Aldebaran Financial Inc. - Portfolio overview

Aldebaran Financial Inc. has 84 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SPTM - SPDR SERIES TRUST, 7.42%
2. BRKB - BERKSHIRE HATHAWAY INC DEL, 6.73%
3. AAPL - APPLE INC, 5.59%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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