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 | $239K | 0.2%Prev: 2.7% | 16,664 SH | Decreased-254,193 SH |
| ALBEMARLE CORP | COM | $4.2M | 3.0%Prev: 2.0% | 29,798 SH | Increased-2,566 SH |
| ALEXANDRIA REAL ESTATE EQ IN | COM | $2.4M | 1.7%Prev: 3.6% | 49,297 SH | Decreased-6,831 SH |
| ALPHABET INC | CAP STK CL C | $3.9M | 2.8%Prev: 2.7% | 12,273 SH | Increased-2,189 SH |
| AMAZON COM INC | COM | $4.4M | 3.2%Prev: 3.1% | 19,066 SH | Increased+660 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $5.6M | 4.0%Prev: 4.1% | 59,096 SH | Increased-978 SH |
| AMGEN INC | COM | $3.9M | 2.8%Prev: 2.4% | 11,789 SH | Increased+649 SH |
| APPLE INC | COM | $3.4M | 2.4%Prev: 3.2% | 12,396 SH | Decreased-4,005 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $4.6M | 3.3%Prev: 3.5% | 9,115 SH | Increased+71 SH |
| CASEYS GEN STORES INC | COM | $2.5M | 1.8%Prev: 1.1% | 4,506 SH | Increased+1,990 SH |
| CATERPILLAR INC | COM | $349K | 0.3% | 610 SH | New |
| CAVA GROUP INC | COM | $4.0M | 2.9%Prev: 1.2% | 67,324 SH | Increased+41,712 SH |
| CHIPOTLE MEXICAN GRILL INC | COM | $2.2M | 1.6%Prev: 1.3% | 60,723 SH | Increased+15,888 SH |
| COPART INC | COM | $2.1M | 1.5% | 53,871 SH | New |
| COSTCO WHSL CORP NEW | COM | $1.1M | 0.8% | 1,218 SH | New |
| COUPANG INC | CL A | $1.7M | 1.2%Prev: 0.9% | 72,833 SH | Increased+37,268 SH |
| CROWDSTRIKE HLDGS INC | CL A | $1.5M | 1.1%Prev: 1.2% | 3,170 SH | Decreased+59 SH |
| DATADOG INC | CL A COM | $1.2M | 0.9%Prev: 0.9% | 8,974 SH | Decreased+333 SH |
| DEERE & CO | COM | $310K | 0.2%Prev: 0.3% | 666 SH | Decreased-236 SH |
| DISNEY WALT CO | COM | $3.4M | 2.4%Prev: 2.3% | 29,690 SH | Increased+3,755 SH |
| ENPHASE ENERGY INC | COM | $1.0M | 0.8%Prev: 0.8% | 32,744 SH | Decreased+2,129 SH |
| FIRST SOLAR INC | COM | $2.9M | 2.1%Prev: 2.3% | 11,272 SH | Decreased-2,464 SH |
| FREEPORT-MCMORAN INC | CL B | $4.7M | 3.4%Prev: 2.6% | 92,129 SH | Increased+6,229 SH |
| GRAB HOLDINGS LIMITED | CLASS A ORD | $1.9M | 1.4%Prev: 1.0% | 380,434 SH | Increased+156,550 SH |
| ISHARES TR | LATN AMER 40 ETF | $2.6M | 1.9% | 86,938 SH | New |
| ISHARES TR | MSCI INDIA SM CP | $3.4M | 2.5%Prev: 2.5% | 48,656 SH | Increased+2,038 SH |
| ISHARES TR | SHORT TREAS BD | $623K | 0.4%Prev: 0.5% | 5,655 SH | Decreased-235 SH |
| KINSALE CAP GROUP INC | COM | $3.7M | 2.7%Prev: 1.5% | 9,438 SH | Increased+4,942 SH |
| LOWES COS INC | COM | $2.5M | 1.8%Prev: 1.9% | 10,525 SH | Increased+800 SH |
| LULULEMON ATHLETICA INC | COM | $4.6M | 3.3%Prev: 3.0% | 22,202 SH | Increased-36 SH |
| MERCADOLIBRE INC | COM | $2.0M | 1.4%Prev: 0.7% | 992 SH | Increased+573 SH |
| MICROSOFT CORP | COM | $217K | 0.2%Prev: 1.2% | 449 SH | Decreased-2,584 SH |
| NEXTPOWER INC | CLASS A COM | $1.6M | 1.1% | 18,069 SH | New |
| OWENS CORNING NEW | COM | $2.1M | 1.5% | 18,483 SH | New |
| PINTEREST INC | CL A | $1.8M | 1.3%Prev: 1.4% | 70,688 SH | Decreased+12,973 SH |
| PROGYNY INC | COM | $1.2M | 0.9%Prev: 0.8% | 46,435 SH | Increased+528 SH |
| PROLOGIS INC. | COM | $2.6M | 1.9% | 20,246 SH | New |
| PUBMATIC INC | COM CL A | $1.0M | 0.7%Prev: 0.7% | 115,610 SH | Increased+10,786 SH |
| SEA LTD | SPONSORD ADS | $1.7M | 1.2%Prev: 0.9% | 12,962 SH | Increased+6,122 SH |
| SHELL PLC | SPON ADS | $210K | 0.2%Prev: 0.2% | 2,856 SH | Increased+12 SH |
| STERLING INFRASTRUCTURE INC | COM | $1.0M | 0.7%Prev: 3.3% | 3,349 SH | Decreased-9,452 SH |
| T-MOBILE US INC | COM | $3.3M | 2.4%Prev: 2.7% | 16,129 SH | Decreased+1,482 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $1.7M | 1.2%Prev: 3.4% | 5,593 SH | Decreased-10,279 SH |
| TARGET CORP | COM | $2.6M | 1.8%Prev: 1.3% | 26,206 SH | Increased+7,076 SH |
| TECK RESOURCES LTD | CL B | $4.7M | 3.4%Prev: 3.1% | 99,097 SH | Increased+5,690 SH |
| THE TRADE DESK INC | COM CL A | $2.6M | 1.9% | 69,523 SH | New |
| UNION PAC CORP | COM | $222K | 0.2%Prev: 0.2% | 960 SH | Decreased |
| UNITED RENTALS INC | COM | $2.4M | 1.7%Prev: 3.4% | 2,967 SH | Decreased-1,758 SH |
| WISDOMTREE TR | EMG MKTS SMCAP | $3.8M | 2.7% | 65,861 SH | New |
| WISDOMTREE TR | FLOATING RAT TREA | $14.9M | 10.7% | 295,493 SH | New |
| WISDOMTREE TR | INDIA ERNGS FD | $6.1M | 4.4% | 131,987 SH | New |
| 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 |