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Latest Leibman Financial Services, Inc. Stock Portfolio

$144Million | No. of Holdings #45

Leibman Financial Services, Inc. Performance

2026 Q3-2.79%
YTD+0.88%
2025+3.46%

About Leibman Financial Services, Inc. and 13F Hedge Fund Stock Holdings

On 2026-10-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Leibman Financial Services, Inc. reported an equity portfolio of $145 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Leibman Financial Services, Inc. are DWMF, AEMB, AGZD. The fund has invested 11% of it's portfolio in WISDOMTREE TR and 4.7% of portfolio in AMERICAN CENTY ETF TR. <br><br> The fund managers got completely rid off AMGEN INC (AMGN), ISHARES TR (AMPS) and TARGET CORP (TGT) stocks. They significantly reduced their stock positions in ALPHABET INC (GOOG), DATADOG INC (DDOG) and SEA LTD (SE). Leibman Financial Services, Inc. opened new stock positions in GE HEALTHCARE TECHNOLOGIES I and GLOBUS MED INC (GMED). The fund showed a lot of confidence in some stocks as they added substantially to ALBEMARLE CORP (ALB), NEXTPOWER INC and ISHARES TR (IJR).
Leibman Financial Services, Inc. Equity Portfolio Value
Last Reported on: 13 Oct, 2026
$144Million
  as of Oct 13, 2026

Leibman Financial Services, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Leibman Financial Services, Inc. made a return of -2.79% in the last quarter. In trailing 12 months, it's portfolio return was 1.75%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ge healthcare technologies i2,443,730
globus med inc2,370,580
servicetitan inc1,003,170
New stocks bought by Leibman Financial Services, Inc.

Additions

Ticker% Inc.
albemarle corp144
nextpower inc 112
ishares tr77.54
costco wholesale corporation76.37
first solar inc 47.68
wisdomtree tr32.23
bristol-myers squibb co25.26
coupang inc22.25
Additions to existing portfolio by Leibman Financial Services, Inc.

Reductions

Ticker% Reduced
alphabet inc-50.82
datadog inc-33.52
sea ltd-25.83
crowdstrike hldgs inc-24.13
wisdomtree tr-19.66
lowes cos inc-12.08
freeport-mcmoran inc-9.23
united rentals inc-4.83
Leibman Financial Services, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
ishares tr-3,837,950
enphase energy inc-1,179,000
target corp-2,729,070
amgen inc-4,188,200
Leibman Financial Services, Inc. got rid off the above stocks

Sector Distribution

Leibman Financial Services, Inc. has about 46% of it's holdings in Others sector.

  • Others
  • Consumer Cyclical
  • Technology
  • Consumer Defensive
  • Communication Services
  • Healthcare
  • Industrials
  • Real Estate
  • Financial Services
  • Basic Materials
Sector%
Others46
Consumer Cyclical10.2
Technology10
Consumer Defensive8.2
Communication Services7
Healthcare5.4
Industrials5.3
Real Estate3.5
Financial Services2.6
Basic Materials1.8

Market Cap. Distribution

Leibman Financial Services, Inc. has about 42% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • LARGE-CAP
  • MID-CAP
  • MEGA-CAP
  • SMALL-CAP
Category%
UNALLOCATED46
LARGE-CAP32
MID-CAP10.6
MEGA-CAP10
SMALL-CAP1.4

Stocks belong to which Index?

About 38.5% of the stocks held by Leibman Financial Services, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others61.5
S&P 50030.7
RUSSELL 20007.8
Top 5 Winners (%)%
CRWD
crowdstrike hldgs inc
34.1 %
DUOL
duolingo inc
23.7 %
ERJ
embraer s.a.
17.9 %
AAPL
apple inc
14.9 %
FCX
freeport-mcmoran inc
10.7 %
Top 5 Winners ($)$
CRWD
crowdstrike hldgs inc
0.8 M
DUOL
duolingo inc
0.7 M
AAPL
apple inc
0.5 M
ERJ
embraer s.a.
0.5 M
TCKRF
teck resources ltd
0.4 M
Top 5 Losers (%)%
nextpower inc
-28.0 %
SMPL
simply good foods co
-27.8 %
OC
owens corning new
-26.1 %
CASY
caseys gen stores inc
-23.4 %
FSLR
first solar inc
-22.6 %
Top 5 Losers ($)$
SFM
sprouts fmrs mkt inc
-0.9 M
FSLR
first solar inc
-0.9 M
OC
owens corning new
-0.9 M
SMPL
simply good foods co
-0.8 M
nextpower inc
-0.8 M

Leibman Financial Services, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Leibman Financial Services, Inc.

Leibman Financial Services, Inc. has 45 stocks in it's portfolio. About 44.3% of the portfolio is in top 10 stocks. SFM proved to be the most loss making stock for the portfolio. CRWD was the most profitable stock for Leibman Financial Services, Inc. last quarter.

$144.98MTotal Value
49.00Positions
13 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Leibman Financial Services, Inc., last reported on 13 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Leibman Financial Services, Inc.'s holding in Ishares Tr over time
0.36%4,721
$520.8K
0.36%
increased 7.56 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Leibman Financial Services, Inc.'s holding in American Centy Etf Tr over time
4.71%62,448
$6.83M
4.71%
increased 14.24 percentadded
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
Leibman Financial Services, Inc.'s holding in Wisdomtree Tr over time
4.63%106,269
$6.71M
4.63%
increased 32.23 percentadded
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
Leibman Financial Services, Inc.'s holding in Wisdomtree Tr over time
4.26%151,803
$6.18M
4.26%
increased 5.27 percentadded