$73.6 Million is the total value of Aldebaran Financial Inc.'s 64 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 20.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EMN | Buy | EASTMAN CHEM CO | $730,299 | -0.5% | 8,723 | +0.2% | 0.99% | +4.8% |
| DUK | Buy | DUKE ENERGY CORP NEW | $393,330 | -6.6% | 4,383 | +0.4% | 0.53% | -1.7% |
| ANTM | Buy | ELEVANCE HEALTH INC | $302,056 | -3.3% | 680 | +0.1% | 0.41% | +1.7% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $287,280 | +15.5% | 2,400 | +0.1% | 0.39% | +21.5% |
| DOW | Buy | DOW INC | $241,002 | -0.7% | 4,525 | +2.3% | 0.33% | +4.5% |
| HE | New | HAWAIIAN ELEC INDUSTRIES | $202,317 | – | 667 | +100.0% | 0.28% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-25
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 |
|---|---|
| 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 |
| 13F-HR | 2022-04-18 |
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.