BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 8 of 8  ·  157 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 UPS UNITED PARCEL SVCS INC Industrials 2,340.0 $252K 0.08% +464.0 +24.7% $107.50 -4.5%
142 DELL DELL TECHNOLOGIES INC Technology 577.0 $249K 0.08% NEW $431.46 -1.5%
143 MINT PIMCO ETF TR 2,427.0 $245K 0.08% NEW $100.81 -0.3%
144 NVS NOVARTIS AG Healthcare 1,549.0 $243K 0.08% -56.0 -3.5% $156.72 +2.9%
145 NEE NEXTERA ENERGY INC Utilities 2,731.0 $240K 0.07% $87.77 -5.5%
146 BA BOEING CO Industrials 1,106.0 $239K 0.07% $216.47 -5.0%
147 VTR VENTAS INC Real Estate 2,671.0 $237K 0.07% $88.80 +3.6%
148 DOV DOVER CORP Industrials 1,039.0 $233K 0.07% $224.28 -15.3%
149 KO COCA COLA CO Consumer Defensive 2,790.0 $227K 0.07% NEW $81.27 +8.3%
150 BGY BLACKROCK ENHANCED INTL DIV Financial Services 39,424.0 $226K 0.07% $5.74 +2.5%
151 BCX BLACKROCK RES & COMMODITIES Financial Services 20,000.0 $226K 0.07% $11.31 +17.2%
152 AEP AMERICAN ELEC PWR CO INC Utilities 1,607.0 $220K 0.07% NEW $136.81 -10.1%
153 CB CHUBB LIMITED Financial Services 633.0 $216K 0.07% NEW $340.74 -0.6%
154 VZ VERIZON COMMUNICATIONS INC Communication Services 5,005.0 $212K 0.07% $42.34 +18.8%
155 UNH UNITEDHEALTH GROUP INC Healthcare 500.0 $208K 0.07% NEW $415.63 -4.6%
156 FRANKLIN XRP TRUST 16,745.0 $190K 0.06% NEW $11.35
157 ABEV AMBEV SA Consumer Defensive 13,142.0 $41K 0.01% -5K -27.4% $3.14 -8.0%
Page 8 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%