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Leibman Financial Services, Inc. Top Holdings and 13F Report (2024)

About Leibman Financial Services, Inc.

Investment Activity

  • Leibman Financial Services, Inc. has $141.10 million in total holdings as of September 30, 2024.
  • Leibman Financial Services, Inc. owns shares of 57 different stocks, but just 27 companies or ETFs make up 80% of its holdings.
  • Approximately 13.73% of the portfolio was purchased this quarter.
  • About 12.45% of the portfolio was sold this quarter.
  • This quarter, Leibman Financial Services, Inc. has purchased 56 new stocks and bought additional shares in 22 stocks.
  • Leibman Financial Services, Inc. sold shares of 21 stocks and completely divested from 6 stocks this quarter.

Largest Holdings

United Rentals
$5,763,224
Deere & Company
$5,590,977
Apple
$5,210,848

Largest New Holdings this Quarter

Genuine Parts
$2,959,680 Holding
Tesla
$2,938,074 Holding
Lululemon Athletica
$2,897,747 Holding
Prologis
$1,889,906 Holding
RTX
$463,074 Holding

Largest Purchases this Quarter

Genuine Parts
21,189 shares (about $2.96M)
Tesla
11,230 shares (about $2.94M)
Lululemon Athletica
10,679 shares (about $2.90M)
Prologis
14,966 shares (about $1.89M)
Alexandria Real Estate Equities
9,845 shares (about $1.17M)

Largest Sales this Quarter

Pfizer
101,787 shares (about $2.95M)
General Motors
43,822 shares (about $1.96M)
United Rentals
1,736 shares (about $1.41M)
First Solar
2,801 shares (about $698.67K)
Taiwan Semiconductor Manufacturing
3,922 shares (about $681.12K)

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
$9,690,189$1,010,626 11.6%192,9556.9%Finance
United Rentals, Inc. stock logo
URI
United Rentals
$5,763,224$1,405,783 -19.6%7,1174.1%Construction
Deere & Company stock logo
DE
Deere & Company
$5,590,977$11,685 -0.2%13,3974.0%Industrial Products
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$5,309,615$9,666 -0.2%11,5363.8%Finance
Apple Inc. stock logo
AAPL
Apple
$5,210,848$207,604 -3.8%22,3643.7%Computer and Technology
Teck Resources Limited stock logo
TECK
Teck Resources
$5,054,216$33,120 0.7%96,7503.6%Basic Materials
WisdomTree India Earnings Fund stock logo
EPI
WisdomTree India Earnings Fund
$5,021,003$766,434 18.0%99,5053.6%Finance
FREEPORT-MCMORAN INC
$4,700,273$164,387 3.6%94,1563.3%CL B
Southwest Airlines Co. stock logo
LUV
Southwest Airlines
$4,665,085$106,490 2.3%157,4453.3%Transportation
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$4,514,125$681,122 -13.1%25,9933.2%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$4,417,628$30,261 0.7%26,4233.1%Computer and Technology
The Walt Disney Company stock logo
DIS
Walt Disney
$4,320,464$665,441 18.2%44,9163.1%Consumer Discretionary
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$4,255,390$33,857 0.8%15,7113.0%Retail/Wholesale
Microsoft Co. stock logo
MSFT
Microsoft
$4,219,607$21,946 0.5%9,8063.0%Computer and Technology
Alexandria Real Estate Equities, Inc. stock logo
ARE
Alexandria Real Estate Equities
$4,068,101$1,169,083 40.3%34,2582.9%Finance
Amgen Inc. stock logo
AMGN
Amgen
$3,860,656$176,568 -4.4%11,9822.7%Medical
First Solar, Inc. stock logo
FSLR
First Solar
$3,730,834$698,674 -15.8%14,9572.6%Oils/Energy
T-Mobile US, Inc. stock logo
TMUS
T-Mobile US
$3,373,246$21,462 -0.6%16,3462.4%Computer and Technology
Meritage Homes Co. stock logo
MTH
Meritage Homes
$3,278,228$262,693 -7.4%15,9862.3%Construction
Magna International Inc. stock logo
MGA
Magna International
$3,276,329$768,388 30.6%79,8332.3%Auto/Tires/Trucks
The Trade Desk, Inc. stock logo
TTD
Trade Desk
$3,228,881$630,491 -16.3%29,4472.3%Computer and Technology
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$3,037,584$118,804 -3.8%15,0342.2%Computer and Technology
Genuine Parts stock logo
GPC
Genuine Parts
$2,959,680$2,959,680 New Holding21,1892.1%Retail/Wholesale
Tesla, Inc. stock logo
TSLA
Tesla
$2,938,074$2,938,074 New Holding11,2302.1%Auto/Tires/Trucks
iShares MSCI India Small-Cap ETF stock logo
SMIN
iShares MSCI India Small-Cap ETF
$2,918,926$896,206 44.3%33,9412.1%ETF
Lululemon Athletica Inc. stock logo
LULU
Lululemon Athletica
$2,897,747$2,897,747 New Holding10,6792.1%Consumer Discretionary
Chevron Co. stock logo
CVX
Chevron
$2,792,203$130,627 4.9%18,9602.0%Oils/Energy
Albemarle Co. stock logo
ALB
Albemarle
$2,451,912$1,002,680 69.2%25,8891.7%Basic Materials
Kinsale Capital Group, Inc. stock logo
KNSL
Kinsale Capital Group
$2,123,951$11,174 0.5%4,5621.5%Finance
Datadog, Inc. stock logo
DDOG
Datadog
$2,100,075$45,219 2.2%18,2521.5%Computer and Technology
Enphase Energy, Inc. stock logo
ENPH
Enphase Energy
$2,079,003$35,601 1.7%18,3951.5%Oils/Energy
Pure Storage, Inc. stock logo
PSTG
Pure Storage
$2,052,277$45,267 -2.2%40,8491.5%Computer and Technology
Prologis, Inc. stock logo
PLD
Prologis
$1,889,906$1,889,906 New Holding14,9661.3%Finance
ARCADIUM LITHIUM PLC
$1,721,272$619,838 56.3%603,9551.2%COM SHS
Rockwell Automation, Inc. stock logo
ROK
Rockwell Automation
$1,251,0240.0%4,6600.9%Computer and Technology
iShares Short Treasury Bond ETF stock logo
SHV
iShares Short Treasury Bond ETF
$1,147,686$40,380 -3.4%10,3740.8%ETF
Pinterest, Inc. stock logo
PINS
Pinterest
$1,028,008$11,912 1.2%31,7580.7%Computer and Technology
Walmart Inc. stock logo
WMT
Walmart
$879,910$23,013 -2.5%10,8970.6%Retail/Wholesale
CrowdStrike Holdings, Inc. stock logo
CRWD
CrowdStrike
$843,654$53,009 6.7%3,0080.6%Computer and Technology
PubMatic, Inc. stock logo
PUBM
PubMatic
$720,585$117,176 19.4%48,4590.5%Computer and Technology
Union Pacific Co. stock logo
UNP
Union Pacific
$668,4540.0%2,7120.5%Transportation
Shell plc stock logo
SHEL
Shell
$545,562$34,559 -6.0%8,2720.4%Oils/Energy
Progyny, Inc. stock logo
PGNY
Progyny
$530,236$114,052 27.4%31,6370.4%Medical
RTX Co. stock logo
RTX
RTX
$463,074$463,074 New Holding3,8220.3%Aerospace
iShares MSCI India ETF stock logo
INDA
iShares MSCI India ETF
$447,555$14,807 -3.2%7,6470.3%ETF
Pfizer Inc. stock logo
PFE
Pfizer
$303,638$2,945,711 -90.7%10,4920.2%Medical
Carrier Global Co. stock logo
CARR
Carrier Global
$301,9980.0%3,7520.2%Computer and Technology
CVS Health Co. stock logo
CVS
CVS Health
$300,559$84,509 -21.9%4,7800.2%Retail/Wholesale
Nucor Co. stock logo
NUE
Nucor
$296,771$1,503 -0.5%1,9740.2%Basic Materials
Caterpillar Inc. stock logo
CAT
Caterpillar
$290,9930.0%7440.2%Industrial Products
The Kroger Co. stock logo
KR
Kroger
$273,079$6,303 -2.3%4,7660.2%Retail/Wholesale
General Motors stock logo
GM
General Motors
$233,527$1,964,981 -89.4%5,2080.2%Auto/Tires/Trucks
Skyworks Solutions, Inc. stock logo
SWKS
Skyworks Solutions
$223,6150.0%2,2640.2%Computer and Technology
Honeywell International Inc. stock logo
HON
Honeywell International
$216,6320.0%1,0480.2%Multi-Sector Conglomerates
Newmont Co. stock logo
NEM
Newmont
$215,510$215,510 New Holding4,0320.2%Basic Materials
Reliance, Inc. stock logo
RS
Reliance
$207,9420.0%7190.1%Basic Materials
Blackrock Resources & Commodities Strategy Trust stock logo
BCX
Blackrock Resources & Commodities Strategy Trust
$201,552$201,552 New Holding20,9950.1%Financial Services
TESLA INC
$0$4,604,644 -100.0%00.0%COM
The Boeing Company stock logo
BA
Boeing
$0$2,545,673 -100.0%00.0%Aerospace
Rackspace Technology, Inc. stock logo
RXT
Rackspace Technology
$0$383,691 -100.0%00.0%Business Services
Universal Display Co. stock logo
OLED
Universal Display
$0$230,014 -100.0%00.0%Computer and Technology
SPDR EURO STOXX 50 ETF stock logo
FEZ
SPDR EURO STOXX 50 ETF
$0$208,325 -100.0%00.0%ETF
Intel Co. stock logo
INTC
Intel
$0$206,694 -100.0%00.0%Computer and Technology

Showing largest 100 holdings. View all holdings.
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