Leibman Financial Services, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 9, 2025), Leibman Financial Services, Inc. reported 53 stock positions worth $128.6 million. Its top holding was Wisdomtree Floating Rate Tre (USFR) at 11.4% of the portfolio, followed by Berkshire Hathaway Class B (BRK.B, 4.4%) and Wisdomtree India Earnings (EPI, 4.3%). Compared with Q4 2024, it opened 4 new positions, sold out of 6, added to 23 and reduced 20. The biggest buy was a new position in Freeport-McMoran (FCX) and the biggest sale an exit from Freeport McMoran.
- Most Recent 13F
- Q2 2026
- Location
- LOUISVILLE, NE
- CIK
- 0002006661
- Portfolio Value
- $128.6M (Q1 2025)
- SEC Filing
- 0002006661-25-000006 ↗ filed Apr 9, 2025
Holdings Value
Holdings 53 stocks · $128.6M
| USFR Wisdomtree Floating Rate Tre | 11.39% | 291,160 | $14.7M | Add +15.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 4.43% | 10,701 | $5.7M | Reduce -3.1% |
| EPI Wisdomtree India Earnings | 4.26% | 125,352 | $5.5M | Add +2.9% |
| URI United Rentals Inc. | 3.22% | 6,603 | $4.1M | Add +1.5% |
| TSM Taiwan Semiconductor-SP ADR | 3.21% | 24,875 | $4.1M | Reduce -1.9% |
| FCX Freeport-McMoran Inc. | 3.09% | 105,097 | $4.0M | New |
| ARE Alexandria Real Estate Equit | 3.04% | 42,231 | $3.9M | Add +1.6% |
| AMGN Amgen Inc. | 3.02% | 12,470 | $3.9M | Reduce -2.6% |
| GOOG Alphabet Inc. Class C | 3.01% | 24,778 | $3.9M | Reduce -2.6% |
| TMUS T-Mobile US Inc. | 2.98% | 14,381 | $3.8M | Reduce -0.6% |
| AES AES Corp. | 2.96% | 306,246 | $3.8M | Add +65.9% |
| TECK Teck Resources Ltd.-CLS B | 2.81% | 99,091 | $3.6M | Add +1.1% |
| CVX Chevron Corp. | 2.55% | 19,573 | $3.3M | Add +6.0% |
| DE Deere & Co. | 2.50% | 6,849 | $3.2M | Reduce -3.4% |
| LULU Lululemon Athletica Inc. | 2.49% | 11,296 | $3.2M | Reduce -0.4% |
| AAPL Apple Inc. | 2.48% | 14,372 | $3.2M | Reduce -0.3% |
| SMIN iShares MSCI India Small-Cap | 2.46% | 46,552 | $3.2M | Add +23.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 2.40% | 31,317 | $3.1M | Reduce -0.7% |
| ALB Albemarle Corp. | 2.39% | 42,634 | $3.1M | Add +9.4% |
| GPC Genuine Parts Co. | 2.38% | 25,648 | $3.1M | Add +0.7% |
| LOW Lowe's Cos Inc. | 2.16% | 11,941 | $2.8M | Reduce -0.1% |
| MSFT Microsoft Corp. | 2.14% | 7,347 | $2.8M | Add +0.0% |
| FSLR First Solar Inc. | 1.95% | 19,797 | $2.5M | Add +14.9% |
| DG Dollar General Corp. | 1.87% | 27,412 | $2.4M | Add +3.0% |
| KNSL Kinsale Capital Group Inc. | 1.76% | 4,651 | $2.3M | Add +2.1% |
| AMZN Amazon.com Inc. | 1.75% | 11,847 | $2.3M | Add +1.7% |
| AMAT Applied Materials Inc. | 1.73% | 15,327 | $2.2M | Add +0.3% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 1.72% | 40,332 | $2.2M | Add +52.8% |
| PLD Prologis Inc. | 1.63% | 18,782 | $2.1M | Reduce -0.1% |
| ENPH Enphase Energy Inc. | 1.42% | 29,474 | $1.8M | Add +1.1% |
| TGT Target Corp. | 1.37% | 16,898 | $1.8M | Add +0.6% |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 1.32% | 38,410 | $1.7M | Reduce -5.0% |
| MTH Meritage Homes Corp. | 1.32% | 23,905 | $1.7M | Add +0.7% |
| DDOG Datadog Inc. Class A | 1.29% | 16,735 | $1.7M | Add +1.5% |
| PINS Pinterest Inc. Class A | 1.26% | 52,439 | $1.6M | Reduce -18.4% |
| ROK Rockwell Automation Inc. | 0.94% | 4,660 | $1.2M | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.86% | 3,134 | $1.1M | Reduce -2.1% |
| SHV iShares 0-1 Year Treasury Bo | 0.83% | 9,655 | $1.1M | No change |
| PGNY Progyny Inc. | 0.79% | 45,433 | $1.0M | Reduce -28.5% |
| GRAB Grab Holdings Ltd. Class A | 0.71% | 201,858 | $914K | Add +1.7% |
| WMT Walmart Inc. | 0.54% | 7,978 | $700K | Reduce -19.9% |
| UNP Union Pacific Corp. | 0.50% | 2,712 | $641K | No change |
| PUBM Pubmatic Inc. Class A | 0.45% | 63,184 | $577K | Add +11.5% |
| SHEL Shell PLC-ADR | 0.45% | 7,880 | $577K | Reduce -0.3% |
| RTX CORPORATION | 0.39% | 3,822 | $506K | New |
| LUV Southwest Airlines Co. | 0.36% | 13,843 | $465K | Reduce -87.4% |
| TSLA Tesla Inc. | 0.33% | 1,651 | $428K | New |
| INDA iShares MSCI India ETF | 0.21% | 5,271 | $271K | No change |
| CAT Caterpillar Inc. | 0.19% | 751 | $248K | Reduce -2.5% |
| CARR Carrier Global Corp. | 0.18% | 3,752 | $238K | No change |
| NUE Nucor Corp. | 0.18% | 1,974 | $238K | No change |
| MGA Magna International Inc. | 0.16% | 6,241 | $212K | Reduce -19.1% |
| RS Reliance Inc. | 0.16% | 719 | $208K | New |
Portfolio Sells Q4 2024 → Q1 2025
| FREEPORT MCMORAN INC | Sold out | 0.00% | −2.80 |
| LUV Southwest Airlines Co. | Reduce -87.4% | 0.36% | −2.33 |
| TESLA INC | Sold out | 0.00% | −1.24 |
| LULU Lululemon Athletica Inc. | Reduce -0.4% | 2.49% | −0.68 |
| GOOG Alphabet Inc. Class C | Reduce -2.6% | 3.01% | −0.53 |
| P Everpure Inc. Class A | Reduce -5.0% | 1.32% | −0.49 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -1.9% | 3.21% | −0.44 |
| RXT Rackspace Technology Inc. | Sold out | 0.00% | −0.32 |
| DIS The Walt Disney Co. | Reduce -0.7% | 2.40% | −0.16 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.15 |
| AAPL Apple Inc. | Reduce -0.3% | 2.48% | −0.15 |
| ALTM Arcadium Lithium PLC | Sold out | 0.00% | −0.15 |
| SWKS Skyworks Solutions Inc. | Sold out | 0.00% | −0.15 |
| WMT Walmart Inc. | Reduce -19.9% | 0.54% | −0.11 |
| PINS Pinterest Inc. Class A | Reduce -18.4% | 1.26% | −0.10 |
| MGA Magna International Inc. | Reduce -19.1% | 0.16% | −0.07 |
| CAT Caterpillar Inc. | Reduce -2.5% | 0.19% | −0.01 |
| PGNY Progyny Inc. | Reduce -28.5% | 0.79% | −0.01 |
| LOW Lowe's Cos Inc. | Reduce -0.1% | 2.16% | +0.01 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -2.1% | 0.86% | +0.06 |
| SHEL Shell PLC-ADR | Reduce -0.3% | 0.45% | +0.09 |
| PLD Prologis Inc. | Reduce -0.1% | 1.63% | +0.18 |
| DE Deere & Co. | Reduce -3.4% | 2.50% | +0.31 |
| AMGN Amgen Inc. | Reduce -2.6% | 3.02% | +0.59 |
| TMUS T-Mobile US Inc. | Reduce -0.6% | 2.98% | +0.65 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.1% | 4.43% | +0.78 |
Portfolio Buys Q4 2024 → Q1 2025
| FCX Freeport-McMoran Inc. | New | 3.09% | +3.09 |
| USFR Wisdomtree Floating Rate Tre | Add +15.9% | 11.39% | +2.17 |
| AES AES Corp. | Add +65.9% | 2.96% | +1.22 |
| CVX Chevron Corp. | Add +6.0% | 2.55% | +0.59 |
| DG Dollar General Corp. | Add +3.0% | 1.87% | +0.40 |
| RTX CORPORATION | New | 0.39% | +0.39 |
| SMIN iShares MSCI India Small-Cap | Add +23.1% | 2.46% | +0.35 |
| TSLA Tesla Inc. | New | 0.33% | +0.33 |
| EPI Wisdomtree India Earnings | Add +2.9% | 4.26% | +0.24 |
| KNSL Kinsale Capital Group Inc. | Add +2.1% | 1.76% | +0.21 |
| GPC Genuine Parts Co. | Add +0.7% | 2.38% | +0.21 |
| RS Reliance Inc. | New | 0.16% | +0.16 |
| ARE Alexandria Real Estate Equit | Add +1.6% | 3.04% | +0.08 |
| GRAB Grab Holdings Ltd. Class A | Add +1.7% | 0.71% | +0.03 |
| MTH Meritage Homes Corp. | Add +0.7% | 1.32% | −0.02 |
| ENPH Enphase Energy Inc. | Add +1.1% | 1.42% | −0.04 |
| ALB Albemarle Corp. | Add +9.4% | 2.39% | −0.06 |
| AMAT Applied Materials Inc. | Add +0.3% | 1.73% | −0.08 |
| TECK Teck Resources Ltd.-CLS B | Add +1.1% | 2.81% | −0.09 |
| AMZN Amazon.com Inc. | Add +1.7% | 1.75% | −0.11 |
| MSFT Microsoft Corp. | Add +0.0% | 2.14% | −0.11 |
| URI United Rentals Inc. | Add +1.5% | 3.22% | −0.13 |
| PUBM Pubmatic Inc. Class A | Add +11.5% | 0.45% | −0.16 |
| FSLR First Solar Inc. | Add +14.9% | 1.95% | −0.27 |
| TGT Target Corp. | Add +0.6% | 1.37% | −0.29 |
| DDOG Datadog Inc. Class A | Add +1.5% | 1.29% | −0.43 |
| TTD Trade Desk Inc./the Class A | Add +52.8% | 1.72% | −0.55 |
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 |