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Portfolio (Quarterly) Guide ↗

Leisure Capital Management

· CIK 0001631507
13F Portfolio $302M AUM 153 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 17 New 24 Added 48 Reduced 9 Exited
Page 2 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CVX CHEVRON CORP NEW Energy 8,760.0 $1.3M 0.44% -112.0 -1.3% $152.41 +25.3%
22 SPY SPDR S&P 500 ETF TR Financial Services 1,942.0 $1.3M 0.44% -179.0 -8.4% $681.92 +8.9%
23 XOM EXXON MOBIL CORP Energy 10,941.0 $1.3M 0.44% -500.0 -4.4% $120.34 +29.9%
24 NKE NIKE INC Consumer Cyclical 20,598.0 $1.3M 0.43% -3K -12.4% $63.71 -30.3%
25 ES EVERSOURCE ENERGY Utilities 19,329.0 $1.3M 0.43% -104.0 -0.5% $67.33 +3.4%
26 MO ALTRIA GROUP INC Consumer Defensive 21,373.0 $1.2M 0.41% -521.0 -2.4% $57.66 +27.8%
27 ABT ABBOTT LABS Healthcare 9,750.0 $1.2M 0.41% -90.0 -0.9% $125.29 -29.9%
28 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 14,534.0 $1.2M 0.39% -267.0 -1.8% $80.30 -2.3%
29 LLY ELI LILLY & CO Healthcare 1,012.0 $1.1M 0.36% -55.0 -5.2% $1075.09 -3.1%
30 EPD ENTERPRISE PRODS PARTNERS L Energy 33,643.0 $1.1M 0.36% -3K -8.3% $32.06 +23.1%
31 GPC GENUINE PARTS CO Consumer Cyclical 8,575.0 $1.1M 0.35% -147.0 -1.7% $122.96 -20.6%
32 TFC TRUIST FINL CORP Financial Services 19,881.0 $978K 0.32% -104.0 -0.5% $49.21 -2.5%
33 SO SOUTHERN CO Utilities 11,161.0 $973K 0.32% -172.0 -1.5% $87.20 +7.4%
34 TRN TRINITY INDS INC Industrials 34,529.0 $913K 0.30% -820.0 -2.3% $26.44 +27.7%
35 PAYX PAYCHEX INC Industrials 7,831.0 $878K 0.29% -328.0 -4.0% $112.18 -16.0%
36 PAGP PLAINS GP HLDGS L P Energy 44,463.0 $851K 0.28% -4K -8.6% $19.14 +33.3%
37 AMAT APPLIED MATLS INC Technology 3,272.0 $841K 0.28% -134.0 -3.9% $256.99 +66.3%
38 TLT ISHARES TR 8,575.0 $747K 0.25% -813.0 -8.7% $87.16 -3.4%
39 SNY SANOFI SA Healthcare 15,250.0 $739K 0.24% -1K -7.4% $48.46 -7.8%
40 KIM KIMCO RLTY CORP Real Estate 36,404.0 $738K 0.24% -9K -20.7% $20.27 +18.6%
Page 2 of 3  ·  48 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 37.4%
Financial Services 14.3%
Communication Services 8.6%
Healthcare 6.9%
Consumer Defensive 6.2%
Consumer Cyclical 6.1%
Real Estate 5.6%
Industrials 5.6%
Energy 4.6%
Basic Materials 2.8%