Leibman Financial Services, Inc.
SEC Form 13F institutional filer · CIK 0002006661
13F-HR · 26 reported holdings · 2026-03-31
Reported long-US-equity value
$0.07B
Top-10 concentration
55.7%
Leibman Financial Services, Inc. — $70.8M AUM allocation strategy
Leibman Financial Services, Inc. files SEC Form 13F and reports $70.8M of long US equity value across 26 reported holdings for 2026-03-31.
Its largest sector bet is Consumer Discretionary 16.2%, followed by Communication Services 16.1% and Financials 15.2%.
The top 10 holdings account for 56% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Leibman Financial Services, Inc. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$70.8M
total across 26 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
56% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$TTD +39.2K sh · −$173K+$CMG +4.61K sh · −$155K+$BLK +4.6K sh · +$199K
Biggest trims (shares)
−$FCX −42.1K sh · −$1.74M−$ALB −21.7K sh · −$2.77M−$DIS −7.5K sh · −$1.24M
Exited to nil (held last quarter, gone now)
$CAT ($349K last qtr)$DE ($310K last qtr)$AES ($239K last qtr)$MSFT ($217K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Asset Management & Custody Banks8.8%—
- Multi-Sector Holdings6.4%—
- Biotechnology5.9%—
- Pharmaceuticals5.7%—
- Wireless Telecommunication Services5.6%—
- Broadline Retail5.5%—
- Food Retail4.6%—
- Consumer Staples Merchandise Retail4.5%—
- Other holdings53.1%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $BLK | BlackRock Inc | 140K | $6.25M | +4.6K | 8.8% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 9.41K | $4.51M | +294 | 6.4% |
| $AMGN | Amgen Inc | 11.9K | $4.17M | +76 | 5.9% |
| $BMY | Bristol-Myers Squibb Company | 66.9K | $4.06M | — | 5.7% |
| $TMUS | T-Mobile US Inc | 18.7K | $3.93M | +2.57K | 5.6% |
| $AMZN | Amazon.com Inc | 18.5K | $3.86M | -525 | 5.5% |
| $CASY | Casey's General Stores Inc | 4.45K | $3.24M | -57 | 4.6% |
| $TGT | Target Corporation | 26.3K | $3.19M | +126 | 4.5% |
| $AAPL | Apple Inc | 12.3K | $3.13M | -63 | 4.4% |
| $LULU | lululemon athletica inc | 19.9K | $3.05M | -2.27K | 4.3% |
…and 16 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
Newsletter signup
Free subscription. Daily trading day morning dispatch. No spam.