Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Wisdomtree TRFLOATING RAT TREA | FLOATING RAT TREA | $19.9M | 13.2% |
| Wisdomtree TRINDIA ERNGS FD | INDIA ERNGS FD | $6.17M | 4.1% |
| American Centy ETF TRINTL SMCP VLU | INTL SMCP VLU | $5.63M | 3.7% |
| Wisdomtree TREMG MKTS SMCAP | EMG MKTS SMCAP | $5.2M | 3.5% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $4.87M | 3.2% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $4.47M | 3.0% |
| Sprouts Fmrs Mkt Inc.COM | COM | $4.37M | 2.9% |
| Teck Resources LtdCL B | CL B | $4.21M | 2.8% |
| Amazon Com Inc.COM | COM | $4.21M | 2.8% |
| Sea LtdSPONSORD ADS | SPONSORD ADS | $4.2M | 2.8% |
| Amgen Inc.COM | COM | $4.19M | 2.8% |
| Bristol-myers Squibb COCOM | COM | $3.98M | 2.6% |
| iShares TRMSCI INDIA SM CP | MSCI INDIA SM CP | $3.84M | 2.6% |
| Kinsale Cap Group Inc.COM | COM | $3.65M | 2.4% |
| Apple Inc.COM | COM | $3.49M | 2.3% |
| United Rentals Inc.COM | COM | $3.45M | 2.3% |
| T-mobile US Inc.COM | COM | $3.37M | 2.2% |
| Mercadolibre Inc.COM | COM | $3.29M | 2.2% |
| Owens Corning NewCOM | COM | $3.29M | 2.2% |
| Caseys Gen Stores Inc.COM | COM | $2.83M | 1.9% |
| Cal Maine Foods Inc.COM NEW | COM NEW | $2.81M | 1.9% |
| Duolingo Inc.CL A COM | CL A COM | $2.79M | 1.9% |
| Prologis Inc..COM | COM | $2.75M | 1.8% |
| First Solar Inc.COM | COM | $2.74M | 1.8% |
| Target Corp.COM | COM | $2.73M | 1.8% |
| Simply Good Foods COCOM | COM | $2.69M | 1.8% |
| Alexandria Real Estate EQ INCOM | COM | $2.69M | 1.8% |
| Embraer S.A.SPONSERD ADS | SPONSERD ADS | $2.56M | 1.7% |
| iShares TRLATN AMER 40 ETF | LATN AMER 40 ETF | $2.42M | 1.6% |
| Crowdstrike Hldgs Inc.CL A | CL A | $2.42M | 1.6% |
| Pinterest Inc.CL A | CL A | $2.41M | 1.6% |
| Costco Wholesale CorporationCOM | COM | $2.35M | 1.6% |
| Chipotle Mexican Grill Inc.COM | COM | $2.32M | 1.5% |
| Datadog Inc.CL A COM | CL A COM | $2.31M | 1.5% |
| Taiwan Semiconductor ManufacSPONSORED ADS | SPONSORED ADS | $2.25M | 1.5% |
| Grab Holdings LimitedCLASS A ORD | CLASS A ORD | $2.21M | 1.5% |
| Disney Walt COCOM | COM | $2.17M | 1.4% |
| Coupang Inc.CL A | CL A | $2.13M | 1.4% |
| Copart Inc.COM | COM | $1.94M | 1.3% |
| Nextpower Inc.CLASS A COM | CLASS A COM | $1.4M | 0.9% |
| Enphase Energy Inc.COM | COM | $1.18M | 0.8% |
| Albemarle Corp.COM | COM | $1.12M | 0.7% |
| Freeport-mcmoran Inc.CL B | CL B | $519K | 0.3% |
| iShares TRTRUST ISHARE 0-1 | TRUST ISHARE 0-1 | $484K | 0.3% |
| Lowes Cos Inc.COM | COM | $277K | 0.2% |
| Deere & COCOM | COM | $204K | 0.1% |
Wisdomtree TRFLOATING RAT TREA$19.9M
- Class
- FLOATING RAT TREA
- Share
- 13.2%
Wisdomtree TRINDIA ERNGS FD$6.17M
- Class
- INDIA ERNGS FD
- Share
- 4.1%
American Centy ETF TRINTL SMCP VLU$5.63M
- Class
- INTL SMCP VLU
- Share
- 3.7%
Wisdomtree TREMG MKTS SMCAP$5.2M
- Class
- EMG MKTS SMCAP
- Share
- 3.5%
Berkshire Hathaway Inc. DelCL B NEW$4.87M
- Class
- CL B NEW
- Share
- 3.2%
Alphabet Inc.CAP STK CL C$4.47M
- Class
- CAP STK CL C
- Share
- 3.0%
Sprouts Fmrs Mkt Inc.COM$4.37M
- Class
- COM
- Share
- 2.9%
Teck Resources LtdCL B$4.21M
- Class
- CL B
- Share
- 2.8%
Amazon Com Inc.COM$4.21M
- Class
- COM
- Share
- 2.8%
Sea LtdSPONSORD ADS$4.2M
- Class
- SPONSORD ADS
- Share
- 2.8%
Amgen Inc.COM$4.19M
- Class
- COM
- Share
- 2.8%
Bristol-myers Squibb COCOM$3.98M
- Class
- COM
- Share
- 2.6%
iShares TRMSCI INDIA SM CP$3.84M
- Class
- MSCI INDIA SM CP
- Share
- 2.6%
Kinsale Cap Group Inc.COM$3.65M
- Class
- COM
- Share
- 2.4%
Apple Inc.COM$3.49M
- Class
- COM
- Share
- 2.3%
United Rentals Inc.COM$3.45M
- Class
- COM
- Share
- 2.3%
T-mobile US Inc.COM$3.37M
- Class
- COM
- Share
- 2.2%
Mercadolibre Inc.COM$3.29M
- Class
- COM
- Share
- 2.2%
Owens Corning NewCOM$3.29M
- Class
- COM
- Share
- 2.2%
Caseys Gen Stores Inc.COM$2.83M
- Class
- COM
- Share
- 1.9%
Cal Maine Foods Inc.COM NEW$2.81M
- Class
- COM NEW
- Share
- 1.9%
Duolingo Inc.CL A COM$2.79M
- Class
- CL A COM
- Share
- 1.9%
Prologis Inc..COM$2.75M
- Class
- COM
- Share
- 1.8%
First Solar Inc.COM$2.74M
- Class
- COM
- Share
- 1.8%
Target Corp.COM$2.73M
- Class
- COM
- Share
- 1.8%
Simply Good Foods COCOM$2.69M
- Class
- COM
- Share
- 1.8%
Alexandria Real Estate EQ INCOM$2.69M
- Class
- COM
- Share
- 1.8%
Embraer S.A.SPONSERD ADS$2.56M
- Class
- SPONSERD ADS
- Share
- 1.7%
iShares TRLATN AMER 40 ETF$2.42M
- Class
- LATN AMER 40 ETF
- Share
- 1.6%
Crowdstrike Hldgs Inc.CL A$2.42M
- Class
- CL A
- Share
- 1.6%
Pinterest Inc.CL A$2.41M
- Class
- CL A
- Share
- 1.6%
Costco Wholesale CorporationCOM$2.35M
- Class
- COM
- Share
- 1.6%
Chipotle Mexican Grill Inc.COM$2.32M
- Class
- COM
- Share
- 1.5%
Datadog Inc.CL A COM$2.31M
- Class
- CL A COM
- Share
- 1.5%
Taiwan Semiconductor ManufacSPONSORED ADS$2.25M
- Class
- SPONSORED ADS
- Share
- 1.5%
Grab Holdings LimitedCLASS A ORD$2.21M
- Class
- CLASS A ORD
- Share
- 1.5%
Disney Walt COCOM$2.17M
- Class
- COM
- Share
- 1.4%
Coupang Inc.CL A$2.13M
- Class
- CL A
- Share
- 1.4%
Copart Inc.COM$1.94M
- Class
- COM
- Share
- 1.3%
Nextpower Inc.CLASS A COM$1.4M
- Class
- CLASS A COM
- Share
- 0.9%
Enphase Energy Inc.COM$1.18M
- Class
- COM
- Share
- 0.8%
Albemarle Corp.COM$1.12M
- Class
- COM
- Share
- 0.7%
Freeport-mcmoran Inc.CL B$519K
- Class
- CL B
- Share
- 0.3%
iShares TRTRUST ISHARE 0-1$484K
- Class
- TRUST ISHARE 0-1
- Share
- 0.3%
Lowes Cos Inc.COM$277K
- Class
- COM
- Share
- 0.2%
Deere & COCOM$204K
- Class
- COM
- Share
- 0.1%
The share class is shown on a wider screen.
The 46 largest of 46 positions by value, with holdings of the same security combined. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 2006661
- File number
- 028-23487
- Options
- 0 call, 0 put
- In the 25 largest
- 74.7%
- Prior quarter
- $136M at 31 March 2026
- Positions opened
- 4
- Positions closed
- 7
Common questions
What are Leibman Financial Servces’ 13F holdings worth?
$150 million across 46 positions for the quarter ended 30 June 2026.
What is Leibman Financial Servces’ largest 13F holding?
WISDOMTREE TR (FLOATING RAT TREA) was the largest position at $19.9 million, or 13.2% of reported 13F value, as of 30 June 2026.
How concentrated is Leibman Financial Servces’ 13F portfolio?
The ten largest positions accounted for 42.0% of reported value and the twenty-five largest for 74.7%, across 46 positions as of 30 June 2026.
Does Form 13F show everything Leibman Financial Servces manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Leibman Financial Servces file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.