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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 $90,357,850
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Fortinet Inc.
 FTNT 73,042 $7,722,027 8.55%
2.
Berkshire Hathaway Inc
 BRK.A 15,549 $7,553,400 8.36%
3.
Spdr Series Trust
 73,014 $5,468,018 6.05%
4.
Apple Inc.
 AAPL 24,692 $5,066,086 5.61%
5.
Spdr S & P 500 Etf Trust
 SPY 7,638 $4,719,138 5.22%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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