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, DGS, BRK.B, and represent 27.74% of Leibman Financial Services's stock portfolio.
- Added to shares of these 10 stocks: USFR (+$7.5M), DUOL, SMPL, EMBJ, SE, COST, GOOG, DGS, MELI, PINS.
- Started 4 new stock positions in EMBJ, DE, SMPL, DUOL.
- Reduced shares in these 10 stocks: LULU, CAVA, FCX, TTD, LOW, STRL, PGNY, TGT, CASY, TECK.
- Sold out of its positions in CAVA, LULU, PGNY, PUBM, STRL, TTD, UNP.
- Leibman Financial Services was a net buyer of stock by $4.1M.
- Leibman Financial Services has $150M in assets under management (AUM), dropping by 10.45%.
- Central Index Key (CIK): 0002006661
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Portfolio Holdings for Leibman Financial Services
Leibman Financial Services holds 46 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Wisdomtree Tr Floating Rat Trea (USFR) | 13.2 | $20M | +61% | 394k | 50.35 |
|
| Wisdomtree Tr India Erngs Fd (EPI) | 4.1 | $6.2M | +4% | 144k | 42.78 |
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 3.7 | $5.6M | +2% | 55k | 103.05 |
|
| Wisdomtree Tr Emg Mkts Smcap (DGS) | 3.5 | $5.2M | +18% | 80k | 64.71 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.2 | $4.9M | +3% | 9.7k | 500.01 |
|
| Alphabet Cap Stk Cl C (GOOG) | 3.0 | $4.5M | +28% | 13k | 353.33 |
|
| Sprouts Fmrs Mkt (SFM) | 2.9 | $4.4M | +2% | 52k | 84.58 |
|
| Teck Resources CL B (TECK) | 2.8 | $4.2M | -14% | 71k | 59.46 |
|
| Amazon (AMZN) | 2.8 | $4.2M | -4% | 18k | 238.33 |
|
| Sea Sponsord Ads (SE) | 2.8 | $4.2M | +47% | 44k | 95.83 |
|
| Amgen (AMGN) | 2.8 | $4.2M | -2% | 12k | 362.11 |
|
| Bristol Myers Squibb (BMY) | 2.6 | $4.0M | +3% | 69k | 57.62 |
|
| Ishares Tr Msci India Sm Cp (SMIN) | 2.6 | $3.8M | +4% | 54k | 70.73 |
|
| Kinsale Cap Group (KNSL) | 2.4 | $3.6M | +14% | 11k | 329.80 |
|
| Apple (AAPL) | 2.3 | $3.5M | -2% | 12k | 289.35 |
|
| United Rentals (URI) | 2.3 | $3.4M | 3.0k | 1132.78 |
|
|
| Metropcs Communications (TMUS) | 2.2 | $3.4M | +7% | 20k | 167.73 |
|
| MercadoLibre (MELI) | 2.2 | $3.3M | +18% | 1.9k | 1697.00 |
|
| Owens Corning (OC) | 2.2 | $3.3M | +3% | 21k | 158.96 |
|
| Casey's General Stores (CASY) | 1.9 | $2.8M | -20% | 3.6k | 794.72 |
|
| Cal Maine Foods Com New (CALM) | 1.9 | $2.8M | +4% | 35k | 80.56 |
|
| Duolingo Cl A Com (DUOL) | 1.9 | $2.8M | NEW | 24k | 115.02 |
|
| Prologis (PLD) | 1.8 | $2.8M | 20k | 135.47 |
|
|
| First Solar (FSLR) | 1.8 | $2.7M | +4% | 12k | 235.96 |
|
| Target Corporation (TGT) | 1.8 | $2.7M | -20% | 21k | 130.61 |
|
| Simply Good Foods (SMPL) | 1.8 | $2.7M | NEW | 203k | 13.28 |
|
| Alexandria Real Estate Equities (ARE) | 1.8 | $2.7M | +12% | 51k | 52.85 |
|
| Embraer Sponserd Ads (EMBJ) | 1.7 | $2.6M | NEW | 40k | 63.80 |
|
| Ishares Tr Latn Amer 40 Etf (ILF) | 1.6 | $2.4M | -18% | 72k | 33.75 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 1.6 | $2.4M | -3% | 3.2k | 763.05 |
|
| Pinterest Cl A (PINS) | 1.6 | $2.4M | +23% | 114k | 21.03 |
|
| Costco Wholesale Corporation (COST) | 1.6 | $2.4M | +84% | 2.5k | 935.34 |
|
| Chipotle Mexican Grill (CMG) | 1.5 | $2.3M | +4% | 68k | 34.00 |
|
| Datadog Cl A Com (DDOG) | 1.5 | $2.3M | -2% | 8.9k | 260.36 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 1.5 | $2.2M | -5% | 4.7k | 477.58 |
|
| Grab Holdings Class A Ord (GRAB) | 1.5 | $2.2M | +15% | 587k | 3.76 |
|
| Walt Disney Company (DIS) | 1.4 | $2.2M | 23k | 96.23 |
|
|
| Coupang Cl A (CPNG) | 1.4 | $2.1M | +4% | 123k | 17.37 |
|
| Copart (CPRT) | 1.3 | $1.9M | +21% | 69k | 28.19 |
|
| Nextpower Class A Com (NXT) | 0.9 | $1.4M | -21% | 12k | 119.14 |
|
| 4068594 Enphase Energy (ENPH) | 0.8 | $1.2M | -27% | 24k | 49.24 |
|
| Albemarle Corporation (ALB) | 0.7 | $1.1M | +2% | 8.3k | 135.03 |
|
| Freeport-mcmoran CL B (FCX) | 0.3 | $519k | -83% | 8.3k | 62.88 |
|
| Ishares Tr Trust Ishare 0-1 (SHV) | 0.3 | $484k | -20% | 4.4k | 110.35 |
|
| Lowe's Companies (LOW) | 0.2 | $277k | -87% | 1.3k | 220.37 |
|
| Deere & Company (DE) | 0.1 | $204k | NEW | 322.00 | 634.33 |
|
Past Filings by Leibman Financial Services
SEC 13F filings are viewable for Leibman Financial Services going back to 2023
- Leibman Financial Services 2026 Q2 filed July 14, 2026
- Leibman Financial Services 2026 Q1 filed April 13, 2026
- 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