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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
+10.68%
1 Year Est. Return
+20.45%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$150M
AUM Growth
+$14.2M
Cap. Flow
+$3.51M
Cap. Flow %
2.34%
Top 10 Hldgs %
42.01%
Holding
53
New
4
Increased
25
Reduced
17
Closed
7

Top Buys

Rank Stock Value
1
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$7.55M
2
DUOL icon
Duolingo
DUOL
+$2.65M
3
SMPL icon
Simply Good Foods
SMPL
+$2.5M
4
EMBJ
Embraer S.A. ADS
EMBJ
+$2.47M
5
SE icon
Sea Limited
SE
+$1.24M

Top Sells

Rank Stock Value
1
LULU icon
lululemon athletica
LULU
+$3.05M
2
CAVA icon
CAVA Group
CAVA
+$3.01M
3
FCX icon
Freeport-McMoran
FCX
+$2.69M
4
TTD icon
Trade Desk
TTD
+$2.47M
5
LOW icon
Lowe's Companies
LOW
+$2.02M

Sector Composition

Rank Sector Weight
1 Technology 13.82%
2 Consumer Discretionary 12.8%
3 Consumer Staples 9.94%
4 Communication Services 8.26%
5 Industrials 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
STRL icon
51
Sterling Infrastructure
STRL
$16.5B
– –
-3,486
Closed -$1.42M
TTD icon
52
Trade Desk
TTD
$8.89B
– –
-108,675
Closed -$2.47M
UNP icon
53
Union Pacific
UNP
$175B
– –
-960
Closed -$233K
1 2
3

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LM
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RB
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CRIG
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WBCM
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Leibman Financial Services's Q2 2026 Portfolio in Review

As of Q2 2026, Leibman Financial Services held 53 positions worth $150M, up 10% from $136M the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Leibman Financial Services's Q2 2026 filing shows 4 new, 25 increased, 17 reduced and 7 closed positions. Its largest new stake was Duolingo: 24,222 shares worth $2.79M. The largest sale was lululemon athletica, an estimated $3.05M.

By sector, the portfolio is most concentrated in Technology at 14% of assets, up from 11% a quarter earlier, followed by Consumer Discretionary and Consumer Staples.

  • Leibman Financial Services's largest Q2 2026 buy was Duolingo: 24,222 shares worth $2.79M.
  • Leibman Financial Services added most to WisdomTree Floating Rate Treasury Fund in Q2 2026, an estimated $7.55M increase.
  • Leibman Financial Services's biggest Q2 2026 reduction was Freeport-McMoran, cutting an estimated $2.69M.
  • Leibman Financial Services fully exited lululemon athletica in Q2 2026, selling an estimated $3.05M.
  • Leibman Financial Services's ten largest holdings make up 42% of its $150M portfolio in Q2 2026.
  • Leibman Financial Services opened 4 new positions and closed 7 in Q2 2026.
  • Leibman Financial Services's portfolio value rose 10% quarter-over-quarter to $150M.

Based on Leibman Financial Services's 13F filing for Q2 2026, filed 14 Jul 2026.