13F HOLDINGS REPORT
Leibman Financial Services, Inc.
Quarter ended Q4 2024 · Filed January 13, 2025 · Accession 0002006661-25-000002
Total Value
$137.1M
Positions
55
Other Managers
0
Confidential Omitted
No
Holdings (55)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | WISDOMTREE TR | WT | 251,115 | $12.6M | 9.22% |
| 2 | WISDOMTREE TR | WT | 121,803 | $5.5M | 4.02% |
| 3 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 25,355 | $5.0M | 3.65% |
| 4 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 11,040 | $5.0M | 3.65% |
| 5 | ALPHABET INC | GOOG | 25,442 | $4.8M | 3.54% |
| 6 | UNITED RENTALS INC | URI | 6,503 | $4.6M | 3.34% |
| 7 | LULULEMON ATHLETICA INC | LULU | 11,346 | $4.3M | 3.17% |
| 8 | ALEXANDRIA REAL ESTATE EQ IN | 015271109 | 41,580 | $4.1M | 2.96% |
| 9 | TECK RESOURCES LTD | TCKRF | 98,025 | $4.0M | 2.90% |
| 10 | FREEPORT-MCMORAN INC | FCX | 100,786 | $3.8M | 2.80% |
| 11 | SOUTHWEST AIRLS CO | 844741108 | 109,887 | $3.7M | 2.70% |
| 12 | APPLE INC | AAPL | 14,414 | $3.6M | 2.63% |
| 13 | DISNEY WALT CO | 254687106 | 31,540 | $3.5M | 2.56% |
| 14 | ALBEMARLE CORP | ALB-PA | 38,964 | $3.4M | 2.45% |
| 15 | AMGEN INC | AMGN | 12,800 | $3.3M | 2.43% |
| 16 | T-MOBILE US INC | TMUSZ | 14,466 | $3.2M | 2.33% |
| 17 | THE TRADE DESK INC | 88339J105 | 26,393 | $3.1M | 2.26% |
| 18 | MICROSOFT | MSFT | 7,344 | $3.1M | 2.26% |
| 19 | FIRST SOLAR INC | FSLR | 17,226 | $3.0M | 2.22% |
| 20 | DEERE & CO | DE | 7,088 | $3.0M | 2.19% |
| 21 | GENUINE PARTS CO | GPC | 25,460 | $3.0M | 2.17% |
| 22 | LOWES COS INC | 548661107 | 11,958 | $3.0M | 2.15% |
| 23 | ISHARES TR | 46429B614 | 37,810 | $2.9M | 2.11% |
| 24 | CHEVRON CORP NEW | CVX | 18,466 | $2.7M | 1.95% |
| 25 | AMAZON COM INC | AMZN | 11,649 | $2.6M | 1.86% |
| 26 | APPLIED MATERIALS INC | 038222105 | 15,285 | $2.5M | 1.81% |
| 27 | PURE STORAGE INC | 74624M102 | 40,412 | $2.5M | 1.81% |
| 28 | AES CORP | AES | 184,566 | $2.4M | 1.73% |
| 29 | DATADOG INC | DDOG | 16,488 | $2.4M | 1.72% |
| 30 | TARGET CORP | TGT | 16,804 | $2.3M | 1.66% |
| 31 | KINSALE CAP GROUP INC | 49714P108 | 4,557 | $2.1M | 1.55% |
| 32 | DOLLAR GEN CORP NEW | 256677105 | 26,617 | $2.0M | 1.47% |
| 33 | ENPHASE ENERGY INC | ENPH | 29,169 | $2.0M | 1.46% |
| 34 | PROLOGIS INC. | PLDGP | 18,794 | $2.0M | 1.45% |
| 35 | PINTEREST INC | PINS | 64,222 | $1.9M | 1.36% |
| 36 | MERITAGE HOMES CORP | MTH | 11,874 | $1.8M | 1.33% |
| 37 | TESLA INC | TSLA | 4,202 | $1.7M | 1.24% |
| 38 | ROCKWELL AUTOMATION INC | ROK | 4,660 | $1.3M | 0.97% |
| 39 | PROGYNY INC | PGNY | 63,509 | $1.1M | 0.80% |
| 40 | CROWDSTRIKE HLDGS INC | CRWD | 3,200 | $1.1M | 0.80% |
| 41 | ISHARES TR | 464288679 | 9,655 | $1.1M | 0.78% |
| 42 | GRAB HOLDINGS LIMITED | GRABW | 198,527 | $937,047 | 0.68% |
| 43 | WALMART INC | WMT | 9,965 | $900,312 | 0.66% |
| 44 | PUBMATIC INC | PUBM | 56,690 | $832,776 | 0.61% |
| 45 | UNION PAC CORP | UNP | 2,712 | $618,444 | 0.45% |
| 46 | SHELL PTC | RYDAF | 7,901 | $495,020 | 0.36% |
| 47 | RTX CORPORATION | RXT | 3,822 | $442,282 | 0.32% |
| 48 | MAGNA INTL INC | 559222401 | 7,712 | $322,284 | 0.24% |
| 49 | CATERPILLAR INC | CAT | 770 | $279,325 | 0.20% |
| 50 | ISHARES TR | 46429B598 | 5,271 | $277,444 | 0.20% |
| 51 | CARRIER GLOBAL CORPORATION | CARR | 3,752 | $256,112 | 0.19% |
| 52 | NUCOR CORP | NUE | 1,974 | $230,386 | 0.17% |
| 53 | HONEYWELL INTL INC | 438516106 | 939 | $212,111 | 0.15% |
| 54 | ARCADIUM LITHIUM PLC | G0508H110 | 40,598 | $208,268 | 0.15% |
| 55 | SKYWORKS SOLUTIONS INC | SWKS | 2,264 | $200,772 | 0.15% |