Leibman Financial Services, Inc.

Q3 2026 13F-HR Holdings

Location
Louisville, NE
Holdings as of
9/30/2026
Date filed
10/13/2026
Form type
13F-HR
Num holdings
45
Total value ($000)
$144,978
Net value change ($000)
-5,453 (-3.6%)
New positions
3
Sold out positions
4
Turnover %
12.2%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q2 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)
GEHC 2,444 NEW
GMED 2,371 NEW
ILF 1,975 81.5%
COST 1,686 71.7%
DGS 1,513 29.1%
BMY 1,418 35.7%
AVDV 1,198 21.3%
ALB 1,019 91.3%
TTAN 1,003 NEW
BRK-B 995 20.4%
Top Reduces (Value $000, Stocks/ETFs)
AMGN -4,188 -100.0%
USFR -3,890 -19.6%
SMIN -3,838 -100.0%
TGT -2,729 -100.0%
GOOGL -2,352 -52.6%
ENPH -1,179 -100.0%
SE -1,035 -24.6%
OC -949 -28.9%
SFM -942 -21.5%
DDOG -694 -30.1%
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