Leibman Financial Services, Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 20, 2025), Leibman Financial Services, Inc. reported 48 stock positions worth $131.7 million. Its top holding was Wisdomtree Floating Rate Tre (USFR) at 12.6% of the portfolio, followed by iShares MSCI India ETF (INDA, 4.3%) and Avantis Intl S/C Value ETF (AVDV, 4.1%). Compared with Q2 2025, it opened 4 new positions, sold out of 5, added to 18 and reduced 25. The biggest buy was Wisdomtree Floating Rate Tre (USFR, shares +69%) and the biggest sale an exit from Wisdomtree India Earnings (EPI).
- Most Recent 13F
- Q2 2026
- Location
- LOUISVILLE, NE
- CIK
- 0002006661
- Portfolio Value
- $131.7M (Q3 2025)
- SEC Filing
- 0002006661-25-000010 ↗ filed Oct 20, 2025
Holdings Value
Holdings 48 stocks · $131.7M
| USFR Wisdomtree Floating Rate Tre | 12.64% | 331,165 | $16.6M | Add +69.0% |
| INDA iShares MSCI India ETF | 4.30% | 128,100 | $5.7M | Add +2521.8% |
| AVDV Avantis Intl S/C Value ETF | 4.06% | 60,074 | $5.3M | Add +19.9% |
| ARE Alexandria Real Estate Equit | 3.55% | 56,128 | $4.7M | Add +26.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.45% | 9,044 | $4.5M | Add +0.3% |
| URI United Rentals Inc. | 3.43% | 4,725 | $4.5M | Reduce -12.7% |
| TSM Taiwan Semiconductor-SP ADR | 3.37% | 15,872 | $4.4M | Reduce -25.9% |
| STRL Sterling Infrastructure Inc. | 3.30% | 12,801 | $4.3M | Reduce -11.6% |
| AAPL Apple Inc. | 3.17% | 16,401 | $4.2M | Add +25.6% |
| TECK Teck Resources Ltd.-CLS B | 3.11% | 93,407 | $4.1M | Reduce -2.8% |
| AMZN Amazon.com Inc. | 3.07% | 18,406 | $4.0M | Reduce -3.9% |
| LULU Lululemon Athletica Inc. | 3.00% | 22,238 | $4.0M | Add +89.8% |
| AES AES Corp. | 2.71% | 270,857 | $3.6M | Reduce -13.1% |
| GOOG Alphabet Inc. Class C | 2.67% | 14,462 | $3.5M | Reduce -34.4% |
| TMUS T-Mobile US Inc. | 2.66% | 14,647 | $3.5M | Add +1.7% |
| FCX Freeport-McMoran Inc. | 2.56% | 85,900 | $3.4M | Reduce -11.0% |
| SMIN iShares MSCI India Small-Cap | 2.54% | 46,618 | $3.3M | Reduce -5.9% |
| AMGN Amgen Inc. | 2.39% | 11,140 | $3.1M | Add +1.5% |
| FSLR First Solar Inc. | 2.30% | 13,736 | $3.0M | Reduce -50.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 2.25% | 25,935 | $3.0M | Add +2.9% |
| ALB Albemarle Corp. | 1.99% | 32,364 | $2.6M | Reduce -33.8% |
| AMAT Applied Materials Inc. | 1.91% | 12,303 | $2.5M | Reduce -15.6% |
| LOW Lowe's Cos Inc. | 1.86% | 9,725 | $2.4M | Reduce -5.4% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 1.71% | 45,975 | $2.3M | Reduce -3.7% |
| PLD Prologis Inc. | 1.66% | 19,107 | $2.2M | Reduce -1.8% |
| KNSL Kinsale Capital Group Inc. | 1.45% | 4,496 | $1.9M | Add +0.3% |
| PINS Pinterest Inc. Class A | 1.41% | 57,715 | $1.9M | Add +5.1% |
| CMG Chipotle Mexican Grill Inc. | 1.33% | 44,835 | $1.8M | Add +4.4% |
| TGT Target Corp. | 1.30% | 19,130 | $1.7M | Add +7.7% |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 1.21% | 18,952 | $1.6M | Reduce -50.6% |
| MSFT Microsoft Corp. | 1.19% | 3,033 | $1.6M | Reduce -51.2% |
| CAVA Cava Group Inc. | 1.17% | 25,612 | $1.5M | Add +109.4% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.16% | 3,111 | $1.5M | Reduce -3.2% |
| CASY Casey's General Stores Inc. | 1.08% | 2,516 | $1.4M | Reduce -2.4% |
| GRAB Grab Holdings Ltd. Class A | 1.02% | 223,884 | $1.3M | Add +1.0% |
| NXT Nextpower Inc. filed as NEXTRACKER INC | 0.98% | 17,470 | $1.3M | New |
| DDOG Datadog Inc. Class A | 0.93% | 8,641 | $1.2M | Reduce -53.0% |
| SE Sea Ltd.-ADR | 0.93% | 6,840 | $1.2M | New |
| CPNG Coupang Inc. | 0.87% | 35,565 | $1.1M | New |
| ENPH Enphase Energy Inc. | 0.82% | 30,615 | $1.1M | Add +0.5% |
| PGNY Progyny Inc. | 0.75% | 45,907 | $988K | Reduce -0.1% |
| MELI MercadoLibre Inc. | 0.74% | 419 | $979K | New |
| PUBM Pubmatic Inc. Class A | 0.66% | 104,824 | $868K | Add +0.1% |
| SHV iShares 0-1 Year Treasury Bo | 0.49% | 5,890 | $651K | Reduce -19.4% |
| DE Deere & Co. | 0.31% | 902 | $412K | Reduce -20.0% |
| UNP Union Pacific Corp. | 0.17% | 960 | $227K | No change |
| TSLA Tesla Inc. | 0.16% | 488 | $217K | Reduce -64.3% |
| SHEL Shell PLC-ADR | 0.15% | 2,844 | $203K | Reduce -4.7% |
Portfolio Sells Q2 2025 → Q3 2025
| EPI Wisdomtree India Earnings | Sold out | 0.00% | −4.62 |
| DG Dollar General Corp. | Sold out | 0.00% | −2.48 |
| GPC Genuine Parts Co. | Sold out | 0.00% | −2.33 |
| FSLR First Solar Inc. | Reduce -50.0% | 2.30% | −1.20 |
| MSFT Microsoft Corp. | Reduce -51.2% | 1.19% | −1.18 |
| DDOG Datadog Inc. Class A | Reduce -53.0% | 0.93% | −0.96 |
| TTD Trade Desk Inc./the Class A | Reduce -3.7% | 1.71% | −0.93 |
| FCX Freeport-McMoran Inc. | Reduce -11.0% | 2.56% | −0.66 |
| P Everpure Inc. Class A | Reduce -50.6% | 1.21% | −0.49 |
| SMIN iShares MSCI India Small-Cap | Reduce -5.9% | 2.54% | −0.40 |
| ALB Albemarle Corp. | Reduce -33.8% | 1.99% | −0.36 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -25.9% | 3.37% | −0.36 |
| GOOG Alphabet Inc. Class C | Reduce -34.4% | 2.67% | −0.33 |
| WMT Walmart Inc. | Sold out | 0.00% | −0.19 |
| RS Reliance Inc. | Sold out | 0.00% | −0.17 |
| TSLA Tesla Inc. | Reduce -64.3% | 0.16% | −0.17 |
| AMZN Amazon.com Inc. | Reduce -3.9% | 3.07% | −0.16 |
| AMAT Applied Materials Inc. | Reduce -15.6% | 1.91% | −0.14 |
| DE Deere & Co. | Reduce -20.0% | 0.31% | −0.13 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -19.4% | 0.49% | −0.13 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -3.2% | 1.16% | −0.10 |
| PGNY Progyny Inc. | Reduce -0.1% | 0.75% | −0.03 |
| SHEL Shell PLC-ADR | Reduce -4.7% | 0.15% | −0.01 |
| CASY Casey's General Stores Inc. | Reduce -2.4% | 1.08% | +0.07 |
| PLD Prologis Inc. | Reduce -1.8% | 1.66% | +0.09 |
| LOW Lowe's Cos Inc. | Reduce -5.4% | 1.86% | +0.10 |
| TECK Teck Resources Ltd.-CLS B | Reduce -2.8% | 3.11% | +0.13 |
| AES AES Corp. | Reduce -13.1% | 2.71% | +0.19 |
| URI United Rentals Inc. | Reduce -12.7% | 3.43% | +0.29 |
| STRL Sterling Infrastructure Inc. | Reduce -11.6% | 3.30% | +0.73 |
Portfolio Buys Q2 2025 → Q3 2025
| USFR Wisdomtree Floating Rate Tre | Add +69.0% | 12.64% | +5.06 |
| INDA iShares MSCI India ETF | Add +2521.8% | 4.30% | +4.09 |
| AAPL Apple Inc. | Add +25.6% | 3.17% | +1.11 |
| ARE Alexandria Real Estate Equit | Add +26.1% | 3.55% | +1.07 |
| AVDV Avantis Intl S/C Value ETF | Add +19.9% | 4.06% | +1.01 |
| NXT Nextpower Inc. | New | 0.98% | +0.98 |
| SE Sea Ltd.-ADR | New | 0.93% | +0.93 |
| CPNG Coupang Inc. | New | 0.87% | +0.87 |
| LULU Lululemon Athletica Inc. | Add +89.8% | 3.00% | +0.86 |
| MELI MercadoLibre Inc. | New | 0.74% | +0.74 |
| CAVA Cava Group Inc. | Add +109.4% | 1.17% | +0.38 |
| GRAB Grab Holdings Ltd. Class A | Add +1.0% | 1.02% | +0.17 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.3% | 3.45% | +0.09 |
| AMGN Amgen Inc. | Add +1.5% | 2.39% | +0.03 |
| TMUS T-Mobile US Inc. | Add +1.7% | 2.66% | +0.02 |
| TGT Target Corp. | Add +7.7% | 1.30% | −0.04 |
| PINS Pinterest Inc. Class A | Add +5.1% | 1.41% | −0.10 |
| ENPH Enphase Energy Inc. | Add +0.5% | 0.82% | −0.11 |
| DIS The Walt Disney Co. | Add +2.9% | 2.25% | −0.15 |
| KNSL Kinsale Capital Group Inc. | Add +0.3% | 1.45% | −0.22 |
| PUBM Pubmatic Inc. Class A | Add +0.1% | 0.66% | −0.34 |
| CMG Chipotle Mexican Grill Inc. | Add +4.4% | 1.33% | −0.52 |
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 |