Leibman Financial Services, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 9, 2025), Leibman Financial Services, Inc. reported 49 stock positions worth $130.1 million. Its top holding was Wisdomtree Floating Rate Tre (USFR) at 7.6% of the portfolio, followed by Wisdomtree India Earnings (EPI, 4.6%) and Taiwan Semiconductor-SP ADR (TSM, 3.7%). Compared with Q1 2025, it opened 5 new positions, sold out of 9, added to 20 and reduced 23. The biggest buy was a new position in Avantis Intl S/C Value ETF (AVDV) and the biggest sale Wisdomtree Floating Rate Tre (USFR, shares −33%).
- Most Recent 13F
- Q2 2026
- Location
- LOUISVILLE, NE
- CIK
- 0002006661
- Portfolio Value
- $130.1M (Q2 2025)
- SEC Filing
- 0002006661-25-000007 ↗ filed Jul 9, 2025
Holdings Value
Holdings 49 stocks · $130.1M
| USFR Wisdomtree Floating Rate Tre | 7.58% | 195,937 | $9.9M | Reduce -32.7% |
| EPI Wisdomtree India Earnings | 4.62% | 126,595 | $6.0M | Add +1.0% |
| TSM Taiwan Semiconductor-SP ADR | 3.73% | 21,411 | $4.8M | Reduce -13.9% |
| FSLR First Solar Inc. | 3.50% | 27,476 | $4.5M | Add +38.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.37% | 9,017 | $4.4M | Reduce -15.7% |
| AMZN Amazon.com Inc. | 3.23% | 19,156 | $4.2M | Add +61.7% |
| FCX Freeport-McMoran Inc. | 3.22% | 96,545 | $4.2M | Reduce -8.1% |
| URI United Rentals Inc. | 3.13% | 5,410 | $4.1M | Reduce -18.1% |
| AVDV Avantis Intl S/C Value ETF | 3.05% | 50,115 | $4.0M | New |
| GOOG Alphabet Inc. Class C | 3.01% | 22,055 | $3.9M | Reduce -11.0% |
| TECK Teck Resources Ltd.-CLS B | 2.98% | 96,095 | $3.9M | Reduce -3.0% |
| SMIN iShares MSCI India Small-Cap | 2.94% | 49,555 | $3.8M | Add +6.5% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 2.64% | 47,757 | $3.4M | Add +18.4% |
| TMUS T-Mobile US Inc. | 2.64% | 14,403 | $3.4M | Add +0.1% |
| STRL Sterling Infrastructure Inc. | 2.57% | 14,476 | $3.3M | New |
| AES AES Corp. | 2.52% | 311,712 | $3.3M | Add +1.8% |
| ARE Alexandria Real Estate Equit | 2.48% | 44,503 | $3.2M | Add +5.4% |
| DG Dollar General Corp. | 2.48% | 28,174 | $3.2M | Add +2.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 2.40% | 25,207 | $3.1M | Reduce -19.5% |
| MSFT Microsoft Corp. | 2.38% | 6,214 | $3.1M | Reduce -15.4% |
| AMGN Amgen Inc. | 2.36% | 10,975 | $3.1M | Reduce -12.0% |
| ALB Albemarle Corp. | 2.35% | 48,871 | $3.1M | Add +14.6% |
| GPC Genuine Parts Co. | 2.33% | 25,008 | $3.0M | Reduce -2.5% |
| LULU Lululemon Athletica Inc. | 2.14% | 11,716 | $2.8M | Add +3.7% |
| AAPL Apple Inc. | 2.06% | 13,061 | $2.7M | Reduce -9.1% |
| AMAT Applied Materials Inc. | 2.05% | 14,580 | $2.7M | Reduce -4.9% |
| DDOG Datadog Inc. Class A | 1.90% | 18,374 | $2.5M | Add +9.8% |
| CMG Chipotle Mexican Grill Inc. | 1.85% | 42,963 | $2.4M | New |
| LOW Lowe's Cos Inc. | 1.75% | 10,279 | $2.3M | Reduce -13.9% |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 1.70% | 38,377 | $2.2M | Reduce -0.1% |
| KNSL Kinsale Capital Group Inc. | 1.67% | 4,484 | $2.2M | Reduce -3.6% |
| PLD Prologis Inc. | 1.57% | 19,460 | $2.0M | Add +3.6% |
| PINS Pinterest Inc. Class A | 1.51% | 54,914 | $2.0M | Add +4.7% |
| TGT Target Corp. | 1.35% | 17,762 | $1.8M | Add +5.1% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.26% | 3,215 | $1.6M | Add +2.6% |
| CASY Casey's General Stores Inc. | 1.01% | 2,579 | $1.3M | New |
| PUBM Pubmatic Inc. Class A | 1.00% | 104,683 | $1.3M | Add +65.7% |
| ENPH Enphase Energy Inc. | 0.93% | 30,457 | $1.2M | Add +3.3% |
| GRAB Grab Holdings Ltd. Class A | 0.86% | 221,743 | $1.1M | Add +9.8% |
| CAVA Cava Group Inc. | 0.79% | 12,229 | $1.0M | New |
| PGNY Progyny Inc. | 0.78% | 45,946 | $1.0M | Add +1.1% |
| SHV iShares 0-1 Year Treasury Bo | 0.62% | 7,312 | $807K | Reduce -24.3% |
| DE Deere & Co. | 0.44% | 1,128 | $574K | Reduce -83.5% |
| TSLA Tesla Inc. | 0.33% | 1,369 | $435K | Reduce -17.1% |
| INDA iShares MSCI India ETF | 0.21% | 4,886 | $272K | Reduce -7.3% |
| WMT Walmart Inc. | 0.19% | 2,559 | $250K | Reduce -67.9% |
| RS Reliance Inc. | 0.17% | 719 | $226K | No change |
| UNP Union Pacific Corp. | 0.17% | 960 | $221K | Reduce -64.6% |
| SHEL Shell PLC-ADR | 0.16% | 2,983 | $210K | Reduce -62.1% |
Portfolio Sells Q1 2025 → Q2 2025
| USFR Wisdomtree Floating Rate Tre | Reduce -32.7% | 7.58% | −3.81 |
| CVX Chevron Corp. | Sold out | 0.00% | −2.55 |
| DE Deere & Co. | Reduce -83.5% | 0.44% | −2.06 |
| MTH Meritage Homes Corp. | Sold out | 0.00% | −1.32 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -15.7% | 3.37% | −1.06 |
| ROK Rockwell Automation Inc. | Sold out | 0.00% | −0.94 |
| AMGN Amgen Inc. | Reduce -12.0% | 2.36% | −0.66 |
| AAPL Apple Inc. | Reduce -9.1% | 2.06% | −0.42 |
| LOW Lowe's Cos Inc. | Reduce -13.9% | 1.75% | −0.41 |
| RTX CORPORATION | Sold out | 0.00% | −0.39 |
| LUV Southwest Airlines Co. | Sold out | 0.00% | −0.36 |
| WMT Walmart Inc. | Reduce -67.9% | 0.19% | −0.35 |
| UNP Union Pacific Corp. | Reduce -64.6% | 0.17% | −0.33 |
| SHEL Shell PLC-ADR | Reduce -62.1% | 0.16% | −0.29 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -24.3% | 0.62% | −0.21 |
| CAT Caterpillar Inc. | Sold out | 0.00% | −0.19 |
| CARR Carrier Global Corp. | Sold out | 0.00% | −0.18 |
| NUE Nucor Corp. | Sold out | 0.00% | −0.18 |
| MGA Magna International Inc. | Sold out | 0.00% | −0.16 |
| KNSL Kinsale Capital Group Inc. | Reduce -3.6% | 1.67% | −0.09 |
| URI United Rentals Inc. | Reduce -18.1% | 3.13% | −0.08 |
| GPC Genuine Parts Co. | Reduce -2.5% | 2.33% | −0.04 |
| INDA iShares MSCI India ETF | Reduce -7.3% | 0.21% | −0.00 |
| GOOG Alphabet Inc. Class C | Reduce -11.0% | 3.01% | −0.00 |
| DIS The Walt Disney Co. | Reduce -19.5% | 2.40% | +0.00 |
| TSLA Tesla Inc. | Reduce -17.1% | 0.33% | +0.00 |
| FCX Freeport-McMoran Inc. | Reduce -8.1% | 3.22% | +0.12 |
| TECK Teck Resources Ltd.-CLS B | Reduce -3.0% | 2.98% | +0.18 |
| MSFT Microsoft Corp. | Reduce -15.4% | 2.38% | +0.23 |
| AMAT Applied Materials Inc. | Reduce -4.9% | 2.05% | +0.32 |
| P Everpure Inc. Class A | Reduce -0.1% | 1.70% | +0.38 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -13.9% | 3.73% | +0.52 |
Portfolio Buys Q1 2025 → Q2 2025
| AVDV Avantis Intl S/C Value ETF | New | 3.05% | +3.05 |
| STRL Sterling Infrastructure Inc. | New | 2.57% | +2.57 |
| CMG Chipotle Mexican Grill Inc. | New | 1.85% | +1.85 |
| FSLR First Solar Inc. | Add +38.8% | 3.50% | +1.55 |
| AMZN Amazon.com Inc. | Add +61.7% | 3.23% | +1.48 |
| CASY Casey's General Stores Inc. | New | 1.01% | +1.01 |
| TTD Trade Desk Inc./the Class A | Add +18.4% | 2.64% | +0.93 |
| CAVA Cava Group Inc. | New | 0.79% | +0.79 |
| DDOG Datadog Inc. Class A | Add +9.8% | 1.90% | +0.61 |
| DG Dollar General Corp. | Add +2.8% | 2.48% | +0.60 |
| PUBM Pubmatic Inc. Class A | Add +65.7% | 1.00% | +0.55 |
| SMIN iShares MSCI India Small-Cap | Add +6.5% | 2.94% | +0.48 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +2.6% | 1.26% | +0.40 |
| EPI Wisdomtree India Earnings | Add +1.0% | 4.62% | +0.36 |
| PINS Pinterest Inc. Class A | Add +4.7% | 1.51% | +0.25 |
| GRAB Grab Holdings Ltd. Class A | Add +9.8% | 0.86% | +0.15 |
| PGNY Progyny Inc. | Add +1.1% | 0.78% | −0.01 |
| TGT Target Corp. | Add +5.1% | 1.35% | −0.02 |
| ALB Albemarle Corp. | Add +14.6% | 2.35% | −0.03 |
| PLD Prologis Inc. | Add +3.6% | 1.57% | −0.06 |
| TMUS T-Mobile US Inc. | Add +0.1% | 2.64% | −0.34 |
| LULU Lululemon Athletica Inc. | Add +3.7% | 2.14% | −0.35 |
| AES AES Corp. | Add +1.8% | 2.52% | −0.44 |
| ENPH Enphase Energy Inc. | Add +3.3% | 0.93% | −0.49 |
| ARE Alexandria Real Estate Equit | Add +5.4% | 2.48% | −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 |