Leibman Financial Services, Inc.
•CIK: 2006661•Filing: Q4 2025
**Leibman Financial Services, Inc.** manages $139M across a portfolio of 51 positions, demonstrating focused, multi-sector allocation. Top holdings reveal significant conviction in USFR ($14.9M), representing a substantial overweighting within the fund's current structure. The remaining capital is strategically deployed across diverse names, including EPI ($6.1M), AVDV ($5.6M), and a mix of technology and consumer staples. This positioning suggests a tactical approach balancing high-conviction names with broad market exposure.
Total AUM
$138.5M
QoQ Performance
+5.2%
Positions
47
Top 10 Concentration
41.7%
Latest Filing
Q4 2025
Top Holdings Allocation
USFR
USFR10.7%
EPI4.4%
AVDV4.0%
TECK/B3.4%
FCX3.4%
LULU3.3%
BRK/B3.3%
AMZN3.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other70.5%
Consumer7.4%
Technology5.4%
Communication4.8%
Materials3.4%
Financial3.3%
Healthcare2.8%
Real Estate1.9%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW7 new positions
↑28 increased
↓15 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023