Latest Leibman Financial Services, Inc. Stock Portfolio

Leibman Financial Services, Inc. Performance:

2025 Q3: 3.99%YTD: 1.63%2024: 7.74%

Performance for 2025 Q3 is 3.99%, and YTD is 1.63%, and 2024 is 7.74%.

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 $138.5 Millions as of 31 Dec, 2025.

The top stock holdings of Leibman Financial Services, Inc. are DWMF, AGZD, AEMB. The fund has invested 10.7% of it's portfolio in WISDOMTREE TR and 4.4% of portfolio in WISDOMTREE TR.

The fund managers got completely rid off ISHARES TR (AMPS), APPLIED MATLS INC (AMAT) and PURE STORAGE INC (PSTG) stocks. They significantly reduced their stock positions in AES CORP (AES), MICROSOFT CORP (MSFT) and STERLING INFRASTRUCTURE INC (STRL). Leibman Financial Services, Inc. opened new stock positions in WISDOMTREE TR (AGZD), ISHARES TR (IJR) and COPART INC (CPRT). The fund showed a lot of confidence in some stocks as they added substantially to CAVA GROUP INC, MERCADOLIBRE INC (MELI) and KINSALE CAP GROUP INC (KNSL).

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

Our best estimate is that Leibman Financial Services, Inc. made a return of 3.99% in the last quarter. In trailing 12 months, it's portfolio return was -0.68%.

Performance
S&P 500

New Buys

Ticker	$ Bought
wisdomtree tr	6,109,690
wisdomtree tr	3,769,910
ishares tr	2,647,270
copart inc	2,109,050
owens corning new	2,068,480
costco whsl corp new	1,050,350
caterpillar inc	349,451

New stocks bought by Leibman Financial Services, Inc.

Additions

Ticker	% Inc.
cava group inc	162
mercadolibre inc	136
kinsale cap group inc	109
coupang inc	104
sea ltd	89.5
caseys gen stores inc	79.09
grab holdings limited	69.92
the trade desk inc	51.22

Additions to existing portfolio by Leibman Financial Services, Inc.

Reductions

Ticker	% Reduced
aes corp	-93.85
microsoft corp	-85.2
sterling infrastructure inc	-73.84
taiwan semiconductor mfg ltd	-64.76
united rentals inc	-37.21
deere & co	-26.16
apple inc	-24.42
first solar inc	-17.94

Leibman Financial Services, Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
ishares tr	-5,662,030
pure storage inc	-1,588,370
applied matls inc	-2,518,900
tesla inc	-217,023

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

Top 5 Winners (%)		%
STRL	sterling infrastructure inc	44.5 %
PSTG	pure storage inc	34.0 %
GOOG	alphabet inc	30.9 %
TSLA	tesla inc	27.1 %
URI	united rentals inc	25.0 %

Top 5 Winners ($)		$
STRL	sterling infrastructure inc	1.5 M
GOOG	alphabet inc	1.2 M
FSLR	first solar inc	1.1 M
URI	united rentals inc	1.0 M
TSM	taiwan semiconductor mfg ltd	1.0 M

Top 5 Losers (%)		%
PUBM	pubmatic inc	-33.4 %
TTD	the trade tesk inc	-31.3 %
CMG	chipotle mexican grill inc	-29.8 %
	cava group inc	-22.6 %
LULU	lululemon athletica inc	-20.4 %

Top 5 Losers ($)		$
TTD	the trade tesk inc	-1.1 M
LULU	lululemon athletica inc	-1.0 M
AMPS	ishares tr	-0.8 M
CMG	chipotle mexican grill inc	-0.7 M
	cava group inc	-0.5 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 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: 06 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	2.43	12,396	3,369,860	reduced	-24.42

AAXJ	ishares tr	0.45	5,655	622,908	reduced	-3.99

AEMB	american centy etf tr	4.01	59,096	5,553,280	reduced	-1.63

AES	aes corp	0.17	16,664	238,962	reduced	-93.85

AGZD	wisdomtree tr	4.41	131,987	6,109,690	new

AGZD	wisdomtree tr	2.72	65,861	3,769,910	new

ALB	albemarle corp	3.04	29,798	4,214,690	reduced	-7.93

AMAT	applied matls inc	0.00	0.00	0.00	sold off	-100

AMGN	amgen inc	2.79	11,789	3,858,700	added	5.83

AMPS	ishares tr	2.46	48,656	3,401,540	added	4.37

AMPS	ishares tr	0.00	0.00	0.00	sold off	-100

AMZN	amazon com inc	3.18	19,066	4,400,700	added	3.59

ARE	alexandria real estate eq in	1.74	49,297	2,412,580	reduced	-12.17

CASY	caseys gen stores inc	1.80	4,506	2,490,590	added	79.09

CAT	caterpillar inc	0.25	610	349,451	new

CMG	chipotle mexican grill inc	1.62	60,723	2,246,750	added	35.44

COST	costco whsl corp new	0.76	1,218	1,050,350	new

CPNG	coupang inc	1.24	72,833	1,718,130	added	104

CPRT	copart inc	1.52	53,871	2,109,050	new

CRWD	crowdstrike hldgs inc	1.07	3,170	1,485,740	added	1.9