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Portfolio (Quarterly) Guide ↗

Leisure Capital Management

· CIK 0001631507
13F Portfolio $320M AUM 160 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 16 New 15 Added 77 Reduced 9 Exited
Page 5 of 8  ·  157 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 KIM KIMCO REALTY CORP Real Estate 35,087.0 $889K 0.28% -1K -3.6% $25.35 -4.9%
82 BX BLACKSTONE INC Financial Services 7,210.0 $848K 0.27% NEW $117.67 +16.1%
83 TSLA TESLA INC Consumer Cyclical 1,999.0 $841K 0.26% +81.0 +4.2% $420.60 -15.3%
84 UNILEVER PLC 13,661.0 $821K 0.26% -446.0 -3.2% $60.12
85 GD GENERAL DYNAMICS CORP Industrials 2,313.0 $819K 0.26% $354.24 +4.3%
86 ABT ABBOTT LABORATORIES Healthcare 8,799.0 $798K 0.25% -951.0 -9.8% $90.74 +20.0%
87 PH PARKER-HANNIFIN CORP Industrials 813.0 $795K 0.25% $978.12 -2.7%
88 EFA ISHARES TR 7,440.0 $773K 0.24% $103.88 +2.5%
89 MLPA GLOBAL X FDS 14,271.0 $758K 0.24% NEW $53.08 +7.9%
90 INTC INTEL CORP Technology 5,400.0 $754K 0.23% -145.0 -2.6% $139.63 -36.3%
91 BOND PIMCO ETF TR 7,997.0 $737K 0.23% -3K -24.9% $92.21 -2.7%
92 MU MICRON TECHNOLOGY INC Technology 625.0 $721K 0.23% +75.0 +13.6% $1154.29 -19.1%
93 FAF FIRST AMERN FINL CORP Financial Services 10,351.0 $710K 0.22% $68.59 +7.3%
94 EW EDWARDS LIFESCIENCES CORP Healthcare 7,701.0 $697K 0.22% $90.46 +0.3%
95 PAYX PAYCHEX INC Industrials 7,034.0 $692K 0.22% -797.0 -10.2% $98.33 +27.8%
96 LOANDEPOT INC 500,000.0 $625K 0.20% $1.25
97 TLT ISHARES TR 7,212.0 $623K 0.20% -1K -15.9% $86.42 -5.3%
98 IJR ISHARES TR 4,158.0 $617K 0.19% -125.0 -2.9% $148.31 -3.6%
99 SNY SANOFI SA Healthcare 13,726.0 $586K 0.18% -2K -10.0% $42.66 +4.0%
100 AMCOR PLC 13,110.0 $568K 0.18% NEW $43.35
Page 5 of 8  ·  157 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 43.4%
Financial Services 13.7%
Consumer Defensive 6.2%
Real Estate 6.1%
Healthcare 6.0%
Consumer Cyclical 5.6%
Communication Services 5.2%
Industrials 4.8%
Energy 4.3%
Basic Materials 2.5%