$120 Million is the total value of Leibman Financial Services, Inc.'s 52 reported holdings in Q4 2023. The portfolio turnover from Q3 2023 to Q4 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | WISDOMTREE TRfloating rat trea | $7,210,423 | – | 143,520 | +100.0% | 6.00% | – | |
| URI | New | UNITED RENTALS INC | $5,779,692 | – | 10,079 | +100.0% | 4.81% | – |
| DE | New | DEERE & CO | $4,619,138 | – | 11,552 | +100.0% | 3.84% | – |
| LUV | New | SOUTHWEST AIRLS CO | $4,447,232 | – | 153,990 | +100.0% | 3.70% | – |
| AAPL | New | APPLE INC | $4,278,598 | – | 22,223 | +100.0% | 3.56% | – |
| New | FREEPORT-MCMORAN INCcl b | $4,175,661 | – | 98,089 | +100.0% | 3.47% | – | |
| TECK | New | TECK RESOURCES LTDcl b | $4,027,278 | – | 95,275 | +100.0% | 3.35% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $3,966,102 | – | 11,120 | +100.0% | 3.30% | – |
| New | TESLA INC | $3,920,488 | – | 15,778 | +100.0% | 3.26% | – | |
| AMAT | New | APPLIED MATLS INC | $3,869,800 | – | 23,877 | +100.0% | 3.22% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $3,849,559 | – | 27,315 | +100.0% | 3.20% | – |
| MSFT | New | MICROSOFT | $3,630,700 | – | 9,655 | +100.0% | 3.02% | – |
| TSM | New | TAIWAN SEMICONDUCTOR MFG LTDspon ads | $3,582,185 | – | 34,444 | +100.0% | 2.98% | – |
| DIS | New | DISNEY WALT CO | $3,446,916 | – | 38,176 | +100.0% | 2.87% | – |
| AMGN | New | AMGEN INC | $3,383,132 | – | 11,746 | +100.0% | 2.81% | – |
| LOW | New | LOWES COS INC | $3,278,961 | – | 14,734 | +100.0% | 2.73% | – |
| EPI | New | WISDOMTREE TRindia erngs fd | $3,188,677 | – | 77,773 | +100.0% | 2.65% | – |
| BA | New | BOEING CO | $3,153,581 | – | 12,098 | +100.0% | 2.62% | – |
| MGA | New | MAGNA INTL INC | $3,058,312 | – | 51,766 | +100.0% | 2.54% | – |
| MTH | New | MERITAGE HOMES CORP | $2,826,252 | – | 16,224 | +100.0% | 2.35% | – |
| FSLR | New | FIRST SOLAR INC | $2,752,662 | – | 15,978 | +100.0% | 2.29% | – |
| GM | New | GENERAL MTRS CO | $2,749,078 | – | 76,533 | +100.0% | 2.29% | – |
| ARE | New | ALEXANDERIA REAL ESTATE EQ IN | $2,597,010 | – | 20,486 | +100.0% | 2.16% | – |
| PSTG | New | PURE STORAGE INCcl a | $2,430,709 | – | 68,163 | +100.0% | 2.02% | – |
| ENPH | New | ENPHASE ENERGY INC | $2,409,705 | – | 18,236 | +100.0% | 2.00% | – |
| TTD | New | THE TRADE DESK INC | $2,397,359 | – | 33,315 | +100.0% | 1.99% | – |
| CVX | New | CHEVRON CORP NEW | $2,313,880 | – | 15,513 | +100.0% | 1.92% | – |
| PFE | New | PFIZER INC | $2,301,575 | – | 79,944 | +100.0% | 1.91% | – |
| DDOG | New | DATADOG INC | $2,224,167 | – | 18,324 | +100.0% | 1.85% | – |
| New | SHELL PTCspon ads | $2,088,975 | – | 31,747 | +100.0% | 1.74% | – | |
| LTHM | New | LIVENT CORP | $1,906,473 | – | 106,033 | +100.0% | 1.58% | – |
| ALB | New | ALBEMARLE CORP | $1,836,630 | – | 12,712 | +100.0% | 1.53% | – |
| ROK | New | ROCKWELL AUTOMATION INC | $1,446,837 | – | 4,660 | +100.0% | 1.20% | – |
| KNSL | New | KINSALE CAP GROUP INC | $1,416,343 | – | 4,229 | +100.0% | 1.18% | – |
| SMIN | New | ISHARES TRmsci india sm cp | $1,387,425 | – | 19,880 | +100.0% | 1.15% | – |
| SHV | New | ISHARES TRshort treas bd | $1,247,342 | – | 11,326 | +100.0% | 1.04% | – |
| PINS | New | PINTEREST INCcl a | $1,230,767 | – | 33,228 | +100.0% | 1.02% | – |
| OLED | New | UNIVERSAL DISPLAY CORP | $1,073,288 | – | 5,612 | +100.0% | 0.89% | – |
| UNP | New | UNION PAC CORP | $666,121 | – | 2,712 | +100.0% | 0.55% | – |
| WMT | New | WALMART INC | $587,599 | – | 3,727 | +100.0% | 0.49% | – |
| CVS | New | CVS HEALTH CORP | $549,158 | – | 6,955 | +100.0% | 0.46% | – |
| INDA | New | ISHARES TRmsci india etf | $417,306 | – | 8,543 | +100.0% | 0.35% | – |
| NUE | New | NUCOR CORP | $345,295 | – | 1,984 | +100.0% | 0.29% | – |
| INTC | New | INTEL CORP | $338,735 | – | 6,741 | +100.0% | 0.28% | – |
| RXT | New | RTX CORPORATION | $321,583 | – | 3,822 | +100.0% | 0.27% | – |
| SWKS | New | SKYWORKS SOLUTIONS INC | $254,519 | – | 2,264 | +100.0% | 0.21% | – |
| KR | New | KROGER CO | $228,357 | – | 4,996 | +100.0% | 0.19% | – |
| HON | New | HONEYWELL INTL INC | $219,776 | – | 1,048 | +100.0% | 0.18% | – |
| CAT | New | CATERPILLAR INC | $219,978 | – | 744 | +100.0% | 0.18% | – |
| CARR | New | CARRIER GLOBAL CORPORATION | $215,552 | – | 3,752 | +100.0% | 0.18% | – |
| RS | New | RELIANCE STEEL & ALUMINUM CO | $201,090 | – | 719 | +100.0% | 0.17% | – |
| BCX | New | BLACKROCK RES & COMMODITIES | $186,436 | – | 20,995 | +100.0% | 0.16% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-01-05
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| WISDOMTREE TR | 1 | Q4 2023 | 6.0% |
| UNITED RENTALS INC | 1 | Q4 2023 | 4.8% |
| DEERE & CO | 1 | Q4 2023 | 3.8% |
| SOUTHWEST AIRLS CO | 1 | Q4 2023 | 3.7% |
| APPLE INC | 1 | Q4 2023 | 3.6% |
| FREEPORT-MCMORAN INC | 1 | Q4 2023 | 3.5% |
| TECK RESOURCES LTD | 1 | Q4 2023 | 3.3% |
| BERKSHIRE HATHAWAY INC DEL | 1 | Q4 2023 | 3.3% |
| TESLA INC | 1 | Q4 2023 | 3.3% |
| APPLIED MATLS INC | 1 | Q4 2023 | 3.2% |
View Leibman Financial Services, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-04 |
| 13F-HR | 2024-01-05 |
View Leibman Financial Services, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.