Leibman Financial Services, Inc.
Sector Allocation
- Financials26.5%$38.5M
- Technology16.4%$23.8M
- Consumer Discretionary11.8%$17.0M
- Consumer Staples8.2%$11.9M
- Other8.1%$11.8M
- Industrials7.8%$11.3M
- Healthcare7.0%$10.2M
- Materials6.6%$9.5M
- Communication Services4.0%$5.8M
- Real Estate3.5%$5.1M
AUM History
13fpro.ai/research/fund/leibman-financial-services-inc-2006661
Conviction and streaks
Concentrating · top 10 = 44.3%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
WT
$16.0M- AMERICAN$6.8M
- $6.7M
- $6.2M
BRK.B
$5.9MBMY
$5.4MTECK
$4.5M- ISHARES$4.4M
AMZN
$4.3MCOST
$4.0MAAPL
$3.9MKNSL
$3.8MMELI
$3.5MTMUS
$3.5MSFM
$3.4MDUOL
$3.4MSE
$3.2MEMBJ
$3.1MFSLR
$3.0MURI
$2.9M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/leibman-financial-services-inc-2006661
Leibman Financial Services, Inc. 13F holdings — Q3 2026
$145.0M portfolio (-3.6% QoQ) · 45 holdings · Q3 2026 13F · top 10 are 44% of the stock portfolio
$16.0M
11.0% of stocks
-20%This quarter-2.9%Since filed8+ qtrsHeld- 2
AMERICAN CENTY ETF TR - INTL SMCP VLU
$6.8M
4.7% of stocks
+14%This quarter—Since filed—HeldAIQuality—Est. buy— $6.7M
4.6% of stocks
+32%This quarter-2.9%Since filed8+ qtrsHeld$6.2M
4.3% of stocks
+5%This quarter-2.9%Since filed8+ qtrsHeld$5.9M
4.0% of stocks
+21%This quarter—Since filed8+ qtrsHeld$5.4M
3.7% of stocks
+25%This quarter+8.7%Since filed3 qtrsHeld$4.5M
3.1% of stocks
-3%This quarter-10.3%Since filed8+ qtrsHeld- 8
ISHARES TR - LATN AMER 40 ETF
$4.4M
3.0% of stocks
+78%This quarter—Since filed—HeldAIQuality—Est. buy— $4.3M
3.0% of stocks
-1%This quarter-3.7%Since filed8+ qtrsHeldAIQuality67.5#363Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row$4.0M
2.8% of stocks
+76%This quarter+5.3%Since filed4 qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 4 qtrs in a row
All holdings — Leibman Financial Services, Inc. (Q3 2026)
45 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Apple Inc. | Technology | $3.9M | 2.7% | 12K | -2% | 8+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | Kinsale Capital Group, Inc. | Financials | $3.8M | 2.6% | 12K | +5% | 8+ qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | MERCADOLIBRE INC | Consumer Discretionary | $3.5M | 2.4% | 2,028 | +4% | 5 qtrsAdded 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | T-Mobile US, Inc. | Communication Services | $3.5M | 2.4% | 21K | +6% | 8+ qtrsAdded 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Sprouts Farmers Market, Inc. | Consumer Staples | $3.4M | 2.4% | 52K | +0.0% | 3 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Duolingo, Inc. | Technology | $3.4M | 2.4% | 24K | -0.8% | 2 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Sea Ltdadr | Industrials | $3.2M | 2.2% | 32K | -26% | 5 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | EMBRAER S.A.adr | Industrials | $3.1M | 2.1% | 41K | +1% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | FIRST SOLAR, INC. | Technology | $3.0M | 2.1% | 17K | +48% | 8+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | UNITED RENTALS, INC. | Industrials | $2.9M | 2.0% | 2,897 | -5% | 8+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | Prologis, Inc. | Real Estate | $2.6M | 1.8% | 20K | -0.2% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | CrowdStrike Holdings, Inc. | Technology | $2.6M | 1.8% | 9,632 | +203% | 8+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | CHIPOTLE MEXICAN GRILL INC | Consumer Discretionary | $2.5M | 1.8% | 79K | +16% | 6 qtrsAdded 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | ALEXANDRIA REAL ESTATE EQUITIES, INC. | Real Estate | $2.5M | 1.7% | 52K | +2% | 8+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | GE HealthCare Technologies Inc. | Healthcare | $2.4M | 1.7% | 37K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $DIS | Walt Disney Co | Communication Services | $2.4M | 1.6% | 23K | +0.8% | |||
| 27 | $CALM | CAL-MAINE FOODS INC | Consumer Staples | $2.4M | 1.6% | 35K | +0.1% | |||
| 28 | $GMED | GLOBUS MEDICAL INC | Healthcare | $2.4M | 1.6% | 32K | New | |||
| 29 | $OC | Owens Corning | Materials | $2.3M | 1.6% | 20K | -3% | |||
| 30 | $CPRT | COPART INC | Consumer Discretionary | $2.2M | 1.5% | 81K | +18% | |||
| 31 | $PINS | PINTEREST, INC. | Technology | $2.2M | 1.5% | 115K | +0.6% | |||
| 32 | $CASY | CASEYS GENERAL STORES INC | Consumer Discretionary | $2.1M | 1.5% | 3,531 | -0.7% | |||
| 33 | $ALB | ALBEMARLE CORP | Materials | $2.1M | 1.5% | 20K | +144% | |||
| 34 | $GOOG | Alphabet Inc. | Technology | $2.1M | 1.5% | 6,227 | -51% | |||
| 35 | $CPNG | Coupang, Inc. | Consumer Discretionary | $2.1M | 1.4% | 150K | +22% | |||
| 36 | $SMPL | Simply Good Foods Co | Consumer Staples | $2.1M | 1.4% | 218K | +8% | |||
| 37 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $2.1M | 1.4% | 4,511 | -4% | |||
| 38 | $GRAB | Grab Holdings Ltd | Industrials | $2.0M | 1.4% | 634K | +8% | |||
| 39 | $NXT | Nextpower Inc. | Technology | $2.0M | 1.4% | 25K | +113% | |||
| 40 | $DDOG | Datadog, Inc. | Technology | $1.6M | 1.1% | 5,896 | -34% | |||
| 41 | $TTAN | ServiceTitan, Inc. | Technology | $1.0M | 0.7% | 15K | New | |||
| 42 | $FCX | FREEPORT-MCMORAN INC | Materials | $524K | 0.4% | 7,494 | -9% | |||
| 43 | — | ISHARES TR - TRUST ISHARE 0-1 | — | $521K | 0.4% | 4,721 | +8% | |||
| 44 | $DE | DEERE & CO | Industrials | $216K | 0.1% | 322 | — | |||
| 45 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $204K | 0.1% | 1,106 | -12% |
What changed in Q3 2026
Against the previous quarter's 13F: 3 new, 26 added to, 15 trimmed, 4 sold out. Share-count changes; largest moves by dollar size first.
New positions (3)
Added to (26)
- ISHARES TR - LATN AMER 40 ETF+78%
now $4.4M
now $4.0M · held 4 qtrs, 4 adds in a row
$CRWDCrowdStrike Holdings, Inc.+203%
now $2.6M · held 8+ qtrs
$ALBALBEMARLE CORP+144%
now $2.1M · held 8+ qtrs, 2 adds in a row
now $5.4M · held 3 qtrs, 3 adds in a row
$NXTNextpower Inc.+113%
now $2.0M · held 5 qtrs
+20 more in the Excel export
Trimmed (15)
now $16.0M · held 8+ qtrs
$GOOGAlphabet Inc.-51%
now $2.1M · held 8+ qtrs
now $3.2M · held 5 qtrs
$DDOGDatadog, Inc.-34%
now $1.6M · held 8+ qtrs, 2 trims in a row
now $4.5M · held 8+ qtrs, 3 trims in a row
now $2.9M · held 8+ qtrs, 2 trims in a row
+9 more in the Excel export
Holdings by quarter
Every 13F Leibman Financial Services, Inc. has filed, 11 earlier quarters. Pick one to see what it held then.
Is it too late to follow Leibman Financial Services?
Q3 2026 13F filed with the SEC on Oct 13, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Leibman Financial Services's top 20 holdings: 67/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
-1.6%
Value-weighted move of the 10 largest stock positions
Turnover
12%
Last quarter; 58% over the last 4
Top 10 weight
44%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
81%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Leibman Financial Services, Inc. disclosed 45 positions worth $145.0M in its Form 13F-HR for Q3 2026, led by $WT (WisdomTree, Inc.) at 11.0% of the equity portfolio. During the quarter the fund opened 3 new positions and exited 4 — including a new stake in $GEHC and a full exit from $AMGN. The portfolio is most concentrated in Financials (26.5% of disclosed assets). All figures are sourced directly from Leibman Financial Services, Inc.’s Form 13F-HR filing with the SEC under CIK 2006661.
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AI-Powered Hedge Fund Analysis: Leibman Financial Services, Inc.
13F Pro is an AI hedge fund tracker and stock research platform. For Leibman Financial Services, Inc. (SEC CIK: 2006661), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Leibman Financial Services, Inc.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.