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
+6.86%
1 Year Est. Return
+20.45%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$132M
AUM Growth
+$1.61M
Cap. Flow
-$3.81M
Cap. Flow %
-2.9%
Top 10 Hldgs %
44.39%
Holding
53
New
4
Increased
18
Reduced
25
Closed
5

Top Buys

Rank Stock Value
1
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$6.81M
2
INDA icon
iShares MSCI India ETF
INDA
+$6.59M
3
LULU icon
lululemon athletica
LULU
+$2.11M
4
SE icon
Sea Limited
SE
+$1.17M
5
NXT icon
Nextpower Inc
NXT
+$1.13M

Top Sells

Rank Stock Value
1
EPI icon
WisdomTree India Earnings Fund ETF
EPI
+$6.01M
2
DG icon
Dollar General
DG
+$3.22M
3
GPC icon
Genuine Parts
GPC
+$3.03M
4
FSLR icon
First Solar
FSLR
+$2.64M
5
MSFT icon
Microsoft
MSFT
+$1.62M

Sector Composition

Rank Sector Weight
1 Technology 18.73%
2 Consumer Discretionary 14.22%
3 Communication Services 10.71%
4 Materials 7.66%
5 Industrials 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KNSL icon
26
Kinsale Capital Group
KNSL
$8.12B
$1.91M 1.45%
4,496
+12
+0.3% +$5.44K
PINS icon
27
Pinterest
PINS
$13.4B
$1.86M 1.41%
57,715
+2,801
+5% +$102K
CMG icon
28
Chipotle Mexican Grill
CMG
$47.2B
$1.76M 1.33%
44,835
+1,872
+4% +$84.3K
TGT icon
29
Target
TGT
$65.6B
$1.72M 1.3%
19,130
+1,368
+8% +$135K
P
30
Everpure Inc
P
$25.7B
$1.59M 1.21%
18,952
-19,425
-51% -$1.29M
MSFT icon
31
Microsoft
MSFT
$3.45T
$1.57M 1.19%
3,033
-3,181
-51% -$1.62M
CAVA icon
32
CAVA Group
CAVA
$7.6B
$1.55M 1.17%
25,612
+13,383
+109% +$1.01M
CRWD icon
33
CrowdStrike
CRWD
$194B
$1.53M 1.16%
12,444
-416
-3% -$47.3K
CASY icon
34
Casey's General Stores
CASY
$32.2B
$1.42M 1.08%
2,516
-63
-2% -$33K
GRAB icon
35
Grab
GRAB
$14.3B
$1.35M 1.02%
223,884
+2,141
+1% +$11.4K
NXT icon
36
Nextpower Inc
NXT
$13.6B
$1.29M 0.98%
+17,470
New +$1.13M
DDOG icon
37
Datadog
DDOG
$95.4B
$1.23M 0.93%
8,641
-9,733
-53% -$1.34M
SE icon
38
Sea Limited
SE
$65.4B
$1.22M 0.93%
+6,840
New +$1.17M
CPNG icon
39
Coupang
CPNG
$29.3B
$1.15M 0.87%
+35,565
New +$1.08M
ENPH icon
40
Enphase Energy
ENPH
$4.96B
$1.08M 0.82%
30,615
+158
+0.5% +$5.87K
PGNY icon
41
Progyny
PGNY
$2.44B
$988K 0.75%
45,907
-39
-0.1% -$886
MELI icon
42
Mercado Libre
MELI
$95.2B
$979K 0.74%
+419
New +$1.01M
PUBM icon
43
PubMatic
PUBM
$585M
$868K 0.66%
104,824
+141
+0.1% +$1.44K
SHV icon
44
iShares 0-1 Year Treasury Bond ETF
SHV
$20.8B
$651K 0.49%
5,890
-1,422
-19% -$157K
DE icon
45
Deere & Co
DE
$160B
$412K 0.31%
902
-226
-20% -$111K
UNP icon
46
Union Pacific
UNP
$174B
$227K 0.17%
960
– –
TSLA icon
47
Tesla
TSLA
$1.23T
$217K 0.16%
488
-881
-64% -$306K
SHEL icon
48
Shell
SHEL
$254B
$203K 0.15%
2,844
-139
-5% -$10K
DG icon
49
Dollar General
DG
$28B
– –
-28,174
Closed -$3.22M
EPI icon
50
WisdomTree India Earnings Fund ETF
EPI
$2.06B
– –
-126,595
Closed -$6.01M
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
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
GA
Gordian Advisors Tucson, Arizona $150M AUM 15.35% 1-Year Est. Return

Leibman Financial Services's Q3 2025 Portfolio in Review

As of Q3 2025, Leibman Financial Services held 53 positions worth $132M, up 1.2% from $130M the previous quarter. Its ten largest holdings account for 44% of the portfolio.

Leibman Financial Services's Q3 2025 filing shows 4 new, 18 increased, 25 reduced and 5 closed positions. Its largest new stake was Sea Limited: 6,840 shares worth $1.22M. The largest sale was WisdomTree India Earnings Fund ETF, an estimated $6.01M.

By sector, the portfolio is most concentrated in Technology at 19% of assets, down from 21% a quarter earlier, followed by Consumer Discretionary and Communication Services.

  • Leibman Financial Services's largest Q3 2025 buy was Sea Limited: 6,840 shares worth $1.22M.
  • Leibman Financial Services added most to WisdomTree Floating Rate Treasury Fund in Q3 2025, an estimated $6.81M increase.
  • Leibman Financial Services's biggest Q3 2025 reduction was First Solar, cutting an estimated $2.64M.
  • Leibman Financial Services fully exited WisdomTree India Earnings Fund ETF in Q3 2025, selling an estimated $6.01M.
  • Leibman Financial Services's ten largest holdings make up 44% of its $132M portfolio in Q3 2025.
  • Leibman Financial Services opened 4 new positions and closed 5 in Q3 2025.
  • Leibman Financial Services's portfolio value rose 1.2% quarter-over-quarter to $132M.

Based on Leibman Financial Services's 13F filing for Q3 2025, filed 20 Oct 2025.