AI Portfolio Summary
In 2026 Q1, Leibman Financial Services, Inc. maintained a portfolio of 54 distinct positions. The most significant new addition to the portfolio was BRISTOL-MYERS SQUIBB, which now represents 2.98% of the total fund value. They heavily accumulated shares in WISDOMTREE TR, increasing their position by 4.5%. Conversely, Leibman Financial Services, Inc. completely exited their position in SHELL PLC.
Total Positions
54
Quarter
2026 Q1
Top Holding
USFR (9.0%)
Top 10 Concentration
38.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 54
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
USFR
WISDOMTREE TR
|
ETF | 9.04% | 10.73% |
#1
Prev: #1
|
6.1 | -50,994 | -17.3% |
P
S
|
244,499 | $12,308,097 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
EPI
WISDOMTREE TR
|
ETF | 4.13% | 4.41% |
#2
Prev: #2
|
3.7 | 5,957 | 4.5% |
P
S
|
137,944 | $5,628,123 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
AVDV
AMERICAN CENTY ...
|
Bond/Debt | 3.92% | 4.01% |
#3
Prev: #3
|
3.1 | -5,566 | -9.4% |
P
S
|
53,530 | $5,345,530 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 3.31% | 3.31% |
#4
3
Prev: #7
|
2.3 | 294 | 3.2% |
P
S
|
9,409 | $4,508,300 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
TECK
TECK RESOURCES ...
|
Basic Materials | 3.14% | 3.43% |
#5
1
Prev: #4
|
2.3 | -16,359 | -16.5% |
P
S
|
82,738 | $4,281,702 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
AMGN
AMGEN INC
|
Healthcare | 3.07% | 2.79% |
#6
5
Prev: #11
|
1.7 | 76 | 0.6% |
P
S
|
11,865 | $4,174,620 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
DGS
WISDOMTREE TR
|
ETF | 2.98% | 2.72% |
#7
6
Prev: #13
|
1.7 | 1,706 | 2.6% |
P
S
|
67,567 | $4,060,800 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
BMY
BRISTOL-MYERS S...
|
Healthcare | 2.98% | — |
#8
Prev: #—
|
4.7 | 66,907 | no change |
NEW
|
66,907 | $4,057,910 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
TMUS
T-MOBILE US INC
|
Communication Services | 2.88% | 2.36% |
#9
9
Prev: #18
|
3.2 | 2,569 | 15.9% |
P
S
|
18,698 | $3,927,189 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
SFM
SPROUTS FMRS MK...
|
Consumer Defensive | 2.86% | — |
#10
Prev: #—
|
4.6 | 50,477 | no change |
NEW
|
50,477 | $3,893,291 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 2.84% | 3.18% |
#11
3
Prev: #8
|
1.6 | -525 | -2.8% |
P
S
|
18,541 | $3,862,172 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
KNSL
KINSALE CAP GRO...
|
Financial Services | 2.43% | 2.66% |
#12
2
Prev: #14
|
1.5 | 241 | 2.6% |
P
S
|
9,679 | $3,306,820 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
CASY
CASEYS GEN STOR...
|
Consumer Cyclical | 2.38% | 1.80% |
#13
12
Prev: #25
|
1.5 | -57 | -1.3% |
P
S
|
4,449 | $3,238,395 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
TGT
TARGET CORP
|
Consumer Defensive | 2.34% | 1.85% |
#14
9
Prev: #23
|
1.4 | 126 | 0.5% |
P
S
|
26,332 | $3,188,762 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
ILF
ISHARES TR
|
ETF | 2.30% | 1.91% |
#15
5
Prev: #20
|
1.4 | 1,354 | 1.6% |
P
S
|
88,292 | $3,136,148 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
AAPL
APPLE INC
|
Technology | 2.30% | 2.43% |
#16
1
Prev: #17
|
1.4 | -63 | -0.5% |
P
S
|
12,333 | $3,129,905 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
SMIN
ISHARES TR
|
ETF | 2.28% | 2.46% |
#17
2
Prev: #15
|
2.9 | 3,244 | 6.7% |
P
S
|
51,900 | $3,111,927 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
LULU
LULULEMON ATHLE...
|
Consumer Cyclical | 2.24% | 3.33% |
#18
12
Prev: #6
|
1.4 | -2,272 | -10.2% |
P
S
|
19,930 | $3,051,283 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
CAVA
CAVA GROUP INC
|
Consumer Cyclical | 2.21% | 2.85% |
#19
9
Prev: #10
|
0.9 | -30,117 | -44.7% |
P
S
|
37,207 | $3,010,046 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
FCX
FREEPORT-MCMORA...
|
Basic Materials | 2.16% | 3.38% |
#20
15
Prev: #5
|
0.9 | -42,090 | -45.7% |
P
S
|
50,039 | $2,941,271 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
MELI
MERCADOLIBRE IN...
|
Consumer Cyclical | 2.08% | 1.44% |
#21
10
Prev: #31
|
3.8 | 649 | 65.4% |
P
S
|
1,641 | $2,837,322 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 2.08% | 2.78% |
#22
10
Prev: #12
|
1.3 | -2,419 | -19.7% |
P
S
|
9,854 | $2,827,099 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
PLD
PROLOGIS INC.
|
Real Estate | 1.99% | 1.87% |
#23
1
Prev: #22
|
1.3 | 219 | 1.1% |
P
S
|
20,465 | $2,705,046 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
CALM
CAL MAINE FOODS...
|
Consumer Defensive | 1.94% | — |
#24
Prev: #—
|
4.3 | 33,407 | no change |
NEW
|
33,407 | $2,640,491 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
TTD
THE TRADE DESK ...
|
Communication Services | 1.81% | 1.90% |
#25
4
Prev: #21
|
3.7 | 39,152 | 56.3% |
P
S
|
108,675 | $2,465,834 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
SE
SEA LTD
|
Consumer Cyclical | 1.81% | 1.19% |
#26
10
Prev: #36
|
3.7 | 16,784 | 129.5% |
P
S
|
29,746 | $2,463,266 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
LOW
LOWES COS INC
|
Consumer Cyclical | 1.76% | 1.83% |
#27
3
Prev: #24
|
1.2 | -368 | -3.5% |
P
S
|
10,157 | $2,399,967 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
URI
UNITED RENTALS ...
|
Industrials | 1.65% | 1.73% |
#28
1
Prev: #27
|
1.2 | 116 | 3.9% |
P
S
|
3,083 | $2,246,036 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
CPNG
COUPANG INC
|
Consumer Cyclical | 1.63% | 1.24% |
#29
5
Prev: #34
|
3.7 | 44,566 | 61.2% |
P
S
|
117,399 | $2,216,493 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
FSLR
FIRST SOLAR INC
|
Technology | 1.61% | 2.13% |
#30
11
Prev: #19
|
1.1 | -134 | -1.2% |
P
S
|
11,138 | $2,197,113 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
OC
OWENS CORNING N...
|
Industrials | 1.59% | 1.49% |
#31
1
Prev: #30
|
2.6 | 1,483 | 8.0% |
P
S
|
19,966 | $2,160,721 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
DIS
DISNEY WALT CO
|
Communication Services | 1.57% | 2.44% |
#32
16
Prev: #16
|
0.6 | -7,499 | -25.3% |
P
S
|
22,191 | $2,138,573 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
CMG
CHIPOTLE MEXICA...
|
Consumer Cyclical | 1.54% | 1.62% |
#33
5
Prev: #28
|
2.6 | 4,611 | 7.6% |
P
S
|
65,334 | $2,091,341 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
ARE
ALEXANDRIA REAL...
|
Real Estate | 1.53% | 1.74% |
#34
8
Prev: #26
|
1.1 | -4,266 | -8.7% |
P
S
|
45,031 | $2,090,337 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
CPRT
COPART INC
|
Industrials | 1.38% | 1.52% |
#35
6
Prev: #29
|
1.1 | 2,615 | 4.9% |
P
S
|
56,486 | $1,875,335 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
GRAB
GRAB HOLDINGS L...
|
Technology | 1.36% | 1.37% |
#36
4
Prev: #32
|
3.0 | 125,591 | 33.0% |
P
S
|
506,025 | $1,852,052 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
NXT
NEXTPOWER INC
|
Technology | 1.33% | 1.14% |
#37
Prev: #37
|
1.0 | -3,035 | -16.8% |
P
S
|
15,034 | $1,812,349 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
PINS
PINTEREST INC
|
Communication Services | 1.25% | 1.32% |
#38
5
Prev: #33
|
3.0 | 22,022 | 31.2% |
P
S
|
92,710 | $1,703,091 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 1.23% | 1.23% |
#39
4
Prev: #35
|
1.0 | -631 | -11.3% |
P
S
|
4,962 | $1,676,847 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
ALB
ALBEMARLE CORP
|
Basic Materials | 1.06% | 3.04% |
#40
31
Prev: #9
|
0.4 | -21,744 | -73.0% |
P
S
|
8,054 | $1,445,955 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
STRL
STERLING INFRAS...
|
Industrials | 1.04% | 0.74% |
#41
2
Prev: #43
|
0.9 | 137 | 4.1% |
P
S
|
3,486 | $1,419,743 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.99% | 0.76% |
#42
1
Prev: #41
|
2.4 | 141 | 11.6% |
P
S
|
1,359 | $1,354,200 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
CRWD
CROWDSTRIKE HLD...
|
Technology | 0.94% | 1.07% |
#43
5
Prev: #38
|
0.9 | 111 | 3.5% |
P
S
|
3,281 | $1,280,740 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
ENPH
ENPHASE ENERGY ...
|
Technology | 0.92% | 0.76% |
#44
2
Prev: #42
|
0.9 | 415 | 1.3% |
P
S
|
33,159 | $1,253,742 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
DDOG
DATADOG INC
|
Technology | 0.79% | 0.88% |
#45
6
Prev: #39
|
0.8 | 161 | 1.8% |
P
S
|
9,135 | $1,078,387 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
PGNY
PROGYNY INC
|
Healthcare | 0.60% | 0.86% |
#46
6
Prev: #40
|
0.7 | 1,852 | 4.0% |
P
S
|
48,287 | $819,905 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
SHV
ISHARES TR
|
ETF | 0.45% | 0.45% |
#47
2
Prev: #45
|
0.7 | -104 | -1.8% |
P
S
|
5,551 | $612,785 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
UNP
UNION PAC CORP
|
Industrials | 0.17% | 0.16% |
#48
1
Prev: #49
|
1.1 | no change | no change |
P
S
|
960 | $232,963 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
PUBM
PUBMATIC INC
|
Technology | 0.10% | 0.74% |
#49
5
Prev: #44
|
0.0 | -99,314 | -85.9% |
P
S
|
16,296 | $133,301 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
SHEL
SHELL PLC
|
Energy | 0.00% | 0.15% |
Sold All 😨
(Was: #51) |
0.0 | -2,856 | -100.0% |
CLOSED
|
— | $— | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 |
Showing 1-50 of 54 holdings