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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 7 of 8  ·  157 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 EIX EDISON INTL Utilities 4,675.0 $348K 0.11% $74.45 -21.0%
122 QQQ INVESCO QQQ TR Financial Services 458.0 $337K 0.10% $736.40 -3.9%
123 WMT WALMART INC Consumer Defensive 2,960.0 $335K 0.10% -26.0 -0.9% $113.26 -6.5%
124 MUB ISHARES TR 3,111.0 $335K 0.10% -2K -35.7% $107.62 -3.1%
125 ET ENERGY TRANSFER L P Energy 17,008.0 $325K 0.10% $19.12 +12.0%
126 NRK NUVEEN NY AMT FREE Financial Services 30,153.0 $323K 0.10% $10.72 -5.8%
127 KYN KAYNE ANDERSON ENERGY INFRST Financial Services 23,290.0 $322K 0.10% $13.83 +9.0%
128 RPG INVESCO EXCHANGE TRADED FD T 5,000.0 $319K 0.10% $63.85 -11.9%
129 FTAI AVIATION LTD 1,168.0 $316K 0.10% $270.53
130 AN AUTONATION INC Consumer Cyclical 1,536.0 $285K 0.09% $185.79 +9.8%
131 AMT AMERICAN TOWER CORP Real Estate 1,742.0 $285K 0.09% -17.0 -1.0% $163.57 +7.6%
132 AME AMETEK INC Industrials 1,164.0 $282K 0.09% +30.0 +2.6% $241.94 -4.4%
133 BCRX BIOCRYST PHARMACEUTICALS INC Healthcare 28,000.0 $280K 0.09% $10.00 -0.8%
134 EEM ISHARES TR 4,025.0 $275K 0.09% $68.41 -2.4%
135 NEA NUVEEN AMT FREE QLTY MUN INC Financial Services 23,418.0 $275K 0.09% $11.74 -5.6%
136 C CITIGROUP INC Financial Services 1,881.0 $263K 0.08% $139.96 -5.3%
137 MS MORGAN STANLEY Financial Services 1,246.0 $260K 0.08% -124.0 -9.1% $209.04 +1.0%
138 YUM YUM BRANDS INC Consumer Cyclical 1,619.0 $259K 0.08% $159.86 -4.9%
139 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 540.0 $258K 0.08% -276.0 -33.8% $477.57 -13.3%
140 EPD ENTERPRISE PRODS PARTNERS L 6,915.0 $254K 0.08% -27K -79.5% $36.76
Page 7 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%