
Consumer Cyclical: $3.83 Million
Healthcare: $3.77 Million
Other: $5 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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