Leibman Financial Services, Inc.

Q1 2026 13F-HR Holdings

Location
Louisville, NE
Holdings as of
3/31/2026
Date filed
4/13/2026
Form type
13F-HR
Num holdings
49
Total value ($000)
$136,193
Net value change ($000)
-2,356 (-1.7%)
New positions
3
Sold out positions
5
Turnover %
8.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
BMY 4,058 NEW
SFM 3,893 NEW
CALM 2,640 NEW
MELI 839 42.0%
SE 809 48.9%
CASY 747 30.0%
TMUS 653 19.9%
TGT 627 24.5%
CPNG 498 29.0%
ILF 489 18.5%
Top Reduces (Value $000, Stocks/ETFs)
ALB -2,769 -65.7%
USFR -2,561 -17.2%
FCX -1,738 -37.1%
LULU -1,563 -33.9%
DIS -1,239 -36.7%
GOOGL -1,024 -26.6%
CAVA -941 -23.8%
PUBM -892 -87.0%
FSLR -748 -25.4%
AMZN -539 -12.2%
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.
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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