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LFS

Leibman Financial Services Portfolio holdings

AUM $150M
1-Year Est. Return 20.45%
This Fund
S&P 500
This Quarter Est. Return
+10.68%
1 Year Est. Return
+20.45%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$150M
AUM Growth
+$14.2M
Cap. Flow
+$3.51M
Cap. Flow %
2.34%
Top 10 Hldgs %
42.01%
Holding
53
New
4
Increased
25
Reduced
17
Closed
7

Top Buys

Rank Stock Value
1
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$7.55M
2
DUOL icon
Duolingo
DUOL
+$2.65M
3
SMPL icon
Simply Good Foods
SMPL
+$2.5M
4
EMBJ
Embraer S.A. ADS
EMBJ
+$2.47M
5
SE icon
Sea Limited
SE
+$1.24M

Top Sells

Rank Stock Value
1
LULU icon
lululemon athletica
LULU
+$3.05M
2
CAVA icon
CAVA Group
CAVA
+$3.01M
3
FCX icon
Freeport-McMoran
FCX
+$2.69M
4
TTD icon
Trade Desk
TTD
+$2.47M
5
LOW icon
Lowe's Companies
LOW
+$2.02M

Sector Composition

Rank Sector Weight
1 Technology 13.82%
2 Consumer Discretionary 12.8%
3 Consumer Staples 9.94%
4 Communication Services 8.26%
5 Industrials 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
USFR icon
1
WisdomTree Floating Rate Treasury Fund
USFR
$18.1B
$19.9M 13.2%
394,250
+149,751
+61% +$7.55M
EPI icon
2
WisdomTree India Earnings Fund ETF
EPI
$2.05B
$6.17M 4.1%
144,201
+6,257
+5% +$267K
AVDV icon
3
Avantis International Small Cap Value ETF
AVDV
$18.8B
$5.63M 3.74%
54,662
+1,132
+2% +$120K
DGS icon
4
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.69B
$5.2M 3.46%
80,367
+12,800
+19% +$822K
BRK.B icon
5
Berkshire Hathaway Class B
BRK.B
$1.11T
$4.87M 3.24%
9,746
+337
+4% +$162K
GOOG icon
6
Alphabet (Google) Class C
GOOG
$4.07T
$4.47M 2.97%
12,662
+2,808
+28% +$1M
SFM icon
7
Sprouts Farmers Market
SFM
$7.31B
$4.37M 2.91%
51,711
+1,234
+2% +$99.8K
TECK icon
8
Teck Resources
TECK
$28.8B
$4.21M 2.8%
70,851
-11,887
-14% -$725K
AMZN icon
9
Amazon
AMZN
$2.48T
$4.21M 2.8%
17,653
-888
-5% -$223K
SE icon
10
Sea Limited
SE
$65.8B
$4.2M 2.79%
43,816
+14,070
+47% +$1.24M
AMGN icon
11
Amgen
AMGN
$212B
$4.19M 2.78%
11,566
-299
-3% -$102K
BMY icon
12
Bristol-Myers Squibb
BMY
$130B
$3.98M 2.64%
69,007
+2,100
+3% +$121K
SMIN icon
13
iShares MSCI India Small-Cap ETF
SMIN
$754M
$3.84M 2.55%
54,262
+2,362
+5% +$157K
KNSL icon
14
Kinsale Capital Group
KNSL
$8.43B
$3.65M 2.43%
11,063
+1,384
+14% +$445K
AAPL icon
15
Apple
AAPL
$4.99T
$3.49M 2.32%
12,076
-257
-2% -$73.5K
URI icon
16
United Rentals
URI
$67.9B
$3.45M 2.29%
3,044
-39
-1% -$37.1K
TMUS icon
17
T-Mobile US
TMUS
$196B
$3.37M 2.24%
20,067
+1,369
+7% +$259K
MELI icon
18
Mercado Libre
MELI
$94.4B
$3.29M 2.19%
1,941
+300
+18% +$512K
OC icon
19
Owens Corning
OC
$11.5B
$3.29M 2.18%
20,676
+710
+4% +$86.3K
CASY icon
20
Casey's General Stores
CASY
$31.7B
$2.83M 1.88%
3,556
-893
-20% -$719K
CALM icon
21
Cal-Maine
CALM
$4.42B
$2.81M 1.87%
34,844
+1,437
+4% +$111K
DUOL icon
22
Duolingo
DUOL
$6.56B
$2.79M 1.85%
+24,222
New +$2.65M
PLD icon
23
Prologis
PLD
$137B
$2.75M 1.83%
20,319
-146
-0.7% -$20.7K
FSLR icon
24
First Solar
FSLR
$21.8B
$2.74M 1.82%
11,628
+490
+4% +$115K
TGT icon
25
Target
TGT
$65.5B
$2.73M 1.81%
20,895
-5,437
-21% -$691K
1
2 3

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Leibman Financial Services's Q2 2026 Portfolio in Review

As of Q2 2026, Leibman Financial Services held 53 positions worth $150M, up 10% from $136M the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Leibman Financial Services's Q2 2026 filing shows 4 new, 25 increased, 17 reduced and 7 closed positions. Its largest new stake was Duolingo: 24,222 shares worth $2.79M. The largest sale was lululemon athletica, an estimated $3.05M.

By sector, the portfolio is most concentrated in Technology at 14% of assets, up from 11% a quarter earlier, followed by Consumer Discretionary and Consumer Staples.

  • Leibman Financial Services's largest Q2 2026 buy was Duolingo: 24,222 shares worth $2.79M.
  • Leibman Financial Services added most to WisdomTree Floating Rate Treasury Fund in Q2 2026, an estimated $7.55M increase.
  • Leibman Financial Services's biggest Q2 2026 reduction was Freeport-McMoran, cutting an estimated $2.69M.
  • Leibman Financial Services fully exited lululemon athletica in Q2 2026, selling an estimated $3.05M.
  • Leibman Financial Services's ten largest holdings make up 42% of its $150M portfolio in Q2 2026.
  • Leibman Financial Services opened 4 new positions and closed 7 in Q2 2026.
  • Leibman Financial Services's portfolio value rose 10% quarter-over-quarter to $150M.

Based on Leibman Financial Services's 13F filing for Q2 2026, filed 14 Jul 2026.