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CIK: 0002006661
Total reported value
$145.0M
$145.0M
55 檔
22.8%
At the close of Q4 2024, Leibman Financial Services, Inc. disclosed equity holdings valued at approximately $145.0M, spread across 55 reported holdings.
During Q4 2024, Leibman Financial Services, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including USFR, EPI, TSM) accounted for 22.8% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 9.22% | -2.19% | +30.14% | |
| 2 | EPI | Wisdomtree India Earnings | ETF-Other | 4.02% | +0.16% | +22.41% | |
| 3 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 3.65% | -0.07% | -2.45% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.65% | +0.81% | -4.30% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.54% | -1.51% | -3.71% | |
| 6 | URI | United Rentals Inc | Stock-Industrials | 3.34% | -0.29% | -8.63% | |
| 7 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 3.17% | — | +6.25% | |
| 8 | ARE | Alexandria Real Estate Equit | Stock-Real Estate | 2.96% | -0.10% | +21.37% | |
| 9 | TECK | Teck Resources Ltd-cls B | Stock-Materials | 2.90% | +0.31% | +1.32% | |
| 10 | FCX | Freeport-McMoRan Inc. | Stock-Materials | 2.80% | — | +7.04% | |
| 11 | LUV | Southwest Airlines Co | Stock-Industrials | 2.70% | — | -30.21% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.63% | +0.40% | -35.55% | |
| 13 | DIS | Walt Disney Co/the | Stock-Comm Services | 2.56% | +0.21% | -29.78% | |
| 14 | ALB | Albemarle CORP | Stock-Materials | 2.45% | +0.73% | +50.50% | |
| 15 | AMGN | Amgen Inc | Stock-Healthcare | 2.43% | -2.78% | EXIT | |
| 16 | TMUS | T-mobile US Inc | Stock-Comm Services | 2.33% | +0.15% | -11.50% | |
| 17 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 2.26% | — | -10.37% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 2.26% | — | -25.11% | |
| 19 | FSLR | First Solar Inc | Stock-Tech | 2.22% | +0.25% | +15.17% | |
| 20 | DE | Deere & Co | Stock-Industrials | 2.19% | +0.01% | -47.09% | |
| 21 | GPC | Genuine Parts Co | Stock-Consumer Disc | 2.17% | — | +20.16% | |
| 22 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 2.15% | -0.04% | -23.89% | |
| 23 | SMIN | Ishares Msci India Small-cap | ETF-Other | 2.11% | -2.55% | EXIT | |
| 24 | CVX | Chevron CORP | Stock-Energy | 1.95% | — | -2.61% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.86% | +0.19% | — | |
| 26 | AMAT | Applied Materials Inc | Stock-Tech | 1.81% | — | +1.67% | |
| 27 | P | Everpure Inc-a | Stock-Tech | 1.81% | — | -1.07% | |
| 28 | AES | Aes CORP | Stock-Utilities | 1.73% | — | — | |
| 29 | DDOG | Datadog Inc - Class A | Stock-Tech | 1.72% | -0.43% | -9.66% | |
| 30 | TGT | Target CORP | Stock-Consumer Disc | 1.66% | -1.81% | EXIT | |
| 31 | KNSL | Kinsale Capital Group Inc | Stock-Financials | 1.55% | +0.16% | -0.11% | |
| 32 | DG | Dollar General CORP | Stock-Consumer Staples | 1.47% | — | — | |
| 33 | ENPH | Enphase Energy Inc | Stock-Tech | 1.46% | -0.78% | EXIT | |
| 34 | PLD | Prologis Inc | Stock-Real Estate | 1.45% | -0.01% | +25.58% | |
| 35 | PINS | Pinterest Inc- Class A | Stock-Comm Services | 1.36% | -0.10% | +102.22% | |
| 36 | MTH | Meritage Homes CORP | Stock-Consumer Disc | 1.33% | — | -25.72% | |
| 37 | ✓ | Tesla Inc | Stock-Other | 1.24% | — | — | |
| 38 | ROK | Rockwell Automation Inc | Stock-Industrials | 0.97% | — | — | |
| 39 | PGNY | Progyny Inc | Stock-Other | 0.80% | — | +100.74% | |
| 40 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.80% | +0.15% | +6.38% | |
| 41 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.78% | +0.04% | -6.93% | |
| 42 | GRAB | Grab Holdings Limited | Stock-Tech | 0.68% | -0.11% | — | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.66% | — | -8.55% | |
| 44 | PUBM | Pubmatic Inc-class A | Stock-Other | 0.61% | — | +16.99% | |
| 45 | UNP | Union Pacific CORP | Stock-Industrials | 0.45% | — | — | |
| 46 | SHEL | Shell Plc-adr | Stock-Energy | 0.36% | — | -4.49% | |
| 47 | RXT | Rackspace Technology Inc | Stock-Other | 0.32% | — | — | |
| 48 | MGA | Magna International Inc | Stock-Consumer Disc | 0.24% | — | -90.34% | |
| 49 | CAT | Caterpillar Inc | Stock-Industrials | 0.20% | — | +3.49% | |
| 50 | INDA | Ishares Msci India ETF | ETF-Other | 0.20% | — | -31.07% |
According to official SEC Form 13F filings, Leibman Financial Services, Inc. reported a total U.S. public equity portfolio value of $145.0M across 55 disclosed positions in Q4 2024.
During Q4 2024, Leibman Financial Services, Inc.'s top holdings by market value included USFR (9.2%)、EPI (4.0%)、TSM (3.6%). The largest single position, USFR, represented 9.2% of total portfolio value.
In Q4 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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