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Peter W. Raber

Aldebaran Financial Inc.

Assets Managed
$105.288M
Holdings
76
Last Quarter
2026 - Q1
Filed Date
1mo 16d ago
Growth Rate
-2.55%(2Q avg: 2.78%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Aldebaran Financial Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 76 positions.

Assets under management

The assets under management (AUM) of Aldebaran Financial Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 105.288M in assets, with a quarterly growth rate of -2.55% and a 2-quarter average growth rate of 2.78%. The portfolio is managed by Peter W. Raber, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPTM
Spdr Portfolio S&p 1500 Comp
Recent Activity
Increased 5.97%
7.84%
$8.25M
104,353 shares@ $79.06 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 0.65%
7.11%
$7.482M
15,613 shares@ $479.21 avg price
AAPL
Apple Inc
Recent Activity
Decreased -2.23%
5.91%
$6.221M
24,511 shares@ $253.8 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 5.33%
5%
$5.259M
68,711 shares@ $76.54 avg price
FTNT
Fortinet Inc
Recent Activity
Decreased -8.14%
4.79%
$5.041M
61,681 shares@ $81.72 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 1.25%
4.62%
$4.856M
7,467 shares@ $650.35 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 1.03%
4.31%
$4.534M
21,771 shares@ $208.27 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 1.04%
3.86%
$4.061M
23,283 shares@ $174.41 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 1.31%
3.35%
$3.525M
11,984 shares@ $294.17 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Increased 5.8%
3.26%
$3.432M
11,963 shares@ $286.87 avg price

1-10 of 76