LF
| |
Leibman Financial Services, Inc.13F | |
| Leibman Financial Services, Inc. | |
| Last update 2024-10-08 | 57 Stocks (6 new) |
| Value $141.00 Mil | Turnover 12 % |
| Portfolio Report | |
Leibman Financial Services, In... Top Holdings of 2024-09-30
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USFR | WisdomTree Floating Rate Treasury Fund | 192,955 | 9690.190 | +11.64% | 6.870 | +0.72% | 0.060 | +0.06% | +0.12% | 16743.235 | ||
URI | United Rentals Inc | 7,117 | 5763.220 | -19.61% | 4.080 | -0.83% | 0.010 | +19.63% | +40.17% | 52366.658 | Business Services | |
DE | Deere & Co | 13,397 | 5590.980 | -0.21% | 3.960 | -0.01% | 0.000 | +16.51% | +1.25% | 109541.159 | Farm & Heavy Construction Machinery | |
BRK.B | Berkshire Hathaway Inc | 11,536 | 5309.620 | -0.18% | 3.760 | -0.01% | 0.000 | +7.58% | +24.79% | 959232.641 | Insurance | |
AAPL | Apple Inc | 22,364 | 5210.850 | -3.83% | 3.690 | -0.14% | 0.000 | +6.90% | +16.50% | 3377630.649 | Hardware | |
TECK | Teck Resources Ltd | 96,750 | 5054.220 | +0.66% | 3.580 | +0.02% | 0.020 | +10.16% | +16.11% | 24905.769 | Metals & Mining | |
EPI | WisdomTree India Earnings Fund | 99,505 | 5021.000 | +18.01% | 3.560 | +0.54% | 0.120 | -0.15% | +15.46% | 3862.944 | ||
FCX | Freeport-McMoRan Inc | 94,156 | 4700.270 | +3.62% | 3.330 | +0.12% | 0.010 | +15.33% | +11.78% | 67517.878 | Metals & Mining | |
LUV | Southwest Airlines Co | 157,445 | 4665.090 | +2.34% | 3.310 | +0.08% | 0.030 | +30.03% | +7.95% | 18369.951 | Transportation | |
TSM | Taiwan Semiconductor Manufacturing Co Ltd | 25,993 | 4514.130 | -13.11% | 3.200 | -0.50% | 0.000 | +32.80% | +90.27% | 1015227.021 | Semiconductors |
Leibman Financial Services, Inc.'s Historical Top Holdings Breakdowns
Leibman Financial Services, Inc.'s Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
PFE | Pfizer Inc | 2024-09-30 | Reduce | -2.11% | 27.7 ($29.17) 31.39 | $27.99 | -4.05% | Reduce -90.66% | 10,492 | -101,787 | |
GPC | Genuine Parts Co | 2024-09-30 | New Buy | +2.10% | 131.04 ($138.88) 147.11 | $116.60 | -16.04% | New holding | 21,189 | 21,189 | |
LULU | Lululemon Athletica Inc | 2024-09-30 | New Buy | +2.05% | 233.4 ($265.38) 302.36 | $319.23 | 20.29% | New holding | 10,679 | 10,679 | |
BA | Boeing Co | 2024-09-30 | Sold Out | -1.89% | 152.04 ($171.47) 190.6 | $151.00 | -11.94% | Sold Out | 0 | -13,986 | |
TSLA | Tesla Inc | 2024-09-30 | Reduce | -1.76% | 191.76 ($228.05) 263.26 | $251.44 | 10.26% | Reduce -51.74% | 11,230 | -12,040 | |
GM | General Motors Co | 2024-09-30 | Reduce | -1.51% | 39.95 ($46.35) 49.9 | $53.70 | 15.86% | Reduce -89.38% | 5,208 | -43,822 | |
PLD | Prologis Inc | 2024-09-30 | New Buy | +1.34% | 111.95 ($124.08) 132.4 | $114.43 | -7.78% | New holding | 14,966 | 14,966 | |
ARE | Alexandria Real Estate Equities Inc | 2024-09-30 | Add | +0.83% | 111.59 ($119.13) 129.08 | $113.84 | -4.44% | Add 40.33% | 34,258 | 9,845 | |
URI | United Rentals Inc | 2024-09-30 | Reduce | -0.83% | 627.41 ($719.26) 814.1 | $798.00 | 10.95% | Reduce -19.61% | 7,117 | -1,736 | |
USFR | WisdomTree Floating Rate Treasury Fund | 2024-09-30 | Add | +0.72% | 50.2 ($50.35) 50.48 | $50.30 | -0.10% | Add 11.64% | 192,955 | 20,124 |
Leibman Financial Services, Inc. Total Holding History ($B)
Leibman Financial Services, Inc.'s Asset Allocation
Leibman Financial Services, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
Leibman Financial Services, Inc.'s Hypothetical Growth since 2024-09-30
Leibman Financial Services, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Leibman Financial Services, Inc.'s Holdings Heat Map
Size field:
Leibman Financial Services, Inc.'s Holdings Bubble Chart
Leibman Financial Services, Inc. News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers