Filed: 4/9/2025ACC: 0002006661-25-000006
📋 What this filing means
LEIBMAN FINANCIAL SERVICES, INC. filed this quarterly 13F‑HR report disclosing 53 equity positions with a total reported market value of $128.65M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
53
Positions
$128.65M
Total AUM (reported)
1.98M
Total Shares
Allocation by class
COM$72.35M56.2%
FLOATING RAT TREA$14.65M11.4%
CL B$7.59M5.9%
CL B NEW$5.70M4.4%
INDIA ERNGS FD$5.48M4.3%
CL A$4.43M3.4%
SPONSORED ADS$4.13M3.2%
Portfolio Concentration
Top 3$25.83M20.1%
4–10$27.74M21.6%
11–25$45.40M35.3%
Rest$29.67M23.1%
Top 3 weight
20.1%
Top 10 weight
41.6%
Voting Authority Distribution
Total shares with voting rights: 1.98M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.98M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole53
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings53
Rows:
WISDOMTREE TR
SOLEShares291.16K
TypeSH
Market value$14.65M
11.39%
Sole
0.00
Shared
0.00
None
291.16K
BERKSHIRE HATHAWAY INC DEL
SOLEShares10.70K
TypeSH
Market value$5.70M
4.43%
Sole
0.00
Shared
0.00
None
10.70K
WISDOMTREE TR
SOLEShares125.35K
TypeSH
Market value$5.48M
4.26%
Sole
0.00
Shared
0.00
None
125.35K
UNITED RENTALS INC
SOLEShares6.60K
TypeSH
Market value$4.14M
3.22%
Sole
0.00
Shared
0.00
None
6.60K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares24.88K
TypeSH
Market value$4.13M
3.21%
Sole
0.00
Shared
0.00
None
24.88K
FREEPORT-MCMORAN INC
SOLEShares105.10K
TypeSH
Market value$3.98M
3.09%
Sole
0.00
Shared
0.00
None
105.10K
ALEXANDERIA REAL ESTATE EQ IN
SOLEShares42.23K
TypeSH
Market value$3.91M
3.04%
Sole
0.00
Shared
0.00
None
42.23K
AMGEN INC
SOLEShares12.47K
TypeSH
Market value$3.88M
3.02%
Sole
0.00
Shared
0.00
None
12.47K
ALPHABET INC
SOLEShares24.78K
TypeSH
Market value$3.87M
3.01%
Sole
0.00
Shared
0.00
None
24.78K
T-MOBILE US INC
SOLEShares14.38K
TypeSH
Market value$3.83M
2.98%
Sole
0.00
Shared
0.00
None
14.38K
AES CORP
SOLEShares306.25K
TypeSH
Market value$3.80M
2.96%
Sole
0.00
Shared
0.00
None
306.25K
TECK RESOURCES LTD
SOLEShares99.09K
TypeSH
Market value$3.61M
2.81%
Sole
0.00
Shared
0.00
None
99.09K
CHEVRON CORP NEW
SOLEShares19.57K
TypeSH
Market value$3.27M
2.55%
Sole
0.00
Shared
0.00
None
19.57K
DEERE & CO
SOLEShares6.85K
TypeSH
Market value$3.21M
2.50%
Sole
0.00
Shared
0.00
None
6.85K
LULULEMON ATHLETICA INC
SOLEShares11.30K
TypeSH
Market value$3.20M
2.49%
Sole
0.00
Shared
0.00
None
11.30K
APPLE INC
SOLEShares14.37K
TypeSH
Market value$3.19M
2.48%
Sole
0.00
Shared
0.00
None
14.37K
ISHARES TR
SOLEShares46.55K
TypeSH
Market value$3.17M
2.46%
Sole
0.00
Shared
0.00
None
46.55K
DISNEY WALT CO
SOLEShares31.32K
TypeSH
Market value$3.09M
2.40%
Sole
0.00
Shared
0.00
None
31.32K
ALBEMARLE CORP
SOLEShares42.63K
TypeSH
Market value$3.07M
2.39%
Sole
0.00
Shared
0.00
None
42.63K
GENUINE PARTS CO
SOLEShares25.65K
TypeSH
Market value$3.06M
2.38%
Sole
0.00
Shared
0.00
None
25.65K
LOWES COS INC
SOLEShares11.94K
TypeSH
Market value$2.79M
2.16%
Sole
0.00
Shared
0.00
None
11.94K
MICROSOFT
SOLEShares7.35K
TypeSH
Market value$2.76M
2.14%
Sole
0.00
Shared
0.00
None
7.35K
FIRST SOLAR INC
SOLEShares19.80K
TypeSH
Market value$2.50M
1.95%
Sole
0.00
Shared
0.00
None
19.80K
DOLLAR GEN CORP NEW
SOLEShares27.41K
TypeSH
Market value$2.41M
1.87%
Sole
0.00
Shared
0.00
None
27.41K
KINSALE CAP GROUP INC
SOLEShares4.65K
TypeSH
Market value$2.26M
1.76%
Sole
0.00
Shared
0.00
None
4.65K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
WISDOMTREE TRSOLE | FLOATING RAT TREA | 291.16K | SH | $14.65M 11.39% | 0.00 | 0.00 | 291.16K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 10.70K | SH | $5.70M 4.43% | 0.00 | 0.00 | 10.70K |
WISDOMTREE TRSOLE | INDIA ERNGS FD | 125.35K | SH | $5.48M 4.26% | 0.00 | 0.00 | 125.35K |
UNITED RENTALS INCSOLE | COM | 6.60K | SH | $4.14M 3.22% | 0.00 | 0.00 | 6.60K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 24.88K | SH | $4.13M 3.21% | 0.00 | 0.00 | 24.88K |
FREEPORT-MCMORAN INCSOLE | CL B | 105.10K | SH | $3.98M 3.09% | 0.00 | 0.00 | 105.10K |
ALEXANDERIA REAL ESTATE EQ INSOLE | COM | 42.23K | SH | $3.91M 3.04% | 0.00 | 0.00 | 42.23K |
AMGEN INCSOLE | COM | 12.47K | SH | $3.88M 3.02% | 0.00 | 0.00 | 12.47K |
ALPHABET INCSOLE | CAP STK CL C | 24.78K | SH | $3.87M 3.01% | 0.00 | 0.00 | 24.78K |
T-MOBILE US INCSOLE | COM | 14.38K | SH | $3.83M 2.98% | 0.00 | 0.00 | 14.38K |
AES CORPSOLE | COM | 306.25K | SH | $3.80M 2.96% | 0.00 | 0.00 | 306.25K |
TECK RESOURCES LTDSOLE | CL B | 99.09K | SH | $3.61M 2.81% | 0.00 | 0.00 | 99.09K |
CHEVRON CORP NEWSOLE | COM | 19.57K | SH | $3.27M 2.55% | 0.00 | 0.00 | 19.57K |
DEERE & COSOLE | COM | 6.85K | SH | $3.21M 2.50% | 0.00 | 0.00 | 6.85K |
LULULEMON ATHLETICA INCSOLE | COM | 11.30K | SH | $3.20M 2.49% | 0.00 | 0.00 | 11.30K |
APPLE INCSOLE | COM | 14.37K | SH | $3.19M 2.48% | 0.00 | 0.00 | 14.37K |
ISHARES TRSOLE | MSCI INDIA SM CP | 46.55K | SH | $3.17M 2.46% | 0.00 | 0.00 | 46.55K |
DISNEY WALT COSOLE | COM | 31.32K | SH | $3.09M 2.40% | 0.00 | 0.00 | 31.32K |
ALBEMARLE CORPSOLE | COM | 42.63K | SH | $3.07M 2.39% | 0.00 | 0.00 | 42.63K |
GENUINE PARTS COSOLE | COM | 25.65K | SH | $3.06M 2.38% | 0.00 | 0.00 | 25.65K |
LOWES COS INCSOLE | COM | 11.94K | SH | $2.79M 2.16% | 0.00 | 0.00 | 11.94K |
MICROSOFTSOLE | COM | 7.35K | SH | $2.76M 2.14% | 0.00 | 0.00 | 7.35K |
FIRST SOLAR INCSOLE | COM | 19.80K | SH | $2.50M 1.95% | 0.00 | 0.00 | 19.80K |
DOLLAR GEN CORP NEWSOLE | COM | 27.41K | SH | $2.41M 1.87% | 0.00 | 0.00 | 27.41K |
KINSALE CAP GROUP INCSOLE | COM | 4.65K | SH | $2.26M 1.76% | 0.00 | 0.00 | 4.65K |
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