Skip to content
Disclosery

Leibman Financial Services, Inc.

Follow

13F filer, CIK 2006661, LOUISVILLE, NE

Leibman Financial Services, Inc. reported $130,074,411 across 49 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-09. Its ten largest share positions make up 38.44% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002006661-25-000007

Period
2025-06-30
Reported value
$130M
Holdings
49
Top 10 weight
38.44%
New
5
Sold out
9

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AVDVnew+50,115$3.97M
STRLnew+14,476$3.34M
CMGnew+42,963$2.41M
AMZNadded+7,309$1.6M
CASYnew+2,579$1.32M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
USFRreduced-95,223-$4.79M
CVXexited-19,573-$3.27M
DEreduced-5,721-$2.91M
MTHexited-23,905-$1.69M
ROKexited-4,660-$1.2M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0002006661-25-000007, largest first. % of portfolio is the value over $130,074,411, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
USFRWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 251,115 shares; 2025Q1: 291,160 shares; 2025Q2: 195,937 shares 195,937$9.86M7.58%-95,223Timeline
EPIWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 121,803 shares; 2025Q1: 125,352 shares; 2025Q2: 126,595 shares 126,595$6.01M4.62%+1,243Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,355 shares; 2025Q1: 24,875 shares; 2025Q2: 21,411 shares 21,411$4.85M3.73%-3,464Timeline
FSLRFIRST SOLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,226 shares; 2025Q1: 19,797 shares; 2025Q2: 27,476 shares 27,476$4.55M3.5%+7,679Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,040 shares; 2025Q1: 10,701 shares; 2025Q2: 9,017 shares 9,017$4.38M3.37%-1,684Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,649 shares; 2025Q1: 11,847 shares; 2025Q2: 19,156 shares 19,156$4.2M3.23%+7,309Timeline
FCXFREEPORT MCMORAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 105,097 shares; 2025Q2: 96,545 shares 96,545$4.19M3.22%-8,552Timeline
URIUNITED RENTALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,503 shares; 2025Q1: 6,603 shares; 2025Q2: 5,410 shares 5,410$4.08M3.13%-1,193Timeline
AVDVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50,115 shares 50,115$3.97M3.05%newTimeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,442 shares; 2025Q1: 24,778 shares; 2025Q2: 22,055 shares 22,055$3.91M3.01%-2,723Timeline
TECKTECK RESOURCES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 98,025 shares; 2025Q1: 99,091 shares; 2025Q2: 96,095 shares 96,095$3.88M2.98%-2,996Timeline
SMINISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,810 shares; 2025Q1: 46,552 shares; 2025Q2: 49,555 shares 49,555$3.82M2.94%+3,003Timeline
TTDTHE TRADE DESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,393 shares; 2025Q1: 40,332 shares; 2025Q2: 47,757 shares 47,757$3.44M2.64%+7,425Timeline
TMUST-MOBILE US INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,466 shares; 2025Q1: 14,381 shares; 2025Q2: 14,403 shares 14,403$3.43M2.64%+22Timeline
STRLSTERLING INFRASTRUCTURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,476 shares 14,476$3.34M2.57%newTimeline
AESAES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 184,566 shares; 2025Q1: 306,246 shares; 2025Q2: 311,712 shares 311,712$3.28M2.52%+5,466Timeline
AREALEXANDRIA REAL ESTATE EQ INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,580 shares; 2025Q1: 42,231 shares; 2025Q2: 44,503 shares 44,503$3.23M2.48%+2,272Timeline
DGDOLLAR GEN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,617 shares; 2025Q1: 27,412 shares; 2025Q2: 28,174 shares 28,174$3.22M2.48%+762Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,540 shares; 2025Q1: 31,317 shares; 2025Q2: 25,207 shares 25,207$3.13M2.4%-6,110Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,344 shares; 2025Q1: 7,347 shares; 2025Q2: 6,214 shares 6,214$3.09M2.38%-1,133Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,800 shares; 2025Q1: 12,470 shares; 2025Q2: 10,975 shares 10,975$3.06M2.36%-1,495Timeline
ALBALBEMARLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,964 shares; 2025Q1: 42,634 shares; 2025Q2: 48,871 shares 48,871$3.06M2.35%+6,237Timeline
GPCGENUINE PARTS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,460 shares; 2025Q1: 25,648 shares; 2025Q2: 25,008 shares 25,008$3.03M2.33%-640Timeline
LULULULULEMON ATHLETICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,346 shares; 2025Q1: 11,296 shares; 2025Q2: 11,716 shares 11,716$2.78M2.14%+420Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,414 shares; 2025Q1: 14,372 shares; 2025Q2: 13,061 shares 13,061$2.68M2.06%-1,311Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,285 shares; 2025Q1: 15,327 shares; 2025Q2: 14,580 shares 14,580$2.67M2.05%-747Timeline
DDOGDATADOG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,488 shares; 2025Q1: 16,735 shares; 2025Q2: 18,374 shares 18,374$2.47M1.9%+1,639Timeline
CMGCHIPOTLE MEXICAN GRILL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,963 shares 42,963$2.41M1.85%newTimeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,958 shares; 2025Q1: 11,941 shares; 2025Q2: 10,279 shares 10,279$2.28M1.75%-1,662Timeline
PEVERPURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,412 shares; 2025Q1: 38,410 shares; 2025Q2: 38,377 shares 38,377$2.21M1.7%-33Timeline
KNSLKINSALE CAP GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,557 shares; 2025Q1: 4,651 shares; 2025Q2: 4,484 shares 4,484$2.17M1.67%-167Timeline
PLDPROLOGIS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,794 shares; 2025Q1: 18,782 shares; 2025Q2: 19,460 shares 19,460$2.05M1.57%+678Timeline
PINSPINTEREST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 64,222 shares; 2025Q1: 52,439 shares; 2025Q2: 54,914 shares 54,914$1.97M1.51%+2,475Timeline
TGTTARGET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,804 shares; 2025Q1: 16,898 shares; 2025Q2: 17,762 shares 17,762$1.75M1.35%+864Timeline
CRWDCROWDSTRIKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,200 shares; 2025Q1: 3,134 shares; 2025Q2: 3,215 shares 3,215$1.64M1.26%+81Timeline
CASYCASEYS GEN STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,579 shares 2,579$1.32M1.01%newTimeline
PUBMPUBMATIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 56,690 shares; 2025Q1: 63,184 shares; 2025Q2: 104,683 shares 104,683$1.3M1%+41,499Timeline
ENPHENPHASE ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,169 shares; 2025Q1: 29,474 shares; 2025Q2: 30,457 shares 30,457$1.21M0.93%+983Timeline
GRABGRAB HOLDINGS LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 198,527 shares; 2025Q1: 201,858 shares; 2025Q2: 221,743 shares 221,743$1.12M0.86%+19,885Timeline
CAVACAVA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,229 shares 12,229$1.03M0.79%newTimeline
PGNYPROGYNY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 63,509 shares; 2025Q1: 45,433 shares; 2025Q2: 45,946 shares 45,946$1.01M0.78%+513Timeline
SHVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,655 shares; 2025Q1: 9,655 shares; 2025Q2: 7,312 shares 7,312$807K0.62%-2,343Timeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,088 shares; 2025Q1: 6,849 shares; 2025Q2: 1,128 shares 1,128$574K0.44%-5,721Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,651 shares; 2025Q2: 1,369 shares 1,369$435K0.33%-282Timeline
INDAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,271 shares; 2025Q1: 5,271 shares; 2025Q2: 4,886 shares 4,886$272K0.21%-385Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,965 shares; 2025Q1: 7,978 shares; 2025Q2: 2,559 shares 2,559$250K0.19%-5,419Timeline
RSRELIANCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 719 shares; 2025Q2: 719 shares 719$226K0.17%0Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,712 shares; 2025Q1: 2,712 shares; 2025Q2: 960 shares 960$221K0.17%-1,752Timeline
SHELSHELL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,901 shares; 2025Q1: 7,880 shares; 2025Q2: 2,983 shares 2,983$210K0.16%-4,897Timeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
CVXCHEVRON CORPORATION19,573$3.27Mshares
MTHMERITAGE HOMES CORP23,905$1.69Mshares
ROKROCKWELL AUTOMATION INC4,660$1.2Mshares
RTX CORPORATIONRTX CORPORATION3,822$506Kshares
LUVSOUTHWEST AIRLS CO13,843$465Kshares
CATCATERPILLAR INC751$248Kshares
CARRCARRIER GLOBAL CORPORATION3,752$238Kshares
NUENUCOR CORP1,974$238Kshares
MGAMAGNA INTL INC6,241$212Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002006661-25-000007 base2025-07-09acceptance time not in the bulk data set