Leibman Financial Services, Inc. — 13F Holdings & Portfolio
CIK 2006661 · latest 13F-HR filed 2026-04-13
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.
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AUM
$136.2M
Long-equity book
Holdings
49
Distinct positions
Period
2026-03-31
Filed 2026-04-13
Q/Q Activity
+3 / −5 / ↑13 / ↓25
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- MERCADOLIBRE INC$839.2K +42.0%
- SEA LTD$809.7K +49.0%
- CASEYS GEN STORES INC$747.8K +30.0%
- T-MOBILE US INC$653.6K +20.0%
- TARGET CORP$627.1K +24.5%
Top Trims
- ALBEMARLE CORP-$2.8M -65.7%
- WISDOMTREE TR-$2.6M -17.2%
- FREEPORT-MCMORAN INC-$1.7M -37.1%
- LULULEMON ATHLETICA INC-$1.6M -33.9%
- DISNEY WALT CO-$1.2M -36.7%
New Positions
- BRISTOL-MYERS SQUIBB CO$4.1M
- SPROUTS FMRS MKT INC$3.9M
- CAL MAINE FOODS INC$2.6M
Exited Positions
- CATERPILLAR INC$349.5K
- DEERE & CO$310.1K
- AES CORP$239.0K
- MICROSOFT CORP$217.2K
- SHELL PLC$209.9K
All Holdings
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 | $12.3M | 9.04% | 244,499 | SH |
| 2 | WISDOMTREE TR | EPI | 97717W422 | $5.6M | 4.13% | 137,944 | SH |
| 3 | AMERICAN CENTY ETF TR | AVDV | 025072802 | $5.3M | 3.92% | 53,530 | SH |
| 4 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $4.5M | 3.31% | 9,409 | SH |
| 5 | TECK RESOURCES LTD | TECK | 878742204 | $4.3M | 3.14% | 82,738 | SH |
| 6 | AMGEN INC | AMGN | 031162100 | $4.2M | 3.07% | 11,865 | SH |
| 7 | WISDOMTREE TR | DGS | 97717W281 | $4.1M | 2.98% | 67,567 | SH |
| 8 | BRISTOL-MYERS SQUIBB CO | BMY | 110122108 | $4.1M | 2.98% | 66,907 | SH |
| 9 | T-MOBILE US INC | TMUS | 872590104 | $3.9M | 2.88% | 18,698 | SH |
| 10 | SPROUTS FMRS MKT INC | SFM | 85208M102 | $3.9M | 2.86% | 50,477 | SH |
| 11 | AMAZON COM INC | AMZN | 023135106 | $3.9M | 2.84% | 18,541 | SH |
| 12 | KINSALE CAP GROUP INC | KNSL | 49714P108 | $3.3M | 2.43% | 9,679 | SH |
| 13 | CASEYS GEN STORES INC | CASY | 147528103 | $3.2M | 2.38% | 4,449 | SH |
| 14 | TARGET CORP | TGT | 87612E106 | $3.2M | 2.34% | 26,332 | SH |
| 15 | ISHARES TR | ILF | 464287390 | $3.1M | 2.30% | 88,292 | SH |
| 16 | APPLE INC | AAPL | 037833100 | $3.1M | 2.30% | 12,333 | SH |
| 17 | ISHARES TR | SMIN | 46429B614 | $3.1M | 2.28% | 51,900 | SH |
| 18 | LULULEMON ATHLETICA INC | LULU | 550021109 | $3.1M | 2.24% | 19,930 | SH |
| 19 | CAVA GROUP INC | CAVA | 148929102 | $3.0M | 2.21% | 37,207 | SH |
| 20 | FREEPORT-MCMORAN INC | FCX | 35671D857 | $2.9M | 2.16% | 50,039 | SH |
| 21 | MERCADOLIBRE INC | MELI | 58733R102 | $2.8M | 2.08% | 1,641 | SH |
| 22 | ALPHABET INC | GOOG | 02079K107 | $2.8M | 2.08% | 9,854 | SH |
| 23 | PROLOGIS INC. | PLD | 74340W103 | $2.7M | 1.99% | 20,465 | SH |
| 24 | CAL MAINE FOODS INC | CALM | 128030202 | $2.6M | 1.94% | 33,407 | SH |
| 25 | THE TRADE DESK INC | TTD | 88339J105 | $2.5M | 1.81% | 108,675 | SH |
| 26 | SEA LTD | SE | 81141R100 | $2.5M | 1.81% | 29,746 | SH |
| 27 | LOWES COS INC | LOW | 548661107 | $2.4M | 1.76% | 10,157 | SH |
| 28 | UNITED RENTALS INC | URI | 911363109 | $2.2M | 1.65% | 3,083 | SH |
| 29 | COUPANG INC | CPNG | 22266T109 | $2.2M | 1.63% | 117,399 | SH |
| 30 | FIRST SOLAR INC | FSLR | 336433107 | $2.2M | 1.61% | 11,138 | SH |
| 31 | OWENS CORNING NEW | OC | 690742101 | $2.2M | 1.59% | 19,966 | SH |
| 32 | DISNEY WALT CO | DIS | 254687106 | $2.1M | 1.57% | 22,191 | SH |
| 33 | CHIPOTLE MEXICAN GRILL INC | CMG | 169656105 | $2.1M | 1.54% | 65,334 | SH |
| 34 | ALEXANDRIA REAL ESTATE EQ IN | ARE | 015271109 | $2.1M | 1.53% | 45,031 | SH |
| 35 | COPART INC | CPRT | 217204106 | $1.9M | 1.38% | 56,486 | SH |
| 36 | GRAB HOLDINGS LIMITED | GRAB | G4124C109 | $1.9M | 1.36% | 506,025 | SH |
| 37 | NEXTPOWER INC | NXT | 65290E101 | $1.8M | 1.33% | 15,034 | SH |
| 38 | PINTEREST INC | PINS | 72352L106 | $1.7M | 1.25% | 92,710 | SH |
| 39 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $1.7M | 1.23% | 4,962 | SH |
| 40 | ALBEMARLE CORP | ALB | 012653101 | $1.4M | 1.06% | 8,054 | SH |
| 41 | STERLING INFRASTRUCTURE INC | STRL | 859241101 | $1.4M | 1.04% | 3,486 | SH |
| 42 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $1.4M | 0.99% | 1,359 | SH |
| 43 | CROWDSTRIKE HLDGS INC | CRWD | 22788C105 | $1.3M | 0.94% | 3,281 | SH |
| 44 | ENPHASE ENERGY INC | ENPH | 29355A107 | $1.3M | 0.92% | 33,159 | SH |
| 45 | DATADOG INC | DDOG | 23804L103 | $1.1M | 0.79% | 9,135 | SH |
| 46 | PROGYNY INC | PGNY | 74340E103 | $819.9K | 0.60% | 48,287 | SH |
| 47 | ISHARES TR | SHV | 464288679 | $612.8K | 0.45% | 5,551 | SH |
| 48 | UNION PAC CORP | UNP | 907818108 | $233.0K | 0.17% | 960 | SH |
| 49 | PUBMATIC INC | PUBM | 74467Q103 | $133.3K | 0.10% | 16,296 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-13 | $136.2M | 49 | 0002006661-26-000003 |
| 2025-12-31 | 2026-01-06 | $138.5M | 51 | 0002006661-26-000001 |