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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
CAT icon
51
Caterpillar
CAT
$404B
– –
-610
Closed -$349K
DE icon
52
Deere & Co
DE
$167B
– –
-666
Closed -$310K
MSFT icon
53
Microsoft
MSFT
$3.66T
– –
-449
Closed -$217K
SHEL icon
54
Shell
SHEL
$249B
– –
-2,856
Closed -$210K
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.