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CIK: 0002006661
Total reported value
$145.0M
$145.0M
53 檔
20.9%
According to the latest 13F quarterly dataset, Leibman Financial Services, Inc. managed an equity portfolio of $145.0M at the end of Q1 2024, spanning 53 distinct U.S. exchange-listed positions.
During Q1 2024, Leibman Financial Services, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 6.98% | -2.19% | +25.93% | |
| 2 | URI | United Rentals Inc | Stock-Industrials | 4.91% | -0.29% | -11.98% | |
| 3 | DE | Deere & Co | Stock-Industrials | 4.12% | +0.01% | +13.21% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.65% | +0.81% | +1.73% | |
| 5 | TECK | Teck Resources Ltd-cls B | Stock-Materials | 3.58% | +0.31% | +7.06% | |
| 6 | FCX | Freeport-McMoRan Inc. | Stock-Materials | 3.54% | — | -0.06% | |
| 7 | DIS | Walt Disney Co/the | Stock-Comm Services | 3.51% | +0.21% | -2.13% | |
| 8 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 3.44% | -0.07% | -4.36% | |
| 9 | AMAT | Applied Materials Inc | Stock-Tech | 3.27% | — | -13.34% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.19% | -1.51% | +0.01% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 3.15% | — | +0.93% | |
| 12 | LUV | Southwest Airlines Co | Stock-Industrials | 3.08% | — | -10.72% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 2.98% | +0.40% | +1.88% | |
| 14 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 2.97% | -0.04% | +3.24% | |
| 15 | EPI | Wisdomtree India Earnings | ETF-Other | 2.76% | +0.16% | +6.31% | |
| 16 | ✓ | Tesla Inc | Stock-Other | 2.65% | — | +24.73% | |
| 17 | AMGN | Amgen Inc | Stock-Healthcare | 2.63% | -2.78% | EXIT | |
| 18 | P | Everpure Inc-a | Stock-Tech | 2.57% | — | -5.65% | |
| 19 | FSLR | First Solar Inc | Stock-Tech | 2.36% | +0.25% | +13.81% | |
| 20 | MGA | Magna International Inc | Stock-Consumer Disc | 2.33% | — | +7.57% | |
| 21 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 2.31% | — | +3.44% | |
| 22 | MTH | Meritage Homes CORP | Stock-Consumer Disc | 2.25% | — | +2.79% | |
| 23 | PFE | Pfizer Inc | Stock-Healthcare | 2.15% | — | +26.19% | |
| 24 | ARE | Alexandria Real Estate Equit | Stock-Real Estate | 2.11% | -0.10% | +4.28% | |
| 25 | CVX | Chevron CORP | Stock-Energy | 2.02% | — | +7.79% | |
| 26 | BA | Boeing Co/the | Stock-Industrials | 1.97% | — | +9.95% | |
| 27 | GM | General Motors Co | Stock-Consumer Disc | 1.74% | — | -34.85% | |
| 28 | KNSL | Kinsale Capital Group Inc | Stock-Financials | 1.74% | +0.16% | +1.92% | |
| 29 | DDOG | Datadog Inc - Class A | Stock-Tech | 1.66% | -0.43% | -4.75% | |
| 30 | ENPH | Enphase Energy Inc | Stock-Tech | 1.65% | -0.78% | EXIT | |
| 31 | SHEL | Shell Plc-adr | Stock-Energy | 1.63% | — | -0.37% | |
| 32 | ALB | Albemarle CORP | Stock-Materials | 1.38% | +0.73% | +7.71% | |
| 33 | SMIN | Ishares Msci India Small-cap | ETF-Other | 1.19% | -2.55% | EXIT | |
| 34 | ROK | Rockwell Automation Inc | Stock-Industrials | 1.04% | — | — | |
| 35 | ✓ | Arcadium Lithium PLC | Stock-Other | 0.99% | — | — | |
| 36 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.94% | +0.04% | -1.70% | |
| 37 | PINS | Pinterest Inc- Class A | Stock-Comm Services | 0.83% | -0.10% | -6.33% | |
| 38 | OLED | Universal Display CORP | Stock-Tech | 0.70% | — | -3.01% | |
| 39 | WMT | Walmart Inc | Stock-Consumer Staples | 0.52% | — | +200.03% | |
| 40 | UNP | Union Pacific CORP | Stock-Industrials | 0.51% | — | — | |
| 41 | CVS | Cvs Health CORP | Stock-Healthcare | 0.41% | — | -4.51% | |
| 42 | INDA | Ishares Msci India ETF | ETF-Other | 0.34% | — | — | |
| 43 | NUE | Nucor CORP | Stock-Materials | 0.30% | — | — | |
| 44 | RXT | Rackspace Technology Inc | Stock-Other | 0.29% | — | — | |
| 45 | INTC | Intel CORP | Stock-Tech | 0.23% | — | -0.99% | |
| 46 | KR | Kroger Co | Stock-Consumer Staples | 0.22% | — | -1.36% | |
| 47 | CAT | Caterpillar Inc | Stock-Industrials | 0.21% | — | — | |
| 48 | SWKS | Skyworks Solutions Inc | Stock-Tech | 0.19% | — | — | |
| 49 | RS | Reliance Inc | Stock-Materials | 0.18% | — | — | |
| 50 | FEZ | State Street Spdr Euro Stoxx | ETF-Other | 0.17% | — | — |
According to official SEC Form 13F filings, Leibman Financial Services, Inc. reported a total U.S. public equity portfolio value of $145.0M across 53 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including USFR, URI, DE) accounted for 20.9% of total reported equity market value during Q1 2024.
During Q1 2024, Leibman Financial Services, Inc.'s top holdings by market value included USFR (7.0%)、URI (4.9%)、DE (4.1%). The largest single position, USFR, represented 7.0% of total portfolio value.
In Q1 2024, Leibman Financial Services, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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