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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 $131.69 million in total holdings as of September 30, 2025.
  • Leibman Financial Services, Inc. owns shares of 48 different stocks, but just 26 companies or ETFs make up 80% of its holdings.
  • Approximately 17.30% of the portfolio was purchased this quarter.
  • About 22.27% of the portfolio was sold this quarter.
  • This quarter, Leibman Financial Services, Inc. has purchased 49 new stocks and bought additional shares in 18 stocks.
  • Leibman Financial Services, Inc. sold shares of 25 stocks and completely divested from 5 stocks this quarter.

Largest New Holdings this Quarter

65290E101 - Nextracker
$1,292,605 Holding
81141R100 - SEA
$1,222,513 Holding
22266T109 - Coupang
$1,145,193 Holding
58733R102 - MercadoLibre
$979,178 Holding

Largest Purchases this Quarter

WisdomTree Floating Rate Treasury Fund
135,228 shares (about $6.80M)
iShares MSCI India ETF
123,214 shares (about $5.45M)
lululemon athletica
10,522 shares (about $1.87M)
Nextracker
17,470 shares (about $1.29M)
SEA
6,840 shares (about $1.22M)

Largest Sales this Quarter

First Solar
13,740 shares (about $3.03M)
Alphabet
7,593 shares (about $1.85M)
Microsoft
3,181 shares (about $1.65M)
Pure Storage
19,425 shares (about $1.63M)
Taiwan Semiconductor Manufacturing
5,539 shares (about $1.55M)

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
$16,647,676$6,797,916 69.0%331,16512.6%Finance
iShares MSCI India ETF stock logo
INDA
iShares MSCI India ETF
$5,662,029$5,446,067 2,521.8%128,1004.3%ETF
Avantis International Small Cap Value ETF stock logo
AVDV
Avantis International Small Cap Value ETF
$5,348,416$886,654 19.9%60,0744.1%ETF
Alexandria Real Estate Equities, Inc. stock logo
ARE
Alexandria Real Estate Equities
$4,677,706$968,827 26.1%56,1283.6%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$4,546,972$13,575 0.3%9,0443.5%Finance
United Rentals, Inc. stock logo
URI
United Rentals
$4,510,537$653,909 -12.7%4,7253.4%Construction
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$4,432,931$1,547,001 -25.9%15,8723.4%Computer and Technology
Sterling Infrastructure, Inc. stock logo
STRL
Sterling Infrastructure
$4,348,244$568,964 -11.6%12,8013.3%Construction
Apple Inc. stock logo
AAPL
Apple
$4,176,274$850,482 25.6%16,4013.2%Computer and Technology
Teck Resources Ltd stock logo
TECK
Teck Resources
$4,099,642$117,977 -2.8%93,4073.1%Basic Materials
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$4,041,296$164,673 -3.9%18,4063.1%Retail/Wholesale
lululemon athletica inc. stock logo
LULU
lululemon athletica
$3,956,807$1,872,179 89.8%22,2383.0%Consumer Discretionary
The AES Corporation stock logo
AES
AES
$3,564,479$537,652 -13.1%270,8572.7%Utilities
Alphabet Inc. stock logo
GOOG
Alphabet
$3,522,186$1,849,257 -34.4%14,4622.7%Computer and Technology
T-Mobile US, Inc. stock logo
TMUS
T-Mobile US
$3,506,111$58,407 1.7%14,6472.7%Computer and Technology
Freeport-McMoRan Inc. stock logo
FCX
Freeport-McMoRan
$3,368,979$417,495 -11.0%85,9002.6%Basic Materials
iShares MSCI India Small-Cap ETF stock logo
SMIN
iShares MSCI India Small-Cap ETF
$3,343,465$210,643 -5.9%46,6182.5%ETF
Amgen Inc. stock logo
AMGN
Amgen
$3,143,822$46,565 1.5%11,1402.4%Medical
First Solar, Inc. stock logo
FSLR
First Solar
$3,029,218$3,030,100 -50.0%13,7362.3%Energy
The Walt Disney Company stock logo
DIS
Walt Disney
$2,969,330$83,350 2.9%25,9352.3%Consumer Discretionary
Albemarle Corporation stock logo
ALB
Albemarle
$2,624,104$1,338,403 -33.8%32,3642.0%Basic Materials
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$2,518,895$466,189 -15.6%12,3031.9%Computer and Technology
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$2,443,871$139,219 -5.4%9,7251.9%Retail/Wholesale
The Trade Desk stock logo
TTD
Trade Desk
$2,253,231$87,336 -3.7%45,9751.7%Computer and Technology
Prologis, Inc. stock logo
PLD
Prologis
$2,188,143$40,426 -1.8%19,1071.7%Finance
Kinsale Capital Group, Inc. stock logo
KNSL
Kinsale Capital Group
$1,911,803$5,103 0.3%4,4961.5%Finance
Pinterest, Inc. stock logo
PINS
Pinterest
$1,856,706$90,109 5.1%57,7151.4%Computer and Technology
Chipotle Mexican Grill, Inc. stock logo
CMG
Chipotle Mexican Grill
$1,757,084$73,364 4.4%44,8351.3%Retail/Wholesale
Target Corporation stock logo
TGT
Target
$1,716,562$122,753 7.7%19,1301.3%Retail/Wholesale
Pure Storage, Inc. stock logo
PSTG
Pure Storage
$1,588,370$1,628,012 -50.6%18,9521.2%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$1,571,074$1,647,737 -51.2%3,0331.2%Computer and Technology
CAVA Group, Inc. stock logo
CAVA
CAVA Group
$1,547,221$808,467 109.4%25,6121.2%Retail/Wholesale
CrowdStrike stock logo
CRWD
CrowdStrike
$1,525,327$50,991 -3.2%3,1111.2%Computer and Technology
Casey's General Stores, Inc. stock logo
CASY
Casey's General Stores
$1,422,389$35,616 -2.4%2,5161.1%Retail/Wholesale
Grab Holdings Limited stock logo
GRAB
Grab
$1,347,782$12,889 1.0%223,8841.0%Computer and Technology
Nextracker Inc. stock logo
NXT
Nextracker
$1,292,605$1,292,605 New Holding17,4701.0%Energy
Datadog, Inc. stock logo
DDOG
Datadog
$1,230,478$1,385,979 -53.0%8,6410.9%Computer and Technology
Sea Limited Sponsored ADR stock logo
SE
SEA
$1,222,513$1,222,513 New Holding6,8400.9%Computer and Technology
Coupang, Inc. stock logo
CPNG
Coupang
$1,145,193$1,145,193 New Holding35,5650.9%Retail/Wholesale
Enphase Energy, Inc. stock logo
ENPH
Enphase Energy
$1,083,465$5,592 0.5%30,6150.8%Energy
Progyny, Inc. stock logo
PGNY
Progyny
$987,908$839 -0.1%45,9070.8%Medical
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$979,178$979,178 New Holding4190.7%Retail/Wholesale
PubMatic, Inc. stock logo
PUBM
PubMatic
$867,943$1,167 0.1%104,8240.7%Computer and Technology
iShares Short Treasury Bond ETF stock logo
SHV
iShares Short Treasury Bond ETF
$650,796$157,119 -19.4%5,8900.5%ETF
Deere & Company stock logo
DE
Deere & Company
$412,449$103,341 -20.0%9020.3%Industrials
Union Pacific Corporation stock logo
UNP
Union Pacific
$226,9150.0%9600.2%Transportation
Tesla, Inc. stock logo
TSLA
Tesla
$217,023$391,798 -64.4%4880.2%Auto/Tires/Trucks
Shell PLC Unsponsored ADR stock logo
SHEL
Shell
$203,457$9,944 -4.7%2,8440.2%Energy
WisdomTree India Earnings Fund stock logo
EPI
WisdomTree India Earnings Fund
$0$6,009,474 -100.0%00.0%Finance
Dollar General Corporation stock logo
DG
Dollar General
$0$3,222,497 -100.0%00.0%Retail/Wholesale
Genuine Parts Company stock logo
GPC
Genuine Parts
$0$3,033,762 -100.0%00.0%Retail/Wholesale
Walmart Inc. stock logo
WMT
Walmart
$0$250,219 -100.0%00.0%Retail/Wholesale
Reliance, Inc. stock logo
RS
Reliance
$0$225,694 -100.0%00.0%Basic Materials

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data