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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
USFR icon
1
WisdomTree Floating Rate Treasury Fund
USFR
$18.1B
$16.6M 12.64%
331,165
+135,228
+69% +$6.81M
INDA icon
2
iShares MSCI India ETF
INDA
$6.71B
$5.66M 4.3%
128,100
+123,214
+2,522% +$6.59M
AVDV icon
3
Avantis International Small Cap Value ETF
AVDV
$18.9B
$5.35M 4.06%
60,074
+9,959
+20% +$837K
ARE icon
4
Alexandria Real Estate Equities
ARE
$8.88B
$4.68M 3.55%
56,128
+11,625
+26% +$931K
BRK.B icon
5
Berkshire Hathaway Class B
BRK.B
$1.07T
$4.55M 3.45%
9,044
+27
+0.3% +$13.1K
URI icon
6
United Rentals
URI
$71.1B
$4.51M 3.43%
4,725
-685
-13% -$610K
TSM icon
7
TSMC
TSM
$2.09T
$4.43M 3.37%
15,872
-5,539
-26% -$1.35M
STRL icon
8
Sterling Infrastructure
STRL
$20.3B
$4.35M 3.3%
12,801
-1,675
-12% -$475K
AAPL icon
9
Apple
AAPL
$4.89T
$4.18M 3.17%
16,401
+3,340
+26% +$755K
TECK icon
10
Teck Resources
TECK
$29.5B
$4.1M 3.11%
93,407
-2,688
-3% -$97.7K
AMZN icon
11
Amazon
AMZN
$2.5T
$4.04M 3.07%
18,406
-750
-4% -$170K
LULU icon
12
lululemon athletica
LULU
$13B
$3.96M 3%
22,238
+10,522
+90% +$2.11M
AES icon
13
AES
AES
$10.6B
$3.56M 2.71%
270,857
-40,855
-13% -$531K
GOOG icon
14
Alphabet (Google) Class C
GOOG
$3.9T
$3.52M 2.67%
14,462
-7,593
-34% -$1.6M
TMUS icon
15
T-Mobile US
TMUS
$193B
$3.51M 2.66%
14,647
+244
+2% +$59.1K
FCX icon
16
Freeport-McMoran
FCX
$90B
$3.37M 2.56%
85,900
-10,645
-11% -$462K
SMIN icon
17
iShares MSCI India Small-Cap ETF
SMIN
$722M
$3.34M 2.54%
46,618
-2,937
-6% -$218K
AMGN icon
18
Amgen
AMGN
$203B
$3.14M 2.39%
11,140
+165
+2% +$47.9K
FSLR icon
19
First Solar
FSLR
$21.8B
$3.03M 2.3%
13,736
-13,740
-50% -$2.64M
DIS icon
20
Walt Disney
DIS
$165B
$2.97M 2.25%
25,935
+728
+3% +$85.7K
ALB icon
21
Albemarle
ALB
$13.5B
$2.62M 1.99%
32,364
-16,507
-34% -$1.27M
AMAT icon
22
Applied Materials
AMAT
$426B
$2.52M 1.91%
12,303
-2,277
-16% -$413K
LOW icon
23
Lowe's Companies
LOW
$116B
$2.44M 1.86%
9,725
-554
-5% -$136K
TTD icon
24
Trade Desk
TTD
$8.13B
$2.25M 1.71%
45,975
-1,782
-4% -$113K
PLD icon
25
Prologis
PLD
$138B
$2.19M 1.66%
19,107
-353
-2% -$38.8K
1
2 3

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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.