LF
Leibman Financial Services, Inc. Institutional Portfolio & 13F Holdings (Q3 2026)
Leibman Financial Services, Inc.CIK: 0002006661
Diversified strategyMomentum followerQuality / disciplined sizing
Total reported value
$145.0M
Reporting period: 2026-09-30 · Number of holdings: 45
Leibman Financial Services, Inc. disclosed 45 holdings in its latest 13F filing for the period ending 2026-09-30, with total reported value of $145.0M and a quarterly turnover rate of 30.4%.
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Personality snowflake
- Concentration
- 14.08
- Portfolio Stability
- 30.44
- Momentum
- 100
- Sector conviction
- 40.89
- Diversification
- 90
- Sizing Uniformity
- 92.27
Leibman Financial Services, Inc.'s disclosed holdings carry a Herfindahl concentration index of 0.035 — mathematically equivalent to about 28 equally-sized positions, close to its 45 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 0.77), 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.
Sector classification currently covers about 67% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govSold out AMGN
Sold out SMIN
Trim USFR
-19.7% -$3.9M
Sold out TGT
New buy GEHC
New buy GMED
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 11.01% | -2.19% | -19.66% | |
| 2 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 4.71% | +0.97% | +14.24% | |
| 3 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 4.63% | +1.17% | +32.23% | |
| 4 | EPI | Wisdomtree India Earnings | ETF-Other | 4.26% | +0.16% | +5.27% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.05% | +0.81% | +20.80% | |
| 6 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 3.72% | +1.08% | +25.26% | |
| 7 | TECK | Teck Resources Ltd-cls B | Stock-Materials | 3.11% | +0.31% | -3.30% | |
| 8 | ILF | Ishares Latin America 40 ETF | ETF-Other | 3.03% | +1.42% | +77.54% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.99% | +0.19% | -1.45% | |
| 10 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.78% | +1.22% | +76.37% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.72% | +0.40% | -1.86% | |
| 12 | KNSL | Kinsale Capital Group Inc | Stock-Financials | 2.59% | +0.16% | +5.06% | |
| 13 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 2.42% | +0.23% | +4.48% | |
| 14 | TMUS | T-mobile US Inc | Stock-Comm Services | 2.39% | +0.15% | +5.74% | |
| 15 | SFM | Sprouts Farmers Market Inc | Stock-Consumer Staples | 2.37% | -0.54% | +0.02% | |
| 16 | DUOL | Duolingo | Stock-Tech | 2.36% | +0.51% | -0.77% | |
| 17 | SE | Sea Ltd-adr | Stock-Comm Services | 2.18% | -0.61% | -25.83% | |
| 18 | EMBJ | Embraer Sa-spon Adr | Stock-Industrials | 2.11% | +0.41% | +1.10% | |
| 19 | FSLR | First Solar Inc | Stock-Tech | 2.07% | +0.25% | +47.68% | |
| 20 | URI | United Rentals Inc | Stock-Industrials | 2.00% | -0.29% | -4.83% | |
| 21 | PLD | Prologis Inc | Stock-Real Estate | 1.82% | -0.01% | -0.15% | |
| 22 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.76% | +0.15% | +203.47% | |
| 23 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 1.75% | +0.21% | +16.26% | |
| 24 | ARE | Alexandria Real Estate Equit | Stock-Real Estate | 1.69% | -0.10% | +1.67% | |
| 25 | GEHC | GE Healthcare Technology | Stock-Healthcare | 1.69% | +1.69% | NEW | |
| 26 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.65% | +0.21% | +0.78% | |
| 27 | CALM | Cal-maine Foods Inc | Stock-Consumer Staples | 1.64% | -0.23% | +0.06% | |
| 28 | GMED | Globus Medical Inc - A | Stock-Healthcare | 1.64% | +1.64% | NEW | |
| 29 | OC | Owens Corning | Stock-Industrials | 1.61% | -0.57% | -3.16% | |
| 30 | CPRT | Copart Inc | Stock-Industrials | 1.53% | +0.24% | +18.49% | |
| 31 | PINS | Pinterest Inc- Class A | Stock-Comm Services | 1.50% | -0.10% | +0.62% | |
| 32 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 1.48% | -0.40% | -0.70% | |
| 33 | ALB | Albemarle CORP | Stock-Materials | 1.47% | +0.73% | +144.16% | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.46% | -1.51% | -50.82% | |
| 35 | CPNG | Coupang Inc | Stock-Consumer Disc | 1.44% | +0.02% | +22.25% | |
| 36 | SMPL | Simply Good Foods Co/the | Stock-Other | 1.43% | -0.36% | +7.57% | |
| 37 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.42% | -0.07% | -4.14% | |
| 38 | GRAB | Grab Holdings Limited | Stock-Tech | 1.36% | -0.11% | +8.12% | |
| 39 | NXT | Nextpower Inc-cl A | Stock-Tech | 1.35% | +0.42% | +112.70% | |
| 40 | DDOG | Datadog Inc - Class A | Stock-Tech | 1.11% | -0.43% | -33.52% | |
| 41 | TTAN | Servicetitan Inc-a | Stock-Tech | 0.69% | +0.69% | NEW | |
| 42 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.36% | +0.01% | -9.23% | |
| 43 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.36% | +0.04% | +7.56% | |
| 44 | DE | Deere & Co | Stock-Industrials | 0.15% | +0.01% | — | |
| 45 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.14% | -0.04% | -12.08% |
Portfolio Performance
Performance for Q4 2026
-3.7%
Performance Last 4 Quarters
+7.6%
- Stdev
- +12.4%
- Beta
- +0.89
- Alpha
- -7.1%
- Max Drawdown
- -15.1%
- Annualized Perf
- +8.5%
- Batting Avg vs S&P
- +40.6%
- Sortino
- +1.13
- Stutzer
- +0.21
- Treynor
- +0.1
- Sterling
- +0.42
- Calmar
- +0.57
- Information Ratio
- -1.36
- Tracking Error
- +6.7%
- Stdev Down
- +7.9%
- Winning Months %
- +68.8%
- Losing Months %
- +31.3%
- Best 12 Months
- +33.4%
- Worst 12 Months
- -5.6%
- Efficiency Ratio
- +0.25
- Sharpe
- +0.72
- Stdev Sectors
- +5.3%
- Skewness
- -0.36
- Kurtosis
- -0.71
- Upside Potential
- +2.88
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Holding changes this quarter
Leibman Financial Services, Inc.'s most significant position changes for 2026-09-30: Sold out: Amgen Inc (AMGN); Sold out: Ishares Msci India Small-cap (SMIN); Sold out: Target CORP (TGT); New buy: GE Healthcare Technology (GEHC); New buy: Globus Medical Inc - A (GMED).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GEHC | GE Healthcare Technology | +1.7% | NEW | New buy |
| 2 | GMED | Globus Medical Inc - A | +1.6% | NEW | New buy |
| 3 | ILF | Ishares Latin America 40 ETF | +1.4% | +77.54% | Add |
| 4 | COST | Costco Wholesale CORP | +1.2% | +76.37% | Add |
| 5 | DGS | Wisdomtree Em Small Cap | +1.2% | +32.23% | Add |
| 6 | BMY | Bristol-myers Squibb Co | +1.1% | +25.26% | Add |
| 7 | AVDV | Avantis Intl S/c Value ETF | +1% | +14.24% | Add |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | +0.8% | +20.80% | Add |
| 9 | ALB | Albemarle CORP | +0.7% | +144.16% | Add |
| 10 | TTAN | Servicetitan Inc-a | +0.7% | NEW | New buy |
| 11 | DUOL | Duolingo | +0.5% | -0.77% | Trim |
| 12 | NXT | Nextpower Inc-cl A | +0.4% | +112.70% | Add |
| 13 | EMBJ | Embraer Sa-spon Adr | +0.4% | +1.10% | Add |
| 14 | AAPL | Apple Inc | +0.4% | -1.86% | Trim |
| 15 | TECK | Teck Resources Ltd-cls B | +0.3% | -3.30% | Trim |
| 16 | FSLR | First Solar Inc | +0.3% | +47.68% | Add |
| 17 | CPRT | Copart Inc | +0.2% | +18.49% | Add |
| 18 | MELI | Mercadolibre Inc | +0.2% | +4.48% | Add |
| 19 | CMG | Chipotle Mexican Grill Inc | +0.2% | +16.26% | Add |
| 20 | DIS | Walt Disney Co/the | +0.2% | +0.78% | Add |
| 21 | AMZN | Amazon.com Inc | +0.2% | -1.45% | Trim |
| 22 | KNSL | Kinsale Capital Group Inc | +0.2% | +5.06% | Add |
| 23 | EPI | Wisdomtree India Earnings | +0.2% | +5.27% | Add |
| 24 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | +203.47% | Add |
| 25 | TMUS | T-mobile US Inc | +0.2% | +5.74% | Add |
| 26 | SHV | Ishares 0-1 Year Treasury Bo | 0% | +7.56% | Add |
| 27 | CPNG | Coupang Inc | 0% | +22.25% | Add |
| 28 | DE | Deere & Co | 0% | — | Unchanged |
| 29 | FCX | Freeport-mcmoran Inc | 0% | -9.23% | Trim |
| 30 | PLD | Prologis Inc | 0% | -0.15% | Trim |
| 31 | LOW | Lowe's Cos Inc | 0% | -12.08% | Trim |
| 32 | TSM | Taiwan Semiconductor-sp Adr | -0.1% | -4.14% | Trim |
| 33 | ARE | Alexandria Real Estate Equit | -0.1% | +1.67% | Add |
| 34 | PINS | Pinterest Inc- Class A | -0.1% | +0.62% | Add |
| 35 | GRAB | Grab Holdings Limited | -0.1% | +8.12% | Add |
| 36 | CALM | Cal-maine Foods Inc | -0.2% | +0.06% | Add |
| 37 | URI | United Rentals Inc | -0.3% | -4.83% | Trim |
| 38 | SMPL | Simply Good Foods Co/the | -0.4% | +7.57% | Add |
| 39 | CASY | Casey's General Stores Inc | -0.4% | -0.70% | Trim |
| 40 | DDOG | Datadog Inc - Class A | -0.4% | -33.52% | Trim |
| 41 | SFM | Sprouts Farmers Market Inc | -0.5% | +0.02% | Add |
| 42 | OC | Owens Corning | -0.6% | -3.16% | Trim |
| 43 | SE | Sea Ltd-adr | -0.6% | -25.83% | Trim |
| 44 | ENPH | Enphase Energy Inc | -0.8% | EXIT | Sold out |
| 45 | GOOG | Alphabet Inc-cl C | -1.5% | -50.82% | Trim |
| 46 | TGT | Target CORP | -1.8% | EXIT | Sold out |
| 47 | USFR | Wisdomtree Floating Rate Tre | -2.2% | -19.66% | Trim |
| 48 | SMIN | Ishares Msci India Small-cap | -2.6% | EXIT | Sold out |
| 49 | AMGN | Amgen Inc | -2.8% | EXIT | Sold out |
Filing History
FAQ
What is Leibman Financial Services, Inc. and what type of investor is it?
Leibman Financial Services, Inc. is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-09-30), the firm manages a tracked equity portfolio valued at approximately $145.0M, spread across 45 disclosed positions.
What are Leibman Financial Services, Inc.'s largest equity positions?
Based on the latest 13F filing, Leibman Financial Services, Inc.'s top holdings by market value are:
1. Wisdomtree Floating Rate Tre (USFR) — $16.0M (11.0%)
2. Avantis Intl S/c Value ETF (AVDV) — $6.8M (4.7%)
3. Wisdomtree Em Small Cap (DGS) — $6.7M (4.6%)
4. Wisdomtree India Earnings (EPI) — $6.2M (4.3%)
5. Berkshire Hathaway Inc-cl B (BRK-B) — $5.9M (4.0%)
What changes did Leibman Financial Services, Inc. make in its most recent portfolio filing?
In the latest reported quarter, Leibman Financial Services, Inc. made 48 notable position adjustments: 3 new positions were initiated, 26 existing holdings were added to, 15 positions were partially reduced, and 4 were completely exited. The largest of these moves: Sold out: Amgen Inc (AMGN); Sold out: Ishares Msci India Small-cap (SMIN); Sold out: Target CORP (TGT); New buy: GE Healthcare Technology (GEHC); New buy: Globus Medical Inc - A (GMED)
What sectors does Leibman Financial Services, Inc. focus on?
Leibman Financial Services, Inc. is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 22.3%
• Consumer Discretionary: 15.4%
• Communication Services: 13.8%
• Industrials: 11.1%
• Health Care: 10.6%
• Consumer Staples: 10.2%
Investment Profile
Leibman Financial Services, Inc. returned an annualized 8.5% over the trailing 32 months — underperforming the S&P 500 by 7.1 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.89 (less volatile than the market) and a 41% quarterly batting average against the index.
Its portfolio is broadly diversified and moderately active.
Its turnover score has fallen from 50 to 30 over the past 4 quarters — a shift toward longer holding periods.
It has added to its COST position over the past two quarters (+$2.7M, now $4.0M), while trimming LOW over the same stretch (-$2.2M, still holding $203.9K).
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Developer Access
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