Leibman Financial Services, Inc.
CIK: 0002006661SEC EDGAR →
Portfolio Value
$138.5M
Holdings
51
As of
Q4 2025
New Positions
51
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | WISDOMTREE TR | 295,493 | $14.9M | 10.73% |
| 2 | WISDOMTREE TR | 131,987 | $6.1M | 4.41% |
| 3 | AMERICAN CENTY ETF TR | 59,096 | $5.6M | 4.01% |
| 4 | TECK RESOURCES LTD | 99,097 | $4.7M | 3.42% |
| 5 | FREEPORT-MCMORAN INC | 92,129 | $4.7M | 3.38% |
| 6 | LULULEMON ATHLETICA INC | 22,202 | $4.6M | 3.33% |
| 7 | BERKSHIRE HATHAWAY INC DEL | 9,115 | $4.6M | 3.31% |
| 8 | AMAZON COM INC | 19,066 | $4.4M | 3.18% |
| 9 | ALBEMARLE CORP | 29,798 | $4.2M | 3.04% |
| 10 | CAVA GROUP INC | 67,324 | $4.0M | 2.85% |
Quarterly Changes
New Positions (51)
$14.9M · 295K shares
$6.1M · 132K shares
$5.6M · 59K shares
$4.7M · 99K shares
$4.7M · 92K shares
$4.6M · 22K shares
$4.6M · 9K shares
$4.4M · 19K shares
$4.2M · 30K shares
$4.0M · 67K shares
$3.9M · 12K shares
$3.9M · 12K shares
$3.8M · 66K shares
$3.7M · 9K shares
$3.4M · 49K shares
$3.4M · 30K shares
$3.4M · 12K shares
$3.3M · 16K shares
$2.9M · 11K shares
$2.6M · 87K shares
$2.6M · 70K shares
$2.6M · 20K shares
$2.6M · 26K shares
$2.5M · 11K shares
$2.5M · 5K shares
$2.4M · 49K shares
$2.4M · 3K shares
$2.2M · 61K shares
$2.1M · 54K shares
$2.1M · 18K shares
$2.0M · 992 shares
$1.9M · 380K shares
$1.8M · 71K shares
$1.7M · 73K shares
$1.7M · 6K shares
$1.7M · 13K shares
$1.6M · 18K shares
$1.5M · 3K shares
$1.2M · 9K shares
$1.2M · 46K shares
$1.1M · 1K shares
$1.0M · 33K shares
$1.0M · 3K shares
$1.0M · 116K shares
$622K · 6K shares
$349K · 610 shares
$310K · 666 shares
$238K · 17K shares
$222K · 960 shares
$217K · 449 shares
$209K · 3K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 8 | $40.7M | 29.4% |
| Consumer Cyclical | 8 | $23.6M | 17.0% |
| Technology | 9 | $15.1M | 10.9% |
| Unknown | 4 | $13.9M | 10.0% |
| Communication Services | 4 | $12.3M | 8.9% |
| Basic Materials | 2 | $8.9M | 6.4% |
| Industrials | 7 | $8.5M | 6.1% |
| Healthcare | 2 | $5.0M | 3.6% |
| Real Estate | 2 | $5.0M | 3.6% |
| Energy | 3 | $4.2M | 3.0% |
| Consumer Defensive | 1 | $1.1M | 0.8% |
| Utilities | 1 | $238K | 0.2% |