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CIK: 0002006661
Total reported value
$145.0M
$145.0M
48 檔
25.4%
The Q3 2025 SEC filing reveals that Leibman Financial Services, Inc. held a total portfolio value of $145.0M, covering 48 public equity positions.
In Q3 2025, Leibman Financial Services, Inc. adopted a defensive or profit-taking posture, trimming 23 positions and completely liquidating 14 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 12.64% | -2.19% | +69.02% | |
| 2 | INDA | Ishares Msci India ETF | ETF-Other | 4.30% | — | +2521.78% | |
| 3 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 4.06% | +0.97% | +19.87% | |
| 4 | ARE | Alexandria Real Estate Equit | Stock-Real Estate | 3.55% | -0.10% | +26.12% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.45% | +0.81% | +0.30% | |
| 6 | URI | United Rentals Inc | Stock-Industrials | 3.43% | -0.29% | -12.66% | |
| 7 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 3.37% | -0.07% | -25.87% | |
| 8 | STRL | Sterling Infrastructure Inc | Stock-Industrials | 3.30% | — | -11.57% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 3.17% | +0.40% | +25.57% | |
| 10 | TECK | Teck Resources Ltd-cls B | Stock-Materials | 3.11% | +0.31% | -2.80% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.07% | +0.19% | -3.92% | |
| 12 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 3.00% | — | +89.81% | |
| 13 | AES | Aes CORP | Stock-Utilities | 2.71% | — | -13.11% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.67% | -1.51% | -34.43% | |
| 15 | TMUS | T-mobile US Inc | Stock-Comm Services | 2.66% | +0.15% | +1.69% | |
| 16 | FCX | Freeport-mcmoran Inc | Stock-Materials | 2.56% | +0.01% | -11.03% | |
| 17 | SMIN | Ishares Msci India Small-cap | ETF-Other | 2.54% | -2.55% | EXIT | |
| 18 | AMGN | Amgen Inc | Stock-Healthcare | 2.39% | -2.78% | EXIT | |
| 19 | FSLR | First Solar Inc | Stock-Tech | 2.30% | +0.25% | -50.01% | |
| 20 | DIS | Walt Disney Co/the | Stock-Comm Services | 2.25% | +0.21% | +2.89% | |
| 21 | ALB | Albemarle CORP | Stock-Materials | 1.99% | +0.73% | -33.78% | |
| 22 | AMAT | Applied Materials Inc | Stock-Tech | 1.91% | — | -15.62% | |
| 23 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.86% | -0.04% | -5.39% | |
| 24 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 1.71% | — | -3.73% | |
| 25 | PLD | Prologis Inc | Stock-Real Estate | 1.66% | -0.01% | -1.81% | |
| 26 | KNSL | Kinsale Capital Group Inc | Stock-Financials | 1.45% | +0.16% | +0.27% | |
| 27 | PINS | Pinterest Inc- Class A | Stock-Comm Services | 1.41% | -0.10% | +5.10% | |
| 28 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 1.33% | +0.21% | +4.36% | |
| 29 | TGT | Target CORP | Stock-Consumer Disc | 1.30% | -1.81% | EXIT | |
| 30 | P | Everpure Inc-a | Stock-Tech | 1.21% | — | -50.62% | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 1.19% | — | -51.19% | |
| 32 | CAVA | Cava Group Inc | Stock-Consumer Disc | 1.17% | — | +109.44% | |
| 33 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.16% | +0.15% | -3.23% | |
| 34 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 1.08% | -0.40% | -2.44% | |
| 35 | GRAB | Grab Holdings Limited | Stock-Tech | 1.02% | -0.11% | +0.97% | |
| 36 | NXT | Nextpower Inc-cl A | Stock-Tech | 0.98% | +0.42% | — | |
| 37 | DDOG | Datadog Inc - Class A | Stock-Tech | 0.93% | -0.43% | -52.97% | |
| 38 | SE | Sea Ltd-adr | Stock-Comm Services | 0.93% | -0.61% | — | |
| 39 | CPNG | Coupang Inc | Stock-Consumer Disc | 0.87% | +0.02% | — | |
| 40 | ENPH | Enphase Energy Inc | Stock-Tech | 0.82% | -0.78% | EXIT | |
| 41 | PGNY | Progyny Inc | Stock-Other | 0.75% | — | -0.08% | |
| 42 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.74% | +0.23% | — | |
| 43 | PUBM | Pubmatic Inc-class A | Stock-Other | 0.66% | — | +0.13% | |
| 44 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.49% | +0.04% | -19.45% | |
| 45 | DE | Deere & Co | Stock-Industrials | 0.31% | +0.01% | -20.04% | |
| 46 | UNP | Union Pacific CORP | Stock-Industrials | 0.17% | — | — | |
| 47 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.16% | — | -64.35% | |
| 48 | SHEL | Shell Plc-adr | Stock-Energy | 0.15% | — | -4.66% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | INDA | Ishares Msci India ETF | +4.1% | +2521.78% | Add |
| 2 | AMZN | Amazon.com Inc | +1.3% | -3.92% | Add |
| 3 | USFR | Wisdomtree Floating Rate Tre | +1.3% | +69.02% | Add |
| 4 | AAPL | Apple Inc | +0.7% | +25.57% | Add |
| 5 | ARE | Alexandria Real Estate Equit | +0.5% | +26.12% | Add |
| 6 | LULU | Lululemon Athletica Inc | +0.5% | +89.81% | Add |
| 7 | FSLR | First Solar Inc | +0.4% | -50.01% | Trim |
| 8 | GRAB | Grab Holdings Limited | +0.3% | +0.97% | Add |
| 9 | TECK | Teck Resources Ltd-cls B | +0.3% | -2.80% | Trim |
| 10 | CRWD | Crowdstrike Holdings Inc - A | +0.3% | -3.23% | Trim |
| 11 | URI | United Rentals Inc | +0.2% | -12.66% | Trim |
| 12 | PUBM | Pubmatic Inc-class A | +0.2% | +0.13% | Add |
| 13 | AMAT | Applied Materials Inc | +0.2% | -15.62% | Trim |
| 14 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | -25.87% | Trim |
| 15 | PINS | Pinterest Inc- Class A | +0.2% | +5.10% | Add |
| 16 | SMIN | Ishares Msci India Small-cap | +0.1% | -5.93% | Add |
| 17 | PLD | Prologis Inc | 0% | -1.81% | Add |
| 18 | TTD | Trade Desk Inc/the -class A | 0% | -3.73% | Add |
| 19 | PGNY | Progyny Inc | 0% | -0.08% | Add |
| 20 | TGT | Target CORP | -0.1% | +7.70% | Add |
| 21 | P | Everpure Inc-a | -0.1% | -50.62% | Trim |
| 22 | DIS | Walt Disney Co/the | -0.2% | +2.89% | Trim |
| 23 | TSLA | Tesla Inc | -0.2% | -64.35% | Trim |
| 24 | AES | Aes CORP | -0.3% | -13.11% | Trim |
| 25 | SHEL | Shell Plc-adr | -0.3% | -4.66% | Trim |
| 26 | LOW | Lowe's Cos Inc | -0.3% | -5.39% | Trim |
| 27 | KNSL | Kinsale Capital Group Inc | -0.3% | +0.27% | Trim |
| 28 | TMUS | T-mobile US Inc | -0.3% | +1.69% | Add |
| 29 | UNP | Union Pacific CORP | -0.3% | — | Trim |
| 30 | SHV | Ishares 0-1 Year Treasury Bo | -0.3% | -19.45% | Trim |
| 31 | GOOG | Alphabet Inc-cl C | -0.3% | -34.43% | Trim |
| 32 | DDOG | Datadog Inc - Class A | -0.4% | -52.97% | Trim |
| 33 | ALB | Albemarle CORP | -0.4% | -33.78% | Trim |
| 34 | FCX | Freeport-mcmoran Inc | -0.5% | -11.03% | Trim |
| 35 | ENPH | Enphase Energy Inc | -0.6% | +0.52% | Add |
| 36 | AMGN | Amgen Inc | -0.6% | +1.50% | Trim |
| 37 | MSFT | Microsoft CORP | -1% | -51.19% | Trim |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | -1% | +0.30% | Trim |
| 39 | DE | Deere & Co | -2.2% | -20.04% | Trim |
| 40 | EPI | Wisdomtree India Earnings | — | EXIT | Sold out |
| 41 | AVDV | Avantis Intl S/c Value ETF | — | NEW | New buy |
| 42 | STRL | Sterling Infrastructure Inc | — | NEW | New buy |
| 43 | CVX | Chevron CORP | — | EXIT | Sold out |
| 44 | GPC | Genuine Parts Co | — | EXIT | Sold out |
| 45 | DG | Dollar General CORP | — | EXIT | Sold out |
| 46 | CMG | Chipotle Mexican Grill Inc | — | NEW | New buy |
| 47 | MTH | Meritage Homes CORP | — | EXIT | Sold out |
| 48 | CAVA | Cava Group Inc | — | NEW | New buy |
| 49 | CASY | Casey's General Stores Inc | — | NEW | New buy |
| 50 | NXT | Nextpower Inc-cl A | — | NEW | New buy |
According to official SEC Form 13F filings, Leibman Financial Services, Inc. reported a total U.S. public equity portfolio value of $145.0M across 48 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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, INDA, AVDV) accounted for 25.4% of total reported equity market value during Q3 2025.
Top New Position Initiated
AVDV
市值: $5.3M
Top Position Liquidated / Trimmed
EPI
前期市值: $5.5M
During Q3 2025, Leibman Financial Services, Inc.'s top holdings by market value included USFR (12.6%)、INDA (4.3%)、AVDV (4.1%). The largest single position, USFR, represented 12.6% of total portfolio value.
In Q3 2025, Leibman Financial Services, Inc. made 62 total portfolio adjustments, initiating 9 new buys, adding to 16 positions, trimming 23 holdings, and fully liquidating 14 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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