$126 Million is the total value of Aldebaran Financial Inc.'s 96 reported holdings in Q4 2016. The portfolio turnover from Q3 2016 to Q4 2016 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AA | Exit | ALCOA INC | $0 | – | -10,750 | -100.0% | -0.09% | – |
| PDT | Exit | HANCOCK JOHN PREMUIM DIV FD | $0 | – | -10,102 | -100.0% | -0.13% | – |
| MCK | Exit | MCKESSON CORP | $0 | – | -1,200 | -100.0% | -0.16% | – |
| HCA | Exit | HCA HOLDINGS INC | $0 | – | -2,800 | -100.0% | -0.17% | – |
| IVW | Exit | ISHARES TRs&p 500 grwt etf | $0 | – | -1,880 | -100.0% | -0.18% | – |
| HPF | Exit | HANCOCK JOHN PFD INCOME FD I | $0 | – | -10,665 | -100.0% | -0.19% | – |
| RWO | Exit | SPDR INDEX SHS FDSdj glb rl es etf | $0 | – | -6,255 | -100.0% | -0.25% | – |
| CSCO | Exit | CISCO SYS INC | $0 | – | -86,488 | -100.0% | -2.18% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-03-23
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 40 | Q3 2023 | 9.7% |
| BERKSHIRE HATHAWAY INC DEL | 40 | Q3 2023 | 8.7% |
| SPDR S&P 500 ETF TR | 40 | Q3 2023 | 4.1% |
| PROCTER & GAMBLE CO | 40 | Q3 2023 | 3.3% |
| JOHNSON & JOHNSON | 40 | Q3 2023 | 3.5% |
| DISNEY WALT CO | 40 | Q3 2023 | 3.3% |
| EXXON MOBIL CORP | 40 | Q3 2023 | 4.0% |
| FIRST HORIZON NATL CORP | 40 | Q3 2023 | 4.0% |
| CHENIERE ENERGY INC | 40 | Q3 2023 | 2.1% |
| EASTMAN CHEMICAL CO | 40 | Q3 2023 | 2.5% |
View Aldebaran Financial Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-01 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-07-25 |
| 13F-HR | 2023-04-24 |
| 13F-HR | 2023-03-06 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-01 |
| 13F-HR | 2022-04-18 |
| 13F-HR | 2022-02-16 |
| 13F-HR | 2021-10-21 |
View Aldebaran Financial Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.