ALDEBARAN FINANCIAL INC.

HTTP://WWW.ALDEBARANFINANCIAL.COM KINGSPORT, TN Investment Advisor How do I update this listing?

Aldebaran Financial is based out of Kingsport. Aldebaran Financial is a large advisory firm with 500 clients and discretionary assets under management (AUM) of $329,923,322 (Form ADV from 2018-10-01). Their last reported 13F filing for Q2 2019 included $144,751,000 in managed 13F securities and a top 10 holdings concentration of 32.49%. Aldebaran Financial's largest holding is Amazon.com Inc. with shares held of 3,455. Aldebaran Financial has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 26 13F filings

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06/30/2019

13F Sector Allocation Over Time

06/30/2019

13F Activity

  • Market Value $144.751 Million
  • Prior Market Value $142.206 Million
  • New Purchases3 stocks
  • Additional Purchases31 stocks
  • Sold out of11 stocks
  • Reduced holdings in33 stocks
  • Top 10 Holdings % 32.49 %
  • Turnover % [1]:15.22%
  • Turnover Alt % [2]: 5.93 %
  • Time Held Top20:11.95 quarters
  • Time Held Top10:9.20 quarters
  • Time Held All:15.38 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-08-14

Performance for Q2 2019: -1.26%
Performance Last 4 Quarters: -1.92%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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13F Filings Available:
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR/A (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR/A (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR/A (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

ALDEBARAN FINANCIAL INC
4105 FORT HENRY DRIVE SUITE 305
KINGSPORT TN    37663
Country: United States

Business Phone: 423-239-7535
Fax: 423-389-9281
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: TN
Number of employees: 9
Other Business Activities: lawyer or law firm
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities: 17,131,500
Total Number of Clients: 500
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Recent Insider Transactions

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ALDEBARAN FINANCIAL INC

ownership team - last updated 2019-03-18
Name Title Start Date Direct/Indirect % Ownership
RABER, DONALD, ROBERT PRESIDENT, CHIEF EXECUTIVE OFFICER; DIRECTOR, TREASURER 08/01/1991 Direct 75% or more
Fund Name Position direct/indirect start date end date
ALDEBARAN FINANCIAL INC PRESIDENT, CHIEF EXECUTIVE OFFICER; DIRECTOR, TREASURER direct 1991-08-01
ALDEBARAN FINANCIAL INC CHIEF EXECUTIVE OFFICER; DIRECTOR direct 1991-08-01 2003-03-31
ALDEBARAN FINANCIAL INC PRESIDENT, CHIEF EXECUTIVE OFFICER; DIRECTOR direct 1991-08-01 2016-03-21
RABER, PETER, WILLIAM CHIEF COMPLIANCE OFFICER; SR VICE PRESIDENT; DIRECTOR; SECRETARY 07/01/1999 Direct less than 5%
Fund Name Position direct/indirect start date end date
ALDEBARAN FINANCIAL INC CHIEF COMPLIANCE OFFICER; SR VICE PRESIDENT; DIRECTOR; SECRETARY direct 1999-07-01
ALDEBARAN FINANCIAL INC DIRECTOR direct 1999-07-01 2003-03-31
ALDEBARAN FINANCIAL INC VICE PRESIDENT; DIRECTOR direct 1999-07-01 2007-08-10
ALDEBARAN FINANCIAL INC CHIEF COMPLIANCE OFFICER; VICE PRESIDENT; DIRECTOR; direct 1999-07-01 2012-03-28
ALDEBARAN FINANCIAL INC CHIEF COMPLIANCE OFFICER; SR VICE PRESIDENT; DIRECTOR; direct 1999-07-01 2016-03-21
RABER, DONALD, ROBERT VICE PRESIDENT 04/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
ALDEBARAN FINANCIAL INC VICE PRESIDENT direct 2016-04-01
ALDEBARAN FINANCIAL INC CHIEF COMPLIANCE OFFICER; DIRECTOR direct 1991-08-01 2007-08-10
ALDEBARAN FINANCIAL INC VICE-PRESIDENT, DIRECTOR direct 1991-08-01 2008-03-31
ALDEBARAN FINANCIAL INC VICE-PRESIDENT direct 1991-08-01 2009-12-02

ALDEBARAN FINANCIAL INC

ownership team - last updated 2017-03-23
Name Title Start Date Direct/Indirect % Ownership
RABER, DONALD, ROBERT PRESIDENT, CHIEF EXECUTIVE OFFICER; DIRECTOR, TREASURER 08/01/1991 Direct 75% or more
Fund Name Position direct/indirect start date end date
ALDEBARAN FINANCIAL INC PRESIDENT, CHIEF EXECUTIVE OFFICER; DIRECTOR, TREASURER direct 1991-08-01
ALDEBARAN FINANCIAL INC CHIEF EXECUTIVE OFFICER; DIRECTOR direct 1991-08-01 2003-03-31
ALDEBARAN FINANCIAL INC PRESIDENT, CHIEF EXECUTIVE OFFICER; DIRECTOR direct 1991-08-01 2016-03-21
RABER, PETER, WILLIAM CHIEF COMPLIANCE OFFICER; SR VICE PRESIDENT; DIRECTOR; SECRETARY 07/01/1999 Direct less than 5%
Fund Name Position direct/indirect start date end date
ALDEBARAN FINANCIAL INC CHIEF COMPLIANCE OFFICER; SR VICE PRESIDENT; DIRECTOR; SECRETARY direct 1999-07-01
ALDEBARAN FINANCIAL INC DIRECTOR direct 1999-07-01 2003-03-31
ALDEBARAN FINANCIAL INC VICE PRESIDENT; DIRECTOR direct 1999-07-01 2007-08-10
ALDEBARAN FINANCIAL INC CHIEF COMPLIANCE OFFICER; VICE PRESIDENT; DIRECTOR; direct 1999-07-01 2012-03-28
ALDEBARAN FINANCIAL INC CHIEF COMPLIANCE OFFICER; SR VICE PRESIDENT; DIRECTOR; direct 1999-07-01 2016-03-21
RABER, DONALD, ROBERT VICE PRESIDENT 04/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
ALDEBARAN FINANCIAL INC VICE PRESIDENT direct 2016-04-01
ALDEBARAN FINANCIAL INC CHIEF COMPLIANCE OFFICER; DIRECTOR direct 1991-08-01 2007-08-10
ALDEBARAN FINANCIAL INC VICE-PRESIDENT, DIRECTOR direct 1991-08-01 2008-03-31
ALDEBARAN FINANCIAL INC VICE-PRESIDENT direct 1991-08-01 2009-12-02

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