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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Walmart Inc.

WMT|931142103

Shares:8.0K

Value:$700.4K

% of Portfolio:0.5% ($700.4K/$128.6M)

UNION PACIFIC CORP

UNP|907818108

Shares:2.7K

Value:$640.7K

% of Portfolio:0.5% ($640.7K/$128.6M)

PubMatic, Inc.

PUBM|74467Q103

Shares:63.2K

Value:$577.5K

% of Portfolio:0.4% ($577.5K/$128.6M)

Shell plc

SHEL|780259305

Shares:7.9K

Value:$577.5K

% of Portfolio:0.4% ($577.5K/$128.6M)

7551E3101

Shares:3.8K

Value:$506.3K

% of Portfolio:0.4% ($506.3K/$128.6M)

SOUTHWEST AIRLINES CO

LUV|844741108

Shares:13.8K

Value:$464.8K

% of Portfolio:0.4% ($464.8K/$128.6M)

Tesla, Inc.

TSLA|88160R101

Shares:1.7K

Value:$427.7K

% of Portfolio:0.3% ($427.7K/$128.6M)

46429B598

Shares:5.3K

Value:$271.3K

% of Portfolio:0.2% ($271.3K/$128.6M)

CATERPILLAR INC

CAT|149123101

Shares:751

Value:$247.7K

% of Portfolio:0.2% ($247.7K/$128.6M)

CARRIER GLOBAL Corp

CARR|14448C104

Shares:3.8K

Value:$237.9K

% of Portfolio:0.2% ($237.9K/$128.6M)

NUCOR CORP

NUE|670346105

Shares:2.0K

Value:$237.6K

% of Portfolio:0.2% ($237.6K/$128.6M)

MAGNA INTERNATIONAL INC

MGA|559222401

Shares:6.2K

Value:$212.1K

% of Portfolio:0.2% ($212.1K/$128.6M)

RELIANCE, INC.

RS|759509102

Shares:719

Value:$207.6K

% of Portfolio:0.2% ($207.6K/$128.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Walmart Inc.(WMTcusip931142103)	8.0K	QoQ -19.93% (-2.0K) YoY -28.65% (-3.2K)	All Managers (Combined)	$700.4K	0.5% ($700.4K/$128.6M)	QoQ -22.20% (-$199.9K) YoY +4.09% (-$27.6K)
UNION PACIFIC CORP(UNPcusip907818108)	2.7K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$640.7K	0.5% ($640.7K/$128.6M)	QoQ +3.59% (+$22.2K) YoY -3.94% (-$26.3K)
PubMatic, Inc.(PUBMcusip74467Q103)	63.2K	QoQ +11.45% (-6.5K) YoY NEW(+63.2K)	All Managers (Combined)	$577.5K	0.4% ($577.5K/$128.6M)	QoQ -30.65% (-$255.3K) YoY NEW(+$577.5K)
Shell plc(SHELcusip780259305)	7.9K	QoQ -0.26% (-21) YoY -75.08% (-23.7K)	All Managers (Combined)	$577.5K	0.4% ($577.5K/$128.6M)	QoQ +16.65% (-$82.5K) YoY -72.76% (-$1.5M)
(cusip7551E3101)✕	3.8K	QoQ NEW(+3.8K) YoY NEW(+3.8K)	All Managers (Combined)	$506.3K	0.4% ($506.3K/$128.6M)	QoQ NEW(+$506.3K) YoY NEW(+$506.3K)
SOUTHWEST AIRLINES CO(LUVcusip844741108)	13.8K	QoQ -87.40% (-96.0K) YoY -89.93% (-123.6K)	All Managers (Combined)	$464.8K	0.4% ($464.8K/$128.6M)	QoQ -87.41% (-$3.2M) YoY -88.41% (-$3.5M)
Tesla, Inc.(TSLAcusip88160R101)	1.7K	QoQ NEW(+1.7K) YoY NEW(+1.7K)	All Managers (Combined)	$427.7K	0.3% ($427.7K/$128.6M)	QoQ NEW(+$427.7K) YoY NEW(+$427.7K)
(cusip46429B598)✕	5.3K	QoQ 0.00% (-0) YoY -38.30% (-3.3K)	All Managers (Combined)	$271.3K	0.2% ($271.3K/$128.6M)	QoQ -2.20% (-$6.1K) YoY -38.43% (-$169.4K)
CATERPILLAR INC(CATcusip149123101)	751	QoQ -2.46% (-19) YoY +0.94% (-7)	All Managers (Combined)	$247.7K	0.2% ($247.7K/$128.6M)	QoQ -11.32% (-$31.6K) YoY -9.14% (-$24.9K)
CARRIER GLOBAL Corp(CARRcusip14448C104)	3.8K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$237.9K	0.2% ($237.9K/$128.6M)	QoQ -7.11% (-$18.2K) YoY +9.06% (+$19.8K)
NUCOR CORP(NUEcusip670346105)	2.0K	QoQ 0.00% (+0) YoY -0.50% (-10)	All Managers (Combined)	$237.6K	0.2% ($237.6K/$128.6M)	QoQ +3.10% (+$7.2K) YoY -39.49% (-$155.1K)
MAGNA INTERNATIONAL INC(MGAcusip559222401)	6.2K	QoQ -19.07% (-1.5K) YoY -88.79% (-49.4K)	All Managers (Combined)	$212.1K	0.2% ($212.1K/$128.6M)	QoQ -34.17% (-$110.2K) YoY -93.00% (-$2.8M)
RELIANCE, INC.(RScusip759509102)	719	QoQ NEW(+719) YoY 0.00% (-0)	All Managers (Combined)	$207.6K	0.2% ($207.6K/$128.6M)	QoQ NEW(+$207.6K) YoY -13.59% (-$32.7K)