Loading…
CIK 0002006661 • 6 13F filings • Apr 9, 2025 – Jul 14, 2026
Import this data to Google Sheets with:
=jivedata("leibman-financial-services-inc-0002006661-filer","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AES CORP | COM | $3.8M | 3.0% | 306,246 SH | |
| ALBEMARLE CORP | COM | $3.1M | 2.4% | 42,634 SH | |
| ALEXANDERIA REAL ESTATE EQ IN | COM | $3.9M | 3.0% | 42,231 SH | |
| ALPHABET INC | CAP STK CL C | $3.9M | 3.0% | 24,778 SH | |
| AMAZON COM INC | COM | $2.3M | 1.8% | 11,847 SH | |
| AMGEN INC | COM | $3.9M | 3.0% | 12,470 SH | |
| APPLE INC | COM | $3.2M | 2.5% | 14,372 SH | |
| APPLIED MATERIALS | COM | $2.2M | 1.7% | 15,327 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $5.7M | 4.4% | 10,701 SH | |
| CARRIER GLOBAL CORPORATION | COM | $238K | 0.2% | 3,752 SH | |
| CATERPILLAR INC | COM | $248K | 0.2% | 751 SH | |
| CHEVRON CORP NEW | COM | $3.3M | 2.5% | 19,573 SH | |
| CROWDSTRIKE HLDGS INC | CL A | $1.1M | 0.9% | 3,134 SH | |
| DATADOG INC | CL A COM | $1.7M | 1.3% | 16,735 SH | |
| DEERE & CO | COM | $3.2M | 2.5% | 6,849 SH | |
| DISNEY WALT CO | COM | $3.1M | 2.4% | 31,317 SH | |
| DOLLAR GEN CORP NEW | COM | $2.4M | 1.9% | 27,412 SH | |
| ENPHASE ENERGY INC | COM | $1.8M | 1.4% | 29,474 SH | |
| FIRST SOLAR INC | COM | $2.5M | 1.9% | 19,797 SH | |
| FREEPORT-MCMORAN INC | CL B | $4.0M | 3.1% | 105,097 SH | |
| GENUINE PARTS CO | COM | $3.1M | 2.4% | 25,648 SH | |
| GRAB HOLDINGS LIMITED | CLASS A ORD | $914K | 0.7% | 201,858 SH | |
| ISHARES TR | MSCI INDIA ETF | $271K | 0.2% | 5,271 SH | |
| ISHARES TR | MSCI INDIA SM CP | $3.2M | 2.5% | 46,552 SH | |
| ISHARES TR | SHORT TREAS BD | $1.1M | 0.8% | 9,655 SH | |
| KINSALE CAP GROUP INC | COM | $2.3M | 1.8% | 4,651 SH | |
| LOWES COS INC | COM | $2.8M | 2.2% | 11,941 SH | |
| LULULEMON ATHLETICA INC | COM | $3.2M | 2.5% | 11,296 SH | |
| MAGNA INTL INC | COM | $212K | 0.2% | 6,241 SH | |
| MERITAGE HOMES CORP | COM | $1.7M | 1.3% | 23,905 SH | |
| MICROSOFT | COM | $2.8M | 2.1% | 7,347 SH | |
| NUCOR CORP | COM | $238K | 0.2% | 1,974 SH | |
| PINTEREST INC | CL A | $1.6M | 1.3% | 52,439 SH | |
| PROGYNY INC | COM | $1.0M | 0.8% | 45,433 SH | |
| PROLOGIS INC. | COM | $2.1M | 1.6% | 18,782 SH | |
| PUBMATIC INC | COM CL A | $577K | 0.4% | 63,184 SH | |
| PURE STORAGE INC | CL A | $1.7M | 1.3% | 38,410 SH | |
| RELIANCE INC | COM | $208K | 0.2% | 719 SH | |
| ROCKWELL AUTOMATION INC | COM | $1.2M | 0.9% | 4,660 SH | |
| RTX CORPORATION | COM | $506K | 0.4% | 3,822 SH | |
| SHELL PLC | SPON ADS | $577K | 0.4% | 7,880 SH | |
| SOUTHWEST AIRLS CO | COM | $465K | 0.4% | 13,843 SH | |
| T-MOBILE US INC | COM | $3.8M | 3.0% | 14,381 SH | |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $4.1M | 3.2% | 24,875 SH | |
| TARGET CORP | COM | $1.8M | 1.4% | 16,898 SH | |
| TECK RESOURCES LTD | CL B | $3.6M | 2.8% | 99,091 SH | |
| TESLA INC | COM | $428K | 0.3% | 1,651 SH | |
| THE TRADE DESK INC | COM CL A | $2.2M | 1.7% | 40,332 SH | |
| UNION PAC CORP | COM | $641K | 0.5% | 2,712 SH | |
| UNITED RENTALS INC | COM | $4.1M | 3.2% | 6,603 SH | |
| WALMART INC | COM | $700K | 0.5% | 7,978 SH | |
| WISDOMTREE TR | FLOATING RAT TREA | $14.7M | 11.4% | 291,160 SH | |
| WISDOMTREE TR | INDIA ERNGS FD | $5.5M | 4.3% | 125,352 SH |
| Q3 2025 |
| 13F-HR |
| 0002006661-25-000010 |
| $131.7M |
| View |
| Jul 14, 2026 | Q2 2026 | 13F-HR | 0002006661-26-000004 | $150.4M | View |
| Jul 9, 2025 | Q2 2025 | 13F-HR | 0002006661-25-000007 | $130.1M | View |
| Apr 13, 2026 | Q1 2026 | 13F-HR | 0002006661-26-000003 | $136.2M | View |
| Apr 9, 2025 | Q1 2025 | 13F-HR | 0002006661-25-000006 | $128.6M | View |