Leibman Financial Services, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 14, 2026), Leibman Financial Services, Inc. reported 46 stock positions worth $150.4 million. Its top holding was Wisdomtree Floating Rate Tre (USFR) at 13.2% of the portfolio, followed by Wisdomtree India Earnings (EPI, 4.1%) and Avantis Intl S/C Value ETF (AVDV, 3.7%). Compared with Q1 2026, it opened 4 new positions, sold out of 7, added to 25 and reduced 17. The biggest buy was Wisdomtree Floating Rate Tre (USFR, shares +61%) and the biggest sale an exit from Lululemon Athletica (LULU).
- Most Recent 13F
- Q2 2026
- Location
- LOUISVILLE, NE
- CIK
- 0002006661
- Portfolio Value
- $150.4M (Q2 2026)
- SEC Filing
- 0002006661-26-000004 ↗ filed Jul 14, 2026
Holdings Value
Holdings 46 stocks · $150.4M
| USFR Wisdomtree Floating Rate Tre | 13.20% | 394,250 | $19.9M | Add +61.3% |
| EPI Wisdomtree India Earnings | 4.10% | 144,201 | $6.2M | Add +4.5% |
| AVDV Avantis Intl S/C Value ETF | 3.74% | 54,662 | $5.6M | Add +2.1% |
| DGS Wisdomtree Em Small Cap | 3.46% | 80,367 | $5.2M | Add +18.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.24% | 9,746 | $4.9M | Add +3.6% |
| GOOG Alphabet Inc. Class C | 2.97% | 12,662 | $4.5M | Add +28.5% |
| SFM Sprouts Farmers Market Inc. | 2.91% | 51,711 | $4.4M | Add +2.4% |
| TECK Teck Resources Ltd.-CLS B | 2.80% | 70,851 | $4.2M | Reduce -14.4% |
| AMZN Amazon.com Inc. | 2.80% | 17,653 | $4.2M | Reduce -4.8% |
| SE Sea Ltd.-ADR | 2.79% | 43,816 | $4.2M | Add +47.3% |
| AMGN Amgen Inc. | 2.78% | 11,566 | $4.2M | Reduce -2.5% |
| BMY Bristol-Myers Squibb Co. | 2.64% | 69,007 | $4.0M | Add +3.1% |
| SMIN iShares MSCI India Small-Cap | 2.55% | 54,262 | $3.8M | Add +4.5% |
| KNSL Kinsale Capital Group Inc. | 2.43% | 11,063 | $3.6M | Add +14.3% |
| AAPL Apple Inc. | 2.32% | 12,076 | $3.5M | Reduce -2.1% |
| URI United Rentals Inc. | 2.29% | 3,044 | $3.4M | Reduce -1.3% |
| TMUS T-Mobile US Inc. | 2.24% | 20,067 | $3.4M | Add +7.3% |
| MELI MercadoLibre Inc. | 2.19% | 1,941 | $3.3M | Add +18.3% |
| OC Owens Corning | 2.18% | 20,676 | $3.3M | Add +3.6% |
| CASY Casey's General Stores Inc. | 1.88% | 3,556 | $2.8M | Reduce -20.1% |
| CALM Cal-Maine Foods Inc. | 1.87% | 34,844 | $2.8M | Add +4.3% |
| DUOL Duolingo | 1.85% | 24,222 | $2.8M | New |
| PLD Prologis Inc. | 1.83% | 20,319 | $2.8M | Reduce -0.7% |
| FSLR First Solar Inc. | 1.82% | 11,628 | $2.7M | Add +4.4% |
| TGT Target Corp. | 1.81% | 20,895 | $2.7M | Reduce -20.6% |
| SMPL The Simply Good Foods Co. | 1.79% | 202,479 | $2.7M | New |
| ARE Alexandria Real Estate Equit | 1.79% | 50,818 | $2.7M | Add +12.8% |
| EMBJ Embraer SA-Spon ADR | 1.70% | 40,176 | $2.6M | New |
| ILF iShares Latin America 40 ETF | 1.61% | 71,820 | $2.4M | Reduce -18.7% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.61% | 3,174 | $2.4M | Reduce -3.3% |
| PINS Pinterest Inc. Class A | 1.60% | 114,435 | $2.4M | Add +23.4% |
| COST Costco Wholesale Corp. | 1.56% | 2,514 | $2.4M | Add +85.0% |
| CMG Chipotle Mexican Grill Inc. | 1.54% | 68,351 | $2.3M | Add +4.6% |
| DDOG Datadog Inc. Class A | 1.53% | 8,869 | $2.3M | Reduce -2.9% |
| TSM Taiwan Semiconductor-SP ADR | 1.49% | 4,706 | $2.2M | Reduce -5.2% |
| GRAB Grab Holdings Ltd. Class A | 1.47% | 586,752 | $2.2M | Add +15.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.44% | 22,572 | $2.2M | Add +1.7% |
| CPNG Coupang Inc. | 1.42% | 122,902 | $2.1M | Add +4.7% |
| CPRT Copart Inc. | 1.29% | 68,656 | $1.9M | Add +21.6% |
| NXT Nextpower Inc. | 0.93% | 11,772 | $1.4M | Reduce -21.7% |
| ENPH Enphase Energy Inc. | 0.78% | 23,944 | $1.2M | Reduce -27.8% |
| ALB Albemarle Corp. | 0.74% | 8,268 | $1.1M | Add +2.7% |
| FCX Freeport-McMoran Inc. | 0.35% | 8,256 | $519K | Reduce -83.5% |
| SHV iShares 0-1 Year Treasury Bo | 0.32% | 4,389 | $484K | Reduce -20.9% |
| LOW Lowe's Cos Inc. | 0.18% | 1,258 | $277K | Reduce -87.6% |
| DE Deere & Co. | 0.14% | 322 | $204K | New |
Portfolio Sells Q1 2026 → Q2 2026
| LULU Lululemon Athletica Inc. | Sold out | 0.00% | −2.24 |
| CAVA Cava Group Inc. | Sold out | 0.00% | −2.21 |
| FCX Freeport-McMoran Inc. | Reduce -83.5% | 0.35% | −1.81 |
| TTD Trade Desk Inc./the Class A | Sold out | 0.00% | −1.81 |
| LOW Lowe's Cos Inc. | Reduce -87.6% | 0.18% | −1.58 |
| STRL Sterling Infrastructure Inc. | Sold out | 0.00% | −1.04 |
| ILF iShares Latin America 40 ETF | Reduce -18.7% | 1.61% | −0.69 |
| PGNY Progyny Inc. | Sold out | 0.00% | −0.60 |
| TGT Target Corp. | Reduce -20.6% | 1.81% | −0.53 |
| CASY Casey's General Stores Inc. | Reduce -20.1% | 1.88% | −0.50 |
| NXT Nextpower Inc. | Reduce -21.7% | 0.93% | −0.40 |
| TECK Teck Resources Ltd.-CLS B | Reduce -14.4% | 2.80% | −0.34 |
| AMGN Amgen Inc. | Reduce -2.5% | 2.78% | −0.28 |
| UNP Union Pacific Corp. | Sold out | 0.00% | −0.17 |
| PLD Prologis Inc. | Reduce -0.7% | 1.83% | −0.16 |
| ENPH Enphase Energy Inc. | Reduce -27.8% | 0.78% | −0.14 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -20.9% | 0.32% | −0.13 |
| PUBM Pubmatic Inc. Class A | Sold out | 0.00% | −0.10 |
| AMZN Amazon.com Inc. | Reduce -4.8% | 2.80% | −0.04 |
| AAPL Apple Inc. | Reduce -2.1% | 2.32% | +0.02 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -5.2% | 1.49% | +0.26 |
| URI United Rentals Inc. | Reduce -1.3% | 2.29% | +0.64 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -3.3% | 1.61% | +0.67 |
| DDOG Datadog Inc. Class A | Reduce -2.9% | 1.53% | +0.74 |
Portfolio Buys Q1 2026 → Q2 2026
| USFR Wisdomtree Floating Rate Tre | Add +61.3% | 13.20% | +4.16 |
| DUOL Duolingo | New | 1.85% | +1.85 |
| SMPL The Simply Good Foods Co. | New | 1.79% | +1.79 |
| EMBJ Embraer SA-Spon ADR | New | 1.70% | +1.70 |
| SE Sea Ltd.-ADR | Add +47.3% | 2.79% | +0.98 |
| GOOG Alphabet Inc. Class C | Add +28.5% | 2.97% | +0.90 |
| OC Owens Corning | Add +3.6% | 2.18% | +0.60 |
| COST Costco Wholesale Corp. | Add +85.0% | 1.56% | +0.57 |
| DGS Wisdomtree Em Small Cap | Add +18.9% | 3.46% | +0.48 |
| PINS Pinterest Inc. Class A | Add +23.4% | 1.60% | +0.35 |
| SMIN iShares MSCI India Small-Cap | Add +4.5% | 2.55% | +0.27 |
| ARE Alexandria Real Estate Equit | Add +12.8% | 1.79% | +0.25 |
| FSLR First Solar Inc. | Add +4.4% | 1.82% | +0.21 |
| DE Deere & Co. | New | 0.14% | +0.14 |
| GRAB Grab Holdings Ltd. Class A | Add +15.9% | 1.47% | +0.11 |
| MELI MercadoLibre Inc. | Add +18.3% | 2.19% | +0.11 |
| SFM Sprouts Farmers Market Inc. | Add +2.4% | 2.91% | +0.05 |
| CMG Chipotle Mexican Grill Inc. | Add +4.6% | 1.54% | +0.01 |
| KNSL Kinsale Capital Group Inc. | Add +14.3% | 2.43% | −0.00 |
| EPI Wisdomtree India Earnings | Add +4.5% | 4.10% | −0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +3.6% | 3.24% | −0.07 |
| CALM Cal-Maine Foods Inc. | Add +4.3% | 1.87% | −0.07 |
| CPRT Copart Inc. | Add +21.6% | 1.29% | −0.09 |
| DIS The Walt Disney Co. | Add +1.7% | 1.44% | −0.13 |
| AVDV Avantis Intl S/C Value ETF | Add +2.1% | 3.74% | −0.18 |
| CPNG Coupang Inc. | Add +4.7% | 1.42% | −0.21 |
| ALB Albemarle Corp. | Add +2.7% | 0.74% | −0.32 |
| BMY Bristol-Myers Squibb Co. | Add +3.1% | 2.64% | −0.34 |
| TMUS T-Mobile US Inc. | Add +7.3% | 2.24% | −0.65 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 46 | $150.4M | USFR, EPI, AVDV, DGS, BRK.B |
| Q1 2026 | 49 | $136.2M | USFR, EPI, AVDV, BRK.B, TECK |
| Q4 2025 | 51 | $138.5M | USFR, EPI, AVDV, TECK, FCX |
| Q3 2025 | 48 | $131.7M | USFR, INDA, AVDV, ARE, BRK.B |
| Q2 2025 | 49 | $130.1M | USFR, EPI, TSM, FSLR, BRK.B |
| Q1 2025 | 53 | $128.6M | USFR, BRK.B, EPI, URI, TSM |
| Q4 2024 | 55 | $137.1M | USFR, EPI, TSM, BRK.B, GOOG |
| Q3 2024 | 57 | $141.1M | USFR, URI, DE, BRK.B, AAPL |
| Q2 2024 | 56 | $134.9M | USFR, URI, TSM, DE, AAPL |
| Q1 2024 | 53 | $130.3M | USFR, URI, DE, BRK.B, TECK |