Leibman Financial Services
Latest statistics and disclosures from Leibman Financial Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are USFR, EPI, AVDV, TECK, FCX, and represent 25.95% of Leibman Financial Services's stock portfolio.
- Added to shares of these 10 stocks: EPI (+$6.1M), DGS, ILF, CAVA, CPRT, OC, KNSL, MELI, CASY, COST.
- Started 7 new stock positions in CAT, CPRT, OC, DGS, COST, EPI, ILF.
- Reduced shares in these 10 stocks: , AES, TSM, STRL, AMAT, USFR, PSTG, URI, MSFT, AAPL.
- Sold out of its positions in AMAT, INDA, PSTG, TSLA.
- Leibman Financial Services was a net buyer of stock by $4.7M.
- Leibman Financial Services has $139M in assets under management (AUM), dropping by 5.21%.
- Central Index Key (CIK): 0002006661
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Portfolio Holdings for Leibman Financial Services
Leibman Financial Services holds 51 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Wisdomtree Tr Floating Rat Trea (USFR) | 10.7 | $15M | -10% | 296k | 50.32 |
|
| Wisdomtree Tr India Erngs Fd (EPI) | 4.4 | $6.1M | NEW | 132k | 46.29 |
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 4.0 | $5.6M | 59k | 93.97 |
|
|
| Teck Resources CL B (TECK) | 3.4 | $4.7M | +6% | 99k | 47.89 |
|
| Freeport-mcmoran CL B (FCX) | 3.4 | $4.7M | +7% | 92k | 50.79 |
|
| Lululemon Athletica (LULU) | 3.3 | $4.6M | 22k | 207.81 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.3 | $4.6M | 9.1k | 502.67 |
|
|
| Amazon (AMZN) | 3.2 | $4.4M | +3% | 19k | 230.81 |
|
| Albemarle Corporation (ALB) | 3.0 | $4.2M | -7% | 30k | 141.44 |
|
| Cava Group Ord (CAVA) | 2.9 | $4.0M | +162% | 67k | 58.69 |
|
| Amgen (AMGN) | 2.8 | $3.9M | +5% | 12k | 327.31 |
|
| Alphabet Cap Stk Cl C (GOOG) | 2.8 | $3.9M | -15% | 12k | 313.80 |
|
| Wisdomtree Tr Emg Mkts Smcap (DGS) | 2.7 | $3.8M | NEW | 66k | 57.24 |
|
| Kinsale Cap Group (KNSL) | 2.7 | $3.7M | +109% | 9.4k | 391.10 |
|
| Ishares Tr Msci India Sm Cp (SMIN) | 2.5 | $3.4M | +4% | 49k | 69.91 |
|
| Walt Disney Company (DIS) | 2.4 | $3.4M | +14% | 30k | 113.77 |
|
| Apple (AAPL) | 2.4 | $3.4M | -24% | 12k | 271.85 |
|
| Metropcs Communications (TMUS) | 2.4 | $3.3M | +10% | 16k | 202.96 |
|
| First Solar (FSLR) | 2.1 | $2.9M | -17% | 11k | 261.23 |
|
| Ishares Tr Latn Amer 40 Etf (ILF) | 1.9 | $2.6M | NEW | 87k | 30.45 |
|
| The Trade Desk Com Cl A (TTD) | 1.9 | $2.6M | +51% | 70k | 37.96 |
|
| Prologis (PLD) | 1.9 | $2.6M | +5% | 20k | 127.66 |
|
| Target Corporation (TGT) | 1.8 | $2.6M | +36% | 26k | 97.75 |
|
| Lowe's Companies (LOW) | 1.8 | $2.5M | +8% | 11k | 241.16 |
|
| Casey's General Stores (CASY) | 1.8 | $2.5M | +79% | 4.5k | 552.73 |
|
| Alexandria Real Estate Equities (ARE) | 1.7 | $2.4M | -12% | 49k | 48.94 |
|
| United Rentals (URI) | 1.7 | $2.4M | -37% | 3.0k | 809.26 |
|
| Chipotle Mexican Grill (CMG) | 1.6 | $2.2M | +35% | 61k | 37.00 |
|
| Copart (CPRT) | 1.5 | $2.1M | NEW | 54k | 39.15 |
|
| Owens Corning (OC) | 1.5 | $2.1M | NEW | 19k | 111.91 |
|
| MercadoLibre (MELI) | 1.4 | $2.0M | +136% | 992.00 | 2014.26 |
|
| Grab Holdings Class A Ord (GRAB) | 1.4 | $1.9M | +69% | 380k | 4.99 |
|
| Pinterest Cl A (PINS) | 1.3 | $1.8M | +22% | 71k | 25.89 |
|
| Coupang Cl A (CPNG) | 1.2 | $1.7M | +104% | 73k | 23.59 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.2 | $1.7M | -64% | 5.6k | 303.88 |
|
| Sea Sponsord Ads (SE) | 1.2 | $1.7M | +89% | 13k | 127.57 |
|
| Nextpower Class A Com (NXT) | 1.1 | $1.6M | +3% | 18k | 87.11 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 1.1 | $1.5M | 3.2k | 468.69 |
|
|
| Datadog Cl A Com (DDOG) | 0.9 | $1.2M | +3% | 9.0k | 135.99 |
|
| Progyny (PGNY) | 0.9 | $1.2M | 46k | 25.68 |
|
|
| Costco Wholesale Corporation (COST) | 0.8 | $1.1M | NEW | 1.2k | 862.36 |
|
| 4068594 Enphase Energy (ENPH) | 0.8 | $1.0M | +6% | 33k | 32.05 |
|
| Sterling Construction Company (STRL) | 0.7 | $1.0M | -73% | 3.3k | 306.23 |
|
| Pubmatic Com Cl A (PUBM) | 0.7 | $1.0M | +10% | 116k | 8.87 |
|
| Ishares Tr Short Treas Bd (SHV) | 0.4 | $623k | -3% | 5.7k | 110.15 |
|
| Caterpillar (CAT) | 0.3 | $350k | NEW | 610.00 | 572.87 |
|
| Deere & Company (DE) | 0.2 | $310k | -26% | 666.00 | 465.57 |
|
| AES Corporation (AES) | 0.2 | $239k | -93% | 17k | 14.34 |
|
| Union Pacific Corporation (UNP) | 0.2 | $222k | 960.00 | 231.32 |
|
|
| Microsoft Corporation (MSFT) | 0.2 | $217k | -85% | 449.00 | 483.70 |
|
| Shell Spon Ads (SHEL) | 0.2 | $210k | 2.9k | 73.49 |
|
Past Filings by Leibman Financial Services
SEC 13F filings are viewable for Leibman Financial Services going back to 2023
- Leibman Financial Services 2025 Q4 filed Jan. 6, 2026
- 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