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, BRK.B, TECK, and represent 23.55% of Leibman Financial Services's stock portfolio.
- Added to shares of these 10 stocks: BMY, SFM, CALM, SE, MELI, TTD, CPNG, TMUS, GRAB, PINS.
- Started 3 new stock positions in CALM, SFM, BMY.
- Reduced shares in these 10 stocks: ALB, USFR, FCX, CAVA, TECK, PUBM, DIS, GOOG, AVDV, NXT.
- Sold out of its positions in AES, CAT, DE, MSFT, SHEL.
- Leibman Financial Services was a net buyer of stock by $150k.
- Leibman Financial Services has $136M in assets under management (AUM), dropping by -1.70%.
- Central Index Key (CIK): 0002006661
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Portfolio Holdings for Leibman Financial Services
Leibman Financial Services holds 49 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Wisdomtree Tr Floating Rat Trea (USFR) | 9.0 | $12M | -17% | 245k | 50.34 |
|
| Wisdomtree Tr India Erngs Fd (EPI) | 4.1 | $5.6M | +4% | 138k | 40.80 |
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 3.9 | $5.3M | -9% | 54k | 99.86 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.3 | $4.5M | +3% | 9.4k | 479.15 |
|
| Teck Resources CL B (TECK) | 3.1 | $4.3M | -16% | 83k | 51.75 |
|
| Amgen (AMGN) | 3.1 | $4.2M | 12k | 351.84 |
|
|
| Wisdomtree Tr Emg Mkts Smcap (DGS) | 3.0 | $4.1M | +2% | 68k | 60.10 |
|
| Bristol Myers Squibb (BMY) | 3.0 | $4.1M | NEW | 67k | 60.65 |
|
| Metropcs Communications (TMUS) | 2.9 | $3.9M | +15% | 19k | 210.03 |
|
| Sprouts Fmrs Mkt (SFM) | 2.9 | $3.9M | NEW | 51k | 77.13 |
|
| Amazon (AMZN) | 2.8 | $3.9M | -2% | 19k | 208.30 |
|
| Kinsale Cap Group (KNSL) | 2.4 | $3.3M | +2% | 9.7k | 341.65 |
|
| Casey's General Stores (CASY) | 2.4 | $3.2M | 4.4k | 727.89 |
|
|
| Target Corporation (TGT) | 2.3 | $3.2M | 26k | 121.10 |
|
|
| Ishares Tr Latn Amer 40 Etf (ILF) | 2.3 | $3.1M | 88k | 35.52 |
|
|
| Apple (AAPL) | 2.3 | $3.1M | 12k | 253.78 |
|
|
| Ishares Tr Msci India Sm Cp (SMIN) | 2.3 | $3.1M | +6% | 52k | 59.96 |
|
| Lululemon Athletica (LULU) | 2.2 | $3.1M | -10% | 20k | 153.10 |
|
| Cava Group Ord (CAVA) | 2.2 | $3.0M | -44% | 37k | 80.90 |
|
| Freeport-mcmoran CL B (FCX) | 2.2 | $2.9M | -45% | 50k | 58.78 |
|
| MercadoLibre (MELI) | 2.1 | $2.8M | +65% | 1.6k | 1729.02 |
|
| Alphabet Cap Stk Cl C (GOOG) | 2.1 | $2.8M | -19% | 9.9k | 286.90 |
|
| Prologis (PLD) | 2.0 | $2.7M | 21k | 132.18 |
|
|
| Cal Maine Foods Com New (CALM) | 1.9 | $2.6M | NEW | 33k | 79.04 |
|
| The Trade Desk Com Cl A (TTD) | 1.8 | $2.5M | +56% | 109k | 22.69 |
|
| Sea Sponsord Ads (SE) | 1.8 | $2.5M | +129% | 30k | 82.81 |
|
| Lowe's Companies (LOW) | 1.8 | $2.4M | -3% | 10k | 236.29 |
|
| United Rentals (URI) | 1.6 | $2.2M | +3% | 3.1k | 728.52 |
|
| Coupang Cl A (CPNG) | 1.6 | $2.2M | +61% | 117k | 18.88 |
|
| First Solar (FSLR) | 1.6 | $2.2M | 11k | 197.26 |
|
|
| Owens Corning (OC) | 1.6 | $2.2M | +8% | 20k | 108.22 |
|
| Walt Disney Company (DIS) | 1.6 | $2.1M | -25% | 22k | 96.37 |
|
| Chipotle Mexican Grill (CMG) | 1.5 | $2.1M | +7% | 65k | 32.01 |
|
| Alexandria Real Estate Equities (ARE) | 1.5 | $2.1M | -8% | 45k | 46.42 |
|
| Copart (CPRT) | 1.4 | $1.9M | +4% | 57k | 33.20 |
|
| Grab Holdings Class A Ord (GRAB) | 1.4 | $1.9M | +33% | 506k | 3.66 |
|
| Nextpower Class A Com (NXT) | 1.3 | $1.8M | -16% | 15k | 120.55 |
|
| Pinterest Cl A (PINS) | 1.3 | $1.7M | +31% | 93k | 18.37 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 1.2 | $1.7M | -11% | 5.0k | 337.94 |
|
| Albemarle Corporation (ALB) | 1.1 | $1.4M | -72% | 8.1k | 179.53 |
|
| Sterling Construction Company (STRL) | 1.0 | $1.4M | +4% | 3.5k | 407.27 |
|
| Costco Wholesale Corporation (COST) | 1.0 | $1.4M | +11% | 1.4k | 996.47 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.9 | $1.3M | +3% | 3.3k | 390.35 |
|
| 4068594 Enphase Energy (ENPH) | 0.9 | $1.3M | 33k | 37.81 |
|
|
| Datadog Cl A Com (DDOG) | 0.8 | $1.1M | 9.1k | 118.05 |
|
|
| Progyny (PGNY) | 0.6 | $820k | +3% | 48k | 16.98 |
|
| Ishares Tr Trust Ishare 0-1 (SHV) | 0.4 | $613k | 5.6k | 110.39 |
|
|
| Union Pacific Corporation (UNP) | 0.2 | $233k | 960.00 | 242.67 |
|
|
| Pubmatic Com Cl A (PUBM) | 0.1 | $133k | -85% | 16k | 8.18 |
|
Past Filings by Leibman Financial Services
SEC 13F filings are viewable for Leibman Financial Services going back to 2023
- 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