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Latest Leibman Financial Services, Inc. Stock Portfolio

$150Million | No. of Holdings #46

Leibman Financial Services, Inc. Performance

2026 Q2+6.79%
YTD+3.78%
2025+3.46%

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

On 2026-07-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Leibman Financial Services, Inc. reported an equity portfolio of $150.4 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Leibman Financial Services, Inc. are DWMF, AGZD, AEMB. The fund has invested 13.2% of it's portfolio in WISDOMTREE TR and 4.1% of portfolio in WISDOMTREE TR. <br><br> The fund managers got completely rid off LULULEMON ATHLETICA INC (LULU), CAVA GROUP INC and THE TRADE DESK INC (TTD) stocks. They significantly reduced their stock positions in LOWES COS INC (LOW), FREEPORT-MCMORAN INC (FCX) and ENPHASE ENERGY INC (ENPH). Leibman Financial Services, Inc. opened new stock positions in DUOLINGO INC (DUOL), SIMPLY GOOD FOODS CO (SMPL) and EMBRAER S.A. (ERJ). The fund showed a lot of confidence in some stocks as they added substantially to COSTCO WHOLESALE CORPORATION (COST), WISDOMTREE TR (DWMF) and SEA LTD (SE).
Leibman Financial Services, Inc. Equity Portfolio Value
Last Reported on: 14 Jul, 2026
$150Million
  as of Jul 14, 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 6.79% in the last quarter. In trailing 12 months, it's portfolio return was 8.85%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
duolingo inc2,786,010
simply good foods co2,688,920
embraer s.a.2,563,230
deere & co204,254
New stocks bought by Leibman Financial Services, Inc.

Additions

Ticker% Inc.
costco wholesale corporation84.99
wisdomtree tr61.25
sea ltd47.3
alphabet inc28.5
pinterest inc23.43
copart inc21.55
wisdomtree tr18.94
mercadolibre inc 18.28
Additions to existing portfolio by Leibman Financial Services, Inc.

Reductions

Ticker% Reduced
lowes cos inc-87.61
freeport-mcmoran inc-83.5
enphase energy inc-27.79
nextpower inc -21.7
ishares tr-20.93
target corp-20.65
caseys gen stores inc-20.07
ishares tr-18.66
Leibman Financial Services, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
the trade desk inc-2,465,830
progyny inc-819,905
cava group inc-3,010,050
lululemon athletica inc-3,051,280
pubmatic inc-133,301
sterling infrastructure inc-1,419,740
union pac corp-232,963
Leibman Financial Services, Inc. got rid off the above stocks

Sector Distribution

Leibman Financial Services, Inc. has about 40.9% of it's holdings in Others sector.

  • Others
  • Consumer Cyclical
  • Technology
  • Consumer Defensive
  • Communication Services
  • Industrials
  • Healthcare
  • Real Estate
  • Utilities
  • Financial Services
  • Basic Materials
Sector%
Others40.9
Consumer Cyclical10
Technology9.9
Consumer Defensive9.9
Communication Services8.3
Industrials5.9
Healthcare5.4
Real Estate3.6
Utilities2.6
Financial Services2.4
Basic Materials1.1

Market Cap. Distribution

Leibman Financial Services, Inc. has about 43.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • LARGE-CAP
  • MID-CAP
  • MEGA-CAP
  • SMALL-CAP
Category%
UNALLOCATED40.9
LARGE-CAP31.3
MID-CAP14.2
MEGA-CAP11.9
SMALL-CAP1.8

Stocks belong to which Index?

About 44.3% 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%
Others55.7
S&P 50033.3
RUSSELL 200011
Top 5 Winners (%)%
DDOG
datadog inc
118.8 %
CRWD
crowdstrike hldgs inc
93.9 %
URI
united rentals inc
55.1 %
OC
owens corning new
45.7 %
TSM
taiwan semiconductor manufac
40.3 %
Top 5 Winners ($)$
DDOG
datadog inc
1.3 M
URI
united rentals inc
1.2 M
CRWD
crowdstrike hldgs inc
1.2 M
OC
owens corning new
1.0 M
GOOG
alphabet inc
0.7 M
Top 5 Losers (%)%
ALB
albemarle corp
-24.6 %
TMUS
t-mobile us inc
-19.6 %
CPRT
copart inc
-13.9 %
CPNG
coupang inc
-7.8 %
BMY
bristol-myers squibb co
-4.9 %
Top 5 Losers ($)$
TMUS
t-mobile us inc
-0.8 M
ALB
albemarle corp
-0.4 M
CPRT
copart inc
-0.3 M
BMY
bristol-myers squibb co
-0.2 M
CPNG
coupang inc
-0.2 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 46 stocks in it's portfolio. About 42% of the portfolio is in top 10 stocks. TMUS proved to be the most loss making stock for the portfolio. DDOG was the most profitable stock for Leibman Financial Services, Inc. last quarter.

$150.43MTotal Value
53.00Positions
14 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Leibman Financial Services, Inc., last reported on 14 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Leibman Financial Services, Inc.'s holding in Ishares Tr over time
0.32%4,389
$484.3K
0.32%
decreased 20.93 percentreduced
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Leibman Financial Services, Inc.'s holding in American Centy Etf Tr over time
3.74%54,662
$5.63M
3.74%
increased 2.11 percentadded
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
Leibman Financial Services, Inc.'s holding in Wisdomtree Tr over time
4.1%144,201
$6.17M
4.1%
increased 4.54 percentadded
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
Leibman Financial Services, Inc.'s holding in Wisdomtree Tr over time
3.46%80,367
$5.20M
3.46%
increased 18.94 percentadded