Leibman Financial Services
LOUISVILLE, NEfiles as Leibman Financial Services, Inc.
$150m in 46 US stocks at the end of 30 June 2026. The top 10 are 42.0% of the money. It changed about 16.9% of the portfolio this quarter.
Value
$150m
Stocks
46
Top 10 share
42.0%
Turnover
16.9%
What changed this quarter
New
Bought for the first time this quarter.
- DuolingoDUOL1.9% of the fund
- Simply Good FoodsSMPL1.8% of the fund
- EmbraerEMBJ1.7% of the fund
- DeereDE0.1% of the fund
Added
Bought more of a stock they already held.
- Wisdomtree TRUSFR13.2% of the fund+61%
- Wisdomtree TREPI4.1% of the fund+5%
- American Centy ETF TRAVDV3.7% of the fund+2%
- Wisdomtree TRDGS3.5% of the fund+19%
- Berkshire HathawayBRK-B3.2% of the fund+4%
- AlphabetGOOG3.0% of the fund+28%
- Sprouts Farmers MarketSFM2.9% of the fund+2%
- SeaSE2.8% of the fund+47%
- Bristol-Myers SquibbBMY2.6% of the fund+3%
- Ishares TRSMIN2.6% of the fund+5%
- Kinsale Capital GroupKNSL2.4% of the fund+14%
- T-Mobile USTMUS2.2% of the fund+7%
- MercadoLibreMELI2.2% of the fund+18%
- Owens CorningOC2.2% of the fund+4%
- Cal-Maine FoodsCALM1.9% of the fund+4%
- First SolarFSLR1.8% of the fund+4%
- Alexandria Real Estate EquitiesARE1.8% of the fund+13%
- PinterestPINS1.6% of the fund+23%
- Costco WholesaleCOST1.6% of the fund+85%
- Chipotle Mexican GrillCMG1.5% of the fund+5%
- Grab HoldingsGRAB1.5% of the fund+16%
- CoupangCPNG1.4% of the fund+5%
- CopartCPRT1.3% of the fund+22%
- AlbemarleALB0.7% of the fund+3%
Cut
Sold some of their stake.
- Teck ResourcesTECK2.8% of the fund-14%
- Amazon.comAMZN2.8% of the fund-5%
- AmgenAMGN2.8% of the fund-3%
- AppleAAPL2.3% of the fund-2%
- Caseys General StoresCASY1.9% of the fund-20%
- TargetTGT1.8% of the fund-21%
- Ishares TRILF1.6% of the fund-19%
- CrowdStrike HoldingsCRWD1.6% of the fund-3%
- DatadogDDOG1.5% of the fund-3%
- Taiwan Semiconductor ManufacturingTSM1.5% of the fund-5%
- NextpowerNXT0.9% of the fund-22%
- Enphase EnergyENPH0.8% of the fund-28%
- Freeport-McMoRanFCX0.3% of the fund-84%
- Ishares TRSHV0.3% of the fund-21%
- Lowe's CompaniesLOW0.2% of the fund-88%
Sold out
Sold their entire stake.
- lululemon athleticaLULU-100%
- Cava GroupCAVA-100%
- Trade DeskTTD-100%
- Sterling InfrastructureSTRL-100%
- ProgynyPGNY-100%
- Union PacificUNP-100%
- PubMaticPUBM-100%
Holdings
- Wisdomtree TRUSFR
- Share
- 13.2%
- Value
- $20m
- Shares
- 394,250
+61%
- Wisdomtree TREPI
- Share
- 4.1%
- Value
- $6m
- Shares
- 144,201
+5%
- American Centy ETF TRAVDV
- Share
- 3.7%
- Value
- $6m
- Shares
- 54,662
+2%
- Wisdomtree TRDGS
- Share
- 3.5%
- Value
- $5m
- Shares
- 80,367
+19%
- Teck ResourcesTECK
- Share
- 2.8%
- Value
- $4m
- Shares
- 70,851
-14%
- SeaSE
- Share
- 2.8%
- Value
- $4m
- Shares
- 43,816
+47%
- Ishares TRSMIN
- Share
- 2.6%
- Value
- $4m
- Shares
- 54,262
+5%
- Ishares TRILF
- Share
- 1.6%
- Value
- $2m
- Shares
- 71,820
-19%
- Ishares TRSHV
- Share
- 0.3%
- Value
- $484,336
- Shares
- 4,389
-21%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Wisdomtree TRUSFR | 13.2% | $20m | 394,250 | +61% |
| Wisdomtree TREPI | 4.1% | $6m | 144,201 | +5% |
| American Centy ETF TRAVDV | 3.7% | $6m | 54,662 | +2% |
| Wisdomtree TRDGS | 3.5% | $5m | 80,367 | +19% |
| Berkshire HathawayBRK-B | 3.2% | $5m | 9,746 | +4% |
| AlphabetGOOG | 3.0% | $4m | 12,662 | +28% |
| Sprouts Farmers MarketSFM | 2.9% | $4m | 51,711 | +2% |
| Teck ResourcesTECK | 2.8% | $4m | 70,851 | -14% |
| Amazon.comAMZN | 2.8% | $4m | 17,653 | -5% |
| SeaSE | 2.8% | $4m | 43,816 | +47% |
| AmgenAMGN | 2.8% | $4m | 11,566 | -3% |
| Bristol-Myers SquibbBMY | 2.6% | $4m | 69,007 | +3% |
| Ishares TRSMIN | 2.6% | $4m | 54,262 | +5% |
| Kinsale Capital GroupKNSL | 2.4% | $4m | 11,063 | +14% |
| AppleAAPL | 2.3% | $3m | 12,076 | -2% |
| United RentalsURI | 2.3% | $3m | 3,044 | Held |
| T-Mobile USTMUS | 2.2% | $3m | 20,067 | +7% |
| MercadoLibreMELI | 2.2% | $3m | 1,941 | +18% |
| Owens CorningOC | 2.2% | $3m | 20,676 | +4% |
| Caseys General StoresCASY | 1.9% | $3m | 3,556 | -20% |
| Cal-Maine FoodsCALM | 1.9% | $3m | 34,844 | +4% |
| DuolingoDUOL | 1.9% | $3m | 24,222 | New |
| PrologisPLD | 1.8% | $3m | 20,319 | Held |
| First SolarFSLR | 1.8% | $3m | 11,628 | +4% |
| TargetTGT | 1.8% | $3m | 20,895 | -21% |
| Simply Good FoodsSMPL | 1.8% | $3m | 202,479 | New |
| Alexandria Real Estate EquitiesARE | 1.8% | $3m | 50,818 | +13% |
| EmbraerEMBJ | 1.7% | $3m | 40,176 | New |
| Ishares TRILF | 1.6% | $2m | 71,820 | -19% |
| CrowdStrike HoldingsCRWD | 1.6% | $2m | 3,174 | -3% |
| PinterestPINS | 1.6% | $2m | 114,435 | +23% |
| Costco WholesaleCOST | 1.6% | $2m | 2,514 | +85% |
| Chipotle Mexican GrillCMG | 1.5% | $2m | 68,351 | +5% |
| DatadogDDOG | 1.5% | $2m | 8,869 | -3% |
| Taiwan Semiconductor ManufacturingTSM | 1.5% | $2m | 4,706 | -5% |
| Grab HoldingsGRAB | 1.5% | $2m | 586,752 | +16% |
| Walt DisneyDIS | 1.4% | $2m | 22,572 | Held |
| CoupangCPNG | 1.4% | $2m | 122,902 | +5% |
| CopartCPRT | 1.3% | $2m | 68,656 | +22% |
| NextpowerNXT | 0.9% | $1m | 11,772 | -22% |
| Enphase EnergyENPH | 0.8% | $1m | 23,944 | -28% |
| AlbemarleALB | 0.7% | $1m | 8,268 | +3% |
| Freeport-McMoRanFCX | 0.3% | $519,137 | 8,256 | -84% |
| Ishares TRSHV | 0.3% | $484,336 | 4,389 | -21% |
| Lowe's CompaniesLOW | 0.2% | $277,225 | 1,258 | -88% |
| DeereDE | 0.1% | $204,254 | 322 | New |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 15.6% since 30 June 2025.
Where the money is
Technology13.2%
Everyday goods11.8%
Industrials8.5%
Media & telecom8.3%
Retail & consumer7.8%
Financial services5.7%
Health care5.4%
Materials3.9%
Real estate3.6%
Other31.8%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.