Long-term investor
Aldebaran Financial Inc. @aldebaranfinancialinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001353110).
Record
- Tracked since 2025-06-30 (441 days), 58 trades recorded
- Returns: week n/a · month n/a · 90 days +9.1% · 6 months n/a · 1 year +13.2% · all +13.2%
- Max drawdown n/a · win rate 23% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPTM · 8.1% · long · since 2025-06-30
- FTNT · 7.5% · long · since 2025-06-30
- BRK-B · 6.4% · long · since 2025-06-30
- AAPL · 5.8% · long · since 2025-06-30
- SPYM · 5.7% · long · since 2025-06-30
- AMZN · 4.3% · long · since 2025-12-31
- SPY · 4.1% · long · since 2025-06-30
- NVDA · 3.7% · long · since 2025-06-30
- GOOG · 3.5% · long · since 2025-06-30
- JPM · 3.3% · long · since 2025-06-30
- MSFT · 2.9% · long · since 2025-06-30
- WMT · 2.5% · long · since 2025-06-30