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Leibman Financial Services, Inc. Top Holdings and 13F Report (2025)

About Leibman Financial Services, Inc.

Investment Activity

  • Leibman Financial Services, Inc. has $137.06 million in total holdings as of December 31, 2024.
  • Leibman Financial Services, Inc. owns shares of 55 different stocks, but just 29 companies or ETFs make up 80% of its holdings.
  • Approximately 16.72% of the portfolio was purchased this quarter.
  • About 17.38% of the portfolio was sold this quarter.
  • This quarter, Leibman Financial Services, Inc. has purchased 57 new stocks and bought additional shares in 19 stocks.
  • Leibman Financial Services, Inc. sold shares of 24 stocks and completely divested from 9 stocks this quarter.

Largest New Holdings this Quarter

Amazon.com
$2,555,674 Holding
AES
$2,375,364 Holding
Target
$2,271,565 Holding
Dollar General
$2,018,101 Holding
TESLA INC
$1,696,887 Holding

Largest Purchases this Quarter

Amazon.com
11,649 shares (about $2.56M)
AES
184,566 shares (about $2.38M)
Target
16,804 shares (about $2.27M)
Dollar General
26,617 shares (about $2.02M)

Largest Sales this Quarter

Magna International
72,121 shares (about $3.01M)
ARCADIUM LITHIUM PLC
563,357 shares (about $2.89M)
Deere & Company
6,309 shares (about $2.67M)
Apple
7,950 shares (about $1.99M)
Southwest Airlines
47,558 shares (about $1.60M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofLeibman Financial Services, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
WisdomTree Bloomberg Floating Rate Treasury Fund stock logo
USFR
WisdomTree Bloomberg Floating Rate Treasury Fund
$12,636,098$2,926,609 30.1%251,1159.2%Finance
WisdomTree India Earnings Fund stock logo
EPI
WisdomTree India Earnings Fund
$5,514,031$1,009,432 22.4%121,8034.0%Finance
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$5,007,393$125,999 -2.5%25,3553.7%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$5,004,157$224,824 -4.3%11,0403.7%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$4,845,092$186,818 -3.7%25,4423.5%Computer and Technology
United Rentals, Inc. stock logo
URI
United Rentals
$4,580,959$432,525 -8.6%6,5033.3%Construction
Lululemon Athletica Inc. stock logo
LULU
Lululemon Athletica
$4,338,824$255,067 6.2%11,3463.2%Consumer Discretionary
Alexandria Real Estate Equities, Inc. stock logo
ARE
Alexandria Real Estate Equities
$4,056,170$714,268 21.4%41,5803.0%Finance
Teck Resources Limited stock logo
TECK
Teck Resources
$3,972,947$51,676 1.3%98,0252.9%Basic Materials
FREEPORT-MCMORAN INC
$3,837,928$252,470 7.0%100,7862.8%CL B
Southwest Airlines Co. stock logo
LUV
Southwest Airlines
$3,694,413$1,598,905 -30.2%109,8872.7%Transportation
Apple Inc. stock logo
AAPL
Apple
$3,609,628$1,990,880 -35.5%14,4142.6%Computer and Technology
The Walt Disney Company stock logo
DIS
Walt Disney
$3,511,966$1,489,412 -29.8%31,5402.6%Consumer Discretionary
Albemarle Co. stock logo
ALB
Albemarle
$3,353,982$1,125,483 50.5%38,9642.4%Basic Materials
Amgen Inc. stock logo
AMGN
Amgen
$3,336,102$213,198 6.8%12,8002.4%Medical
T-Mobile US, Inc. stock logo
TMUS
T-Mobile US
$3,192,971$414,958 -11.5%14,4662.3%Computer and Technology
The Trade Desk, Inc. stock logo
TTD
Trade Desk
$3,101,969$358,937 -10.4%26,3932.3%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$3,095,397$1,037,700 -25.1%7,3442.3%Computer and Technology
First Solar, Inc. stock logo
FSLR
First Solar
$3,035,910$399,889 15.2%17,2262.2%Oils/Energy
Deere & Company stock logo
DE
Deere & Company
$3,003,214$2,673,149 -47.1%7,0882.2%Industrial Products
Genuine Parts stock logo
GPC
Genuine Parts
$2,972,758$498,690 20.2%25,4602.2%Retail/Wholesale
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$2,951,227$926,238 -23.9%11,9582.2%Retail/Wholesale
iShares MSCI India Small-Cap ETF stock logo
SMIN
iShares MSCI India Small-Cap ETF
$2,890,560$295,784 11.4%37,8102.1%ETF
Chevron Co. stock logo
CVX
Chevron
$2,674,671$71,552 -2.6%18,4662.0%Oils/Energy
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,555,674$2,555,674 New Holding11,6491.9%Retail/Wholesale
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$2,485,800$40,820 1.7%15,2851.8%Computer and Technology
Pure Storage, Inc. stock logo
PSTG
Pure Storage
$2,482,480$26,845 -1.1%40,4121.8%Computer and Technology
The AES Co. stock logo
AES
AES
$2,375,364$2,375,364 New Holding184,5661.7%Utilities
Datadog, Inc. stock logo
DDOG
Datadog
$2,355,970$252,058 -9.7%16,4881.7%Computer and Technology
Target Co. stock logo
TGT
Target
$2,271,565$2,271,565 New Holding16,8041.7%Retail/Wholesale
Kinsale Capital Group, Inc. stock logo
KNSL
Kinsale Capital Group
$2,119,625$2,326 -0.1%4,5571.5%Finance
Dollar General Co. stock logo
DG
Dollar General
$2,018,101$2,018,101 New Holding26,6171.5%Retail/Wholesale
Enphase Energy, Inc. stock logo
ENPH
Enphase Energy
$2,003,327$739,958 58.6%29,1691.5%Oils/Energy
Prologis, Inc. stock logo
PLD
Prologis
$1,986,523$404,619 25.6%18,7941.4%Finance
Pinterest, Inc. stock logo
PINS
Pinterest
$1,862,437$941,455 102.2%64,2221.4%Computer and Technology
Meritage Homes Co. stock logo
MTH
Meritage Homes
$1,826,490$632,519 -25.7%11,8741.3%Construction
TESLA INC
$1,696,887$1,696,887 New Holding4,2021.2%COM
Rockwell Automation, Inc. stock logo
ROK
Rockwell Automation
$1,331,7810.0%4,6601.0%Computer and Technology
Progyny, Inc. stock logo
PGNY
Progyny
$1,095,530$549,792 100.7%63,5090.8%Medical
CrowdStrike Holdings, Inc. stock logo
CRWD
CrowdStrike
$1,094,912$65,695 6.4%3,2000.8%Computer and Technology
iShares Short Treasury Bond ETF stock logo
SHV
iShares Short Treasury Bond ETF
$1,063,122$79,170 -6.9%9,6550.8%ETF
Grab Holdings Limited stock logo
GRAB
Grab
$937,047$937,047 New Holding198,5270.7%Business Services
Walmart Inc. stock logo
WMT
Walmart
$900,312$84,204 -8.6%9,9650.7%Retail/Wholesale
PubMatic, Inc. stock logo
PUBM
PubMatic
$832,776$120,913 17.0%56,6900.6%Computer and Technology
Union Pacific Co. stock logo
UNP
Union Pacific
$618,4440.0%2,7120.5%Transportation
Shell plc stock logo
SHEL
Shell
$495,020$23,244 -4.5%7,9010.4%Oils/Energy
Rackspace Technology, Inc. stock logo
RXT
Rackspace Technology
$442,282$442,282 New Holding3,8220.3%Business Services
Magna International Inc. stock logo
MGA
Magna International
$322,284$3,013,932 -90.3%7,7120.2%Auto/Tires/Trucks
Caterpillar Inc. stock logo
CAT
Caterpillar
$279,325$9,432 3.5%7700.2%Industrial Products
iShares MSCI India ETF stock logo
INDA
iShares MSCI India ETF
$277,444$125,063 -31.1%5,2710.2%ETF
Carrier Global Co. stock logo
CARR
Carrier Global
$256,1120.0%3,7520.2%Computer and Technology
Nucor Co. stock logo
NUE
Nucor
$230,3860.0%1,9740.2%Basic Materials
Honeywell International Inc. stock logo
HON
Honeywell International
$212,111$24,622 -10.4%9390.2%Multi-Sector Conglomerates
ARCADIUM LITHIUM PLC
$208,268$2,890,025 -93.3%40,5980.2%COM
Skyworks Solutions, Inc. stock logo
SWKS
Skyworks Solutions
$200,7720.0%2,2640.1%Computer and Technology
Tesla, Inc. stock logo
TSLA
Tesla
$0$2,938,074 -100.0%00.0%Auto/Tires/Trucks
RTX Co. stock logo
RTX
RTX
$0$463,074 -100.0%00.0%Aerospace
Pfizer Inc. stock logo
PFE
Pfizer
$0$303,638 -100.0%00.0%Medical
CVS Health Co. stock logo
CVS
CVS Health
$0$300,559 -100.0%00.0%Retail/Wholesale
The Kroger Co. stock logo
KR
Kroger
$0$273,079 -100.0%00.0%Retail/Wholesale
General Motors stock logo
GM
General Motors
$0$233,527 -100.0%00.0%Auto/Tires/Trucks
Newmont Co. stock logo
NEM
Newmont
$0$215,510 -100.0%00.0%Basic Materials
Reliance, Inc. stock logo
RS
Reliance
$0$207,942 -100.0%00.0%Basic Materials
Blackrock Resources & Commodities Strategy Trust stock logo
BCX
Blackrock Resources & Commodities Strategy Trust
$0$201,552 -100.0%00.0%Financial Services

Showing largest 100 holdings. View all holdings.
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