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Leibman Financial Services, Inc. Top Holdings and 13F Report (2026)

About Leibman Financial Services, Inc.

Investment Activity

  • Leibman Financial Services, Inc. has $136.19 million in total holdings as of March 31, 2026.
  • Leibman Financial Services, Inc. owns shares of 49 different stocks, but just 30 companies or ETFs make up 80% of its holdings.
  • Approximately 13.15% of the portfolio was purchased this quarter.
  • About 13.04% of the portfolio was sold this quarter.
  • This quarter, Leibman Financial Services, Inc. has purchased 51 new stocks and bought additional shares in 26 stocks.
  • Leibman Financial Services, Inc. sold shares of 19 stocks and completely divested from 5 stocks this quarter.

Largest New Holdings this Quarter

110122108 - Bristol Myers Squibb
$4,057,910 Holding
85208M102 - Sprouts Farmers Market
$3,893,291 Holding
128030202 - Cal-Maine Foods
$2,640,491 Holding

Largest Purchases this Quarter

Bristol Myers Squibb
66,907 shares (about $4.06M)
Sprouts Farmers Market
50,477 shares (about $3.89M)
Cal-Maine Foods
33,407 shares (about $2.64M)
SEA
16,784 shares (about $1.39M)
MercadoLibre
649 shares (about $1.12M)

Largest Sales this Quarter

Albemarle
21,744 shares (about $3.90M)
WisdomTree Floating Rate Treasury Fund
50,994 shares (about $2.57M)
Freeport-McMoRan
42,090 shares (about $2.47M)
CAVA Group
30,117 shares (about $2.44M)
Teck Resources
16,359 shares (about $846.58K)

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
$12,308,097$2,567,042 -17.3%244,4999.0%Finance
WisdomTree India Earnings Fund stock logo
EPI
WisdomTree India Earnings Fund
$5,628,123$243,046 4.5%137,9444.1%Finance
Avantis International Small Cap Value ETF stock logo
AVDV
Avantis International Small Cap Value ETF
$5,345,530$555,823 -9.4%53,5303.9%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$4,508,300$140,869 3.2%9,4093.3%Finance
Teck Resources Ltd stock logo
TECK
Teck Resources
$4,281,702$846,580 -16.5%82,7383.1%Basic Materials
Amgen Inc. stock logo
AMGN
Amgen
$4,174,620$26,740 0.6%11,8653.1%Medical
WisdomTree Emerging Markets SmallCap Dividend Fund stock logo
DGS
WisdomTree Emerging Markets SmallCap Dividend Fund
$4,060,800$102,531 2.6%67,5673.0%Finance
Bristol Myers Squibb Company stock logo
BMY
Bristol Myers Squibb
$4,057,910$4,057,910 New Holding66,9073.0%Medical
T-Mobile US, Inc. stock logo
TMUS
T-Mobile US
$3,927,189$539,574 15.9%18,6982.9%Computer and Technology
Sprouts Farmers Market, Inc. stock logo
SFM
Sprouts Farmers Market
$3,893,291$3,893,291 New Holding50,4772.9%Retail/Wholesale
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$3,862,172$109,360 -2.8%18,5412.8%Retail/Wholesale
Kinsale Capital Group, Inc. stock logo
KNSL
Kinsale Capital Group
$3,306,820$82,337 2.6%9,6792.4%Finance
Casey's General Stores, Inc. stock logo
CASY
Casey's General Stores
$3,238,395$41,490 -1.3%4,4492.4%Retail/Wholesale
Target Corporation stock logo
TGT
Target
$3,188,762$15,258 0.5%26,3322.3%Retail/Wholesale
iShares Latin America 40 ETF stock logo
ILF
iShares Latin America 40 ETF
$3,136,148$48,094 1.6%88,2922.3%ETF
Apple Inc. stock logo
AAPL
Apple
$3,129,905$15,988 -0.5%12,3332.3%Computer and Technology
iShares MSCI India Small-Cap ETF stock logo
SMIN
iShares MSCI India Small-Cap ETF
$3,111,927$194,510 6.7%51,9002.3%ETF
lululemon athletica inc. stock logo
LULU
lululemon athletica
$3,051,283$347,843 -10.2%19,9302.2%Consumer Discretionary
CAVA Group, Inc. stock logo
CAVA
CAVA Group
$3,010,046$2,436,465 -44.7%37,2072.2%Retail/Wholesale
Freeport-McMoRan Inc. stock logo
FCX
Freeport-McMoRan
$2,941,271$2,474,032 -45.7%50,0392.2%Basic Materials
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$2,837,322$1,122,134 65.4%1,6412.1%Retail/Wholesale
Alphabet Inc. stock logo
GOOG
Alphabet
$2,827,099$694,008 -19.7%9,8542.1%Computer and Technology
Prologis, Inc. stock logo
PLD
Prologis
$2,705,046$28,947 1.1%20,4652.0%Finance
Cal-Maine Foods, Inc. stock logo
CALM
Cal-Maine Foods
$2,640,491$2,640,491 New Holding33,4071.9%Basic Materials
The Trade Desk stock logo
TTD
Trade Desk
$2,465,834$888,358 56.3%108,6751.8%Computer and Technology
Sea Limited Sponsored ADR stock logo
SE
SEA
$2,463,266$1,389,883 129.5%29,7461.8%Computer and Technology
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$2,399,967$86,954 -3.5%10,1571.8%Retail/Wholesale
United Rentals, Inc. stock logo
URI
United Rentals
$2,246,036$84,509 3.9%3,0831.6%Construction
Coupang, Inc. stock logo
CPNG
Coupang
$2,216,493$841,406 61.2%117,3991.6%Retail/Wholesale
First Solar, Inc. stock logo
FSLR
First Solar
$2,197,113$26,433 -1.2%11,1381.6%Energy
Owens Corning Inc stock logo
OC
Owens Corning
$2,160,721$160,490 8.0%19,9661.6%Construction
The Walt Disney Company stock logo
DIS
Walt Disney
$2,138,573$722,688 -25.3%22,1911.6%Consumer Discretionary
Chipotle Mexican Grill, Inc. stock logo
CMG
Chipotle Mexican Grill
$2,091,341$147,598 7.6%65,3341.5%Retail/Wholesale
Alexandria Real Estate Equities, Inc. stock logo
ARE
Alexandria Real Estate Equities
$2,090,337$198,028 -8.7%45,0311.5%Finance
Copart, Inc. stock logo
CPRT
Copart
$1,875,335$86,818 4.9%56,4861.4%Business Services
Grab Holdings Limited stock logo
GRAB
Grab
$1,852,052$459,663 33.0%506,0251.4%Computer and Technology
Nextpower Inc. stock logo
NXT
Nextpower
$1,812,349$365,869 -16.8%15,0341.3%Energy
Pinterest, Inc. stock logo
PINS
Pinterest
$1,703,091$404,546 31.2%92,7101.3%Computer and Technology
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$1,676,847$213,239 -11.3%4,9621.2%Computer and Technology
Albemarle Corporation stock logo
ALB
Albemarle
$1,445,955$3,903,755 -73.0%8,0541.1%Basic Materials
Sterling Infrastructure, Inc. stock logo
STRL
Sterling Infrastructure
$1,419,743$55,796 4.1%3,4861.0%Construction
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$1,354,200$140,502 11.6%1,3591.0%Retail/Wholesale
CrowdStrike stock logo
CRWD
CrowdStrike
$1,280,740$43,329 3.5%3,2810.9%Computer and Technology
Enphase Energy, Inc. stock logo
ENPH
Enphase Energy
$1,253,742$15,691 1.3%33,1590.9%Energy
Datadog, Inc. stock logo
DDOG
Datadog
$1,078,387$19,006 1.8%9,1350.8%Computer and Technology
Progyny, Inc. stock logo
PGNY
Progyny
$819,905$31,447 4.0%48,2870.6%Medical
iShares Short Treasury Bond ETF stock logo
SHV
iShares Short Treasury Bond ETF
$612,785$11,481 -1.8%5,5510.4%ETF
Union Pacific Corporation stock logo
UNP
Union Pacific
$232,9630.0%9600.2%Transportation
PubMatic, Inc. stock logo
PUBM
PubMatic
$133,301$812,387 -85.9%16,2960.1%Computer and Technology
Caterpillar Inc. stock logo
CAT
Caterpillar
$0$349,451 -100.0%00.0%Industrials
Deere & Company stock logo
DE
Deere & Company
$0$310,070 -100.0%00.0%Industrials
The AES Corporation stock logo
AES
AES
$0$238,962 -100.0%00.0%Utilities
Microsoft Corporation stock logo
MSFT
Microsoft
$0$217,183 -100.0%00.0%Computer and Technology
Shell PLC Unsponsored ADR stock logo
SHEL
Shell
$0$209,885 -100.0%00.0%Energy

Showing largest 100 holdings. View all holdings.
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