ALDEBARAN FINANCIAL INC. Holdings

ALDEBARAN FINANCIAL INC. is an investment fund managing more than 91.05M US dollars. The largest holdings include Fortinet, Apple and BERKSHIRE HATHAWAY INC DEL. In Q3 2022 the fund bought assets of total value of 1.91M US dollars and sold assets of total value of 3.85M US dollars.

$91.04M

portfolio value

-29.02%

quarter

-143.47%

1 year

-91.53%

3 years

-79.15%

5 years

ALDEBARAN FINANCIAL INC. portfolio changes

Portfolio changes (number of shares)
Period	Buy	Sel
Q1 2016	8240000	3469000
Q2 2016	20826000	11134000
Q3 2016	6887000	3249000
Q4 2016	11789000	11773000
Q1 2017	10671000	5826000
Q2 2017	8422000	2834000
Q3 2017	9585000	3184000
Q4 2017	6848000	2672000
Q1 2018	5253000	5340000
Q2 2018	3230000	6812000
Q3 2018	7057000	60000
Q4 2018	-2825000	17650000
Q1 2019	6353000	2012000
Q2 2019	7082000	6209000
Q3 2019	9442000	4506000
Q4 2019	1197000	19438000
Q1 2020	-3781000	20931000
Q2 2020	3737000	20422000
Q3 2020	18303000	7763000
Q4 2020	10432000	139000
Q1 2021	12265000	6951000
Q2 2021	4269000	2601000
Q3 2021	3213000	995000
Q4 2021	15228000	4776000
Q1 2022	1392000	8667000
Q2 2022	-1729000	30144000
Q3 2022	1906000	3845000

ALDEBARAN FINANCIAL INC. 13F holdings

Stock	Position type	Portfolio share	Portfolio value	Avg. open price	Current price	P/L	Last change
Software—Infrastructure Fortinet, Inc. Portfolio share: 10.39% Portfolio value: 9.45M Avg. open price: $43.11 Current price: $51.67 P/L: +19.86% Sold -3.26% shares Q3 2022	share	10.39%	9.45M	$43.11	$51.67	+19.86%	Sold -3.26% shares Q3 2022
Consumer Electronics Apple Inc. Portfolio share: 8.29% Portfolio value: 7.55M Avg. open price: $72 Current price: $146.61 P/L: +103.64% Sold -3.26% shares Q3 2022	share	8.29%	7.55M	$72	$146.61	+103.64%	Sold -3.26% shares Q3 2022
BERKSHIRE HATHAWAY INC DEL Portfolio share: 5.37% Portfolio value: 4.89M Avg. open price: N/A Current price: N/A P/L: N/A Bought +1.64% shares Q3 2022	share	5.37%	4.89M	N/A	N/A	N/A	Bought +1.64% shares Q3 2022
Health Information Services American Well Corporation Portfolio share: 4.64% Portfolio value: 4.22M Avg. open price: $4.22 Current price: $3.75 P/L: -11.20% Bought +1.77% shares Q3 2022	share	4.64%	4.22M	$4.22	$3.75	-11.20%	Bought +1.77% shares Q3 2022
Waste Management Waste Management, Inc. Portfolio share: 3.35% Portfolio value: 3.05M Avg. open price: $77.87 Current price: $167.79 P/L: +115.47% Sold -3.86% shares Q3 2022	share	3.35%	3.05M	$77.87	$167.79	+115.47%	Sold -3.86% shares Q3 2022
Drug Manufacturers—General Johnson & Johnson Portfolio share: 2.93% Portfolio value: 2.66M Avg. open price: $112.15 Current price: $178.78 P/L: +59.41% Sold -0.12% shares Q3 2022	share	2.93%	2.66M	$112.15	$178.78	+59.41%	Sold -0.12% shares Q3 2022
SPDR Portfolio S&P 500 ETF Portfolio share: 2.79% Portfolio value: 2.53M Avg. open price: $48.52 Current price: $47 P/L: -3.12% Bought +0.70% shares Q3 2022	share	2.79%	2.53M	$48.52	$47	-3.12%	Bought +0.70% shares Q3 2022
Household & Personal Products The Procter & Gamble Company Portfolio share: 2.72% Portfolio value: 2.47M Avg. open price: $74.59 Current price: $149.09 P/L: +99.88% Bought +1.21% shares Q3 2022	share	2.72%	2.47M	$74.59	$149.09	+99.88%	Bought +1.21% shares Q3 2022
SPDR S&P 500 ETF Trust Portfolio share: 2.56% Portfolio value: 2.33M Avg. open price: $229.14 Current price: $400.01 P/L: +74.57% Bought +1.49% shares Q3 2022	share	2.56%	2.33M	$229.14	$400.01	+74.57%	Bought +1.49% shares Q3 2022
SPDR Portfolio S&P 1500 Composite Stock Market ETF Portfolio share: 2.23% Portfolio value: 2.02M Avg. open price: $33.63 Current price: $49.37 P/L: +46.82% Bought +2.57% shares Q3 2022	share	2.23%	2.02M	$33.63	$49.37	+46.82%	Bought +2.57% shares Q3 2022
Banks—Diversified JPMorgan Chase & Co. Portfolio share: 2.01% Portfolio value: 1.82M Avg. open price: $96.49 Current price: $131.37 P/L: +36.14% Sold -1.71% shares Q3 2022	share	2.01%	1.82M	$96.49	$131.37	+36.14%	Sold -1.71% shares Q3 2022
Telecom Services Verizon Communications Inc. Portfolio share: 1.88% Portfolio value: 1.71M Avg. open price: $51.87 Current price: $37.07 P/L: -28.54% Bought +2.29% shares Q3 2022	share	1.88%	1.71M	$51.87	$37.07	-28.54%	Bought +2.29% shares Q3 2022
Entertainment The Walt Disney Company Portfolio share: 1.83% Portfolio value: 1.66M Avg. open price: $117.95 Current price: $95.93 P/L: -18.67% Sold -0.52% shares Q3 2022	share	1.83%	1.66M	$117.95	$95.93	-18.67%	Sold -0.52% shares Q3 2022
Consulting Services Equifax Inc. Portfolio share: 1.81% Portfolio value: 1.64M Avg. open price: N/A Current price: $193.68 P/L: N/A Sold -4.50% shares Q4 2018	share	1.81%	1.64M	N/A	$193.68	N/A	Sold -4.50% shares Q4 2018
Oil & Gas Midstream Cheniere Energy, Inc. Portfolio share: 1.76% Portfolio value: 1.59M Avg. open price: $38.99 Current price: $172.34 P/L: +341.98% Sold -2.33% shares Q3 2022	share	1.76%	1.59M	$38.99	$172.34	+341.98%	Sold -2.33% shares Q3 2022
Internet Content & Information Alphabet Inc. Portfolio share: 1.75% Portfolio value: 1.59M Avg. open price: $1,766.39 Current price: $99.87 P/L: -94.35% Bought +28.44% shares Q3 2022	share	1.75%	1.59M	$1,766.39	$99.87	-94.35%	Bought +28.44% shares Q3 2022
iShares 1-5 Year Investment Grade Corporate Bond ETF Portfolio share: 1.63% Portfolio value: 1.48M Avg. open price: $50.35 Current price: $49.89 P/L: -0.91% Sold -17.14% shares Q3 2022	share	1.63%	1.48M	$50.35	$49.89	-0.91%	Sold -17.14% shares Q3 2022
SPDR Portfolio S&P 400 Mid Cap ETF Portfolio share: 1.57% Portfolio value: 1.42M Avg. open price: $46.27 Current price: $44 P/L: -4.91% Bought +0.04% shares Q3 2022	share	1.57%	1.42M	$46.27	$44	-4.91%	Bought +0.04% shares Q3 2022
Banks—Regional First Horizon Corporation Portfolio share: 1.49% Portfolio value: 1.35M Avg. open price: $15.38 Current price: $24.49 P/L: +59.24% Sold -1.59% shares Q3 2022	share	1.49%	1.35M	$15.38	$24.49	+59.24%	Sold -1.59% shares Q3 2022
Software—Infrastructure Microsoft Corporation Portfolio share: 1.47% Portfolio value: 1.33M Avg. open price: $197.91 Current price: $250.2 P/L: +26.42% Sold -1.08% shares Q3 2022	share	1.47%	1.33M	$197.91	$250.2	+26.42%	Sold -1.08% shares Q3 2022
Home Improvement Retail Lowe's Companies, Inc. Portfolio share: 1.43% Portfolio value: 1.30M Avg. open price: $182.96 Current price: $206.18 P/L: +12.69% Bought +4.64% shares Q3 2022	share	1.43%	1.30M	$182.96	$206.18	+12.69%	Bought +4.64% shares Q3 2022
Discount Stores Dollar General Corporation Portfolio share: 1.42% Portfolio value: 1.29M Avg. open price: $105.13 Current price: $245.93 P/L: +133.93% Sold -1.22% shares Q3 2022	share	1.42%	1.29M	$105.13	$245.93	+133.93%	Sold -1.22% shares Q3 2022
Railroads Norfolk Southern Corporation Portfolio share: 1.37% Portfolio value: 1.25M Avg. open price: $225.66 Current price: $247.31 P/L: +9.59% Sold -1.53% shares Q3 2022	share	1.37%	1.25M	$225.66	$247.31	+9.59%	Sold -1.53% shares Q3 2022
Software—Infrastructure CrowdStrike Holdings, Inc. Portfolio share: 1.35% Portfolio value: 1.22M Avg. open price: N/A Current price: $118.33 P/L: N/A N/A Q3 2022	share	1.35%	1.22M	N/A	$118.33	N/A	N/A Q3 2022
Healthcare Plans Centene Corporation Portfolio share: 1.33% Portfolio value: 1.21M Avg. open price: $53.25 Current price: $86.35 P/L: +62.16% Sold -4.29% shares Q3 2022	share	1.33%	1.21M	$53.25	$86.35	+62.16%	Sold -4.29% shares Q3 2022
REIT—Specialty Digital Realty Trust, Inc. Portfolio share: 1.32% Portfolio value: 1.20M Avg. open price: $142 Current price: $109.16 P/L: -23.13% Bought +3.26% shares Q3 2022	share	1.32%	1.20M	$142	$109.16	-23.13%	Bought +3.26% shares Q3 2022
Discount Stores Walmart Inc. Portfolio share: 1.25% Portfolio value: 1.14M Avg. open price: $107.72 Current price: $151.65 P/L: +40.79% Sold -2.86% shares Q3 2022	share	1.25%	1.14M	$107.72	$151.65	+40.79%	Sold -2.86% shares Q3 2022
Home Improvement Retail The Home Depot, Inc. Portfolio share: 1.17% Portfolio value: 1.06M Avg. open price: $185.49 Current price: $320.08 P/L: +72.56% Bought +0.67% shares Q3 2022	share	1.17%	1.06M	$185.49	$320.08	+72.56%	Bought +0.67% shares Q3 2022
Software—Application Salesforce, Inc. Portfolio share: 1.15% Portfolio value: 1.04M Avg. open price: $175.46 Current price: $133.93 P/L: -23.67% Bought +5.38% shares Q3 2022	share	1.15%	1.04M	$175.46	$133.93	-23.67%	Bought +5.38% shares Q3 2022
Beverages—Non-Alcoholic The Coca-Cola Company Portfolio share: 1.14% Portfolio value: 1.03M Avg. open price: $45.74 Current price: $63.47 P/L: +38.77% Bought +3.65% shares Q3 2022	share	1.14%	1.03M	$45.74	$63.47	+38.77%	Bought +3.65% shares Q3 2022
Invesco QQQ Trust Portfolio share: 1.12% Portfolio value: 1.02M Avg. open price: $310.82 Current price: $287.73 P/L: -7.43% Bought +7.83% shares Q3 2022	share	1.12%	1.02M	$310.82	$287.73	-7.43%	Bought +7.83% shares Q3 2022
Restaurants Starbucks Corporation Portfolio share: 1.07% Portfolio value: 976K Avg. open price: $64.4 Current price: $103.55 P/L: +60.79% Sold -0.84% shares Q3 2022	share	1.07%	976K	$64.4	$103.55	+60.79%	Sold -0.84% shares Q3 2022
SPDR Portfolio S&P 600 Small Cap ETF Portfolio share: 1.04% Portfolio value: 946K Avg. open price: $44.69 Current price: $38.79 P/L: -13.19% Bought +0.18% shares Q3 2022	share	1.04%	946K	$44.69	$38.79	-13.19%	Bought +0.18% shares Q3 2022
Internet Content & Information Meta Platforms, Inc. Portfolio share: 0.93% Portfolio value: 844K Avg. open price: N/A Current price: $122.43 P/L: N/A Sold -8.95% shares Q3 2022	share	0.93%	844K	N/A	$122.43	N/A	Sold -8.95% shares Q3 2022
Closed-End Fund - Equity Vanguard Total Stock Market Index Fund Portfolio share: 0.91% Portfolio value: 833K Avg. open price: $113.49 Current price: $199.98 P/L: +76.20% Sold -0.76% shares Q3 2022	share	0.91%	833K	$113.49	$199.98	+76.20%	Sold -0.76% shares Q3 2022
Utilities—Regulated Electric Duke Energy Corporation Portfolio share: 0.90% Portfolio value: 815K Avg. open price: $86.02 Current price: $99.13 P/L: +15.24% Bought +2.72% shares Q3 2022	share	0.90%	815K	$86.02	$99.13	+15.24%	Bought +2.72% shares Q3 2022
Railroads Union Pacific Corporation Portfolio share: 0.89% Portfolio value: 814K Avg. open price: $82.54 Current price: $211.06 P/L: +155.70% Sold -1.57% shares Q3 2022	share	0.89%	814K	$82.54	$211.06	+155.70%	Sold -1.57% shares Q3 2022
Restaurants McDonald's Corporation Portfolio share: 0.88% Portfolio value: 797K Avg. open price: $181.73 Current price: $271.59 P/L: +49.45% Sold -2.77% shares Q3 2022	share	0.88%	797K	$181.73	$271.59	+49.45%	Sold -2.77% shares Q3 2022
Medical Instruments & Supplies Atrion Corporation Portfolio share: 0.87% Portfolio value: 791K Avg. open price: N/A Current price: $610 P/L: N/A N/A	share	0.87%	791K	N/A	$610	N/A	N/A
Banks—Regional TowneBank Portfolio share: 0.86% Portfolio value: 784K Avg. open price: $27 Current price: $31.99 P/L: +18.47% Sold -4.92% shares Q3 2022	share	0.86%	784K	$27	$31.99	+18.47%	Sold -4.92% shares Q3 2022
Oil & Gas Integrated Exxon Mobil Corporation Portfolio share: 0.77% Portfolio value: 703K Avg. open price: $66.51 Current price: $106.85 P/L: +60.64% Bought +2.69% shares Q3 2022	share	0.77%	703K	$66.51	$106.85	+60.64%	Bought +2.69% shares Q3 2022
Scientific & Technical Instruments Coherent Corp. Portfolio share: 0.75% Portfolio value: 680K Avg. open price: N/A Current price: $36.9 P/L: N/A N/A Q3 2022	share	0.75%	680K	N/A	$36.9	N/A	N/A Q3 2022
Credit Services SoFi Technologies, Inc. Portfolio share: 0.71% Portfolio value: 651K Avg. open price: $12.16 Current price: $4.53 P/L: -62.76% Bought +53.95% shares Q3 2022	share	0.71%	651K	$12.16	$4.53	-62.76%	Bought +53.95% shares Q3 2022
Information Technology Services Fidelity National Information Services, Inc. Portfolio share: 0.70% Portfolio value: 639K Avg. open price: N/A Current price: $72.87 P/L: N/A Sold -0.62% shares Q2 2020	share	0.70%	639K	N/A	$72.87	N/A	Sold -0.62% shares Q2 2020
Specialty Chemicals Eastman Chemical Company Portfolio share: 0.67% Portfolio value: 614K Avg. open price: $69.57 Current price: $86.08 P/L: +23.74% Bought +1.75% shares Q3 2022	share	0.67%	614K	$69.57	$86.08	+23.74%	Bought +1.75% shares Q3 2022
Auto Manufacturers Tesla, Inc. Portfolio share: 0.63% Portfolio value: 570K Avg. open price: $960.87 Current price: $182.45 P/L: -81.01% Sold -3.74% shares Q3 2022	share	0.63%	570K	$960.87	$182.45	-81.01%	Sold -3.74% shares Q3 2022
Aerospace & Defense Northrop Grumman Corporation Portfolio share: 0.60% Portfolio value: 542K Avg. open price: $280.45 Current price: $541.43 P/L: +93.06% Bought +2.24% shares Q1 2022	share	0.60%	542K	$280.45	$541.43	+93.06%	Bought +2.24% shares Q1 2022
Oil & Gas Integrated Chevron Corporation Portfolio share: 0.57% Portfolio value: 523K Avg. open price: $84.88 Current price: $176.56 P/L: +108.02% Sold -6.05% shares Q3 2022	share	0.57%	523K	$84.88	$176.56	+108.02%	Sold -6.05% shares Q3 2022
Specialty Chemicals Ecolab Inc. Portfolio share: 0.55% Portfolio value: 505K Avg. open price: $158.18 Current price: $150.45 P/L: -4.89% Bought +0.73% shares Q3 2022	share	0.55%	505K	$158.18	$150.45	-4.89%	Bought +0.73% shares Q3 2022
Healthcare Plans UnitedHealth Group Incorporated Portfolio share: 0.52% Portfolio value: 470K Avg. open price: $296.46 Current price: $535.04 P/L: +80.48% Sold -24.28% shares Q3 2022	share	0.52%	470K	$296.46	$535.04	+80.48%	Sold -24.28% shares Q3 2022
Utilities—Regulated Electric The Southern Company Portfolio share: 0.49% Portfolio value: 445K Avg. open price: $40.22 Current price: $67.48 P/L: +67.79% Sold -1.01% shares Q3 2022	share	0.49%	445K	$40.22	$67.48	+67.79%	Sold -1.01% shares Q3 2022
iShares Core S&P Small-Cap ETF Portfolio share: 0.49% Portfolio value: 443K Avg. open price: $93.48 Current price: $99.28 P/L: +6.21% Bought +0.54% shares Q3 2022	share	0.49%	443K	$93.48	$99.28	+6.21%	Bought +0.54% shares Q3 2022
Oil & Gas Refining & Marketing Marathon Petroleum Corporation Portfolio share: 0.47% Portfolio value: 432K Avg. open price: $39.23 Current price: $112.45 P/L: +186.63% Sold -21.86% shares Q3 2021	share	0.47%	432K	$39.23	$112.45	+186.63%	Sold -21.86% shares Q3 2021
Software—Infrastructure Adobe Inc. Portfolio share: 0.45% Portfolio value: 413K Avg. open price: $285.36 Current price: $334.28 P/L: +17.14% N/A Q3 2022	share	0.45%	413K	$285.36	$334.28	+17.14%	N/A Q3 2022
Oil & Gas Refining & Marketing Phillips 66 Portfolio share: 0.45% Portfolio value: 406K Avg. open price: $73.99 Current price: $104.15 P/L: +40.77% Bought +3.18% shares Q3 2022	share	0.45%	406K	$73.99	$104.15	+40.77%	Bought +3.18% shares Q3 2022
Drug Manufacturers—General AbbVie Inc. Portfolio share: 0.44% Portfolio value: 401K Avg. open price: $86 Current price: $163.96 P/L: +90.66% Sold -70.13% shares Q2 2022	share	0.44%	401K	$86	$163.96	+90.66%	Sold -70.13% shares Q2 2022
Specialty Chemicals Albemarle Corporation Portfolio share: 0.44% Portfolio value: 399K Avg. open price: $97.7 Current price: $265.21 P/L: +171.47% Sold -2.30% shares Q3 2022	share	0.44%	399K	$97.7	$265.21	+171.47%	Sold -2.30% shares Q3 2022
Oil & Gas E&P Occidental Petroleum Corporation Portfolio share: 0.44% Portfolio value: 398K Avg. open price: $58.88 Current price: $66.36 P/L: +12.70% Bought +45.40% shares Q3 2022	share	0.44%	398K	$58.88	$66.36	+12.70%	Bought +45.40% shares Q3 2022
Drug Manufacturers—General Eli Lilly and Company Portfolio share: 0.42% Portfolio value: 378K Avg. open price: $97.19 Current price: $369.29 P/L: +279.99% Bought +9.42% shares Q1 2022	share	0.42%	378K	$97.19	$369.29	+279.99%	Bought +9.42% shares Q1 2022
Healthcare Plans Elevance Health Inc. Portfolio share: 0.40% Portfolio value: 360K Avg. open price: N/A Current price: $522.34 P/L: N/A N/A Q2 2022	share	0.40%	360K	N/A	$522.34	N/A	N/A Q2 2022
Banks—Regional Regions Financial Corporation Portfolio share: 0.36% Portfolio value: 329K Avg. open price: $9.11 Current price: $21.98 P/L: +141.32% Sold -11.24% shares Q3 2022	share	0.36%	329K	$9.11	$21.98	+141.32%	Sold -11.24% shares Q3 2022
Drug Manufacturers—General Pfizer Inc. Portfolio share: 0.34% Portfolio value: 314K Avg. open price: $44.37 Current price: $50.73 P/L: +14.35% Bought +7.45% shares Q3 2022	share	0.34%	314K	$44.37	$50.73	+14.35%	Bought +7.45% shares Q3 2022
Utilities—Renewable Brookfield Renewable Partners L.P. Portfolio share: 0.34% Portfolio value: 312K Avg. open price: $41.25 Current price: $29.09 P/L: -29.47% Sold -15.82% shares Q3 2022	share	0.34%	312K	$41.25	$29.09	-29.47%	Sold -15.82% shares Q3 2022
Integrated Freight & Logistics FedEx Corporation Portfolio share: 0.34% Portfolio value: 305K Avg. open price: $269 Current price: $176.6 P/L: -34.35% Sold -27.48% shares Q2 2022	share	0.34%	305K	$269	$176.6	-34.35%	Sold -27.48% shares Q2 2022
Chemicals Dow Inc. Portfolio share: 0.31% Portfolio value: 280K Avg. open price: $58.83 Current price: $51.25 P/L: -12.88% Bought +2.90% shares Q3 2022	share	0.31%	280K	$58.83	$51.25	-12.88%	Bought +2.90% shares Q3 2022
Telecom Services AT&T Inc. Portfolio share: 0.29% Portfolio value: 266K Avg. open price: $29.85 Current price: $18.75 P/L: -37.19% Sold -17.87% shares Q3 2022	share	0.29%	266K	$29.85	$18.75	-37.19%	Sold -17.87% shares Q3 2022
Utilities—Regulated Electric Consolidated Edison, Inc. Portfolio share: 0.28% Portfolio value: 255K Avg. open price: N/A Current price: $97.37 P/L: N/A Sold -5.38% shares Q3 2022	share	0.28%	255K	N/A	$97.37	N/A	Sold -5.38% shares Q3 2022
Specialty Industrial Machinery Generac Holdings Inc. Portfolio share: 0.26% Portfolio value: 238K Avg. open price: $411.03 Current price: $96.6 P/L: -76.50% Bought +2.65% shares Q4 2021	share	0.26%	238K	$411.03	$96.6	-76.50%	Bought +2.65% shares Q4 2021
Insurance—Property & Casualty Cincinnati Financial Corporation Portfolio share: 0.26% Portfolio value: 236K Avg. open price: N/A Current price: $107.87 P/L: N/A Sold -7.15% shares Q4 2020	share	0.26%	236K	N/A	$107.87	N/A	Sold -7.15% shares Q4 2020
Oil & Gas Midstream Energy Transfer LP Portfolio share: 0.25% Portfolio value: 226K Avg. open price: $7.55 Current price: $12.18 P/L: +61.30% Bought +0.42% shares Q3 2022	share	0.25%	226K	$7.55	$12.18	+61.30%	Bought +0.42% shares Q3 2022
Utilities—Regulated Electric American Electric Power Company, Inc. Portfolio share: 0.24% Portfolio value: 219K Avg. open price: $55.08 Current price: $94.53 P/L: +71.61% Bought +4.17% shares Q1 2022	share	0.24%	219K	$55.08	$94.53	+71.61%	Bought +4.17% shares Q1 2022
Railroads Canadian Pacific Railway Limited Portfolio share: 0.23% Portfolio value: 212K Avg. open price: N/A Current price: $80.19 P/L: N/A N/A Q4 2021	share	0.23%	212K	N/A	$80.19	N/A	N/A Q4 2021
Drug Manufacturers—General Merck & Co., Inc. Portfolio share: 0.23% Portfolio value: 211K Avg. open price: $54.22 Current price: $110.01 P/L: +102.89% Sold -5.05% shares Q3 2022	share	0.23%	211K	$54.22	$110.01	+102.89%	Sold -5.05% shares Q3 2022
Building Products & Equipment Carrier Global Corporation Portfolio share: 0.23% Portfolio value: 211K Avg. open price: $53.55 Current price: $43.76 P/L: -18.28% Sold -0.42% shares Q3 2022	share	0.23%	211K	$53.55	$43.76	-18.28%	Sold -0.42% shares Q3 2022
SPDR S&P MIDCAP 400 ETF Trust Portfolio share: 0.23% Portfolio value: 206K Avg. open price: $325.46 Current price: $458.44 P/L: +40.86% N/A Q3 2022	share	0.23%	206K	$325.46	$458.44	+40.86%	N/A Q3 2022
Semiconductors NVIDIA Corporation Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $276.73 Current price: $166.1 P/L: -39.98% Sold -100.00% shares Q3 2022	share	0.00%	0	$276.73	$166.1	-39.98%	Sold -100.00% shares Q3 2022
Electrical Equipment & Parts Plug Power Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $14.96 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$14.96	N/A	Sold -100.00% shares Q3 2022
Scientific & Technical Instruments II-VI Incorporated Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $59.36 Current price: $41.95 P/L: -29.33% Sold -100.00% shares Q3 2022	share	0.00%	0	$59.36	$41.95	-29.33%	Sold -100.00% shares Q3 2022
Health Information Services Teladoc Health, Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $114.71 Current price: $27.08 P/L: -76.39% Sold -100.00% shares Q3 2022	share	0.00%	0	$114.71	$27.08	-76.39%	Sold -100.00% shares Q3 2022

Showing TOP 79 ALDEBARAN FINANCIAL's 13F holdings.

Frequently Asked Questions (FAQ)

What is the biggest position of ALDEBARAN FINANCIAL INC.?

The biggest position of the ALDEBARAN FINANCIAL INC. is Fortinet, Inc. (FTNT) with 10.39% portfolio share worth of 9.46M US dollars.

Top 5 ALDEBARAN FINANCIAL's holdings represent 32.04% of the portfolio:

Fortinet, Inc. (FTNT) – 10.39%
Apple Inc. (AAPL) – 8.29%
BERKSHIRE HATHAWAY INC DEL () – 5.37%
American Well Corporation (AMWL) – 4.64%
Waste Management, Inc. (WM) – 3.35%

Who is the portfolio manager of ALDEBARAN FINANCIAL INC.?

The portfolio manager of the ALDEBARAN FINANCIAL INC. is .

What is the total asset value of the ALDEBARAN FINANCIAL INC. portfolio?

ALDEBARAN FINANCIAL INC. total asset value (portfolio value) is 91.05M US dollars.

Who is ?

is the portfolio manager of the ALDEBARAN FINANCIAL INC..

What is (ALDEBARAN FINANCIAL INC.) fund performance?

ALDEBARAN FINANCIAL's quarterly performance is -29.02%, annualy -143.47%. In the past 3 years, the value of 's portfolio has decreased by -92%. In the past 5 years, the value of the portfolio has decreased by -79%.

What is the ALDEBARAN FINANCIAL INC. CIK?

ALDEBARAN FINANCIAL's Central Index Key is 0001353110 .

ALDEBARAN FINANCIAL INC. Holdings

ALDEBARAN FINANCIAL INC. portfolio value:

ALDEBARAN FINANCIAL INC. quarter portfolio value change:

ALDEBARAN FINANCIAL INC. 1 year portfolio value change:

ALDEBARAN FINANCIAL INC. 3 years portfolio value change:

ALDEBARAN FINANCIAL INC. 5 years portfolio value change: