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Aldebaran Financial Inc.

Portfolio Manager
Aldebaran Financial Inc.
Performance
+2.07% (2025 Q4)
AUM (13F)
$105.29M
# of Holdings
76
Performance Rank
Allocation (Top 20)
70.26%

Aldebaran Financial Inc. Holdings Map

Top 50 Aldebaran Financial Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SPTM
SPDR SERIES TRUST
7.84%104.4K$8.3M
+5.96%(+5.87K)
2025-Q1: 68.6K shares2025-Q2: 73.0K shares2025-Q3: 86.3K shares2025-Q4: 98.5K shares2026-Q1: 104.4K shares
$58.08(+55.93%)
2026-03-31
BRK.B
BERKSHIRE HATHAWAY INC DEL
7.11%15.6K$7.5M
+0.64%(+100)
2025-Q1: 15.6K shares2025-Q2: 15.5K shares2025-Q3: 15.5K shares2025-Q4: 15.5K shares2026-Q1: 15.6K shares
$149.24(+224.35%)
2026-03-31
AAPL
APPLE INC
5.91%24.5K$6.2M
-2.23%(-560)
2025-Q1: 24.2K shares2025-Q2: 24.7K shares2025-Q3: 26.2K shares2025-Q4: 25.1K shares2026-Q1: 24.5K shares
$55.76(+434.77%)
2026-03-31
SPYM
SPDR SERIES TRUST
4.99%68.7K$5.3M
+5.32%(+3.47K)
2025-Q1: 44.1K shares2025-Q2: 45.0K shares2025-Q3: 53.2K shares2025-Q4: 65.2K shares2026-Q1: 68.7K shares
$62.68(+40.48%)
2026-03-31
FTNT
FORTINET INC
4.79%61.7K$5.0M
-8.14%(-5.47K)
2025-Q1: 72.5K shares2025-Q2: 73.0K shares2025-Q3: 70.5K shares2025-Q4: 67.1K shares2026-Q1: 61.7K shares
$7.23(+1584.94%)
2026-03-31
SPY
STATE STR SPDR S&P 500 ETF T
4.61%7.5K$4.9M
+1.25%(+92)
2025-Q1: 7.1K shares2025-Q2: 7.6K shares2025-Q3: 7.8K shares2025-Q4: 7.4K shares2026-Q1: 7.5K shares
$385.70(+93.98%)
2026-03-31
AMZN
AMAZON COM INC
4.31%21.8K$4.5M
+1.02%(+220)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 21.6K shares2026-Q1: 21.8K shares
$225.14(+18.69%)
2026-03-31
NVDA
NVIDIA CORPORATION
3.86%23.3K$4.1M
+1.04%(+239)
2025-Q1: 21.6K shares2025-Q2: 22.5K shares2025-Q3: 23.5K shares2025-Q4: 23.0K shares2026-Q1: 23.3K shares
$32.95(+615.41%)
2026-03-31
JPM
JPMORGAN CHASE & CO
3.35%12.0K$3.5M
+1.30%(+154)
2025-Q1: 11.2K shares2025-Q2: 11.5K shares2025-Q3: 11.6K shares2025-Q4: 11.8K shares2026-Q1: 12.0K shares
$121.75(+146.33%)
2026-03-31
GOOG
ALPHABET INC
3.26%12.0K$3.4M
+5.79%(+655)
2025-Q1: 10.4K shares2025-Q2: 11.2K shares2025-Q3: 11.6K shares2025-Q4: 11.3K shares2026-Q1: 12.0K shares
$95.78(+314.68%)
2026-03-31

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