Leibman Financial Services, Inc.
Net seller this quarter
$150M
39
-$4.97M
27.7%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 BRK.B | $4.87M | 3.24% | Not reported | +3.6% | Q4 2023 |
 GOOG | $4.47M | 2.97% | Not reported | +28.5% | Q4 2023 |
 SFM | $4.37M | 2.91% | 0.06% | +2.4% | Q1 2026 |
 TECK | $4.21M | 2.80% | Not reported | -14.4% | Q4 2023 |
 AMZN | $4.21M | 2.80% | 0.00% | -4.8% | Q4 2024 |
 SE | $4.2M | 2.79% | 0.02% | +47.3% | Q3 2025 |
 AMGN | $4.19M | 2.78% | 0.00% | -2.5% | Q4 2023 |
 BMY | $3.98M | 2.64% | 0.00% | +3.1% | Q1 2026 |
 KNSL | $3.65M | 2.43% | 0.05% | +14.3% | Q4 2023 |
 AAPL | $3.49M | 2.32% | 0.00% | -2.1% | Q4 2023 |
 URI | $3.45M | 2.29% | 0.00% | -1.3% | Q4 2023 |
 TMUS | $3.37M | 2.24% | 0.00% | +7.3% | Q2 2024 |
 MELI | $3.29M | 2.19% | 0.00% | +18.3% | Q3 2025 |
 OC | $3.29M | 2.18% | 0.03% | +3.6% | Q4 2025 |
 CASY | $2.83M | 1.88% | 0.01% | -20.1% | Q2 2025 |
 CALM | $2.81M | 1.87% | 0.07% | +4.3% | Q1 2026 |
 DUOL | $2.79M | 1.85% | 0.15% | New | Q2 2026 |
 PLD | $2.75M | 1.83% | 0.00% | -0.7% | Q3 2024 |
 FSLR | $2.74M | 1.82% | 0.01% | +4.4% | Q4 2023 |
 TGT | $2.73M | 1.81% | 0.00% | -20.7% | Q4 2024 |
 SMPL | $2.69M | 1.79% | 0.22% | New | Q2 2026 |
 ARE | $2.69M | 1.79% | 0.03% | +12.9% | Q4 2023 |
 EMBJ | $2.56M | 1.70% | 0.01% | New | Q2 2026 |
 CRWD | $2.42M | 1.61% | 0.00% | -3.3% | Q2 2024 |
 PINS | $2.41M | 1.60% | 0.09% | +23.4% | Q4 2023 |
 COST | $2.35M | 1.56% | 0.00% | +85.0% | Q4 2025 |
 CMG | $2.32M | 1.54% | 0.01% | +4.6% | Q2 2025 |
 DDOG | $2.31M | 1.54% | 0.01% | -2.9% | Q4 2023 |
 TSM | $2.25M | 1.49% | 0.00% | -5.2% | Q4 2023 |
 GRAB | $2.21M | 1.47% | Not reported | +16.0% | Q4 2024 |
 DIS | $2.17M | 1.44% | 0.00% | +1.7% | Q4 2023 |
 CPNG | $2.13M | 1.42% | Not reported | +4.7% | Q3 2025 |
 CPRT | $1.94M | 1.29% | 0.01% | +21.6% | Q4 2025 |
 NXT | $1.4M | 0.93% | 0.01% | -21.7% | Q3 2025 |
 ENPH | $1.18M | 0.78% | 0.02% | -27.8% | Q4 2023 |
 ALB | $1.12M | 0.74% | 0.01% | +2.7% | Q4 2023 |
 FCX | $519K | 0.35% | 0.00% | -83.5% | Q1 2025 |
 LOW | $277K | 0.18% | 0.00% | -87.6% | Q4 2023 |
 DE | $204K | 0.14% | 0.00% | Not reported | Q4 2023 |
| Q1 2026 | |||||
| BRK.B | $4.51M | 3.31% | Not reported | +3.2% | Q4 2023 |
| TECK | $4.28M | 3.14% | Not reported | -16.5% | Q4 2023 |
| AMGN | $4.17M | 3.07% | 0.00% | +0.6% | Q4 2023 |
| BMY | $4.06M | 2.98% | 0.00% | New | Q1 2026 |
| TMUS | $3.93M | 2.88% | 0.00% | +15.9% | Q2 2024 |
| SFM | $3.89M | 2.86% | 0.05% | New | Q1 2026 |
| AMZN | $3.86M | 2.84% | 0.00% | -2.8% | Q4 2024 |
| KNSL | $3.31M | 2.43% | 0.04% | +2.6% | Q4 2023 |
| CASY | $3.24M | 2.38% | 0.01% | -1.3% | Q2 2025 |
| TGT | $3.19M | 2.34% | 0.01% | +0.5% | Q4 2024 |
| AAPL | $3.13M | 2.30% | 0.00% | -0.5% | Q4 2023 |
 LULU | $3.05M | 2.24% | 0.02% | -10.2% | Q3 2024 |
 CAVA | $3.01M | 2.21% | 0.03% | -44.7% | Q2 2025 |
| FCX | $2.94M | 2.16% | 0.00% | -45.7% | Q1 2025 |
| MELI | $2.84M | 2.08% | 0.00% | +65.4% | Q3 2025 |
| GOOG | $2.83M | 2.08% | Not reported | -19.7% | Q4 2023 |
| PLD | $2.71M | 1.99% | 0.00% | +1.1% | Q3 2024 |
| CALM | $2.64M | 1.94% | 0.07% | New | Q1 2026 |
 TTD | $2.47M | 1.81% | Not reported | +56.3% | Q4 2023 |
| SE | $2.46M | 1.81% | 0.02% | +129.5% | Q3 2025 |
| LOW | $2.4M | 1.76% | 0.00% | -3.5% | Q4 2023 |
| URI | $2.25M | 1.65% | 0.00% | +3.9% | Q4 2023 |
| CPNG | $2.22M | 1.63% | Not reported | +61.2% | Q3 2025 |
| FSLR | $2.2M | 1.61% | 0.01% | -1.2% | Q4 2023 |
| OC | $2.16M | 1.59% | 0.02% | +8.0% | Q4 2025 |
| DIS | $2.14M | 1.57% | 0.00% | -25.3% | Q4 2023 |
| CMG | $2.09M | 1.54% | 0.01% | +7.6% | Q2 2025 |
| ARE | $2.09M | 1.53% | 0.03% | -8.7% | Q4 2023 |
| CPRT | $1.88M | 1.38% | 0.01% | +4.9% | Q4 2025 |
| GRAB | $1.85M | 1.36% | Not reported | +33.0% | Q4 2024 |
| NXT | $1.81M | 1.33% | 0.01% | -16.8% | Q3 2025 |
| PINS | $1.7M | 1.25% | 0.07% | +31.2% | Q4 2023 |
| TSM | $1.68M | 1.23% | 0.00% | -11.3% | Q4 2023 |
| ALB | $1.45M | 1.06% | 0.01% | -73.0% | Q4 2023 |
 STRL | $1.42M | 1.04% | 0.01% | +4.1% | Q2 2025 |
| COST | $1.35M | 0.99% | 0.00% | +11.6% | Q4 2025 |
| CRWD | $1.28M | 0.94% | 0.00% | +3.5% | Q2 2024 |
| ENPH | $1.25M | 0.92% | 0.03% | +1.3% | Q4 2023 |
| DDOG | $1.08M | 0.79% | 0.01% | +1.8% | Q4 2023 |
 PGNY | $820K | 0.60% | 0.06% | +4.0% | Q2 2024 |
 UNP | $233K | 0.17% | 0.00% | Not reported | Q4 2023 |
| PUBM | $133K | 0.10% | Not reported | -85.9% | Q2 2024 |
| Q4 2025 | |||||
| TECK | $4.75M | 3.43% | Not reported | +6.1% | Q4 2023 |
| FCX | $4.68M | 3.38% | 0.01% | +7.3% | Q1 2025 |
| LULU | $4.61M | 3.33% | 0.02% | -0.2% | Q3 2024 |
| BRK.B | $4.58M | 3.31% | Not reported | +0.8% | Q4 2023 |
| AMZN | $4.4M | 3.18% | 0.00% | +3.6% | Q4 2024 |
| ALB | $4.21M | 3.04% | 0.03% | -7.9% | Q4 2023 |
| CAVA | $3.95M | 2.85% | 0.06% | +162.9% | Q2 2025 |
| AMGN | $3.86M | 2.79% | 0.00% | +5.8% | Q4 2023 |
| GOOG | $3.85M | 2.78% | Not reported | -15.1% | Q4 2023 |
| KNSL | $3.69M | 2.66% | 0.04% | +109.9% | Q4 2023 |
| DIS | $3.38M | 2.44% | 0.00% | +14.5% | Q4 2023 |
| AAPL | $3.37M | 2.43% | 0.00% | -24.4% | Q4 2023 |
| TMUS | $3.27M | 2.36% | 0.00% | +10.1% | Q2 2024 |
| FSLR | $2.94M | 2.13% | 0.01% | -17.9% | Q4 2023 |
| TTD | $2.64M | 1.90% | Not reported | +51.2% | Q4 2023 |
| PLD | $2.58M | 1.87% | 0.00% | +6.0% | Q3 2024 |
| TGT | $2.56M | 1.85% | 0.01% | +37.0% | Q4 2024 |
| LOW | $2.54M | 1.83% | 0.00% | +8.2% | Q4 2023 |
| CASY | $2.49M | 1.80% | 0.01% | +79.1% | Q2 2025 |
| ARE | $2.41M | 1.74% | 0.03% | -12.2% | Q4 2023 |
| URI | $2.4M | 1.73% | 0.00% | -37.2% | Q4 2023 |
| CMG | $2.25M | 1.62% | 0.00% | +35.4% | Q2 2025 |
| CPRT | $2.11M | 1.52% | 0.01% | New | Q4 2025 |
| OC | $2.07M | 1.49% | 0.02% | New | Q4 2025 |
| MELI | $2M | 1.44% | 0.00% | +136.8% | Q3 2025 |
| GRAB | $1.9M | 1.37% | Not reported | +69.9% | Q4 2024 |
| PINS | $1.83M | 1.32% | 0.06% | +22.5% | Q4 2023 |
| CPNG | $1.72M | 1.24% | Not reported | +104.8% | Q3 2025 |
| TSM | $1.7M | 1.23% | 0.00% | -64.8% | Q4 2023 |
| SE | $1.65M | 1.19% | 0.01% | +89.5% | Q3 2025 |
| NXT | $1.57M | 1.14% | 0.01% | +3.4% | Q3 2025 |
| CRWD | $1.49M | 1.07% | 0.00% | +1.9% | Q2 2024 |
| DDOG | $1.22M | 0.88% | 0.01% | +3.9% | Q4 2023 |
| PGNY | $1.19M | 0.86% | 0.06% | +1.2% | Q2 2024 |
| COST | $1.05M | 0.76% | 0.00% | New | Q4 2025 |
| ENPH | $1.05M | 0.76% | 0.03% | +7.0% | Q4 2023 |
| STRL | $1.03M | 0.74% | 0.01% | -73.8% | Q2 2025 |
| PUBM | $1.03M | 0.74% | Not reported | +10.3% | Q2 2024 |
 CAT | $349K | 0.25% | 0.00% | Not reported | Q4 2023 |
| DE | $310K | 0.22% | 0.00% | -26.2% | Q4 2023 |
 AES | $239K | 0.17% | 0.00% | -93.9% | Q4 2024 |
| UNP | $222K | 0.16% | 0.00% | Not reported | Q4 2023 |
 MSFT | $217K | 0.16% | 0.00% | -85.2% | Q4 2023 |
 SHEL | $210K | 0.15% | 0.00% | +0.4% | Q4 2023 |
| Q3 2025 | |||||
| ARE | $4.68M | 3.55% | 0.03% | +26.1% | Q4 2023 |
| BRK.B | $4.55M | 3.45% | Not reported | +0.3% | Q4 2023 |
| URI | $4.51M | 3.43% | 0.01% | -12.7% | Q4 2023 |
| TSM | $4.43M | 3.37% | 0.00% | -25.9% | Q4 2023 |
| STRL | $4.35M | 3.30% | 0.04% | -11.6% | Q2 2025 |
| AAPL | $4.18M | 3.17% | 0.00% | +25.6% | Q4 2023 |
| TECK | $4.1M | 3.11% | Not reported | -2.8% | Q4 2023 |
| AMZN | $4.04M | 3.07% | 0.00% | -3.9% | Q4 2024 |
| LULU | $3.96M | 3.00% | 0.02% | +89.8% | Q3 2024 |
| AES | $3.56M | 2.71% | 0.04% | -13.1% | Q4 2024 |
| GOOG | $3.52M | 2.67% | Not reported | -34.4% | Q4 2023 |
| TMUS | $3.51M | 2.66% | 0.00% | +1.7% | Q2 2024 |
| FCX | $3.37M | 2.56% | 0.01% | -11.0% | Q1 2025 |
| AMGN | $3.14M | 2.39% | 0.00% | +1.5% | Q4 2023 |
| FSLR | $3.03M | 2.30% | 0.01% | -50.0% | Q4 2023 |
| DIS | $2.97M | 2.25% | 0.00% | +2.9% | Q4 2023 |
| ALB | $2.62M | 1.99% | 0.03% | -33.8% | Q4 2023 |
 AMAT | $2.52M | 1.91% | 0.00% | -15.6% | Q4 2023 |
| LOW | $2.44M | 1.86% | 0.00% | -5.4% | Q4 2023 |
| TTD | $2.25M | 1.71% | Not reported | -3.7% | Q4 2023 |
| PLD | $2.19M | 1.66% | 0.00% | -1.8% | Q3 2024 |
| KNSL | $1.91M | 1.45% | 0.02% | +0.3% | Q4 2023 |
| PINS | $1.86M | 1.41% | 0.05% | +5.1% | Q4 2023 |
| CMG | $1.76M | 1.33% | 0.00% | +4.4% | Q2 2025 |
| TGT | $1.72M | 1.30% | 0.00% | +7.7% | Q4 2024 |
 P | $1.59M | 1.21% | 0.01% | -50.6% | Q4 2023 |
| MSFT | $1.57M | 1.19% | 0.00% | -51.2% | Q4 2023 |
| CAVA | $1.55M | 1.17% | 0.02% | +109.4% | Q2 2025 |
| CRWD | $1.53M | 1.16% | 0.00% | -3.2% | Q2 2024 |
| CASY | $1.42M | 1.08% | 0.01% | -2.4% | Q2 2025 |
| GRAB | $1.35M | 1.02% | Not reported | +1.0% | Q4 2024 |
| NXT | $1.29M | 0.98% | 0.01% | New | Q3 2025 |
| DDOG | $1.23M | 0.93% | 0.01% | -53.0% | Q4 2023 |
| SE | $1.22M | 0.93% | 0.00% | New | Q3 2025 |
| CPNG | $1.15M | 0.87% | Not reported | New | Q3 2025 |
| ENPH | $1.08M | 0.82% | 0.02% | +0.5% | Q4 2023 |
| PGNY | $988K | 0.75% | 0.05% | -0.1% | Q2 2024 |
| MELI | $979K | 0.74% | 0.00% | New | Q3 2025 |
| PUBM | $868K | 0.66% | Not reported | +0.1% | Q2 2024 |
| DE | $412K | 0.31% | 0.00% | -20.0% | Q4 2023 |
| UNP | $227K | 0.17% | 0.00% | Not reported | Q4 2023 |
 TSLA | $217K | 0.16% | 0.00% | -64.4% | Q3 2024 |
| SHEL | $203K | 0.15% | 0.00% | -4.7% | Q4 2023 |