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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
+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
GPC icon
51
Genuine Parts
GPC
$18.2B
– –
-25,008
Closed -$3.03M
RS icon
52
Reliance Steel & Aluminium
RS
$21.2B
– –
-719
Closed -$226K
WMT icon
53
Walmart Inc
WMT
$879B
– –
-2,559
Closed -$250K
1 2
3

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RB
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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.