Leibman Financial Services, Inc. Diversified Active

Name: Leibman Financial Services, Inc. Q2 2026 13F Filing | 13F Explorer
Creator: Leibman Financial Services, Inc.
Published: 2026-07-14

Location: Louisville, NE

CIK: 0002006661 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Jul 14, 2026

Total Value: $150M (100.0% shares, 0.0% debt)

Holdings (46)

New Positions (4)

DUOL DUOLINGO INC 1.9%

Value $2.786M Shares 24,222 Est. Cost $115.02 Unrealized —

SMPL SIMPLY GOOD FOODS CO 1.8%

Value $2.689M Shares 202,479 Est. Cost $13.28 Unrealized —

EMBJ EMBRAER S.A. 1.7%

Value $2.563M Shares 40,176 Est. Cost $63.80 Unrealized —

DE DEERE & CO 0.1%

Value $204K Shares 322 Est. Cost $634.33 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
DUOL	DUOLINGO INC	24,222	$2.786M	1.9%	$115.02	—	CL A COM	26603R106
SMPL	SIMPLY GOOD FOODS CO	202,479	$2.689M	1.8%	$13.28	—	COM	82900L102
EMBJ	EMBRAER S.A.	40,176	$2.563M	1.7%	$63.80	—	SPONSERD ADS	29082A107
DE	DEERE & CO	322	$204K	0.1%	$634.33	—	COM	244199105

Increased Positions (25)

USFR WISDOMTREE TR 13.2%

Value $19.85M (+61.3%) Shares 394,250 (+61.2%) Est. Cost $50.30 Unrealized —

SE SEA LTD 2.8%

Value $4.199M (+70.5%) Shares 43,816 (+47.3%) Est. Cost $108.22 Unrealized —

GOOG ALPHABET INC 3.0%

Value $4.474M (+58.2%) Shares 12,662 (+28.5%) Est. Cost $183.16 Unrealized —

DGS WISDOMTREE TR 3.5%

Value $5.201M (+28.1%) Shares 80,367 (+18.9%) Est. Cost $58.49 Unrealized —

OC OWENS CORNING NEW 2.2%

Value $3.287M (+52.1%) Shares 20,676 (+3.6%) Est. Cost $119.39 Unrealized —

COST COSTCO WHOLESALE CORPORATION 1.6%

Value $2.351M (+73.6%) Shares 2,514 (+85.0%) Est. Cost $922.59 Unrealized —

SMIN ISHARES TR 2.6%

Value $3.838M (+23.3%) Shares 54,262 (+4.6%) Est. Cost $73.05 Unrealized —

PINS PINTEREST INC 1.6%

Value $2.407M (+41.3%) Shares 114,435 (+23.4%) Est. Cost $27.49 Unrealized —

ARE ALEXANDRIA REAL ESTATE EQ IN 1.8%

Value $2.686M (+28.5%) Shares 50,818 (+12.9%) Est. Cost $90.17 Unrealized —

TMUS T-MOBILE US INC 2.2%

Value $3.366M (-14.3%) Shares 20,067 (+7.3%) Est. Cost $173.02 Unrealized —

FSLR FIRST SOLAR INC 1.8%

Value $2.744M (+24.9%) Shares 11,628 (+4.4%) Est. Cost $159.01 Unrealized —

EPI WISDOMTREE TR 4.1%

Value $6.169M (+9.6%) Shares 144,201 (+4.5%) Est. Cost $45.91 Unrealized —

SFM SPROUTS FMRS MKT INC 2.9%

Value $4.374M (+12.3%) Shares 51,711 (+2.4%) Est. Cost $72.66 Unrealized —

MELI MERCADOLIBRE INC 2.2%

Value $3.294M (+16.1%) Shares 1,941 (+18.3%) Est. Cost $2091.50 Unrealized —

BRK/B BERKSHIRE HATHAWAY INC DEL 3.2%

Value $4.873M (+8.1%) Shares 9,746 (+3.6%) Est. Cost $362.25 Unrealized —

GRAB GRAB HOLDINGS LIMITED 1.5%

Value $2.206M (+19.1%) Shares 586,752 (+16.0%) Est. Cost $4.69 Unrealized —

KNSL KINSALE CAP GROUP INC 2.4%

Value $3.649M (+10.3%) Shares 11,063 (+14.3%) Est. Cost $384.13 Unrealized —

ALB ALBEMARLE CORP 0.7%

Value $1.116M (-22.8%) Shares 8,268 (+2.7%) Est. Cost $99.64 Unrealized —

AVDV AMERICAN CENTY ETF TR 3.7%

Value $5.633M (+5.4%) Shares 54,662 (+2.1%) Est. Cost $81.36 Unrealized —

CMG CHIPOTLE MEXICAN GRILL INC 1.5%

Value $2.324M (+11.1%) Shares 68,351 (+4.6%) Est. Cost $45.74 Unrealized —

CALM CAL MAINE FOODS INC 1.9%

Value $2.807M (+6.3%) Shares 34,844 (+4.3%) Est. Cost $80.65 Unrealized —

BMY BRISTOL-MYERS SQUIBB CO 2.6%

Value $3.976M (-2.0%) Shares 69,007 (+3.1%) Est. Cost $57.43 Unrealized —

CPNG COUPANG INC 1.4%

Value $2.135M (-3.7%) Shares 122,902 (+4.7%) Est. Cost $25.35 Unrealized —

CPRT COPART INC 1.3%

Value $1.935M (+3.2%) Shares 68,656 (+21.5%) Est. Cost $39.02 Unrealized —

DIS DISNEY WALT CO 1.4%

Value $2.172M (+1.6%) Shares 22,572 (+1.7%) Est. Cost $90.80 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
USFR	WISDOMTREE TR	394,250 (+61.2%)	$19.85M (+61.3%)	13.2%	$50.30	—	FLOATING RAT TREA	97717Y527
SE	SEA LTD	43,816 (+47.3%)	$4.199M (+70.5%)	2.8%	$108.22	—	SPONSORD ADS	81141R100
GOOG	ALPHABET INC	12,662 (+28.5%)	$4.474M (+58.2%)	3.0%	$183.16	—	CAP STK CL C	02079K107
DGS	WISDOMTREE TR	80,367 (+18.9%)	$5.201M (+28.1%)	3.5%	$58.49	—	EMG MKTS SMCAP	97717W281
OC	OWENS CORNING NEW	20,676 (+3.6%)	$3.287M (+52.1%)	2.2%	$119.39	—	COM	690742101
COST	COSTCO WHOLESALE CORPORATION	2,514 (+85.0%)	$2.351M (+73.6%)	1.6%	$922.59	—	COM	22160K105
SMIN	ISHARES TR	54,262 (+4.6%)	$3.838M (+23.3%)	2.6%	$73.05	—	MSCI INDIA SM CP	46429B614
PINS	PINTEREST INC	114,435 (+23.4%)	$2.407M (+41.3%)	1.6%	$27.49	—	CL A	72352L106
ARE	ALEXANDRIA REAL ESTATE EQ IN	50,818 (+12.9%)	$2.686M (+28.5%)	1.8%	$90.17	—	COM	015271109
TMUS	T-MOBILE US INC	20,067 (+7.3%)	$3.366M (-14.3%)	2.2%	$173.02	—	COM	872590104
FSLR	FIRST SOLAR INC	11,628 (+4.4%)	$2.744M (+24.9%)	1.8%	$159.01	—	COM	336433107
EPI	WISDOMTREE TR	144,201 (+4.5%)	$6.169M (+9.6%)	4.1%	$45.91	—	INDIA ERNGS FD	97717W422
SFM	SPROUTS FMRS MKT INC	51,711 (+2.4%)	$4.374M (+12.3%)	2.9%	$72.66	—	COM	85208M102
MELI	MERCADOLIBRE INC	1,941 (+18.3%)	$3.294M (+16.1%)	2.2%	$2091.50	—	COM	58733R102
BRK/B	BERKSHIRE HATHAWAY INC DEL	9,746 (+3.6%)	$4.873M (+8.1%)	3.2%	$362.25	—	CL B NEW	084670702
GRAB	GRAB HOLDINGS LIMITED	586,752 (+16.0%)	$2.206M (+19.1%)	1.5%	$4.69	—	CLASS A ORD	G4124C109
KNSL	KINSALE CAP GROUP INC	11,063 (+14.3%)	$3.649M (+10.3%)	2.4%	$384.13	—	COM	49714P108
ALB	ALBEMARLE CORP	8,268 (+2.7%)	$1.116M (-22.8%)	0.7%	$99.64	—	COM	012653101
AVDV	AMERICAN CENTY ETF TR	54,662 (+2.1%)	$5.633M (+5.4%)	3.7%	$81.36	—	INTL SMCP VLU	025072802
CMG	CHIPOTLE MEXICAN GRILL INC	68,351 (+4.6%)	$2.324M (+11.1%)	1.5%	$45.74	—	COM	169656105
CALM	CAL MAINE FOODS INC	34,844 (+4.3%)	$2.807M (+6.3%)	1.9%	$80.65	—	COM NEW	128030202
BMY	BRISTOL-MYERS SQUIBB CO	69,007 (+3.1%)	$3.976M (-2.0%)	2.6%	$57.43	—	COM	110122108
CPNG	COUPANG INC	122,902 (+4.7%)	$2.135M (-3.7%)	1.4%	$25.35	—	CL A	22266T109
CPRT	COPART INC	68,656 (+21.5%)	$1.935M (+3.2%)	1.3%	$39.02	—	COM	217204106
DIS	DISNEY WALT CO	22,572 (+1.7%)	$2.172M (+1.6%)	1.4%	$90.80	—	COM	254687106

Exited Positions (7)

LULU LULULEMON ATHLETICA INC 2.0%

Value $3.051M Shares 19,930 Est. Cost $236.64 Unrealized —

CAVA CAVA GROUP INC 2.0%

Value $3.01M Shares 37,207 Est. Cost $65.10 Unrealized —

TTD THE TRADE DESK INC 1.6%

Value $2.466M Shares 108,675 Est. Cost $53.50 Unrealized —

STRL STERLING INFRASTRUCTURE INC 0.9%

Value $1.42M Shares 3,486 Est. Cost $182.52 Unrealized —

PGNY PROGYNY INC 0.5%

Value $820K Shares 48,287 Est. Cost $22.20 Unrealized —

UNP UNION PAC CORP 0.2%

Value $233K Shares 960 Est. Cost $209.24 Unrealized —

PUBM PUBMATIC INC 0.1%

Value $133K Shares 16,296 Est. Cost $15.47 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
LULU	LULULEMON ATHLETICA INC	19,930	$3.051M	2.0%	$236.64	—	—	550021109
CAVA	CAVA GROUP INC	37,207	$3.01M	2.0%	$65.10	—	—	148929102
TTD	THE TRADE DESK INC	108,675	$2.466M	1.6%	$53.50	—	—	88339J105
STRL	STERLING INFRASTRUCTURE INC	3,486	$1.42M	0.9%	$182.52	—	—	859241101
PGNY	PROGYNY INC	48,287	$820K	0.5%	$22.20	—	—	74340E103
UNP	UNION PAC CORP	960	$233K	0.2%	$209.24	—	—	907818108
PUBM	PUBMATIC INC	16,296	$133K	0.1%	$15.47	—	—	74467Q103

Decreased Positions (16)

FCX FREEPORT-MCMORAN INC 0.3%

Value $519K (-82.3%) Shares 8,256 (-83.5%) Est. Cost $38.18 Unrealized —

LOW LOWES COS INC 0.2%

Value $277K (-88.4%) Shares 1,258 (-87.6%) Est. Cost $199.52 Unrealized —

DDOG DATADOG INC 1.5%

Value $2.309M (+114.1%) Shares 8,869 (-2.9%) Est. Cost $106.91 Unrealized —

URI UNITED RENTALS INC 2.3%

Value $3.448M (+53.5%) Shares 3,044 (-1.3%) Est. Cost $481.72 Unrealized —

CRWD CROWDSTRIKE HLDGS INC 1.6%

Value $2.422M (+89.1%) Shares 3,174 (-3.3%) Est. Cost $338.86 Unrealized —

ILF ISHARES TR 1.6%

Value $2.424M (-22.7%) Shares 71,820 (-18.7%) Est. Cost $30.53 Unrealized —

TSM TAIWAN SEMICONDUCTOR MANUFAC 1.5%

Value $2.247M (+34.0%) Shares 4,706 (-5.2%) Est. Cost $104.00 Unrealized —

TGT TARGET CORP 1.8%

Value $2.729M (-14.4%) Shares 20,895 (-20.6%) Est. Cost $121.00 Unrealized —

CASY CASEYS GEN STORES INC 1.9%

Value $2.826M (-12.7%) Shares 3,556 (-20.1%) Est. Cost $499.14 Unrealized —

NXT NEXTPOWER INC 0.9%

Value $1.403M (-22.6%) Shares 11,772 (-21.7%) Est. Cost $65.30 Unrealized —

AAPL APPLE INC 2.3%

Value $3.494M (+11.6%) Shares 12,076 (-2.1%) Est. Cost $191.53 Unrealized —

AMZN AMAZON COM INC 2.8%

Value $4.207M (+8.9%) Shares 17,653 (-4.8%) Est. Cost $203.08 Unrealized —

SHV ISHARES TR 0.3%

Value $484K (-21.0%) Shares 4,389 (-20.9%) Est. Cost $110.13 Unrealized —

ENPH ENPHASE ENERGY INC 0.8%

Value $1.179M (-6.0%) Shares 23,944 (-27.8%) Est. Cost $89.76 Unrealized —

TECK TECK RESOURCES LTD 2.8%

Value $4.213M (-1.6%) Shares 70,851 (-14.4%) Est. Cost $38.92 Unrealized —

AMGN AMGEN INC 2.8%

Value $4.188M (+0.3%) Shares 11,566 (-2.5%) Est. Cost $261.98 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
FCX	FREEPORT-MCMORAN INC	8,256 (-83.5%)	$519K (-82.3%)	0.3%	$38.18	—	CL B	35671D857
LOW	LOWES COS INC	1,258 (-87.6%)	$277K (-88.4%)	0.2%	$199.52	—	COM	548661107
DDOG	DATADOG INC	8,869 (-2.9%)	$2.309M (+114.1%)	1.5%	$106.91	—	CL A COM	23804L103
URI	UNITED RENTALS INC	3,044 (-1.3%)	$3.448M (+53.5%)	2.3%	$481.72	—	COM	911363109
CRWD	CROWDSTRIKE HLDGS INC	3,174 (-3.3%)	$2.422M (+89.1%)	1.6%	$338.86	—	CL A	22788C105
ILF	ISHARES TR	71,820 (-18.7%)	$2.424M (-22.7%)	1.6%	$30.53	—	LATN AMER 40 ETF	464287390
TSM	TAIWAN SEMICONDUCTOR MANUFAC	4,706 (-5.2%)	$2.247M (+34.0%)	1.5%	$104.00	—	SPONSORED ADS	874039100
TGT	TARGET CORP	20,895 (-20.6%)	$2.729M (-14.4%)	1.8%	$121.00	—	COM	87612E106
CASY	CASEYS GEN STORES INC	3,556 (-20.1%)	$2.826M (-12.7%)	1.9%	$499.14	—	COM	147528103
NXT	NEXTPOWER INC	11,772 (-21.7%)	$1.403M (-22.6%)	0.9%	$65.30	—	CLASS A COM	65290E101
AAPL	APPLE INC	12,076 (-2.1%)	$3.494M (+11.6%)	2.3%	$191.53	—	COM	037833100
AMZN	AMAZON COM INC	17,653 (-4.8%)	$4.207M (+8.9%)	2.8%	$203.08	—	COM	023135106
SHV	ISHARES TR	4,389 (-20.9%)	$484K (-21.0%)	0.3%	$110.13	—	TRUST ISHARE 0-1	464288679
ENPH	ENPHASE ENERGY INC	23,944 (-27.8%)	$1.179M (-6.0%)	0.8%	$89.76	—	COM	29355A107
TECK	TECK RESOURCES LTD	70,851 (-14.4%)	$4.213M (-1.6%)	2.8%	$38.92	—	CL B	878742204
AMGN	AMGEN INC	11,566 (-2.5%)	$4.188M (+0.3%)	2.8%	$261.98	—	COM	031162100

Unchanged Positions (1)

PLD PROLOGIS INC. 1.8%

Value $2.753M Shares 20,319 Est. Cost $116.54 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
PLD	PROLOGIS INC.	20,319	$2.753M	1.8%	$116.54	—	COM	74340W103