Leibman Financial Services, Inc.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 9, 2024), Leibman Financial Services, Inc. reported 56 stock positions worth $134.9 million. Its top holding was Wisdomtree Floating Rate Tre (USFR) at 6.4% of the portfolio, followed by United Rentals (URI, 4.2%) and Taiwan Semiconductor-SP ADR (TSM, 3.9%). Compared with Q1 2024, it opened 4 new positions, sold out of 1, added to 24 and reduced 16. The biggest buy was a new position in T-Mobile US (TMUS) and the biggest sale Shell PLC-ADR (SHEL, shares −72%).
- Most Recent 13F
- Q2 2026
- Location
- LOUISVILLE, NE
- CIK
- 0002006661
- Portfolio Value
- $134.9M (Q2 2024)
- SEC Filing
- 0002006661-24-000003 ↗ filed Jul 9, 2024
Holdings Value
Holdings 56 stocks · $134.9M
| USFR Wisdomtree Floating Rate Tre | 6.45% | 172,831 | $8.7M | Reduce -4.4% |
| URI United Rentals Inc. | 4.24% | 8,853 | $5.7M | Reduce -0.2% |
| TSM Taiwan Semiconductor-SP ADR | 3.85% | 29,915 | $5.2M | Reduce -9.2% |
| DE Deere & Co. | 3.72% | 13,425 | $5.0M | Add +2.6% |
| AAPL Apple Inc. | 3.63% | 23,255 | $4.9M | Add +2.7% |
| GOOG Alphabet Inc. Class C | 3.57% | 26,242 | $4.8M | Reduce -3.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.49% | 11,557 | $4.7M | Add +2.2% |
| TESLA INC | 3.41% | 23,270 | $4.6M | Add +18.2% |
| TECK Teck Resources Ltd.-CLS B | 3.41% | 96,116 | $4.6M | Reduce -5.8% |
| FREEPORT MCMORAN INC | 3.27% | 90,863 | $4.4M | Reduce -7.3% |
| LUV Southwest Airlines Co. | 3.26% | 153,851 | $4.4M | Add +11.9% |
| MSFT Microsoft Corp. | 3.23% | 9,755 | $4.4M | Add +0.1% |
| EPI Wisdomtree India Earnings | 3.02% | 84,316 | $4.1M | Add +2.0% |
| FSLR First Solar Inc. | 2.97% | 17,758 | $4.0M | Reduce -2.3% |
| AMGN Amgen Inc. | 2.90% | 12,530 | $3.9M | Add +4.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 2.80% | 37,998 | $3.8M | Add +1.7% |
| AMAT Applied Materials Inc. | 2.73% | 15,622 | $3.7M | Reduce -24.5% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 2.55% | 35,197 | $3.4M | Add +2.1% |
| LOW Lowe's Cos Inc. | 2.55% | 15,586 | $3.4M | Add +2.5% |
| PFE Pfizer Inc. | 2.33% | 112,279 | $3.1M | Add +11.3% |
| TMUS T-Mobile US Inc. | 2.15% | 16,450 | $2.9M | New |
| ARE Alexandria Real Estate Equit | 2.12% | 24,413 | $2.9M | Add +14.3% |
| CVX Chevron Corp. | 2.10% | 18,073 | $2.8M | Add +8.1% |
| MTH Meritage Homes Corp. | 2.07% | 17,267 | $2.8M | Add +3.5% |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 1.99% | 41,750 | $2.7M | Reduce -35.1% |
| MGA Magna International Inc. | 1.90% | 61,110 | $2.6M | Add +9.7% |
| BA The Boeing Co. | 1.89% | 13,986 | $2.5M | Add +5.1% |
| DDOG Datadog Inc. Class A | 1.72% | 17,859 | $2.3M | Add +2.3% |
| GM General Motors Co. | 1.69% | 49,030 | $2.3M | Reduce -1.7% |
| SMIN iShares MSCI India Small-Cap | 1.41% | 23,520 | $1.9M | Add +6.7% |
| ENPH Enphase Energy Inc. | 1.34% | 18,080 | $1.8M | Add +1.5% |
| KNSL Kinsale Capital Group Inc. | 1.30% | 4,538 | $1.7M | Add +5.3% |
| ALB Albemarle Corp. | 1.08% | 15,302 | $1.5M | Add +11.8% |
| PINS Pinterest Inc. Class A | 1.03% | 31,390 | $1.4M | Add +0.8% |
| ALTM Arcadium Lithium PLC | 0.96% | 386,468 | $1.3M | Add +29.6% |
| ROK Rockwell Automation Inc. | 0.95% | 4,660 | $1.3M | No change |
| SHV iShares 0-1 Year Treasury Bo | 0.88% | 10,739 | $1.2M | Reduce -3.5% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.80% | 2,819 | $1.1M | New |
| PUBM Pubmatic Inc. Class A | 0.61% | 40,579 | $824K | New |
| WMT Walmart Inc. | 0.56% | 11,182 | $757K | No change |
| PGNY Progyny Inc. | 0.53% | 24,832 | $710K | New |
| SHEL Shell PLC-ADR | 0.47% | 8,796 | $635K | Reduce -72.2% |
| UNP Union Pacific Corp. | 0.45% | 2,712 | $614K | No change |
| INDA iShares MSCI India ETF | 0.33% | 7,900 | $441K | Reduce -7.5% |
| RXT Rackspace Technology Inc. | 0.28% | 3,822 | $384K | No change |
| CVS CVS Health Corp. | 0.27% | 6,124 | $362K | Reduce -7.8% |
| NUE Nucor Corp. | 0.23% | 1,984 | $314K | No change |
| CAT Caterpillar Inc. | 0.18% | 744 | $248K | No change |
| KR Kroger Co. | 0.18% | 4,876 | $243K | Reduce -1.1% |
| SWKS Skyworks Solutions Inc. | 0.18% | 2,264 | $241K | No change |
| CARR Carrier Global Corp. | 0.18% | 3,752 | $237K | No change |
| OLED Universal Display Corp. | 0.17% | 1,094 | $230K | Reduce -79.9% |
| HON Honeywell International Inc. | 0.17% | 1,048 | $224K | No change |
| FEZ State Street SPDR Euro Stoxx | 0.15% | 4,164 | $208K | No change |
| INTC Intel Corp. | 0.15% | 6,674 | $207K | No change |
| RS Reliance Inc. | 0.15% | 719 | $205K | No change |
Portfolio Sells Q1 2024 → Q2 2024
| SHEL Shell PLC-ADR | Reduce -72.2% | 0.47% | −1.16 |
| URI United Rentals Inc. | Reduce -0.2% | 4.24% | −0.66 |
| P Everpure Inc. Class A | Reduce -35.1% | 1.99% | −0.58 |
| AMAT Applied Materials Inc. | Reduce -24.5% | 2.73% | −0.54 |
| OLED Universal Display Corp. | Reduce -79.9% | 0.17% | −0.53 |
| USFR Wisdomtree Floating Rate Tre | Reduce -4.4% | 6.45% | −0.53 |
| FREEPORT MCMORAN INC | Reduce -7.3% | 3.27% | −0.26 |
| TECK Teck Resources Ltd.-CLS B | Reduce -5.8% | 3.41% | −0.17 |
| BCX BlackRock Resources & Commod | Sold out | 0.00% | −0.15 |
| CVS CVS Health Corp. | Reduce -7.8% | 0.27% | −0.14 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -3.5% | 0.88% | −0.06 |
| GM General Motors Co. | Reduce -1.7% | 1.69% | −0.05 |
| KR Kroger Co. | Reduce -1.1% | 0.18% | −0.04 |
| INDA iShares MSCI India ETF | Reduce -7.5% | 0.33% | −0.01 |
| GOOG Alphabet Inc. Class C | Reduce -3.9% | 3.57% | +0.38 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -9.2% | 3.85% | +0.42 |
| FSLR First Solar Inc. | Reduce -2.3% | 2.97% | +0.61 |
Portfolio Buys Q1 2024 → Q2 2024
| TMUS T-Mobile US Inc. | New | 2.15% | +2.15 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.80% | +0.80 |
| TESLA INC | Add +18.2% | 3.41% | +0.76 |
| AAPL Apple Inc. | Add +2.7% | 3.63% | +0.65 |
| PUBM Pubmatic Inc. Class A | New | 0.61% | +0.61 |
| PGNY Progyny Inc. | New | 0.53% | +0.53 |
| AMGN Amgen Inc. | Add +4.0% | 2.90% | +0.27 |
| EPI Wisdomtree India Earnings | Add +2.0% | 3.02% | +0.25 |
| TTD Trade Desk Inc./the Class A | Add +2.1% | 2.55% | +0.24 |
| SMIN iShares MSCI India Small-Cap | Add +6.7% | 1.41% | +0.22 |
| PINS Pinterest Inc. Class A | Add +0.8% | 1.03% | +0.20 |
| LUV Southwest Airlines Co. | Add +11.9% | 3.26% | +0.18 |
| PFE Pfizer Inc. | Add +11.3% | 2.33% | +0.18 |
| MSFT Microsoft Corp. | Add +0.1% | 3.23% | +0.09 |
| CVX Chevron Corp. | Add +8.1% | 2.10% | +0.07 |
| DDOG Datadog Inc. Class A | Add +2.3% | 1.72% | +0.06 |
| ARE Alexandria Real Estate Equit | Add +14.3% | 2.12% | +0.00 |
| ALTM Arcadium Lithium PLC | Add +29.6% | 0.96% | −0.02 |
| BA The Boeing Co. | Add +5.1% | 1.89% | −0.08 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +2.2% | 3.49% | −0.16 |
| MTH Meritage Homes Corp. | Add +3.5% | 2.07% | −0.17 |
| ALB Albemarle Corp. | Add +11.8% | 1.08% | −0.30 |
| ENPH Enphase Energy Inc. | Add +1.5% | 1.34% | −0.32 |
| DE Deere & Co. | Add +2.6% | 3.72% | −0.40 |
| LOW Lowe's Cos Inc. | Add +2.5% | 2.55% | −0.43 |
| MGA Magna International Inc. | Add +9.7% | 1.90% | −0.43 |
| KNSL Kinsale Capital Group Inc. | Add +5.3% | 1.30% | −0.44 |
| DIS The Walt Disney Co. | Add +1.7% | 2.80% | −0.71 |
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 |