Top 50 Aldebaran Financial Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPTM | SPDR SERIES TRUST | 7.84% | 104.4K | $8.3M | +5.96%(+5.87K) | $58.08(+55.93%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 7.11% | 15.6K | $7.5M | +0.64%(+100) | $149.24(+224.35%) | 2026-03-31 | |
| AAPL | APPLE INC | 5.91% | 24.5K | $6.2M | -2.23%(-560) | $55.76(+434.77%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 4.99% | 68.7K | $5.3M | +5.32%(+3.47K) | $62.68(+40.48%) | 2026-03-31 | |
| FTNT | FORTINET INC | 4.79% | 61.7K | $5.0M | -8.14%(-5.47K) | $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) | $385.70(+93.98%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 4.31% | 21.8K | $4.5M | +1.02%(+220) | $225.14(+18.69%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.86% | 23.3K | $4.1M | +1.04%(+239) | $32.95(+615.41%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 3.35% | 12.0K | $3.5M | +1.30%(+154) | $121.75(+146.33%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 3.26% | 12.0K | $3.4M | +5.79%(+655) | $95.78(+314.68%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.12% | +60.64% |
| Top 20 Holdings Unweighted | +18.48% | +66.30% |
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