Leibman Financial Services, Inc.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 4, 2024), Leibman Financial Services, Inc. reported 53 stock positions worth $130.3 million. Its top holding was Wisdomtree Floating Rate Tre (USFR) at 7.0% of the portfolio, followed by United Rentals (URI, 4.9%) and Deere (DE, 4.1%). Compared with Q4 2023, it opened 2 new positions, sold out of 1, added to 22 and reduced 17. The biggest buy was a new position in Arcadium Lithium (ALTM) and the biggest sale an exit from Livent (LTHM).
- Most Recent 13F
- Q2 2026
- Location
- LOUISVILLE, NE
- CIK
- 0002006661
- Portfolio Value
- $130.3M (Q1 2024)
- SEC Filing
- 0002006661-24-000002 ↗ filed Apr 4, 2024
Holdings Value
Holdings 53 stocks · $130.3M
| USFR Wisdomtree Floating Rate Tre | 6.98% | 180,734 | $9.1M | Add +25.9% |
| URI United Rentals Inc. | 4.91% | 8,872 | $6.4M | Reduce -12.0% |
| DE Deere & Co. | 4.12% | 13,078 | $5.4M | Add +13.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.65% | 11,312 | $4.8M | Add +1.7% |
| TECK Teck Resources Ltd.-CLS B | 3.58% | 102,000 | $4.7M | Add +7.1% |
| FREEPORT MCMORAN INC | 3.54% | 98,027 | $4.6M | Reduce -0.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 3.51% | 37,364 | $4.6M | Reduce -2.1% |
| TSM Taiwan Semiconductor-SP ADR | 3.44% | 32,943 | $4.5M | Reduce -4.4% |
| AMAT Applied Materials Inc. | 3.27% | 20,691 | $4.3M | Reduce -13.3% |
| GOOG Alphabet Inc. Class C | 3.19% | 27,319 | $4.2M | Add +0.0% |
| MSFT Microsoft Corp. | 3.15% | 9,745 | $4.1M | Add +0.9% |
| LUV Southwest Airlines Co. | 3.08% | 137,488 | $4.0M | Reduce -10.7% |
| AAPL Apple Inc. | 2.98% | 22,641 | $3.9M | Add +1.9% |
| LOW Lowe's Cos Inc. | 2.97% | 15,211 | $3.9M | Add +3.2% |
| EPI Wisdomtree India Earnings | 2.76% | 82,683 | $3.6M | Add +6.3% |
| TESLA INC | 2.65% | 19,680 | $3.5M | Add +24.7% |
| AMGN Amgen Inc. | 2.63% | 12,049 | $3.4M | Add +2.6% |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 2.57% | 64,313 | $3.3M | Reduce -5.7% |
| FSLR First Solar Inc. | 2.36% | 18,184 | $3.1M | Add +13.8% |
| MGA Magna International Inc. | 2.33% | 55,684 | $3.0M | Add +7.6% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 2.31% | 34,462 | $3.0M | Add +3.4% |
| MTH Meritage Homes Corp. | 2.25% | 16,677 | $2.9M | Add +2.8% |
| PFE Pfizer Inc. | 2.15% | 100,885 | $2.8M | Add +26.2% |
| ARE Alexandria Real Estate Equit | 2.11% | 21,363 | $2.8M | Add +4.3% |
| CVX Chevron Corp. | 2.02% | 16,722 | $2.6M | Add +7.8% |
| BA The Boeing Co. | 1.97% | 13,302 | $2.6M | Add +9.9% |
| GM General Motors Co. | 1.74% | 49,862 | $2.3M | Reduce -34.9% |
| KNSL Kinsale Capital Group Inc. | 1.74% | 4,310 | $2.3M | Add +1.9% |
| DDOG Datadog Inc. Class A | 1.66% | 17,454 | $2.2M | Reduce -4.8% |
| ENPH Enphase Energy Inc. | 1.65% | 17,808 | $2.2M | Reduce -2.4% |
| SHEL Shell PLC-ADR | 1.63% | 31,629 | $2.1M | Reduce -0.4% |
| ALB Albemarle Corp. | 1.38% | 13,692 | $1.8M | Add +7.7% |
| SMIN iShares MSCI India Small-Cap | 1.19% | 22,051 | $1.5M | Add +10.9% |
| ROK Rockwell Automation Inc. | 1.04% | 4,660 | $1.4M | No change |
| ALTM Arcadium Lithium PLC | 0.99% | 298,301 | $1.3M | New |
| SHV iShares 0-1 Year Treasury Bo | 0.94% | 11,134 | $1.2M | Reduce -1.7% |
| PINS Pinterest Inc. Class A | 0.83% | 31,124 | $1.1M | Reduce -6.3% |
| OLED Universal Display Corp. | 0.70% | 5,443 | $917K | Reduce -3.0% |
| WMT Walmart Inc. | 0.52% | 11,182 | $673K | No change |
| UNP Union Pacific Corp. | 0.51% | 2,712 | $667K | No change |
| CVS CVS Health Corp. | 0.41% | 6,641 | $530K | Reduce -4.5% |
| INDA iShares MSCI India ETF | 0.34% | 8,543 | $441K | No change |
| NUE Nucor Corp. | 0.30% | 1,984 | $393K | No change |
| RXT Rackspace Technology Inc. | 0.29% | 3,822 | $373K | No change |
| INTC Intel Corp. | 0.23% | 6,674 | $295K | Reduce -1.0% |
| KR Kroger Co. | 0.22% | 4,928 | $282K | Reduce -1.4% |
| CAT Caterpillar Inc. | 0.21% | 744 | $273K | No change |
| SWKS Skyworks Solutions Inc. | 0.19% | 2,264 | $245K | No change |
| RS Reliance Inc. | 0.18% | 719 | $240K | No change |
| FEZ State Street SPDR Euro Stoxx | 0.17% | 4,164 | $219K | New |
| CARR Carrier Global Corp. | 0.17% | 3,752 | $218K | No change |
| HON Honeywell International Inc. | 0.17% | 1,048 | $215K | No change |
| BCX BlackRock Resources & Commod | 0.15% | 20,995 | $191K | No change |
Portfolio Sells Q4 2023 → Q1 2024
| LTHM Livent Corp. | Sold out | 0.00% | −1.59 |
| LUV Southwest Airlines Co. | Reduce -10.7% | 3.08% | −0.62 |
| GM General Motors Co. | Reduce -34.9% | 1.74% | −0.55 |
| ENPH Enphase Energy Inc. | Reduce -2.4% | 1.65% | −0.35 |
| PINS Pinterest Inc. Class A | Reduce -6.3% | 0.83% | −0.20 |
| DDOG Datadog Inc. Class A | Reduce -4.8% | 1.66% | −0.19 |
| OLED Universal Display Corp. | Reduce -3.0% | 0.70% | −0.19 |
| SHEL Shell PLC-ADR | Reduce -0.4% | 1.63% | −0.11 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -1.7% | 0.94% | −0.09 |
| INTC Intel Corp. | Reduce -1.0% | 0.23% | −0.06 |
| CVS CVS Health Corp. | Reduce -4.5% | 0.41% | −0.05 |
| KR Kroger Co. | Reduce -1.4% | 0.22% | +0.03 |
| AMAT Applied Materials Inc. | Reduce -13.3% | 3.27% | +0.06 |
| FREEPORT MCMORAN INC | Reduce -0.1% | 3.54% | +0.06 |
| URI United Rentals Inc. | Reduce -12.0% | 4.91% | +0.10 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -4.4% | 3.44% | +0.46 |
| P Everpure Inc. Class A | Reduce -5.7% | 2.57% | +0.54 |
| DIS The Walt Disney Co. | Reduce -2.1% | 3.51% | +0.64 |
Portfolio Buys Q4 2023 → Q1 2024
| ALTM Arcadium Lithium PLC | New | 0.99% | +0.99 |
| USFR Wisdomtree Floating Rate Tre | Add +25.9% | 6.98% | +0.98 |
| KNSL Kinsale Capital Group Inc. | Add +1.9% | 1.74% | +0.56 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.7% | 3.65% | +0.35 |
| TTD Trade Desk Inc./the Class A | Add +3.4% | 2.31% | +0.32 |
| DE Deere & Co. | Add +13.2% | 4.12% | +0.28 |
| LOW Lowe's Cos Inc. | Add +3.2% | 2.97% | +0.25 |
| PFE Pfizer Inc. | Add +26.2% | 2.15% | +0.23 |
| TECK Teck Resources Ltd.-CLS B | Add +7.1% | 3.58% | +0.23 |
| FEZ State Street SPDR Euro Stoxx | New | 0.17% | +0.17 |
| MSFT Microsoft Corp. | Add +0.9% | 3.15% | +0.13 |
| EPI Wisdomtree India Earnings | Add +6.3% | 2.76% | +0.11 |
| CVX Chevron Corp. | Add +7.8% | 2.02% | +0.10 |
| FSLR First Solar Inc. | Add +13.8% | 2.36% | +0.07 |
| SMIN iShares MSCI India Small-Cap | Add +10.9% | 1.19% | +0.04 |
| GOOG Alphabet Inc. Class C | Add +0.0% | 3.19% | −0.01 |
| ARE Alexandria Real Estate Equit | Add +4.3% | 2.11% | −0.05 |
| MTH Meritage Homes Corp. | Add +2.8% | 2.25% | −0.10 |
| ALB Albemarle Corp. | Add +7.7% | 1.38% | −0.14 |
| AMGN Amgen Inc. | Add +2.6% | 2.63% | −0.18 |
| MGA Magna International Inc. | Add +7.6% | 2.33% | −0.22 |
| AAPL Apple Inc. | Add +1.9% | 2.98% | −0.58 |
| TESLA INC | Add +24.7% | 2.65% | −0.61 |
| BA The Boeing Co. | Add +9.9% | 1.97% | −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 |