Leibman Financial Services, Inc.

Q4 2025 13F-HR Holdings

Location
Louisville, NE
Holdings as of
12/31/2025
Date filed
1/6/2026
Form type
13F-HR
Num holdings
51
Total value ($000)
$138,549
Net value change ($000)
+6,860 (5.2%)
New positions
7
Sold out positions
4
Turnover %
20.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/20/2025 Next filing: 4/13/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
EPI 6,110 NEW
DGS 3,770 NEW
ILF 2,647 NEW
CAVA 2,404 155.4%
CPRT 2,109 NEW
OC 2,068 NEW
KNSL 1,779 93.0%
ALB 1,591 60.6%
FCX 1,310 38.9%
CASY 1,069 75.2%
Top Reduces (Value $000, Stocks/ETFs)
INDA -5,662 -100.0%
AES -3,325 -93.3%
STRL -3,322 -76.4%
TSM -2,733 -61.7%
AMAT -2,519 -100.0%
ARE -2,265 -48.4%
URI -2,110 -46.8%
USFR -1,779 -10.7%
PSTG -1,588 -100.0%
MSFT -1,354 -86.2%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type