Leibman Financial Services
Latest statistics and disclosures from Leibman Financial Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are USFR, URI, DE, BRK.B, AAPL, and represent 22.37% of Leibman Financial Services's stock portfolio.
- Added to shares of these 10 stocks: GPC, TSLA, LULU, PLD, ARE, USFR, ALB, SMIN, MGA, EPI.
- Started 7 new stock positions in GPC, NEM, PLD, BCX, TSLA, RTX, LULU.
- Reduced shares in these 10 stocks: Tesla, PFE, BA, GM, URI, FSLR, TSM, TTD, RXT, MTH.
- Sold out of its positions in BA, INTC, RXT, FEZ, Tesla, OLED.
- Leibman Financial Services was a net buyer of stock by $1.8M.
- Leibman Financial Services has $141M in assets under management (AUM), dropping by 4.61%.
- Central Index Key (CIK): 0002006661
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Portfolio Holdings for Leibman Financial Services
Leibman Financial Services holds 57 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Wisdomtree Tr Floating Rat Trea (USFR) | 6.9 | $9.7M | +11% | 193k | 50.22 |
|
| United Rentals (URI) | 4.1 | $5.8M | -19% | 7.1k | 809.78 |
|
| Deere & Company (DE) | 4.0 | $5.6M | 13k | 417.33 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.8 | $5.3M | 12k | 460.26 |
|
|
| Apple (AAPL) | 3.7 | $5.2M | -3% | 22k | 233.00 |
|
| Teck Resources CL B (TECK) | 3.6 | $5.1M | 97k | 52.24 |
|
|
| Wisdomtree Tr India Erngs Fd (EPI) | 3.6 | $5.0M | +18% | 100k | 50.46 |
|
| Freeport-mcmoran CL B | 3.3 | $4.7M | +3% | 94k | 49.92 |
|
| Southwest Airlines (LUV) | 3.3 | $4.7M | +2% | 157k | 29.63 |
|
| Taiwan Semiconductor Mfg Spon Ads (TSM) | 3.2 | $4.5M | -13% | 26k | 173.67 |
|
| Alphabet Cap Stk Cl C (GOOG) | 3.1 | $4.4M | 26k | 167.19 |
|
|
| Walt Disney Company (DIS) | 3.1 | $4.3M | +18% | 45k | 96.19 |
|
| Lowe's Companies (LOW) | 3.0 | $4.3M | 16k | 270.85 |
|
|
| Microsoft Corporation (MSFT) | 3.0 | $4.2M | 9.8k | 430.31 |
|
|
| Alexandria Real Estate Equities (ARE) | 2.9 | $4.1M | +40% | 34k | 118.75 |
|
| Amgen (AMGN) | 2.7 | $3.9M | -4% | 12k | 322.20 |
|
| First Solar (FSLR) | 2.6 | $3.7M | -15% | 15k | 249.44 |
|
| Metropcs Communications (TMUS) | 2.4 | $3.4M | 16k | 206.37 |
|
|
| Meritage Homes Corporation (MTH) | 2.3 | $3.3M | -7% | 16k | 205.07 |
|
| Magna Intl Inc cl a (MGA) | 2.3 | $3.3M | +30% | 80k | 41.04 |
|
| The Trade Desk Com Cl A (TTD) | 2.3 | $3.2M | -16% | 29k | 109.65 |
|
| Applied Materials (AMAT) | 2.2 | $3.0M | -3% | 15k | 202.05 |
|
| Genuine Parts Company (GPC) | 2.1 | $3.0M | NEW | 21k | 139.68 |
|
| Tesla Motors (TSLA) | 2.1 | $2.9M | NEW | 11k | 261.63 |
|
| Ishares Tr Msci India Sm Cp (SMIN) | 2.1 | $2.9M | +44% | 34k | 86.00 |
|
| Lululemon Athletica (LULU) | 2.1 | $2.9M | NEW | 11k | 271.35 |
|
| Chevron Corporation (CVX) | 2.0 | $2.8M | +4% | 19k | 147.27 |
|
| Albemarle Corporation (ALB) | 1.7 | $2.5M | +69% | 26k | 94.71 |
|
| Kinsale Cap Group (KNSL) | 1.5 | $2.1M | 4.6k | 465.57 |
|
|
| Datadog Cl A Com (DDOG) | 1.5 | $2.1M | +2% | 18k | 115.06 |
|
| 4068594 Enphase Energy (ENPH) | 1.5 | $2.1M | 18k | 113.02 |
|
|
| Pure Storage Cl A (PSTG) | 1.5 | $2.1M | -2% | 41k | 50.24 |
|
| Prologis (PLD) | 1.3 | $1.9M | NEW | 15k | 126.28 |
|
| Arcadium Lithium Com Shs (ALTM) | 1.2 | $1.7M | +56% | 604k | 2.85 |
|
| Rockwell Automation (ROK) | 0.9 | $1.3M | 4.7k | 268.46 |
|
|
| Ishares Tr Short Treas Bd (SHV) | 0.8 | $1.1M | -3% | 10k | 110.63 |
|
| Pinterest Cl A (PINS) | 0.7 | $1.0M | 32k | 32.37 |
|
|
| Wal-Mart Stores (WMT) | 0.6 | $880k | -2% | 11k | 80.75 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.6 | $844k | +6% | 3.0k | 280.47 |
|
| Pubmatic Com Cl A (PUBM) | 0.5 | $721k | +19% | 49k | 14.87 |
|
| Union Pacific Corporation (UNP) | 0.5 | $669k | 2.7k | 246.48 |
|
|
| Shell Ptc Spon Ads (SHEL) | 0.4 | $546k | -5% | 8.3k | 65.95 |
|
| Progyny (PGNY) | 0.4 | $530k | +27% | 32k | 16.76 |
|
| Raytheon Technologies Corp (RTX) | 0.3 | $463k | NEW | 3.8k | 121.16 |
|
| Ishares Tr Msci India Etf (INDA) | 0.3 | $448k | -3% | 7.6k | 58.53 |
|
| Pfizer (PFE) | 0.2 | $304k | -90% | 11k | 28.94 |
|
| Carrier Global Corporation (CARR) | 0.2 | $302k | 3.8k | 80.49 |
|
|
| CVS Caremark Corporation (CVS) | 0.2 | $301k | -21% | 4.8k | 62.88 |
|
| Nucor Corporation (NUE) | 0.2 | $297k | 2.0k | 150.34 |
|
|
| Caterpillar (CAT) | 0.2 | $291k | 744.00 | 391.12 |
|
|
| Kroger (KR) | 0.2 | $273k | -2% | 4.8k | 57.30 |
|
| General Motors Company (GM) | 0.2 | $234k | -89% | 5.2k | 44.84 |
|
| Skyworks Solutions (SWKS) | 0.2 | $224k | 2.3k | 98.77 |
|
|
| Honeywell International (HON) | 0.2 | $217k | 1.0k | 206.71 |
|
|
| Newmont Mining Corporation (NEM) | 0.2 | $216k | NEW | 4.0k | 53.45 |
|
| Reliance Steel & Aluminum (RS) | 0.1 | $208k | 719.00 | 289.21 |
|
|
| Blackrock Res & Commodities SHS (BCX) | 0.1 | $202k | NEW | 21k | 9.60 |
|
Past Filings by Leibman Financial Services
SEC 13F filings are viewable for Leibman Financial Services going back to 2023
- 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