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Home > Institutional Investor > Aldebaran Financial Inc. > 13F Holdings

Instuitional Investor - Aldebaran Financial Inc.

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 KRE 109,406 $9,932,971 8.07%
2.
Fortinet Inc.
 FTNT 60,166 $9,242,701 7.5%
3.
Berkshire Hathaway Inc
 BRK-B 15,655 $7,833,605 6.36%
4.
Apple Inc.
 AAPL 24,579 $7,112,167 5.77%
5.
Spdr Series Trust
 KRE 79,686 $7,002,794 5.69%
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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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.