Leibman Financial Services, Inc. reported 38 positions worth $102.42M for the quarter ended Sep 30, 2026, down 2.9% on the prior quarter. It opened 3 new positions, added to 19, trimmed 15 and exited 3. Its largest holding is Berkshire Hathaway Inc at 5.7% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| GEHC GE HealthCare Technologies Inc. | +37.4K | – | $2.44M | 2.39% |
| GMED Globus Medical Inc | +31.7K | – | $2.37M | 2.31% |
| COST Costco Wholesale Corp | +1,920 | +76.4% | $1.75M | 3.94% |
| ALB Albemarle Corp | +11.9K | +144.2% | $1.26M | 2.08% |
| BMY Bristol Myers Squibb Co | +17.4K | +25.3% | $1.09M | 5.27% |
| BRK-B Berkshire Hathaway Inc | +2,027 | +20.8% | $1.01M | 5.73% |
| TTAN ServiceTitan, Inc. | +15.2K | – | $1.00M | 0.979% |
| FSLR First Solar, Inc. | +5,544 | +47.7% | $971.07K | 2.94% |
| CPNG Coupang, Inc. | +27.3K | +22.3% | $379.33K | 2.03% |
| CMG Chipotle Mexican Grill Inc | +11.1K | +16.3% | $355.00K | 2.48% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AMGN Amgen Inc | -11.6K | -100.0% | $4.19M | Exited |
| TGT Target Corp | -20.9K | -100.0% | $2.73M | Exited |
| GOOG Alphabet Inc. | -6,435 | -50.8% | $2.19M | 2.07% |
| ENPH Enphase Energy, Inc. | -23.9K | -100.0% | $1.18M | Exited |
| SE Sea Ltd | -11.3K | -25.8% | $1.10M | 3.09% |
| DDOG Datadog, Inc. | -2,973 | -33.5% | $814.16K | 1.58% |
| CRWD CrowdStrike Holdings, Inc. | -3,064 | -24.1% | $811.19K | 2.49% |
| TECK Teck Resources Ltd | -2,339 | -3.3% | $153.88K | 4.4% |
| URI United Rentals, Inc. | -147 | -4.8% | $147.14K | 2.83% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | -195 | -4.1% | $88.95K | 2.01% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | BRK-B Berkshire Hathaway Inc | Financial Services | 11.8K | $5.87M | 5.73% | +2,027 | +20.8% | Added | 0% |
| 2 | BMY Bristol Myers Squibb Co | Healthcare | 86.4K | $5.39M | 5.27% | +17.4K | +25.3% | Added | 0% |
| 3 | TECK Teck Resources Ltd | Basic Materials | 68.5K | $4.51M | 4.4% | -2,339 | -3.3% | Reduced | 0.01% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 17.4K | $4.33M | 4.23% | -256 | -1.5% | Reduced | 0% |
| 5 | COST Costco Wholesale Corp | Consumer Staples | 4,434 | $4.04M | 3.94% | +1,920 | +76.4% | Added | 0% |
| 6 | AAPL Apple Inc. | Technology | 11.9K | $3.95M | 3.85% | -225 | -1.9% | Reduced | 0% |
| 7 | KNSL Kinsale Capital Group, Inc. | Financial Services | 11.6K | $3.75M | 3.66% | +560 | +5.1% | Added | 0.05% |
| 8 | MELI Mercadolibre Inc | Technology | 2,028 | $3.51M | 3.42% | +87 | +4.5% | Added | 0% |
| 9 | TMUS T-Mobile US, Inc. | Communication Services | 21.2K | $3.46M | 3.38% | +1,151 | +5.7% | Added | 0% |
| 10 | SFM Sprouts Farmers Market, Inc. | Consumer Staples | 51.7K | $3.43M | 3.35% | +8 | +0.0% | Added | 0.06% |
| 11 | DUOL Duolingo, Inc. | Technology | 24.0K | $3.42M | 3.34% | -187 | -0.8% | Reduced | 0.06% |
| 12 | SE Sea Ltd | Technology | 32.5K | $3.16M | 3.09% | -11.3K | -25.8% | Reduced | 0.01% |
| 13 | EMBJ Embraer S.A. | Industrials | 40.6K | $3.06M | 2.99% | +442 | +1.1% | Added | 0.02% |
| 14 | FSLR First Solar, Inc. | Industrials | 17.2K | $3.01M | 2.94% | +5,544 | +47.7% | Added | 0.02% |
| 15 | URI United Rentals, Inc. | Industrials | 2,897 | $2.90M | 2.83% | -147 | -4.8% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Leibman Financial Services.
As of its Q3 2026 13F filing, Leibman Financial Services, Inc.’s five largest positions were Berkshire Hathaway Inc (BRK-B) at 5.7%, Bristol Myers Squibb Co (BMY) at 5.3%, Teck Resources Ltd (TECK) at 4.4%, Amazon Com Inc (AMZN) at 4.2%, Costco Wholesale Corp (COST) at 3.9% of the reported portfolio.
Leibman Financial Services, Inc. reported a 13F portfolio worth $102.42M across 38 positions for Q3 2026. That is down 2.9% from the previous quarter.
Its largest purchases by value were GE HealthCare Technologies Inc. ($2.44M), Globus Medical Inc ($2.37M), Costco Wholesale Corp ($1.75M). It opened 3 new positions.
Its largest sales by value were Amgen Inc ($4.19M), Target Corp ($2.73M), Alphabet Inc. ($2.19M). It exited 3 positions entirely.
From the Form 13F-HR reports Leibman Financial Services, Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.