Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ALDEBARAN FINANCIAL INC | 01-30-2024 | 12-31-2023 | 62 | 67,823,070 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $6,058,595 | 31,468 | 0.01 | 0.01 | -5,458 | -14.78 | 12-31-2023 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 2 | $5,661,502 | 15,874 | 0.01 | 0.01 | -625 | -3.79 | 12-31-2023 |
| FORTINET INC | COM | 3 | $4,883,992 | 83,444 | 0.01 | 0.01 | -24,505 | -22.70 | 12-31-2023 |
| SPDR SER TR | PORTFOLIO S&P500 | 4 | $4,002,279 | 71,597 | 0.01 | 0.01 | 170 | 0.24 | 12-31-2023 |
