Leibman Financial Services, Inc. Q4 2025 Filing

Filed January 6, 2026

Portfolio Value

$138.5B

Holdings

51

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (51 positions)

#StockSharesValue% PortfolioType
1
USFRWISDOMTREE TR
295,493$14.9B10.73%
2
EPIWISDOMTREE TR
131,987$6.1B4.41%
3
AVDVAMERICAN CENTY ETF TR
59,096$5.6B4.01%
4
TECK/BTECK RESOURCES LTD
99,097$4.7B3.42%
5
FCXFREEPORT-MCMORAN INC
92,129$4.7B3.38%
6
LULULULULEMON ATHLETICA INC
22,202$4.6B3.33%
7
BRK/BBERKSHIRE HATHAWAY INC DEL
9,115$4.6B3.31%
8
AMZNAMAZON COM INC
19,066$4.4B3.18%
9
ALBALBEMARLE CORP
29,798$4.2B3.04%
10
CAVACAVA GROUP INC
67,324$4.0B2.85%
11
AMGNAMGEN INC
11,789$3.9B2.78%
12
GOOGALPHABET INC
12,273$3.9B2.78%
13
DGSWISDOMTREE TR
65,861$3.8B2.72%
14
KNSLKINSALE CAP GROUP INC
9,438$3.7B2.66%
15
SMINISHARES TR
48,656$3.4B2.45%
16
DISDISNEY WALT CO
29,690$3.4B2.44%
17
AAPLAPPLE INC
12,396$3.4B2.43%
18
TMUST-MOBILE US INC
16,129$3.3B2.36%
19
FSLRFIRST SOLAR INC
11,272$2.9B2.12%
20
ILFISHARES TR
86,938$2.6B1.91%
21
TTDTHE TRADE DESK INC
69,523$2.6B1.90%
22
PLDPROLOGIS INC.
20,246$2.6B1.87%
23
DYHTARGET CORP
26,206$2.6B1.85%
24
LOWLOWES COS INC
10,525$2.5B1.83%
25
CASYCASEYS GEN STORES INC
4,506$2.5B1.80%
26
AREALEXANDRIA REAL ESTATE EQ IN
49,297$2.4B1.74%
27
URIUNITED RENTALS INC
2,967$2.4B1.73%
28
CMGCHIPOTLE MEXICAN GRILL INC
60,723$2.2B1.62%
29
CPRTCOPART INC
53,871$2.1B1.52%
30
OCOWENS CORNING NEW
18,483$2.1B1.49%
31
MLB1MERCADOLIBRE INC
992$2.0B1.44%
32
GRABGRAB HOLDINGS LIMITED
380,434$1.9B1.37%
33
PINSPINTEREST INC
70,688$1.8B1.32%
34
CPNGCOUPANG INC
72,833$1.7B1.24%
35
TSMTAIWAN SEMICONDUCTOR MFG LTD
5,593$1.7B1.23%
36
SESEA LTD
12,962$1.7B1.19%
37
NXTNEXTPOWER INC
18,069$1.6B1.14%
38
CRWDCROWDSTRIKE HLDGS INC
3,170$1.5B1.07%
39
DDOGDATADOG INC
8,974$1.2B0.88%
40
PGNYPROGYNY INC
46,435$1.2B0.86%
41
COSTCOSTCO WHSL CORP NEW
1,218$1.1B0.76%
42
ENPHENPHASE ENERGY INC
32,744$1.0B0.76%
43
STRLSTERLING INFRASTRUCTURE INC
3,349$1.0B0.74%
44
PUBMPUBMATIC INC
115,610$1.0B0.74%
45
SHVISHARES TR
5,655$622.0M0.45%
46
CATCATERPILLAR INC
610$349.0M0.25%
47
DEDEERE & CO
666$310.0M0.22%
48
AESAES CORP
16,664$238.0M0.17%
49
UNPUNION PAC CORP
960$222.0M0.16%
50
MSFTMICROSOFT CORP
449$217.0M0.16%
51
SHELSHELL PLC
2,856$209.0M0.15%