Arkolith/Funds/Leibman Financial Services, Inc.

Leibman Financial Services, Inc.

CIK 2006661
Holdings as of Jun 30, 2026·disclosed Jul 14, 2026·~14-day 13F lag·13F-HR
Active Filer

Leibman Financial Services, Inc. holds a diversified book of 46 reported positions worth $150.4M as of Q2 2026 (disclosed Jul 14, 2026, a ~14-day 13F lag). This quarter they opened Duolingo and trimmed Teck Resources Ltd-CLS B. Their largest long position is Wisdomtree Floating Rate Tre at 13% of the reported non-option book.

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
28%
Top 10 holdings
42%
Top 20 holdings
66%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

71% mapped to company sectors

ETFs / funds
29%
Information Technology
17%
Consumer Discretionary
14%
Industrials
11%
Materials
8%
Financials
6%
Health Care
5%
Consumer Staples
5%

+2 sectors below the cut, 6% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Leibman Financial Services, Inc.

Manager / fundShared namesTheir $ in those
Emerald Advisors, LLC9 / 46$604.8M
Hoffman, Alan N Investment Management4 / 46$126.8M
United American Securities Inc. (d/b/a UAS Asset Management)5 / 46$338.3M
H&H International Investment, LLC4 / 46$13.3B
Powszechne Towarzystwo Emerytalne Allianz Polska S.A.4 / 46$203.8M
Greenbrier Partners Capital Management, LLC6 / 46$841.4M
Independent Investors Inc11 / 46$328.9M
Daniel Investment Group, Inc.6 / 46$105.6M

Ranked by the share of each fund's own book sitting in the names it shares with Leibman Financial Services, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

46 positions
#SecurityValueShares% PortLast moveHistory
1Wisdomtree TR
FLOATING RAT TREA
$19.9M394.3K
13.2%
+61%
Added · +150K sh
2Wisdomtree TR
INDIA ERNGS FD
$6.2M144.2K
4.1%
+4.5%
Added · +6K sh
3American Centy ETF TR
INTL SMCP VLU
$5.6M54.7K
3.7%
+2.1%
Added · +1K sh
4Wisdomtree TR
EMG MKTS SMCAP
$5.2M80.4K
3.5%
+19%
Added · +13K sh
5Berkshire Hathaway Inc Del
CL B NEW
$4.9M9.7K
3.2%
+3.6%
Added · +337 sh
6Alphabet Inc
CAP STK CL C
$4.5M12.7K
3.0%
+28%
Added · +3K sh
7Sprouts FMRS MKT Inc
COM
$4.4M51.7K
2.9%
+2.4%
Added · +1K sh
8Teck Resources Ltd
CL B
$4.2M70.9K
2.8%
−14%
Reduced · −12K sh
9Amazon Com Inc
COM
$4.2M17.7K
2.8%
−4.8%
Reduced · −888 sh
10Sea Ltd
SPONSORD ADS
$4.2M43.8K
2.8%
+47%
Added · +14K sh
11Amgen Inc
COM
$4.2M11.6K
2.8%
−2.5%
Reduced · −299 sh
12Bristol-Myers Squibb Co
COM
$4.0M69.0K
2.6%
+3.1%
Added · +2K sh
13Ishares TR
MSCI INDIA SM CP
$3.8M54.3K
2.6%
+4.5%
Added · +2K sh
14Kinsale Cap Group Inc
COM
$3.6M11.1K
2.4%
+14%
Added · +1K sh
15Apple Inc
COM
$3.5M12.1K
2.3%
−2.1%
Reduced · −257 sh
16United Rentals Inc
COM
$3.4M3.0K
2.3%
−1.3%
Reduced · −39 sh
17T-Mobile US Inc
COM
$3.4M20.1K
2.2%
+7.3%
Added · +1K sh
18Mercadolibre Inc
COM
$3.3M1.9K
2.2%
+18%
Added · +300 sh
19Owens Corning New
COM
$3.3M20.7K
2.2%
+3.5%
Added · +710 sh
20Caseys Gen Stores Inc
COM
$2.8M3.6K
1.9%
−20%
Reduced · −893 sh
21Cal Maine Foods Inc
COM NEW
$2.8M34.8K
1.9%
+4.3%
Added · +1K sh
22Duolingo Inc
CL A COM
$2.8M24.2K
1.9%
New
New position
23Prologis Inc.
COM
$2.8M20.3K
1.8%
−0.7%
Reduced · −146 sh
24First Solar Inc
COM
$2.7M11.6K
1.8%
+4.4%
Added · +490 sh
25Target Corp
COM
$2.7M20.9K
1.8%
−21%
Reduced · −5K sh
26Simply Good Foods Co
COM
$2.7M202.5K
1.8%
New
New position
27Alexandria Real Estate Eq In
COM
$2.7M50.8K
1.8%
+13%
Added · +6K sh
28Embraer S.A.
SPONSERD ADS
$2.6M40.2K
1.7%
New
New position
29Ishares TR
LATN AMER 40 ETF
$2.4M71.8K
1.6%
−19%
Reduced · −16K sh
30Crowdstrike Hldgs Inc
CL A
$2.4M3.2K
1.6%
−3.3%
Reduced · −107 sh
31Pinterest Inc
CL A
$2.4M114.4K
1.6%
+23%
Added · +22K sh
32Costco Wholesale Corporation
COM
$2.4M2.5K
1.6%
+85%
Added · +1K sh
33Chipotle Mexican Grill Inc
COM
$2.3M68.4K
1.5%
+4.6%
Added · +3K sh
34Datadog Inc
CL A COM
$2.3M8.9K
1.5%
−2.9%
Reduced · −266 sh
35Taiwan Semiconductor Manufac
SPONSORED ADS
$2.2M4.7K
1.5%
−5.2%
Reduced · −256 sh
36Grab Holdings Limited
CLASS A ORD
$2.2M586.8K
1.5%
+16%
Added · +81K sh
37Disney Walt Co
COM
$2.2M22.6K
1.4%
+1.7%
Added · +381 sh
38Coupang Inc
CL A
$2.1M122.9K
1.4%
+4.7%
Added · +6K sh
39Copart Inc
COM
$1.9M68.7K
1.3%
+22%
Added · +12K sh
40Nextpower Inc
CLASS A COM
$1.4M11.8K
0.9%
−22%
Reduced · −3K sh
41Enphase Energy Inc
COM
$1.2M23.9K
0.8%
−28%
Reduced · −9K sh
42Albemarle Corp
COM
$1.1M8.3K
0.7%
+2.6%
Added · +214 sh
43Freeport-McMoran Inc
CL B
$519K8.3K
0.3%
−84%
Reduced · −42K sh
44Ishares TR
TRUST ISHARE 0-1
$484K4.4K
0.3%
−21%
Reduced · −1K sh
45Lowes Cos Inc
COM
$277K1.3K
0.2%
−88%
Reduced · −9K sh
46Deere & Co
COM
$204K322
0.1%
New
New position
Showing all 46 positions
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Filing history

As-of date vs the date the SEC received each filing

$150.4M · Q2 2026Q3 2024 · $141.1MQ2 2026 · $150.4M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 14, 202614d46$150.4M13F-HR
Q1 2026Mar 31, 2026Apr 13, 202613d49$136.2M13F-HR
Q4 2025Dec 31, 2025Jan 6, 20266d51$138.5M13F-HR
Q3 2025Sep 30, 2025Oct 20, 202520d48$131.7M13F-HR
Q2 2025Jun 30, 2025Jul 9, 20259d49$130.1M13F-HR
Q1 2025Mar 31, 2025Apr 9, 20259d53$128.6M13F-HR
Q4 2024Dec 31, 2024Jan 13, 202513d55$137.1M13F-HR
Q3 2024Sep 30, 2024Oct 8, 20248d57$141.1M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.