LEIBMAN FINANCIAL SERVICES, INC.

PrivateCIK: 2006661
Location

LOUISVILLE, NE

46
Positions
$150.43M
Total AUM (reported)
2.63M
Total Shares

Allocation by class

TOTAL AUM$150.43M46 positions
COM$65.27M43.4%
FLOATING RAT TREA$19.85M13.2%
CL A$6.96M4.6%
INDIA ERNGS FD$6.17M4.1%
INTL SMCP VLU$5.63M3.7%
EMG MKTS SMCAP$5.20M3.5%
CL A COM$5.10M3.4%

Portfolio Concentration

Top 321.0%4–1021.0%11–2532.7%Rest25.3%TOP 1042.0%0%100%
Top 3$31.65M21.0%
4–10$31.54M21.0%
11–25$49.18M32.7%
Rest$38.05M25.3%

Top 3 weight

21.0%

Top 10 weight

42.0%

Voting Authority Distribution

Total shares with voting rights: 2.63M

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

2.63M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole46
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings46
Rows:

WISDOMTREE TR

SOLE
FLOATING RAT TREA
Shares394.25K
TypeSH
Market value$19.85M
13.20%
Sole
0.00
Shared
0.00
None
394.25K

WISDOMTREE TR

SOLE
INDIA ERNGS FD
Shares144.20K
TypeSH
Market value$6.17M
4.10%
Sole
0.00
Shared
0.00
None
144.20K

AMERICAN CENTY ETF TR

SOLE
INTL SMCP VLU
Shares54.66K
TypeSH
Market value$5.63M
3.74%
Sole
0.00
Shared
0.00
None
54.66K

WISDOMTREE TR

SOLE
EMG MKTS SMCAP
Shares80.37K
TypeSH
Market value$5.20M
3.46%
Sole
0.00
Shared
0.00
None
80.37K

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares9.75K
TypeSH
Market value$4.87M
3.24%
Sole
0.00
Shared
0.00
None
9.75K

ALPHABET INC

SOLE
CAP STK CL C
Shares12.66K
TypeSH
Market value$4.47M
2.97%
Sole
0.00
Shared
0.00
None
12.66K

SPROUTS FMRS MKT INC

SOLE
COM
Shares51.71K
TypeSH
Market value$4.37M
2.91%
Sole
0.00
Shared
0.00
None
51.71K

TECK RESOURCES LTD

SOLE
CL B
Shares70.85K
TypeSH
Market value$4.21M
2.80%
Sole
0.00
Shared
0.00
None
70.85K

AMAZON COM INC

SOLE
COM
Shares17.65K
TypeSH
Market value$4.21M
2.80%
Sole
0.00
Shared
0.00
None
17.65K

SEA LTD

SOLE
SPONSORD ADS
Shares43.82K
TypeSH
Market value$4.20M
2.79%
Sole
0.00
Shared
0.00
None
43.82K

AMGEN INC

SOLE
COM
Shares11.57K
TypeSH
Market value$4.19M
2.78%
Sole
0.00
Shared
0.00
None
11.57K

BRISTOL-MYERS SQUIBB CO

SOLE
COM
Shares69.01K
TypeSH
Market value$3.98M
2.64%
Sole
0.00
Shared
0.00
None
69.01K

ISHARES TR

SOLE
MSCI INDIA SM CP
Shares54.26K
TypeSH
Market value$3.84M
2.55%
Sole
0.00
Shared
0.00
None
54.26K

KINSALE CAP GROUP INC

SOLE
COM
Shares11.06K
TypeSH
Market value$3.65M
2.43%
Sole
0.00
Shared
0.00
None
11.06K

APPLE INC

SOLE
COM
Shares12.08K
TypeSH
Market value$3.49M
2.32%
Sole
0.00
Shared
0.00
None
12.08K

UNITED RENTALS INC

SOLE
COM
Shares3.04K
TypeSH
Market value$3.45M
2.29%
Sole
0.00
Shared
0.00
None
3.04K

T-MOBILE US INC

SOLE
COM
Shares20.07K
TypeSH
Market value$3.37M
2.24%
Sole
0.00
Shared
0.00
None
20.07K

MERCADOLIBRE INC

SOLE
COM
Shares1.94K
TypeSH
Market value$3.29M
2.19%
Sole
0.00
Shared
0.00
None
1.94K

OWENS CORNING NEW

SOLE
COM
Shares20.68K
TypeSH
Market value$3.29M
2.18%
Sole
0.00
Shared
0.00
None
20.68K

CASEYS GEN STORES INC

SOLE
COM
Shares3.56K
TypeSH
Market value$2.83M
1.88%
Sole
0.00
Shared
0.00
None
3.56K

CAL MAINE FOODS INC

SOLE
COM NEW
Shares34.84K
TypeSH
Market value$2.81M
1.87%
Sole
0.00
Shared
0.00
None
34.84K

DUOLINGO INC

SOLE
CL A COM
Shares24.22K
TypeSH
Market value$2.79M
1.85%
Sole
0.00
Shared
0.00
None
24.22K

PROLOGIS INC.

SOLE
COM
Shares20.32K
TypeSH
Market value$2.75M
1.83%
Sole
0.00
Shared
0.00
None
20.32K

FIRST SOLAR INC

SOLE
COM
Shares11.63K
TypeSH
Market value$2.74M
1.82%
Sole
0.00
Shared
0.00
None
11.63K

TARGET CORP

SOLE
COM
Shares20.89K
TypeSH
Market value$2.73M
1.81%
Sole
0.00
Shared
0.00
None
20.89K
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