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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
-1.24%
1 Year Est. Return
+20.45%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$136M
AUM Growth
-$2.36M
Cap. Flow
+$1.18M
Cap. Flow %
0.86%
Top 10 Hldgs %
38.32%
Holding
54
New
3
Increased
26
Reduced
19
Closed
5

Top Buys

Rank Stock Value
1
BMY icon
Bristol-Myers Squibb
BMY
+$3.9M
2
SFM icon
Sprouts Farmers Market
SFM
+$3.77M
3
CALM icon
Cal-Maine
CALM
+$2.74M
4
SE icon
Sea Limited
SE
+$1.8M
5
MELI icon
Mercado Libre
MELI
+$1.25M

Top Sells

Rank Stock Value
1
ALB icon
Albemarle
ALB
+$3.71M
2
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$2.57M
3
FCX icon
Freeport-McMoran
FCX
+$2.54M
4
CAVA icon
CAVA Group
CAVA
+$2.2M
5
TECK icon
Teck Resources
TECK
+$876K

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 18.48%
2 Technology 10.58%
3 Communication Services 9.59%
4 Consumer Staples 8.13%
5 Healthcare 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SE icon
26
Sea Limited
SE
$65.4B
$2.46M 1.81%
29,746
+16,784
+129% +$1.8M
LOW icon
27
Lowe's Companies
LOW
$117B
$2.4M 1.76%
10,157
-368
-3% -$96K
URI icon
28
United Rentals
URI
$67.2B
$2.25M 1.65%
3,083
+116
+4% +$97.4K
CPNG icon
29
Coupang
CPNG
$29.3B
$2.22M 1.63%
117,399
+44,566
+61% +$873K
FSLR icon
30
First Solar
FSLR
$22.7B
$2.2M 1.61%
11,138
-134
-1% -$29.6K
OC icon
31
Owens Corning
OC
$11.2B
$2.16M 1.59%
19,966
+1,483
+8% +$177K
DIS icon
32
Walt Disney
DIS
$167B
$2.14M 1.57%
22,191
-7,499
-25% -$793K
CMG icon
33
Chipotle Mexican Grill
CMG
$47.2B
$2.09M 1.54%
65,334
+4,611
+8% +$171K
ARE icon
34
Alexandria Real Estate Equities
ARE
$8.97B
$2.09M 1.53%
45,031
-4,266
-9% -$225K
CPRT icon
35
Copart
CPRT
$27B
$1.88M 1.38%
56,486
+2,615
+5% +$98.2K
GRAB icon
36
Grab
GRAB
$14.3B
$1.85M 1.36%
506,025
+125,591
+33% +$533K
NXT icon
37
Nextpower Inc
NXT
$13.6B
$1.81M 1.33%
15,034
-3,035
-17% -$336K
PINS icon
38
Pinterest
PINS
$13.4B
$1.7M 1.25%
92,710
+22,022
+31% +$460K
TSM icon
39
TSMC
TSM
$2.1T
$1.68M 1.23%
4,962
-631
-11% -$217K
ALB icon
40
Albemarle
ALB
$13.9B
$1.45M 1.06%
8,054
-21,744
-73% -$3.71M
STRL icon
41
Sterling Infrastructure
STRL
$18.3B
$1.42M 1.04%
3,486
+137
+4% +$53.6K
COST icon
42
Costco
COST
$422B
$1.35M 0.99%
1,359
+141
+12% +$137K
CRWD icon
43
CrowdStrike
CRWD
$194B
$1.28M 0.94%
13,124
+444
+4% +$47K
ENPH icon
44
Enphase Energy
ENPH
$4.96B
$1.25M 0.92%
33,159
+415
+1% +$17.2K
DDOG icon
45
Datadog
DDOG
$95.4B
$1.08M 0.79%
9,135
+161
+2% +$19.9K
PGNY icon
46
Progyny
PGNY
$2.44B
$820K 0.6%
48,287
+1,852
+4% +$39.7K
SHV icon
47
iShares 0-1 Year Treasury Bond ETF
SHV
$20.8B
$613K 0.45%
5,551
-104
-2% -$11.5K
UNP icon
48
Union Pacific
UNP
$174B
$233K 0.17%
960
– –
PUBM icon
49
PubMatic
PUBM
$585M
$133K 0.1%
16,296
-99,314
-86% -$763K
AES icon
50
AES
AES
$10.5B
– –
-16,664
Closed -$239K
1
2
3

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Leibman Financial Services's Q1 2026 Portfolio in Review

As of Q1 2026, Leibman Financial Services held 54 positions worth $136M, down 1.7% from $139M the previous quarter. Its ten largest holdings account for 38% of the portfolio.

Leibman Financial Services's Q1 2026 filing shows 3 new, 26 increased, 19 reduced and 5 closed positions. Its largest new stake was Bristol-Myers Squibb: 66,907 shares worth $4.06M. The largest sale was Albemarle, an estimated $3.71M.

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

  • Leibman Financial Services's largest Q1 2026 buy was Bristol-Myers Squibb: 66,907 shares worth $4.06M.
  • Leibman Financial Services added most to Sea Limited in Q1 2026, an estimated $1.8M increase.
  • Leibman Financial Services's biggest Q1 2026 reduction was Albemarle, cutting an estimated $3.71M.
  • Leibman Financial Services fully exited Caterpillar in Q1 2026, selling an estimated $349K.
  • Leibman Financial Services's ten largest holdings make up 38% of its $136M portfolio in Q1 2026.
  • Leibman Financial Services opened 3 new positions and closed 5 in Q1 2026.
  • Leibman Financial Services's portfolio value fell 1.7% quarter-over-quarter to $136M.

Based on Leibman Financial Services's 13F filing for Q1 2026, filed 13 Apr 2026.