Holders — by stockHoldings — by fund
Leibman Financial Services, Inc.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002006661
$150.4M
disclosed book value
46
positions
13.2%
largest position share
Positions, as of 2026-06-30
top 46 of 46 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | USFRWISDOMTREE TR | 394,250 | $19.9M | 13.2% |
| 2 | EPIWISDOMTREE TR | 144,201 | $6.2M | 4.1% |
| 3 | AVDVAMERICAN CENTY ETF TR | 54,662 | $5.6M | 3.7% |
| 4 | DGSWISDOMTREE TR | 80,367 | $5.2M | 3.5% |
| 5 | BRK/BBERKSHIRE HATHAWAY INC DEL | 9,746 | $4.9M | 3.2% |
| 6 | GOOGALPHABET INC | 12,662 | $4.5M | 3% |
| 7 | SFMSPROUTS FMRS MKT INC | 51,711 | $4.4M | 2.9% |
| 8 | TECKTECK RESOURCES LTD | 70,851 | $4.2M | 2.8% |
| 9 | AMZNAMAZON COM INC | 17,653 | $4.2M | 2.8% |
| 10 | SESEA LTD | 43,816 | $4.2M | 2.8% |
| 11 | AMGNAMGEN INC | 11,566 | $4.2M | 2.8% |
| 12 | BMYBRISTOL-MYERS SQUIBB CO | 69,007 | $4.0M | 2.6% |
| 13 | SMINISHARES TR | 54,262 | $3.8M | 2.6% |
| 14 | KNSLKINSALE CAP GROUP INC | 11,063 | $3.6M | 2.4% |
| 15 | AAPLAPPLE INC | 12,076 | $3.5M | 2.3% |
| 16 | URIUNITED RENTALS INC | 3,044 | $3.4M | 2.3% |
| 17 | TMUST-MOBILE US INC | 20,067 | $3.4M | 2.2% |
| 18 | MELIMERCADOLIBRE INC | 1,941 | $3.3M | 2.2% |
| 19 | OCOWENS CORNING NEW | 20,676 | $3.3M | 2.2% |
| 20 | CASYCASEYS GEN STORES INC | 3,556 | $2.8M | 1.9% |
| 21 | CALMCAL MAINE FOODS INC | 34,844 | $2.8M | 1.9% |
| 22 | DUOLDUOLINGO INC | 24,222 | $2.8M | 1.9% |
| 23 | PLDPROLOGIS INC. | 20,319 | $2.8M | 1.8% |
| 24 | FSLRFIRST SOLAR INC | 11,628 | $2.7M | 1.8% |
| 25 | TGTTARGET CORP | 20,895 | $2.7M | 1.8% |
| 26 | SMPLSIMPLY GOOD FOODS CO | 202,479 | $2.7M | 1.8% |
| 27 | AREALEXANDRIA REAL ESTATE EQ IN | 50,818 | $2.7M | 1.8% |
| 28 | EMBJEMBRAER S.A. | 40,176 | $2.6M | 1.7% |
| 29 | ILFISHARES TR | 71,820 | $2.4M | 1.6% |
| 30 | CRWDCROWDSTRIKE HLDGS INC | 3,174 | $2.4M | 1.6% |
| 31 | PINSPINTEREST INC | 114,435 | $2.4M | 1.6% |
| 32 | COSTCOSTCO WHOLESALE CORPORATION | 2,514 | $2.4M | 1.6% |
| 33 | CMGCHIPOTLE MEXICAN GRILL INC | 68,351 | $2.3M | 1.5% |
| 34 | DDOGDATADOG INC | 8,869 | $2.3M | 1.5% |
| 35 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 4,706 | $2.2M | 1.5% |
| 36 | GRABGRAB HOLDINGS LIMITED | 586,752 | $2.2M | 1.5% |
| 37 | DISDISNEY WALT CO | 22,572 | $2.2M | 1.4% |
| 38 | CPNGCOUPANG INC | 122,902 | $2.1M | 1.4% |
| 39 | CPRTCOPART INC | 68,656 | $1.9M | 1.3% |
| 40 | NXTNEXTPOWER INC | 11,772 | $1.4M | 0.9% |
| 41 | ENPHENPHASE ENERGY INC | 23,944 | $1.2M | 0.8% |
| 42 | ALBALBEMARLE CORP | 8,268 | $1.1M | 0.7% |
| 43 | FCXFREEPORT-MCMORAN INC | 8,256 | $519,137 | 0.3% |
| 44 | SHVISHARES TR | 4,389 | $484,336 | 0.3% |
| 45 | LOWLOWES COS INC | 1,258 | $277,225 | 0.2% |
| 46 | DEDEERE & CO | 322 | $204,254 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.