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, TECK, and represent 23.24% of Leibman Financial Services's stock portfolio.
- Added to shares of these 10 stocks: USFR, ALTM, Tesla, DE, PFE, WMT, FSLR, TECK, BA, FEZ.
- Started 2 new stock positions in ALTM, FEZ.
- Reduced shares in these 10 stocks: Livent Corp, GM, URI, AMAT, LUV, TSM, PSTG, DDOG, DIS, PINS.
- Sold out of its position in Livent Corp.
- Leibman Financial Services was a net buyer of stock by $2.3M.
- Leibman Financial Services has $130M in assets under management (AUM), dropping by 8.36%.
- Central Index Key (CIK): 0002006661
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Portfolio Holdings for Leibman Financial Services
Leibman Financial Services holds 53 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Wisdomtree Tr Floating Rat Trea (USFR) | 7.0 | $9.1M | +25% | 181k | 50.29 |
|
| United Rentals (URI) | 4.9 | $6.4M | -11% | 8.9k | 721.06 |
|
| Deere & Company (DE) | 4.1 | $5.4M | +13% | 13k | 410.73 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.7 | $4.8M | 11k | 420.49 |
|
|
| Teck Resources CL B (TECK) | 3.6 | $4.7M | +7% | 102k | 45.78 |
|
| Freeport-mcmoran CL B | 3.5 | $4.6M | 98k | 47.02 |
|
|
| Walt Disney Company (DIS) | 3.5 | $4.6M | -2% | 37k | 122.36 |
|
| Taiwan Semiconductor Mfg Spon Ads (TSM) | 3.4 | $4.5M | -4% | 33k | 136.05 |
|
| Applied Materials (AMAT) | 3.3 | $4.3M | -13% | 21k | 206.22 |
|
| Alphabet Cap Stk Cl C (GOOG) | 3.2 | $4.2M | 27k | 152.26 |
|
|
| Microsoft Corporation (MSFT) | 3.1 | $4.1M | 9.7k | 420.68 |
|
|
| Southwest Airlines (LUV) | 3.1 | $4.0M | -10% | 138k | 29.19 |
|
| Apple (AAPL) | 3.0 | $3.9M | 23k | 171.48 |
|
|
| Lowe's Companies (LOW) | 3.0 | $3.9M | +3% | 15k | 254.72 |
|
| Wisdomtree Tr India Erngs Fd (EPI) | 2.8 | $3.6M | +6% | 83k | 43.56 |
|
| Tesla | 2.7 | $3.5M | +24% | 20k | 175.79 |
|
| Amgen (AMGN) | 2.6 | $3.4M | +2% | 12k | 284.30 |
|
| Pure Storage Cl A (PSTG) | 2.6 | $3.3M | -5% | 64k | 51.99 |
|
| First Solar (FSLR) | 2.4 | $3.1M | +13% | 18k | 168.80 |
|
| Magna Intl Inc cl a (MGA) | 2.3 | $3.0M | +7% | 56k | 54.48 |
|
| The Trade Desk Com Cl A (TTD) | 2.3 | $3.0M | +3% | 35k | 87.42 |
|
| Meritage Homes Corporation (MTH) | 2.2 | $2.9M | +2% | 17k | 175.45 |
|
| Pfizer (PFE) | 2.1 | $2.8M | +26% | 101k | 27.75 |
|
| Alexandria Real Estate Equities (ARE) | 2.1 | $2.8M | +4% | 21k | 128.91 |
|
| Chevron Corporation (CVX) | 2.0 | $2.6M | +7% | 17k | 157.74 |
|
| Boeing Company (BA) | 2.0 | $2.6M | +9% | 13k | 192.98 |
|
| General Motors Company (GM) | 1.7 | $2.3M | -34% | 50k | 45.35 |
|
| Kinsale Cap Group (KNSL) | 1.7 | $2.3M | 4.3k | 524.62 |
|
|
| Datadog Cl A Com (DDOG) | 1.7 | $2.2M | -4% | 18k | 123.60 |
|
| 4068594 Enphase Energy (ENPH) | 1.7 | $2.2M | -2% | 18k | 120.98 |
|
| Shell Ptc Spon Ads (SHEL) | 1.6 | $2.1M | 32k | 67.04 |
|
|
| Albemarle Corporation (ALB) | 1.4 | $1.8M | +7% | 14k | 131.74 |
|
| Ishares Tr Msci India Sm Cp (SMIN) | 1.2 | $1.5M | +10% | 22k | 70.27 |
|
| Rockwell Automation (ROK) | 1.0 | $1.4M | 4.7k | 291.33 |
|
|
| Arcadium Lithium (ALTM) | 1.0 | $1.3M | NEW | 298k | 4.31 |
|
| Ishares Tr Short Treas Bd (SHV) | 0.9 | $1.2M | 11k | 110.53 |
|
|
| Pinterest Cl A (PINS) | 0.8 | $1.1M | -6% | 31k | 34.67 |
|
| Universal Display Corporation (OLED) | 0.7 | $917k | -3% | 5.4k | 168.44 |
|
| Wal-Mart Stores (WMT) | 0.5 | $673k | +200% | 11k | 60.17 |
|
| Union Pacific Corporation (UNP) | 0.5 | $667k | 2.7k | 245.93 |
|
|
| CVS Caremark Corporation (CVS) | 0.4 | $530k | -4% | 6.6k | 79.76 |
|
| Ishares Tr Msci India Etf (INDA) | 0.3 | $441k | 8.5k | 51.59 |
|
|
| Nucor Corporation (NUE) | 0.3 | $393k | 2.0k | 197.90 |
|
|
| Rackspace Technology (RXT) | 0.3 | $373k | 3.8k | 97.53 |
|
|
| Intel Corporation (INTC) | 0.2 | $295k | 6.7k | 44.17 |
|
|
| Kroger (KR) | 0.2 | $282k | 4.9k | 57.13 |
|
|
| Caterpillar (CAT) | 0.2 | $273k | 744.00 | 366.43 |
|
|
| Skyworks Solutions (SWKS) | 0.2 | $245k | 2.3k | 108.32 |
|
|
| Reliance Steel & Aluminum (RS) | 0.2 | $240k | 719.00 | 334.18 |
|
|
| Spdr Index Shs Fds Euro Stoxx 50 (FEZ) | 0.2 | $219k | NEW | 4.2k | 52.55 |
|
| Carrier Global Corporation (CARR) | 0.2 | $218k | 3.8k | 58.13 |
|
|
| Honeywell International (HON) | 0.2 | $215k | 1.0k | 205.25 |
|
|
| Blackrock Res & Commodities SHS (BCX) | 0.1 | $191k | 21k | 9.08 |
|
Past Filings by Leibman Financial Services
SEC 13F filings are viewable for Leibman Financial Services going back to 2023
- Leibman Financial Services 2024 Q1 filed April 4, 2024
- Leibman Financial Services 2023 Q4 filed Jan. 5, 2024