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Leibman Financial Services, Inc. Top Holdings and 13F Report (2025)

About Leibman Financial Services, Inc.

Investment Activity

  • Leibman Financial Services, Inc. has $130.07 million in total holdings as of June 30, 2025.
  • Leibman Financial Services, Inc. owns shares of 49 different stocks, but just 28 companies or ETFs make up 80% of its holdings.
  • Approximately 13.65% of the portfolio was purchased this quarter.
  • About 18.13% of the portfolio was sold this quarter.
  • This quarter, Leibman Financial Services, Inc. has purchased 53 new stocks and bought additional shares in 20 stocks.
  • Leibman Financial Services, Inc. sold shares of 23 stocks and completely divested from 9 stocks this quarter.

Largest New Holdings this Quarter

025072802 - Avantis International Small Cap Value ETF
$3,973,142 Holding
859241101 - Sterling Infrastructure
$3,340,047 Holding
169656105 - Chipotle Mexican Grill
$2,412,372 Holding
147528103 - Casey's General Stores
$1,316,008 Holding
148929102 - CAVA Group
$1,030,049 Holding

Largest Purchases this Quarter

Avantis International Small Cap Value ETF
50,115 shares (about $3.97M)
Sterling Infrastructure
14,476 shares (about $3.34M)
Chipotle Mexican Grill
42,963 shares (about $2.41M)
Amazon.com
7,309 shares (about $1.60M)
Casey's General Stores
2,579 shares (about $1.32M)

Largest Sales this Quarter

WisdomTree Floating Rate Treasury Fund
95,223 shares (about $4.79M)
Deere & Company
5,721 shares (about $2.91M)
United Rentals
1,193 shares (about $898.76K)
Berkshire Hathaway
1,684 shares (about $818.07K)
Taiwan Semiconductor Manufacturing
3,464 shares (about $784.57K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofLeibman Financial Services, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
WisdomTree Floating Rate Treasury Fund stock logo
USFR
WisdomTree Floating Rate Treasury Fund
$9,857,575$4,790,662 -32.7%195,9377.6%Finance
WisdomTree India Earnings Fund stock logo
EPI
WisdomTree India Earnings Fund
$6,009,474$59,005 1.0%126,5954.6%Finance
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$4,849,459$784,575 -13.9%21,4113.7%Computer and Technology
First Solar, Inc. stock logo
FSLR
First Solar
$4,548,377$1,271,182 38.8%27,4763.5%Energy
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$4,380,373$818,071 -15.7%9,0173.4%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$4,202,525$1,603,480 61.7%19,1563.2%Retail/Wholesale
Freeport-McMoRan Inc. stock logo
FCX
Freeport-McMoRan
$4,185,223$370,729 -8.1%96,5453.2%Basic Materials
United Rentals, Inc. stock logo
URI
United Rentals
$4,075,662$898,755 -18.1%5,4103.1%Construction
Avantis International Small Cap Value ETF stock logo
AVDV
Avantis International Small Cap Value ETF
$3,973,142$3,973,142 New Holding50,1153.1%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$3,912,331$483,032 -11.0%22,0553.0%Computer and Technology
Teck Resources Ltd stock logo
TECK
Teck Resources
$3,880,303$120,978 -3.0%96,0953.0%Basic Materials
iShares MSCI India Small-Cap ETF stock logo
SMIN
iShares MSCI India Small-Cap ETF
$3,824,679$231,773 6.5%49,5552.9%ETF
The Trade Desk stock logo
TTD
Trade Desk
$3,437,990$534,520 18.4%47,7572.6%Computer and Technology
T-Mobile US, Inc. stock logo
TMUS
T-Mobile US
$3,431,609$5,242 0.2%14,4032.6%Computer and Technology
Sterling Infrastructure, Inc. stock logo
STRL
Sterling Infrastructure
$3,340,047$3,340,047 New Holding14,4762.6%Construction
The AES Corporation stock logo
AES
AES
$3,279,210$57,502 1.8%311,7122.5%Utilities
Alexandria Real Estate Equities, Inc. stock logo
ARE
Alexandria Real Estate Equities
$3,232,253$165,015 5.4%44,5032.5%Finance
Dollar General Corporation stock logo
DG
Dollar General
$3,222,497$87,156 2.8%28,1742.5%Retail/Wholesale
The Walt Disney Company stock logo
DIS
Walt Disney
$3,125,941$757,706 -19.5%25,2072.4%Consumer Discretionary
Microsoft Corporation stock logo
MSFT
Microsoft
$3,090,876$563,560 -15.4%6,2142.4%Computer and Technology
Amgen Inc. stock logo
AMGN
Amgen
$3,064,221$417,404 -12.0%10,9752.4%Medical
Albemarle Corporation stock logo
ALB
Albemarle
$3,062,749$390,873 14.6%48,8712.4%Basic Materials
Genuine Parts Company stock logo
GPC
Genuine Parts
$3,033,762$77,639 -2.5%25,0082.3%Retail/Wholesale
lululemon athletica inc. stock logo
LULU
lululemon athletica
$2,783,487$99,784 3.7%11,7162.1%Consumer Discretionary
Apple Inc. stock logo
AAPL
Apple
$2,679,777$268,983 -9.1%13,0612.1%Computer and Technology
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$2,669,200$136,755 -4.9%14,5802.1%Computer and Technology
Datadog, Inc. stock logo
DDOG
Datadog
$2,468,179$220,167 9.8%18,3741.9%Computer and Technology
Chipotle Mexican Grill, Inc. stock logo
CMG
Chipotle Mexican Grill
$2,412,372$2,412,372 New Holding42,9631.9%Retail/Wholesale
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$2,280,645$368,755 -13.9%10,2791.8%Retail/Wholesale
Pure Storage, Inc. stock logo
PSTG
Pure Storage
$2,209,749$1,900 -0.1%38,3771.7%Computer and Technology
Kinsale Capital Group, Inc. stock logo
KNSL
Kinsale Capital Group
$2,169,611$80,804 -3.6%4,4841.7%Finance
Prologis, Inc. stock logo
PLD
Prologis
$2,045,674$71,273 3.6%19,4601.6%Finance
Pinterest, Inc. stock logo
PINS
Pinterest
$1,969,232$88,754 4.7%54,9141.5%Computer and Technology
Target Corporation stock logo
TGT
Target
$1,752,193$85,232 5.1%17,7621.3%Retail/Wholesale
CrowdStrike stock logo
CRWD
CrowdStrike
$1,637,177$41,248 2.6%3,2151.3%Computer and Technology
Casey's General Stores, Inc. stock logo
CASY
Casey's General Stores
$1,316,008$1,316,008 New Holding2,5791.0%Retail/Wholesale
PubMatic, Inc. stock logo
PUBM
PubMatic
$1,302,257$516,248 65.7%104,6831.0%Computer and Technology
Enphase Energy, Inc. stock logo
ENPH
Enphase Energy
$1,207,600$38,975 3.3%30,4570.9%Energy
Grab Holdings Limited stock logo
GRAB
Grab
$1,115,367$100,022 9.9%221,7430.9%Computer and Technology
CAVA Group, Inc. stock logo
CAVA
CAVA Group
$1,030,049$1,030,049 New Holding12,2290.8%Retail/Wholesale
Progyny, Inc. stock logo
PGNY
Progyny
$1,010,801$11,286 1.1%45,9460.8%Medical
iShares Short Treasury Bond ETF stock logo
SHV
iShares Short Treasury Bond ETF
$807,401$258,717 -24.3%7,3120.6%ETF
Deere & Company stock logo
DE
Deere & Company
$573,577$2,909,073 -83.5%1,1280.4%Industrials
Tesla, Inc. stock logo
TSLA
Tesla
$434,877$89,580 -17.1%1,3690.3%Auto/Tires/Trucks
iShares MSCI India ETF stock logo
INDA
iShares MSCI India ETF
$272,052$21,437 -7.3%4,8860.2%ETF
Walmart Inc. stock logo
WMT
Walmart
$250,219$529,870 -67.9%2,5590.2%Retail/Wholesale
Reliance, Inc. stock logo
RS
Reliance
$225,6940.0%7190.2%Basic Materials
Union Pacific Corporation stock logo
UNP
Union Pacific
$220,877$403,101 -64.6%9600.2%Transportation
Shell PLC Unsponsored ADR stock logo
SHEL
Shell
$210,058$344,839 -62.1%2,9830.2%Energy
Chevron Corporation stock logo
CVX
Chevron
$0$3,274,336 -100.0%00.0%Energy
Meritage Homes Corporation stock logo
MTH
Meritage Homes
$0$1,694,379 -100.0%00.0%Construction
Rockwell Automation, Inc. stock logo
ROK
Rockwell Automation
$0$1,204,051 -100.0%00.0%Computer and Technology
RTX CORPORATION
$0$506,262 -100.0%00.0%COM
Southwest Airlines Co. stock logo
LUV
Southwest Airlines
$0$464,831 -100.0%00.0%Transportation
Caterpillar Inc. stock logo
CAT
Caterpillar
$0$247,680 -100.0%00.0%Industrials
Carrier Global Corporation stock logo
CARR
Carrier Global
$0$237,877 -100.0%00.0%Construction
Nucor Corporation stock logo
NUE
Nucor
$0$237,551 -100.0%00.0%Basic Materials
Magna International Inc. stock logo
MGA
Magna International
$0$212,132 -100.0%00.0%Auto/Tires/Trucks

Showing largest 100 holdings. View all holdings.
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