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
CENTENE CORP DEL COM 51 $433,461 5,841 0.00 0.00 -3,350 -36.45 12-31-2023
DOLLAR GEN CORP NEW COM 52 $422,669 3,109 0.00 0.00 -525 -14.45 12-31-2023
ISHARES TR ISHS 1-5YR INVS Liquidated $0 0 0.00 0.00 -1,394 -14.54 12-31-2023
DUKE ENERGY CORP NEW COM NEW 54 $393,012 4,050 0.00 0.00 -333 -7.60 12-31-2023
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