CIK: 0002006661
Total reported value
$136.2M
Reporting period: 2026-03-31 · Number of holdings: 49
Leibman Financial Services, Inc. disclosed 49 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $136.2M and a quarterly turnover rate of 26.8%.
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Leibman Financial Services, Inc.'s disclosed holdings carry a Herfindahl concentration index of 0.029 — mathematically equivalent to about 34 equally-sized positions, close to its 49 actual disclosed holdings. Value is spread relatively evenly across the portfolio rather than concentrated in a handful of names.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.67), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
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| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 9.04% | -1.69% | -17.26% | |
| 2 | EPI | Wisdomtree India Earnings | ETF-Other | 4.13% | -0.28% | +4.51% | |
| 3 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 3.92% | -0.09% | -9.42% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.31% | — | +3.23% | |
| 5 | TECK | Teck Resources Ltd-cls B | Stock-Materials | 3.14% | -0.29% | -16.51% | |
| 6 | AMGN | Amgen INC | Stock-Healthcare | 3.07% | +0.28% | +0.64% | |
| 7 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 2.98% | +0.26% | +2.59% | |
| 8 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 2.98% | +2.98% | NEW | |
| 9 | TMUS | T-mobile US INC | Stock-Comm Services | 2.88% | +0.52% | +15.93% | |
| 10 | SFM | Sprouts Farmers Market INC | Stock-Consumer Staples | 2.86% | +2.86% | NEW | |
| 11 | AMZN | Amazon.com INC | Stock-Consumer Disc | 2.84% | -0.34% | -2.75% | |
| 12 | KNSL | Kinsale Capital Group INC | Stock-Financials | 2.43% | -0.23% | +2.55% | |
| 13 | CASY | Casey's General Stores INC | Stock-Consumer Disc | 2.38% | +0.58% | -1.26% | |
| 14 | TGT | Target CORP | Stock-Consumer Disc | 2.34% | +0.49% | +0.48% | |
| 15 | ILF | Ishares Latin America 40 ETF | ETF-Other | 2.30% | +0.39% | +1.56% | |
| 16 | AAPL | Apple INC | Stock-Tech | 2.30% | -0.13% | -0.51% | |
| 17 | SMIN | Ishares Msci India Small-cap | ETF-Other | 2.28% | -0.18% | +6.67% | |
| 18 | LULU | Lululemon Athletica INC | Stock-Consumer Disc | 2.24% | -1.09% | -10.23% | |
| 19 | CAVA | Cava Group INC | Stock-Consumer Disc | 2.21% | -0.64% | -44.73% | |
| 20 | FCX | Freeport-mcmoran INC | Stock-Materials | 2.16% | -1.22% | -45.69% | |
| 21 | MELI | Mercadolibre INC | Stock-Consumer Disc | 2.08% | +0.64% | +65.42% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.08% | -0.70% | -19.71% | |
| 23 | PLD | Prologis INC | Stock-Real Estate | 1.99% | +0.12% | +1.08% | |
| 24 | CALM | Cal-maine Foods INC | Stock-Consumer Staples | 1.94% | +1.94% | NEW | |
| 25 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 1.81% | -0.09% | +56.32% | |
| 26 | SE | Sea Ltd-adr | Stock-Comm Services | 1.81% | +0.62% | +129.49% | |
| 27 | LOW | Lowe's Cos INC | Stock-Consumer Disc | 1.76% | -0.07% | -3.50% | |
| 28 | URI | United Rentals INC | Stock-Industrials | 1.65% | -0.08% | +3.91% | |
| 29 | CPNG | Coupang INC | Stock-Consumer Disc | 1.63% | +0.39% | +61.19% | |
| 30 | FSLR | First Solar INC | Stock-Tech | 1.61% | -0.52% | -1.19% | |
| 31 | OC | Owens Corning | Stock-Industrials | 1.59% | +0.10% | +8.02% | |
| 32 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.57% | -0.87% | -25.26% | |
| 33 | CMG | Chipotle Mexican Grill INC | Stock-Consumer Disc | 1.54% | -0.08% | +7.59% | |
| 34 | ARE | Alexandria Real Estate Equit | Stock-Real Estate | 1.53% | -0.21% | -8.65% | |
| 35 | CPRT | Copart INC | Stock-Industrials | 1.38% | -0.14% | +4.85% | |
| 36 | GRAB | Grab Holdings Limited | Stock-Tech | 1.36% | — | +33.01% | |
| 37 | NXT | Nextpower Inc-cl A | Stock-Tech | 1.33% | +0.19% | -16.80% | |
| 38 | PINS | Pinterest Inc- Class A | Stock-Comm Services | 1.25% | -0.07% | +31.15% | |
| 39 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.23% | — | -11.28% | |
| 40 | ALB | Albemarle CORP | Stock-Materials | 1.06% | -1.98% | -72.97% | |
| 41 | STRL | Sterling Infrastructure INC | Stock-Industrials | 1.04% | +0.30% | +4.09% | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.99% | +0.23% | +11.58% | |
| 43 | CRWD | Crowdstrike Holdings INC - A | Stock-Tech | 0.94% | -0.13% | +3.50% | |
| 44 | ENPH | Enphase Energy INC | Stock-Tech | 0.92% | +0.16% | +1.27% | |
| 45 | DDOG | Datadog INC - Class A | Stock-Tech | 0.79% | -0.09% | +1.79% | |
| 46 | PGNY | Progyny INC | Stock-Other | 0.60% | -0.26% | +3.99% | |
| 47 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.45% | — | -1.84% | |
| 48 | UNP | Union Pacific CORP | Stock-Industrials | 0.17% | — | — | |
| 49 | PUBM | Pubmatic Inc-class A | Stock-Other | 0.10% | -0.64% | -85.90% |
Performance for Q3 2026
+2%
Performance Last 4 Quarters
+23.9%
Based on 73% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 49 | $136.2M | 27 | |
| 2025-12-31 | 51 | $138.5M | 47 | |
| 2025-09-30 | 48 | $131.7M | 50 | |
| 2025-06-30 | 49 | $130.1M | 0 | |
| 2025-03-31 | 53 | $128.6M | 0 | |
| 2024-12-31 | 55 | $137.1M | 0 | |
| 2024-09-30 | 57 | $141.1M | 0 | |
| 2024-06-30 | 56 | $134.9M | 0 | |
| 2024-03-31 | 53 | $130.3M | 0 | |
| 2023-12-31 | 52 | $120.3M | 0 |
Leibman Financial Services, Inc.'s most significant position changes for 2026-03-31: New buy: Bristol-myers Squibb Co (BMY); New buy: Sprouts Farmers Market INC (SFM); New buy: Cal-maine Foods INC (CALM); Sold out: Caterpillar INC (CAT); Sold out: Deere & Co (DE).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MELI | Mercadolibre INC | +0.6% | +65.42% | Add |
| 2 | SE | Sea Ltd-adr | +0.6% | +129.49% | Add |
| 3 | CASY | Casey's General Stores INC | +0.6% | -1.26% | Trim |
| 4 | TMUS | T-mobile US INC | +0.5% | +15.93% | Add |
| 5 | TGT | Target CORP | +0.5% | +0.48% | Add |
| 6 | CPNG | Coupang INC | +0.4% | +61.19% | Add |
| 7 | ILF | Ishares Latin America 40 ETF | +0.4% | +1.56% | Add |
| 8 | STRL | Sterling Infrastructure INC | +0.3% | +4.09% | Add |
| 9 | AMGN | Amgen INC | +0.3% | +0.64% | Add |
| 10 | DGS | Wisdomtree Em Small Cap | +0.3% | +2.59% | Add |
| 11 | COST | Costco Wholesale CORP | +0.2% | +11.58% | Add |
| 12 | NXT | Nextpower Inc-cl A | +0.2% | -16.80% | Trim |
| 13 | ENPH | Enphase Energy INC | +0.2% | +1.27% | Add |
| 14 | PLD | Prologis INC | +0.1% | +1.08% | Add |
| 15 | OC | Owens Corning | +0.1% | +8.02% | Add |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | — | +3.23% | Add |
| 17 | LOW | Lowe's Cos INC | -0.1% | -3.50% | Trim |
| 18 | PINS | Pinterest Inc- Class A | -0.1% | +31.15% | Add |
| 19 | CMG | Chipotle Mexican Grill INC | -0.1% | +7.59% | Add |
| 20 | URI | United Rentals INC | -0.1% | +3.91% | Add |
| 21 | AVDV | Avantis Intl S/c Value ETF | -0.1% | -9.42% | Trim |
| 22 | TTD | Trade Desk Inc/the -class A | -0.1% | +56.32% | Add |
| 23 | DDOG | Datadog INC - Class A | -0.1% | +1.79% | Add |
| 24 | AAPL | Apple INC | -0.1% | -0.51% | Trim |
| 25 | CRWD | Crowdstrike Holdings INC - A | -0.1% | +3.50% | Add |
| 26 | CPRT | Copart INC | -0.1% | +4.85% | Add |
| 27 | SMIN | Ishares Msci India Small-cap | -0.2% | +6.67% | Add |
| 28 | ARE | Alexandria Real Estate Equit | -0.2% | -8.65% | Trim |
| 29 | KNSL | Kinsale Capital Group INC | -0.2% | +2.55% | Add |
| 30 | PGNY | Progyny INC | -0.3% | +3.99% | Add |
| 31 | EPI | Wisdomtree India Earnings | -0.3% | +4.51% | Add |
| 32 | TECK | Teck Resources Ltd-cls B | -0.3% | -16.51% | Trim |
| 33 | AMZN | Amazon.com INC | -0.3% | -2.75% | Trim |
| 34 | FSLR | First Solar INC | -0.5% | -1.19% | Trim |
| 35 | CAVA | Cava Group INC | -0.6% | -44.73% | Trim |
| 36 | PUBM | Pubmatic Inc-class A | -0.6% | -85.90% | Trim |
| 37 | GOOG | Alphabet Inc-cl C | -0.7% | -19.71% | Trim |
| 38 | DIS | Walt Disney Co/the | -0.9% | -25.26% | Trim |
| 39 | LULU | Lululemon Athletica INC | -1.1% | -10.23% | Trim |
| 40 | FCX | Freeport-mcmoran INC | -1.2% | -45.69% | Trim |
| 41 | USFR | Wisdomtree Floating Rate Tre | -1.7% | -17.26% | Trim |
| 42 | ALB | Albemarle CORP | -2% | -72.97% | Trim |
| 43 | BMY | Bristol-myers Squibb Co | — | NEW | New buy |
| 44 | SFM | Sprouts Farmers Market INC | — | NEW | New buy |
| 45 | CALM | Cal-maine Foods INC | — | NEW | New buy |
| 46 | CAT | Caterpillar INC | — | EXIT | Sold out |
| 47 | DE | Deere & Co | — | EXIT | Sold out |
| 48 | AES | Aes CORP | — | EXIT | Sold out |
| 49 | MSFT | Microsoft CORP | — | EXIT | Sold out |
| 50 | SHEL | Shell Plc-adr | — | EXIT | Sold out |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-13 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-01-06 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-10-20 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-09 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-04-09 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-01-13 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-10-08 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-07-09 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-04-04 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-01-05 | 13F-HR | View on EDGAR |
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