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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
USFR icon
1
WisdomTree Floating Rate Treasury Fund
USFR
$18.1B
$14.9M 10.73%
295,493
-35,672
-11% -$1.8M
EPI icon
2
WisdomTree India Earnings Fund ETF
EPI
$2.04B
$6.11M 4.41%
+131,987
New +$6.04M
AVDV icon
3
Avantis International Small Cap Value ETF
AVDV
$18.6B
$5.55M 4.01%
59,096
-978
-2% -$88.7K
TECK icon
4
Teck Resources
TECK
$28.5B
$4.75M 3.43%
99,097
+5,690
+6% +$246K
FCX icon
5
Freeport-McMoran
FCX
$86.1B
$4.68M 3.38%
92,129
+6,229
+7% +$270K
LULU icon
6
lululemon athletica
LULU
$13.6B
$4.61M 3.33%
22,202
-36
-0.2% -$6.52K
BRK.B icon
7
Berkshire Hathaway Class B
BRK.B
$1.1T
$4.58M 3.31%
9,115
+71
+0.8% +$35.3K
AMZN icon
8
Amazon
AMZN
$2.48T
$4.4M 3.18%
19,066
+660
+4% +$151K
ALB icon
9
Albemarle
ALB
$13.4B
$4.21M 3.04%
29,798
-2,566
-8% -$291K
CAVA icon
10
CAVA Group
CAVA
$7.62B
$3.95M 2.85%
67,324
+41,712
+163% +$2.33M
AMGN icon
11
Amgen
AMGN
$211B
$3.86M 2.79%
11,789
+649
+6% +$206K
GOOG icon
12
Alphabet (Google) Class C
GOOG
$4.11T
$3.85M 2.78%
12,273
-2,189
-15% -$627K
DGS icon
13
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.67B
$3.77M 2.72%
+65,861
New +$3.74M
KNSL icon
14
Kinsale Capital Group
KNSL
$8.59B
$3.69M 2.66%
9,438
+4,942
+110% +$2.02M
SMIN icon
15
iShares MSCI India Small-Cap ETF
SMIN
$753M
$3.4M 2.46%
48,656
+2,038
+4% +$147K
DIS icon
16
Walt Disney
DIS
$171B
$3.38M 2.44%
29,690
+3,755
+14% +$414K
AAPL icon
17
Apple
AAPL
$5.04T
$3.37M 2.43%
12,396
-4,005
-24% -$1.08M
TMUS icon
18
T-Mobile US
TMUS
$195B
$3.27M 2.36%
16,129
+1,482
+10% +$314K
FSLR icon
19
First Solar
FSLR
$21.7B
$2.94M 2.13%
11,272
-2,464
-18% -$621K
ILF icon
20
iShares Latin America 40 ETF
ILF
$3.74B
$2.65M 1.91%
+86,938
New +$2.59M
TTD icon
21
Trade Desk
TTD
$9.07B
$2.64M 1.9%
69,523
+23,548
+51% +$1.04M
PLD icon
22
Prologis
PLD
$137B
$2.58M 1.87%
20,246
+1,139
+6% +$142K
TGT icon
23
Target
TGT
$66.6B
$2.56M 1.85%
26,206
+7,076
+37% +$652K
LOW icon
24
Lowe's Companies
LOW
$122B
$2.54M 1.83%
10,525
+800
+8% +$192K
CASY icon
25
Casey's General Stores
CASY
$32.5B
$2.49M 1.8%
4,506
+1,990
+79% +$1.1M
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.