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CIK: 0002006661
Total reported value
$150.4M
$150.4M
49 檔
21.3%
At the close of Q1 2026, Leibman Financial Services, Inc. disclosed equity holdings valued at approximately $150.4M, spread across 49 reported holdings.
Leibman Financial Services, Inc. executed strategic sector rebalancing during Q1 2026, establishing 3 new positions while fully exiting 5 holdings and trimming 19 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 9.04% | +4.16% | -17.26% | |
| 2 | EPI | Wisdomtree India Earnings | ETF-Other | 4.13% | -0.03% | +4.51% | |
| 3 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 3.92% | -0.18% | -9.42% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.31% | -0.07% | +3.23% | |
| 5 | TECK | Teck Resources Ltd-cls B | Stock-Materials | 3.14% | -0.34% | -16.51% | |
| 6 | AMGN | Amgen Inc | Stock-Healthcare | 3.07% | -0.29% | +0.64% | |
| 7 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 2.98% | +0.48% | +2.59% | |
| 8 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 2.98% | -0.34% | — | |
| 9 | TMUS | T-mobile US Inc | Stock-Comm Services | 2.88% | -0.64% | +15.93% | |
| 10 | SFM | Sprouts Farmers Market Inc | Stock-Consumer Staples | 2.86% | +0.05% | — | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.84% | -0.04% | -2.75% | |
| 12 | KNSL | Kinsale Capital Group Inc | Stock-Financials | 2.43% | — | +2.55% | |
| 13 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 2.38% | -0.50% | -1.26% | |
| 14 | TGT | Target CORP | Stock-Consumer Disc | 2.34% | -0.53% | +0.48% | |
| 15 | ILF | Ishares Latin America 40 ETF | ETF-Other | 2.30% | -0.69% | +1.56% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 2.30% | +0.02% | -0.51% | |
| 17 | SMIN | Ishares Msci India Small-cap | ETF-Other | 2.28% | +0.27% | +6.67% | |
| 18 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 2.24% | -2.24% | EXIT | |
| 19 | CAVA | Cava Group Inc | Stock-Consumer Disc | 2.21% | -2.21% | EXIT | |
| 20 | FCX | Freeport-mcmoran Inc | Stock-Materials | 2.16% | -1.81% | -45.69% | |
| 21 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 2.08% | +0.11% | +65.42% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.08% | +0.89% | -19.71% | |
| 23 | PLD | Prologis Inc | Stock-Real Estate | 1.99% | -0.16% | +1.08% | |
| 24 | CALM | Cal-maine Foods Inc | Stock-Consumer Staples | 1.94% | -0.07% | — | |
| 25 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 1.81% | -1.81% | EXIT | |
| 26 | SE | Sea Ltd-adr | Stock-Comm Services | 1.81% | +0.98% | +129.49% | |
| 27 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.76% | -1.58% | -3.50% | |
| 28 | URI | United Rentals Inc | Stock-Industrials | 1.65% | +0.64% | +3.91% | |
| 29 | CPNG | Coupang Inc | Stock-Consumer Disc | 1.63% | -0.21% | +61.19% | |
| 30 | FSLR | First Solar Inc | Stock-Tech | 1.61% | +0.21% | -1.19% | |
| 31 | OC | Owens Corning | Stock-Industrials | 1.59% | +0.59% | +8.02% | |
| 32 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.57% | -0.13% | -25.26% | |
| 33 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 1.54% | — | +7.59% | |
| 34 | ARE | Alexandria Real Estate Equit | Stock-Real Estate | 1.53% | +0.26% | -8.65% | |
| 35 | CPRT | Copart Inc | Stock-Industrials | 1.38% | -0.09% | +4.85% | |
| 36 | GRAB | Grab Holdings Limited | Stock-Tech | 1.36% | +0.11% | +33.01% | |
| 37 | NXT | Nextpower Inc-cl A | Stock-Tech | 1.33% | -0.40% | -16.80% | |
| 38 | PINS | Pinterest Inc- Class A | Stock-Comm Services | 1.25% | +0.35% | +31.15% | |
| 39 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.23% | +0.26% | -11.28% | |
| 40 | ALB | Albemarle CORP | Stock-Materials | 1.06% | -0.32% | -72.97% | |
| 41 | STRL | Sterling Infrastructure Inc | Stock-Industrials | 1.04% | -1.04% | EXIT | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.99% | +0.57% | +11.58% | |
| 43 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.94% | +0.67% | +3.50% | |
| 44 | ENPH | Enphase Energy Inc | Stock-Tech | 0.92% | -0.14% | +1.27% | |
| 45 | DDOG | Datadog Inc - Class A | Stock-Tech | 0.79% | +0.75% | +1.79% | |
| 46 | PGNY | Progyny Inc | Stock-Other | 0.60% | -0.60% | EXIT | |
| 47 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.45% | -0.13% | -1.84% | |
| 48 | UNP | Union Pacific CORP | Stock-Industrials | 0.17% | -0.17% | EXIT | |
| 49 | PUBM | Pubmatic Inc-class A | Stock-Other | 0.10% | -0.10% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MELI | Mercadolibre Inc | +0.6% | +65.42% | Add |
| 2 | SE | Sea Ltd-adr | +0.6% | +129.49% | Add |
| 3 | CASY | Casey's General Stores Inc | +0.6% | -1.26% | Trim |
| 4 | TMUS | T-mobile US Inc | +0.5% | +15.93% | Add |
| 5 | TGT | Target CORP | +0.5% | +0.48% | Add |
| 6 | CPNG | Coupang Inc | +0.4% | +61.19% | Add |
| 7 | ILF | Ishares Latin America 40 ETF | +0.4% | +1.56% | Add |
| 8 | STRL | Sterling Infrastructure Inc | +0.3% | +4.09% | Add |
| 9 | AMGN | Amgen Inc | +0.3% | +0.64% | Add |
| 10 | DGS | Wisdomtree Em Small Cap | +0.3% | +2.59% | Add |
| 11 | COST | Costco Wholesale CORP | +0.2% | +11.58% | Add |
| 12 | NXT | Nextpower Inc-cl A | +0.2% | -16.80% | Trim |
| 13 | ENPH | Enphase Energy Inc | +0.2% | +1.27% | Add |
| 14 | PLD | Prologis Inc | +0.1% | +1.08% | Add |
| 15 | OC | Owens Corning | +0.1% | +8.02% | Add |
| 16 | UNP | Union Pacific CORP | 0% | — | Unchanged |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | — | +3.23% | Add |
| 18 | TSM | Taiwan Semiconductor-sp Adr | — | -11.28% | Trim |
| 19 | SHV | Ishares 0-1 Year Treasury Bo | — | -1.84% | Trim |
| 20 | GRAB | Grab Holdings Limited | 0% | +33.01% | Add |
| 21 | LOW | Lowe's Cos Inc | -0.1% | -3.50% | Trim |
| 22 | PINS | Pinterest Inc- Class A | -0.1% | +31.15% | Add |
| 23 | CMG | Chipotle Mexican Grill Inc | -0.1% | +7.59% | Add |
| 24 | URI | United Rentals Inc | -0.1% | +3.91% | Add |
| 25 | AVDV | Avantis Intl S/c Value ETF | -0.1% | -9.42% | Trim |
| 26 | TTD | Trade Desk Inc/the -class A | -0.1% | +56.32% | Add |
| 27 | DDOG | Datadog Inc - Class A | -0.1% | +1.79% | Add |
| 28 | AAPL | Apple Inc | -0.1% | -0.51% | Trim |
| 29 | CRWD | Crowdstrike Holdings Inc - A | -0.1% | +3.50% | Add |
| 30 | CPRT | Copart Inc | -0.1% | +4.85% | Add |
| 31 | SMIN | Ishares Msci India Small-cap | -0.2% | +6.67% | Add |
| 32 | ARE | Alexandria Real Estate Equit | -0.2% | -8.65% | Trim |
| 33 | KNSL | Kinsale Capital Group Inc | -0.2% | +2.55% | Add |
| 34 | PGNY | Progyny Inc | -0.3% | +3.99% | Add |
| 35 | EPI | Wisdomtree India Earnings | -0.3% | +4.51% | Add |
| 36 | TECK | Teck Resources Ltd-cls B | -0.3% | -16.51% | Trim |
| 37 | AMZN | Amazon.com Inc | -0.3% | -2.75% | Trim |
| 38 | FSLR | First Solar Inc | -0.5% | -1.19% | Trim |
| 39 | CAVA | Cava Group Inc | -0.6% | -44.73% | Trim |
| 40 | PUBM | Pubmatic Inc-class A | -0.6% | -85.90% | Trim |
| 41 | GOOG | Alphabet Inc-cl C | -0.7% | -19.71% | Trim |
| 42 | DIS | Walt Disney Co/the | -0.9% | -25.26% | Trim |
| 43 | LULU | Lululemon Athletica Inc | -1.1% | -10.23% | Trim |
| 44 | FCX | Freeport-mcmoran Inc | -1.2% | -45.69% | Trim |
| 45 | USFR | Wisdomtree Floating Rate Tre | -1.7% | -17.26% | Trim |
| 46 | ALB | Albemarle CORP | -2% | -72.97% | Trim |
| 47 | BMY | Bristol-myers Squibb Co | — | NEW | New buy |
| 48 | SFM | Sprouts Farmers Market Inc | — | NEW | New buy |
| 49 | CALM | Cal-maine Foods Inc | — | NEW | New buy |
| 50 | CAT | Caterpillar Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Leibman Financial Services, Inc. reported a total U.S. public equity portfolio value of $150.4M across 49 disclosed positions in Q1 2026.
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 21.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
BMY
市值: $4.1M
Top Position Liquidated / Trimmed
CAT
前期市值: $349.5K
During Q1 2026, Leibman Financial Services, Inc.'s top holdings by market value included USFR (9.0%)、EPI (4.1%)、AVDV (3.9%). The largest single position, USFR, represented 9.0% of total portfolio value.
In Q1 2026, Leibman Financial Services, Inc. made 53 total portfolio adjustments, initiating 3 new buys, adding to 26 positions, trimming 19 holdings, and fully liquidating 5 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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