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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 $67,823,070
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 31,468 $6,058,595 8.93%
2.
Berkshire Hathaway Inc
 BRK.A 15,874 $5,661,502 8.34%
3.
Fortinet Inc.
 FTNT 83,444 $4,883,992 7.2%
4.
Spdr Series Trust
 71,597 $4,002,279 5.9%
5.
American Well Corp
 AMWL 21,395 $3,250,708 4.79%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)