We are live on ! Find out more
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
SMPL icon
26
Simply Good Foods
SMPL
$941M
$2.69M 1.79%
+202,479
New +$2.5M
ARE icon
27
Alexandria Real Estate Equities
ARE
$9.41B
$2.69M 1.79%
50,818
+5,787
+13% +$277K
EMBJ
28
Embraer S.A. ADS
EMBJ
$12.3B
$2.56M 1.7%
+40,176
New +$2.47M
ILF icon
29
iShares Latin America 40 ETF
ILF
$3.79B
$2.42M 1.61%
71,820
-16,472
-19% -$584K
CRWD icon
30
CrowdStrike
CRWD
$185B
$2.42M 1.61%
12,696
-428
-3% -$60.8K
PINS icon
31
Pinterest
PINS
$13.6B
$2.41M 1.6%
114,435
+21,725
+23% +$437K
COST icon
32
Costco
COST
$429B
$2.35M 1.56%
2,514
+1,155
+85% +$1.15M
CMG icon
33
Chipotle Mexican Grill
CMG
$43B
$2.32M 1.54%
68,351
+3,017
+5% +$98.6K
DDOG icon
34
Datadog
DDOG
$89.3B
$2.31M 1.54%
8,869
-266
-3% -$49.4K
TSM icon
35
TSMC
TSM
$2.03T
$2.25M 1.49%
4,706
-256
-5% -$104K
GRAB icon
36
Grab
GRAB
$14.1B
$2.21M 1.47%
586,752
+80,727
+16% +$294K
DIS icon
37
Walt Disney
DIS
$172B
$2.17M 1.44%
22,572
+381
+2% +$38.8K
CPNG icon
38
Coupang
CPNG
$27.7B
$2.13M 1.42%
122,902
+5,503
+5% +$99.3K
CPRT icon
39
Copart
CPRT
$28.4B
$1.94M 1.29%
68,656
+12,170
+22% +$393K
NXT icon
40
Nextpower Inc
NXT
$14.5B
$1.4M 0.93%
11,772
-3,262
-22% -$403K
ENPH icon
41
Enphase Energy
ENPH
$4.79B
$1.18M 0.78%
23,944
-9,215
-28% -$420K
ALB icon
42
Albemarle
ALB
$13.3B
$1.12M 0.74%
8,268
+214
+3% +$37.7K
FCX icon
43
Freeport-McMoran
FCX
$88.6B
$519K 0.35%
8,256
-41,783
-84% -$2.69M
SHV icon
44
iShares 0-1 Year Treasury Bond ETF
SHV
$20.8B
$484K 0.32%
4,389
-1,162
-21% -$128K
LOW icon
45
Lowe's Companies
LOW
$122B
$277K 0.18%
1,258
-8,899
-88% -$2.02M
DE icon
46
Deere & Co
DE
$173B
$204K 0.14%
+322
New +$187K
CAVA icon
47
CAVA Group
CAVA
$7.57B
– –
-37,207
Closed -$3.01M
LULU icon
48
lululemon athletica
LULU
$13.7B
– –
-19,930
Closed -$3.05M
PGNY icon
49
Progyny
PGNY
$2.41B
– –
-48,287
Closed -$820K
PUBM icon
50
PubMatic
PUBM
$605M
– –
-16,296
Closed -$133K
1
2
3

Similar funds

FC
FACT Capital New York $150M AUM 53.4% 1-Year Est. Return
JIM
JCP Investment Management Houston, Texas $150M AUM 19.22% 1-Year Est. Return
LM
Lansing Management New York $151M AUM 13.85% 1-Year Est. Return
CAM
Crown Advisors Management Larkspur, California $151M AUM 73.11% 1-Year Est. Return
RB
Richmond Brothers Jackson, Michigan $150M AUM 14.02% 1-Year Est. Return
CRIG
Charter Research & Investment Group Southport, Connecticut $150M AUM 28.05% 1-Year Est. Return
RPA
Redwood Park Advisors Redwood City, California $150M AUM 11.34% 1-Year Est. Return
WBCM
Wilson & Boucher Capital Management Moraga, California $151M AUM 18.75% 1-Year Est. Return

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.