Leibman Financial Services, Inc.
Reported holdings as of Q2 2026, from 11 quarterly filings.
Holdings
| Security | Ticker | Value | Shares | Weight | Weight change | Held | Change |
|---|---|---|---|---|---|---|---|
| WISDOMTREE TR | USFR | $19.9M | 394,250 | +4.16pp | 11q | +61.2%+$7.5M | |
| WISDOMTREE TR | EPI | $6.2M | 144,201 | -0.03pp | 3q | +4.5%+$267.7K | |
| AMERICAN CENTY ETF TR | AVDV | $5.6M | 54,662 | -0.18pp | 5q | +2.1%+$116.7K | |
| WISDOMTREE TR | DGS | $5.2M | 80,367 | +0.48pp | 3q | +18.9%+$828.3K | |
| BERKSHIRE HATHAWAY INC DEL | BRKB | $4.9M | 9,746 | -0.07pp | 11q | +3.6%+$168.5K | |
| ALPHABET INC | GOOG | $4.5M | 12,662 | +0.90pp | 11q | +28.5%+$992.1K | |
| SPROUTS FMRS MKT INC | SFM | $4.4M | 51,711 | +0.05pp | 2q | +2.4%+$104.4K | |
| TECK RESOURCES LTD | TECK | $4.2M | 70,851 | -0.34pp | 11q | -14.4%-$706.8K | |
| AMAZON COM INC | AMZN | $4.2M | 17,653 | -0.04pp | 7q | -4.8%-$211.6K | |
| SEA LTD | SE | $4.2M | 43,816 | +0.98pp | 4q | +47.3%+$1.3M | |
| AMGEN INC | AMGN | $4.2M | 11,566 | -0.28pp | 11q | -2.5%-$108.3K | |
| BRISTOL-MYERS SQUIBB CO | BMY | $4.0M | 69,007 | -0.34pp | 2q | +3.1%+$121.0K | |
| ISHARES TR | SMIN | $3.8M | 54,262 | +0.27pp | 11q | +4.6%+$167.1K | |
| KINSALE CAP GROUP INC | KNSL | $3.6M | 11,063 | flat | 11q | +14.3%+$456.4K | |
| APPLE INC | AAPL | $3.5M | 12,076 | +0.02pp | 11q | -2.1%-$74.4K | |
| UNITED RENTALS INC | URI | $3.4M | 3,044 | +0.64pp | 11q | -1.3%-$44.2K | |
| T-MOBILE US INC | TMUS | $3.4M | 20,067 | -0.65pp | 9q | +7.3%+$229.6K | |
| MERCADOLIBRE INC | MELI | $3.3M | 1,941 | +0.11pp | 4q | +18.3%+$509.1K | |
| OWENS CORNING NEW | OC | $3.3M | 20,676 | +0.60pp | 3q | +3.6%+$112.9K | |
| CASEYS GEN STORES INC | CASY | $2.8M | 3,556 | -0.50pp | 5q | -20.1%-$709.7K | |
| CAL MAINE FOODS INC | CALM | $2.8M | 34,844 | -0.07pp | 2q | +4.3%+$115.8K | |
| DUOLINGO INC | DUOL | $2.8M | 24,222 | - | new | NEW | |
| PROLOGIS INC. | PLD | $2.8M | 20,319 | -0.16pp | 8q | -0.7%-$19.8K | |
| FIRST SOLAR INC | FSLR | $2.7M | 11,628 | +0.21pp | 11q | +4.4%+$115.6K | |
| TARGET CORP | TGT | $2.7M | 20,895 | -0.53pp | 7q | -20.6%-$710.1K | |
| SIMPLY GOOD FOODS CO | SMPL | $2.7M | 202,479 | - | new | NEW | |
| ALEXANDRIA REAL ESTATE EQ IN | ARE | $2.7M | 50,818 | +0.25pp | 11q | +12.9%+$305.8K | |
| EMBRAER S.A. | EMBJ | $2.6M | 40,176 | - | new | NEW | |
| ISHARES TR | ILF | $2.4M | 71,820 | -0.69pp | 3q | -18.7%-$555.9K | |
| CROWDSTRIKE HLDGS INC | CRWD | $2.4M | 3,174 | +0.67pp | 9q | -3.3%-$81.6K | |
| PINTEREST INC | PINS | $2.4M | 114,435 | +0.35pp | 11q | +23.4%+$456.9K | |
| COSTCO WHOLESALE CORPORATION | COST | $2.4M | 2,514 | +0.57pp | 3q | +85.0%+$1.1M | |
| CHIPOTLE MEXICAN GRILL INC | CMG | $2.3M | 68,351 | +0.01pp | 5q | +4.6%+$102.6K | |
| DATADOG INC | DDOG | $2.3M | 8,869 | +0.74pp | 11q | -2.9%-$69.3K | |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | $2.2M | 4,706 | +0.26pp | 11q | -5.2%-$122.3K | |
| GRAB HOLDINGS LIMITED | GRAB | $2.2M | 586,752 | +0.11pp | 7q | +16.0%+$303.5K | |
| DISNEY WALT CO | DIS | $2.2M | 22,572 | -0.13pp | 11q | +1.7%+$36.7K | |
| COUPANG INC | CPNG | $2.1M | 122,902 | -0.21pp | 4q | +4.7%+$95.6K | |
| COPART INC | CPRT | $1.9M | 68,656 | -0.09pp | 3q | +21.5%+$343.1K | |
| NEXTPOWER INC | NXT | $1.4M | 11,772 | -0.40pp | 4q | -21.7%-$388.6K | |
| ENPHASE ENERGY INC | ENPH | $1.2M | 23,944 | -0.14pp | 11q | -27.8%-$453.7K | |
| ALBEMARLE CORP | ALB | $1.1M | 8,268 | -0.32pp | 11q | +2.7%+$28.9K | |
| FREEPORT-MCMORAN INC | FCX | $519.1K | 8,256 | -1.81pp | 6q | -83.5%-$2.6M | |
| ISHARES TR | SHV | $484.3K | 4,389 | -0.13pp | 11q | -20.9%-$128.2K | |
| LOWES COS INC | LOW | $277.2K | 1,258 | -1.58pp | 11q | -87.6%-$2.0M | |
| DEERE & CO | DE | $204.3K | 322 | - | new | NEW |
By sector
Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.
| Sector | Value | Share |
|---|---|---|
| Retail & Consumer | $23.2M | 15.4% |
| Software & IT Services | $14.4M | 9.6% |
| Business Services | $13.1M | 8.7% |
| Insurance | $8.5M | 5.7% |
| Biotech & Pharma | $8.2M | 5.4% |
| Semiconductors & Electronics | $7.6M | 5.0% |
| Telecom & Media | $5.5M | 3.7% |
| Real Estate | $5.4M | 3.6% |
| Mining & Metals | $4.7M | 3.1% |
| Computer Hardware | $3.5M | 2.3% |
| Construction & Building | $3.3M | 2.2% |
| Agriculture | $2.8M | 1.9% |
| Other sectors | $6.6M | 4.4% |
| Not classified | $43.6M | 29.0% |
Quarter by quarter
| Quarter | Value | Positions | New | Added | Trimmed | Exited | Top 10 | Days to file |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | $150.4M | 46 | 4 | 25 | 17 | 7 | 42.0% | 14 |
| Q1 2026 | $136.2M | 49 | 3 | 25 | 19 | 5 | 38.3% | 13 |
| Q4 2025 | $138.5M | 51 | 7 | 27 | 14 | 4 | 41.7% | 6 |
| Q3 2025 | $131.7M | 48 | 4 | 15 | 24 | 5 | 44.4% | 20 |
| Q2 2025 | $130.1M | 49 | 5 | 19 | 22 | 9 | 38.4% | 9 |
| Q1 2025 | $128.6M | 53 | 4 | 21 | 15 | 6 | 41.6% | 9 |
| Q4 2024 | $137.1M | 55 | 7 | 19 | 23 | 9 | 39.2% | 13 |
| Q3 2024 | $141.1M | 57 | 7 | 22 | 19 | 6 | 39.3% | 8 |
| Q2 2024 | $134.9M | 56 | 4 | 23 | 15 | 1 | 39.1% | 9 |
| Q1 2024 | $130.3M | 53 | 2 | 22 | 15 | 1 | 40.2% | 4 |
| Q4 2023 | $120.3M | 52 | 0 | 0 | 0 | 0 | 38.5% | 5 |
Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.
Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.
Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.