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Portfolio (Quarterly) Guide ↗

Leisure Capital Management

· CIK 0001631507
13F Portfolio $302M AUM 153 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 17 New 24 Added 48 Reduced 9 Exited
Page 4 of 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MPC MARATHON PETE CORP Energy 8,134.0 $1.3M 0.44% $162.63 +52.8%
62 XOM EXXON MOBIL CORP Energy 10,941.0 $1.3M 0.44% -500.0 -4.4% $120.34 +29.9%
63 NKE NIKE INC Consumer Cyclical 20,598.0 $1.3M 0.43% -3K -12.4% $63.71 -30.3%
64 ES EVERSOURCE ENERGY Utilities 19,329.0 $1.3M 0.43% -104.0 -0.5% $67.33 +3.4%
65 MDT MEDTRONIC PLC Healthcare 13,472.0 $1.3M 0.43% $96.06 -18.6%
66 MO ALTRIA GROUP INC Consumer Defensive 21,373.0 $1.2M 0.41% -521.0 -2.4% $57.66 +27.8%
67 ABT ABBOTT LABS Healthcare 9,750.0 $1.2M 0.41% -90.0 -0.9% $125.29 -29.9%
68 SCHC SCHWAB STRATEGIC TR 25,996.0 $1.2M 0.39% $45.53 +10.3%
69 RIO RIO TINTO PLC Basic Materials 14,669.0 $1.2M 0.39% $80.03 +29.1%
70 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 14,534.0 $1.2M 0.39% -267.0 -1.8% $80.30 -2.3%
71 BAC BANK AMERICA CORP Financial Services 21,066.0 $1.2M 0.38% $55.00 -6.4%
72 LLY ELI LILLY & CO Healthcare 1,012.0 $1.1M 0.36% -55.0 -5.2% $1075.09 -3.1%
73 EPD ENTERPRISE PRODS PARTNERS L Energy 33,643.0 $1.1M 0.36% -3K -8.3% $32.06 +23.1%
74 VOO VANGUARD INDEX FDS 1,694.0 $1.1M 0.35% NEW $627.13 +8.9%
75 GPC GENUINE PARTS CO Consumer Cyclical 8,575.0 $1.1M 0.35% -147.0 -1.7% $122.96 -20.6%
76 LOANDEPOT INC 500,000.0 $1.0M 0.34% $2.07
77 BOND PIMCO ETF TR 10,656.0 $992K 0.33% +6K +116.2% $93.08 -1.9%
78 TFC TRUIST FINL CORP Financial Services 19,881.0 $978K 0.32% -104.0 -0.5% $49.21 -2.5%
79 SO SOUTHERN CO Utilities 11,161.0 $973K 0.32% -172.0 -1.5% $87.20 +7.4%
80 UNILEVER PLC 14,107.0 $923K 0.31% NEW $65.40
Page 4 of 8  ·  150 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 37.4%
Financial Services 14.3%
Communication Services 8.6%
Healthcare 6.9%
Consumer Defensive 6.2%
Consumer Cyclical 6.1%
Real Estate 5.6%
Industrials 5.6%
Energy 4.6%
Basic Materials 2.8%