$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 - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
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 | 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 | 2024-05-13 |
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 |
13F-HR | 2022-02-16 |
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.