Latest Leibman Financial Services, Inc. Stock Portfolio

Leibman Financial Services, Inc. Performance:

2026 Q1: -2.82%YTD: -2.82%2025: 3.46%

Performance for 2026 Q1 is -2.82%, and YTD is -2.82%, and 2025 is 3.46%.

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

On 2026-04-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Leibman Financial Services, Inc. reported an equity portfolio of $136.2 Millions as of 31 Mar, 2026.

The top stock holdings of Leibman Financial Services, Inc. are DWMF, AGZD, AEMB. The fund has invested 9% of it's portfolio in WISDOMTREE TR and 4.1% of portfolio in WISDOMTREE TR.

The fund managers got completely rid off CATERPILLAR INC (CAT), DEERE & CO (DE) and AES CORP (AES) stocks. They significantly reduced their stock positions in PUBMATIC INC (PUBM), ALBEMARLE CORP (ALB) and FREEPORT-MCMORAN INC (FCX). Leibman Financial Services, Inc. opened new stock positions in BRISTOL-MYERS SQUIBB CO (BMY), SPROUTS FMRS MKT INC (SFM) and CAL MAINE FOODS INC (CALM). The fund showed a lot of confidence in some stocks as they added substantially to SEA LTD (SE), MERCADOLIBRE INC (MELI) and COUPANG INC (CPNG).

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

Our best estimate is that Leibman Financial Services, Inc. made a return of -2.82% in the last quarter. In trailing 12 months, it's portfolio return was 7.24%.

Performance
S&P 500

New Buys

Ticker	$ Bought
bristol-myers squibb co	4,057,910
sprouts fmrs mkt inc	3,893,290
cal maine foods inc	2,640,490

New stocks bought by Leibman Financial Services, Inc.

Additions

Ticker	% Inc.
sea ltd	129
mercadolibre inc	65.42
coupang inc	61.19
the trade desk inc	56.32
grab holdings limited	33.01
pinterest inc	31.15
t-mobile us inc	15.93
costco wholesale corporation	11.58

Additions to existing portfolio by Leibman Financial Services, Inc.

Reductions

Ticker	% Reduced
pubmatic inc	-85.9
albemarle corp	-72.97
freeport-mcmoran inc	-45.69
cava group inc	-44.73
disney walt co	-25.26
alphabet inc	-19.71
wisdomtree tr	-17.26
nextpower inc	-16.8

Leibman Financial Services, Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
aes corp	-238,962
shell plc	-209,885
deere & co	-310,070
caterpillar inc	-349,451
microsoft corp	-217,183

Leibman Financial Services, Inc. got rid off the above stocks

Sector Distribution

Leibman Financial Services, Inc. has about 37.2% of it's holdings in Others sector.

Sector	%
Others	37.2
Consumer Cyclical	14.5
Technology	8.5
Consumer Defensive	8.1
Communication Services	7.8
Healthcare	6.6
Industrials	5.8
Real Estate	3.5
Basic Materials	3.2
Financial Services	2.4
Utilities	2.3

Market Cap. Distribution

Leibman Financial Services, Inc. has about 50.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	39
UNALLOCATED	37.2
MID-CAP	12
MEGA-CAP	11.1

Stocks belong to which Index?

About 47.9% of the stocks held by Leibman Financial Services, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	52.1
S&P 500	39.1
RUSSELL 2000	8.8

Top 5 Winners (%)		%
	nextpower inc	35.2 %
STRL	sterling infrastructure inc	32.1 %
CASY	caseys gen stores inc	31.5 %
	cava group inc	29.4 %
TGT	target corp	23.8 %

Top 5 Winners ($)		$
	cava group inc	1.2 M
CASY	caseys gen stores inc	0.8 M
ALB	albemarle corp	0.7 M
TGT	target corp	0.6 M
FCX	freeport-mcmoran inc	0.6 M

Top 5 Losers (%)		%
TTD	the trade desk inc	-35.6 %
PGNY	progyny inc	-33.5 %
SE	sea ltd	-28.0 %
PINS	pinterest inc	-26.5 %
LULU	lululemon athletica inc	-25.0 %

Top 5 Losers ($)		$
TTD	the trade desk inc	-1.4 M
LULU	lululemon athletica inc	-1.2 M
SE	sea ltd	-1.0 M
AGZD	wisdomtree tr	-0.7 M
FSLR	first solar inc	-0.7 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 49 stocks in it's portfolio. About 38.3% of the portfolio is in top 10 stocks. TTD proved to be the most loss making stock for the portfolio. was the most profitable stock for Leibman Financial Services, Inc. last quarter.

Last Reported on: 13 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	2.30	12,333	3,129,900	reduced	-0.51

AAXJ	ishares tr	0.45	5,551	612,785	reduced	-1.84

AEMB	american centy etf tr	3.92	53,530	5,345,530	reduced	-9.42

AES	aes corp	0.00	0.00	0.00	sold off	-100

AGZD	wisdomtree tr	4.13	137,944	5,628,120	added	4.51

AGZD	wisdomtree tr	2.98	67,567	4,060,800	added	2.59

ALB	albemarle corp	1.06	8,054	1,445,960	reduced	-72.97

AMGN	amgen inc	3.06	11,865	4,174,620	added	0.64

AMPS	ishares tr	2.29	51,900	3,111,930	added	6.67

AMZN	amazon com inc	2.84	18,541	3,862,170	reduced	-2.75

ARE	alexandria real estate eq in	1.53	45,031	2,090,340	reduced	-8.65

BMY	bristol-myers squibb co	2.98	66,907	4,057,910	new

CALM	cal maine foods inc	1.94	33,407	2,640,490	new

CASY	caseys gen stores inc	2.38	4,449	3,238,400	reduced	-1.26

CAT	caterpillar inc	0.00	0.00	0.00	sold off	-100

CMG	chipotle mexican grill inc	1.54	65,334	2,091,340	added	7.59

COST	costco wholesale corporation	0.99	1,359	1,354,200	added	11.58

CPNG	coupang inc	1.63	117,399	2,216,490	added	61.19

CPRT	copart inc	1.38	56,486	1,875,340	added	4.85

CRWD	crowdstrike hldgs inc	0.94	3,281	1,280,740	added	3.5