Investor
Leibman Financial Services, Inc.
CIK 0002006661 · filed 2026-04-13 · SEC filing
13F book
$136.2M
Positions
49
3 new · 5 sold
Largest name
9.0%
Wisdomtree Tr
Est. mark
−$4.15M
Price effect on 46 names still held. Flow $1.79M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Wisdomtree Tr | — | 244.5K | $12.3M | 9.0% | $4.9K | Cut−$2.56M |
| Wisdomtree Tr | — | 137.9K | $5.63M | 4.1% | −$724.6K | Added−$481.6K |
| American Centy Etf Tr | — | 53.5K | $5.35M | 3.9% | $315.3K | Cut−$207.7K |
| Berkshire Hathaway Inc Del | — | 9.41K | $4.51M | 3.3% | −$214.4K | Added−$73.5K |
| Teck Resources Ltd | — | 82.7K | $4.28M | 3.1% | $319.4K | Cut−$464.1K |
| Amgen Inc | AMGN | 11.9K | $4.17M | 3.1% | $289.2K | Added$315.9K |
| Wisdomtree Tr | — | 67.6K | $4.06M | 3.0% | $188.4K | Added$290.9K |
| Bristol-Myers Squibb Co | — | 66.9K | $4.06M | 3.0% | — | New |
| T-Mobile Us Inc | — | 18.7K | $3.93M | 2.9% | $114K | Added$653.6K |
| Sprouts Fmrs Mkt Inc | — | 50.5K | $3.89M | 2.9% | — | New |
| Amazon Com Inc | AMZN | 18.5K | $3.86M | 2.8% | −$417.3K | Cut−$538.5K |
| Kinsale Cap Group Inc | — | 9.68K | $3.31M | 2.4% | −$466.8K | Added−$384.4K |
| Caseys Gen Stores Inc | — | 4.45K | $3.24M | 2.4% | $779.3K | Cut$747.8K |
| Target Corp | TGT | 26.3K | $3.19M | 2.3% | $611.9K | Added$627.1K |
| Ishares Tr | — | 88.3K | $3.14M | 2.3% | $440.8K | Added$488.9K |
| Apple Inc. | AAPL | 12.3K | $3.13M | 2.3% | −$222.8K | Cut−$240K |
| Ishares Tr | — | 51.9K | $3.11M | 2.3% | −$484.1K | Added−$289.6K |
| lululemon athletica inc. | LULU | 19.9K | $3.05M | 2.2% | −$1.09M | Cut−$1.56M |
| Cava Group, Inc. | CAVA | 37.2K | $3.01M | 2.2% | $826.4K | Cut−$941.2K |
| Freeport-Mcmoran Inc | FCX | 50K | $2.94M | 2.2% | $399.8K | Cut−$1.74M |
| Mercadolibre Inc | MELI | 1.64K | $2.84M | 2.1% | −$283K | Added$839.2K |
| Alphabet Inc | — | 9.85K | $2.83M | 2.1% | −$265.1K | Cut−$1.02M |
| Prologis Inc. | — | 20.5K | $2.71M | 2.0% | $91.4K | Added$120.4K |
| Cal-Maine Foods Inc | CALM | 33.4K | $2.64M | 1.9% | — | New |
| Trade Desk, Inc. | TTD | 108.7K | $2.47M | 1.8% | −$1.06M | Added−$173.3K |
| Sea Ltd | SE | 29.7K | $2.46M | 1.8% | −$580.2K | Added$809.7K |
| Lowes Cos Inc | — | 10.2K | $2.4M | 1.8% | −$49.4K | Cut−$138.2K |
| United Rentals, Inc. | URI | 3.08K | $2.25M | 1.6% | −$239.6K | Added−$155K |
| Coupang, Inc. | CPNG | 117.4K | $2.22M | 1.6% | −$343K | Added$498.4K |
| First Solar, Inc. | FSLR | 11.1K | $2.2M | 1.6% | −$712.5K | Cut−$747.5K |
| Owens Corning New | — | 20K | $2.16M | 1.6% | −$68.3K | Added$92.2K |
| Disney Walt Co | — | 22.2K | $2.14M | 1.6% | −$386.1K | Cut−$1.24M |
| Chipotle Mexican Grill Inc | CMG | 65.3K | $2.09M | 1.5% | −$303K | Added−$155.4K |
| Alexandria Real Estate Eq In | — | 45K | $2.09M | 1.5% | −$113.5K | Cut−$322.2K |
| Copart Inc | CPRT | 56.5K | $1.88M | 1.4% | −$320.5K | Added−$233.7K |
| Grab Holdings Limited | — | 506K | $1.85M | 1.4% | −$506K | Added−$46.3K |
| Nextpower Inc. | NXT | 15K | $1.81M | 1.3% | $502.7K | Cut$238.4K |
| Pinterest, Inc. | PINS | 92.7K | $1.7M | 1.3% | −$531.6K | Added−$127K |
| Taiwan Semiconductor Mfg Ltd | — | 4.96K | $1.68M | 1.2% | $169K | Cut−$22.7K |
| Albemarle Corp | — | 8.05K | $1.45M | 1.1% | $306.8K | Cut−$2.77M |
| Sterling Infrastructure, Inc. | STRL | 3.49K | $1.42M | 1.0% | $338.4K | Added$394.2K |
| Costco Whsl Corp New | — | 1.36K | $1.35M | 1.0% | $163.3K | Added$303.8K |
| Crowdstrike Hldgs Inc | — | 3.28K | $1.28M | 0.9% | −$248.3K | Added−$205K |
| Enphase Energy, Inc. | ENPH | 33.2K | $1.25M | 0.9% | $188.6K | Added$204.3K |
| Datadog, Inc. | DDOG | 9.13K | $1.08M | 0.8% | −$161K | Added−$142K |
| Progyny, Inc. | PGNY | 48.3K | $819.9K | 0.6% | −$404K | Added−$372.5K |
| Ishares Tr | — | 5.55K | $612.8K | 0.4% | $1.33K | Cut−$10.1K |
| Union Pac Corp | — | 960 | $233K | 0.2% | $10.9K | Held |
| PubMatic, Inc. | PUBM | 16.3K | $133.3K | 0.1% | −$11.2K | Cut−$892.2K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.