Leibman Financial Services, Inc.
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Feb 2026 to Oct 2026 | $173,132,598 | Individuals and high net worth (100%) |
| Feb 2025 to Jan 2026 | $156,495,421 | Individuals and high net worth (100%) |
| Feb 2024 to Jan 2025 | $121,904,840 | Individuals and high net worth (100%) |
| May 2023 to Jan 2024 | $113,566,827 | Individuals and high net worth (100%) |
| Mar 2023 to Apr 2023 | $113,566,827 | Individuals and high net worth (100%) |
| Jan 2023 to Feb 2023 | $0 | — |
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.
Closest benchmark: the Nasdaq-100 as of 2026-06-30, active share 87.0%; sector active share 34.1% against the combined 13F book's sector weights.
Over time 11 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
45 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026Portfolio Trend
Sector Breakdown
As of Sep 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 19.4% | $21,527,031 |
| Consumer Cyclical | 16.2% | $17,978,978 |
| Consumer Defensive | 10.7% | $11,907,757 |
| Industrials | 9.7% | $10,731,558 |
| Healthcare | 9.2% | $10,208,167 |
| Communication Services | 9.1% | $10,143,304 |
| Financial Services | 8.6% | $9,613,688 |
| Basic Materials | 6.4% | $7,167,364 |
| Unclassified | 6.1% | $6,830,562 |
| Real Estate | 4.6% | $5,086,356 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ILF | iShares Latin America 40 ETF | +55,690 | 127,510 | $0 | |
| GRAB | Grab Holdings Ltd | +47,641 | 634,393 | $1,972,962 | |
| CPNG | Coupang, Inc. | +27,349 | 150,251 | $2,083,981 | |
| — | +25,902 | 106,269 | $0 | ||
| BMY | Bristol Myers Squibb Co | +17,433 | 86,440 | $5,393,856 | |
| SMPL | Simply Good Foods Co | +15,320 | 217,799 | $2,066,912 | |
| NXT | Nextpower Inc. | +13,267 | 25,039 | $1,951,289 | |
| CPRT | Copart Inc | +12,694 | 81,350 | $2,219,228 | |
| ALB | Albemarle Corp | +11,919 | 20,187 | $2,135,380 | |
| CMG | Chipotle Mexican Grill Inc | +11,113 | 79,464 | $2,538,874 | |
| AVDV | Avantis International Small Cap Value ETF | +7,786 | 62,448 | $6,830,562 | |
| EPI | WisdomTree India Earnings Fund | +7,602 | 151,803 | $0 | |
| CRWD | CrowdStrike Holdings, Inc. | +6,458 | 9,632 | $2,550,072 | |
| FSLR | First Solar, Inc. | +5,544 | 17,172 | $3,007,847 | |
| BRK-B | Berkshire Hathaway Inc | +2,027 | 11,773 | $5,862,365 | |
| COST | Costco Wholesale Corp /New | +1,920 | 4,434 | $4,036,447 | |
| TMUS | T-Mobile US, Inc. | +1,151 | 21,218 | $3,460,231 | |
| ARE | Alexandria Real Estate Equities, Inc. | +850 | 51,668 | $2,452,163 | |
| PINS | Pinterest, Inc. | +712 | 115,147 | $2,175,126 | |
| KNSL | Kinsale Capital Group, Inc. | +560 | 11,623 | $3,751,323 | |
| EMBJ | Embraer S.A. | +442 | 40,618 | $3,059,347 | |
| SHV | iShares 0-1 Year Treasury Bond ETF | +332 | 4,721 | $0 | |
| DIS | Walt Disney Co | +175 | 22,747 | $2,386,160 | |
| MELI | Mercadolibre Inc | +87 | 2,028 | $3,505,458 | |
| CALM | Cal-Maine Foods Inc | +20 | 34,864 | $2,372,843 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| USFR | WisdomTree Floating Rate Treasury Fund | −77,498 | 316,752 | $0 | |
| SE | Sea Ltd | −11,319 | 32,497 | $3,163,907 | |
| GOOG | Alphabet Inc. | −6,435 | 6,227 | $2,121,787 | |
| DDOG | Datadog, Inc. | −2,973 | 5,896 | $1,614,619 | |
| TECK | Teck Resources Ltd | −2,339 | 68,512 | $4,507,404 | |
| FCX | Freeport-Mcmoran Inc | −762 | 7,494 | $524,580 | |
| OC | Owens Corning | −653 | 20,023 | $2,337,485 | |
| AMZN | Amazon Com Inc | −256 | 17,397 | $4,334,462 | |
| AAPL | Apple Inc. | −225 | 11,851 | $3,946,620 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | −195 | 4,511 | $2,057,873 | |
| DUOL | Duolingo, Inc. | −187 | 24,035 | $3,422,584 | |
| LOW | Lowes Companies Inc | −152 | 1,106 | $203,824 | |
| URI | United Rentals, Inc. | −147 | 2,897 | $2,899,259 | |
| PLD | Prologis, Inc. | −31 | 20,288 | $2,634,193 | |
| CASY | Caseys General Stores Inc | −25 | 3,531 | $2,148,472 | |
| No positions match the current search. | |||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AVDV |
Avantis International Small Cap Value ETF
|
Added | 62,448 | $6,830,562 | 6.14% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 11,773 | $5,862,365 | 5.27% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
Added | 86,440 | $5,393,856 | 4.85% | |
| TECK |
Teck Resources Ltd
Basic Materials
|
Reduced | 68,512 | $4,507,404 | 4.05% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 17,397 | $4,334,462 | 3.90% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 4,434 | $4,036,447 | 3.63% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 11,851 | $3,946,620 | 3.55% | |
| KNSL |
Kinsale Capital Group, Inc.
Financial Services
|
Added | 11,623 | $3,751,323 | 3.37% | |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
Added | 2,028 | $3,505,458 | 3.15% | |
| TMUS |
T-Mobile US, Inc.
Communication Services
|
Added | 21,218 | $3,460,231 | 3.11% | |
| SFM |
Sprouts Farmers Market, Inc.
Consumer Defensive
|
Added | 51,719 | $3,431,555 | 3.09% | |
| DUOL |
Duolingo, Inc.
Technology
|
Reduced | 24,035 | $3,422,584 | 3.08% | |
| SE |
Sea Ltd
Consumer Cyclical
|
Reduced | 32,497 | $3,163,907 | 2.85% | |
| EMBJ |
Embraer S.A.
Industrials
|
Added | 40,618 | $3,059,347 | 2.75% | |
| FSLR |
First Solar, Inc.
Technology
|
Added | 17,172 | $3,007,847 | 2.71% | |
| URI |
United Rentals, Inc.
Industrials
|
Reduced | 2,897 | $2,899,259 | 2.61% | |
| PLD |
Prologis, Inc.
Real Estate
|
Reduced | 20,288 | $2,634,193 | 2.37% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Added | 9,632 | $2,550,072 | 2.29% | |
| CMG |
Chipotle Mexican Grill Inc
Consumer Cyclical
|
Added | 79,464 | $2,538,874 | 2.28% | |
| ARE |
Alexandria Real Estate Equities, Inc.
Real Estate
|
Added | 51,668 | $2,452,163 | 2.21% | |
| GEHC |
GE HealthCare Technologies Inc.
Healthcare
|
NEW | 37,383 | $2,443,726 | 2.20% | |
| DIS |
Walt Disney Co
Communication Services
|
Added | 22,747 | $2,386,160 | 2.15% | |
| CALM |
Cal-Maine Foods Inc
Consumer Defensive
|
Added | 34,864 | $2,372,843 | 2.13% | |
| GMED |
Globus Medical Inc
Healthcare
|
NEW | 31,650 | $2,370,585 | 2.13% | |
| OC |
Owens Corning
Industrials
|
Reduced | 20,023 | $2,337,485 | 2.10% | |
| CPRT |
Copart Inc
Industrials
|
Added | 81,350 | $2,219,228 | 2.00% | |
| PINS |
Pinterest, Inc.
Communication Services
|
Added | 115,147 | $2,175,126 | 1.96% | |
| CASY |
Caseys General Stores Inc
Consumer Cyclical
|
Reduced | 3,531 | $2,148,472 | 1.93% | |
| ALB |
Albemarle Corp
Basic Materials
|
Added | 20,187 | $2,135,380 | 1.92% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Reduced | 6,227 | $2,121,787 | 1.91% | |
| CPNG |
Coupang, Inc.
Consumer Cyclical
|
Added | 150,251 | $2,083,981 | 1.87% | |
| SMPL |
Simply Good Foods Co
Consumer Defensive
|
Added | 217,799 | $2,066,912 | 1.86% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 4,511 | $2,057,873 | 1.85% | |
| GRAB |
Grab Holdings Ltd
Technology
|
Added | 634,393 | $1,972,962 | 1.77% | |
| NXT |
Nextpower Inc.
Technology
|
Added | 25,039 | $1,951,289 | 1.75% | |
| DDOG |
Datadog, Inc.
Technology
|
Reduced | 5,896 | $1,614,619 | 1.45% | |
| TTAN |
ServiceTitan, Inc.
Technology
|
NEW | 15,248 | $1,003,165 | 0.90% | |
| FCX |
Freeport-Mcmoran Inc
Basic Materials
|
Reduced | 7,494 | $524,580 | 0.47% | |
| DE |
Deere & Co
Industrials
|
Held | 322 | $216,239 | 0.19% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Reduced | 1,106 | $203,824 | 0.18% | |
|
|
Added | 106,269 | $0 | 0.00% | ||
| EPI |
WisdomTree India Earnings Fund
|
Added | 151,803 | $0 | 0.00% | |
| USFR |
WisdomTree Floating Rate Treasury Fund
|
Reduced | 316,752 | $0 | 0.00% | |
| ILF |
iShares Latin America 40 ETF
|
Added | 127,510 | $0 | 0.00% | |
| SHV |
iShares 0-1 Year Treasury Bond ETF
|
Added | 4,721 | $0 | 0.00% |
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.