13F HOLDINGS REPORT
Leibman Financial Services, Inc.
Quarter ended Q2 2025 · Filed July 9, 2025 · Accession 0002006661-25-000007
Total Value
$130.1M
Positions
49
Other Managers
0
Confidential Omitted
No
Holdings (49)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | WISDOMTREE TR | WT | 195,937 | $9.9M | 7.58% |
| 2 | WISDOMTREE TR | WT | 126,595 | $6.0M | 4.62% |
| 3 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 21,411 | $4.8M | 3.73% |
| 4 | FIRST SOLAR INC | FSLR | 27,476 | $4.5M | 3.50% |
| 5 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 9,017 | $4.4M | 3.37% |
| 6 | AMAZON COM INC | AMZN | 19,156 | $4.2M | 3.23% |
| 7 | FREEPORT-MCMORAN INC | FCX | 96,545 | $4.2M | 3.22% |
| 8 | UNITED RENTALS INC | URI | 5,410 | $4.1M | 3.13% |
| 9 | AMERICAN CENTY ETF TR | 025072802 | 50,115 | $4.0M | 3.05% |
| 10 | ALPHABET INC | GOOG | 22,055 | $3.9M | 3.01% |
| 11 | TECK RESOURCES LTD | TCKRF | 96,095 | $3.9M | 2.98% |
| 12 | ISHARES TR | 46429B614 | 49,555 | $3.8M | 2.94% |
| 13 | THE TRADE DESK INC | 88339J105 | 47,757 | $3.4M | 2.64% |
| 14 | T-MOBILE US INC | TMUSZ | 14,403 | $3.4M | 2.64% |
| 15 | STERLING INFRASTRUCTURE INC | STRL | 14,476 | $3.3M | 2.57% |
| 16 | AES CORP | AES | 311,712 | $3.3M | 2.52% |
| 17 | ALEXANDRIA REAL ESTATE EQ IN | 015271109 | 44,503 | $3.2M | 2.48% |
| 18 | DOLLAR GEN CORP NEW | 256677105 | 28,174 | $3.2M | 2.48% |
| 19 | DISNEY WALT CO | 254687106 | 25,207 | $3.1M | 2.40% |
| 20 | MICROSOFT CORP | MSFT | 6,214 | $3.1M | 2.38% |
| 21 | AMGEN INC | AMGN | 10,975 | $3.1M | 2.36% |
| 22 | ALBEMARLE CORP | ALB-PA | 48,871 | $3.1M | 2.35% |
| 23 | GENUINE PARTS CO | GPC | 25,008 | $3.0M | 2.33% |
| 24 | LULULEMON ATHLETICA INC | LULU | 11,716 | $2.8M | 2.14% |
| 25 | APPLE INC | AAPL | 13,061 | $2.7M | 2.06% |
| 26 | APPLIED MATLS INC | 038222105 | 14,580 | $2.7M | 2.05% |
| 27 | DATADOG INC | DDOG | 18,374 | $2.5M | 1.90% |
| 28 | CHIPOTLE MEXICAN GRILL INC | CMG | 42,963 | $2.4M | 1.85% |
| 29 | LOWES COS INC | 548661107 | 10,279 | $2.3M | 1.75% |
| 30 | PURE STORAGE INC | 74624M102 | 38,377 | $2.2M | 1.70% |
| 31 | KINSALE CAP GROUP INC | 49714P108 | 4,484 | $2.2M | 1.67% |
| 32 | PROLOGIS INC. | PLDGP | 19,460 | $2.0M | 1.57% |
| 33 | PINTEREST INC | PINS | 54,914 | $2.0M | 1.51% |
| 34 | TARGET CORP | TGT | 17,762 | $1.8M | 1.35% |
| 35 | CROWDSTRIEK HLDGS INC | CRWD | 3,215 | $1.6M | 1.26% |
| 36 | CASEYS GEN STORES INC | 147528103 | 2,579 | $1.3M | 1.01% |
| 37 | PUBMATIC INC | PUBM | 104,683 | $1.3M | 1.00% |
| 38 | ENPHASE ENERGY INC | ENPH | 30,457 | $1.2M | 0.93% |
| 39 | GRAB HOLDINGS LIMITED | GRABW | 221,743 | $1.1M | 0.86% |
| 40 | CAVA GROUP INC | CAVA | 12,229 | $1.0M | 0.79% |
| 41 | PROGYNY INC | PGNY | 45,946 | $1.0M | 0.78% |
| 42 | ISHARES TR | 464288679 | 7,312 | $807,401 | 0.62% |
| 43 | DEERE & CO | DE | 1,128 | $573,577 | 0.44% |
| 44 | TESLA INC | TSLA | 1,369 | $434,877 | 0.33% |
| 45 | ISHARES TR | 46429B598 | 4,886 | $272,052 | 0.21% |
| 46 | WALMART INC | WMT | 2,559 | $250,219 | 0.19% |
| 47 | RELIANCE INC | RS | 719 | $225,694 | 0.17% |
| 48 | UNION PAC CORP | UNP | 960 | $220,877 | 0.17% |
| 49 | SHELL PLC | RYDAF | 2,983 | $210,058 | 0.16% |