LF
Leibman Financial Services, Inc. Institutional Portfolio & 13F Holdings (Q2 2026)
Leibman Financial Services, Inc.CIK: 0002006661
Diversified strategyQuality / disciplined sizingLong-term holder
Total reported value
$150.4M
Reporting period: 2026-06-30 · Number of holdings: 46
Leibman Financial Services, Inc. disclosed 46 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $150.4M and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 15.1
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 42.33
- Diversification
- 92
- Sizing Uniformity
- 91.32
Leibman Financial Services, Inc.'s disclosed holdings carry a Herfindahl concentration index of 0.038 — mathematically equivalent to about 26 equally-sized positions, well below its 46 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.87), 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 66% 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.govAdd USFR
+61.2% $7.5M
Sold out LULU
Sold out CAVA
New buy DUOL
Sold out TTD
Trim FCX
-83.5% -$2.4M
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 | 13.20% | +4.16% | +61.25% | |
| 2 | EPI | Wisdomtree India Earnings | ETF-Other | 4.10% | -0.03% | +4.54% | |
| 3 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 3.74% | -0.18% | +2.11% | |
| 4 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 3.46% | +0.48% | +18.94% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.24% | -0.07% | +3.58% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.97% | +0.89% | +28.50% | |
| 7 | SFM | Sprouts Farmers Market Inc | Stock-Consumer Staples | 2.91% | +0.05% | +2.44% | |
| 8 | TECK | Teck Resources Ltd-cls B | Stock-Materials | 2.80% | -0.34% | -14.37% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.80% | -0.04% | -4.79% | |
| 10 | SE | Sea Ltd-adr | Stock-Comm Services | 2.79% | +0.98% | +47.30% | |
| 11 | AMGN | Amgen Inc | Stock-Healthcare | 2.78% | -0.29% | -2.52% | |
| 12 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 2.64% | -0.34% | +3.14% | |
| 13 | SMIN | Ishares Msci India Small-cap | ETF-Other | 2.55% | +0.27% | +4.55% | |
| 14 | KNSL | Kinsale Capital Group Inc | Stock-Financials | 2.43% | — | +14.30% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 2.32% | +0.02% | -2.08% | |
| 16 | URI | United Rentals Inc | Stock-Industrials | 2.29% | +0.64% | -1.26% | |
| 17 | TMUS | T-mobile US Inc | Stock-Comm Services | 2.24% | -0.64% | +7.32% | |
| 18 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 2.19% | +0.11% | +18.28% | |
| 19 | OC | Owens Corning | Stock-Industrials | 2.18% | +0.59% | +3.56% | |
| 20 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 1.88% | -0.50% | -20.07% | |
| 21 | CALM | Cal-maine Foods Inc | Stock-Consumer Staples | 1.87% | -0.07% | +4.30% | |
| 22 | DUOL | Duolingo | Stock-Tech | 1.85% | +1.85% | NEW | |
| 23 | PLD | Prologis Inc | Stock-Real Estate | 1.83% | -0.16% | -0.71% | |
| 24 | FSLR | First Solar Inc | Stock-Tech | 1.82% | +0.21% | +4.40% | |
| 25 | TGT | Target CORP | Stock-Consumer Disc | 1.81% | -0.53% | -20.65% | |
| 26 | SMPL | Simply Good Foods Co/the | Stock-Other | 1.79% | +1.79% | NEW | |
| 27 | ARE | Alexandria Real Estate Equit | Stock-Real Estate | 1.79% | +0.26% | +12.85% | |
| 28 | EMBJ | Embraer Sa-spon Adr | Stock-Industrials | 1.70% | +1.70% | NEW | |
| 29 | ILF | Ishares Latin America 40 ETF | ETF-Other | 1.61% | -0.69% | -18.66% | |
| 30 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.61% | +0.67% | -3.26% | |
| 31 | PINS | Pinterest Inc- Class A | Stock-Comm Services | 1.60% | +0.35% | +23.43% | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.56% | +0.57% | +84.99% | |
| 33 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 1.54% | — | +4.62% | |
| 34 | DDOG | Datadog Inc - Class A | Stock-Tech | 1.54% | +0.75% | -2.91% | |
| 35 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.49% | +0.26% | -5.16% | |
| 36 | GRAB | Grab Holdings Limited | Stock-Tech | 1.47% | +0.11% | +15.95% | |
| 37 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.44% | -0.13% | +1.72% | |
| 38 | CPNG | Coupang Inc | Stock-Consumer Disc | 1.42% | -0.21% | +4.69% | |
| 39 | CPRT | Copart Inc | Stock-Industrials | 1.29% | -0.09% | +21.55% | |
| 40 | NXT | Nextpower Inc-cl A | Stock-Tech | 0.93% | -0.40% | -21.70% | |
| 41 | ENPH | Enphase Energy Inc | Stock-Tech | 0.78% | -0.14% | -27.79% | |
| 42 | ALB | Albemarle CORP | Stock-Materials | 0.74% | -0.32% | +2.66% | |
| 43 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.35% | -1.81% | -83.50% | |
| 44 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.32% | -0.13% | -20.93% | |
| 45 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.18% | -1.58% | -87.61% | |
| 46 | DE | Deere & Co | Stock-Industrials | 0.14% | +0.14% | NEW |
Portfolio Performance
Performance for Q3 2026
+0.8%
Performance Last 4 Quarters
+20.3%
- Stdev
- +12.1%
- Beta
- +0.87
- Alpha
- -4.4%
- Max Drawdown
- -15.1%
- Annualized Perf
- +11.5%
- Batting Avg vs S&P
- +43.3%
- Sortino
- +1.57
- Stutzer
- +0.28
- Treynor
- +0.13
- Sterling
- +0.56
- Calmar
- +0.77
- Information Ratio
- -1.09
- Tracking Error
- +6.2%
- Stdev Down
- +7.4%
- Winning Months %
- +70%
- Losing Months %
- +30%
- Best 12 Months
- +33.4%
- Worst 12 Months
- -5.6%
- Efficiency Ratio
- +0.34
- Sharpe
- +0.96
- Stdev Sectors
- +5.8%
- Skewness
- -0.41
- Kurtosis
- -0.63
- Upside Potential
- +3.27
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 2026-06-30: Sold out: Lululemon Athletica Inc (LULU); Sold out: Cava Group Inc (CAVA); New buy: Duolingo (DUOL); New buy: Simply Good Foods Co/the (SMPL); New buy: Embraer Sa-spon Adr (EMBJ).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | USFR | Wisdomtree Floating Rate Tre | +4.2% | +61.25% | Add |
| 2 | DUOL | Duolingo | +1.9% | NEW | New buy |
| 3 | SMPL | Simply Good Foods Co/the | +1.8% | NEW | New buy |
| 4 | EMBJ | Embraer Sa-spon Adr | +1.7% | NEW | New buy |
| 5 | SE | Sea Ltd-adr | +1% | +47.30% | Add |
| 6 | GOOG | Alphabet Inc-cl C | +0.9% | +28.50% | Add |
| 7 | DDOG | Datadog Inc - Class A | +0.8% | -2.91% | Trim |
| 8 | CRWD | Crowdstrike Holdings Inc - A | +0.7% | -3.26% | Trim |
| 9 | URI | United Rentals Inc | +0.6% | -1.26% | Trim |
| 10 | OC | Owens Corning | +0.6% | +3.56% | Add |
| 11 | COST | Costco Wholesale CORP | +0.6% | +84.99% | Add |
| 12 | DGS | Wisdomtree Em Small Cap | +0.5% | +18.94% | Add |
| 13 | PINS | Pinterest Inc- Class A | +0.4% | +23.43% | Add |
| 14 | SMIN | Ishares Msci India Small-cap | +0.3% | +4.55% | Add |
| 15 | ARE | Alexandria Real Estate Equit | +0.3% | +12.85% | Add |
| 16 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | -5.16% | Trim |
| 17 | FSLR | First Solar Inc | +0.2% | +4.40% | Add |
| 18 | DE | Deere & Co | +0.1% | NEW | New buy |
| 19 | MELI | Mercadolibre Inc | +0.1% | +18.28% | Add |
| 20 | GRAB | Grab Holdings Limited | +0.1% | +15.95% | Add |
| 21 | SFM | Sprouts Farmers Market Inc | +0.1% | +2.44% | Add |
| 22 | AAPL | Apple Inc | 0% | -2.08% | Trim |
| 23 | KNSL | Kinsale Capital Group Inc | — | +14.30% | Add |
| 24 | CMG | Chipotle Mexican Grill Inc | — | +4.62% | Add |
| 25 | EPI | Wisdomtree India Earnings | 0% | +4.54% | Add |
| 26 | AMZN | Amazon.com Inc | 0% | -4.79% | Trim |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | +3.58% | Add |
| 28 | CALM | Cal-maine Foods Inc | -0.1% | +4.30% | Add |
| 29 | CPRT | Copart Inc | -0.1% | +21.55% | Add |
| 30 | PUBM | Pubmatic Inc-class A | -0.1% | EXIT | Sold out |
| 31 | SHV | Ishares 0-1 Year Treasury Bo | -0.1% | -20.93% | Trim |
| 32 | DIS | Walt Disney Co/the | -0.1% | +1.72% | Add |
| 33 | ENPH | Enphase Energy Inc | -0.1% | -27.79% | Trim |
| 34 | PLD | Prologis Inc | -0.2% | -0.71% | Trim |
| 35 | UNP | Union Pacific CORP | -0.2% | EXIT | Sold out |
| 36 | AVDV | Avantis Intl S/c Value ETF | -0.2% | +2.11% | Add |
| 37 | CPNG | Coupang Inc | -0.2% | +4.69% | Add |
| 38 | AMGN | Amgen Inc | -0.3% | -2.52% | Trim |
| 39 | ALB | Albemarle CORP | -0.3% | +2.66% | Add |
| 40 | BMY | Bristol-myers Squibb Co | -0.3% | +3.14% | Add |
| 41 | TECK | Teck Resources Ltd-cls B | -0.3% | -14.37% | Trim |
| 42 | NXT | Nextpower Inc-cl A | -0.4% | -21.70% | Trim |
| 43 | CASY | Casey's General Stores Inc | -0.5% | -20.07% | Trim |
| 44 | TGT | Target CORP | -0.5% | -20.65% | Trim |
| 45 | PGNY | Progyny Inc | -0.6% | EXIT | Sold out |
| 46 | TMUS | T-mobile US Inc | -0.6% | +7.32% | Add |
| 47 | ILF | Ishares Latin America 40 ETF | -0.7% | -18.66% | Trim |
| 48 | STRL | Sterling Infrastructure Inc | -1% | EXIT | Sold out |
| 49 | LOW | Lowe's Cos Inc | -1.6% | -87.61% | Trim |
| 50 | TTD | Trade Desk Inc/the -class A | -1.8% | EXIT | Sold out |
1–50 of 53
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 (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $150.4M, spread across 46 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) — $19.9M (13.2%)
2. Wisdomtree India Earnings (EPI) — $6.2M (4.1%)
3. Avantis Intl S/c Value ETF (AVDV) — $5.6M (3.7%)
4. Wisdomtree Em Small Cap (DGS) — $5.2M (3.5%)
5. Berkshire Hathaway Inc-cl B (BRK-B) — $4.9M (3.2%)
What changes did Leibman Financial Services, Inc. make in its most recent portfolio filing?
In the latest reported quarter, Leibman Financial Services, Inc. made 53 notable position adjustments: 4 new positions were initiated, 25 existing holdings were added to, 17 positions were partially reduced, and 7 were completely exited. The largest of these moves: Sold out: Lululemon Athletica Inc (LULU); Sold out: Cava Group Inc (CAVA); New buy: Duolingo (DUOL); New buy: Simply Good Foods Co/the (SMPL); New buy: Embraer Sa-spon Adr (EMBJ)
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: 20.9%
• Consumer Discretionary: 17.9%
• Communication Services: 16.7%
• Industrials: 11.5%
• Consumer Staples: 9.6%
• Health Care: 8.2%
Investment Profile
Leibman Financial Services, Inc. returned an annualized 11.5% over the trailing 30 months — underperforming the S&P 500 by 4.4 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.87 (less volatile than the market) and a 43% quarterly batting average against the index.
Its portfolio is broadly diversified and long-term-holding.
It has added to its SE position over the past two quarters (+$2.5M, now $4.2M), while trimming FCX over the same stretch (-$4.2M, still holding $519.1K).
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Developer Access
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