13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002006661
Total reported value
$145.0M
$145.0M
46 檔
28.8%
According to the latest 13F quarterly dataset, Leibman Financial Services, Inc. managed an equity portfolio of $145.0M at the end of Q2 2026, spanning 46 distinct U.S. exchange-listed positions.
Leibman Financial Services, Inc. executed strategic sector rebalancing during Q2 2026, establishing 4 new positions while fully exiting 7 holdings and trimming 17 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 13.20% | -2.19% | +61.25% | |
| 2 | EPI | Wisdomtree India Earnings | ETF-Other | 4.10% | +0.16% | +4.54% | |
| 3 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 3.74% | +0.97% | +2.11% | |
| 4 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 3.46% | +1.17% | +18.94% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.24% | +0.81% | +3.58% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.97% | -1.51% | +28.50% | |
| 7 | SFM | Sprouts Farmers Market Inc | Stock-Consumer Staples | 2.91% | -0.54% | +2.44% | |
| 8 | TECK | Teck Resources Ltd-cls B | Stock-Materials | 2.80% | +0.31% | -14.37% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.80% | +0.19% | -4.79% | |
| 10 | SE | Sea Ltd-adr | Stock-Comm Services | 2.79% | -0.61% | +47.30% | |
| 11 | AMGN | Amgen Inc | Stock-Healthcare | 2.78% | -2.78% | EXIT | |
| 12 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 2.64% | +1.08% | +3.14% | |
| 13 | SMIN | Ishares Msci India Small-cap | ETF-Other | 2.55% | -2.55% | EXIT | |
| 14 | KNSL | Kinsale Capital Group Inc | Stock-Financials | 2.43% | +0.16% | +14.30% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 2.32% | +0.40% | -2.08% | |
| 16 | URI | United Rentals Inc | Stock-Industrials | 2.29% | -0.29% | -1.26% | |
| 17 | TMUS | T-mobile US Inc | Stock-Comm Services | 2.24% | +0.15% | +7.32% | |
| 18 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 2.19% | +0.23% | +18.28% | |
| 19 | OC | Owens Corning | Stock-Industrials | 2.18% | -0.57% | +3.56% | |
| 20 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 1.88% | -0.40% | -20.07% | |
| 21 | CALM | Cal-maine Foods Inc | Stock-Consumer Staples | 1.87% | -0.23% | +4.30% | |
| 22 | DUOL | Duolingo | Stock-Tech | 1.85% | +0.51% | — | |
| 23 | PLD | Prologis Inc | Stock-Real Estate | 1.83% | -0.01% | -0.71% | |
| 24 | FSLR | First Solar Inc | Stock-Tech | 1.82% | +0.25% | +4.40% | |
| 25 | TGT | Target CORP | Stock-Consumer Disc | 1.81% | -1.81% | EXIT | |
| 26 | SMPL | Simply Good Foods Co/the | Stock-Other | 1.79% | -0.36% | — | |
| 27 | ARE | Alexandria Real Estate Equit | Stock-Real Estate | 1.79% | -0.10% | +12.85% | |
| 28 | EMBJ | Embraer Sa-spon Adr | Stock-Industrials | 1.70% | +0.41% | — | |
| 29 | ILF | Ishares Latin America 40 ETF | ETF-Other | 1.61% | +1.42% | -18.66% | |
| 30 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.61% | +0.15% | -3.26% | |
| 31 | PINS | Pinterest Inc- Class A | Stock-Comm Services | 1.60% | -0.10% | +23.43% | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.56% | +1.22% | +84.99% | |
| 33 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 1.54% | +0.21% | +4.62% | |
| 34 | DDOG | Datadog Inc - Class A | Stock-Tech | 1.54% | -0.43% | -2.91% | |
| 35 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.49% | -0.07% | -5.16% | |
| 36 | GRAB | Grab Holdings Limited | Stock-Tech | 1.47% | -0.11% | +15.95% | |
| 37 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.44% | +0.21% | +1.72% | |
| 38 | CPNG | Coupang Inc | Stock-Consumer Disc | 1.42% | +0.02% | +4.69% | |
| 39 | CPRT | Copart Inc | Stock-Industrials | 1.29% | +0.24% | +21.55% | |
| 40 | NXT | Nextpower Inc-cl A | Stock-Tech | 0.93% | +0.42% | -21.70% | |
| 41 | ENPH | Enphase Energy Inc | Stock-Tech | 0.78% | -0.78% | EXIT | |
| 42 | ALB | Albemarle CORP | Stock-Materials | 0.74% | +0.73% | +2.66% | |
| 43 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.35% | +0.01% | -83.50% | |
| 44 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.32% | +0.04% | -20.93% | |
| 45 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.18% | -0.04% | -87.61% | |
| 46 | DE | Deere & Co | Stock-Industrials | 0.14% | +0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | USFR | Wisdomtree Floating Rate Tre | +4.2% | +61.25% | Add |
| 2 | DUOL | Duolingo | +1.9% | NEW | New buy |
| 3 | SMPL | Simply Good Foods Co/the | +1.8% | NEW | New buy |
| 4 | EMBJ | Embraer Sa-spon Adr | +1.7% | NEW | New buy |
| 5 | SE | Sea Ltd-adr | +1% | +47.30% | Add |
| 6 | GOOG | Alphabet Inc-cl C | +0.9% | +28.50% | Add |
| 7 | DDOG | Datadog Inc - Class A | +0.8% | -2.91% | Trim |
| 8 | CRWD | Crowdstrike Holdings Inc - A | +0.7% | -3.26% | Trim |
| 9 | URI | United Rentals Inc | +0.6% | -1.26% | Trim |
| 10 | OC | Owens Corning | +0.6% | +3.56% | Add |
| 11 | COST | Costco Wholesale CORP | +0.6% | +84.99% | Add |
| 12 | DGS | Wisdomtree Em Small Cap | +0.5% | +18.94% | Add |
| 13 | PINS | Pinterest Inc- Class A | +0.4% | +23.43% | Add |
| 14 | SMIN | Ishares Msci India Small-cap | +0.3% | +4.55% | Add |
| 15 | ARE | Alexandria Real Estate Equit | +0.3% | +12.85% | Add |
| 16 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | -5.16% | Trim |
| 17 | FSLR | First Solar Inc | +0.2% | +4.40% | Add |
| 18 | DE | Deere & Co | +0.1% | NEW | New buy |
| 19 | MELI | Mercadolibre Inc | +0.1% | +18.28% | Add |
| 20 | GRAB | Grab Holdings Limited | +0.1% | +15.95% | Add |
| 21 | SFM | Sprouts Farmers Market Inc | +0.1% | +2.44% | Add |
| 22 | AAPL | Apple Inc | 0% | -2.08% | Trim |
| 23 | KNSL | Kinsale Capital Group Inc | — | +14.30% | Add |
| 24 | CMG | Chipotle Mexican Grill Inc | — | +4.62% | Add |
| 25 | EPI | Wisdomtree India Earnings | 0% | +4.54% | Add |
| 26 | AMZN | Amazon.com Inc | 0% | -4.79% | Trim |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | +3.58% | Add |
| 28 | CALM | Cal-maine Foods Inc | -0.1% | +4.30% | Add |
| 29 | CPRT | Copart Inc | -0.1% | +21.55% | Add |
| 30 | PUBM | Pubmatic Inc-class A | -0.1% | EXIT | Sold out |
| 31 | SHV | Ishares 0-1 Year Treasury Bo | -0.1% | -20.93% | Trim |
| 32 | DIS | Walt Disney Co/the | -0.1% | +1.72% | Add |
| 33 | ENPH | Enphase Energy Inc | -0.1% | -27.79% | Trim |
| 34 | PLD | Prologis Inc | -0.2% | -0.71% | Trim |
| 35 | UNP | Union Pacific CORP | -0.2% | EXIT | Sold out |
| 36 | AVDV | Avantis Intl S/c Value ETF | -0.2% | +2.11% | Add |
| 37 | CPNG | Coupang Inc | -0.2% | +4.69% | Add |
| 38 | AMGN | Amgen Inc | -0.3% | -2.52% | Trim |
| 39 | ALB | Albemarle CORP | -0.3% | +2.66% | Add |
| 40 | BMY | Bristol-myers Squibb Co | -0.3% | +3.14% | Add |
| 41 | TECK | Teck Resources Ltd-cls B | -0.3% | -14.37% | Trim |
| 42 | NXT | Nextpower Inc-cl A | -0.4% | -21.70% | Trim |
| 43 | CASY | Casey's General Stores Inc | -0.5% | -20.07% | Trim |
| 44 | TGT | Target CORP | -0.5% | -20.65% | Trim |
| 45 | PGNY | Progyny Inc | -0.6% | EXIT | Sold out |
| 46 | TMUS | T-mobile US Inc | -0.6% | +7.32% | Add |
| 47 | ILF | Ishares Latin America 40 ETF | -0.7% | -18.66% | Trim |
| 48 | STRL | Sterling Infrastructure Inc | -1% | EXIT | Sold out |
| 49 | LOW | Lowe's Cos Inc | -1.6% | -87.61% | Trim |
| 50 | TTD | Trade Desk Inc/the -class A | -1.8% | EXIT | Sold out |
According to official SEC Form 13F filings, Leibman Financial Services, Inc. reported a total U.S. public equity portfolio value of $145.0M across 46 disclosed positions in Q2 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 28.8% of total reported equity market value during Q2 2026.
Top New Position Initiated
DUOL
市值: $2.8M
Top Position Liquidated / Trimmed
LULU
前期市值: $3.1M
During Q2 2026, Leibman Financial Services, Inc.'s top holdings by market value included USFR (13.2%)、EPI (4.1%)、AVDV (3.7%). The largest single position, USFR, represented 13.2% of total portfolio value.
In Q2 2026, Leibman Financial Services, Inc. made 53 total portfolio adjustments, initiating 4 new buys, adding to 25 positions, trimming 17 holdings, and fully liquidating 7 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.