☆Leibman Financial Services, Inc.
Quality Q
0.144
AUM ($M)
150
Positions
46
Turnover
0.17
Top-10 wt
42%
Herfindahl
0.038
History (qtrs)
6
Excess Return
not eligible
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Holdings · 53 positions · portfolio value $150M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆USFR funds › | WISDOMTREE TR | ADD | — | 13.2% | +4.2% | 19.9 | 394,250 | +149,751 | 5 | — |
| ☆EPI funds › | WISDOMTREE TR | ADD | — | 4.1% | -0.0% | 6.2 | 144,201 | +6,257 | 3 | — |
| ☆AVDV funds › | AMERICAN CENTY ETF TR | ADD | — | 3.7% | -0.2% | 5.6 | 54,662 | +1,132 | 5 | — |
| ☆DGS funds › | WISDOMTREE TR | ADD | — | 3.5% | +0.5% | 5.2 | 80,367 | +12,800 | 3 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | ADD | — | 3.2% | -0.1% | 4.9 | 9,746 | +337 | 5 | — |
| ☆GOOG funds › | ALPHABET INC | ADD | — | 3.0% | +0.9% | 4.5 | 12,662 | +2,808 | 5 | — |
| ☆SFM funds › | SPROUTS FMRS MKT INC | ADD | — | 2.9% | +0.0% | 4.4 | 51,711 | +1,234 | 2 | — |
| ☆TECK funds › | TECK RESOURCES LTD | TRIM | — | 2.8% | -0.3% | 4.2 | 70,851 | -11,887 | 5 | — |
| ☆AMZN funds › | AMAZON COM INC | TRIM | — | 2.8% | -0.0% | 4.2 | 17,653 | -888 | 5 | — |
| ☆SE funds › | SEA LTD | ADD | — | 2.8% | +1.0% | 4.2 | 43,816 | +14,070 | 4 | — |
| ☆AMGN funds › | AMGEN INC | TRIM | — | 2.8% | -0.3% | 4.2 | 11,566 | -299 | 5 | — |
| ☆BMY funds › | BRISTOL-MYERS SQUIBB CO | ADD | — | 2.6% | -0.3% | 4.0 | 69,007 | +2,100 | 2 | — |
| ☆SMIN funds › | ISHARES TR | ADD | — | 2.6% | +0.3% | 3.8 | 54,262 | +2,362 | 5 | — |
| ☆KNSL funds › | KINSALE CAP GROUP INC | ADD | — | 2.4% | -0.0% | 3.6 | 11,063 | +1,384 | 5 | — |
| ☆AAPL funds › | APPLE INC | TRIM | — | 2.3% | +0.0% | 3.5 | 12,076 | -257 | 5 | — |
| ☆URI funds › | UNITED RENTALS INC | TRIM | — | 2.3% | +0.6% | 3.4 | 3,044 | -39 | 5 | — |
| ☆TMUS funds › | T-MOBILE US INC | ADD | — | 2.2% | -0.6% | 3.4 | 20,067 | +1,369 | 5 | — |
| ☆MELI funds › | MERCADOLIBRE INC | ADD | — | 2.2% | +0.1% | 3.3 | 1,941 | +300 | 4 | — |
| ☆OC funds › | OWENS CORNING NEW | ADD | — | 2.2% | +0.6% | 3.3 | 20,676 | +710 | 3 | — |
| ☆CASY funds › | CASEYS GEN STORES INC | TRIM | — | 1.9% | -0.5% | 2.8 | 3,556 | -893 | 5 | — |
| ☆CALM funds › | CAL MAINE FOODS INC | ADD | — | 1.9% | -0.1% | 2.8 | 34,844 | +1,437 | 2 | — |
| ☆DUOL funds › | DUOLINGO INC | NEW | — | 1.9% | +1.9% | 2.8 | 24,222 | +24,222 | 1 | — |
| ☆PLD funds › | PROLOGIS INC. | TRIM | — | 1.8% | -0.2% | 2.8 | 20,319 | -146 | 5 | — |
| ☆FSLR funds › | FIRST SOLAR INC | ADD | — | 1.8% | +0.2% | 2.7 | 11,628 | +490 | 5 | — |
| ☆TGT funds › | TARGET CORP | TRIM | — | 1.8% | -0.5% | 2.7 | 20,895 | -5,437 | 5 | — |
| ☆SMPL funds › | SIMPLY GOOD FOODS CO | NEW | — | 1.8% | +1.8% | 2.7 | 202,479 | +202,479 | 1 | — |
| ☆ARE funds › | ALEXANDRIA REAL ESTATE EQ IN | ADD | — | 1.8% | +0.3% | 2.7 | 50,818 | +5,787 | 5 | — |
| ☆EMBJ funds › | EMBRAER S.A. | NEW | — | 1.7% | +1.7% | 2.6 | 40,176 | +40,176 | 1 | — |
| ☆ILF funds › | ISHARES TR | TRIM | — | 1.6% | -0.7% | 2.4 | 71,820 | -16,472 | 3 | — |
| ☆CRWD funds › | CROWDSTRIKE HLDGS INC | TRIM | — | 1.6% | +0.7% | 2.4 | 3,174 | -107 | 5 | — |
| ☆PINS funds › | PINTEREST INC | ADD | — | 1.6% | +0.3% | 2.4 | 114,435 | +21,725 | 5 | — |
| ☆COST funds › | COSTCO WHOLESALE CORPORATION | ADD | — | 1.6% | +0.6% | 2.4 | 2,514 | +1,155 | 3 | — |
| ☆CMG funds › | CHIPOTLE MEXICAN GRILL INC | ADD | — | 1.5% | +0.0% | 2.3 | 68,351 | +3,017 | 5 | — |
| ☆DDOG funds › | DATADOG INC | TRIM | — | 1.5% | +0.7% | 2.3 | 8,869 | -266 | 5 | — |
| ☆TSM funds › | TAIWAN SEMICONDUCTOR MANUFAC | TRIM | — | 1.5% | +0.3% | 2.2 | 4,706 | -256 | 5 | — |
| ☆GRAB funds › | GRAB HOLDINGS LIMITED | ADD | — | 1.5% | +0.1% | 2.2 | 586,752 | +80,727 | 5 | — |
| ☆DIS funds › | DISNEY WALT CO | ADD | — | 1.4% | -0.1% | 2.2 | 22,572 | +381 | 5 | — |
| ☆CPNG funds › | COUPANG INC | ADD | — | 1.4% | -0.2% | 2.1 | 122,902 | +5,503 | 4 | — |
| ☆CPRT funds › | COPART INC | ADD | — | 1.3% | -0.1% | 1.9 | 68,656 | +12,170 | 3 | — |
| ☆NXT funds › | NEXTPOWER INC | TRIM | — | 0.9% | -0.4% | 1.4 | 11,772 | -3,262 | 4 | — |
| ☆ENPH funds › | ENPHASE ENERGY INC | TRIM | — | 0.8% | -0.1% | 1.2 | 23,944 | -9,215 | 5 | — |
| ☆ALB funds › | ALBEMARLE CORP | ADD | — | 0.7% | -0.3% | 1.1 | 8,268 | +214 | 5 | — |
| ☆FCX funds › | FREEPORT-MCMORAN INC | TRIM | — | 0.3% | -1.8% | 0.5 | 8,256 | -41,783 | 5 | — |
| ☆SHV funds › | ISHARES TR | TRIM | — | 0.3% | -0.1% | 0.5 | 4,389 | -1,162 | 5 | — |
| ☆LOW funds › | LOWES COS INC | TRIM | — | 0.2% | -1.6% | 0.3 | 1,258 | -8,899 | 5 | — |
| ☆DE funds › | DEERE & CO | NEW | — | 0.1% | +0.1% | 0.2 | 322 | +322 | 1 | — |
| ☆TTD funds › | THE TRADE DESK INC | EXIT | — | 0.0% | -1.8% | 0.0 | 0 | -108,675 | 0 | — |
| ☆CAVA funds › | CAVA GROUP INC | EXIT | — | 0.0% | -2.2% | 0.0 | 0 | -37,207 | 0 | — |
| ☆PUBM funds › | PUBMATIC INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -16,296 | 0 | — |
| ☆LULU funds › | LULULEMON ATHLETICA INC | EXIT | — | 0.0% | -2.2% | 0.0 | 0 | -19,930 | 0 | — |
| ☆STRL funds › | STERLING INFRASTRUCTURE INC | EXIT | — | 0.0% | -1.0% | 0.0 | 0 | -3,486 | 0 | — |
| ☆UNP funds › | UNION PAC CORP | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -960 | 0 | — |
| ☆PGNY funds › | PROGYNY INC | EXIT | — | 0.0% | -0.6% | 0.0 | 0 | -48,287 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 150 | 46 | 0.17 | 42% | 0.038 | 0.144 | — | in |
| 2026Q1 | 136 | 49 | 0.13 | 38% | 0.029 | 0.166 | — | in |
| 2025Q4 | 139 | 51 | 0.23 | 42% | 0.033 | 0.073 | — | in |
| 2025Q3 | 132 | 48 | 0.19 | 44% | 0.038 | 0.111 | — | in |
| 2025Q2 | 130 | 49 | 0.18 | 38% | 0.029 | 0.109 | — | entered |
| 2025Q1 | 129 | 53 | 0.00 | 42% | 0.035 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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