Leibman Financial Services, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 6, 2026), Leibman Financial Services, Inc. reported 51 stock positions worth $138.5 million. Its top holding was Wisdomtree Floating Rate Tre (USFR) at 10.7% of the portfolio, followed by Wisdomtree India Earnings (EPI, 4.4%) and Avantis Intl S/C Value ETF (AVDV, 4.0%). Compared with Q3 2025, it opened 7 new positions, sold out of 4, added to 28 and reduced 15. The biggest buy was a new position in Wisdomtree India Earnings (EPI) and the biggest sale an exit from iShares MSCI India ETF (INDA).
- Most Recent 13F
- Q2 2026
- Location
- LOUISVILLE, NE
- CIK
- 0002006661
- Portfolio Value
- $138.5M (Q4 2025)
- SEC Filing
- 0002006661-26-000001 ↗ filed Jan 6, 2026
Holdings Value
Holdings 51 stocks · $138.5M
| USFR Wisdomtree Floating Rate Tre | 10.73% | 295,493 | $14.9M | Reduce -10.8% |
| EPI Wisdomtree India Earnings | 4.41% | 131,987 | $6.1M | New |
| AVDV Avantis Intl S/C Value ETF | 4.01% | 59,096 | $5.6M | Reduce -1.6% |
| TECK Teck Resources Ltd.-CLS B | 3.43% | 99,097 | $4.7M | Add +6.1% |
| FCX Freeport-McMoran Inc. | 3.38% | 92,129 | $4.7M | Add +7.3% |
| LULU Lululemon Athletica Inc. | 3.33% | 22,202 | $4.6M | Reduce -0.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.31% | 9,115 | $4.6M | Add +0.8% |
| AMZN Amazon.com Inc. | 3.18% | 19,066 | $4.4M | Add +3.6% |
| ALB Albemarle Corp. | 3.04% | 29,798 | $4.2M | Reduce -7.9% |
| CAVA Cava Group Inc. | 2.85% | 67,324 | $4.0M | Add +162.9% |
| AMGN Amgen Inc. | 2.79% | 11,789 | $3.9M | Add +5.8% |
| GOOG Alphabet Inc. Class C | 2.78% | 12,273 | $3.9M | Reduce -15.1% |
| DGS Wisdomtree Em Small Cap | 2.72% | 65,861 | $3.8M | New |
| KNSL Kinsale Capital Group Inc. | 2.66% | 9,438 | $3.7M | Add +109.9% |
| SMIN iShares MSCI India Small-Cap | 2.46% | 48,656 | $3.4M | Add +4.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 2.44% | 29,690 | $3.4M | Add +14.5% |
| AAPL Apple Inc. | 2.43% | 12,396 | $3.4M | Reduce -24.4% |
| TMUS T-Mobile US Inc. | 2.36% | 16,129 | $3.3M | Add +10.1% |
| FSLR First Solar Inc. | 2.13% | 11,272 | $2.9M | Reduce -17.9% |
| ILF iShares Latin America 40 ETF | 1.91% | 86,938 | $2.6M | New |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 1.90% | 69,523 | $2.6M | Add +51.2% |
| PLD Prologis Inc. | 1.87% | 20,246 | $2.6M | Add +6.0% |
| TGT Target Corp. | 1.85% | 26,206 | $2.6M | Add +37.0% |
| LOW Lowe's Cos Inc. | 1.83% | 10,525 | $2.5M | Add +8.2% |
| CASY Casey's General Stores Inc. | 1.80% | 4,506 | $2.5M | Add +79.1% |
| ARE Alexandria Real Estate Equit | 1.74% | 49,297 | $2.4M | Reduce -12.2% |
| URI United Rentals Inc. | 1.73% | 2,967 | $2.4M | Reduce -37.2% |
| CMG Chipotle Mexican Grill Inc. | 1.62% | 60,723 | $2.2M | Add +35.4% |
| CPRT Copart Inc. | 1.52% | 53,871 | $2.1M | New |
| OC Owens Corning | 1.49% | 18,483 | $2.1M | New |
| MELI MercadoLibre Inc. | 1.44% | 992 | $2.0M | Add +136.8% |
| GRAB Grab Holdings Ltd. Class A | 1.37% | 380,434 | $1.9M | Add +69.9% |
| PINS Pinterest Inc. Class A | 1.32% | 70,688 | $1.8M | Add +22.5% |
| CPNG Coupang Inc. | 1.24% | 72,833 | $1.7M | Add +104.8% |
| TSM Taiwan Semiconductor-SP ADR | 1.23% | 5,593 | $1.7M | Reduce -64.8% |
| SE Sea Ltd.-ADR | 1.19% | 12,962 | $1.7M | Add +89.5% |
| NXT Nextpower Inc. | 1.14% | 18,069 | $1.6M | Add +3.4% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.07% | 3,170 | $1.5M | Add +1.9% |
| DDOG Datadog Inc. Class A | 0.88% | 8,974 | $1.2M | Add +3.9% |
| PGNY Progyny Inc. | 0.86% | 46,435 | $1.2M | Add +1.1% |
| COST Costco Wholesale Corp. | 0.76% | 1,218 | $1.1M | New |
| ENPH Enphase Energy Inc. | 0.76% | 32,744 | $1.0M | Add +7.0% |
| STRL Sterling Infrastructure Inc. | 0.74% | 3,349 | $1.0M | Reduce -73.8% |
| PUBM Pubmatic Inc. Class A | 0.74% | 115,610 | $1.0M | Add +10.3% |
| SHV iShares 0-1 Year Treasury Bo | 0.45% | 5,655 | $623K | Reduce -4.0% |
| CAT Caterpillar Inc. | 0.25% | 610 | $349K | New |
| DE Deere & Co. | 0.22% | 666 | $310K | Reduce -26.2% |
| AES AES Corp. | 0.17% | 16,664 | $239K | Reduce -93.8% |
| UNP Union Pacific Corp. | 0.16% | 960 | $222K | No change |
| MSFT Microsoft Corp. | 0.16% | 449 | $217K | Reduce -85.2% |
| SHEL Shell PLC-ADR | 0.15% | 2,856 | $210K | Add +0.4% |
Portfolio Sells Q3 2025 → Q4 2025
| INDA iShares MSCI India ETF | Sold out | 0.00% | −4.30 |
| STRL Sterling Infrastructure Inc. | Reduce -73.8% | 0.74% | −2.56 |
| AES AES Corp. | Reduce -93.8% | 0.17% | −2.53 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -64.8% | 1.23% | −2.14 |
| AMAT Applied Materials Inc. | Sold out | 0.00% | −1.91 |
| USFR Wisdomtree Floating Rate Tre | Reduce -10.8% | 10.73% | −1.91 |
| ARE Alexandria Real Estate Equit | Reduce -12.2% | 1.74% | −1.81 |
| URI United Rentals Inc. | Reduce -37.2% | 1.73% | −1.69 |
| P Everpure Inc. Class A | Sold out | 0.00% | −1.21 |
| MSFT Microsoft Corp. | Reduce -85.2% | 0.16% | −1.04 |
| AAPL Apple Inc. | Reduce -24.4% | 2.43% | −0.74 |
| FSLR First Solar Inc. | Reduce -17.9% | 2.13% | −0.17 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.16 |
| DE Deere & Co. | Reduce -26.2% | 0.22% | −0.09 |
| AVDV Avantis Intl S/C Value ETF | Reduce -1.6% | 4.01% | −0.05 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -4.0% | 0.45% | −0.04 |
| GOOG Alphabet Inc. Class C | Reduce -15.1% | 2.78% | +0.11 |
| LULU Lululemon Athletica Inc. | Reduce -0.2% | 3.33% | +0.33 |
| ALB Albemarle Corp. | Reduce -7.9% | 3.04% | +1.05 |
Portfolio Buys Q3 2025 → Q4 2025
| EPI Wisdomtree India Earnings | New | 4.41% | +4.41 |
| DGS Wisdomtree Em Small Cap | New | 2.72% | +2.72 |
| ILF iShares Latin America 40 ETF | New | 1.91% | +1.91 |
| CAVA Cava Group Inc. | Add +162.9% | 2.85% | +1.68 |
| CPRT Copart Inc. | New | 1.52% | +1.52 |
| OC Owens Corning | New | 1.49% | +1.49 |
| KNSL Kinsale Capital Group Inc. | Add +109.9% | 2.66% | +1.21 |
| FCX Freeport-McMoran Inc. | Add +7.3% | 3.38% | +0.82 |
| COST Costco Wholesale Corp. | New | 0.76% | +0.76 |
| CASY Casey's General Stores Inc. | Add +79.1% | 1.80% | +0.72 |
| MELI MercadoLibre Inc. | Add +136.8% | 1.44% | +0.70 |
| TGT Target Corp. | Add +37.0% | 1.85% | +0.55 |
| AMGN Amgen Inc. | Add +5.8% | 2.79% | +0.40 |
| CPNG Coupang Inc. | Add +104.8% | 1.24% | +0.37 |
| GRAB Grab Holdings Ltd. Class A | Add +69.9% | 1.37% | +0.35 |
| TECK Teck Resources Ltd.-CLS B | Add +6.1% | 3.43% | +0.31 |
| CMG Chipotle Mexican Grill Inc. | Add +35.4% | 1.62% | +0.29 |
| SE Sea Ltd.-ADR | Add +89.5% | 1.19% | +0.27 |
| CAT Caterpillar Inc. | New | 0.25% | +0.25 |
| PLD Prologis Inc. | Add +6.0% | 1.87% | +0.20 |
| TTD Trade Desk Inc./the Class A | Add +51.2% | 1.90% | +0.19 |
| DIS The Walt Disney Co. | Add +14.5% | 2.44% | +0.18 |
| NXT Nextpower Inc. | Add +3.4% | 1.14% | +0.15 |
| PGNY Progyny Inc. | Add +1.1% | 0.86% | +0.11 |
| AMZN Amazon.com Inc. | Add +3.6% | 3.18% | +0.11 |
| PUBM Pubmatic Inc. Class A | Add +10.3% | 0.74% | +0.08 |
| SHEL Shell PLC-ADR | Add +0.4% | 0.15% | −0.00 |
| LOW Lowe's Cos Inc. | Add +8.2% | 1.83% | −0.02 |
| DDOG Datadog Inc. Class A | Add +3.9% | 0.88% | −0.05 |
| ENPH Enphase Energy Inc. | Add +7.0% | 0.76% | −0.07 |
| SMIN iShares MSCI India Small-Cap | Add +4.4% | 2.46% | −0.08 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +1.9% | 1.07% | −0.09 |
| PINS Pinterest Inc. Class A | Add +22.5% | 1.32% | −0.09 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.8% | 3.31% | −0.15 |
| TMUS T-Mobile US Inc. | Add +10.1% | 2.36% | −0.30 |
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 |