Leibman Financial Services, Inc. Q1 2025 Filing

Filed April 9, 2025

Portfolio Value

$128.6B

Holdings

53

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (53 positions)

#StockSharesValue% PortfolioType
1
USFRWISDOMTREE TR
291,160$14.7B11.39%
2
BRK/BBERKSHIRE HATHAWAY INC DEL
10,701$5.7B4.43%
3
EPIWISDOMTREE TR
125,352$5.5B4.26%
4
URIUNITED RENTALS INC
6,603$4.1B3.22%
5
TSMTAIWAN SEMICONDUCTOR MFG LTD
24,875$4.1B3.21%
6
FCXFREEPORT-MCMORAN INC
105,097$4.0B3.09%
7
AREALEXANDERIA REAL ESTATE EQ IN
42,231$3.9B3.04%
8
AMGNAMGEN INC
12,470$3.9B3.02%
9
GOOGALPHABET INC
24,778$3.9B3.01%
10
TMUST-MOBILE US INC
14,381$3.8B2.98%
11
AESAES CORP
306,246$3.8B2.96%
12
TECK/BTECK RESOURCES LTD
99,091$3.6B2.81%
13
CVXCHEVRON CORP NEW
19,573$3.3B2.55%
14
DEDEERE & CO
6,849$3.2B2.50%
15
LULULULULEMON ATHLETICA INC
11,296$3.2B2.49%
16
AAPLAPPLE INC
14,372$3.2B2.48%
17
SMINISHARES TR
46,552$3.2B2.46%
18
DISDISNEY WALT CO
31,317$3.1B2.40%
19
ALBALBEMARLE CORP
42,634$3.1B2.39%
20
GPCGENUINE PARTS CO
25,648$3.1B2.38%
21
LOWLOWES COS INC
11,941$2.8B2.16%
22
MSFTMICROSOFT
7,347$2.8B2.14%
23
FSLRFIRST SOLAR INC
19,797$2.5B1.95%
24
DGDOLLAR GEN CORP NEW
27,412$2.4B1.87%
25
KNSLKINSALE CAP GROUP INC
4,651$2.3B1.76%
26
AMZNAMAZON COM INC
11,847$2.3B1.75%
27
AMATAPPLIED MATERIALS
15,327$2.2B1.73%
28
TTDTHE TRADE DESK INC
40,332$2.2B1.72%
29
PLDPROLOGIS INC.
18,782$2.1B1.63%
30
ENPHENPHASE ENERGY INC
29,474$1.8B1.42%
31
DYHTARGET CORP
16,898$1.8B1.37%
32
PSTGPURE STORAGE INC
38,410$1.7B1.32%
33
MTHMERITAGE HOMES CORP
23,905$1.7B1.32%
34
DDOGDATADOG INC
16,735$1.7B1.29%
35
PINSPINTEREST INC
52,439$1.6B1.26%
36
ROKROCKWELL AUTOMATION INC
4,660$1.2B0.94%
37
CRWDCROWDSTRIKE HLDGS INC
3,134$1.1B0.86%
38
SHVISHARES TR
9,655$1.1B0.83%
39
PGNYPROGYNY INC
45,433$1.0B0.79%
40
GRABGRAB HOLDINGS LIMITED
201,858$914.4M0.71%
41
WMTWALMART INC
7,978$700.4M0.54%
42
UNPUNION PAC CORP
2,712$640.7M0.50%
43
PUBMPUBMATIC INC
63,184$577.5M0.45%
44
SHELSHELL PLC
7,880$577.5M0.45%
45
RTXRTX CORPORATION
3,822$506.3M0.39%
46
LUVSOUTHWEST AIRLS CO
13,843$464.8M0.36%
47
TSLATESLA INC
1,651$427.7M0.33%
48
INDAISHARES TR
5,271$271.3M0.21%
49
CATCATERPILLAR INC
751$247.7M0.19%
50
CARRCARRIER GLOBAL CORPORATION
3,752$237.9M0.18%
51
NUENUCOR CORP
1,974$237.6M0.18%
52
MGAMAGNA INTL INC
6,241$212.1M0.16%
53
RSRELIANCE INC
719$207.6M0.16%