Institutional Fund
Leibman Financial Services, Inc.
Louisville, NECIK 20066615 filings on record
Portfolio Value
$136.19M
Q1 2026
Holdings
49
Reported positions
New Buys
3
Opened this quarter
QoQ Change
-1.7%
from $138.55M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Wisdomtree Tr9.0%
- Wisdomtree Tr4.1%
- American Centy ETF Tr3.9%
- Berkshire Hathaway Inc Del3.3%
- Teck Resources Ltd3.1%
- Amgen Inc3.1%
- Other73.4%
Portfolio Holdings
49 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Wisdomtree Tr | 244.5K | $12.31M | 9.0% | −51.0K | Reduced |
| 2 | Wisdomtree Tr | 137.9K | $5.63M | 4.1% | +6.0K | Added |
| 3 | American Centy ETF Tr | 53.5K | $5.35M | 3.9% | −5.6K | Reduced |
| 4 | Berkshire Hathaway Inc Del | 9.4K | $4.51M | 3.3% | +294 | Added |
| 5 | Teck Resources Ltd | 82.7K | $4.28M | 3.1% | −16.4K | Reduced |
| 6 | Amgen Inc | 11.9K | $4.17M | 3.1% | +76 | Added |
| 7 | Wisdomtree Tr | 67.6K | $4.06M | 3.0% | +1.7K | Added |
| 8 | Bristol-Myers Squibb Co | 66.9K | $4.06M | 3.0% | +66.9K | New |
| 9 | T-Mobile Us Inc | 18.7K | $3.93M | 2.9% | +2.6K | Added |
| 10 | Sprouts Fmrs Mkt Inc | 50.5K | $3.89M | 2.9% | +50.5K | New |
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