13F HOLDINGS REPORT
Leibman Financial Services, Inc.
Quarter ended Q1 2024 · Filed April 4, 2024 · Accession 0002006661-24-000002
Total Value
$130.3M
Positions
53
Other Managers
0
Confidential Omitted
No
Holdings (53)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | WISDOMTREE TR | WT | 180,734 | $9.1M | 6.98% |
| 2 | UNITED RENTALS INC | URI | 8,872 | $6.4M | 4.91% |
| 3 | DEERE & CO | DE | 13,078 | $5.4M | 4.12% |
| 4 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 11,312 | $4.8M | 3.65% |
| 5 | TECK RESOURCES LTD | TCKRF | 102,000 | $4.7M | 3.58% |
| 6 | FREEPORT-MCMORAN INC | FCX | 98,027 | $4.6M | 3.54% |
| 7 | DISNEY WALT CO | 254687106 | 37,364 | $4.6M | 3.51% |
| 8 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 32,943 | $4.5M | 3.44% |
| 9 | APPLIED MATERIALS INC | 038222105 | 20,691 | $4.3M | 3.27% |
| 10 | ALPHABET INC | GOOG | 27,319 | $4.2M | 3.19% |
| 11 | MICROSOFT | MSFT | 9,745 | $4.1M | 3.15% |
| 12 | SOUTHWEST AIRLS CO | 844741108 | 137,488 | $4.0M | 3.08% |
| 13 | APPLE INC | AAPL | 22,641 | $3.9M | 2.98% |
| 14 | LOWES COS INC | 548661107 | 15,211 | $3.9M | 2.97% |
| 15 | WISDOMTREE TR | WT | 82,683 | $3.6M | 2.76% |
| 16 | TESLA INC | TSLA | 19,680 | $3.5M | 2.65% |
| 17 | AMGEN INC | AMGN | 12,049 | $3.4M | 2.63% |
| 18 | PURE STORAGE INC | 74624M102 | 64,313 | $3.3M | 2.57% |
| 19 | FIRST SOLAR INC | FSLR | 18,184 | $3.1M | 2.36% |
| 20 | MAGNA INTL INC | 559222401 | 55,684 | $3.0M | 2.33% |
| 21 | THE TRADE DESK INC | 88339J105 | 34,462 | $3.0M | 2.31% |
| 22 | MERITAGE HOMES CORP | MTH | 16,677 | $2.9M | 2.25% |
| 23 | PFIZER INC | PFE | 100,885 | $2.8M | 2.15% |
| 24 | ALEXANDRIA REAL ESTATE EQ IN | 015271109 | 21,363 | $2.8M | 2.11% |
| 25 | CHEVRON CORP NEW | CVX | 16,722 | $2.6M | 2.02% |
| 26 | BOEING CO | BA-PA | 13,302 | $2.6M | 1.97% |
| 27 | GENERAL MTRS CO | 37045V100 | 49,862 | $2.3M | 1.74% |
| 28 | KINSALE CAP GROUP INC | 49714P108 | 4,310 | $2.3M | 1.74% |
| 29 | DATADOG INC | DDOG | 17,454 | $2.2M | 1.66% |
| 30 | ENPHASE ENERGY INC | ENPH | 17,808 | $2.2M | 1.65% |
| 31 | SHELL PTC | RYDAF | 31,629 | $2.1M | 1.63% |
| 32 | ALBEMARLE CORP | ALB-PA | 13,692 | $1.8M | 1.38% |
| 33 | ISHARES TR | 46429B614 | 22,051 | $1.5M | 1.19% |
| 34 | ROCKWELL AUTOMATION INC | ROK | 4,660 | $1.4M | 1.04% |
| 35 | ARCADIUM LITHIUM PLC | G0508H110 | 298,301 | $1.3M | 0.99% |
| 36 | ISHARES TR | 464288679 | 11,134 | $1.2M | 0.94% |
| 37 | PINTEREST INC | PINS | 31,124 | $1.1M | 0.83% |
| 38 | UNIVERSAL DISPLAY CORP | OLED | 5,443 | $916,818 | 0.70% |
| 39 | WALMART INC | WMT | 11,182 | $672,804 | 0.52% |
| 40 | UNION PAC CORP | UNP | 2,712 | $666,963 | 0.51% |
| 41 | CVS HEALTH CORP | CVS | 6,641 | $529,678 | 0.41% |
| 42 | ISHARES TR | 46429B598 | 8,543 | $440,713 | 0.34% |
| 43 | NUCOR CORP | NUE | 1,984 | $392,634 | 0.30% |
| 44 | RTX CORPORATION | RXT | 3,822 | $372,760 | 0.29% |
| 45 | INTEL CORP | INTC | 6,674 | $294,791 | 0.23% |
| 46 | KROGER CO | KR | 4,928 | $281,524 | 0.22% |
| 47 | CATERPILLAR INC | CAT | 744 | $272,624 | 0.21% |
| 48 | SKYWORKS SOLUTIONS INC | SWKS | 2,264 | $245,237 | 0.19% |
| 49 | RELIANCE STEEL & ALUMINUM CO | RS | 719 | $240,276 | 0.18% |
| 50 | SPDR INDEX SHS FDS | 78463X202 | 4,164 | $218,819 | 0.17% |
| 51 | CARRIER GLOBAL CORPORATION | CARR | 3,752 | $218,104 | 0.17% |
| 52 | HONEYWELL INTL INC | 438516106 | 1,048 | $215,102 | 0.17% |
| 53 | BLACKROCK RES & COMMODITIES | BLK | 20,995 | $190,635 | 0.15% |