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CIK: 0002006661
Total reported value
$145.0M
$145.0M
57 檔
21.8%
As reported in its official Q3 2024 Form 13F filing, Leibman Financial Services, Inc.'s tracked investment portfolio stood at $145.0M with 57 total positions.
During Q3 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 | 6.87% | -2.19% | +11.64% | |
| 2 | URI | United Rentals Inc | Stock-Industrials | 4.08% | -0.29% | -19.61% | |
| 3 | DE | Deere & Co | Stock-Industrials | 3.96% | +0.01% | -0.21% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.76% | +0.81% | -0.18% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.69% | +0.40% | -3.83% | |
| 6 | TECK | Teck Resources Ltd-cls B | Stock-Materials | 3.58% | +0.31% | +0.66% | |
| 7 | EPI | Wisdomtree India Earnings | ETF-Other | 3.56% | +0.16% | +18.01% | |
| 8 | FCX | Freeport-McMoRan Inc. | Stock-Materials | 3.33% | — | +3.62% | |
| 9 | LUV | Southwest Airlines Co | Stock-Industrials | 3.31% | — | +2.34% | |
| 10 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 3.20% | -0.07% | -13.11% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.13% | -1.51% | +0.69% | |
| 12 | DIS | Walt Disney Co/the | Stock-Comm Services | 3.06% | +0.21% | +18.21% | |
| 13 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 3.02% | -0.04% | +0.80% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 2.99% | — | +0.52% | |
| 15 | ARE | Alexandria Real Estate Equit | Stock-Real Estate | 2.88% | -0.10% | +40.33% | |
| 16 | AMGN | Amgen Inc | Stock-Healthcare | 2.74% | -2.78% | EXIT | |
| 17 | FSLR | First Solar Inc | Stock-Tech | 2.64% | +0.25% | -15.77% | |
| 18 | TMUS | T-mobile US Inc | Stock-Comm Services | 2.39% | +0.15% | -0.63% | |
| 19 | MTH | Meritage Homes CORP | Stock-Consumer Disc | 2.32% | — | -7.42% | |
| 20 | MGA | Magna International Inc | Stock-Consumer Disc | 2.32% | — | +30.64% | |
| 21 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 2.29% | — | -16.34% | |
| 22 | AMAT | Applied Materials Inc | Stock-Tech | 2.15% | — | -3.76% | |
| 23 | GPC | Genuine Parts Co | Stock-Consumer Disc | 2.10% | — | — | |
| 24 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.08% | — | — | |
| 25 | SMIN | Ishares Msci India Small-cap | ETF-Other | 2.07% | -2.55% | EXIT | |
| 26 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 2.05% | — | — | |
| 27 | CVX | Chevron CORP | Stock-Energy | 1.98% | — | +4.91% | |
| 28 | ALB | Albemarle CORP | Stock-Materials | 1.74% | +0.73% | +69.19% | |
| 29 | KNSL | Kinsale Capital Group Inc | Stock-Financials | 1.51% | +0.16% | +0.53% | |
| 30 | DDOG | Datadog Inc - Class A | Stock-Tech | 1.49% | -0.43% | +2.20% | |
| 31 | ENPH | Enphase Energy Inc | Stock-Tech | 1.47% | -0.78% | EXIT | |
| 32 | P | Everpure Inc-a | Stock-Tech | 1.45% | — | -2.16% | |
| 33 | PLD | Prologis Inc | Stock-Real Estate | 1.34% | -0.01% | — | |
| 34 | ✓ | Arcadium Lithium PLC | Stock-Other | 1.22% | — | +56.28% | |
| 35 | ROK | Rockwell Automation Inc | Stock-Industrials | 0.89% | — | — | |
| 36 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.81% | +0.04% | -3.40% | |
| 37 | PINS | Pinterest Inc- Class A | Stock-Comm Services | 0.73% | -0.10% | +1.17% | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.62% | — | -2.55% | |
| 39 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.60% | +0.15% | +6.70% | |
| 40 | PUBM | Pubmatic Inc-class A | Stock-Other | 0.51% | — | +19.42% | |
| 41 | UNP | Union Pacific CORP | Stock-Industrials | 0.47% | — | — | |
| 42 | SHEL | Shell Plc-adr | Stock-Energy | 0.39% | — | -5.96% | |
| 43 | PGNY | Progyny Inc | Stock-Other | 0.38% | — | +27.40% | |
| 44 | RTX | Rtx CORP | Stock-Industrials | 0.33% | — | — | |
| 45 | INDA | Ishares Msci India ETF | ETF-Other | 0.32% | — | -3.20% | |
| 46 | PFE | Pfizer Inc | Stock-Healthcare | 0.22% | — | -90.66% | |
| 47 | CARR | Carrier Global CORP | Stock-Industrials | 0.21% | — | — | |
| 48 | CVS | Cvs Health CORP | Stock-Healthcare | 0.21% | — | -21.95% | |
| 49 | NUE | Nucor CORP | Stock-Materials | 0.21% | — | -0.50% | |
| 50 | CAT | Caterpillar Inc | Stock-Industrials | 0.21% | — | — |
According to official SEC Form 13F filings, Leibman Financial Services, Inc. reported a total U.S. public equity portfolio value of $145.0M across 57 disclosed positions in Q3 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including USFR, URI, DE) accounted for 21.8% of total reported equity market value during Q3 2024.
During Q3 2024, Leibman Financial Services, Inc.'s top holdings by market value included USFR (6.9%)、URI (4.1%)、DE (4.0%). The largest single position, USFR, represented 6.9% of total portfolio value.
In Q3 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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