Leibman Financial Services, Inc. Q2 2025 Filing
Filed July 9, 2025
Portfolio Value
$130.1B
Holdings
49
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (49 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | USFRWISDOMTREE TR | 195,937 | $9.9B | 7.58% | |
| 2 | EPIWISDOMTREE TR | 126,595 | $6.0B | 4.62% | |
| 3 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 21,411 | $4.8B | 3.73% | |
| 4 | FSLRFIRST SOLAR INC | 27,476 | $4.5B | 3.50% | |
| 5 | BRK/BBERKSHIRE HATHAWAY INC DEL | 9,017 | $4.4B | 3.37% | |
| 6 | AMZNAMAZON COM INC | 19,156 | $4.2B | 3.23% | |
| 7 | FCXFREEPORT-MCMORAN INC | 96,545 | $4.2B | 3.22% | |
| 8 | URIUNITED RENTALS INC | 5,410 | $4.1B | 3.13% | |
| 9 | AVDVAMERICAN CENTY ETF TR | 50,115 | $4.0B | 3.05% | |
| 10 | GOOGALPHABET INC | 22,055 | $3.9B | 3.01% | |
| 11 | TECK/BTECK RESOURCES LTD | 96,095 | $3.9B | 2.98% | |
| 12 | SMINISHARES TR | 49,555 | $3.8B | 2.94% | |
| 13 | TTDTHE TRADE DESK INC | 47,757 | $3.4B | 2.64% | |
| 14 | TMUST-MOBILE US INC | 14,403 | $3.4B | 2.64% | |
| 15 | STRLSTERLING INFRASTRUCTURE INC | 14,476 | $3.3B | 2.57% | |
| 16 | AESAES CORP | 311,712 | $3.3B | 2.52% | |
| 17 | AREALEXANDRIA REAL ESTATE EQ IN | 44,503 | $3.2B | 2.48% | |
| 18 | DGDOLLAR GEN CORP NEW | 28,174 | $3.2B | 2.48% | |
| 19 | DISDISNEY WALT CO | 25,207 | $3.1B | 2.40% | |
| 20 | MSFTMICROSOFT CORP | 6,214 | $3.1B | 2.38% | |
| 21 | AMGNAMGEN INC | 10,975 | $3.1B | 2.36% | |
| 22 | ALBALBEMARLE CORP | 48,871 | $3.1B | 2.35% | |
| 23 | GPCGENUINE PARTS CO | 25,008 | $3.0B | 2.33% | |
| 24 | LULULULULEMON ATHLETICA INC | 11,716 | $2.8B | 2.14% | |
| 25 | AAPLAPPLE INC | 13,061 | $2.7B | 2.06% | |
| 26 | AMATAPPLIED MATLS INC | 14,580 | $2.7B | 2.05% | |
| 27 | DDOGDATADOG INC | 18,374 | $2.5B | 1.90% | |
| 28 | CMGCHIPOTLE MEXICAN GRILL INC | 42,963 | $2.4B | 1.85% | |
| 29 | LOWLOWES COS INC | 10,279 | $2.3B | 1.75% | |
| 30 | PSTGPURE STORAGE INC | 38,377 | $2.2B | 1.70% | |
| 31 | KNSLKINSALE CAP GROUP INC | 4,484 | $2.2B | 1.67% | |
| 32 | PLDPROLOGIS INC. | 19,460 | $2.0B | 1.57% | |
| 33 | PINSPINTEREST INC | 54,914 | $2.0B | 1.51% | |
| 34 | DYHTARGET CORP | 17,762 | $1.8B | 1.35% | |
| 35 | CRWDCROWDSTRIEK HLDGS INC | 3,215 | $1.6B | 1.26% | |
| 36 | CASYCASEYS GEN STORES INC | 2,579 | $1.3B | 1.01% | |
| 37 | PUBMPUBMATIC INC | 104,683 | $1.3B | 1.00% | |
| 38 | ENPHENPHASE ENERGY INC | 30,457 | $1.2B | 0.93% | |
| 39 | GRABGRAB HOLDINGS LIMITED | 221,743 | $1.1B | 0.86% | |
| 40 | CAVACAVA GROUP INC | 12,229 | $1.0B | 0.79% | |
| 41 | PGNYPROGYNY INC | 45,946 | $1.0B | 0.78% | |
| 42 | SHVISHARES TR | 7,312 | $807.4M | 0.62% | |
| 43 | DEDEERE & CO | 1,128 | $573.6M | 0.44% | |
| 44 | TSLATESLA INC | 1,369 | $434.9M | 0.33% | |
| 45 | INDAISHARES TR | 4,886 | $272.1M | 0.21% | |
| 46 | WMTWALMART INC | 2,559 | $250.2M | 0.19% | |
| 47 | RSRELIANCE INC | 719 | $225.7M | 0.17% | |
| 48 | UNPUNION PAC CORP | 960 | $220.9M | 0.17% | |
| 49 | SHELSHELL PLC | 2,983 | $210.1M | 0.16% |