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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 7 of 8  ·  142 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MAC MACERICH CO Real Estate 13,567.0 $247K 0.09% NEW $18.20 +22.9%
122 WMT WALMART INC Consumer Defensive 2,387.0 $246K 0.08% NEW $103.04 +27.0%
123 BA BOEING CO Industrials 1,134.0 $245K 0.08% NEW $215.78 +1.8%
124 PFE PFIZER INC Healthcare 9,483.0 $242K 0.08% NEW $25.48 +1.8%
125 RPG INVESCO EXCHANGE TRADED FD T 5,000.0 $239K 0.08% NEW $47.72 +20.8%
126 YUM YUM BRANDS INC Consumer Cyclical 1,564.0 $238K 0.08% NEW $152.00 +0.5%
127 ELS EQUITY LIFESTYLE PPTYS INC Real Estate 3,765.0 $229K 0.08% NEW $60.70 +3.9%
128 GLPI GAMING & LEISURE PPTYS INC Real Estate 4,880.0 $227K 0.08% NEW $46.61 +1.9%
129 BGY BLACKROCK ENHANCED INTL DIV Financial Services 39,424.0 $227K 0.08% NEW $5.75 +0.0%
130 VZ VERIZON COMMUNICATIONS INC Communication Services 5,005.0 $220K 0.07% NEW $43.95 +8.8%
131 MS MORGAN STANLEY Financial Services 1,370.0 $218K 0.07% NEW $158.96 +26.1%
132 DELL DELL TECHNOLOGIES INC Technology 1,528.0 $217K 0.07% NEW $141.77 +78.4%
133 EEM ISHARES TR 4,025.0 $215K 0.07% NEW $53.40 +23.7%
134 BCRX BIOCRYST PHARMACEUTICALS INC Healthcare 28,000.0 $213K 0.07% NEW $7.59 +10.3%
135 AME AMETEK INC Industrials 1,124.0 $211K 0.07% NEW $188.00 +18.7%
136 INVH INVITATION HOMES INC Real Estate 7,185.0 $211K 0.07% NEW $29.33 -1.0%
137 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 754.0 $211K 0.07% NEW $279.29 +43.8%
138 TEL TE CONNECTIVITY PLC Technology 949.0 $208K 0.07% NEW $219.53 -8.3%
139 NEE NEXTERA ENERGY INC Utilities 2,731.0 $206K 0.07% NEW $75.49 +18.8%
140 BCX BLACKROCK RES & COMMODITIES Financial Services 20,000.0 $203K 0.07% NEW $10.17 +18.5%
Page 7 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%