Leibman Financial Services Increases Holdings in USFR, SMPL, DUOL; Sells FCX Shares
Leibman Financial Services Inc. significantly boosted its position in WisdomTree TR ETFs (USFR) this quarter while adding new stakes in Simply Good Foods Co and Duolingo Inc.
As of June 30, 2026, Leibman Financial Services Inc., a prominent investment firm, has shown active portfolio management through notable changes in its holdings. The firm maintains a diverse portfolio with 46 positions across various sectors.
Prominent Purchases This Quarter
WisdomTree TR ETFs (USFR) stands out as the most significant purchase, accounting for approximately 13.2% of Leibman Financial Services' portfolio value. The firm increased its total shares in this holding by a substantial 61% compared to the previous period.
Additionally, Leibman has made considerable new investments recently:
- In Simply Good Foods Co (SMPL) with a 100% increase in shares during the quarter.
- It also established a position in Duolingo Inc (DUOL).
- In Embraer S.A. (ERJ), Leibman Financial Services added shares, representing about 1.7% of the portfolio value.
New Position in Alphabet Inc
Focusing on another significant addition, Leibman Financial Services has allocated capital to Alphabet Inc (GOOG). This investment increased by 28.5% during the quarter and now represents about 2.97% of the total portfolio value.
Strategic Reductions
The investor also demonstrated a strategic approach to exits, notably reducing exposure in Freeport-McMoRan Inc (FCX). The position in FCX decreased by 83.5% during the quarter and now accounts for just 0.35% of the portfolio value.
Other Notable Changes
Beyond these major shifts, Leibman Financial Services also adjusted positions in several other companies:
- Pinterest Inc (PINS) saw its allocation increase by 23.43% in shares.
- It added to its stake in IShares ETFs (ILF), increasing the position value slightly despite a share reduction of 18.66%.
- The firm also reduced its holding in Costco Wholesale Corp (COST) during this period, as indicated by portfolio_indicators.
For further details on Leibman Financial Services' investment strategy and holdings analysis, visit their profile. You can explore specific stock positions like USFR (WisdomTree TR ETFs) or SMPL (Simply Good Foods Co) on the platform.