Leibman-Financial-Services

AI_NATIVE detailed information: This accession holds the following tickers:[
  "PINS",
  "GRAB",
  "AES",
  null,
  null,
  "CAT",
  "LOW",
  "PUBM",
  "FCX",
  "UNP",
  "AMAT",
  "KNSL",
  "MSFT",
  "TMUS",
  "ENPH",
  "GPC",
  "DG",
  null,
  "AAPL",
  "PSTG",
  "MGA",
  "AMGN",
  "ROK",
  null,
  "RS",
  "SHEL",
  "TGT",
  "PGNY",
  null,
  "TSM",
  "ARE",
  "ALB",
  "FSLR",
  "AMZN",
  "LUV",
  null,
  "WMT",
  "TTD",
  "MTH",
  null,
  "NUE",
  "LULU",
  "BRK-B",
  "CARR",
  "CVX",
  "CRWD",
  "DDOG",
  "DE",
  "DIS",
  "GOOG",
  "TSLA",
  "PLD",
  "URI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-09
Total Holdings: 53
Total Value: 128647840
Accession Number: 0002006661-25-000006
Form Type: 13F-HR
CIK: leibman-financial-services
Manager Name: Leibman-Financial-Services

Data Enrichment

87% identified

46 identified7 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

53 positions • $128.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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97717Y527

Shares:291.2K

Value:$14.7M

% of Portfolio:11.4% ($14.7M/$128.6M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:10.7K

Value:$5.7M

% of Portfolio:4.4% ($5.7M/$128.6M)

97717W422

Shares:125.4K

Value:$5.5M

% of Portfolio:4.3% ($5.5M/$128.6M)

UNITED RENTALS, INC.

URI|911363109

Shares:6.6K

Value:$4.1M

% of Portfolio:3.2% ($4.1M/$128.6M)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:24.9K

Value:$4.1M

% of Portfolio:3.2% ($4.1M/$128.6M)

FREEPORT-MCMORAN INC

FCX|35671D857

Shares:105.1K

Value:$4.0M

% of Portfolio:3.1% ($4.0M/$128.6M)

ALEXANDRIA REAL ESTATE EQUITIES, INC.

ARE|015271109

Shares:42.2K

Value:$3.9M

% of Portfolio:3.0% ($3.9M/$128.6M)

AMGEN INC

AMGN|031162100

Shares:12.5K

Value:$3.9M

% of Portfolio:3.0% ($3.9M/$128.6M)

Alphabet Inc.

GOOG|02079K107

Shares:24.8K

Value:$3.9M

% of Portfolio:3.0% ($3.9M/$128.6M)

T-Mobile US, Inc.

TMUS|872590104

Shares:14.4K

Value:$3.8M

% of Portfolio:3.0% ($3.8M/$128.6M)

AES CORP

AES|00130H105

Shares:306.2K

Value:$3.8M

% of Portfolio:3.0% ($3.8M/$128.6M)

878742204

Shares:99.1K

Value:$3.6M

% of Portfolio:2.8% ($3.6M/$128.6M)

CHEVRON CORP

CVX|166764100

Shares:19.6K

Value:$3.3M

% of Portfolio:2.5% ($3.3M/$128.6M)

DEERE & CO

DE|244199105

Shares:6.8K

Value:$3.2M

% of Portfolio:2.5% ($3.2M/$128.6M)

lululemon athletica inc.

LULU|550021109

Shares:11.3K

Value:$3.2M

% of Portfolio:2.5% ($3.2M/$128.6M)

Apple Inc.

AAPL|037833100

Shares:14.4K

Value:$3.2M

% of Portfolio:2.5% ($3.2M/$128.6M)

46429B614

Shares:46.6K

Value:$3.2M

% of Portfolio:2.5% ($3.2M/$128.6M)

Walt Disney Co

DIS|254687106

Shares:31.3K

Value:$3.1M

% of Portfolio:2.4% ($3.1M/$128.6M)

ALBEMARLE CORP

ALB|012653101

Shares:42.6K

Value:$3.1M

% of Portfolio:2.4% ($3.1M/$128.6M)

GENUINE PARTS CO

GPC|372460105

Shares:25.6K

Value:$3.1M

% of Portfolio:2.4% ($3.1M/$128.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip97717Y527)✕	291.2K	QoQ +15.94% (+40.0K) YoY +61.09% (+110.4K)	All Managers (Combined)	$14.7M	11.4% ($14.7M/$128.6M)	QoQ +15.96% (+$2.0M) YoY +61.22% (+$5.6M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	10.7K	QoQ -3.07% (-339) YoY -5.40% (-611)	All Managers (Combined)	$5.7M	4.4% ($5.7M/$128.6M)	QoQ +13.88% (-$695.1K) YoY +19.81% (-$942.7K)
(cusip97717W422)✕	125.4K	QoQ +2.91% (-3.5K) YoY +51.60% (+42.7K)	All Managers (Combined)	$5.5M	4.3% ($5.5M/$128.6M)	QoQ -0.63% (-$34.9K) YoY +52.12% (+$1.9M)
UNITED RENTALS, INC.(URIcusip911363109)	6.6K	QoQ +1.53% (-100) YoY -25.57% (-2.3K)	All Managers (Combined)	$4.1M	3.2% ($4.1M/$128.6M)	QoQ -9.66% (-$442.6K) YoY -35.31% (-$2.3M)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	24.9K	QoQ -1.89% (-480) YoY -24.49% (-8.1K)	All Managers (Combined)	$4.1M	3.2% ($4.1M/$128.6M)	QoQ -17.53% (-$878.2K) YoY -7.86% (-$352.6K)
FREEPORT-MCMORAN INC(FCXcusip35671D857)	105.1K	QoQ NEW(+105.1K) YoY NEW(+105.1K)	All Managers (Combined)	$4.0M	3.1% ($4.0M/$128.6M)	QoQ NEW(+$4.0M) YoY NEW(+$4.0M)
ALEXANDRIA REAL ESTATE EQUITIES, INC.(AREcusip015271109)	42.2K	QoQ +1.56% (-651) YoY +97.68% (+20.9K)	All Managers (Combined)	$3.9M	3.0% ($3.9M/$128.6M)	QoQ -3.68% (-$149.4K) YoY +41.86% (+$1.2M)
AMGEN INC(AMGNcusip031162100)	12.5K	QoQ -2.57% (-330) YoY +3.49% (+421)	All Managers (Combined)	$3.9M	3.0% ($3.9M/$128.6M)	QoQ +16.45% (-$548.9K) YoY +13.41% (+$459.4K)
Alphabet Inc.(GOOGcusip02079K107)	24.8K	QoQ -2.60% (-664) YoY -9.30% (-2.5K)	All Managers (Combined)	$3.9M	3.0% ($3.9M/$128.6M)	QoQ -20.10% (-$974.1K) YoY -6.93% (-$288.5K)
T-Mobile US, Inc.(TMUScusip872590104)	14.4K	QoQ -0.58% (-85) YoY NEW(+14.4K)	All Managers (Combined)	$3.8M	3.0% ($3.8M/$128.6M)	QoQ +20.10% (-$641.8K) YoY NEW(+$3.8M)
AES CORP(AEScusip00130H105)	306.2K	QoQ +65.92% (+121.7K) YoY NEW(+306.2K)	All Managers (Combined)	$3.8M	3.0% ($3.8M/$128.6M)	QoQ +60.12% (+$1.4M) YoY NEW(+$3.8M)
(cusip878742204)✕	99.1K	QoQ +1.08% (-1.1K) YoY -2.85% (-2.9K)	All Managers (Combined)	$3.6M	2.8% ($3.6M/$128.6M)	QoQ -9.13% (-$363.1K) YoY -22.69% (-$1.1M)
CHEVRON CORP(CVXcusip166764100)	19.6K	QoQ +5.99% (+1.1K) YoY +17.04% (+2.9K)	All Managers (Combined)	$3.3M	2.5% ($3.3M/$128.6M)	QoQ +22.42% (+$599.7K) YoY +24.13% (+$636.6K)
DEERE & CO(DEcusip244199105)	6.8K	QoQ -3.37% (-239) YoY -47.62% (-6.2K)	All Managers (Combined)	$3.2M	2.5% ($3.2M/$128.6M)	QoQ +7.04% (-$211.6K) YoY -40.15% (-$2.2M)
lululemon athletica inc.(LULUcusip550021109)	11.3K	QoQ -0.44% (-50) YoY NEW(+11.3K)	All Managers (Combined)	$3.2M	2.5% ($3.2M/$128.6M)	QoQ -26.30% (-$1.1M) YoY NEW(+$3.2M)
Apple Inc.(AAPLcusip037833100)	14.4K	QoQ -0.29% (-42) YoY -36.52% (-8.3K)	All Managers (Combined)	$3.2M	2.5% ($3.2M/$128.6M)	QoQ -11.55% (-$417.1K) YoY -17.77% (-$689.9K)
(cusip46429B614)✕	46.6K	QoQ +23.12% (+8.7K) YoY +111.11% (+24.5K)	All Managers (Combined)	$3.2M	2.5% ($3.2M/$128.6M)	QoQ +9.65% (+$279.2K) YoY +104.56% (+$1.6M)
Walt Disney Co(DIScusip254687106)	31.3K	QoQ -0.70% (-223) YoY -16.18% (-6.0K)	All Managers (Combined)	$3.1M	2.4% ($3.1M/$128.6M)	QoQ -11.98% (-$421.0K) YoY -32.38% (-$1.5M)
ALBEMARLE CORP(ALBcusip012653101)	42.6K	QoQ +9.41% (-3.7K) YoY +211.37% (+28.9K)	All Managers (Combined)	$3.1M	2.4% ($3.1M/$128.6M)	QoQ -8.45% (-$283.5K) YoY +70.22% (+$1.3M)
GENUINE PARTS CO(GPCcusip372460105)	25.6K	QoQ +0.73% (+188) YoY NEW(+25.6K)	All Managers (Combined)	$3.1M	2.4% ($3.1M/$128.6M)	QoQ +2.78% (+$82.9K) YoY NEW(+$3.1M)