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CIK: 0002006661
Total reported value
$145.0M
$145.0M
53 檔
23.5%
During the Q1 2025 filing period, Leibman Financial Services, Inc. (CIK: 0002006661) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $145.0M across 53 reported positions.
During Q1 2025, 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 | 11.39% | -2.19% | +15.95% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.43% | +0.81% | -3.07% | |
| 3 | EPI | Wisdomtree India Earnings | ETF-Other | 4.26% | +0.16% | +2.91% | |
| 4 | URI | United Rentals Inc | Stock-Industrials | 3.22% | -0.29% | +1.54% | |
| 5 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 3.21% | -0.07% | -1.89% | |
| 6 | FCX | Freeport-mcmoran Inc | Stock-Materials | 3.09% | +0.01% | — | |
| 7 | ARE | Alexandria Real Estate Equit | Stock-Real Estate | 3.04% | -0.10% | +1.57% | |
| 8 | AMGN | Amgen Inc | Stock-Healthcare | 3.02% | -2.78% | EXIT | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.01% | -1.51% | -2.61% | |
| 10 | TMUS | T-mobile US Inc | Stock-Comm Services | 2.98% | +0.15% | -0.59% | |
| 11 | AES | Aes CORP | Stock-Utilities | 2.96% | — | +65.93% | |
| 12 | TECK | Teck Resources Ltd-cls B | Stock-Materials | 2.81% | +0.31% | +1.09% | |
| 13 | CVX | Chevron CORP | Stock-Energy | 2.55% | — | +5.99% | |
| 14 | DE | Deere & Co | Stock-Industrials | 2.50% | +0.01% | -3.37% | |
| 15 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 2.49% | — | -0.44% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 2.48% | +0.40% | -0.29% | |
| 17 | SMIN | Ishares Msci India Small-cap | ETF-Other | 2.46% | -2.55% | EXIT | |
| 18 | DIS | Walt Disney Co/the | Stock-Comm Services | 2.40% | +0.21% | -0.71% | |
| 19 | ALB | Albemarle CORP | Stock-Materials | 2.39% | +0.73% | +9.42% | |
| 20 | GPC | Genuine Parts Co | Stock-Consumer Disc | 2.38% | — | +0.74% | |
| 21 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 2.16% | -0.04% | -0.14% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 2.14% | — | +0.04% | |
| 23 | FSLR | First Solar Inc | Stock-Tech | 1.95% | +0.25% | +14.93% | |
| 24 | DG | Dollar General CORP | Stock-Consumer Staples | 1.87% | — | +2.99% | |
| 25 | KNSL | Kinsale Capital Group Inc | Stock-Financials | 1.76% | +0.16% | +2.06% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.75% | +0.19% | +1.70% | |
| 27 | AMAT | Applied Materials Inc | Stock-Tech | 1.73% | — | +0.27% | |
| 28 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 1.72% | — | +52.81% | |
| 29 | PLD | Prologis Inc | Stock-Real Estate | 1.63% | -0.01% | -0.06% | |
| 30 | ENPH | Enphase Energy Inc | Stock-Tech | 1.42% | -0.78% | EXIT | |
| 31 | TGT | Target CORP | Stock-Consumer Disc | 1.37% | -1.81% | EXIT | |
| 32 | P | Everpure Inc-a | Stock-Tech | 1.32% | — | -4.95% | |
| 33 | MTH | Meritage Homes CORP | Stock-Consumer Disc | 1.32% | — | +101.32% | |
| 34 | DDOG | Datadog Inc - Class A | Stock-Tech | 1.29% | -0.43% | +1.50% | |
| 35 | PINS | Pinterest Inc- Class A | Stock-Comm Services | 1.26% | -0.10% | -18.35% | |
| 36 | ROK | Rockwell Automation Inc | Stock-Industrials | 0.94% | — | — | |
| 37 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.86% | +0.15% | -2.06% | |
| 38 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.83% | +0.04% | — | |
| 39 | PGNY | Progyny Inc | Stock-Other | 0.79% | — | -28.46% | |
| 40 | GRAB | Grab Holdings Limited | Stock-Tech | 0.71% | -0.11% | +1.68% | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.54% | — | -19.94% | |
| 42 | UNP | Union Pacific CORP | Stock-Industrials | 0.50% | — | — | |
| 43 | PUBM | Pubmatic Inc-class A | Stock-Other | 0.45% | — | +11.46% | |
| 44 | SHEL | Shell Plc-adr | Stock-Energy | 0.45% | — | -0.27% | |
| 45 | ✓ | Rtx Corporation | Stock-Other | 0.39% | — | — | |
| 46 | LUV | Southwest Airlines Co | Stock-Industrials | 0.36% | — | -87.40% | |
| 47 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.33% | — | — | |
| 48 | INDA | Ishares Msci India ETF | ETF-Other | 0.21% | — | — | |
| 49 | CAT | Caterpillar Inc | Stock-Industrials | 0.19% | — | -2.47% | |
| 50 | CARR | Carrier Global CORP | Stock-Industrials | 0.18% | — | — |
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 2025.
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In terms of portfolio concentration, the top 5 core holdings (including USFR, BRK-B, EPI) accounted for 23.5% of total reported equity market value during Q1 2025.
During Q1 2025, Leibman Financial Services, Inc.'s top holdings by market value included USFR (11.4%)、BRK-B (4.4%)、EPI (4.3%). The largest single position, USFR, represented 11.4% of total portfolio value.
In Q1 2025, 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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