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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
+11.99%
1 Year Est. Return
+20.45%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$130M
AUM Growth
+$1.43M
Cap. Flow
-$7.11M
Cap. Flow %
-5.47%
Top 10 Hldgs %
38.44%
Holding
58
New
5
Increased
20
Reduced
23
Closed
9

Top Buys

Rank Stock Value
1
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$3.71M
2
STRL icon
Sterling Infrastructure
STRL
+$2.53M
3
CMG icon
Chipotle Mexican Grill
CMG
+$2.19M
4
AMZN icon
Amazon
AMZN
+$1.45M
5
CASY icon
Casey's General Stores
CASY
+$1.19M

Top Sells

Rank Stock Value
1
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$4.8M
2
CVX icon
Chevron
CVX
+$3.27M
3
DE icon
Deere & Co
DE
+$2.8M
4
MTH icon
Meritage Homes
MTH
+$1.69M
5
ROK icon
Rockwell Automation
ROK
+$1.2M

Sector Composition

Rank Sector Weight
1 Technology 21.36%
2 Consumer Discretionary 13.45%
3 Communication Services 12.21%
4 Materials 8.73%
5 Industrials 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMAT icon
26
Applied Materials
AMAT
$347B
$2.67M 2.05%
14,580
-747
-5% -$118K
DDOG icon
27
Datadog
DDOG
$94B
$2.47M 1.9%
18,374
+1,639
+10% +$181K
CMG icon
28
Chipotle Mexican Grill
CMG
$43.9B
$2.41M 1.85%
+42,963
New +$2.19M
LOW icon
29
Lowe's Companies
LOW
$121B
$2.28M 1.75%
10,279
-1,662
-14% -$371K
P
30
Everpure Inc
P
$23B
$2.21M 1.7%
38,377
-33
-0.1% -$1.64K
KNSL icon
31
Kinsale Capital Group
KNSL
$8.58B
$2.17M 1.67%
4,484
-167
-4% -$77.9K
PLD icon
32
Prologis
PLD
$136B
$2.05M 1.57%
19,460
+678
+4% +$71.1K
PINS icon
33
Pinterest
PINS
$13.7B
$1.97M 1.51%
54,914
+2,475
+5% +$75.1K
TGT icon
34
Target
TGT
$66.3B
$1.75M 1.35%
17,762
+864
+5% +$83K
CRWD icon
35
CrowdStrike
CRWD
$183B
$1.64M 1.26%
12,860
+324
+3% +$35.1K
CASY icon
36
Casey's General Stores
CASY
$32.1B
$1.32M 1.01%
+2,579
New +$1.19M
PUBM icon
37
PubMatic
PUBM
$608M
$1.3M 1%
104,683
+41,499
+66% +$437K
ENPH icon
38
Enphase Energy
ENPH
$4.63B
$1.21M 0.93%
30,457
+983
+3% +$45.4K
GRAB icon
39
Grab
GRAB
$13.7B
$1.12M 0.86%
221,743
+19,885
+10% +$92.7K
CAVA icon
40
CAVA Group
CAVA
$7.61B
$1.03M 0.79%
+12,229
New +$1.04M
PGNY icon
41
Progyny
PGNY
$2.46B
$1.01M 0.78%
45,946
+513
+1% +$11.3K
SHV icon
42
iShares 0-1 Year Treasury Bond ETF
SHV
$20.8B
$807K 0.62%
7,312
-2,343
-24% -$258K
DE icon
43
Deere & Co
DE
$165B
$574K 0.44%
1,128
-5,721
-84% -$2.8M
TSLA icon
44
Tesla
TSLA
$1.18T
$435K 0.33%
1,369
-282
-17% -$85K
INDA icon
45
iShares MSCI India ETF
INDA
$6.81B
$272K 0.21%
4,886
-385
-7% -$20.6K
WMT icon
46
Walmart Inc
WMT
$909B
$250K 0.19%
2,559
-5,419
-68% -$516K
RS icon
47
Reliance Steel & Aluminium
RS
$20.6B
$226K 0.17%
719
– –
UNP icon
48
Union Pacific
UNP
$174B
$221K 0.17%
960
-1,752
-65% -$389K
SHEL icon
49
Shell
SHEL
$244B
$210K 0.16%
2,983
-4,897
-62% -$328K
CARR icon
50
Carrier Global
CARR
$49.4B
– –
-3,752
Closed -$238K
1
2
3

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Leibman Financial Services's Q2 2025 Portfolio in Review

As of Q2 2025, Leibman Financial Services held 58 positions worth $130M, up 1.1% from $129M the previous quarter. Its ten largest holdings account for 38% of the portfolio.

Leibman Financial Services withdrew a net $7.11M in Q2 2025, closing 9 positions and reducing 23 holdings. Its most notable exit was Chevron, an estimated $3.27M position sold in full.

By sector, the portfolio is most concentrated in Technology at 21% of assets, up from 18% a quarter earlier, followed by Consumer Discretionary and Communication Services.

Against the trend, Leibman Financial Services opened a new position in Avantis International Small Cap Value ETF worth $3.97M.

  • Leibman Financial Services's largest Q2 2025 buy was Avantis International Small Cap Value ETF: 50,115 shares worth $3.97M.
  • Leibman Financial Services added most to Amazon in Q2 2025, an estimated $1.45M increase.
  • Leibman Financial Services's biggest Q2 2025 reduction was WisdomTree Floating Rate Treasury Fund, cutting an estimated $4.8M.
  • Leibman Financial Services fully exited Chevron in Q2 2025, selling an estimated $3.27M.
  • Leibman Financial Services's ten largest holdings make up 38% of its $130M portfolio in Q2 2025.
  • Leibman Financial Services opened 5 new positions and closed 9 in Q2 2025.
  • Leibman Financial Services's portfolio value rose 1.1% quarter-over-quarter to $130M.

Based on Leibman Financial Services's 13F filing for Q2 2025, filed 9 Jul 2025.