Leibman Financial Services, Inc. — 13F Holdings & Portfolio
CIK 2006661 · latest 13F-HR filed 2026-07-14
Leibman Financial Services, Inc. manages $150.4M in 13F-reported U.S. long-equity assets across 46 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are USFR (13.20%), EPI (4.10%), AVDV (3.74%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 4 new positions, exited 7, added to 25, and trimmed 10.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
PO BOX 368
LOUISVILLE, NE 68037
$150.4M
Long-equity book
46
Distinct positions
2026-06-30
Filed 2026-07-14
+4 / −7 / ↑25 / ↓10
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- WISDOMTREE TR$7.5M +61.3%
- SEA LTD$1.7M +70.5%
- ALPHABET INC$1.6M +58.2%
- DATADOG INC$1.2M +114.1%
- UNITED RENTALS INC$1.2M +53.5%
Top Trims
- FREEPORT-MCMORAN INC-$2.4M -82.3%
- LOWES COS INC-$2.1M -88.4%
- ISHARES TR-$712.2K -22.7%
- T-MOBILE US INC-$561.3K -14.3%
- TARGET CORP-$459.7K -14.4%
New Positions
- DUOLINGO INC$2.8M
- SIMPLY GOOD FOODS CO$2.7M
- EMBRAER S.A.$2.6M
- DEERE & CO$204.3K
Exited Positions
- LULULEMON ATHLETICA INC$3.1M
- CAVA GROUP INC$3.0M
- THE TRADE DESK INC$2.5M
- STERLING INFRASTRUCTURE INC$1.4M
- PROGYNY INC$819.9K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | WISDOMTREE TR | USFR | 97717Y527 | $19.9M | 13.20% | 394,250 | SH |
| 2 | WISDOMTREE TR | EPI | 97717W422 | $6.2M | 4.10% | 144,201 | SH |
| 3 | AMERICAN CENTY ETF TR | AVDV | 025072802 | $5.6M | 3.74% | 54,662 | SH |
| 4 | WISDOMTREE TR | DGS | 97717W281 | $5.2M | 3.46% | 80,367 | SH |
| 5 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $4.9M | 3.24% | 9,746 | SH |
| 6 | ALPHABET INC | GOOG | 02079K107 | $4.5M | 2.97% | 12,662 | SH |
| 7 | SPROUTS FMRS MKT INC | SFM | 85208M102 | $4.4M | 2.91% | 51,711 | SH |
| 8 | TECK RESOURCES LTD | TECK | 878742204 | $4.2M | 2.80% | 70,851 | SH |
| 9 | AMAZON COM INC | AMZN | 023135106 | $4.2M | 2.80% | 17,653 | SH |
| 10 | SEA LTD | SE | 81141R100 | $4.2M | 2.79% | 43,816 | SH |
| 11 | AMGEN INC | AMGN | 031162100 | $4.2M | 2.78% | 11,566 | SH |
| 12 | BRISTOL-MYERS SQUIBB CO | BMY | 110122108 | $4.0M | 2.64% | 69,007 | SH |
| 13 | ISHARES TR | SMIN | 46429B614 | $3.8M | 2.55% | 54,262 | SH |
| 14 | KINSALE CAP GROUP INC | KNSL | 49714P108 | $3.6M | 2.43% | 11,063 | SH |
| 15 | APPLE INC | AAPL | 037833100 | $3.5M | 2.32% | 12,076 | SH |
| 16 | UNITED RENTALS INC | URI | 911363109 | $3.4M | 2.29% | 3,044 | SH |
| 17 | T-MOBILE US INC | TMUS | 872590104 | $3.4M | 2.24% | 20,067 | SH |
| 18 | MERCADOLIBRE INC | MELI | 58733R102 | $3.3M | 2.19% | 1,941 | SH |
| 19 | OWENS CORNING NEW | OC | 690742101 | $3.3M | 2.18% | 20,676 | SH |
| 20 | CASEYS GEN STORES INC | CASY | 147528103 | $2.8M | 1.88% | 3,556 | SH |
| 21 | CAL MAINE FOODS INC | CALM | 128030202 | $2.8M | 1.87% | 34,844 | SH |
| 22 | DUOLINGO INC | DUOL | 26603R106 | $2.8M | 1.85% | 24,222 | SH |
| 23 | PROLOGIS INC. | PLD | 74340W103 | $2.8M | 1.83% | 20,319 | SH |
| 24 | FIRST SOLAR INC | FSLR | 336433107 | $2.7M | 1.82% | 11,628 | SH |
| 25 | TARGET CORP | TGT | 87612E106 | $2.7M | 1.81% | 20,895 | SH |
| 26 | SIMPLY GOOD FOODS CO | SMPL | 82900L102 | $2.7M | 1.79% | 202,479 | SH |
| 27 | ALEXANDRIA REAL ESTATE EQ IN | ARE | 015271109 | $2.7M | 1.79% | 50,818 | SH |
| 28 | EMBRAER S.A. | EMBJ | 29082A107 | $2.6M | 1.70% | 40,176 | SH |
| 29 | ISHARES TR | ILF | 464287390 | $2.4M | 1.61% | 71,820 | SH |
| 30 | CROWDSTRIKE HLDGS INC | CRWD | 22788C105 | $2.4M | 1.61% | 3,174 | SH |
| 31 | PINTEREST INC | PINS | 72352L106 | $2.4M | 1.60% | 114,435 | SH |
| 32 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $2.4M | 1.56% | 2,514 | SH |
| 33 | CHIPOTLE MEXICAN GRILL INC | CMG | 169656105 | $2.3M | 1.54% | 68,351 | SH |
| 34 | DATADOG INC | DDOG | 23804L103 | $2.3M | 1.54% | 8,869 | SH |
| 35 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $2.2M | 1.49% | 4,706 | SH |
| 36 | GRAB HOLDINGS LIMITED | GRAB | G4124C109 | $2.2M | 1.47% | 586,752 | SH |
| 37 | DISNEY WALT CO | DIS | 254687106 | $2.2M | 1.44% | 22,572 | SH |
| 38 | COUPANG INC | CPNG | 22266T109 | $2.1M | 1.42% | 122,902 | SH |
| 39 | COPART INC | CPRT | 217204106 | $1.9M | 1.29% | 68,656 | SH |
| 40 | NEXTPOWER INC | NXT | 65290E101 | $1.4M | 0.93% | 11,772 | SH |
| 41 | ENPHASE ENERGY INC | ENPH | 29355A107 | $1.2M | 0.78% | 23,944 | SH |
| 42 | ALBEMARLE CORP | ALB | 012653101 | $1.1M | 0.74% | 8,268 | SH |
| 43 | FREEPORT-MCMORAN INC | FCX | 35671D857 | $519.1K | 0.35% | 8,256 | SH |
| 44 | ISHARES TR | SHV | 464288679 | $484.3K | 0.32% | 4,389 | SH |
| 45 | LOWES COS INC | LOW | 548661107 | $277.2K | 0.18% | 1,258 | SH |
| 46 | DEERE & CO | DE | 244199105 | $204.3K | 0.14% | 322 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-14 | $150.4M | 46 | 0002006661-26-000004 |
| 2026-03-31 | 2026-04-13 | $136.2M | 49 | 0002006661-26-000003 |
| 2025-12-31 | 2026-01-06 | $138.5M | 51 | 0002006661-26-000001 |