Leibman Financial Services, Inc.

Q3 2025 13F-HR Holdings

Location
Louisville, NE
Holdings as of
9/30/2025
Date filed
10/20/2025
Form type
13F-HR
Num holdings
48
Total value ($000)
$131,689
Net value change ($000)
+1,615 (1.2%)
New positions
4
Sold out positions
5
Turnover %
13.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/9/2025 Next filing: 1/6/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
USFR 6,790 68.9%
INDA 5,390 1981.6%
AAPL 1,496 55.8%
ARE 1,446 44.7%
AVDV 1,375 34.6%
NXT 1,293 NEW
SE 1,223 NEW
LULU 1,174 42.2%
CPNG 1,145 NEW
STRL 1,008 30.2%
Top Reduces (Value $000, Stocks/ETFs)
EPI -6,009 -100.0%
DG -3,222 -100.0%
GPC -3,034 -100.0%
MSFT -1,520 -49.2%
FSLR -1,519 -33.4%
DDOG -1,238 -50.2%
TTD -1,185 -34.5%
FCX -816 -19.5%
CMG -655 -27.2%
PSTG -622 -28.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type