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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 $128.65 million in total holdings as of March 31, 2025.
  • Leibman Financial Services, Inc. owns shares of 53 different stocks, but just 27 companies or ETFs make up 80% of its holdings.
  • Approximately 9.53% of the portfolio was purchased this quarter.
  • About 9.01% of the portfolio was sold this quarter.
  • This quarter, Leibman Financial Services, Inc. has purchased 55 new stocks and bought additional shares in 23 stocks.
  • Leibman Financial Services, Inc. sold shares of 20 stocks and completely divested from 6 stocks this quarter.

Largest New Holdings this Quarter

35671D857 - Freeport-McMoRan
$3,978,988 Holding
7551E3101 - RTX CORPORATION
$506,262 Holding
88160R101 - Tesla
$427,744 Holding
759509102 - Reliance
$207,611 Holding

Largest Purchases this Quarter

Freeport-McMoRan
105,097 shares (about $3.98M)
AES
121,680 shares (about $1.51M)
Meritage Homes
12,031 shares (about $852.75K)
Trade Desk
13,939 shares (about $762.75K)

Largest Sales this Quarter

Southwest Airlines
96,044 shares (about $3.23M)
Progyny
18,076 shares (about $403.82K)
Pinterest
11,783 shares (about $365.27K)
Berkshire Hathaway
339 shares (about $180.55K)
Walmart
1,987 shares (about $174.43K)

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
$14,654,077$2,015,464 15.9%291,16011.4%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$5,699,208$180,547 -3.1%10,7014.4%Finance
WisdomTree India Earnings Fund stock logo
EPI
WisdomTree India Earnings Fund
$5,479,123$155,126 2.9%125,3524.3%Finance
United Rentals, Inc. stock logo
URI
United Rentals
$4,138,314$62,673 1.5%6,6033.2%Construction
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$4,129,176$79,679 -1.9%24,8753.2%Computer and Technology
Freeport-McMoRan Inc. stock logo
FCX
Freeport-McMoRan
$3,978,988$3,978,988 New Holding105,0973.1%Basic Materials
Alexandria Real Estate Equities, Inc. stock logo
ARE
Alexandria Real Estate Equities
$3,906,782$60,224 1.6%42,2313.0%Finance
Amgen Inc. stock logo
AMGN
Amgen
$3,884,980$102,810 -2.6%12,4703.0%Medical
Alphabet Inc. stock logo
GOOG
Alphabet
$3,871,031$103,736 -2.6%24,7783.0%Computer and Technology
T-Mobile US, Inc. stock logo
TMUS
T-Mobile US
$3,834,778$22,666 -0.6%14,3813.0%Computer and Technology
The AES Co. stock logo
AES
AES
$3,803,579$1,511,267 65.9%306,2463.0%Utilities
Teck Resources Limited stock logo
TECK
Teck Resources
$3,609,869$38,834 1.1%99,0912.8%Basic Materials
Chevron Co. stock logo
CVX
Chevron
$3,274,336$185,188 6.0%19,5732.5%Energy
Deere & Company stock logo
DE
Deere & Company
$3,214,802$112,182 -3.4%6,8492.5%Industrials
Lululemon Athletica Inc. stock logo
LULU
Lululemon Athletica
$3,197,446$14,153 -0.4%11,2962.5%Consumer Discretionary
Apple Inc. stock logo
AAPL
Apple
$3,192,538$9,330 -0.3%14,3722.5%Computer and Technology
iShares MSCI India Small-Cap ETF stock logo
SMIN
iShares MSCI India Small-Cap ETF
$3,169,730$595,244 23.1%46,5522.5%ETF
The Walt Disney Company stock logo
DIS
Walt Disney
$3,090,980$22,010 -0.7%31,3172.4%Consumer Discretionary
Albemarle Co. stock logo
ALB
Albemarle
$3,070,486$264,312 9.4%42,6342.4%Basic Materials
Genuine Parts stock logo
GPC
Genuine Parts
$3,055,650$22,398 0.7%25,6482.4%Retail/Wholesale
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$2,785,012$3,965 -0.1%11,9412.2%Retail/Wholesale
Microsoft Co. stock logo
MSFT
Microsoft
$2,757,939$1,126 0.0%7,3472.1%Computer and Technology
First Solar, Inc. stock logo
FSLR
First Solar
$2,502,935$325,052 14.9%19,7971.9%Energy
Dollar General Co. stock logo
DG
Dollar General
$2,410,336$69,904 3.0%27,4121.9%Retail/Wholesale
Kinsale Capital Group, Inc. stock logo
KNSL
Kinsale Capital Group
$2,263,848$45,754 2.1%4,6511.8%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,253,963$37,671 1.7%11,8471.8%Retail/Wholesale
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$2,224,234$6,095 0.3%15,3271.7%Computer and Technology
The Trade Desk, Inc. stock logo
TTD
Trade Desk
$2,206,981$762,747 52.8%40,3321.7%Computer and Technology
Prologis, Inc. stock logo
PLD
Prologis
$2,099,590$1,341 -0.1%18,7821.6%Finance
Enphase Energy, Inc. stock logo
ENPH
Enphase Energy
$1,828,877$18,925 1.0%29,4741.4%Energy
Target Co. stock logo
TGT
Target
$1,763,522$9,810 0.6%16,8981.4%Retail/Wholesale
Pure Storage, Inc. stock logo
PSTG
Pure Storage
$1,700,401$88,628 -5.0%38,4101.3%Computer and Technology
Meritage Homes Co. stock logo
MTH
Meritage Homes
$1,694,379$852,754 101.3%23,9051.3%Construction
Datadog, Inc. stock logo
DDOG
Datadog
$1,660,279$24,505 1.5%16,7351.3%Computer and Technology
Pinterest, Inc. stock logo
PINS
Pinterest
$1,625,615$365,274 -18.3%52,4391.3%Computer and Technology
Rockwell Automation, Inc. stock logo
ROK
Rockwell Automation
$1,204,0510.0%4,6600.9%Computer and Technology
CrowdStrike Holdings, Inc. stock logo
CRWD
CrowdStrike
$1,105,074$23,272 -2.1%3,1340.9%Computer and Technology
iShares Short Treasury Bond ETF stock logo
SHV
iShares Short Treasury Bond ETF
$1,066,5010.0%9,6550.8%ETF
Progyny, Inc. stock logo
PGNY
Progyny
$1,014,979$403,820 -28.5%45,4330.8%Medical
Grab Holdings Limited stock logo
GRAB
Grab
$914,417$15,089 1.7%201,8580.7%Computer and Technology
Walmart Inc. stock logo
WMT
Walmart
$700,364$174,433 -19.9%7,9780.5%Retail/Wholesale
Union Pacific Co. stock logo
UNP
Union Pacific
$640,6830.0%2,7120.5%Transportation
PubMatic, Inc. stock logo
PUBM
PubMatic
$577,497$59,355 11.5%63,1840.4%Computer and Technology
Shell plc stock logo
SHEL
Shell
$577,472$1,539 -0.3%7,8800.4%Energy
RTX CORPORATION
$506,262$506,262 New Holding3,8220.4%COM
Southwest Airlines Co. stock logo
LUV
Southwest Airlines
$464,831$3,225,040 -87.4%13,8430.4%Transportation
Tesla, Inc. stock logo
TSLA
Tesla
$427,744$427,744 New Holding1,6510.3%Auto/Tires/Trucks
iShares MSCI India ETF stock logo
INDA
iShares MSCI India ETF
$271,3300.0%5,2710.2%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$247,680$6,266 -2.5%7510.2%Industrials
Carrier Global Co. stock logo
CARR
Carrier Global
$237,8770.0%3,7520.2%Computer and Technology
Nucor Co. stock logo
NUE
Nucor
$237,5510.0%1,9740.2%Basic Materials
Magna International Inc. stock logo
MGA
Magna International
$212,132$49,999 -19.1%6,2410.2%Auto/Tires/Trucks
Reliance, Inc. stock logo
RS
Reliance
$207,611$207,611 New Holding7190.2%Basic Materials
FREEPORT-MCMORAN INC
$0$3,837,928 -100.0%00.0%CL B
TESLA INC
$0$1,696,887 -100.0%00.0%COM
Rackspace Technology, Inc. stock logo
RXT
Rackspace Technology
$0$442,282 -100.0%00.0%Business Services
Honeywell International Inc. stock logo
HON
Honeywell International
$0$212,111 -100.0%00.0%Multi-Sector Conglomerates
ARCADIUM LITHIUM PLC
$0$208,268 -100.0%00.0%COM
Skyworks Solutions, Inc. stock logo
SWKS
Skyworks Solutions
$0$200,772 -100.0%00.0%Computer and Technology

Showing largest 100 holdings. View all holdings.
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