Leibman Financial Services, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 13, 2025), Leibman Financial Services, Inc. reported 55 stock positions worth $137.1 million. Its top holding was Wisdomtree Floating Rate Tre (USFR) at 9.2% of the portfolio, followed by Wisdomtree India Earnings (EPI, 4.0%) and Taiwan Semiconductor-SP ADR (TSM, 3.7%). Compared with Q3 2024, it opened 7 new positions, sold out of 9, added to 19 and reduced 24. The biggest buy was Wisdomtree Floating Rate Tre (USFR, shares +30%) and the biggest sale Magna International (MGA, shares −90%).
- Most Recent 13F
- Q2 2026
- Location
- LOUISVILLE, NE
- CIK
- 0002006661
- Portfolio Value
- $137.1M (Q4 2024)
- SEC Filing
- 0002006661-25-000002 ↗ filed Jan 13, 2025
Holdings Value
Holdings 55 stocks · $137.1M
| USFR Wisdomtree Floating Rate Tre | 9.22% | 251,115 | $12.6M | Add +30.1% |
| EPI Wisdomtree India Earnings | 4.02% | 121,803 | $5.5M | Add +22.4% |
| TSM Taiwan Semiconductor-SP ADR | 3.65% | 25,355 | $5.0M | Reduce -2.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.65% | 11,040 | $5.0M | Reduce -4.3% |
| GOOG Alphabet Inc. Class C | 3.54% | 25,442 | $4.8M | Reduce -3.7% |
| URI United Rentals Inc. | 3.34% | 6,503 | $4.6M | Reduce -8.6% |
| LULU Lululemon Athletica Inc. | 3.17% | 11,346 | $4.3M | Add +6.3% |
| ARE Alexandria Real Estate Equit | 2.96% | 41,580 | $4.1M | Add +21.4% |
| TECK Teck Resources Ltd.-CLS B | 2.90% | 98,025 | $4.0M | Add +1.3% |
| FREEPORT MCMORAN INC | 2.80% | 100,786 | $3.8M | Add +7.0% |
| LUV Southwest Airlines Co. | 2.70% | 109,887 | $3.7M | Reduce -30.2% |
| AAPL Apple Inc. | 2.63% | 14,414 | $3.6M | Reduce -35.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 2.56% | 31,540 | $3.5M | Reduce -29.8% |
| ALB Albemarle Corp. | 2.45% | 38,964 | $3.4M | Add +50.5% |
| AMGN Amgen Inc. | 2.43% | 12,800 | $3.3M | Add +6.8% |
| TMUS T-Mobile US Inc. | 2.33% | 14,466 | $3.2M | Reduce -11.5% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 2.26% | 26,393 | $3.1M | Reduce -10.4% |
| MSFT Microsoft Corp. | 2.26% | 7,344 | $3.1M | Reduce -25.1% |
| FSLR First Solar Inc. | 2.22% | 17,226 | $3.0M | Add +15.2% |
| DE Deere & Co. | 2.19% | 7,088 | $3.0M | Reduce -47.1% |
| GPC Genuine Parts Co. | 2.17% | 25,460 | $3.0M | Add +20.2% |
| LOW Lowe's Cos Inc. | 2.15% | 11,958 | $3.0M | Reduce -23.9% |
| SMIN iShares MSCI India Small-Cap | 2.11% | 37,810 | $2.9M | Add +11.4% |
| CVX Chevron Corp. | 1.95% | 18,466 | $2.7M | Reduce -2.6% |
| AMZN Amazon.com Inc. | 1.86% | 11,649 | $2.6M | New |
| AMAT Applied Materials Inc. | 1.81% | 15,285 | $2.5M | Add +1.7% |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 1.81% | 40,412 | $2.5M | Reduce -1.1% |
| AES AES Corp. | 1.73% | 184,566 | $2.4M | New |
| DDOG Datadog Inc. Class A | 1.72% | 16,488 | $2.4M | Reduce -9.7% |
| TGT Target Corp. | 1.66% | 16,804 | $2.3M | New |
| KNSL Kinsale Capital Group Inc. | 1.55% | 4,557 | $2.1M | Reduce -0.1% |
| DG Dollar General Corp. | 1.47% | 26,617 | $2.0M | New |
| ENPH Enphase Energy Inc. | 1.46% | 29,169 | $2.0M | Add +58.6% |
| PLD Prologis Inc. | 1.45% | 18,794 | $2.0M | Add +25.6% |
| PINS Pinterest Inc. Class A | 1.36% | 64,222 | $1.9M | Add +102.2% |
| MTH Meritage Homes Corp. | 1.33% | 11,874 | $1.8M | Reduce -25.7% |
| TESLA INC | 1.24% | 4,202 | $1.7M | New |
| ROK Rockwell Automation Inc. | 0.97% | 4,660 | $1.3M | No change |
| PGNY Progyny Inc. | 0.80% | 63,509 | $1.1M | Add +100.7% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.80% | 3,200 | $1.1M | Add +6.4% |
| SHV iShares 0-1 Year Treasury Bo | 0.78% | 9,655 | $1.1M | Reduce -6.9% |
| GRAB Grab Holdings Ltd. Class A | 0.68% | 198,527 | $937K | New |
| WMT Walmart Inc. | 0.66% | 9,965 | $900K | Reduce -8.6% |
| PUBM Pubmatic Inc. Class A | 0.61% | 56,690 | $833K | Add +17.0% |
| UNP Union Pacific Corp. | 0.45% | 2,712 | $618K | No change |
| SHEL Shell PLC-ADR | 0.36% | 7,901 | $495K | Reduce -4.5% |
| RXT Rackspace Technology Inc. | 0.32% | 3,822 | $442K | New |
| MGA Magna International Inc. | 0.24% | 7,712 | $322K | Reduce -90.3% |
| CAT Caterpillar Inc. | 0.20% | 770 | $279K | Add +3.5% |
| INDA iShares MSCI India ETF | 0.20% | 5,271 | $277K | Reduce -31.1% |
| CARR Carrier Global Corp. | 0.19% | 3,752 | $256K | No change |
| NUE Nucor Corp. | 0.17% | 1,974 | $230K | No change |
| HON Honeywell International Inc. | 0.15% | 939 | $212K | Reduce -10.4% |
| ALTM Arcadium Lithium PLC | 0.15% | 40,598 | $208K | Reduce -93.3% |
| SWKS Skyworks Solutions Inc. | 0.15% | 2,264 | $201K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| MGA Magna International Inc. | Reduce -90.3% | 0.24% | −2.09 |
| TSLA Tesla Inc. | Sold out | 0.00% | −2.08 |
| DE Deere & Co. | Reduce -47.1% | 2.19% | −1.77 |
| ALTM Arcadium Lithium PLC | Reduce -93.3% | 0.15% | −1.07 |
| AAPL Apple Inc. | Reduce -35.5% | 2.63% | −1.06 |
| MTH Meritage Homes Corp. | Reduce -25.7% | 1.33% | −0.99 |
| LOW Lowe's Cos Inc. | Reduce -23.9% | 2.15% | −0.86 |
| URI United Rentals Inc. | Reduce -8.6% | 3.34% | −0.74 |
| MSFT Microsoft Corp. | Reduce -25.1% | 2.26% | −0.73 |
| LUV Southwest Airlines Co. | Reduce -30.2% | 2.70% | −0.61 |
| DIS The Walt Disney Co. | Reduce -29.8% | 2.56% | −0.50 |
| RTX RTX Corp. | Sold out | 0.00% | −0.33 |
| PFE Pfizer Inc. | Sold out | 0.00% | −0.22 |
| CVS CVS Health Corp. | Sold out | 0.00% | −0.21 |
| KR Kroger Co. | Sold out | 0.00% | −0.19 |
| GM General Motors Co. | Sold out | 0.00% | −0.17 |
| NEM Newmont Corp. | Sold out | 0.00% | −0.15 |
| RS Reliance Inc. | Sold out | 0.00% | −0.15 |
| BCX BlackRock Resources & Commod | Sold out | 0.00% | −0.14 |
| INDA iShares MSCI India ETF | Reduce -31.1% | 0.20% | −0.11 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -4.3% | 3.65% | −0.11 |
| TMUS T-Mobile US Inc. | Reduce -11.5% | 2.33% | −0.06 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -6.9% | 0.78% | −0.04 |
| CVX Chevron Corp. | Reduce -2.6% | 1.95% | −0.03 |
| SHEL Shell PLC-ADR | Reduce -4.5% | 0.36% | −0.03 |
| TTD Trade Desk Inc./the Class A | Reduce -10.4% | 2.26% | −0.03 |
| HON Honeywell International Inc. | Reduce -10.4% | 0.15% | +0.00 |
| WMT Walmart Inc. | Reduce -8.6% | 0.66% | +0.03 |
| KNSL Kinsale Capital Group Inc. | Reduce -0.1% | 1.55% | +0.04 |
| DDOG Datadog Inc. Class A | Reduce -9.7% | 1.72% | +0.23 |
| P Everpure Inc. Class A | Reduce -1.1% | 1.81% | +0.36 |
| GOOG Alphabet Inc. Class C | Reduce -3.7% | 3.54% | +0.40 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -2.5% | 3.65% | +0.45 |
Portfolio Buys Q3 2024 → Q4 2024
| USFR Wisdomtree Floating Rate Tre | Add +30.1% | 9.22% | +2.35 |
| AMZN Amazon.com Inc. | New | 1.86% | +1.86 |
| AES AES Corp. | New | 1.73% | +1.73 |
| TGT Target Corp. | New | 1.66% | +1.66 |
| DG Dollar General Corp. | New | 1.47% | +1.47 |
| TESLA INC | New | 1.24% | +1.24 |
| LULU Lululemon Athletica Inc. | Add +6.3% | 3.17% | +1.11 |
| ALB Albemarle Corp. | Add +50.5% | 2.45% | +0.71 |
| GRAB Grab Holdings Ltd. Class A | New | 0.68% | +0.68 |
| PINS Pinterest Inc. Class A | Add +102.2% | 1.36% | +0.63 |
| EPI Wisdomtree India Earnings | Add +22.4% | 4.02% | +0.46 |
| PGNY Progyny Inc. | Add +100.7% | 0.80% | +0.42 |
| RXT Rackspace Technology Inc. | New | 0.32% | +0.32 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +6.4% | 0.80% | +0.20 |
| PLD Prologis Inc. | Add +25.6% | 1.45% | +0.11 |
| PUBM Pubmatic Inc. Class A | Add +17.0% | 0.61% | +0.10 |
| ARE Alexandria Real Estate Equit | Add +21.4% | 2.96% | +0.08 |
| GPC Genuine Parts Co. | Add +20.2% | 2.17% | +0.07 |
| SMIN iShares MSCI India Small-Cap | Add +11.4% | 2.11% | +0.04 |
| CAT Caterpillar Inc. | Add +3.5% | 0.20% | −0.00 |
| ENPH Enphase Energy Inc. | Add +58.6% | 1.46% | −0.01 |
| AMGN Amgen Inc. | Add +6.8% | 2.43% | −0.30 |
| AMAT Applied Materials Inc. | Add +1.7% | 1.81% | −0.34 |
| FSLR First Solar Inc. | Add +15.2% | 2.22% | −0.43 |
| FREEPORT MCMORAN INC | Add +7.0% | 2.80% | −0.53 |
| TECK Teck Resources Ltd.-CLS B | Add +1.3% | 2.90% | −0.68 |
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 |