Leibman Financial Services, Inc.

Q2 2026 13F-HR Holdings

Location
Louisville, NE
Holdings as of
6/30/2026
Date filed
7/14/2026
Form type
13F-HR
Num holdings
46
Total value ($000)
$150,431
Net value change ($000)
+14,238 (10.5%)
New positions
4
Sold out positions
7
Turnover %
12.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 7,543 61.3%
DUOL 2,786 NEW
SMPL 2,689 NEW
EMBJ 2,563 NEW
SE 1,736 70.5%
GOOGL 1,647 58.3%
DDOG 1,231 114.2%
URI 1,202 53.5%
CRWD 1,141 89.1%
DGS 1,140 28.1%
Top Reduces (Value $000, Stocks/ETFs)
LULU -3,051 -100.0%
CAVA -3,010 -100.0%
TTD -2,466 -100.0%
FCX -2,422 -82.4%
LOW -2,123 -88.5%
STRL -1,420 -100.0%
PGNY -820 -100.0%
ILF -712 -22.7%
TMUS -561 -14.3%
TGT -460 -14.4%
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