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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
-4.38%
1 Year Est. Return
+20.45%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$129M
AUM Growth
-$8.41M
Cap. Flow
+$610K
Cap. Flow %
0.47%
Top 10 Hldgs %
41.65%
Holding
58
New
3
Increased
24
Reduced
20
Closed
5

Top Buys

Rank Stock Value
1
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$2.02M
2
AES icon
AES
AES
+$1.41M
3
TTD icon
Trade Desk
TTD
+$1.26M
4
SMIN icon
iShares MSCI India Small-Cap ETF
SMIN
+$596K
5
TSLA icon
Tesla
TSLA
+$550K

Top Sells

Rank Stock Value
1
LUV icon
Southwest Airlines
LUV
+$3.04M
2
RXT icon
Rackspace Technology
RXT
+$442K
3
PINS icon
Pinterest
PINS
+$399K
4
PGNY icon
Progyny
PGNY
+$389K
5
HON icon
Honeywell
HON
+$212K

Sector Composition

Rank Sector Weight
1 Technology 17.56%
2 Communication Services 11.37%
3 Consumer Discretionary 10.59%
4 Materials 8.63%
5 Industrials 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMZN icon
26
Amazon
AMZN
$3.06T
$2.25M 1.75%
11,847
+198
+2% +$43K
AMAT icon
27
Applied Materials
AMAT
$411B
$2.22M 1.73%
15,327
+42
+0.3% +$7.06K
TTD icon
28
Trade Desk
TTD
$8.6B
$2.21M 1.72%
40,332
+13,939
+53% +$1.26M
PLD icon
29
Prologis
PLD
$135B
$2.1M 1.63%
18,782
-12
-0.1% -$1.39K
ENPH icon
30
Enphase Energy
ENPH
$5.2B
$1.83M 1.42%
29,474
+305
+1% +$19.3K
TGT icon
31
Target
TGT
$67.8B
$1.76M 1.37%
16,898
+94
+0.6% +$11.7K
P
32
Everpure Inc
P
$26.6B
$1.7M 1.32%
38,410
-2,002
-5% -$121K
MTH icon
33
Meritage Homes
MTH
$4.71B
$1.69M 1.32%
23,905
+157
+0.7% +$11.8K
DDOG icon
34
Datadog
DDOG
$97.4B
$1.66M 1.29%
16,735
+247
+1% +$31.2K
PINS icon
35
Pinterest
PINS
$13.5B
$1.63M 1.26%
52,439
-11,783
-18% -$399K
ROK icon
36
Rockwell Automation
ROK
$53.5B
$1.2M 0.94%
4,660
– –
CRWD icon
37
CrowdStrike
CRWD
$206B
$1.11M 0.86%
12,536
-264
-2% -$25.1K
SHV icon
38
iShares 0-1 Year Treasury Bond ETF
SHV
$20.6B
$1.07M 0.83%
9,655
– –
PGNY icon
39
Progyny
PGNY
$2.47B
$1.01M 0.79%
45,433
-18,076
-28% -$389K
GRAB icon
40
Grab
GRAB
$15B
$914K 0.71%
201,858
+3,331
+2% +$15.5K
WMT icon
41
Walmart Inc
WMT
$881B
$700K 0.54%
7,978
-1,987
-20% -$186K
UNP icon
42
Union Pacific
UNP
$173B
$641K 0.5%
2,712
– –
PUBM icon
43
PubMatic
PUBM
$602M
$577K 0.45%
63,184
+6,494
+11% +$85.6K
SHEL icon
44
Shell
SHEL
$252B
$577K 0.45%
7,880
-21
-0.3% -$1.42K
LUV icon
45
Southwest Airlines
LUV
$23B
$465K 0.36%
13,843
-96,044
-87% -$3.04M
TSLA icon
46
Tesla
TSLA
$1.27T
$428K 0.33%
+1,651
New +$550K
INDA icon
47
iShares MSCI India ETF
INDA
$6.61B
$271K 0.21%
5,271
– –
CAT icon
48
Caterpillar
CAT
$382B
$248K 0.19%
751
-19
-2% -$6.77K
CARR icon
49
Carrier Global
CARR
$52.1B
$238K 0.18%
3,752
– –
NUE icon
50
Nucor
NUE
$59.5B
$238K 0.18%
1,974
– –
1
2
3

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Leibman Financial Services's Q1 2025 Portfolio in Review

As of Q1 2025, Leibman Financial Services held 58 positions worth $129M, down 6.1% from $137M the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Leibman Financial Services's Q1 2025 filing shows 3 new, 24 increased, 20 reduced and 5 closed positions. Its largest new stake was Tesla: 1,651 shares worth $428K. The largest sale was Southwest Airlines, an estimated $3.04M.

By sector, the portfolio is most concentrated in Technology at 18% of assets, down from 20% a quarter earlier, followed by Communication Services and Consumer Discretionary.

  • Leibman Financial Services's largest Q1 2025 buy was Tesla: 1,651 shares worth $428K.
  • Leibman Financial Services added most to WisdomTree Floating Rate Treasury Fund in Q1 2025, an estimated $2.02M increase.
  • Leibman Financial Services's biggest Q1 2025 reduction was Southwest Airlines, cutting an estimated $3.04M.
  • Leibman Financial Services fully exited Rackspace Technology in Q1 2025, selling an estimated $442K.
  • Leibman Financial Services's ten largest holdings make up 42% of its $129M portfolio in Q1 2025.
  • Leibman Financial Services opened 3 new positions and closed 5 in Q1 2025.
  • Leibman Financial Services's portfolio value fell 6.1% quarter-over-quarter to $129M.

Based on Leibman Financial Services's 13F filing for Q1 2025, filed 9 Apr 2025.