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Leibman Financial Services Portfolio holdings
AUM
$145M
Turnover
14.29%
1-Year Est. Return
10.64%
This Fund
S&P 500
This Quarter Est. Return
-1.84%
1 Year Est. Return
+10.64%
3 Year Est. Return
+59.23%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$145M
AUM Growth
-$5.45M
(-3.6%)
Cap. Flow
-$401K
Cap. Flow % of AUM
Cap. Flow %
-0.28%
Top 10 Holdings %
Top 10 Hldgs %
44.3%
Holding
49
New
3
Increased
25
Reduced
16
Closed
4
Avg Time Held
1.6
years
Top 10 Avg Time Held
0.9
years
Top 20 Avg Time Held
0.9
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
GE HealthCare
GEHC
|
+$2.53M |
| 2 |
Globus Medical
GMED
|
+$2.51M |
| 3 |
iShares Latin America 40 ETF
ILF
|
+$1.93M |
| 4 |
Costco
COST
|
+$1.79M |
| 5 |
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
|
+$1.64M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amgen
AMGN
|
+$4.19M |
| 2 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$3.91M |
| 3 |
iShares MSCI India Small-Cap ETF
SMIN
|
+$3.84M |
| 4 |
Target
TGT
|
+$2.73M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$2.22M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 28.01% |
| 2 | Technology | 14.85% |
| 3 | Consumer Discretionary | 12.4% |
| 4 | Consumer Staples | 8.21% |
| 5 | Industrials | 7.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
1
WisdomTree Floating Rate Treasury Fund
USFR
$21.1B
| $16M | 11.01% |
316,752
-77,498
| -20% | -$3.91M |
2023 Q4
11 quarters
|
|
2
Avantis International Small Cap Value ETF
AVDV
$19.9B
| $6.83M | 4.71% |
62,448
+7,786
| +14% | +$844K |
2025 Q2
5 quarters
|
|
|
3
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.61B
| $6.71M | 4.63% |
106,269
+25,902
| +32% | +$1.64M |
2025 Q4
3 quarters
|
|
4
WisdomTree India Earnings Fund ETF
EPI
$1.78B
| $6.18M | 4.26% |
151,803
+7,602
| +5% | +$323K |
2025 Q4
3 quarters
|
|
5
Berkshire Hathaway Class B
BRK.B
$1.16T
| $5.87M | 4.05% |
11,773
+2,027
| +21% | +$1.02M |
2023 Q4
11 quarters
|
|
6
Bristol-Myers Squibb
BMY
$125B
| $5.39M | 3.72% |
86,440
+17,433
| +25% | +$1.1M |
2026 Q1
2 quarters
|
|
7
Teck Resources
TECK
$31.3B
| $4.51M | 3.11% |
68,512
-2,339
| -3% | -$150K |
2023 Q4
11 quarters
|
|
|
8
iShares Latin America 40 ETF
ILF
$3.54B
| $4.4M | 3.03% |
127,510
+55,690
| +78% | +$1.93M |
2025 Q4
3 quarters
|
|
9
Amazon
AMZN
$2.63T
| $4.33M | 2.99% |
17,397
-256
| -1% | -$65K |
2024 Q4
7 quarters
|
|
|
10
Costco
COST
$441B
| $4.04M | 2.78% |
4,434
+1,920
| +76% | +$1.79M |
2025 Q4
3 quarters
|
|
11
Apple
AAPL
$5.09T
| $3.95M | 2.72% |
11,851
-225
| -2% | -$72.3K |
2023 Q4
11 quarters
|
|
12
Kinsale Capital Group
KNSL
$8.17B
| $3.75M | 2.59% |
11,623
+560
| +5% | +$201K |
2023 Q4
11 quarters
|
|
13
Mercado Libre
MELI
$84.2B
| $3.51M | 2.42% |
2,028
+87
| +4% | +$161K |
2025 Q3
4 quarters
|
|
14
T-Mobile US
TMUS
$156B
| $3.46M | 2.39% |
21,218
+1,151
| +6% | +$206K |
2024 Q2
9 quarters
|
|
15
Sprouts Farmers Market
SFM
$4.43B
| $3.43M | 2.37% |
51,719
+8
| +0% | +$625 |
2026 Q1
2 quarters
|
|
16
Duolingo
DUOL
$6.38B
| $3.42M | 2.36% |
24,035
-187
| -0.8% | -$25.9K |
2026 Q2
1 quarter
|
|
17
Sea Limited
SE
$46.9B
| $3.16M | 2.18% |
32,497
-11,319
| -26% | -$1.24M |
2025 Q3
4 quarters
|
|
18
Embraer S.A. ADS
EMBJ
$13.5B
| $3.06M | 2.11% |
40,618
+442
| +1% | +$31.6K |
2026 Q2
1 quarter
|
|
19
First Solar
FSLR
$19B
| $3.01M | 2.07% |
17,172
+5,544
| +48% | +$1.17M |
2023 Q4
11 quarters
|
|
20
United Rentals
URI
$74.2B
| $2.9M | 2% |
2,897
-147
| -5% | -$157K |
2023 Q4
11 quarters
|
|
21
Prologis
PLD
$122B
| $2.63M | 1.82% |
20,288
-31
| -0.2% | -$4.35K |
2024 Q3
8 quarters
|
|
22
CrowdStrike
CRWD
$267B
| $2.55M | 1.76% |
9,632
-3,064
| -24% | -$650K |
2024 Q2
9 quarters
|
|
23
Chipotle Mexican Grill
CMG
$39.6B
| $2.54M | 1.75% |
79,464
+11,113
| +16% | +$385K |
2025 Q2
5 quarters
|
|
24
Alexandria Real Estate Equities
ARE
$7.07B
| $2.45M | 1.69% |
51,668
+850
| +2% | +$43.1K |
2023 Q4
11 quarters
|
|
|
25
GE HealthCare
GEHC
$34.6B
| $2.44M | 1.69% |
+37,383
| New | +$2.53M |
2026 Q3
0 quarters
|
|
Similar funds
Leibman Financial Services's Q3 2026 Portfolio in Review
As of Q3 2026, Leibman Financial Services held 49 positions worth $145M, down 3.6% from $150M the previous quarter. Its ten largest holdings account for 44% of the portfolio.
Leibman Financial Services's Q3 2026 filing shows 3 new, 25 increased, 16 reduced and 4 closed positions. Its largest new stake was GE HealthCare: 37,383 shares worth $2.44M. The largest sale was Amgen, an estimated $4.19M.
By sector, the portfolio is most concentrated in Miscellaneous at 28% of assets, down from 29% a quarter earlier, followed by Technology and Consumer Discretionary.
- Leibman Financial Services's largest Q3 2026 buy was GE HealthCare: 37,383 shares worth $2.44M.
- Leibman Financial Services added most to iShares Latin America 40 ETF in Q3 2026, an estimated $1.93M increase.
- Leibman Financial Services's biggest Q3 2026 reduction was WisdomTree Floating Rate Treasury Fund, cutting an estimated $3.91M.
- Leibman Financial Services fully exited Amgen in Q3 2026, selling an estimated $4.19M.
- Leibman Financial Services's ten largest holdings make up 44% of its $145M portfolio in Q3 2026.
- Leibman Financial Services opened 3 new positions and closed 4 in Q3 2026.
- Leibman Financial Services's portfolio value fell 3.6% quarter-over-quarter to $145M.
Based on Leibman Financial Services's 13F filing for Q3 2026, filed 13 Oct 2026.