13F HOLDINGS REPORT
Leibman Financial Services, Inc.
Quarter ended Q2 2024 · Filed July 9, 2024 · Accession 0002006661-24-000003
Total Value
$134.9M
Positions
56
Other Managers
0
Confidential Omitted
No
Holdings (56)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | WISDOMTREE TR | WT | 172,831 | $8.7M | 6.45% |
| 2 | UNITED RENTALS INC | URI | 8,853 | $5.7M | 4.24% |
| 3 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 29,915 | $5.2M | 3.85% |
| 4 | DEERE & CO | DE | 13,425 | $5.0M | 3.72% |
| 5 | APPLE INC | AAPL | 23,255 | $4.9M | 3.63% |
| 6 | ALPHABET INC | GOOG | 26,242 | $4.8M | 3.57% |
| 7 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 11,557 | $4.7M | 3.49% |
| 8 | TESLA INC | TSLA | 23,270 | $4.6M | 3.41% |
| 9 | TECK RESOURCES LTD | TCKRF | 96,116 | $4.6M | 3.41% |
| 10 | FREEPORT-MCMORAN INC | FCX | 90,863 | $4.4M | 3.27% |
| 11 | SOUTHWEST AIRLS CO | 844741108 | 153,851 | $4.4M | 3.26% |
| 12 | MICROSOFT | MSFT | 9,755 | $4.4M | 3.23% |
| 13 | WISDOMTREE TR | WT | 84,316 | $4.1M | 3.02% |
| 14 | FIRST SOLAR INC | FSLR | 17,758 | $4.0M | 2.97% |
| 15 | AMGEN INC | AMGN | 12,530 | $3.9M | 2.90% |
| 16 | DISNEY WALT CO | 254687106 | 37,998 | $3.8M | 2.80% |
| 17 | APPLIED MATERIALS INC | 038222105 | 15,622 | $3.7M | 2.73% |
| 18 | THE TRADE DESK INC | 88339J105 | 35,197 | $3.4M | 2.55% |
| 19 | LOWES COS INC | 548661107 | 15,586 | $3.4M | 2.55% |
| 20 | PFIZER INC | PFE | 112,279 | $3.1M | 2.33% |
| 21 | T-MOBILE US INC | TMUSZ | 16,450 | $2.9M | 2.15% |
| 22 | ALEXANDRIA REAL ESTATE EQ IN | 015271109 | 24,413 | $2.9M | 2.12% |
| 23 | CHEVRON CORP NEW | CVX | 18,073 | $2.8M | 2.10% |
| 24 | MERITAGE HOMES CORP | MTH | 17,267 | $2.8M | 2.07% |
| 25 | PURE STORAGE INC | 74624M102 | 41,750 | $2.7M | 1.99% |
| 26 | MAGNA INTL INC | 559222401 | 61,110 | $2.6M | 1.90% |
| 27 | BOEING CO | BA-PA | 13,986 | $2.5M | 1.89% |
| 28 | DATADOG INC | DDOG | 17,859 | $2.3M | 1.72% |
| 29 | GENERAL MTRS CO | 37045V100 | 49,030 | $2.3M | 1.69% |
| 30 | ISHARES TR | 46429B614 | 23,520 | $1.9M | 1.41% |
| 31 | ENPHASE ENERGY INC | ENPH | 18,080 | $1.8M | 1.34% |
| 32 | KINSALE CAP GROUP INC | 49714P108 | 4,538 | $1.7M | 1.30% |
| 33 | ALBEMARLE CORP | ALB-PA | 15,302 | $1.5M | 1.08% |
| 34 | PINTEREST INC | PINS | 31,390 | $1.4M | 1.03% |
| 35 | ARCADIUM LITHIUM PLC | G0508H110 | 386,468 | $1.3M | 0.96% |
| 36 | ROCKWELL AUTOMATION INC | ROK | 4,660 | $1.3M | 0.95% |
| 37 | ISHARES TR | 464288679 | 10,739 | $1.2M | 0.88% |
| 38 | CROWDSTRIKE HLDGS INC | CRWD | 2,819 | $1.1M | 0.80% |
| 39 | PUBMATIC INC | PUBM | 40,579 | $824,159 | 0.61% |
| 40 | WALMART INC | WMT | 11,182 | $757,114 | 0.56% |
| 41 | PROGYNY INC | PGNY | 24,832 | $710,444 | 0.53% |
| 42 | SHELL PTC | RYDAF | 8,796 | $634,921 | 0.47% |
| 43 | UNION PAC CORP | UNP | 2,712 | $613,617 | 0.45% |
| 44 | ISHARES TR | 46429B598 | 7,900 | $440,639 | 0.33% |
| 45 | RTX CORPORATION | RXT | 3,822 | $383,691 | 0.28% |
| 46 | CVS HEALTH CORP | CVS | 6,124 | $361,677 | 0.27% |
| 47 | NUCOR CORP | NUE | 1,984 | $313,631 | 0.23% |
| 48 | CATERPILLAR INC | CAT | 744 | $247,826 | 0.18% |
| 49 | KROGER CO | KR | 4,876 | $243,447 | 0.18% |
| 50 | SKYWORKS SOLUTIONS INC | SWKS | 2,264 | $241,297 | 0.18% |
| 51 | CARRIER GLOBAL CORPORATION | CARR | 3,752 | $236,676 | 0.18% |
| 52 | UNIVERSAL DISPLAY CORP | OLED | 1,094 | $230,014 | 0.17% |
| 53 | HONEYWELL INTL INC | 438516106 | 1,048 | $223,790 | 0.17% |
| 54 | SPDR INDEX SHS FDS | 78463X202 | 4,164 | $208,325 | 0.15% |
| 55 | INTEL CORP | INTC | 6,674 | $206,694 | 0.15% |
| 56 | RELIANCE STEEL & ALUMINUM CO | RS | 719 | $205,346 | 0.15% |