CIK: 0002006661
申告総資産額
$1.4億
報告対象四半期: 2026-03-31 · 銘柄数: 49
Leibman Financial Services, Inc.は最新の13F報告書で49件の保有を開示しました。申告期間は2026-03-31、保有総時価額は約$1.4億、四半期回転率は26.8%です。
Leibman Financial Services, Inc.が開示している保有銘柄のハーフィンダール集中度指数は 0.029 で、これは約 34 件の均等加重ポジションに相当し、実際の開示銘柄数 49 件に近い水準です。資金は少数の銘柄に集中せず、比較的均等に分散されています。
ポートフォリオ全体のポジションサイズは比較的均一です（変動係数 0.67）。これは規律的でルールに基づいた資金配分アプローチを示唆しています。
直近の報告四半期では、既存の大きなポジションへの積み増し、または大規模な新規ポジション構築のいずれにも明確な偏りは見られませんでした。
減少 ALB
-73.0% -$276.9万
減少 USFR
-17.3% -$256.1万
減少 FCX
-45.7% -$173.8万
減少 LULU
-10.2% -$156.3万
減少 DIS
-25.3% -$123.9万
減少 GOOG
-19.7% -$102.4万
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 9.04% | -1.69% | -17.26% | |
| 2 | EPI | Wisdomtree India Earnings | ETF-その他 | 4.13% | -0.28% | +4.51% | |
| 3 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 3.92% | -0.09% | -9.42% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.31% | — | +3.23% | |
| 5 | TECK | Teck Resources Ltd-cls B | 株式-素材 | 3.14% | -0.29% | -16.51% | |
| 6 | AMGN | Amgen INC | 株式-ヘルスケア | 3.07% | +0.28% | +0.64% | |
| 7 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 2.98% | +0.26% | +2.59% | |
| 8 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 2.98% | +2.98% | NEW | |
| 9 | TMUS | T-mobile US INC | 株式-通信サービス | 2.88% | +0.52% | +15.93% | |
| 10 | SFM | Sprouts Farmers Market INC | 株式-生活必需品 | 2.86% | +2.86% | NEW | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.84% | -0.34% | -2.75% | |
| 12 | KNSL | Kinsale Capital Group INC | 株式-金融 | 2.43% | -0.23% | +2.55% | |
| 13 | CASY | Casey's General Stores INC | 株式-一般消費財 | 2.38% | +0.58% | -1.26% | |
| 14 | TGT | Target CORP | 株式-一般消費財 | 2.34% | +0.49% | +0.48% | |
| 15 | ILF | Ishares Latin America 40 ETF | ETF-その他 | 2.30% | +0.39% | +1.56% | |
| 16 | AAPL | Apple INC | 株式-IT | 2.30% | -0.13% | -0.51% | |
| 17 | SMIN | Ishares Msci India Small-cap | ETF-その他 | 2.28% | -0.18% | +6.67% | |
| 18 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 2.24% | -1.09% | -10.23% | |
| 19 | CAVA | Cava Group INC | 株式-一般消費財 | 2.21% | -0.64% | -44.73% | |
| 20 | FCX | Freeport-mcmoran INC | 株式-素材 | 2.16% | -1.22% | -45.69% | |
| 21 | MELI | Mercadolibre INC | 株式-一般消費財 | 2.08% | +0.64% | +65.42% | |
| 22 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.08% | -0.70% | -19.71% | |
| 23 | PLD | Prologis INC | 株式-不動産 | 1.99% | +0.12% | +1.08% | |
| 24 | CALM | Cal-maine Foods INC | 株式-生活必需品 | 1.94% | +1.94% | NEW | |
| 25 | TTD | Trade Desk Inc/the -class A | 株式-通信サービス | 1.81% | -0.09% | +56.32% | |
| 26 | SE | Sea Ltd-adr | 株式-通信サービス | 1.81% | +0.62% | +129.49% | |
| 27 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.76% | -0.07% | -3.50% | |
| 28 | URI | United Rentals INC | 株式-資本財 | 1.65% | -0.08% | +3.91% | |
| 29 | CPNG | Coupang INC | 株式-一般消費財 | 1.63% | +0.39% | +61.19% | |
| 30 | FSLR | First Solar INC | 株式-IT | 1.61% | -0.52% | -1.19% | |
| 31 | OC | Owens Corning | 株式-資本財 | 1.59% | +0.10% | +8.02% | |
| 32 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.57% | -0.87% | -25.26% | |
| 33 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 1.54% | -0.08% | +7.59% | |
| 34 | ARE | Alexandria Real Estate Equit | 株式-不動産 | 1.53% | -0.21% | -8.65% | |
| 35 | CPRT | Copart INC | 株式-資本財 | 1.38% | -0.14% | +4.85% | |
| 36 | GRAB | Grab Holdings Limited | 株式-IT | 1.36% | — | +33.01% | |
| 37 | NXT | Nextpower Inc-cl A | 株式-IT | 1.33% | +0.19% | -16.80% | |
| 38 | PINS | Pinterest Inc- Class A | 株式-通信サービス | 1.25% | -0.07% | +31.15% | |
| 39 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 1.23% | — | -11.28% | |
| 40 | ALB | Albemarle CORP | 株式-素材 | 1.06% | -1.98% | -72.97% | |
| 41 | STRL | Sterling Infrastructure INC | 株式-資本財 | 1.04% | +0.30% | +4.09% | |
| 42 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.99% | +0.23% | +11.58% | |
| 43 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.94% | -0.13% | +3.50% | |
| 44 | ENPH | Enphase Energy INC | 株式-IT | 0.92% | +0.16% | +1.27% | |
| 45 | DDOG | Datadog INC - Class A | 株式-IT | 0.79% | -0.09% | +1.79% | |
| 46 | PGNY | Progyny INC | 株式-その他 | 0.60% | -0.26% | +3.99% | |
| 47 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.45% | — | -1.84% | |
| 48 | UNP | Union Pacific CORP | 株式-資本財 | 0.17% | — | — | |
| 49 | PUBM | Pubmatic Inc-class A | 株式-その他 | 0.10% | -0.64% | -85.90% |
Q3 2026のパフォーマンス
+2%
直近4四半期のパフォーマンス
+23.9%
価格取得が可能な保有銘柄（報告価値の73%相当）に基づいています
| 四半期 | 銘柄数 | 時価総額 | 安定性 | 主要銘柄 |
|---|---|---|---|---|
| 2026-03-31 | 49 | $1.4億 | 27 | |
| 2025-12-31 | 51 | $1.4億 | 47 | |
| 2025-09-30 | 48 | $1.3億 | 50 | |
| 2025-06-30 | 49 | $1.3億 | 0 | |
| 2025-03-31 | 53 | $1.3億 | 0 | |
| 2024-12-31 | 55 | $1.4億 | 0 | |
| 2024-09-30 | 57 | $1.4億 | 0 | |
| 2024-06-30 | 56 | $1.3億 | 0 | |
| 2024-03-31 | 53 | $1.3億 | 0 | |
| 2023-12-31 | 52 | $1.2億 | 0 |
Leibman Financial Services, Inc.の2026-03-31時点における主要なポジション変更： 新規購入: Bristol-myers Squibb Co (BMY); 新規購入: Sprouts Farmers Market INC (SFM); 新規購入: Cal-maine Foods INC (CALM); 全売却: Caterpillar INC (CAT); 全売却: Deere & Co (DE).
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | MELI | Mercadolibre INC | +0.6% | +65.42% | 増加 |
| 2 | SE | Sea Ltd-adr | +0.6% | +129.49% | 増加 |
| 3 | CASY | Casey's General Stores INC | +0.6% | -1.26% | 減少 |
| 4 | TMUS | T-mobile US INC | +0.5% | +15.93% | 増加 |
| 5 | TGT | Target CORP | +0.5% | +0.48% | 増加 |
| 6 | CPNG | Coupang INC | +0.4% | +61.19% | 増加 |
| 7 | ILF | Ishares Latin America 40 ETF | +0.4% | +1.56% | 増加 |
| 8 | STRL | Sterling Infrastructure INC | +0.3% | +4.09% | 増加 |
| 9 | AMGN | Amgen INC | +0.3% | +0.64% | 増加 |
| 10 | DGS | Wisdomtree Em Small Cap | +0.3% | +2.59% | 増加 |
| 11 | COST | Costco Wholesale CORP | +0.2% | +11.58% | 増加 |
| 12 | NXT | Nextpower Inc-cl A | +0.2% | -16.80% | 減少 |
| 13 | ENPH | Enphase Energy INC | +0.2% | +1.27% | 増加 |
| 14 | PLD | Prologis INC | +0.1% | +1.08% | 増加 |
| 15 | OC | Owens Corning | +0.1% | +8.02% | 増加 |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | — | +3.23% | 増加 |
| 17 | LOW | Lowe's Cos INC | -0.1% | -3.50% | 減少 |
| 18 | PINS | Pinterest Inc- Class A | -0.1% | +31.15% | 増加 |
| 19 | CMG | Chipotle Mexican Grill INC | -0.1% | +7.59% | 増加 |
| 20 | URI | United Rentals INC | -0.1% | +3.91% | 増加 |
| 21 | AVDV | Avantis Intl S/c Value ETF | -0.1% | -9.42% | 減少 |
| 22 | TTD | Trade Desk Inc/the -class A | -0.1% | +56.32% | 増加 |
| 23 | DDOG | Datadog INC - Class A | -0.1% | +1.79% | 増加 |
| 24 | AAPL | Apple INC | -0.1% | -0.51% | 減少 |
| 25 | CRWD | Crowdstrike Holdings INC - A | -0.1% | +3.50% | 増加 |
| 26 | CPRT | Copart INC | -0.1% | +4.85% | 増加 |
| 27 | SMIN | Ishares Msci India Small-cap | -0.2% | +6.67% | 増加 |
| 28 | ARE | Alexandria Real Estate Equit | -0.2% | -8.65% | 減少 |
| 29 | KNSL | Kinsale Capital Group INC | -0.2% | +2.55% | 増加 |
| 30 | PGNY | Progyny INC | -0.3% | +3.99% | 増加 |
| 31 | EPI | Wisdomtree India Earnings | -0.3% | +4.51% | 増加 |
| 32 | TECK | Teck Resources Ltd-cls B | -0.3% | -16.51% | 減少 |
| 33 | AMZN | Amazon.com INC | -0.3% | -2.75% | 減少 |
| 34 | FSLR | First Solar INC | -0.5% | -1.19% | 減少 |
| 35 | CAVA | Cava Group INC | -0.6% | -44.73% | 減少 |
| 36 | PUBM | Pubmatic Inc-class A | -0.6% | -85.90% | 減少 |
| 37 | GOOG | Alphabet Inc-cl C | -0.7% | -19.71% | 減少 |
| 38 | DIS | Walt Disney Co/the | -0.9% | -25.26% | 減少 |
| 39 | LULU | Lululemon Athletica INC | -1.1% | -10.23% | 減少 |
| 40 | FCX | Freeport-mcmoran INC | -1.2% | -45.69% | 減少 |
| 41 | USFR | Wisdomtree Floating Rate Tre | -1.7% | -17.26% | 減少 |
| 42 | ALB | Albemarle CORP | -2% | -72.97% | 減少 |
| 43 | BMY | Bristol-myers Squibb Co | — | NEW | 新規購入 |
| 44 | SFM | Sprouts Farmers Market INC | — | NEW | 新規購入 |
| 45 | CALM | Cal-maine Foods INC | — | NEW | 新規購入 |
| 46 | CAT | Caterpillar INC | — | EXIT | 全売却 |
| 47 | DE | Deere & Co | — | EXIT | 全売却 |
| 48 | AES | Aes CORP | — | EXIT | 全売却 |
| 49 | MSFT | Microsoft CORP | — | EXIT | 全売却 |
| 50 | SHEL | Shell Plc-adr | — | EXIT | 全売却 |
| 四半期 | 提出日 | 種類 | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-13 | 13F-HR | EDGARで見る |
| 2025-12-31 | 2026-01-06 | 13F-HR | EDGARで見る |
| 2025-09-30 | 2025-10-20 | 13F-HR | EDGARで見る |
| 2025-06-30 | 2025-07-09 | 13F-HR | EDGARで見る |
| 2025-03-31 | 2025-04-09 | 13F-HR | EDGARで見る |
| 2024-12-31 | 2025-01-13 | 13F-HR | EDGARで見る |
| 2024-09-30 | 2024-10-08 | 13F-HR | EDGARで見る |
| 2024-06-30 | 2024-07-09 | 13F-HR | EDGARで見る |
| 2024-03-31 | 2024-04-04 | 13F-HR | EDGARで見る |
| 2023-12-31 | 2024-01-05 | 13F-HR | EDGARで見る |
運用資産(AUM)が近い機関
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申告総資産額
$1.4億
84 stks
2026-03-31
運用資産規模の差はわずか0.0%
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運用資産規模の差はわずか0.0%
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申告総資産額
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2026-03-31
運用資産規模の差はわずか0.1%
上位保有銘柄が重なる機関
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$8.9億
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