Leibman Financial Services, Inc.
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| WISDOMTREE TR(WT) | 0 | 331,165 | +331,165 | 0 | 16,647,676 | 12.64% | +16,647,676 |
| ISHARES TR | 4,886 | 128,100 | +123,214 | 272,052 | 5,662,029 | 4.30% | +5,389,977 |
| APPLE INC(AAPL) | 13,061 | 16,401 | +3,340 | 2,679,777 | 4,176,274 | 3.17% | +1,496,497 |
| ALEXANDRIA REAL ESTATE EQ IN | 44,503 | 56,128 | +11,625 | 3,232,253 | 4,677,706 | 3.55% | +1,445,453 |
| AMERICAN CENTY ETF TR | 50,115 | 60,074 | +9,959 | 3,973,142 | 5,348,416 | 4.06% | +1,375,274 |
| NEXTRACKER INC | 0 | 17,470 | +17,470 | 0 | 1,292,605 | 0.98% | +1,292,605 |
| SEA LTD(SE) | 0 | 6,840 | +6,840 | 0 | 1,222,513 | 0.93% | +1,222,513 |
| LULULEMON ATHLETICA INC(LULU) | 11,716 | 22,238 | +10,522 | 2,783,487 | 3,956,807 | 3.00% | +1,173,320 |
| COUPANG INC(CPNG) | 0 | 35,565 | +35,565 | 0 | 1,145,193 | 0.87% | +1,145,193 |
| STERLING INFRASTRUCTURE INC(STRL) | 14,476 | 12,801 | -1,675 | 3,340,047 | 4,348,244 | 3.30% | +1,008,197 |
| MERCADOLIBRE INC(MELI) | 0 | 419 | +419 | 0 | 979,178 | 0.74% | +979,178 |
| CAVA GROUP INC(CAVA) | 12,229 | 25,612 | +13,383 | 1,030,049 | 1,547,221 | 1.17% | +517,172 |
| UNITED RENTALS INC(URI) | 5,410 | 4,725 | -685 | 4,075,662 | 4,510,537 | 3.43% | +434,875 |
| AES CORP(AES) | 311,712 | 270,857 | -40,855 | 3,279,210 | 3,564,479 | 2.71% | +285,269 |
| GRAB HOLDINGS LIMITED | 221,743 | 223,884 | +2,141 | 1,115,367 | 1,347,782 | 1.02% | +232,415 |
| TECK RESOURCES LTD(TECK) | 96,095 | 93,407 | -2,688 | 3,880,303 | 4,099,642 | 3.11% | +219,339 |
| BERKSHIRE HATHAWAY INC DEL | 9,017 | 9,044 | +27 | 4,380,373 | 4,546,972 | 3.45% | +166,599 |
| LOWES COS INC(LOW) | 10,279 | 9,725 | -554 | 2,280,645 | 2,443,871 | 1.86% | +163,226 |
| PROLOGIS INC(PLD) | 19,460 | 19,107 | -353 | 2,045,674 | 2,188,143 | 1.66% | +142,469 |
| CASEYS GEN STORES INC(CASY) | 2,579 | 2,516 | -63 | 1,316,008 | 1,422,389 | 1.08% | +106,381 |
| AMGEN INC(AMGN) | 10,975 | 11,140 | +165 | 3,064,221 | 3,143,822 | 2.39% | +79,601 |
| T-MOBILE US INC(TMUS) | 14,403 | 14,647 | +244 | 3,431,609 | 3,506,111 | 2.66% | +74,502 |
| UNION PAC CORP(UNP) | 960 | 960 | 0 | 220,877 | 226,915 | 0.17% | +6,038 |
| SHELL PLC(SHEL) | 2,983 | 2,844 | -139 | 210,058 | 203,457 | 0.15% | -6,601 |
| PROGYNY INC | 45,946 | 45,907 | -39 | 1,010,801 | 987,908 | 0.75% | -22,893 |
| TARGET CORP(TGT) | 17,762 | 19,130 | +1,368 | 1,752,193 | 1,716,562 | 1.30% | -35,631 |
| CROWDSTRIKE HLDGS INC(CRWD) | 3,215 | 3,111 | -104 | 1,637,177 | 1,525,327 | 1.16% | -111,850 |
| PINTEREST INC(PINS) | 54,914 | 57,715 | +2,801 | 1,969,232 | 1,856,706 | 1.41% | -112,526 |
| ENPHASE ENERGY INC(ENPH) | 30,457 | 30,615 | +158 | 1,207,600 | 1,083,465 | 0.82% | -124,135 |
| APPLIED MATLS INC | 14,580 | 12,303 | -2,277 | 2,669,200 | 2,518,895 | 1.91% | -150,305 |
| ISHARES TR | 7,312 | 5,890 | -1,422 | 807,401 | 650,796 | 0.49% | -156,605 |
| DISNEY WALT CO(DIS) | 25,207 | 25,935 | +728 | 3,125,941 | 2,969,330 | 2.25% | -156,611 |
| DEERE & CO(DE) | 1,128 | 902 | -226 | 573,577 | 412,449 | 0.31% | -161,128 |
| AMAZON COM INC(AMZN) | 19,156 | 18,406 | -750 | 4,202,525 | 4,041,296 | 3.07% | -161,229 |
| TESLA INC(TSLA) | 1,369 | 488 | -881 | 434,877 | 217,023 | 0.16% | -217,854 |
| RELIANCE INC(RS) | 719 | 0 | -719 | 225,694 | 0 | — | -225,694 |
| WALMART INC(WMT) | 2,559 | 0 | -2,559 | 250,219 | 0 | — | -250,219 |
| KINSALE CAP GROUP INC(KNSL) | 4,484 | 4,496 | +12 | 2,169,611 | 1,911,803 | 1.45% | -257,808 |
| ALPHABET INC(GOOG) | 22,055 | 14,462 | -7,593 | 3,912,331 | 3,522,186 | 2.67% | -390,145 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 21,411 | 15,872 | -5,539 | 4,849,459 | 4,432,931 | 3.37% | -416,528 |
| PUBMATIC INC | 104,683 | 104,824 | +141 | 1,302,257 | 867,943 | 0.66% | -434,314 |
| ALBEMARLE CORP(ALB) | 48,871 | 32,364 | -16,507 | 3,062,749 | 2,624,104 | 1.99% | -438,645 |
| ISHARES TR | 49,555 | 46,618 | -2,937 | 3,824,679 | 3,343,465 | 2.54% | -481,214 |
| PURE STORAGE INC(P) | 38,377 | 18,952 | -19,425 | 2,209,749 | 1,588,370 | 1.21% | -621,379 |
| CHIPOTLE MEXICAN GRILL INC(CMG) | 42,963 | 44,835 | +1,872 | 2,412,372 | 1,757,084 | 1.33% | -655,288 |
| FREEPORT-MCMORAN INC(FCX) | 96,545 | 85,900 | -10,645 | 4,185,223 | 3,368,979 | 2.56% | -816,244 |
| THE TRADE TESK INC(TTD) | 47,757 | 45,975 | -1,782 | 3,437,990 | 2,253,231 | 1.71% | -1,184,759 |
| DATADOG INC(DDOG) | 18,374 | 8,641 | -9,733 | 2,468,179 | 1,230,478 | 0.93% | -1,237,701 |
| FIRST SOLAR INC(FSLR) | 27,476 | 13,736 | -13,740 | 4,548,377 | 3,029,218 | 2.30% | -1,519,159 |
| MICROSOFT CORP(MSFT) | 6,214 | 3,033 | -3,181 | 3,090,876 | 1,571,074 | 1.19% | -1,519,802 |
| GENUINE PARTS CO(GPC) | 25,008 | 0 | -25,008 | 3,033,762 | 0 | — | -3,033,762 |
| DOLLAR GEN CORP NEW(DG) | 28,174 | 0 | -28,174 | 3,222,497 | 0 | — | -3,222,497 |
| WISDOMTREE TR(WT) | 126,595 | 0 | -126,595 | 6,009,474 | 0 | — | -6,009,474 |
| WISDOMTREE TR(WT) | 195,937 | 0 | -195,937 | 9,857,575 | 0 | — | -9,857,575 |