Leibman Financial Services, Inc.
CIK 2006661 · View on SEC EDGAR ↗
- Portfolio value
- $150.4M
- Positions
- 46
- As of
- June 30, 2026
#7,384 of 9,443 by 13F value · top 78.2%
Portfolio value QoQ: +10.5% 13F does not disclose cash
- Top 10 holdings weight
- 42.01%
- Top 25 holdings weight
- 74.70%
- Positions above 1%
- 39
- Effective number of positions
- 26.5
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 14.03% Est. buys $24,189,204 · sells $20,105,998
Median holding: 5.0 quarters Tracked Q4 2024–Q2 2026 · 58.2% still held
- New positions
- 4
- Increased
- 25
- Decreased
- 17
- Closed
- 7
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Retail
17.5%
Industrials
10.0%
Technology
9.6%
Communication Services
6.0%
Healthcare
5.4%
Materials
3.9%
Consumer Staples
3.7%
Real Estate
3.6%
Financials
2.4%
Telecommunication
2.2%
Diversified Consumer Services
1.9%
Consumer Discretionary
1.5%
Other/Unmapped
32.2%
Full portfolio 46 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| USFR | $19,850,511 | 13.20% | 394,250 | $7,542,414 | Up ×1 | ||
| EPI | $6,168,927 | 4.10% | 144,201 | $540,804 | Up ×2 | ||
| AVDV | $5,632,941 | 3.74% | 54,662 | $287,411 | Up ×1 | ||
| DGS | $5,200,519 | 3.46% | 80,367 | $1,139,719 | Up ×2 | ||
| BRKB | $4,873,093 | 3.24% | 9,746 | $364,793 | Up ×4 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $4,473,831 | 2.97% | 12,662 | $1,646,732 | Up ×1 | ||
| SFM Sprouts Farmers Market, Inc. - Common Stock | $4,373,716 | 2.91% | 51,711 | $480,425 | Up ×1 | ||
| TECK Teck Resources Ltd Ordinary Shares | $4,212,791 | 2.80% | 70,851 | $-68,911 | Down ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $4,207,297 | 2.80% | 17,653 | $345,125 | Down ×2 | ||
| SE Sea Limited American Depositary Shares, each representing one Class A Ordinary Share | $4,198,887 | 2.79% | 43,816 | $1,735,621 | Up ×3 | ||
| AMGN Amgen Inc. - Common Stock | $4,188,198 | 2.78% | 11,566 | $13,578 | Down ×1 | ||
| BMY Bristol-Myers Squibb Company Common Stock | $3,976,211 | 2.64% | 69,007 | $-81,699 | Up ×1 | ||
| SMIN | $3,837,954 | 2.55% | 54,262 | $726,027 | Up ×3 | ||
| KNSL Kinsale Capital Group, Inc. Common Stock | $3,648,585 | 2.43% | 11,063 | $341,765 | Up ×4 | ||
| AAPL Apple Inc. - Common Stock | $3,494,227 | 2.32% | 12,076 | $364,322 | Down ×3 | ||
| URI United Rentals, Inc. Common Stock | $3,448,194 | 2.29% | 3,044 | $1,202,158 | Down ×1 | ||
| TMUS T-Mobile US, Inc. - Common Stock | $3,365,891 | 2.24% | 20,067 | $-561,298 | Up ×5 | ||
| MELI MercadoLibre, Inc. - Common Stock | $3,293,879 | 2.19% | 1,941 | $456,557 | Up ×3 | ||
| OC Owens Corning Inc Common Stock New | $3,286,606 | 2.18% | 20,676 | $1,125,885 | Up ×2 | ||
| CASY Caseys General Stores, Inc. - Common Stock | $2,826,009 | 1.88% | 3,556 | $-412,386 | Down ×2 | ||
| CALM Cal-Maine Foods, Inc. - Common Stock | $2,807,010 | 1.87% | 34,844 | $166,519 | Up ×1 | ||
| DUOL Duolingo, Inc. - Class A Common Stock | $2,786,014 | 1.85% | 24,222 | Up ×1 | |||
| PLD Prologis, Inc. Common Stock | $2,752,612 | 1.83% | 20,319 | $47,566 | Down ×1 | ||
| FSLR First Solar, Inc. - Common Stock | $2,743,781 | 1.82% | 11,628 | $546,668 | Up ×1 | ||
| TGT Target Corporation Common Stock | $2,729,070 | 1.81% | 20,895 | $-459,692 | Down ×1 | ||
| SMPL The Simply Good Foods Company - Common Stock | $2,688,921 | 1.79% | 202,479 | Up ×1 | |||
| ARE Alexandria Real Estate Equities, Inc. Common Stock | $2,685,753 | 1.79% | 50,818 | $595,416 | Up ×1 | ||
| EMBJ Embraer S.A. Common Stock | $2,563,229 | 1.70% | 40,176 | Up ×1 | |||
| ILF | $2,423,941 | 1.61% | 71,820 | $-712,207 | Down ×1 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $2,421,909 | 1.61% | 3,174 | $1,141,169 | Down ×1 | ||
| PINS Pinterest, Inc. Class A Common Stock | $2,406,578 | 1.60% | 114,435 | $703,487 | Up ×5 | ||
| COST Costco Wholesale Corporation - Common Stock | $2,351,445 | 1.56% | 2,514 | $997,245 | Up ×2 | ||
| CMG Chipotle Mexican Grill, Inc. Common Stock | $2,323,934 | 1.54% | 68,351 | $232,593 | Up ×4 | ||
| DDOG Datadog, Inc. - Class A Common Stock | $2,309,133 | 1.54% | 8,869 | $1,230,746 | Down ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $2,247,496 | 1.49% | 4,706 | $570,649 | Down ×6 | ||
| GRAB Grab Holdings Limited - Class A Ordinary Shares | $2,206,188 | 1.47% | 586,752 | $354,136 | Up ×6 | ||
| DIS Walt Disney Company (The) Common Stock | $2,172,105 | 1.44% | 22,572 | $33,532 | Up ×1 | ||
| CPNG Coupang, Inc. Class A Common Stock | $2,134,808 | 1.42% | 122,902 | $-81,685 | Up ×3 | ||
| CPRT Copart, Inc. - Common Stock | $1,935,413 | 1.29% | 68,656 | $60,078 | Up ×2 | ||
| NXT Nextpower Inc. - Class A Common Stock | $1,402,516 | 0.93% | 11,772 | $-409,833 | Down ×2 | ||
| ENPH Enphase Energy, Inc. - Common Stock | $1,179,003 | 0.78% | 23,944 | $-74,739 | Down ×1 | ||
| ALB Albemarle Corporation Common Stock | $1,116,439 | 0.74% | 8,268 | $-329,516 | Up ×1 | ||
| FCX Freeport-McMoRan, Inc. Common Stock | $519,137 | 0.35% | 8,256 | $-2,422,134 | Down ×2 | ||
| SHV iShares 0-1 Year Treasury Bond ETF | $484,336 | 0.32% | 4,389 | $-128,449 | Down ×5 | ||
| LOW Lowe's Companies, Inc. Common Stock | $277,225 | 0.18% | 1,258 | $-2,122,742 | Down ×2 | ||
| DE Deere & Company Common Stock | $204,254 | 0.14% | 322 | ||||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| BRKB | $4,873,093 | 3.24% | up ×4 |
| SE | $4,198,887 | 2.79% | up ×3 |
| SMIN | $3,837,954 | 2.55% | up ×3 |
| KNSL | $3,648,585 | 2.43% | up ×4 |
| TMUS | $3,365,891 | 2.24% | up ×5 |
| MELI | $3,293,879 | 2.19% | up ×3 |
| PINS | $2,406,578 | 1.60% | up ×5 |
| CMG | $2,323,934 | 1.54% | up ×4 |
| GRAB | $2,206,188 | 1.47% | up ×6 |
| CPNG | $2,134,808 | 1.42% | up ×3 |
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| USFR | Bought more | +150K | +$7.5M |
| SE | Bought more | +14K | +$1.7M |
| GOOG | Bought more | +3K | +$1.6M |
| DDOG | Trimmed | -266 | +$1.2M |
| URI | Trimmed | -39 | +$1.2M |
| CRWD | Trimmed | -107 | +$1.1M |
| DGS | Bought more | +13K | +$1.1M |
| OC | Bought more | +710 | +$1.1M |
| COST | Bought more | +1K | +$997K |
| SMIN | Bought more | +2K | +$726K |
2 positions hidden (data completeness check)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| EPI | Sept. 30, 2025 | 126,595 | $6,009,474 | No longer tracked |
| INDA | Dec. 31, 2025 | 128,100 | $5,662,029 | No longer tracked |
| CVX | June 30, 2025 | 19,573 | $3,274,336 | 44.3% |
| DG | Sept. 30, 2025 | 28,174 | $3,222,497 | 17.9% |
| LULU | June 30, 2026 | 19,930 | $3,051,283 | 3.1% |
| GPC | Sept. 30, 2025 | 25,008 | $3,033,762 | -3.3% |
| CAVA | June 30, 2026 | 37,207 | $3,010,046 | -7.4% |
| AMAT | Dec. 31, 2025 | 12,303 | $2,518,895 | 92.3% |
| TTD | June 30, 2026 | 108,675 | $2,465,834 | -26.9% |
| MTH | June 30, 2025 | 23,905 | $1,694,379 | 6.9% |
| PSTG | Dec. 31, 2025 | 18,952 | $1,588,370 | No longer tracked |
| STRL | June 30, 2026 | 3,486 | $1,419,743 | -37.6% |
| ROK | June 30, 2025 | 4,660 | $1,204,051 | 31.4% |
| PGNY | June 30, 2026 | 48,287 | $819,905 | -9.9% |
| LUV | June 30, 2025 | 13,843 | $464,831 | 24.4% |
| RXT | March 31, 2025 | 3,822 | $442,282 | 92.9% |
| CAT | March 31, 2026 | 610 | $349,451 | 16.3% |
| DE | March 31, 2026 | 666 | $310,070 | 10.7% |
| WMT | Sept. 30, 2025 | 2,559 | $250,219 | 0.1% |
| CAT | June 30, 2025 | 751 | $247,680 | 112.2% |
| AES | March 31, 2026 | 16,664 | $238,962 | 4.8% |
| CARR | June 30, 2025 | 3,752 | $237,877 | -16.8% |
| NUE | June 30, 2025 | 1,974 | $237,551 | 92.5% |
| UNP | June 30, 2026 | 960 | $232,963 | 12.6% |
| RS | Sept. 30, 2025 | 719 | $225,694 | 38.1% |
| MSFT | March 31, 2026 | 449 | $217,183 | 30.2% |
| TSLA | Dec. 31, 2025 | 488 | $217,023 | -22.5% |
| MGA | June 30, 2025 | 6,241 | $212,132 | 86.4% |
| HON | March 31, 2025 | 939 | $212,111 | 10.0% |
| SHEL | March 31, 2026 | 2,856 | $209,885 | 0.8% |
| ALTM | March 31, 2025 | 40,598 | $208,268 | No longer tracked |
| SWKS | March 31, 2025 | 2,264 | $200,772 | 5.1% |
| PUBM | June 30, 2026 | 16,296 | $133,301 | 22.6% |