Filed: 7/9/2025ACC: 0002006661-25-000007
📋 What this filing means
LEIBMAN FINANCIAL SERVICES, INC. filed this quarterly 13F‑HR report disclosing 49 equity positions with a total reported market value of $130.07M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
49
Positions
$130.07M
Total AUM (reported)
1.99M
Total Shares
Allocation by class
COM$69.77M53.6%
FLOATING RAT TREA$9.86M7.6%
CL B$8.07M6.2%
INDIA ERNGS FD$6.01M4.6%
CL A$5.82M4.5%
SPONSORED ADS$4.85M3.7%
COM CL A$4.74M3.6%
Portfolio Concentration
Top 3$20.72M15.9%
4–10$29.28M22.5%
11–25$48.49M37.3%
Rest$31.59M24.3%
Top 3 weight
15.9%
Top 10 weight
38.4%
Voting Authority Distribution
Total shares with voting rights: 1.99M
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
1.99M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole49
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings49
Rows:
WISDOMTREE TR
SOLEShares195.94K
TypeSH
Market value$9.86M
7.58%
Sole
0.00
Shared
0.00
None
195.94K
WISDOMTREE TR
SOLEShares126.59K
TypeSH
Market value$6.01M
4.62%
Sole
0.00
Shared
0.00
None
126.59K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares21.41K
TypeSH
Market value$4.85M
3.73%
Sole
0.00
Shared
0.00
None
21.41K
FIRST SOLAR INC
SOLEShares27.48K
TypeSH
Market value$4.55M
3.50%
Sole
0.00
Shared
0.00
None
27.48K
BERKSHIRE HATHAWAY INC DEL
SOLEShares9.02K
TypeSH
Market value$4.38M
3.37%
Sole
0.00
Shared
0.00
None
9.02K
AMAZON COM INC
SOLEShares19.16K
TypeSH
Market value$4.20M
3.23%
Sole
0.00
Shared
0.00
None
19.16K
FREEPORT-MCMORAN INC
SOLEShares96.55K
TypeSH
Market value$4.19M
3.22%
Sole
0.00
Shared
0.00
None
96.55K
UNITED RENTALS INC
SOLEShares5.41K
TypeSH
Market value$4.08M
3.13%
Sole
0.00
Shared
0.00
None
5.41K
AMERICAN CENTY ETF TR
SOLEShares50.12K
TypeSH
Market value$3.97M
3.05%
Sole
0.00
Shared
0.00
None
50.12K
ALPHABET INC
SOLEShares22.05K
TypeSH
Market value$3.91M
3.01%
Sole
0.00
Shared
0.00
None
22.05K
TECK RESOURCES LTD
SOLEShares96.09K
TypeSH
Market value$3.88M
2.98%
Sole
0.00
Shared
0.00
None
96.09K
ISHARES TR
SOLEShares49.55K
TypeSH
Market value$3.82M
2.94%
Sole
0.00
Shared
0.00
None
49.55K
THE TRADE DESK INC
SOLEShares47.76K
TypeSH
Market value$3.44M
2.64%
Sole
0.00
Shared
0.00
None
47.76K
T-MOBILE US INC
SOLEShares14.40K
TypeSH
Market value$3.43M
2.64%
Sole
0.00
Shared
0.00
None
14.40K
STERLING INFRASTRUCTURE INC
SOLEShares14.48K
TypeSH
Market value$3.34M
2.57%
Sole
0.00
Shared
0.00
None
14.48K
AES CORP
SOLEShares311.71K
TypeSH
Market value$3.28M
2.52%
Sole
0.00
Shared
0.00
None
311.71K
ALEXANDRIA REAL ESTATE EQ IN
SOLEShares44.50K
TypeSH
Market value$3.23M
2.48%
Sole
0.00
Shared
0.00
None
44.50K
DOLLAR GEN CORP NEW
SOLEShares28.17K
TypeSH
Market value$3.22M
2.48%
Sole
0.00
Shared
0.00
None
28.17K
DISNEY WALT CO
SOLEShares25.21K
TypeSH
Market value$3.13M
2.40%
Sole
0.00
Shared
0.00
None
25.21K
MICROSOFT CORP
SOLEShares6.21K
TypeSH
Market value$3.09M
2.38%
Sole
0.00
Shared
0.00
None
6.21K
AMGEN INC
SOLEShares10.97K
TypeSH
Market value$3.06M
2.36%
Sole
0.00
Shared
0.00
None
10.97K
ALBEMARLE CORP
SOLEShares48.87K
TypeSH
Market value$3.06M
2.35%
Sole
0.00
Shared
0.00
None
48.87K
GENUINE PARTS CO
SOLEShares25.01K
TypeSH
Market value$3.03M
2.33%
Sole
0.00
Shared
0.00
None
25.01K
LULULEMON ATHLETICA INC
SOLEShares11.72K
TypeSH
Market value$2.78M
2.14%
Sole
0.00
Shared
0.00
None
11.72K
APPLE INC
SOLEShares13.06K
TypeSH
Market value$2.68M
2.06%
Sole
0.00
Shared
0.00
None
13.06K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
WISDOMTREE TRSOLE | FLOATING RAT TREA | 195.94K | SH | $9.86M 7.58% | 0.00 | 0.00 | 195.94K |
WISDOMTREE TRSOLE | INDIA ERNGS FD | 126.59K | SH | $6.01M 4.62% | 0.00 | 0.00 | 126.59K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 21.41K | SH | $4.85M 3.73% | 0.00 | 0.00 | 21.41K |
FIRST SOLAR INCSOLE | COM | 27.48K | SH | $4.55M 3.50% | 0.00 | 0.00 | 27.48K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 9.02K | SH | $4.38M 3.37% | 0.00 | 0.00 | 9.02K |
AMAZON COM INCSOLE | COM | 19.16K | SH | $4.20M 3.23% | 0.00 | 0.00 | 19.16K |
FREEPORT-MCMORAN INCSOLE | CL B | 96.55K | SH | $4.19M 3.22% | 0.00 | 0.00 | 96.55K |
UNITED RENTALS INCSOLE | COM | 5.41K | SH | $4.08M 3.13% | 0.00 | 0.00 | 5.41K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 50.12K | SH | $3.97M 3.05% | 0.00 | 0.00 | 50.12K |
ALPHABET INCSOLE | CAP STK CL C | 22.05K | SH | $3.91M 3.01% | 0.00 | 0.00 | 22.05K |
TECK RESOURCES LTDSOLE | CL B | 96.09K | SH | $3.88M 2.98% | 0.00 | 0.00 | 96.09K |
ISHARES TRSOLE | MSCI INDIA SM CP | 49.55K | SH | $3.82M 2.94% | 0.00 | 0.00 | 49.55K |
THE TRADE DESK INCSOLE | COM CL A | 47.76K | SH | $3.44M 2.64% | 0.00 | 0.00 | 47.76K |
T-MOBILE US INCSOLE | COM | 14.40K | SH | $3.43M 2.64% | 0.00 | 0.00 | 14.40K |
STERLING INFRASTRUCTURE INCSOLE | COM | 14.48K | SH | $3.34M 2.57% | 0.00 | 0.00 | 14.48K |
AES CORPSOLE | COM | 311.71K | SH | $3.28M 2.52% | 0.00 | 0.00 | 311.71K |
ALEXANDRIA REAL ESTATE EQ INSOLE | COM | 44.50K | SH | $3.23M 2.48% | 0.00 | 0.00 | 44.50K |
DOLLAR GEN CORP NEWSOLE | COM | 28.17K | SH | $3.22M 2.48% | 0.00 | 0.00 | 28.17K |
DISNEY WALT COSOLE | COM | 25.21K | SH | $3.13M 2.40% | 0.00 | 0.00 | 25.21K |
MICROSOFT CORPSOLE | COM | 6.21K | SH | $3.09M 2.38% | 0.00 | 0.00 | 6.21K |
AMGEN INCSOLE | COM | 10.97K | SH | $3.06M 2.36% | 0.00 | 0.00 | 10.97K |
ALBEMARLE CORPSOLE | COM | 48.87K | SH | $3.06M 2.35% | 0.00 | 0.00 | 48.87K |
GENUINE PARTS COSOLE | COM | 25.01K | SH | $3.03M 2.33% | 0.00 | 0.00 | 25.01K |
LULULEMON ATHLETICA INCSOLE | COM | 11.72K | SH | $2.78M 2.14% | 0.00 | 0.00 | 11.72K |
APPLE INCSOLE | COM | 13.06K | SH | $2.68M 2.06% | 0.00 | 0.00 | 13.06K |
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