Leibman Financial Services, Inc.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 8, 2024), Leibman Financial Services, Inc. reported 57 stock positions worth $141.1 million. Its top holding was Wisdomtree Floating Rate Tre (USFR) at 6.9% of the portfolio, followed by United Rentals (URI, 4.1%) and Deere (DE, 4.0%). Compared with Q2 2024, it opened 7 new positions, sold out of 6, added to 22 and reduced 21. The biggest buy was a new position in Genuine Parts (GPC) and the biggest sale an exit from Tesla.
- Most Recent 13F
- Q2 2026
- Location
- LOUISVILLE, NE
- CIK
- 0002006661
- Portfolio Value
- $141.1M (Q3 2024)
- SEC Filing
- 0002006661-24-000005 ↗ filed Oct 8, 2024
Holdings Value
Holdings 57 stocks · $141.1M
| USFR Wisdomtree Floating Rate Tre | 6.87% | 192,955 | $9.7M | Add +11.6% |
| URI United Rentals Inc. | 4.08% | 7,117 | $5.8M | Reduce -19.6% |
| DE Deere & Co. | 3.96% | 13,397 | $5.6M | Reduce -0.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.76% | 11,536 | $5.3M | Reduce -0.2% |
| AAPL Apple Inc. | 3.69% | 22,364 | $5.2M | Reduce -3.8% |
| TECK Teck Resources Ltd.-CLS B | 3.58% | 96,750 | $5.1M | Add +0.7% |
| EPI Wisdomtree India Earnings | 3.56% | 99,505 | $5.0M | Add +18.0% |
| FREEPORT MCMORAN INC | 3.33% | 94,156 | $4.7M | Add +3.6% |
| LUV Southwest Airlines Co. | 3.31% | 157,445 | $4.7M | Add +2.3% |
| TSM Taiwan Semiconductor-SP ADR | 3.20% | 25,993 | $4.5M | Reduce -13.1% |
| GOOG Alphabet Inc. Class C | 3.13% | 26,423 | $4.4M | Add +0.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 3.06% | 44,916 | $4.3M | Add +18.2% |
| LOW Lowe's Cos Inc. | 3.02% | 15,711 | $4.3M | Add +0.8% |
| MSFT Microsoft Corp. | 2.99% | 9,806 | $4.2M | Add +0.5% |
| ARE Alexandria Real Estate Equit | 2.88% | 34,258 | $4.1M | Add +40.3% |
| AMGN Amgen Inc. | 2.74% | 11,982 | $3.9M | Reduce -4.4% |
| FSLR First Solar Inc. | 2.64% | 14,957 | $3.7M | Reduce -15.8% |
| TMUS T-Mobile US Inc. | 2.39% | 16,346 | $3.4M | Reduce -0.6% |
| MTH Meritage Homes Corp. | 2.32% | 15,986 | $3.3M | Reduce -7.4% |
| MGA Magna International Inc. | 2.32% | 79,833 | $3.3M | Add +30.6% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 2.29% | 29,447 | $3.2M | Reduce -16.3% |
| AMAT Applied Materials Inc. | 2.15% | 15,034 | $3.0M | Reduce -3.8% |
| GPC Genuine Parts Co. | 2.10% | 21,189 | $3.0M | New |
| TSLA Tesla Inc. | 2.08% | 11,230 | $2.9M | New |
| SMIN iShares MSCI India Small-Cap | 2.07% | 33,941 | $2.9M | Add +44.3% |
| LULU Lululemon Athletica Inc. | 2.05% | 10,679 | $2.9M | New |
| CVX Chevron Corp. | 1.98% | 18,960 | $2.8M | Add +4.9% |
| ALB Albemarle Corp. | 1.74% | 25,889 | $2.5M | Add +69.2% |
| KNSL Kinsale Capital Group Inc. | 1.51% | 4,562 | $2.1M | Add +0.5% |
| DDOG Datadog Inc. Class A | 1.49% | 18,252 | $2.1M | Add +2.2% |
| ENPH Enphase Energy Inc. | 1.47% | 18,395 | $2.1M | Add +1.7% |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 1.45% | 40,849 | $2.1M | Reduce -2.2% |
| PLD Prologis Inc. | 1.34% | 14,966 | $1.9M | New |
| ALTM Arcadium Lithium PLC | 1.22% | 603,955 | $1.7M | Add +56.3% |
| ROK Rockwell Automation Inc. | 0.89% | 4,660 | $1.3M | No change |
| SHV iShares 0-1 Year Treasury Bo | 0.81% | 10,374 | $1.1M | Reduce -3.4% |
| PINS Pinterest Inc. Class A | 0.73% | 31,758 | $1.0M | Add +1.2% |
| WMT Walmart Inc. | 0.62% | 10,897 | $880K | Reduce -2.5% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.60% | 3,008 | $844K | Add +6.7% |
| PUBM Pubmatic Inc. Class A | 0.51% | 48,459 | $721K | Add +19.4% |
| UNP Union Pacific Corp. | 0.47% | 2,712 | $668K | No change |
| SHEL Shell PLC-ADR | 0.39% | 8,272 | $546K | Reduce -6.0% |
| PGNY Progyny Inc. | 0.38% | 31,637 | $530K | Add +27.4% |
| RTX RTX Corp. | 0.33% | 3,822 | $463K | New |
| INDA iShares MSCI India ETF | 0.32% | 7,647 | $448K | Reduce -3.2% |
| PFE Pfizer Inc. | 0.22% | 10,492 | $304K | Reduce -90.7% |
| CARR Carrier Global Corp. | 0.21% | 3,752 | $302K | No change |
| CVS CVS Health Corp. | 0.21% | 4,780 | $301K | Reduce -21.9% |
| NUE Nucor Corp. | 0.21% | 1,974 | $297K | Reduce -0.5% |
| CAT Caterpillar Inc. | 0.21% | 744 | $291K | No change |
| KR Kroger Co. | 0.19% | 4,766 | $273K | Reduce -2.3% |
| GM General Motors Co. | 0.17% | 5,208 | $234K | Reduce -89.4% |
| SWKS Skyworks Solutions Inc. | 0.16% | 2,264 | $224K | No change |
| HON Honeywell International Inc. | 0.15% | 1,048 | $217K | No change |
| NEM Newmont Corp. | 0.15% | 4,032 | $216K | New |
| RS Reliance Inc. | 0.15% | 719 | $208K | No change |
| BCX BlackRock Resources & Commod | 0.14% | 20,995 | $202K | New |
Portfolio Sells Q2 2024 → Q3 2024
| TESLA INC | Sold out | 0.00% | −3.41 |
| PFE Pfizer Inc. | Reduce -90.7% | 0.22% | −2.11 |
| BA The Boeing Co. | Sold out | 0.00% | −1.89 |
| GM General Motors Co. | Reduce -89.4% | 0.17% | −1.52 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -13.1% | 3.20% | −0.66 |
| AMAT Applied Materials Inc. | Reduce -3.8% | 2.15% | −0.58 |
| P Everpure Inc. Class A | Reduce -2.2% | 1.45% | −0.53 |
| FSLR First Solar Inc. | Reduce -15.8% | 2.64% | −0.32 |
| RXT Rackspace Technology Inc. | Sold out | 0.00% | −0.28 |
| TTD Trade Desk Inc./the Class A | Reduce -16.3% | 2.29% | −0.26 |
| OLED Universal Display Corp. | Sold out | 0.00% | −0.17 |
| AMGN Amgen Inc. | Reduce -4.4% | 2.74% | −0.17 |
| URI United Rentals Inc. | Reduce -19.6% | 4.08% | −0.16 |
| FEZ State Street SPDR Euro Stoxx | Sold out | 0.00% | −0.15 |
| INTC Intel Corp. | Sold out | 0.00% | −0.15 |
| SHEL Shell PLC-ADR | Reduce -6.0% | 0.39% | −0.08 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -3.4% | 0.81% | −0.07 |
| CVS CVS Health Corp. | Reduce -21.9% | 0.21% | −0.06 |
| NUE Nucor Corp. | Reduce -0.5% | 0.21% | −0.02 |
| INDA iShares MSCI India ETF | Reduce -3.2% | 0.32% | −0.01 |
| KR Kroger Co. | Reduce -2.3% | 0.19% | +0.01 |
| AAPL Apple Inc. | Reduce -3.8% | 3.69% | +0.06 |
| WMT Walmart Inc. | Reduce -2.5% | 0.62% | +0.06 |
| TMUS T-Mobile US Inc. | Reduce -0.6% | 2.39% | +0.24 |
| DE Deere & Co. | Reduce -0.2% | 3.96% | +0.24 |
| MTH Meritage Homes Corp. | Reduce -7.4% | 2.32% | +0.25 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.2% | 3.76% | +0.28 |
Portfolio Buys Q2 2024 → Q3 2024
| GPC Genuine Parts Co. | New | 2.10% | +2.10 |
| TSLA Tesla Inc. | New | 2.08% | +2.08 |
| LULU Lululemon Athletica Inc. | New | 2.05% | +2.05 |
| PLD Prologis Inc. | New | 1.34% | +1.34 |
| ARE Alexandria Real Estate Equit | Add +40.3% | 2.88% | +0.77 |
| SMIN iShares MSCI India Small-Cap | Add +44.3% | 2.07% | +0.66 |
| ALB Albemarle Corp. | Add +69.2% | 1.74% | +0.65 |
| EPI Wisdomtree India Earnings | Add +18.0% | 3.56% | +0.54 |
| LOW Lowe's Cos Inc. | Add +0.8% | 3.02% | +0.47 |
| MGA Magna International Inc. | Add +30.6% | 2.32% | +0.42 |
| USFR Wisdomtree Floating Rate Tre | Add +11.6% | 6.87% | +0.42 |
| RTX RTX Corp. | New | 0.33% | +0.33 |
| DIS The Walt Disney Co. | Add +18.2% | 3.06% | +0.26 |
| ALTM Arcadium Lithium PLC | Add +56.3% | 1.22% | +0.26 |
| KNSL Kinsale Capital Group Inc. | Add +0.5% | 1.51% | +0.21 |
| TECK Teck Resources Ltd.-CLS B | Add +0.7% | 3.58% | +0.17 |
| NEM Newmont Corp. | New | 0.15% | +0.15 |
| BCX BlackRock Resources & Commod | New | 0.14% | +0.14 |
| ENPH Enphase Energy Inc. | Add +1.7% | 1.47% | +0.14 |
| FREEPORT MCMORAN INC | Add +3.6% | 3.33% | +0.06 |
| LUV Southwest Airlines Co. | Add +2.3% | 3.31% | +0.04 |
| PUBM Pubmatic Inc. Class A | Add +19.4% | 0.51% | −0.10 |
| CVX Chevron Corp. | Add +4.9% | 1.98% | −0.12 |
| PGNY Progyny Inc. | Add +27.4% | 0.38% | −0.15 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +6.7% | 0.60% | −0.20 |
| DDOG Datadog Inc. Class A | Add +2.2% | 1.49% | −0.23 |
| MSFT Microsoft Corp. | Add +0.5% | 2.99% | −0.24 |
| PINS Pinterest Inc. Class A | Add +1.2% | 0.73% | −0.30 |
| GOOG Alphabet Inc. Class C | Add +0.7% | 3.13% | −0.44 |
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 |