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William Garver

@Leibman Financial Services, Inc.

Latest period2024 - Q4ReportedManaged Assets$137.057MTotal holdings55
Assets growth rate-2.86%Assets growth rate (2-Q avg)0.88%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Leibman Financial Services, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 55 positions.

Assets under management

The assets under management (AUM) of Leibman Financial Services, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 137.057M in assets, with a quarterly growth rate of -2.86% and a 2-quarter average growth rate of 0.88%. The portfolio is managed by William Garver, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
KNSLKinsale Cap Group Inc
Recent Activity
Decreased -0.1%
1.55%
$2.12M
4,557 shares@ $465.14 avg price
DGDollar Gen Corp New
Recent Activity
New Position
1.48%
$2.018M
26,617 shares@ $75.83 avg price
ENPHEnphase Energy Inc
Recent Activity
Increased 58.58%
1.47%
$2.003M
29,169 shares@ $68.69 avg price
PLDPrologis Inc.
Recent Activity
Increased 25.58%
1.45%
$1.987M
18,794 shares@ $105.7 avg price
PINSPinterest Inc
Recent Activity
Increased 102.23%
1.36%
$1.862M
64,222 shares@ $29.0 avg price
MTHMeritage Homes Corp
Recent Activity
Decreased -25.72%
1.34%
$1.826M
11,874 shares@ $153.83 avg price
8816⤦Tesla Inc
Recent Activity
New Position
1.24%
$1.697M
4,202 shares@ $403.83 avg price
ROKRockwell Automation Inc
Recent Activity
0.98%
$1.332M
4,660 shares@ $285.79 avg price
PGNYProgyny Inc
Recent Activity
Increased 100.75%
0.8%
$1.096M
63,509 shares@ $17.25 avg price
CRWDCrowdstrike Hldgs Inc
Recent Activity
Increased 6.39%
0.8%
$1.095M
3,200 shares@ $342.16 avg price