Latest Leibman Financial Services, Inc. Stock Portfolio
Leibman Financial Services, Inc. Performance:
2025 Q3: 4.76%YTD: 6.04%2024: 7.19%
Performance for 2025 Q3 is 4.76%, and YTD is 6.04%, and 2024 is 7.19%.
About Leibman Financial Services, Inc. and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Leibman Financial Services, Inc. reported an equity portfolio of $131.7 Millions as of 30 Sep, 2025.
The top stock holdings of Leibman Financial Services, Inc. are DWMF, AMPS, AEMB. The fund has invested 12.6% of it's portfolio in WISDOMTREE TR and 4.3% of portfolio in ISHARES TR.
The fund managers got completely rid off WISDOMTREE TR (AGZD), DOLLAR GEN CORP NEW (DG) and GENUINE PARTS CO (GPC) stocks. They significantly reduced their stock positions in TESLA INC (TSLA), DATADOG INC (DDOG) and MICROSOFT CORP (MSFT). Leibman Financial Services, Inc. opened new stock positions in NEXTRACKER INC, SEA LTD (SE) and COUPANG INC (CPNG). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AMPS), CAVA GROUP INC and LULULEMON ATHLETICA INC (LULU).
The top stock holdings of Leibman Financial Services, Inc. are DWMF, AMPS, AEMB. The fund has invested 12.6% of it's portfolio in WISDOMTREE TR and 4.3% of portfolio in ISHARES TR.
The fund managers got completely rid off WISDOMTREE TR (AGZD), DOLLAR GEN CORP NEW (DG) and GENUINE PARTS CO (GPC) stocks. They significantly reduced their stock positions in TESLA INC (TSLA), DATADOG INC (DDOG) and MICROSOFT CORP (MSFT). Leibman Financial Services, Inc. opened new stock positions in NEXTRACKER INC, SEA LTD (SE) and COUPANG INC (CPNG). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AMPS), CAVA GROUP INC and LULULEMON ATHLETICA INC (LULU).
Leibman Financial Services, Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that Leibman Financial Services, Inc. made a return of 4.76% in the last quarter. In trailing 12 months, it's portfolio return was 4.17%.
New Buys
| Ticker | $ Bought |
|---|---|
| nextracker inc | 1,292,600 |
| sea ltd | 1,222,510 |
| coupang inc | 1,145,190 |
| mercadolibre inc | 979,178 |
New stocks bought by Leibman Financial Services, Inc.
Additions
| Ticker | % Inc. |
|---|---|
| ishares tr | 2,521 |
| cava group inc | 109 |
| lululemon athletica inc | 89.81 |
| wisdomtree tr | 69.02 |
| alexandria real estate eq in | 26.12 |
| apple inc | 25.57 |
| american centy etf tr | 19.87 |
| target corp | 7.7 |
Additions to existing portfolio by Leibman Financial Services, Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| tesla inc | -64.35 |
| datadog inc | -52.97 |
| microsoft corp | -51.19 |
| pure storage inc | -50.62 |
| first solar inc | -50.01 |
| alphabet inc | -34.43 |
| albemarle corp | -33.78 |
| taiwan semiconductor mfg ltd | -25.87 |
Leibman Financial Services, Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| wisdomtree tr | -6,009,470 |
| dollar gen corp new | -3,222,500 |
| genuine parts co | -3,033,760 |
| walmart inc | -250,219 |
| reliance inc | -225,694 |
Leibman Financial Services, Inc. got rid off the above stocks
Sector Distribution
Leibman Financial Services, Inc. has about 31.4% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 31.4 |
| Technology | 15.1 |
| Consumer Cyclical | 12.1 |
| Utilities | 9.5 |
| Communication Services | 9 |
| Industrials | 7.2 |
| Real Estate | 5.2 |
| Basic Materials | 4.6 |
| Healthcare | 3.1 |
| Financial Services | 1.5 |
| Consumer Defensive | 1.3 |
Market Cap. Distribution
Leibman Financial Services, Inc. has about 57% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| LARGE-CAP | 44.1 |
| UNALLOCATED | 31.4 |
| MEGA-CAP | 12.9 |
| SMALL-CAP | 7.5 |
| MID-CAP | 4.1 |
Stocks belong to which Index?
About 58% of the stocks held by Leibman Financial Services, Inc. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 46.5 |
| Others | 42 |
| RUSSELL 2000 | 11.5 |
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 48 stocks in it's portfolio. About 44.4% of the portfolio is in top 10 stocks. TTD proved to be the most loss making stock for the portfolio. STRL was the most profitable stock for Leibman Financial Services, Inc. last quarter.
Last Reported on: 20 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 3.17 | 16,401 | 4,176,270 | added | 25.57 | ||
| AAXJ | ishares tr | 0.49 | 5,890 | 650,796 | reduced | -19.45 | ||
| AEMB | american centy etf tr | 4.06 | 60,074 | 5,348,420 | added | 19.87 | ||
| AES | aes corp | 2.71 | 270,857 | 3,564,480 | reduced | -13.11 | ||
| AGZD | wisdomtree tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ALB | albemarle corp | 1.99 | 32,364 | 2,624,100 | reduced | -33.78 | ||
| AMAT | applied matls inc | 1.91 | 12,303 | 2,518,900 | reduced | -15.62 | ||
| AMGN | amgen inc | 2.39 | 11,140 | 3,143,820 | added | 1.5 | ||
| AMPS | ishares tr | 4.30 | 128,100 | 5,662,030 | added | 2,521 | ||
| AMPS | ishares tr | 2.54 | 46,618 | 3,343,460 | reduced | -5.93 | ||
| AMZN | amazon com inc | 3.07 | 18,406 | 4,041,300 | reduced | -3.92 | ||
| ARE | alexandria real estate eq in | 3.55 | 56,128 | 4,677,710 | added | 26.12 | ||
| CASY | caseys gen stores inc | 1.08 | 2,516 | 1,422,390 | reduced | -2.44 | ||
| CMG | chipotle mexican grill inc | 1.33 | 44,835 | 1,757,080 | added | 4.36 | ||
| CPNG | coupang inc | 0.87 | 35,565 | 1,145,190 | new | |||
| CRWD | crowdstrike hldgs inc | 1.16 | 3,111 | 1,525,330 | reduced | -3.23 | ||
| DDOG | datadog inc | 0.93 | 8,641 | 1,230,480 | reduced | -52.97 | ||
| DE | deere & co | 0.31 | 902 | 412,449 | reduced | -20.04 | ||
| DG | dollar gen corp new | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| DIS | disney walt co | 2.26 | 25,935 | 2,969,330 | added | 2.89 | ||