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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 4 of 8  ·  142 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DE DEERE & CO Industrials 2,952.0 $1.3M 0.46% NEW $457.26 +16.2%
62 ABT ABBOTT LABS Healthcare 9,840.0 $1.3M 0.45% NEW $133.94 -34.5%
63 SCHW SCHWAB CHARLES CORP Financial Services 13,630.0 $1.3M 0.45% NEW $95.47 -5.6%
64 XOM EXXON MOBIL CORP Energy 11,441.0 $1.3M 0.44% NEW $112.75 +38.6%
65 MDT MEDTRONIC PLC Healthcare 13,496.0 $1.3M 0.44% NEW $95.24 -17.9%
66 IBM INTERNATIONAL BUSINESS MACHS Technology 4,547.0 $1.3M 0.44% NEW $282.17 -10.3%
67 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 14,801.0 $1.2M 0.42% NEW $83.46 -6.0%
68 GPC GENUINE PARTS CO Consumer Cyclical 8,722.0 $1.2M 0.41% NEW $138.60 -29.6%
69 SCHC SCHWAB STRATEGIC TR 25,929.0 $1.2M 0.40% NEW $45.51 +10.4%
70 EPD ENTERPRISE PRODS PARTNERS L Energy 36,676.0 $1.1M 0.39% NEW $31.27 +26.2%
71 BAC BANK AMERICA CORP Financial Services 21,066.0 $1.1M 0.37% NEW $51.59 -0.2%
72 SO SOUTHERN CO Utilities 11,333.0 $1.1M 0.37% NEW $94.77 -1.2%
73 PAYX PAYCHEX INC Industrials 8,159.0 $1.0M 0.35% NEW $126.76 -25.6%
74 KIM KIMCO RLTY CORP Real Estate 45,898.0 $1.0M 0.34% NEW $21.85 +10.1%
75 TRN TRINITY INDS INC Industrials 35,349.0 $991K 0.34% NEW $28.04 +20.4%
76 RIO RIO TINTO PLC Basic Materials 14,741.0 $973K 0.33% NEW $66.01 +56.5%
77 UL UNILEVER PLC Consumer Defensive 16,345.0 $969K 0.33% NEW $59.28 -2.7%
78 TFC TRUIST FINL CORP Financial Services 19,985.0 $914K 0.31% NEW $45.72 +5.0%
79 PAGP PLAINS GP HLDGS L P Energy 48,626.0 $887K 0.30% NEW $18.24 +39.9%
80 TSLA TESLA INC Consumer Cyclical 1,908.0 $849K 0.29% NEW $444.72 -6.2%
Page 4 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%