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Aldebaran Financial Inc. 13F Holdings: A Q4 2022 vs. Q1 2023 Comparison

Ava Hoppe | 6 May, 2023

Aldebaran Financial Inc. has released its latest 13F holdings report, showcasing the significant changes in the firm's assets from Q4 2022 to Q1 2023. The 13F filings reveal that Aldebaran Financial Inc. has taken new positions, sold some shares, and scaled down on others. The report shows the complete picture of the firm's portfolio movements during the first quarter of 2023.

Fortinet Inc. (FTNT), a cybersecurity solutions provider, dropped to 126,489 shares from 186,134 during the quarter, lowering by 7.6% to $8.4 million from $9.1 million. Apple Inc. (AAPL) sold a total of 13.99% of shares, falling to 40,446 from 53,445. After a quarter of continuous scaling down, Proctor & Gamble (PG) traded 13.8% lower than the previous quarter. The fund sold 23.8% of its stock in Waste Management (WM), lowering its position to 13,665 shares from 18,699.

On the positive side, the fund doubled its holdings in Meta Platforms Inc (META) from 4,047 shares to 5,523 shares. Sofi Technologies (SOFI) experienced a significant decrease in the number of shares held by the firm, decreasing to 70,205 in Q1 2023 from 134,302 the previous quarter.

Throughout the quarter, Aldebaran Financial Inc. has favored technology stocks, which now represent 32% of the funds’ portfolio. In contrast, the financial sector's weighing dropped to 11% from the earlier quarter amounting to a 42% decrease.

In all, the changes in holdings significant reflect the administration's and fund’s overall perception of the market, such as the shift away from traditional financials to tech companies. The new portfolio positioning will likely create higher concentration risk, and investors should keep abreast of Aldebaran Financial Inc.'s next moves.

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