Leibman Financial Services
Latest statistics and disclosures from Leibman Financial Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are USFR, INDA, AVDV, ARE, BRK.B, and represent 28.01% of Leibman Financial Services's stock portfolio.
- Added to shares of these 10 stocks: USFR (+$6.8M), INDA (+$5.4M), LULU, NXT, SE, CPNG, MELI, ARE, AVDV, AAPL.
- Started 4 new stock positions in NXT, CPNG, SE, MELI.
- Reduced shares in these 10 stocks: , DG, GPC, FSLR, GOOG, MSFT, PSTG, TSM, DDOG, ALB.
- Sold out of its positions in DG, GPC, RS, WMT, EPI.
- Leibman Financial Services was a net seller of stock by $-6.5M.
- Leibman Financial Services has $132M in assets under management (AUM), dropping by 1.24%.
- Central Index Key (CIK): 0002006661
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Portfolio Holdings for Leibman Financial Services
Leibman Financial Services holds 48 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 12.6 | $17M | +69% | 331k | 50.27 |
|
| Ishares Tr Msci India Etf (INDA) | 4.3 | $5.7M | +2521% | 128k | 44.20 |
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 4.1 | $5.3M | +19% | 60k | 89.03 |
|
| Alexandria Real Estate Equities (ARE) | 3.6 | $4.7M | +26% | 56k | 83.34 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.5 | $4.5M | 9.0k | 502.76 |
|
|
| United Rentals (URI) | 3.4 | $4.5M | -12% | 4.7k | 954.61 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 3.4 | $4.4M | -25% | 16k | 279.29 |
|
| Sterling Construction Company (STRL) | 3.3 | $4.3M | -11% | 13k | 339.68 |
|
| Apple (AAPL) | 3.2 | $4.2M | +25% | 16k | 254.64 |
|
| Teck Resources CL B (TECK) | 3.1 | $4.1M | -2% | 93k | 43.89 |
|
| Amazon (AMZN) | 3.1 | $4.0M | -3% | 18k | 219.56 |
|
| Lululemon Athletica (LULU) | 3.0 | $4.0M | +89% | 22k | 177.93 |
|
| AES Corporation (AES) | 2.7 | $3.6M | -13% | 271k | 13.16 |
|
| Alphabet Cap Stk Cl C (GOOG) | 2.7 | $3.5M | -34% | 15k | 243.55 |
|
| Metropcs Communications (TMUS) | 2.7 | $3.5M | 15k | 239.37 |
|
|
| Freeport-mcmoran CL B (FCX) | 2.6 | $3.4M | -11% | 86k | 39.22 |
|
| Ishares Tr Msci India Sm Cp (SMIN) | 2.5 | $3.3M | -5% | 47k | 71.72 |
|
| Amgen (AMGN) | 2.4 | $3.1M | 11k | 282.21 |
|
|
| First Solar (FSLR) | 2.3 | $3.0M | -50% | 14k | 220.53 |
|
| Walt Disney Company (DIS) | 2.3 | $3.0M | +2% | 26k | 114.49 |
|
| Albemarle Corporation (ALB) | 2.0 | $2.6M | -33% | 32k | 81.08 |
|
| Applied Materials (AMAT) | 1.9 | $2.5M | -15% | 12k | 204.74 |
|
| Lowe's Companies (LOW) | 1.9 | $2.4M | -5% | 9.7k | 251.30 |
|
| The Trade Tesk Com Cl A (TTD) | 1.7 | $2.3M | -3% | 46k | 49.01 |
|
| Prologis (PLD) | 1.7 | $2.2M | 19k | 114.52 |
|
|
| Kinsale Cap Group (KNSL) | 1.5 | $1.9M | 4.5k | 425.22 |
|
|
| Pinterest Cl A (PINS) | 1.4 | $1.9M | +5% | 58k | 32.17 |
|
| Chipotle Mexican Grill (CMG) | 1.3 | $1.8M | +4% | 45k | 39.19 |
|
| Target Corporation (TGT) | 1.3 | $1.7M | +7% | 19k | 89.73 |
|
| Pure Storage Cl A (PSTG) | 1.2 | $1.6M | -50% | 19k | 83.81 |
|
| Microsoft Corporation (MSFT) | 1.2 | $1.6M | -51% | 3.0k | 517.99 |
|
| Cava Group Ord (CAVA) | 1.2 | $1.5M | +109% | 26k | 60.41 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 1.2 | $1.5M | -3% | 3.1k | 490.30 |
|
| Casey's General Stores (CASY) | 1.1 | $1.4M | -2% | 2.5k | 565.34 |
|
| Grab Holdings Class A Ord (GRAB) | 1.0 | $1.3M | 224k | 6.02 |
|
|
| Nextracker Class A Com (NXT) | 1.0 | $1.3M | NEW | 18k | 73.99 |
|
| Datadog Cl A Com (DDOG) | 0.9 | $1.2M | -52% | 8.6k | 142.40 |
|
| Sea Sponsord Ads (SE) | 0.9 | $1.2M | NEW | 6.8k | 178.73 |
|
| Coupang Cl A (CPNG) | 0.9 | $1.1M | NEW | 36k | 32.20 |
|
| 4068594 Enphase Energy (ENPH) | 0.8 | $1.1M | 31k | 35.39 |
|
|
| Progyny (PGNY) | 0.8 | $988k | 46k | 21.52 |
|
|
| MercadoLibre (MELI) | 0.7 | $979k | NEW | 419.00 | 2336.94 |
|
| Pubmatic Com Cl A (PUBM) | 0.7 | $868k | 105k | 8.28 |
|
|
| Ishares Tr Short Treas Bd (SHV) | 0.5 | $651k | -19% | 5.9k | 110.49 |
|
| Deere & Company (DE) | 0.3 | $412k | -20% | 902.00 | 457.26 |
|
| Union Pacific Corporation (UNP) | 0.2 | $227k | 960.00 | 236.37 |
|
|
| Tesla Motors (TSLA) | 0.2 | $217k | -64% | 488.00 | 444.72 |
|
| Shell Spon Ads (SHEL) | 0.2 | $204k | -4% | 2.8k | 71.54 |
|
Past Filings by Leibman Financial Services
SEC 13F filings are viewable for Leibman Financial Services going back to 2023
- Leibman Financial Services 2025 Q3 filed Oct. 20, 2025
- Leibman Financial Services 2025 Q2 filed July 9, 2025
- Leibman Financial Services 2025 Q1 filed April 9, 2025
- Leibman Financial Services 2024 Q4 filed Jan. 13, 2025
- Leibman Financial Services 2024 Q3 filed Oct. 8, 2024
- Leibman Financial Services 2024 Q2 filed July 9, 2024
- Leibman Financial Services 2024 Q1 filed April 4, 2024
- Leibman Financial Services 2023 Q4 filed Jan. 5, 2024