1y return+15.0%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2023: $128 against $157 in the S&P 500.2
Leibman Financial Services, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| USFRWisdomtree Tr | $19.9M | 13.2% | +61.2% |
| EPIWisdomtree Tr | $6.2M | 4.1% | +4.5% |
| AVDVAmerican Centy Etf Tr | $5.6M | 3.7% | +2.1% |
| DGSWisdomtree Tr | $5.2M | 3.5% | +18.9% |
| BRK/BBerkshire Hathaway Inc Del | $4.9M | 3.2% | +3.6% |
| GOOGAlphabet Inc | $4.5M | 3.0% | +28.5% |
| SFMSprouts Fmrs Mkt Inc | $4.4M | 2.9% | +2.4% |
| TECKTeck Resources Ltd | $4.2M | 2.8% | −14.4% |
| AMZNAmazon Com Inc | $4.2M | 2.8% | −4.8% |
| SESea Ltd | $4.2M | 2.8% | +47.3% |
| AMGNAmgen Inc | $4.2M | 2.8% | −2.5% |
| BMYBristol-myers Squibb Co | $4.0M | 2.6% | +3.1% |
| SMINIshares Tr | $3.8M | 2.6% | +4.6% |
| KNSLKinsale Cap Group Inc | $3.6M | 2.4% | +14.3% |
| AAPLApple Inc | $3.5M | 2.3% | −2.1% |
| URIUnited Rentals Inc | $3.4M | 2.3% | −1.3% |
| TMUST-mobile Us Inc | $3.4M | 2.2% | +7.3% |
| MELIMercadolibre Inc | $3.3M | 2.2% | +18.3% |
| OCOwens Corning New | $3.3M | 2.2% | +3.6% |
| CASYCaseys Gen Stores Inc | $2.8M | 1.9% | −20.1% |
| CALMCal Maine Foods Inc | $2.8M | 1.9% | +4.3% |
| DUOLDuolingo Inc | $2.8M | 1.9% | New |
| PLDPrologis Inc. | $2.8M | 1.8% | |
| FSLRFirst Solar Inc | $2.7M | 1.8% | +4.4% |
| TGTTarget Corp | $2.7M | 1.8% | −20.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| TSMTaiwan Semiconductor Manufac | December 31, 2023 | +359.2% | $2.2M |
| GOOGAlphabet Inc | December 31, 2023 | +150.7% | $4.5M |
| DDOGDatadog Inc | December 31, 2023 | +114.5% | $2.3M |
| CRWDCrowdstrike Hldgs Inc | June 30, 2024 | +99.2% | $2.4M |
| URIUnited Rentals Inc | December 31, 2023 | +97.6% | $3.4M |
| NXTNextpower Inc | September 30, 2025 | +61.0% | $1.4M |
| CASYCaseys Gen Stores Inc | June 30, 2025 | +55.8% | $2.8M |
| AAPLApple Inc | December 31, 2023 | +50.3% | $3.5M |
| OCOwens Corning New | December 31, 2025 | +42.0% | $3.3M |
| TECKTeck Resources Ltd | December 31, 2023 | +40.7% | $4.2M |
Sold off last quarter
- LULULululemon Athletica Inc was $3.1M
- CAVACava Group Inc was $3.0M
- TTDThe Trade Desk Inc was $2.5M
- STRLSterling Infrastructure Inc was $1.4M
- PGNYProgyny Inc was $820K
- UNPUnion Pac Corp was $233K
- PUBMPubmatic Inc was $133K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.1% | +14.8% |
| March 31, 2026 | −1.7% | −4.6% |
| December 31, 2025 | +2.1% | +2.4% |
| September 30, 2025 | +6.1% | +7.8% |
| June 30, 2025 | +5.6% | +10.5% |
| March 31, 2025 | −6.3% | −4.6% |
| December 31, 2024 | −0.4% | +2.1% |
| September 30, 2024 | +3.1% | +5.4% |
| June 30, 2024 | +1.5% | +4.0% |
| March 31, 2024 | +7.8% | +10.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Leibman Financial Services, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2006661&type=13F-HR&dateb=&owner=include&count=40CIK 2006661
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2006661/000200666126000004/Filed July 14, 2026 · accession 0002006661-26-000004