Leibman Financial Services, Inc. Top Holdings and 13F Report (2024)

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About Leibman Financial Services, Inc.

Investment Activity

Leibman Financial Services, Inc. has $130.30 million in total holdings as of March 31, 2024.
Leibman Financial Services, Inc. owns shares of 53 different stocks, but just 26 companies or ETFs make up 80% of its holdings.
Approximately 6.34% of the portfolio was purchased this quarter.
About 4.57% of the portfolio was sold this quarter.
This quarter, Leibman Financial Services, Inc. has purchased 52 new stocks and bought additional shares in 23 stocks.
Leibman Financial Services, Inc. sold shares of 17 stocks and completely divested from 1 stock this quarter.

Largest Holdings

WisdomTree Bloomberg Floating Rate Treasury Fund: $9,089,091
United Rentals: $6,397,209
Deere & Company: $5,371,484
Berkshire Hathaway: $4,756,553
Teck Resources: $4,669,518

Largest New Holdings this Quarter

ARCADIUM LITHIUM PLC: $1,285,678 Holding
SPDR EURO STOXX 50 ETF: $218,819 Holding

Largest Purchases this Quarter

WisdomTree Bloomberg Floating Rate Treasury Fund: 37,214 shares (about $1.87M)
ARCADIUM LITHIUM PLC: 298,301 shares (about $1.29M)
TESLA INC: 3,902 shares (about $685.93K)
Deere & Company: 1,526 shares (about $626.77K)
Pfizer: 20,941 shares (about $581.11K)

Largest Sales this Quarter

General Motors: 26,671 shares (about $1.21M)
United Rentals: 1,207 shares (about $870.31K)
Applied Materials: 3,186 shares (about $657.03K)
Southwest Airlines: 16,502 shares (about $481.69K)
Taiwan Semiconductor Manufacturing: 1,501 shares (about $204.21K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
USFR WisdomTree Bloomberg Floating Rate Treasury Fund	$9,089,091	$1,871,488 ▲	25.9%	180,734	7.0%	Finance
URI United Rentals	$6,397,209	$870,315 ▼	-12.0%	8,872	4.9%	Construction
DE Deere & Company	$5,371,484	$626,769 ▲	13.2%	13,078	4.1%	Industrial Products
BRK.B Berkshire Hathaway	$4,756,553	$80,734 ▲	1.7%	11,312	3.7%	Finance
TECK Teck Resources	$4,669,518	$307,868 ▲	7.1%	102,000	3.6%	Basic Materials
FREEPORT-MCMORAN INC	$4,609,197	$2,915 ▼	-0.1%	98,027	3.5%	CL B
DIS Walt Disney	$4,571,745	$99,354 ▼	-2.1%	37,364	3.5%	Consumer Discretionary
TSM Taiwan Semiconductor Manufacturing	$4,481,771	$204,205 ▼	-4.4%	32,943	3.4%	Computer and Technology
AMAT Applied Materials	$4,266,969	$657,028 ▼	-13.3%	20,691	3.3%	Computer and Technology
GOOG Alphabet	$4,159,500	$609 ▲	0.0%	27,319	3.2%	Computer and Technology
MSFT Microsoft	$4,099,529	$37,861 ▲	0.9%	9,745	3.1%	Computer and Technology
LUV Southwest Airlines	$4,013,251	$481,691 ▼	-10.7%	137,488	3.1%	Transportation
AAPL Apple	$3,882,478	$71,679 ▲	1.9%	22,641	3.0%	Computer and Technology
LOW Lowe's Companies	$3,874,594	$121,503 ▲	3.2%	15,211	3.0%	Retail/Wholesale
EPI WisdomTree India Earnings Fund	$3,601,655	$213,879 ▲	6.3%	82,683	2.8%	Finance
TESLA INC	$3,459,527	$685,929 ▲	24.7%	19,680	2.7%	COM
AMGN Amgen	$3,425,536	$86,143 ▲	2.6%	12,049	2.6%	Medical
PSTG Pure Storage	$3,343,606	$200,160 ▼	-5.6%	64,313	2.6%	Computer and Technology
FSLR First Solar	$3,069,433	$372,370 ▲	13.8%	18,184	2.4%	Oils/Energy
MGA Magna International	$3,033,644	$213,451 ▲	7.6%	55,684	2.3%	Auto/Tires/Trucks
TTD Trade Desk	$3,012,595	$100,268 ▲	3.4%	34,462	2.3%	Computer and Technology
MTH Meritage Homes	$2,926,003	$79,479 ▲	2.8%	16,677	2.2%	Construction
PFE Pfizer	$2,799,540	$581,109 ▲	26.2%	100,885	2.1%	Medical
ARE Alexandria Real Estate Equities	$2,753,905	$113,054 ▲	4.3%	21,363	2.1%	Finance
CVX Chevron	$2,637,688	$190,705 ▲	7.8%	16,722	2.0%	Oils/Energy
BA Boeing	$2,567,047	$232,350 ▲	10.0%	13,302	2.0%	Aerospace
GM General Motors	$2,261,216	$1,209,516 ▼	-34.8%	49,862	1.7%	Auto/Tires/Trucks
KNSL Kinsale Capital Group	$2,261,119	$42,494 ▲	1.9%	4,310	1.7%	Finance
DDOG Datadog	$2,157,315	$107,532 ▼	-4.7%	17,454	1.7%	Computer and Technology
ENPH Enphase Energy	$2,154,412	$51,779 ▼	-2.3%	17,808	1.7%	Oils/Energy
SHEL Shell	$2,120,365	$7,911 ▼	-0.4%	31,629	1.6%	Oils/Energy
ALB Albemarle	$1,803,785	$129,105 ▲	7.7%	13,692	1.4%	Basic Materials
SMIN iShares MSCI India Small-Cap ETF	$1,549,524	$152,556 ▲	10.9%	22,051	1.2%	ETF
ROK Rockwell Automation	$1,357,598		0.0%	4,660	1.0%	Industrial Products
ARCADIUM LITHIUM PLC	$1,285,678	$1,285,678 ▲	New Holding	298,301	1.0%	COM
SHV iShares Short Treasury Bond ETF	$1,230,652	$21,222 ▼	-1.7%	11,134	0.9%	ETF
PINS Pinterest	$1,079,037	$72,944 ▼	-6.3%	31,124	0.8%	Computer and Technology
OLED Universal Display	$916,818	$28,466 ▼	-3.0%	5,443	0.7%	Computer and Technology
WMT Walmart	$672,804	$448,556 ▲	200.0%	11,182	0.5%	Retail/Wholesale
UNP Union Pacific	$666,963		0.0%	2,712	0.5%	Transportation
CVS CVS Health	$529,678	$25,044 ▼	-4.5%	6,641	0.4%	Retail/Wholesale
INDA iShares MSCI India ETF	$440,713		0.0%	8,543	0.3%	ETF
NUE Nucor	$392,634		0.0%	1,984	0.3%	Basic Materials
RXT Rackspace Technology	$372,760		0.0%	3,822	0.3%	Business Services
INTC Intel	$294,791	$2,959 ▼	-1.0%	6,674	0.2%	Computer and Technology
KR Kroger	$281,524	$3,885 ▼	-1.4%	4,928	0.2%	Retail/Wholesale
CAT Caterpillar	$272,624		0.0%	744	0.2%	Industrial Products
SWKS Skyworks Solutions	$245,237		0.0%	2,264	0.2%	Computer and Technology
RS Reliance	$240,276		0.0%	719	0.2%	Basic Materials
FEZ SPDR EURO STOXX 50 ETF	$218,819	$218,819 ▲	New Holding	4,164	0.2%	ETF
CARR Carrier Global	$218,104		0.0%	3,752	0.2%	Computer and Technology
HON Honeywell International	$215,102		0.0%	1,048	0.2%	Multi-Sector Conglomerates
BCX Blackrock Resources & Commodities Strategy Trust	$190,635		0.0%	20,995	0.1%	Financial Services
LTHM Livent	$0	$1,906,473 ▼	-100.0%	0	0.0%	Basic Materials

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data:

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Leibman Financial Services, Inc. Top Holdings and 13F Report (2024)

About Leibman Financial Services, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Leibman Financial Services, Inc. Top Holdings and 13F Report (2024)

About Leibman Financial Services, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofLeibman Financial Services, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information