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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 7 of 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 QQQ INVESCO QQQ TR Financial Services 458.0 $281K 0.09% -160.0 -25.9% $614.31 +16.3%
122 EIX EDISON INTL Utilities 4,675.0 $281K 0.09% $60.02 +17.2%
123 ET ENERGY TRANSFER L P Energy 17,008.0 $280K 0.09% $16.49 +21.3%
124 PSX PHILLIPS 66 Energy 2,121.0 $274K 0.09% $129.02 +39.0%
125 NEA NUVEEN AMT FREE QLTY MUN INC Financial Services 23,418.0 $272K 0.09% $11.63 -2.8%
126 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 816.0 $248K 0.08% +62.0 +8.2% $303.89 +32.2%
127 YUM YUM BRANDS INC Consumer Cyclical 1,623.0 $246K 0.08% +59.0 +3.8% $151.30 +0.9%
128 MS MORGAN STANLEY Financial Services 1,370.0 $243K 0.08% $177.53 +12.9%
129 BA BOEING CO Industrials 1,106.0 $240K 0.08% -28.0 -2.5% $217.07 +1.2%
130 PFE PFIZER INC Healthcare 9,483.0 $236K 0.08% $24.90 +4.2%
131 RPG INVESCO EXCHANGE TRADED FD T 5,000.0 $233K 0.08% $46.67 +23.5%
132 AME AMETEK INC Industrials 1,134.0 $233K 0.08% +10.0 +0.9% $205.31 +8.7%
133 BGY BLACKROCK ENHANCED INTL DIV Financial Services 39,424.0 $232K 0.08% $5.88 -2.2%
134 FTAI AVIATION LTD 1,168.0 $230K 0.08% NEW $196.85
135 NVS NOVARTIS AG Healthcare 1,605.0 $221K 0.07% NEW $137.87 +10.1%
136 EEM ISHARES TR 4,025.0 $220K 0.07% $54.71 +20.7%
137 BCX BLACKROCK RES & COMMODITIES Financial Services 20,000.0 $220K 0.07% $10.98 +9.7%
138 C CITIGROUP INC Financial Services 1,881.0 $219K 0.07% NEW $116.69 +7.3%
139 NEE NEXTERA ENERGY INC Utilities 2,731.0 $219K 0.07% $80.28 +11.7%
140 BCRX BIOCRYST PHARMACEUTICALS INC Healthcare 28,000.0 $218K 0.07% $7.80 +7.3%
Page 7 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%