Institutional filer · SEC 13F · Q3 2024
Aldebaran Financial Inc.
The reported 13F portfolio of Aldebaran Financial Inc. (CIK 1353110) - top holdings, how concentrated the book is, and what changed last quarter.
- $84.8M
- Reported book
- 68
- Positions
- #316
- of 360 filers
The verdict
According to SEC Form 13F-HR filings in this corpus, Aldebaran Financial Inc. ranks #316 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q3 2024 the reported book is $84.8M across 68 positions, a moderately concentrated portfolio.
- $84.8M
- reported 13F value
- 68
- disclosed positions
- 8.6%
- in BERKSHIRE HATHAWAY INC
- #316
- of 360 filers
Top-5 share 35.1% → MID-PACK book (largest five positions vs the rest of the reported 13F book).
According to SEC Form 13F-HR filings in this corpus, Aldebaran Financial Inc. ranks #316 of 360 institutional filers by reported book value (largest first), matching the /funds listing.
Where Aldebaran Financial Inc. sits by disclosed position count
Aldebaran Financial Inc. reports 68 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.
Aldebaran Financial Inc. vs all filers by holding count
Where this filer's disclosed position inventory sits among every tracked 13F manager
68 235th of 360 higher than 125 of 360 filers
Filers, banded by disclosed position count
Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 2026-05-16
Concentration vs. book size among peer filers
Aldebaran Financial Inc. reports $0.08B across 68 disclosed positions, tracking the median among similarly sized peer filers on position count.
Reported book value vs. disclosed position count
How 13F filings are computed · All institutional filers · Largest filers by value
SEC Form 13F-HR filing desk
CIK 1353110 · Q3 2024 $85M book
BOOK-LIGHT · POS-FOCUS · CONC-HEAVY · LEAD-HEAVY · PHOTO-FINISH · TREND-FLAT · FY-SNAPSHOT
- BOOK-LIGHT #316/360
- POS-FOCUS 68 names
- CONC-HEAVY 35% top-5
- LEAD-HEAVY 8.6% top
- PHOTO-FINISH GK Wealth
- TREND-FLAT Book steady
- FY-SNAPSHOT Q3 2024
Photo-finish peer on reported book: GK Wealth Management LLC
Read with: Institutional investor types - Manager type shapes what a 13F book represents — RIAs, hedge funds, and banks file the same form differently.
Reported-book neighbourhood · Aldebaran Financial Inc.
Nearest tracked filers by aggregate 13F reported book, not a full corpus reprint.
How the reported book breaks down
$84.8M decomposed into the top 5 reported positions (shown below) versus every other disclosed position.
Top Reported Holdings
| # | Security | Value | % of book |
|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | $7.3M | 8.6% |
| 2 | APPLE INC | $6.8M | 8.1% |
| 3 | FORTINET INC | $6.1M | 7.2% |
| 4 | SPDR S&P 500 ETF TR | $4.8M | 5.7% |
| 5 | SPDR SER TR | $4.7M | 5.5% |
| 6 | AMERICAN WELL CORP | $4.1M | 4.8% |
| 7 | MICROSOFT CORP | $3.3M | 3.9% |
| 8 | SPDR SER TR | $2.6M | 3.0% |
| 9 | NVIDIA CORPORATION | $2.5M | 3.0% |
| 10 | WASTE MGMT INC DEL | $2.3M | 2.7% |
| 11 | JPMORGAN CHASE & CO. | $2.3M | 2.7% |
| 12 | PROCTER AND GAMBLE CO | $2.3M | 2.7% |
| 13 | WALMART INC | $1.8M | 2.1% |
| 14 | ALPHABET INC | $1.7M | 2.0% |
| 15 | META PLATFORMS INC | $1.6M | 1.9% |
| 16 | INVESCO QQQ TR | $1.3M | 1.6% |
| 17 | SALESFORCE INC | $1.3M | 1.5% |
| 18 | JOHNSON & JOHNSON | $1.2M | 1.4% |
| 19 | DISNEY WALT CO | $1.1M | 1.3% |
| 20 | NORFOLK SOUTHN CORP | $1.1M | 1.3% |
| 21 | LOWES COS INC | $1.1M | 1.3% |
| 22 | ELI LILLY & CO | $968K | 1.1% |
| 23 | CHENIERE ENERGY INC | $934K | 1.1% |
| 24 | VANGUARD INDEX FDS | $908K | 1.1% |
| 25 | HOME DEPOT INC | $866K | 1.0% |
Latest Quarter Trades · Q3 2024
New positions (68)
Frequently Asked Questions
- How big is Aldebaran Financial Inc.'s 13F portfolio?
- Aldebaran Financial Inc. reports $84.8M of long US-equity positions across 68 securities as of Q3 2024. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
- Where does Aldebaran Financial Inc. sit among tracked 13F filers?
- According to SEC Form 13F-HR filings in this corpus, Aldebaran Financial Inc. ranks #316 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
- What is Aldebaran Financial Inc.'s largest position?
- Aldebaran Financial Inc.'s largest reported position is BERKSHIRE HATHAWAY INC DEL at $7.3M, about 8.6% of its reported book as of Q3 2024.
- What did Aldebaran Financial Inc. trade last quarter?
- In its Q3 2024 filing, Aldebaran Financial Inc. opened 68 new positions. Each change is drawn from a line in the firm's 13F-HR filing and can be verified on SEC EDGAR.
Nationwide filers with similar book size or holding count
Two 13F-derived peer sets for Aldebaran Financial Inc.: nearest reported book value and nearest holding inventory, not catalog browse links.
Similar reported book
Nearest filers by reported long-equity book ($84.8M here).
Similar holding count
Nearest filers by number of disclosed positions (68 here).
Using this filing
- The rankings sort every tracked filer the same way Aldebaran Financial Inc. was placed above, so you can see exactly how the rest of the field compares. View the rankings
- GK Wealth Management LLC reported the nearest book value ($85.5M) this quarter, a useful scale comparison for Aldebaran Financial Inc.. Compare filers
- 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology
Form 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q3 2024 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.