Leibman Financial Services, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 13, 2026), Leibman Financial Services, Inc. reported 49 stock positions worth $136.2 million. Its top holding was Wisdomtree Floating Rate Tre (USFR) at 9.0% of the portfolio, followed by Wisdomtree India Earnings (EPI, 4.1%) and Avantis Intl S/C Value ETF (AVDV, 3.9%). Compared with Q4 2025, it opened 3 new positions, sold out of 5, added to 26 and reduced 19. The biggest buy was a new position in Bristol-Myers Squibb (BMY) and the biggest sale Albemarle (ALB, shares −73%).
- Most Recent 13F
- Q2 2026
- Location
- LOUISVILLE, NE
- CIK
- 0002006661
- Portfolio Value
- $136.2M (Q1 2026)
- SEC Filing
- 0002006661-26-000003 ↗ filed Apr 13, 2026
Holdings Value
Holdings 49 stocks · $136.2M
| USFR Wisdomtree Floating Rate Tre | 9.04% | 244,499 | $12.3M | Reduce -17.3% |
| EPI Wisdomtree India Earnings | 4.13% | 137,944 | $5.6M | Add +4.5% |
| AVDV Avantis Intl S/C Value ETF | 3.92% | 53,530 | $5.3M | Reduce -9.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.31% | 9,409 | $4.5M | Add +3.2% |
| TECK Teck Resources Ltd.-CLS B | 3.14% | 82,738 | $4.3M | Reduce -16.5% |
| AMGN Amgen Inc. | 3.07% | 11,865 | $4.2M | Add +0.6% |
| DGS Wisdomtree Em Small Cap | 2.98% | 67,567 | $4.1M | Add +2.6% |
| BMY Bristol-Myers Squibb Co. | 2.98% | 66,907 | $4.1M | New |
| TMUS T-Mobile US Inc. | 2.88% | 18,698 | $3.9M | Add +15.9% |
| SFM Sprouts Farmers Market Inc. | 2.86% | 50,477 | $3.9M | New |
| AMZN Amazon.com Inc. | 2.84% | 18,541 | $3.9M | Reduce -2.8% |
| KNSL Kinsale Capital Group Inc. | 2.43% | 9,679 | $3.3M | Add +2.5% |
| CASY Casey's General Stores Inc. | 2.38% | 4,449 | $3.2M | Reduce -1.3% |
| TGT Target Corp. | 2.34% | 26,332 | $3.2M | Add +0.5% |
| ILF iShares Latin America 40 ETF | 2.30% | 88,292 | $3.1M | Add +1.6% |
| AAPL Apple Inc. | 2.30% | 12,333 | $3.1M | Reduce -0.5% |
| SMIN iShares MSCI India Small-Cap | 2.28% | 51,900 | $3.1M | Add +6.7% |
| LULU Lululemon Athletica Inc. | 2.24% | 19,930 | $3.1M | Reduce -10.2% |
| CAVA Cava Group Inc. | 2.21% | 37,207 | $3.0M | Reduce -44.7% |
| FCX Freeport-McMoran Inc. | 2.16% | 50,039 | $2.9M | Reduce -45.7% |
| MELI MercadoLibre Inc. | 2.08% | 1,641 | $2.8M | Add +65.4% |
| GOOG Alphabet Inc. Class C | 2.08% | 9,854 | $2.8M | Reduce -19.7% |
| PLD Prologis Inc. | 1.99% | 20,465 | $2.7M | Add +1.1% |
| CALM Cal-Maine Foods Inc. | 1.94% | 33,407 | $2.6M | New |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 1.81% | 108,675 | $2.5M | Add +56.3% |
| SE Sea Ltd.-ADR | 1.81% | 29,746 | $2.5M | Add +129.5% |
| LOW Lowe's Cos Inc. | 1.76% | 10,157 | $2.4M | Reduce -3.5% |
| URI United Rentals Inc. | 1.65% | 3,083 | $2.2M | Add +3.9% |
| CPNG Coupang Inc. | 1.63% | 117,399 | $2.2M | Add +61.2% |
| FSLR First Solar Inc. | 1.61% | 11,138 | $2.2M | Reduce -1.2% |
| OC Owens Corning | 1.59% | 19,966 | $2.2M | Add +8.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.57% | 22,191 | $2.1M | Reduce -25.3% |
| CMG Chipotle Mexican Grill Inc. | 1.54% | 65,334 | $2.1M | Add +7.6% |
| ARE Alexandria Real Estate Equit | 1.53% | 45,031 | $2.1M | Reduce -8.7% |
| CPRT Copart Inc. | 1.38% | 56,486 | $1.9M | Add +4.8% |
| GRAB Grab Holdings Ltd. Class A | 1.36% | 506,025 | $1.9M | Add +33.0% |
| NXT Nextpower Inc. | 1.33% | 15,034 | $1.8M | Reduce -16.8% |
| PINS Pinterest Inc. Class A | 1.25% | 92,710 | $1.7M | Add +31.1% |
| TSM Taiwan Semiconductor-SP ADR | 1.23% | 4,962 | $1.7M | Reduce -11.3% |
| ALB Albemarle Corp. | 1.06% | 8,054 | $1.4M | Reduce -73.0% |
| STRL Sterling Infrastructure Inc. | 1.04% | 3,486 | $1.4M | Add +4.1% |
| COST Costco Wholesale Corp. | 0.99% | 1,359 | $1.4M | Add +11.6% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.94% | 3,281 | $1.3M | Add +3.5% |
| ENPH Enphase Energy Inc. | 0.92% | 33,159 | $1.3M | Add +1.3% |
| DDOG Datadog Inc. Class A | 0.79% | 9,135 | $1.1M | Add +1.8% |
| PGNY Progyny Inc. | 0.60% | 48,287 | $820K | Add +4.0% |
| SHV iShares 0-1 Year Treasury Bo | 0.45% | 5,551 | $613K | Reduce -1.8% |
| UNP Union Pacific Corp. | 0.17% | 960 | $233K | No change |
| PUBM Pubmatic Inc. Class A | 0.10% | 16,296 | $133K | Reduce -85.9% |
Portfolio Sells Q4 2025 → Q1 2026
| ALB Albemarle Corp. | Reduce -73.0% | 1.06% | −1.98 |
| USFR Wisdomtree Floating Rate Tre | Reduce -17.3% | 9.04% | −1.69 |
| FCX Freeport-McMoran Inc. | Reduce -45.7% | 2.16% | −1.22 |
| LULU Lululemon Athletica Inc. | Reduce -10.2% | 2.24% | −1.09 |
| DIS The Walt Disney Co. | Reduce -25.3% | 1.57% | −0.87 |
| GOOG Alphabet Inc. Class C | Reduce -19.7% | 2.08% | −0.70 |
| PUBM Pubmatic Inc. Class A | Reduce -85.9% | 0.10% | −0.64 |
| CAVA Cava Group Inc. | Reduce -44.7% | 2.21% | −0.64 |
| FSLR First Solar Inc. | Reduce -1.2% | 1.61% | −0.51 |
| AMZN Amazon.com Inc. | Reduce -2.8% | 2.84% | −0.34 |
| TECK Teck Resources Ltd.-CLS B | Reduce -16.5% | 3.14% | −0.28 |
| CAT Caterpillar Inc. | Sold out | 0.00% | −0.25 |
| DE Deere & Co. | Sold out | 0.00% | −0.22 |
| ARE Alexandria Real Estate Equit | Reduce -8.7% | 1.53% | −0.21 |
| AES AES Corp. | Sold out | 0.00% | −0.17 |
| MSFT Microsoft Corp. | Sold out | 0.00% | −0.16 |
| SHEL Shell PLC-ADR | Sold out | 0.00% | −0.15 |
| AAPL Apple Inc. | Reduce -0.5% | 2.30% | −0.13 |
| AVDV Avantis Intl S/C Value ETF | Reduce -9.4% | 3.92% | −0.08 |
| LOW Lowe's Cos Inc. | Reduce -3.5% | 1.76% | −0.07 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -1.8% | 0.45% | +0.00 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -11.3% | 1.23% | +0.00 |
| NXT Nextpower Inc. | Reduce -16.8% | 1.33% | +0.19 |
| CASY Casey's General Stores Inc. | Reduce -1.3% | 2.38% | +0.58 |
Portfolio Buys Q4 2025 → Q1 2026
| BMY Bristol-Myers Squibb Co. | New | 2.98% | +2.98 |
| SFM Sprouts Farmers Market Inc. | New | 2.86% | +2.86 |
| CALM Cal-Maine Foods Inc. | New | 1.94% | +1.94 |
| MELI MercadoLibre Inc. | Add +65.4% | 2.08% | +0.64 |
| SE Sea Ltd.-ADR | Add +129.5% | 1.81% | +0.62 |
| TMUS T-Mobile US Inc. | Add +15.9% | 2.88% | +0.52 |
| TGT Target Corp. | Add +0.5% | 2.34% | +0.49 |
| ILF iShares Latin America 40 ETF | Add +1.6% | 2.30% | +0.39 |
| CPNG Coupang Inc. | Add +61.2% | 1.63% | +0.39 |
| STRL Sterling Infrastructure Inc. | Add +4.1% | 1.04% | +0.30 |
| AMGN Amgen Inc. | Add +0.6% | 3.07% | +0.28 |
| DGS Wisdomtree Em Small Cap | Add +2.6% | 2.98% | +0.26 |
| COST Costco Wholesale Corp. | Add +11.6% | 0.99% | +0.24 |
| ENPH Enphase Energy Inc. | Add +1.3% | 0.92% | +0.16 |
| PLD Prologis Inc. | Add +1.1% | 1.99% | +0.12 |
| OC Owens Corning | Add +8.0% | 1.59% | +0.09 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +3.2% | 3.31% | +0.00 |
| GRAB Grab Holdings Ltd. Class A | Add +33.0% | 1.36% | −0.01 |
| PINS Pinterest Inc. Class A | Add +31.1% | 1.25% | −0.07 |
| URI United Rentals Inc. | Add +3.9% | 1.65% | −0.08 |
| CMG Chipotle Mexican Grill Inc. | Add +7.6% | 1.54% | −0.09 |
| DDOG Datadog Inc. Class A | Add +1.8% | 0.79% | −0.09 |
| TTD Trade Desk Inc./the Class A | Add +56.3% | 1.81% | −0.09 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +3.5% | 0.94% | −0.13 |
| CPRT Copart Inc. | Add +4.8% | 1.38% | −0.15 |
| SMIN iShares MSCI India Small-Cap | Add +6.7% | 2.28% | −0.17 |
| KNSL Kinsale Capital Group Inc. | Add +2.5% | 2.43% | −0.24 |
| PGNY Progyny Inc. | Add +4.0% | 0.60% | −0.26 |
| EPI Wisdomtree India Earnings | Add +4.5% | 4.13% | −0.28 |
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 |