Leibman Financial Services, Inc. Top Holdings and 13F Report (2025) About Leibman Financial Services, Inc.Investment ActivityLeibman 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 Holdings WisdomTree Bloomberg Floating Rate Treasury Fund $12,636,098WisdomTree India Earnings Fund $5,514,031Taiwan Semiconductor Manufacturing $5,007,393Berkshire Hathaway $5,004,157Alphabet $4,845,092 Largest New Holdings this Quarter Amazon.com $2,555,674 HoldingAES $2,375,364 HoldingTarget $2,271,565 HoldingDollar General $2,018,101 HoldingTESLA INC $1,696,887 Holding Largest Purchases this Quarter WisdomTree Bloomberg Floating Rate Treasury Fund 58,160 shares (about $2.93M)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 TimeMap of 500 Largest Holdings ofLeibman Financial Services, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$12,636,098$2,926,609 ▲30.1%251,1159.2%FinanceEPIWisdomTree India Earnings Fund$5,514,031$1,009,432 ▲22.4%121,8034.0%FinanceTSMTaiwan Semiconductor Manufacturing$5,007,393$125,999 ▼-2.5%25,3553.7%Computer and TechnologyBRK.BBerkshire Hathaway$5,004,157$224,824 ▼-4.3%11,0403.7%FinanceGOOGAlphabet$4,845,092$186,818 ▼-3.7%25,4423.5%Computer and TechnologyURIUnited Rentals$4,580,959$432,525 ▼-8.6%6,5033.3%ConstructionLULULululemon Athletica$4,338,824$255,067 ▲6.2%11,3463.2%Consumer DiscretionaryAREAlexandria Real Estate Equities$4,056,170$714,268 ▲21.4%41,5803.0%FinanceTECKTeck Resources$3,972,947$51,676 ▲1.3%98,0252.9%Basic MaterialsFREEPORT-MCMORAN INC$3,837,928$252,470 ▲7.0%100,7862.8%CL BLUVSouthwest Airlines$3,694,413$1,598,905 ▼-30.2%109,8872.7%TransportationAAPLApple$3,609,628$1,990,880 ▼-35.5%14,4142.6%Computer and TechnologyDISWalt Disney$3,511,966$1,489,412 ▼-29.8%31,5402.6%Consumer DiscretionaryALBAlbemarle$3,353,982$1,125,483 ▲50.5%38,9642.4%Basic MaterialsAMGNAmgen$3,336,102$213,198 ▲6.8%12,8002.4%MedicalTMUST-Mobile US$3,192,971$414,958 ▼-11.5%14,4662.3%Computer and TechnologyTTDTrade Desk$3,101,969$358,937 ▼-10.4%26,3932.3%Computer and TechnologyMSFTMicrosoft$3,095,397$1,037,700 ▼-25.1%7,3442.3%Computer and TechnologyFSLRFirst Solar$3,035,910$399,889 ▲15.2%17,2262.2%EnergyDEDeere & Company$3,003,214$2,673,149 ▼-47.1%7,0882.2%IndustrialsGPCGenuine Parts$2,972,758$498,690 ▲20.2%25,4602.2%Retail/WholesaleLOWLowe's Companies$2,951,227$926,238 ▼-23.9%11,9582.2%Retail/WholesaleSMINiShares MSCI India Small-Cap ETF$2,890,560$295,784 ▲11.4%37,8102.1%ETFCVXChevron$2,674,671$71,552 ▼-2.6%18,4662.0%EnergyAMZNAmazon.com$2,555,674$2,555,674 ▲New Holding11,6491.9%Retail/WholesaleAMATApplied Materials$2,485,800$40,820 ▲1.7%15,2851.8%Computer and TechnologyPSTGPure Storage$2,482,480$26,845 ▼-1.1%40,4121.8%Computer and TechnologyAESAES$2,375,364$2,375,364 ▲New Holding184,5661.7%UtilitiesDDOGDatadog$2,355,970$252,058 ▼-9.7%16,4881.7%Computer and TechnologyTGTTarget$2,271,565$2,271,565 ▲New Holding16,8041.7%Retail/WholesaleKNSLKinsale Capital Group$2,119,625$2,326 ▼-0.1%4,5571.5%FinanceDGDollar General$2,018,101$2,018,101 ▲New Holding26,6171.5%Retail/WholesaleENPHEnphase Energy$2,003,327$739,958 ▲58.6%29,1691.5%EnergyPLDPrologis$1,986,523$404,619 ▲25.6%18,7941.4%FinancePINSPinterest$1,862,437$941,455 ▲102.2%64,2221.4%Computer and TechnologyMTHMeritage Homes$1,826,490$632,519 ▼-25.7%11,8741.3%ConstructionTESLA INC$1,696,887$1,696,887 ▲New Holding4,2021.2%COMROKRockwell Automation$1,331,7810.0%4,6601.0%Computer and TechnologyPGNYProgyny$1,095,530$549,792 ▲100.7%63,5090.8%MedicalCRWDCrowdStrike$1,094,912$65,695 ▲6.4%3,2000.8%Computer and TechnologySHViShares Short Treasury Bond ETF$1,063,122$79,170 ▼-6.9%9,6550.8%ETFGRABGrab$937,047$937,047 ▲New Holding198,5270.7%Computer and TechnologyWMTWalmart$900,312$84,204 ▼-8.6%9,9650.7%Retail/WholesalePUBMPubMatic$832,776$120,913 ▲17.0%56,6900.6%Computer and TechnologyUNPUnion Pacific$618,4440.0%2,7120.5%TransportationSHELShell$495,020$23,244 ▼-4.5%7,9010.4%EnergyRXTRackspace Technology$442,282$442,282 ▲New Holding3,8220.3%Business ServicesMGAMagna International$322,284$3,013,932 ▼-90.3%7,7120.2%Auto/Tires/TrucksCATCaterpillar$279,325$9,432 ▲3.5%7700.2%IndustrialsINDAiShares MSCI India ETF$277,444$125,063 ▼-31.1%5,2710.2%ETFCARRCarrier Global$256,1120.0%3,7520.2%Computer and TechnologyNUENucor$230,3860.0%1,9740.2%Basic MaterialsHONHoneywell International$212,111$24,622 ▼-10.4%9390.2%Multi-Sector ConglomeratesARCADIUM LITHIUM PLC$208,268$2,890,025 ▼-93.3%40,5980.2%COMSWKSSkyworks Solutions$200,7720.0%2,2640.1%Computer and TechnologyTSLATesla$0$2,938,074 ▼-100.0%00.0%Auto/Tires/TrucksRTXRTX$0$463,074 ▼-100.0%00.0%AerospacePFEPfizer$0$303,638 ▼-100.0%00.0%MedicalCVSCVS Health$0$300,559 ▼-100.0%00.0%MedicalKRKroger$0$273,079 ▼-100.0%00.0%Retail/WholesaleGMGeneral Motors$0$233,527 ▼-100.0%00.0%Auto/Tires/TrucksNEMNewmont$0$215,510 ▼-100.0%00.0%Basic MaterialsRSReliance$0$207,942 ▼-100.0%00.0%Basic MaterialsBCXBlackrock Resources & Commodities Strategy Trust$0$201,552 ▼-100.0%00.0%Financial ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
