Aldebaran Financial Inc. Portfolio Holdings

Aldebaran Financial Inc.

  • $84.6 Million
  • Q4 2024

Aldebaran Financial Inc. has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $84.6 Million distributed in 73 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 $7.15M, Fortinet, Inc. with a value of $6.94M, Apple Inc. with a value of $6.16M, Spdr Portfolio S&P 1500 Compos with a value of $5M, and Spdr S&P 500 ETF Trust with a value of $4.19M.

Examining the 13F form we can see an increase of $4.33M in the current position value, from $80.2M to 84.6M.

Below you can find more details about Aldebaran Financial Inc. portfolio as well as his latest detailed transactions.

Portfolio value $84.6 Million
ETFs: $22.7 Million
Technology: $21.7 Million
Financial Services: $11.7 Million
Communication Services: $5.92 Million
Consumer Defensive: $5.43 Million
Industrials: $4.63 Million
Consumer Cyclical: $4.43 Million
Healthcare: $3.48 Million
Other: $4.57 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$687B
$7.15 Million 8.45% of portfolio
15,774
Q4 2024 Reduced 0.76%
$76.4B
$6.94 Million 8.2% of portfolio
73,443
Q4 2024 Reduced 6.45%
$3.25T
$6.16 Million 7.29% of portfolio
24,609
Q4 2024 Reduced 16.04%
$2.89T
$3.38 Million 4.0% of portfolio
8,017
Q4 2024 Added 4.62%
$276B
$2.8 Million 3.31% of portfolio
20,862
Q4 2024 Added 0.51%
$688B
$2.66 Million 3.15% of portfolio
11,107
Q4 2024 Added 0.78%
$401B
$2.08 Million 2.46% of portfolio
12,425
Q4 2024 Reduced 6.01%
$95.4B
$2.07 Million 2.45% of portfolio
10,265
Q4 2024 Reduced 8.43%
$257B
$1.99 Million 2.36% of portfolio
22,071
Q4 2024 Reduced 0.8%
$983B
$1.98 Million 2.34% of portfolio
10,383
Q4 2024 Reduced 0.17%
$1.17T
$1.82 Million 2.15% of portfolio
3,083
Q4 2024 Added 8.06%
$255B
$1.39 Million 1.64% of portfolio
4,145
Q4 2024 Reduced 12.46%
$154B
$1.17 Million 1.39% of portfolio
10,528
Q4 2024 Reduced 5.71%
$55.4B
$1.17 Million 1.38% of portfolio
5,442
Q4 2024 Added 4.75%
$81.3B
$1.04 Million 1.23% of portfolio
3,028
Q4 2024 Reduced 1.66%
$51.3B
$978,000 1.16% of portfolio
4,168
Q4 2024 Reduced 2.34%
$717B
$974,000 1.15% of portfolio
1,262
Q4 2024 Added 15.46%
$139B
$950,000 1.12% of portfolio
3,850
Q4 2024 Reduced 1.28%
$366B
$825,000 0.98% of portfolio
2,123
Q4 2024 Reduced 0.61%
$313B
$699,000 0.83% of portfolio
11,230
Q4 2024 Reduced 4.11%
$9.52B
$697,000 0.82% of portfolio
7,641
Q4 2024 Added 0.21%
$21.7B
$659,000 0.78% of portfolio
6,055
Q4 2024 Added 12.86%
$137B
$647,000 0.77% of portfolio
2,840
Q4 2024 Added 5.15%
$233B
$639,000 0.76% of portfolio
2,205
Q4 2024 Reduced 12.57%
$431B
$613,000 0.72% of portfolio
5,707
Q4 2024 Reduced 1.5%
$9.26B
$570,000 0.67% of portfolio
28,308
Q4 2024 Reduced 19.78%
$186B
$555,000 0.66% of portfolio
13,882
Q4 2024 Reduced 2.08%
$42.1B
$536,000 0.63% of portfolio
3,024
Q4 2024 Reduced 3.08%
$8.65B
$490,000 0.58% of portfolio
31,840
Q4 2024 Reduced 10.56%
$549B
$494,000 0.58% of portfolio
978
Q2 2024 Added 16.71%
$797B
$474,000 0.56% of portfolio
1,174
Q4 2024 Added 3.07%
$317B
$473,000 0.56% of portfolio
2,664
Q4 2024 Added 12.88%
$62.3B
$436,000 0.52% of portfolio
3,128
Q1 2024 Reduced 13.78%
$96B
$407,000 0.48% of portfolio
4,467
Q4 2024 Reduced 3.6%
$931B
$399,000 0.47% of portfolio
2,108
Q4 2024 Added 40.53%
$51.9B
$396,000 0.47% of portfolio
20,225
Q3 2023 Added 3.72%
$82.5B
$388,000 0.46% of portfolio
827
Q4 2024 Added 5.35%
$92.9B
$382,000 0.45% of portfolio
3,548
Q4 2024 Added 0.65%
$18B
$339,000 0.4% of portfolio
14,439
Q4 2024 Added 5.73%
$68B
$339,000 0.4% of portfolio
1,451
Q4 2024 Reduced 21.01%
$48B
$334,000 0.39% of portfolio
7,711
Q4 2024 Added 8.79%
$54.8B
$315,000 0.37% of portfolio
1,120
Q3 2024 Added 8.74%
$35.7B
$311,000 0.37% of portfolio
5,141
Q4 2024 Reduced 1.91%
$105B
$252,000 0.3% of portfolio
684
Q4 2024 Added 0.15%
$152B
$255,000 0.3% of portfolio
2,113
Q4 2024 Reduced 4.3%
$157B
$233,000 0.28% of portfolio
645
Q4 2024 Reduced 1.83%
$433B
$233,000 0.28% of portfolio
255
Q4 2024 Added 2.0%
$17.9B
$225,000 0.27% of portfolio
1,000
Q3 2024 New
$49.4B
$220,000 0.26% of portfolio
3,610
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 73
  • Current Value $84.6 Million
  • Prior Value $80.2 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 10 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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