# Leibman Financial Services, Inc.

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2006661. Source: https://holderbook.com/funds/2006661-leibman-financial-services-inc/

- Reported value: $150.4M
- Positions: 46
- Weight of the ten largest: 42.0%
- Filed: 2026-07-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| WISDOMTREE TR | [USFR](https://holderbook.com/stocks/USFR/) | $19.9M | 394,250 | 13.2% | 11 |
| WISDOMTREE TR | [EPI](https://holderbook.com/stocks/EPI/) | $6.2M | 144,201 | 4.1% | 3 |
| AMERICAN CENTY ETF TR | [AVDV](https://holderbook.com/stocks/AVDV/) | $5.6M | 54,662 | 3.7% | 5 |
| WISDOMTREE TR | [DGS](https://holderbook.com/stocks/DGS/) | $5.2M | 80,367 | 3.5% | 3 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $4.9M | 9,746 | 3.2% | 11 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $4.5M | 12,662 | 3.0% | 11 |
| SPROUTS FMRS MKT INC | [SFM](https://holderbook.com/stocks/SFM/) | $4.4M | 51,711 | 2.9% | 2 |
| TECK RESOURCES LTD | [TECK](https://holderbook.com/stocks/TECK/) | $4.2M | 70,851 | 2.8% | 11 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $4.2M | 17,653 | 2.8% | 7 |
| SEA LTD | [SE](https://holderbook.com/stocks/SE/) | $4.2M | 43,816 | 2.8% | 4 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $4.2M | 11,566 | 2.8% | 11 |
| BRISTOL-MYERS SQUIBB CO | [BMY](https://holderbook.com/stocks/BMY/) | $4.0M | 69,007 | 2.6% | 2 |
| ISHARES TR | [SMIN](https://holderbook.com/stocks/SMIN/) | $3.8M | 54,262 | 2.6% | 11 |
| KINSALE CAP GROUP INC | [KNSL](https://holderbook.com/stocks/KNSL/) | $3.6M | 11,063 | 2.4% | 11 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $3.5M | 12,076 | 2.3% | 11 |
| UNITED RENTALS INC | [URI](https://holderbook.com/stocks/URI/) | $3.4M | 3,044 | 2.3% | 11 |
| T-MOBILE US INC | [TMUS](https://holderbook.com/stocks/TMUS/) | $3.4M | 20,067 | 2.2% | 9 |
| MERCADOLIBRE INC | [MELI](https://holderbook.com/stocks/MELI/) | $3.3M | 1,941 | 2.2% | 4 |
| OWENS CORNING NEW | [OC](https://holderbook.com/stocks/OC/) | $3.3M | 20,676 | 2.2% | 3 |
| CASEYS GEN STORES INC | [CASY](https://holderbook.com/stocks/CASY/) | $2.8M | 3,556 | 1.9% | 5 |
| CAL MAINE FOODS INC | [CALM](https://holderbook.com/stocks/CALM/) | $2.8M | 34,844 | 1.9% | 2 |
| DUOLINGO INC | [DUOL](https://holderbook.com/stocks/DUOL/) | $2.8M | 24,222 | 1.9% | 1 |
| PROLOGIS INC. | [PLD](https://holderbook.com/stocks/PLD/) | $2.8M | 20,319 | 1.8% | 8 |
| FIRST SOLAR INC | [FSLR](https://holderbook.com/stocks/FSLR/) | $2.7M | 11,628 | 1.8% | 11 |
| TARGET CORP | [TGT](https://holderbook.com/stocks/TGT/) | $2.7M | 20,895 | 1.8% | 7 |
| SIMPLY GOOD FOODS CO | [SMPL](https://holderbook.com/stocks/SMPL/) | $2.7M | 202,479 | 1.8% | 1 |
| ALEXANDRIA REAL ESTATE EQ IN | [ARE](https://holderbook.com/stocks/ARE/) | $2.7M | 50,818 | 1.8% | 11 |
| EMBRAER S.A. | [EMBJ](https://holderbook.com/stocks/EMBJ/) | $2.6M | 40,176 | 1.7% | 1 |
| ISHARES TR | [ILF](https://holderbook.com/stocks/ILF/) | $2.4M | 71,820 | 1.6% | 3 |
| CROWDSTRIKE HLDGS INC | [CRWD](https://holderbook.com/stocks/CRWD/) | $2.4M | 3,174 | 1.6% | 9 |
| PINTEREST INC | [PINS](https://holderbook.com/stocks/PINS/) | $2.4M | 114,435 | 1.6% | 11 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $2.4M | 2,514 | 1.6% | 3 |
| CHIPOTLE MEXICAN GRILL INC | [CMG](https://holderbook.com/stocks/CMG/) | $2.3M | 68,351 | 1.5% | 5 |
| DATADOG INC | [DDOG](https://holderbook.com/stocks/DDOG/) | $2.3M | 8,869 | 1.5% | 11 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $2.2M | 4,706 | 1.5% | 11 |
| GRAB HOLDINGS LIMITED | [GRAB](https://holderbook.com/stocks/GRAB/) | $2.2M | 586,752 | 1.5% | 7 |
| DISNEY WALT CO | [DIS](https://holderbook.com/stocks/DIS/) | $2.2M | 22,572 | 1.4% | 11 |
| COUPANG INC | [CPNG](https://holderbook.com/stocks/CPNG/) | $2.1M | 122,902 | 1.4% | 4 |
| COPART INC | [CPRT](https://holderbook.com/stocks/CPRT/) | $1.9M | 68,656 | 1.3% | 3 |
| NEXTPOWER INC | [NXT](https://holderbook.com/stocks/NXT/) | $1.4M | 11,772 | 0.9% | 4 |
| ENPHASE ENERGY INC | [ENPH](https://holderbook.com/stocks/ENPH/) | $1.2M | 23,944 | 0.8% | 11 |
| ALBEMARLE CORP | [ALB](https://holderbook.com/stocks/ALB/) | $1.1M | 8,268 | 0.7% | 11 |
| FREEPORT-MCMORAN INC | [FCX](https://holderbook.com/stocks/FCX/) | $519.1K | 8,256 | 0.3% | 6 |
| ISHARES TR | [SHV](https://holderbook.com/stocks/SHV/) | $484.3K | 4,389 | 0.3% | 11 |
| LOWES COS INC | [LOW](https://holderbook.com/stocks/LOW/) | $277.2K | 1,258 | 0.2% | 11 |
| DEERE & CO | [DE](https://holderbook.com/stocks/DE/) | $204.3K | 322 | 0.1% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +8.1% | +14.8% | -6.8% | 100% |
| Q1 2026 | -1.7% | -4.6% | +2.9% | 100% |
| Q4 2025 | +2.1% | +2.4% | -0.3% | 101% |
| Q3 2025 | +6.1% | +7.8% | -1.8% | 100% |
| Q2 2025 | +5.6% | +10.5% | -4.9% | 100% |
| Q1 2025 | -6.3% | -4.6% | -1.8% | 96% |
| Q4 2024 | -0.4% | +2.1% | -2.6% | 97% |
| Q3 2024 | +3.1% | +5.4% | -2.4% | 93% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $150.4M | 46 |
| Q1 2026 | $136.2M | 49 |
| Q4 2025 | $138.5M | 51 |
| Q3 2025 | $131.7M | 48 |
| Q2 2025 | $130.1M | 49 |
| Q1 2025 | $128.6M | 53 |
| Q4 2024 | $137.1M | 55 |
| Q3 2024 | $141.1M | 57 |
| Q2 2024 | $134.9M | 56 |
| Q1 2024 | $130.3M | 53 |
| Q4 2023 | $120.3M | 52 |