Leibman Financial Services, Inc.
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| WISDOMTREE TR(WT) | 244,499 | 394,250 | +149,751 | 12,308,097 | 19,850,511 | 13.20% | +7,542,414 |
| DUOLINGO INC(DUOL) | 0 | 24,222 | +24,222 | 0 | 2,786,014 | 1.85% | +2,786,014 |
| SIMPLY GOOD FOODS CO(SMPL) | 0 | 202,479 | +202,479 | 0 | 2,688,921 | 1.79% | +2,688,921 |
| EMBRAER S.A.(EMBJ) | 0 | 40,176 | +40,176 | 0 | 2,563,229 | 1.70% | +2,563,229 |
| SEA LTD(SE) | 29,746 | 43,816 | +14,070 | 2,463,266 | 4,198,887 | 2.79% | +1,735,621 |
| ALPHABET INC(GOOG) | 9,854 | 12,662 | +2,808 | 2,827,099 | 4,473,831 | 2.97% | +1,646,732 |
| DATADOG INC(DDOG) | 9,135 | 8,869 | -266 | 1,078,387 | 2,309,133 | 1.54% | +1,230,746 |
| UNITED RENTALS INC(URI) | 3,083 | 3,044 | -39 | 2,246,036 | 3,448,194 | 2.29% | +1,202,158 |
| CROWDSTRIKE HLDGS INC(CRWD) | 3,281 | 3,174 | -107 | 1,280,740 | 2,421,909 | 1.61% | +1,141,169 |
| WISDOMTREE TR(WT) | 67,567 | 80,367 | +12,800 | 4,060,800 | 5,200,519 | 3.46% | +1,139,719 |
| OWENS CORNING NEW(OC) | 19,966 | 20,676 | +710 | 2,160,721 | 3,286,606 | 2.18% | +1,125,885 |
| COSTCO WHOLESALE CORPORATION(COST) | 1,359 | 2,514 | +1,155 | 1,354,200 | 2,351,445 | 1.56% | +997,245 |
| ISHARES TR MSCI INDIA SM CP | 51,900 | 54,262 | +2,362 | 3,111,927 | 3,837,954 | 2.55% | +726,027 |
| PINTEREST INC(PINS) | 92,710 | 114,435 | +21,725 | 1,703,091 | 2,406,578 | 1.60% | +703,487 |
| ALEXANDRIA REAL ESTATE EQ IN | 45,031 | 50,818 | +5,787 | 2,090,337 | 2,685,753 | 1.79% | +595,416 |
| TAIWAN SEMICONDUCTOR MANUFAC(TSM) | 4,962 | 4,706 | -256 | 1,676,847 | 2,247,496 | 1.49% | +570,649 |
| FIRST SOLAR INC(FSLR) | 11,138 | 11,628 | +490 | 2,197,113 | 2,743,781 | 1.82% | +546,668 |
| WISDOMTREE TR(WT) | 137,944 | 144,201 | +6,257 | 5,628,123 | 6,168,927 | 4.10% | +540,804 |
| SPROUTS FMRS MKT INC(SFM) | 50,477 | 51,711 | +1,234 | 3,893,291 | 4,373,716 | 2.91% | +480,425 |
| MERCADOLIBRE INC(MELI) | 1,641 | 1,941 | +300 | 2,837,322 | 3,293,879 | 2.19% | +456,557 |
| BERKSHIRE HATHAWAY INC DEL | 9,409 | 9,746 | +337 | 4,508,300 | 4,873,093 | 3.24% | +364,793 |
| APPLE INC(AAPL) | 12,333 | 12,076 | -257 | 3,129,905 | 3,494,227 | 2.32% | +364,322 |
| GRAB HOLDINGS LIMITED CLASS A ORD | 506,025 | 586,752 | +80,727 | 1,852,052 | 2,206,188 | 1.47% | +354,136 |
| AMAZON COM INC(AMZN) | 18,541 | 17,653 | -888 | 3,862,172 | 4,207,297 | 2.80% | +345,125 |
| KINSALE CAP GROUP INC(KNSL) | 9,679 | 11,063 | +1,384 | 3,306,820 | 3,648,585 | 2.43% | +341,765 |
| AMERICAN CENTY ETF TR | 53,530 | 54,662 | +1,132 | 5,345,530 | 5,632,941 | 3.74% | +287,411 |
| CHIPOTLE MEXICAN GRILL INC(CMG) | 65,334 | 68,351 | +3,017 | 2,091,341 | 2,323,934 | 1.54% | +232,593 |
| DEERE & CO(DE) | 0 | 322 | +322 | 0 | 204,254 | 0.14% | +204,254 |
| CAL MAINE FOODS INC(CALM) | 33,407 | 34,844 | +1,437 | 2,640,491 | 2,807,010 | 1.87% | +166,519 |
| COPART INC(CPRT) | 56,486 | 68,656 | +12,170 | 1,875,335 | 1,935,413 | 1.29% | +60,078 |
| PROLOGIS INC.(PLD) | 20,465 | 20,319 | -146 | 2,705,046 | 2,752,612 | 1.83% | +47,566 |
| DISNEY WALT CO(DIS) | 22,191 | 22,572 | +381 | 2,138,573 | 2,172,105 | 1.44% | +33,532 |
| AMGEN INC(AMGN) | 11,865 | 11,566 | -299 | 4,174,620 | 4,188,198 | 2.78% | +13,578 |
| TECK RESOURCES LTD(TECK) | 82,738 | 70,851 | -11,887 | 4,281,702 | 4,212,791 | 2.80% | -68,911 |
| ENPHASE ENERGY INC(ENPH) | 33,159 | 23,944 | -9,215 | 1,253,742 | 1,179,003 | 0.78% | -74,739 |
| COUPANG INC(CPNG) | 117,399 | 122,902 | +5,503 | 2,216,493 | 2,134,808 | 1.42% | -81,685 |
| BRISTOL-MYERS SQUIBB CO(BMY) | 66,907 | 69,007 | +2,100 | 4,057,910 | 3,976,211 | 2.64% | -81,699 |
| ISHARES TR | 5,551 | 4,389 | -1,162 | 612,785 | 484,336 | 0.32% | -128,449 |
| PUBMATIC INC | 16,296 | 0 | -16,296 | 133,301 | 0 | — | -133,301 |
| UNION PAC CORP(UNP) | 960 | 0 | -960 | 232,963 | 0 | — | -232,963 |
| ALBEMARLE CORP(ALB) | 8,054 | 8,268 | +214 | 1,445,955 | 1,116,439 | 0.74% | -329,516 |
| NEXTPOWER INC | 15,034 | 11,772 | -3,262 | 1,812,349 | 1,402,516 | 0.93% | -409,833 |
| CASEYS GEN STORES INC(CASY) | 4,449 | 3,556 | -893 | 3,238,395 | 2,826,009 | 1.88% | -412,386 |
| TARGET CORP(TGT) | 26,332 | 20,895 | -5,437 | 3,188,762 | 2,729,070 | 1.81% | -459,692 |
| T-MOBILE US INC(TMUS) | 18,698 | 20,067 | +1,369 | 3,927,189 | 3,365,891 | 2.24% | -561,298 |
| ISHARES TR | 88,292 | 71,820 | -16,472 | 3,136,148 | 2,423,941 | 1.61% | -712,207 |
| PROGYNY INC | 48,287 | 0 | -48,287 | 819,905 | 0 | — | -819,905 |
| STERLING INFRASTRUCTURE INC(STRL) | 3,486 | 0 | -3,486 | 1,419,743 | 0 | — | -1,419,743 |
| LOWES COS INC(LOW) | 10,157 | 1,258 | -8,899 | 2,399,967 | 277,225 | 0.18% | -2,122,742 |
| FREEPORT-MCMORAN INC(FCX) | 50,039 | 8,256 | -41,783 | 2,941,271 | 519,137 | 0.35% | -2,422,134 |
| THE TRADE DESK INC(TTD) | 108,675 | 0 | -108,675 | 2,465,834 | 0 | — | -2,465,834 |
| CAVA GROUP INC(CAVA) | 37,207 | 0 | -37,207 | 3,010,046 | 0 | — | -3,010,046 |
| LULULEMON ATHLETICA INC(LULU) | 19,930 | 0 | -19,930 | 3,051,283 | 0 | — | -3,051,283 |