Leibman Financial Services, Inc.

CIK

2006661

Location

LOUISVILLE, NE

Portfolio Value

Small $100,553,397

Diversification

Diversified

Filing Date

Global Rank

#5,941 / 8,517 ▼ 60

Top Industry

Internet Retail 13.8%

3Y Alpha vs SPY

-1.6%

Period ended 47 days ago

Filed Jul 14, 2026 · 33d

11 quarters · since Dec 2023

Clone Performance

Feb 2024–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+48.9%

SPY

+55.7%

Annualised alpha

-2.1%

Max drawdown

−23.4%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 11 quarters. Past performance does not predict future results.

Portfolio Concentration

38 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

4.8%

+0.6 pts

Top 5

21.7%

+1.9 pts

Top 10

40.4%

+3.3 pts

HHI

314

Diversified+37

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Consumer Cyclical	19.2%	$19,263,326	7
Technology	18.9%	$18,979,767	9
Consumer Defensive	14.9%	$14,950,535	5
Industrials	11.4%	$11,438,067	5
Financial Services	8.5%	$8,525,488	2
Healthcare	8.1%	$8,164,462	2
Communication Services	7.9%	$7,944,960	3
Basic Materials	5.8%	$5,848,447	3
Real Estate	5.4%	$5,438,345	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

19 positions

Ticker	Company	Δ Shares	Shares	Value
GRAB	Grab Holdings Ltd	+80,727	586,752	$2,212,055
PINS	Pinterest, Inc.	+21,725	114,435	$2,406,568
SE	Sea Ltd	+14,070	43,816	$4,198,887
CPRT	Copart Inc	+12,170	68,656	$1,935,412
ARE	Alexandria Real Estate Equities, Inc.	+5,787	50,818	$2,685,731
CPNG	Coupang, Inc.	+5,503	122,902	$2,134,807
CMG	Chipotle Mexican Grill Inc	+3,017	68,351	$2,323,934
BMY	Bristol Myers Squibb Co	+2,100	69,007	$3,976,183
CALM	Cal-Maine Foods Inc	+1,437	34,844	$2,807,032
KNSL	Kinsale Capital Group, Inc.	+1,384	11,063	$3,648,688
TMUS	T-Mobile US, Inc.	+1,369	20,067	$3,365,837
SFM	Sprouts Farmers Market, Inc.	+1,234	51,711	$4,373,716
COST	Costco Wholesale Corp /New	+1,155	2,514	$2,351,771
OC	Owens Corning	+710	20,676	$3,286,656
FSLR	First Solar, Inc.	+490	11,628	$2,743,742
DIS	Walt Disney Co	+381	22,572	$2,172,555
BRK-B	Berkshire Hathaway Inc	+337	9,746	$4,876,800
MELI	Mercadolibre Inc	+300	1,941	$3,294,633
ALB	Albemarle Corp	+214	8,268	$1,116,428
No positions match the current search.

Trimmed

Positions the filer reduced

15 positions

Ticker	Company	Δ Shares	Shares	Value
FCX	Freeport-Mcmoran Inc	−41,783	8,256	$519,219
TECK	Teck Resources Ltd	−11,887	70,851	$4,212,800
ENPH	Enphase Energy, Inc.	−9,215	23,944	$1,179,002
LOW	Lowes Companies Inc	−8,899	1,258	$277,376
TGT	Target Corp	−5,437	20,895	$2,729,095
NXT	Nextpower Inc.	−3,262	11,772	$1,402,516
CASY	Caseys General Stores Inc	−893	3,556	$2,826,273
AMZN	Amazon Com Inc	−888	17,653	$4,207,416
AMGN	Amgen Inc	−299	11,566	$4,188,279
DDOG	Datadog, Inc.	−266	8,869	$2,309,132
AAPL	Apple Inc.	−257	12,076	$3,494,311
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−256	4,706	$2,247,444
PLD	Prologis, Inc.	−146	20,319	$2,752,614
CRWD	CrowdStrike Holdings, Inc.	−107	3,174	$605,551
URI	United Rentals, Inc.	−39	3,044	$3,448,517
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
DUOL	Duolingo, Inc.	24,222	$2,786,014
SMPL	Simply Good Foods Co	202,479	$2,688,921
EMBJ	Embraer S.A.	40,176	$2,563,228
DE	Deere & Co	322	$204,254
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
DGS	WisdomTree Emerging Markets SmallCap Dividend Fund	67,567	$4,060,776
LULU	lululemon athletica inc.	19,930	$3,051,283
CAVA	Cava Group, Inc.	37,207	$3,010,046
GOOGL	Alphabet Inc.	9,854	$2,826,718
TTD	Trade Desk, Inc.	108,675	$2,465,835
STRL	Sterling Infrastructure, Inc.	3,486	$1,419,743
PGNY	Progyny, Inc.	48,287	$819,913
UNP	Union Pacific Corp	960	$232,915
PUBM	PubMatic, Inc.	16,296	$133,301
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

38 tracked positions · $100,553,397 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Real Estate Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BRK-B	Berkshire Hathaway Inc Financial Services	Added	9,746	+337	$4,876,800	+8.2%	4.85%
SFM	Sprouts Farmers Market, Inc. Consumer Defensive	Added	51,711	+1,234	$4,373,716	+12.3%	4.35%
TECK	Teck Resources Ltd Basic Materials	Reduced	70,851	-11,887	$4,212,800	−1.6%	4.19%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	17,653	-888	$4,207,416	+9.0%	4.18%
SE	Sea Ltd Consumer Cyclical	Added	43,816	+14,070	$4,198,887	+70.5%	4.18%
AMGN	Amgen Inc Healthcare	Reduced	11,566	-299	$4,188,279	+0.3%	4.17%
BMY	Bristol Myers Squibb Co Healthcare	Added	69,007	+2,100	$3,976,183	−2.0%	3.95%
KNSL	Kinsale Capital Group, Inc. Financial Services	Added	11,063	+1,384	$3,648,688	+10.3%	3.63%
AAPL	Apple Inc. Technology	Reduced	12,076	-257	$3,494,311	+11.6%	3.48%
URI	United Rentals, Inc. Industrials	Reduced	3,044	-39	$3,448,517	+53.5%	3.43%
TMUS	T-Mobile US, Inc. Communication Services	Added	20,067	+1,369	$3,365,837	−14.3%	3.35%
MELI	Mercadolibre Inc Consumer Cyclical	Added	1,941	+300	$3,294,633	+16.1%	3.28%
OC	Owens Corning Industrials	Added	20,676	+710	$3,286,656	+52.1%	3.27%
CASY	Caseys General Stores Inc Consumer Cyclical	Reduced	3,556	-893	$2,826,273	−12.7%	2.81%
CALM	Cal-Maine Foods Inc Consumer Defensive	Added	34,844	+1,437	$2,807,032	+6.2%	2.79%
DUOL	Duolingo, Inc. Technology	NEW	24,222	NEW	$2,786,014	NEW	2.77%
PLD	Prologis, Inc. Real Estate	Reduced	20,319	-146	$2,752,614	+1.8%	2.74%
FSLR	First Solar, Inc. Technology	Added	11,628	+490	$2,743,742	+24.9%	2.73%
TGT	Target Corp Consumer Defensive	Reduced	20,895	-5,437	$2,729,095	−14.5%	2.71%
SMPL	Simply Good Foods Co Consumer Defensive	NEW	202,479	NEW	$2,688,921	NEW	2.67%
ARE	Alexandria Real Estate Equities, Inc. Real Estate	Added	50,818	+5,787	$2,685,731	+28.5%	2.67%
EMBJ	Embraer S.A. Industrials	NEW	40,176	NEW	$2,563,228	NEW	2.55%
PINS	Pinterest, Inc. Communication Services	Added	114,435	+21,725	$2,406,568	+41.5%	2.39%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	2,514	+1,155	$2,351,771	+73.7%	2.34%
CMG	Chipotle Mexican Grill Inc Consumer Cyclical	Added	68,351	+3,017	$2,323,934	+11.1%	2.31%
DDOG	Datadog, Inc. Technology	Reduced	8,869	-266	$2,309,132	+114.1%	2.30%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	4,706	-256	$2,247,444	+34.0%	2.24%
GRAB	Grab Holdings Ltd Technology	Added	586,752	+80,727	$2,212,055	+19.4%	2.20%
DIS	Walt Disney Co Communication Services	Added	22,572	+381	$2,172,555	+1.6%	2.16%
CPNG	Coupang, Inc. Consumer Cyclical	Added	122,902	+5,503	$2,134,807	−3.7%	2.12%
CPRT	Copart Inc Industrials	Added	68,656	+12,170	$1,935,412	+3.2%	1.92%
NXT	Nextpower Inc. Technology	Reduced	11,772	-3,262	$1,402,516	−22.6%	1.39%
ENPH	Enphase Energy, Inc. Technology	Reduced	23,944	-9,215	$1,179,002	−6.0%	1.17%
ALB	Albemarle Corp Basic Materials	Added	8,268	+214	$1,116,428	−22.8%	1.11%
CRWD	CrowdStrike Holdings, Inc. Technology	Reduced	3,174	-107	$605,551	−52.7%	0.60%
FCX	Freeport-Mcmoran Inc Basic Materials	Reduced	8,256	-41,783	$519,219	−82.3%	0.52%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	1,258	-8,899	$277,376	−88.4%	0.28%
DE	Deere & Co Industrials	NEW	322	NEW	$204,254	NEW	0.20%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.