2026 Q2 Portfolio Activity
In 2026 Q2, Leibman Financial Services, Inc. maintained a portfolio of 53 distinct positions. The most significant new addition was DUOLINGO INC, now representing 1.85% of the total fund value. They heavily accumulated shares in WISDOMTREE TR, increasing the position by 61.2%. Conversely, Leibman Financial Services, Inc. completely exited their position in LULULEMON ATHLETICA INC.
Position History
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Total Positions
53
Quarter
2026 Q2
Top Holding
USFR (13.2%)
Top 10 Concentration
42.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 53
Leibman Financial Services, Inc. Full Holdings List — 2026 Q2
| 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 | 13.20% | 9.04% |
#1
Prev: #1
|
9.0 |
—
|
149,751 | 61.2% |
P
S
|
394,250 | $19,850,511 |
$47.65
+5.9%
|
2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-14 | ||
|
EPI
WISDOMTREE TR
|
ETF | 4.10% | 4.13% |
#2
Prev: #2
|
3.6 |
—
|
6,257 | 4.5% |
P
S
|
144,201 | $6,168,927 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
AVDV
AMERICAN CENTY ...
|
Bond/Debt | 3.74% | 3.92% |
#3
Prev: #3
|
3.0 |
—
|
1,132 | 2.1% |
P
S
|
54,662 | $5,632,941 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
DGS
WISDOMTREE TR
|
ETF | 3.46% | 2.98% |
#4
3
Prev: #7
|
3.9 |
—
|
12,800 | 18.9% |
P
S
|
80,367 | $5,200,519 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 3.24% | 3.31% |
#5
1
Prev: #4
|
2.3 |
—
|
337 | 3.6% |
P
S
|
9,746 | $4,873,093 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 2.97% | 2.08% |
#6
16
Prev: #22
|
3.7 |
—
|
2,808 | 28.5% |
P
S
|
12,662 | $4,473,831 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
SFM
SPROUTS FMRS MK...
|
Consumer Defensive | 2.91% | 2.86% |
#7
3
Prev: #10
|
1.7 |
—
|
1,234 | 2.4% |
P
S
|
51,711 | $4,373,716 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
TECK
TECK RESOURCES ...
|
Basic Materials | 2.80% | 3.14% |
#8
3
Prev: #5
|
1.6 |
—
|
-11,887 | -14.4% |
P
S
|
70,851 | $4,212,791 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 2.80% | 2.84% |
#9
2
Prev: #11
|
1.6 |
—
|
-888 | -4.8% |
P
S
|
17,653 | $4,207,297 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
SE
SEA LTD
|
Consumer Cyclical | 2.79% | 1.81% |
#10
16
Prev: #26
|
3.6 |
—
|
14,070 | 47.3% |
P
S
|
43,816 | $4,198,887 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
AMGN
AMGEN INC
|
Healthcare | 2.78% | 3.07% |
#11
5
Prev: #6
|
1.6 |
—
|
-299 | -2.5% |
P
S
|
11,566 | $4,188,198 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
BMY
BRISTOL-MYERS S...
|
Healthcare | 2.64% | 2.98% |
#12
4
Prev: #8
|
1.6 |
—
|
2,100 | 3.1% |
P
S
|
69,007 | $3,976,211 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
SMIN
ISHARES TR
|
ETF | 2.55% | 2.28% |
#13
4
Prev: #17
|
1.5 |
—
|
2,362 | 4.6% |
P
S
|
54,262 | $3,837,954 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
KNSL
KINSALE CAP GRO...
|
Financial Services | 2.43% | 2.43% |
#14
2
Prev: #12
|
3.0 |
—
|
1,384 | 14.3% |
P
S
|
11,063 | $3,648,585 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
AAPL
APPLE INC
|
Technology | 2.32% | 2.30% |
#15
1
Prev: #16
|
1.4 |
—
|
-257 | -2.1% |
P
S
|
12,076 | $3,494,227 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
URI
UNITED RENTALS ...
|
Industrials | 2.29% | 1.65% |
#16
12
Prev: #28
|
1.4 |
—
|
-39 | -1.3% |
P
S
|
3,044 | $3,448,194 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
TMUS
T-MOBILE US INC
|
Communication Services | 2.24% | 2.88% |
#17
8
Prev: #9
|
2.9 |
—
|
1,369 | 7.3% |
P
S
|
20,067 | $3,365,891 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
MELI
MERCADOLIBRE IN...
|
Consumer Cyclical | 2.19% | 2.08% |
#18
3
Prev: #21
|
2.9 |
—
|
300 | 18.3% |
P
S
|
1,941 | $3,293,879 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
OC
OWENS CORNING N...
|
Industrials | 2.18% | 1.59% |
#19
12
Prev: #31
|
1.4 |
—
|
710 | 3.6% |
P
S
|
20,676 | $3,286,606 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
CASY
CASEYS GEN STOR...
|
Consumer Cyclical | 1.88% | 2.38% |
#20
7
Prev: #13
|
0.8 |
—
|
-893 | -20.1% |
P
S
|
3,556 | $2,826,009 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
CALM
CAL MAINE FOODS...
|
Consumer Defensive | 1.87% | 1.94% |
#21
3
Prev: #24
|
1.2 |
—
|
1,437 | 4.3% |
P
S
|
34,844 | $2,807,010 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
DUOL
DUOLINGO INC
|
Technology | 1.85% | — |
#22
Prev: #—
|
4.2 |
—
|
24,222 | — |
NEW
|
24,222 | $2,786,014 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
PLD
PROLOGIS INC.
|
Real Estate | 1.83% | 1.99% |
#23
Prev: #23
|
1.2 |
—
|
-146 | -0.7% |
P
S
|
20,319 | $2,752,612 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
FSLR
FIRST SOLAR INC
|
Technology | 1.82% | 1.61% |
#24
6
Prev: #30
|
1.2 |
—
|
490 | 4.4% |
P
S
|
11,628 | $2,743,781 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
TGT
TARGET CORP
|
Consumer Defensive | 1.81% | 2.34% |
#25
11
Prev: #14
|
0.7 |
—
|
-5,437 | -20.6% |
P
S
|
20,895 | $2,729,070 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
SMPL
SIMPLY GOOD FOO...
|
Consumer Defensive | 1.79% | — |
#26
Prev: #—
|
4.2 |
—
|
202,479 | — |
NEW
|
202,479 | $2,688,921 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
ARE
ALEXANDRIA REAL...
|
Real Estate | 1.79% | 1.53% |
#27
7
Prev: #34
|
2.7 |
—
|
5,787 | 12.9% |
P
S
|
50,818 | $2,685,753 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
ERJ
EMBRAER S.A.
|
Unknown | 1.70% | — |
#28
Prev: #—
|
4.2 |
—
|
40,176 | — |
NEW
|
40,176 | $2,563,229 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
ILF
ISHARES TR
|
ETF | 1.61% | 2.30% |
#29
14
Prev: #15
|
1.1 |
—
|
-16,472 | -18.7% |
P
S
|
71,820 | $2,423,941 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
CRWD
CROWDSTRIKE HLD...
|
Technology | 1.61% | 0.94% |
#30
13
Prev: #43
|
1.1 |
—
|
-107 | -3.3% |
P
S
|
3,174 | $2,421,909 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
PINS
PINTEREST INC
|
Communication Services | 1.60% | 1.25% |
#31
7
Prev: #38
|
3.1 |
—
|
21,725 | 23.4% |
P
S
|
114,435 | $2,406,578 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 1.56% | 0.99% |
#32
10
Prev: #42
|
3.6 |
—
|
1,155 | 85.0% |
P
S
|
2,514 | $2,351,445 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
CMG
CHIPOTLE MEXICA...
|
Consumer Cyclical | 1.54% | 1.54% |
#33
Prev: #33
|
1.1 |
—
|
3,017 | 4.6% |
P
S
|
68,351 | $2,323,934 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
DDOG
DATADOG INC
|
Technology | 1.54% | 0.79% |
#34
11
Prev: #45
|
1.1 |
—
|
-266 | -2.9% |
P
S
|
8,869 | $2,309,133 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 1.49% | 1.23% |
#35
4
Prev: #39
|
1.1 |
—
|
-256 | -5.2% |
P
S
|
4,706 | $2,247,496 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
GRAB
GRAB HOLDINGS L...
|
Technology | 1.47% | 1.36% |
#36
Prev: #36
|
2.6 |
—
|
80,727 | 16.0% |
P
S
|
586,752 | $2,206,188 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
DIS
DISNEY WALT CO
|
Communication Services | 1.44% | 1.57% |
#37
5
Prev: #32
|
1.1 |
—
|
381 | 1.7% |
P
S
|
22,572 | $2,172,105 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
CPNG
COUPANG INC
|
Consumer Cyclical | 1.42% | 1.63% |
#38
9
Prev: #29
|
1.1 |
—
|
5,503 | 4.7% |
P
S
|
122,902 | $2,134,808 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
CPRT
COPART INC
|
Industrials | 1.29% | 1.38% |
#39
4
Prev: #35
|
3.0 |
—
|
12,170 | 21.5% |
P
S
|
68,656 | $1,935,413 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
NXT
NEXTPOWER INC
|
Technology | 0.93% | 1.33% |
#40
3
Prev: #37
|
0.4 |
—
|
-3,262 | -21.7% |
P
S
|
11,772 | $1,402,516 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
ENPH
ENPHASE ENERGY ...
|
Technology | 0.78% | 0.92% |
#41
3
Prev: #44
|
0.3 |
—
|
-9,215 | -27.8% |
P
S
|
23,944 | $1,179,003 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
ALB
ALBEMARLE CORP
|
Basic Materials | 0.74% | 1.06% |
#42
2
Prev: #40
|
0.8 |
—
|
214 | 2.7% |
P
S
|
8,268 | $1,116,439 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
FCX
FREEPORT-MCMORA...
|
Basic Materials | 0.35% | 2.16% |
#43
23
Prev: #20
|
0.1 |
—
|
-41,783 | -83.5% |
P
S
|
8,256 | $519,137 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
SHV
ISHARES TR
|
ETF | 0.32% | 0.45% |
#44
3
Prev: #47
|
0.1 |
—
|
-1,162 | -20.9% |
P
S
|
4,389 | $484,336 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
LOW
LOWES COS INC
|
Consumer Cyclical | 0.18% | 1.76% |
#45
18
Prev: #27
|
0.1 |
—
|
-8,899 | -87.6% |
P
S
|
1,258 | $277,225 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
DE
DEERE & CO
|
Industrials | 0.14% | — |
#46
Prev: #—
|
3.6 |
—
|
322 | — |
NEW
|
322 | $204,254 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
PUBM
PUBMATIC INC
|
Technology | 0.00% | 0.10% |
Sold All 😨
(Was: #49) |
0.0 |
—
|
-16,296 | -100.0% |
CLOSED
|
— | $— | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
UNP
UNION PAC CORP
|
Industrials | 0.00% | 0.17% |
Sold All 😨
(Was: #48) |
0.0 |
—
|
-960 | -100.0% |
CLOSED
|
— | $— | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
PGNY
PROGYNY INC
|
Healthcare | 0.00% | 0.60% |
Sold All 😨
(Was: #46) |
0.0 |
—
|
-48,287 | -100.0% |
CLOSED
|
— | $— | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
STRL
STERLING INFRAS...
|
Industrials | 0.00% | 1.04% |
Sold All 😨
(Was: #41) |
0.0 |
—
|
-3,486 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-14 |
Showing 1-50 of 53 holdings