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Home > Institutional Investor > Leibman Financial Services, Inc. > Profile

Instuitional Investor - Leibman Financial Services, Inc.

Fund Profile
Filing Period:
Fund Name: Leibman Financial Services, Inc.
Portfolio Value $120,254,417
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Wisdomtree Tr
 143,520 $7,210,423 5.99%
2.
United Rentals Inc.
 URI 10,079 $5,779,692 4.8%
3.
Deere & Co
 DE 11,552 $4,619,138 3.84%
4.
Southwest Airlines Co
 LUV 153,990 $4,447,232 3.69%
5.
Apple Inc.
 AAPL 22,223 $4,278,598 3.55%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)