$146 Million is the total value of Aldebaran Financial Inc.'s 94 reported holdings in Q2 2018. The portfolio turnover from Q1 2018 to Q2 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| QQQ | New | INVESCO QQQ TRunit ser 1 | $1,039,000 | – | 6,054 | +100.0% | 0.71% | – |
| CQQQ | New | INVESCO EXCHNG TRADED FD TRchina technlgy | $436,000 | – | 7,838 | +100.0% | 0.30% | – |
| MCO | New | MOODYS CORP | $205,000 | – | 1,200 | +100.0% | 0.14% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-08-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 42 | Q1 2024 | 9.7% |
| BERKSHIRE HATHAWAY INC DEL | 42 | Q1 2024 | 9.4% |
| SPDR S&P 500 ETF TR | 42 | Q1 2024 | 4.1% |
| PROCTER & GAMBLE CO | 42 | Q1 2024 | 3.3% |
| JOHNSON & JOHNSON | 42 | Q1 2024 | 3.5% |
| DISNEY WALT CO | 42 | Q1 2024 | 3.3% |
| EXXON MOBIL CORP | 42 | Q1 2024 | 4.0% |
| FIRST HORIZON NATL CORP | 42 | Q1 2024 | 4.0% |
| CHENIERE ENERGY INC | 42 | Q1 2024 | 2.1% |
| EASTMAN CHEMICAL CO | 42 | Q1 2024 | 2.5% |
View Aldebaran Financial Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-09-25 |
| 13F-HR | 2024-08-22 |
| 13F-HR | 2024-05-13 |
| 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 |
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.