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CIK: 0002006661
Total reported value
$145.0M
$145.0M
51 檔
24.8%
During the Q4 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 51 reported positions.
In Q4 2025, Leibman Financial Services, Inc. displayed an active expansion posture, initiating 7 new positions and adding to 28 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 10.73% | -2.19% | -10.77% | |
| 2 | EPI | Wisdomtree India Earnings | ETF-Other | 4.41% | +0.16% | — | |
| 3 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 4.01% | +0.97% | -1.63% | |
| 4 | TECK | Teck Resources Ltd-cls B | Stock-Materials | 3.43% | +0.31% | +6.09% | |
| 5 | FCX | Freeport-mcmoran Inc | Stock-Materials | 3.38% | +0.01% | +7.25% | |
| 6 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 3.33% | — | -0.16% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.31% | +0.81% | +0.79% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.18% | +0.19% | +3.59% | |
| 9 | ALB | Albemarle CORP | Stock-Materials | 3.04% | +0.73% | -7.93% | |
| 10 | CAVA | Cava Group Inc | Stock-Consumer Disc | 2.85% | — | +162.86% | |
| 11 | AMGN | Amgen Inc | Stock-Healthcare | 2.79% | -2.78% | EXIT | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.78% | -1.51% | -15.14% | |
| 13 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 2.72% | +1.17% | — | |
| 14 | KNSL | Kinsale Capital Group Inc | Stock-Financials | 2.66% | +0.16% | +109.92% | |
| 15 | SMIN | Ishares Msci India Small-cap | ETF-Other | 2.46% | -2.55% | EXIT | |
| 16 | DIS | Walt Disney Co/the | Stock-Comm Services | 2.44% | +0.21% | +14.48% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 2.43% | +0.40% | -24.42% | |
| 18 | TMUS | T-mobile US Inc | Stock-Comm Services | 2.36% | +0.15% | +10.12% | |
| 19 | FSLR | First Solar Inc | Stock-Tech | 2.13% | +0.25% | -17.94% | |
| 20 | ILF | Ishares Latin America 40 ETF | ETF-Other | 1.91% | +1.42% | — | |
| 21 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 1.90% | — | +51.22% | |
| 22 | PLD | Prologis Inc | Stock-Real Estate | 1.87% | -0.01% | +5.96% | |
| 23 | TGT | Target CORP | Stock-Consumer Disc | 1.85% | -1.81% | EXIT | |
| 24 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.83% | -0.04% | +8.23% | |
| 25 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 1.80% | -0.40% | +79.09% | |
| 26 | ARE | Alexandria Real Estate Equit | Stock-Real Estate | 1.74% | -0.10% | -12.17% | |
| 27 | URI | United Rentals Inc | Stock-Industrials | 1.73% | -0.29% | -37.21% | |
| 28 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 1.62% | +0.21% | +35.44% | |
| 29 | CPRT | Copart Inc | Stock-Industrials | 1.52% | +0.24% | — | |
| 30 | OC | Owens Corning | Stock-Industrials | 1.49% | -0.57% | — | |
| 31 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 1.44% | +0.23% | +136.75% | |
| 32 | GRAB | Grab Holdings Limited | Stock-Tech | 1.37% | -0.11% | +69.92% | |
| 33 | PINS | Pinterest Inc- Class A | Stock-Comm Services | 1.32% | -0.10% | +22.48% | |
| 34 | CPNG | Coupang Inc | Stock-Consumer Disc | 1.24% | +0.02% | +104.79% | |
| 35 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.23% | -0.07% | -64.76% | |
| 36 | SE | Sea Ltd-adr | Stock-Comm Services | 1.19% | -0.61% | +89.50% | |
| 37 | NXT | Nextpower Inc-cl A | Stock-Tech | 1.14% | +0.42% | +3.43% | |
| 38 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.07% | +0.15% | +1.90% | |
| 39 | DDOG | Datadog Inc - Class A | Stock-Tech | 0.88% | -0.43% | +3.85% | |
| 40 | PGNY | Progyny Inc | Stock-Other | 0.86% | — | +1.15% | |
| 41 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.76% | +1.22% | — | |
| 42 | ENPH | Enphase Energy Inc | Stock-Tech | 0.76% | -0.78% | EXIT | |
| 43 | STRL | Sterling Infrastructure Inc | Stock-Industrials | 0.74% | — | -73.84% | |
| 44 | PUBM | Pubmatic Inc-class A | Stock-Other | 0.74% | — | +10.29% | |
| 45 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.45% | +0.04% | -3.99% | |
| 46 | CAT | Caterpillar Inc | Stock-Industrials | 0.25% | — | — | |
| 47 | DE | Deere & Co | Stock-Industrials | 0.22% | +0.01% | -26.16% | |
| 48 | AES | Aes CORP | Stock-Utilities | 0.17% | — | -93.85% | |
| 49 | UNP | Union Pacific CORP | Stock-Industrials | 0.16% | — | — | |
| 50 | MSFT | Microsoft CORP | Stock-Tech | 0.16% | — | -85.20% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CAVA | Cava Group Inc | +1.7% | +162.86% | Add |
| 2 | KNSL | Kinsale Capital Group Inc | +1.2% | +109.92% | Add |
| 3 | ALB | Albemarle CORP | +1.1% | -7.93% | Trim |
| 4 | FCX | Freeport-mcmoran Inc | +0.8% | +7.25% | Add |
| 5 | CASY | Casey's General Stores Inc | +0.7% | +79.09% | Add |
| 6 | MELI | Mercadolibre Inc | +0.7% | +136.75% | Add |
| 7 | TGT | Target CORP | +0.6% | +36.99% | Add |
| 8 | AMGN | Amgen Inc | +0.4% | +5.83% | Add |
| 9 | CPNG | Coupang Inc | +0.4% | +104.79% | Add |
| 10 | GRAB | Grab Holdings Limited | +0.4% | +69.92% | Add |
| 11 | LULU | Lululemon Athletica Inc | +0.3% | -0.16% | Trim |
| 12 | TECK | Teck Resources Ltd-cls B | +0.3% | +6.09% | Add |
| 13 | CMG | Chipotle Mexican Grill Inc | +0.3% | +35.44% | Add |
| 14 | SE | Sea Ltd-adr | +0.3% | +89.50% | Add |
| 15 | PLD | Prologis Inc | +0.2% | +5.96% | Add |
| 16 | DIS | Walt Disney Co/the | +0.2% | +14.48% | Add |
| 17 | TTD | Trade Desk Inc/the -class A | +0.2% | +51.22% | Add |
| 18 | NXT | Nextpower Inc-cl A | +0.2% | +3.43% | Add |
| 19 | AMZN | Amazon.com Inc | +0.1% | +3.59% | Add |
| 20 | GOOG | Alphabet Inc-cl C | +0.1% | -15.14% | Trim |
| 21 | PGNY | Progyny Inc | +0.1% | +1.15% | Add |
| 22 | PUBM | Pubmatic Inc-class A | +0.1% | +10.29% | Add |
| 23 | SHEL | Shell Plc-adr | — | +0.42% | Add |
| 24 | UNP | Union Pacific CORP | 0% | — | Unchanged |
| 25 | LOW | Lowe's Cos Inc | 0% | +8.23% | Add |
| 26 | SHV | Ishares 0-1 Year Treasury Bo | 0% | -3.99% | Trim |
| 27 | AVDV | Avantis Intl S/c Value ETF | -0.1% | -1.63% | Trim |
| 28 | DDOG | Datadog Inc - Class A | -0.1% | +3.85% | Add |
| 29 | ENPH | Enphase Energy Inc | -0.1% | +6.95% | Add |
| 30 | SMIN | Ishares Msci India Small-cap | -0.1% | +4.37% | Add |
| 31 | DE | Deere & Co | -0.1% | -26.16% | Trim |
| 32 | CRWD | Crowdstrike Holdings Inc - A | -0.1% | +1.90% | Add |
| 33 | PINS | Pinterest Inc- Class A | -0.1% | +22.48% | Add |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | +0.79% | Add |
| 35 | FSLR | First Solar Inc | -0.2% | -17.94% | Trim |
| 36 | TMUS | T-mobile US Inc | -0.3% | +10.12% | Add |
| 37 | AAPL | Apple Inc | -0.7% | -24.42% | Trim |
| 38 | MSFT | Microsoft CORP | -1% | -85.20% | Trim |
| 39 | URI | United Rentals Inc | -1.7% | -37.21% | Trim |
| 40 | ARE | Alexandria Real Estate Equit | -1.8% | -12.17% | Trim |
| 41 | USFR | Wisdomtree Floating Rate Tre | -1.9% | -10.77% | Trim |
| 42 | TSM | Taiwan Semiconductor-sp Adr | -2.1% | -64.76% | Trim |
| 43 | AES | Aes CORP | -2.5% | -93.85% | Trim |
| 44 | STRL | Sterling Infrastructure Inc | -2.6% | -73.84% | Trim |
| 45 | EPI | Wisdomtree India Earnings | — | NEW | New buy |
| 46 | INDA | Ishares Msci India ETF | — | EXIT | Sold out |
| 47 | DGS | Wisdomtree Em Small Cap | — | NEW | New buy |
| 48 | ILF | Ishares Latin America 40 ETF | — | NEW | New buy |
| 49 | AMAT | Applied Materials Inc | — | EXIT | Sold out |
| 50 | CPRT | Copart Inc | — | 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 51 disclosed positions in Q4 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, EPI, AVDV) accounted for 24.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
EPI
市值: $6.1M
Top Position Liquidated / Trimmed
INDA
前期市值: $5.7M
During Q4 2025, Leibman Financial Services, Inc.'s top holdings by market value included USFR (10.7%)、EPI (4.4%)、AVDV (4.0%). The largest single position, USFR, represented 10.7% of total portfolio value.
In Q4 2025, Leibman Financial Services, Inc. made 54 total portfolio adjustments, initiating 7 new buys, adding to 28 positions, trimming 15 holdings, and fully liquidating 4 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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