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Portfolio (Quarterly) Guide ↗

Leisure Capital Management

· CIK 0001631507
13F Portfolio $292M AUM Filed Nov 6, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 142 New
Page 2 of 8  ·  142 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BSCS INVESCO EXCH TRD SLF IDX FD 152,697.0 $3.1M 1.08% NEW $20.57 -1.1%
22 AMZN AMAZON COM INC Consumer Cyclical 14,022.0 $3.1M 1.05% NEW $219.57 +22.3%
23 HD HOME DEPOT INC Consumer Cyclical 7,517.0 $3.0M 1.04% NEW $405.18 -22.6%
24 QCOM QUALCOMM INC Technology 17,826.0 $3.0M 1.02% NEW $166.36 +21.7%
25 JNJ JOHNSON & JOHNSON Healthcare 15,527.0 $2.9M 0.99% NEW $185.42 +25.0%
26 PG PROCTER AND GAMBLE CO Consumer Defensive 17,525.0 $2.7M 0.92% NEW $153.65 -7.3%
27 SCHM SCHWAB STRATEGIC TR 89,817.0 $2.7M 0.91% NEW $29.64 +16.6%
28 KLAC KLA CORP Technology 2,426.0 $2.6M 0.90% NEW $1078.60 +70.8%
29 AMP AMERIPRISE FINL INC Financial Services 4,833.0 $2.4M 0.81% NEW $491.25 -8.3%
30 GLW CORNING INC Technology 28,399.0 $2.3M 0.80% NEW $82.03 +133.9%
31 CSCO CISCO SYS INC Technology 33,086.0 $2.3M 0.78% NEW $68.42 +72.8%
32 LOW LOWES COS INC Consumer Cyclical 8,615.0 $2.2M 0.74% NEW $251.31 -13.5%
33 V VISA INC Financial Services 5,814.0 $2.0M 0.68% NEW $341.38 -3.1%
34 NEM NEWMONT CORP Basic Materials 23,069.0 $1.9M 0.67% NEW $84.31 +28.5%
35 ORCL ORACLE CORP Technology 6,901.0 $1.9M 0.67% NEW $281.24 -32.5%
36 GS GOLDMAN SACHS GROUP INC Financial Services 2,437.0 $1.9M 0.67% NEW $796.35 +24.1%
37 FSLR FIRST SOLAR INC Energy 8,734.0 $1.9M 0.66% NEW $220.53 +12.9%
38 BERKSHIRE HATHAWAY INC DEL 3,421.0 $1.7M 0.59% NEW $502.74
39 ITW ILLINOIS TOOL WKS INC Industrials 6,582.0 $1.7M 0.59% NEW $260.76 -4.2%
40 BLK BLACKROCK INC Financial Services 1,471.0 $1.7M 0.59% NEW $1165.87 -8.8%
Page 2 of 8  ·  142 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 37.3%
Financial Services 14.0%
Communication Services 8.4%
Consumer Defensive 7.0%
Consumer Cyclical 6.6%
Healthcare 6.3%
Real Estate 5.7%
Industrials 5.4%
Energy 4.7%
Basic Materials 2.5%