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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
+3.11%
1 Year Est. Return
+20.45%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$139M
AUM Growth
+$6.86M
Cap. Flow
+$5.06M
Cap. Flow %
3.65%
Top 10 Hldgs %
41.66%
Holding
55
New
7
Increased
28
Reduced
15
Closed
4

Top Buys

Rank Stock Value
1
EPI icon
WisdomTree India Earnings Fund ETF
EPI
+$6.04M
2
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$3.74M
3
ILF icon
iShares Latin America 40 ETF
ILF
+$2.59M
4
CAVA icon
CAVA Group
CAVA
+$2.33M
5
CPRT icon
Copart
CPRT
+$2.23M

Top Sells

Rank Stock Value
1
INDA icon
iShares MSCI India ETF
INDA
+$5.66M
2
AES icon
AES
AES
+$3.58M
3
STRL icon
Sterling Infrastructure
STRL
+$3.26M
4
TSM icon
TSMC
TSM
+$3.02M
5
AMAT icon
Applied Materials
AMAT
+$2.52M

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 18.49%
2 Technology 11.9%
3 Communication Services 10.81%
4 Materials 9.84%
5 Industrials 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ARE icon
26
Alexandria Real Estate Equities
ARE
$8.97B
$2.41M 1.74%
49,297
-6,831
-12% -$402K
URI icon
27
United Rentals
URI
$67.2B
$2.4M 1.73%
2,967
-1,758
-37% -$1.53M
CMG icon
28
Chipotle Mexican Grill
CMG
$47.2B
$2.25M 1.62%
60,723
+15,888
+35% +$575K
CPRT icon
29
Copart
CPRT
$27B
$2.11M 1.52%
+53,871
New +$2.23M
OC icon
30
Owens Corning
OC
$11.2B
$2.07M 1.49%
+18,483
New +$2.17M
MELI icon
31
Mercado Libre
MELI
$95.2B
$2M 1.44%
992
+573
+137% +$1.2M
GRAB icon
32
Grab
GRAB
$14.3B
$1.9M 1.37%
380,434
+156,550
+70% +$865K
PINS icon
33
Pinterest
PINS
$13.4B
$1.83M 1.32%
70,688
+12,973
+22% +$373K
CPNG icon
34
Coupang
CPNG
$29.3B
$1.72M 1.24%
72,833
+37,268
+105% +$1.06M
TSM icon
35
TSMC
TSM
$2.1T
$1.7M 1.23%
5,593
-10,279
-65% -$3.02M
SE icon
36
Sea Limited
SE
$65.4B
$1.65M 1.19%
12,962
+6,122
+90% +$907K
NXT icon
37
Nextpower Inc
NXT
$13.6B
$1.57M 1.14%
18,069
+599
+3% +$54.3K
CRWD icon
38
CrowdStrike
CRWD
$194B
$1.49M 1.07%
12,680
+236
+2% +$30K
DDOG icon
39
Datadog
DDOG
$95.4B
$1.22M 0.88%
8,974
+333
+4% +$52.6K
PGNY icon
40
Progyny
PGNY
$2.44B
$1.19M 0.86%
46,435
+528
+1% +$12.1K
COST icon
41
Costco
COST
$422B
$1.05M 0.76%
+1,218
New +$1.1M
ENPH icon
42
Enphase Energy
ENPH
$4.96B
$1.05M 0.76%
32,744
+2,129
+7% +$69K
STRL icon
43
Sterling Infrastructure
STRL
$18.3B
$1.03M 0.74%
3,349
-9,452
-74% -$3.26M
PUBM icon
44
PubMatic
PUBM
$585M
$1.03M 0.74%
115,610
+10,786
+10% +$94K
SHV icon
45
iShares 0-1 Year Treasury Bond ETF
SHV
$20.8B
$623K 0.45%
5,655
-235
-4% -$25.9K
CAT icon
46
Caterpillar
CAT
$375B
$349K 0.25%
+610
New +$339K
DE icon
47
Deere & Co
DE
$160B
$310K 0.22%
666
-236
-26% -$111K
AES icon
48
AES
AES
$10.5B
$239K 0.17%
16,664
-254,193
-94% -$3.58M
UNP icon
49
Union Pacific
UNP
$174B
$222K 0.16%
960
– –
MSFT icon
50
Microsoft
MSFT
$3.45T
$217K 0.16%
449
-2,584
-85% -$1.29M
1
2
3

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Leibman Financial Services's Q4 2025 Portfolio in Review

As of Q4 2025, Leibman Financial Services held 55 positions worth $139M, up 5.2% from $132M the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Leibman Financial Services deployed $5.06M of net new capital in Q4 2025, opening 7 new positions and adding to 28 existing holdings. Its largest new stake was WisdomTree India Earnings Fund ETF: 131,987 shares worth $6.11M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 18% of assets, up from 14% a quarter earlier, followed by Technology and Communication Services.

On the sell side, the largest reduction was AES, an estimated $3.58M trimmed.

  • Leibman Financial Services's largest Q4 2025 buy was WisdomTree India Earnings Fund ETF: 131,987 shares worth $6.11M.
  • Leibman Financial Services added most to CAVA Group in Q4 2025, an estimated $2.33M increase.
  • Leibman Financial Services's biggest Q4 2025 reduction was AES, cutting an estimated $3.58M.
  • Leibman Financial Services fully exited iShares MSCI India ETF in Q4 2025, selling an estimated $5.66M.
  • Leibman Financial Services's ten largest holdings make up 42% of its $139M portfolio in Q4 2025.
  • Leibman Financial Services opened 7 new positions and closed 4 in Q4 2025.
  • Leibman Financial Services's portfolio value rose 5.2% quarter-over-quarter to $139M.

Based on Leibman Financial Services's 13F filing for Q4 2025, filed 6 Jan 2026.