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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
SHEL icon
51
Shell
SHEL
$247B
$210K 0.15%
2,856
+12
+0.4% +$884
AMAT icon
52
Applied Materials
AMAT
$427B
– –
-12,303
Closed -$2.52M
INDA icon
53
iShares MSCI India ETF
INDA
$6.64B
– –
-128,100
Closed -$5.66M
P
54
Everpure Inc
P
$27.5B
– –
-18,952
Closed -$1.59M
TSLA icon
55
Tesla
TSLA
$1.29T
– –
-488
Closed -$217K
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.