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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 $105,288,494
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 104,353 $8,250,132 7.84%
2.
Berkshire Hathaway Inc
 BRK-B 15,613 $7,481,750 7.11%
3.
Apple Inc.
 AAPL 24,511 $6,220,767 5.91%
4.
Spdr Series Trust
 68,711 $5,259,137 4.99%
5.
Fortinet Inc.
 FTNT 61,681 $5,040,571 4.79%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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