MondegarAI
Leisure Capital Management

Q2 2024 · 13F-HR

Leisure Capital Managementholdings as filed

Filed 2024-07-26 · accession 0001631507-24-000004

$214.6M
Reported value
137
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$17.0M7.90%80,526CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$13.0M6.07%202,735CommonSOLE
594918104MSFTMICROSOFT CORP$10.5M4.88%23,407CommonSOLE
78573L106SBRASABRA HEALTH CARE REIT INC$7.3M3.40%473,421CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$5.5M2.57%6,476CommonSOLE
464287432TLTISHARES TR$5.3M2.45%57,295CommonSOLE
41151J406WINNHARBOR ETF TRUST$4.8M2.22%188,320CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$4.7M2.21%123,623CommonSOLE
78468R739SHMSPDR SER TR$4.5M2.09%95,137CommonSOLE
747525103QCOMQUALCOMM INC$4.3M2.02%21,772CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$4.1M1.92%20,408CommonSOLE
11135F101AVGOBROADCOM INC$3.5M1.65%2,211CommonSOLE
438516106HONHONEYWELL INTL INC$3.4M1.58%15,854CommonSOLE
808524607SCHASCHWAB STRATEGIC TR$3.2M1.47%66,415CommonSOLE
437076102HDHOME DEPOT INC$3.1M1.46%9,129CommonSOLE
02079K305GOOGLALPHABET INC$3.1M1.44%16,978CommonSOLE
64110L106NFLXNETFLIX INC$3.1M1.43%4,543CommonSOLE
742718109PGPROCTER AND GAMBLE CO$2.9M1.34%17,485CommonSOLE
30303M102METAMETA PLATFORMS INC$2.7M1.26%5,374CommonSOLE
02079K107GOOGALPHABET INC$2.5M1.17%13,638CommonSOLE
58933Y105MRKMERCK & CO INC$2.5M1.15%20,000CommonSOLE
67066G104NVDANVIDIA CORPORATION$2.5M1.15%19,985CommonSOLE
808524508SCHMSCHWAB STRATEGIC TR$2.4M1.14%31,411CommonSOLE
478160104JNJJOHNSON & JOHNSON$2.4M1.12%16,421CommonSOLE
020002101ALLALLSTATE CORP$2.4M1.10%14,828CommonSOLE
03076C106AMPAMERIPRISE FINL INC$2.3M1.07%5,355CommonSOLE
670651108XNCMXNUVEEN CALIFORNIA AMT QLT MU$2.3M1.05%180,942CommonSOLE
548661107LOWLOWES COS INC$2.2M1.01%9,799CommonSOLE
46138J643BSCSINVESCO EXCH TRD SLF IDX FD$2.1M0.98%105,321CommonSOLE
482480100KLACKLA CORP$2.0M0.92%2,404CommonSOLE
713448108PEPPEPSICO INC$2.0M0.91%11,846CommonSOLE
20825C104COPCONOCOPHILLIPS$1.7M0.80%15,083CommonSOLE
053332102AZOAUTOZONE INC$1.7M0.78%562CommonSOLE
031162100AMGNAMGEN INC$1.6M0.77%5,259CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$1.6M0.76%15,830CommonSOLE
17275R102CSCOCISCO SYS INC$1.5M0.72%32,545CommonSOLE
05329W102ANAUTONATION INC$1.5M0.71%9,495CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$1.5M0.70%6,365CommonSOLE
30231G102XOMEXXON MOBIL CORP$1.5M0.69%12,931CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$1.4M0.67%2,811CommonSOLE
92826C839VVISA INC$1.4M0.66%5,407CommonSOLE
56585A102MPCMARATHON PETE CORP$1.4M0.66%8,134CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$1.4M0.65%3,009CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.4M0.65%3,454CommonSOLE
580135101MCDMCDONALDS CORP$1.3M0.60%5,025CommonSOLE
40434L105HPQHP INC$1.3M0.58%35,800CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$1.2M0.58%16,946CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$1.2M0.57%2,258CommonSOLE
58155Q103MCKMCKESSON CORP$1.2M0.57%2,080CommonSOLE
254687106DISDISNEY WALT CO$1.2M0.56%12,108CommonSOLE
372460105GPCGENUINE PARTS CO$1.2M0.55%8,529CommonSOLE
31428X106FDXFEDEX CORP$1.2M0.54%3,865CommonSOLE
09247X101BLKCHFBLACKROCK INC$1.1M0.54%1,460CommonSOLE
025816109AXPAMERICAN EXPRESS CO$1.1M0.52%4,799CommonSOLE
808524888SCHCSCHWAB STRATEGIC TR$1.1M0.51%30,922CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$1.1M0.51%2,428CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$1.1M0.51%14,718CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$1.1M0.50%7,826CommonSOLE
253868103DLRDIGITAL RLTY TR INC$1.0M0.49%6,846CommonSOLE
704326107PAYXPAYCHEX INC$1.0M0.48%8,656CommonSOLE
244199105DEDEERE & CO$1.0M0.47%2,718CommonSOLE
767204100RIORIO TINTO PLC$1.0M0.47%15,373CommonSOLE
02209S103MOALTRIA GROUP INC$1.0M0.47%22,122CommonSOLE
68389X105ORCLORACLE CORP$1.0M0.47%7,086CommonSOLE
023135106AMZNAMAZON COM INC$999,6830.47%5,173CommonSOLE
780087102RYROYAL BK CDA$985,7180.46%9,266CommonSOLE
002824100ABTABBOTT LABS$982,2620.46%9,453CommonSOLE
044186104ASHASHLAND INC$978,3500.46%10,354CommonSOLE
532457108LLYELI LILLY & CO$968,7610.45%1,070CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$966,5650.45%16,139CommonSOLE
G5960L103MDTMEDTRONIC PLC$943,4190.44%11,986CommonSOLE
458140100INTCINTEL CORP$939,1660.44%30,325CommonSOLE
651639106NEMNEWMONT CORP$927,4210.43%22,150CommonSOLE
904767704UNILEVER PLC$891,5530.42%16,213CommonSOLE
233331107DTEDTE ENERGY CO$885,5270.41%7,977CommonSOLE
369550108GDGENERAL DYNAMICS CORP$871,2910.41%3,003CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$847,5880.39%9,176CommonSOLE
406216101HALHALLIBURTON CO$838,1840.39%24,813CommonSOLE
298736109EEFTEURONET WORLDWIDE INC$838,1430.39%8,098CommonSOLE
22822V101CCICROWN CASTLE INC$821,8530.38%8,412CommonSOLE
80105N105SNYSANOFI$818,0480.38%16,860CommonSOLE
654106103NKENIKE INC$806,1580.38%10,696CommonSOLE
038222105AMATAPPLIED MATLS INC$803,7820.37%3,406CommonSOLE
060505104BACBANK AMERICA CORP$803,5140.37%20,204CommonSOLE
681919106OMCOMNICOM GROUP INC$796,3570.37%8,878CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$795,9170.37%4,602CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$745,3670.35%1,393CommonSOLE
89832Q109TFCTRUIST FINL CORP$673,8930.31%17,346CommonSOLE
166764100CVXCHEVRON CORP NEW$658,2160.31%4,208CommonSOLE
949746101WMT2WELLS FARGO CO NEW$646,1040.30%10,879CommonSOLE
693506107PPGPPG INDS INC$637,3810.30%5,063CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$587,8440.27%1,734CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$572,4400.27%5,899CommonSOLE
554382101MACMACERICH CO$570,8020.27%36,969CommonSOLE
31847R102FAFFIRST AMERN FINL CORP$558,4370.26%10,351CommonSOLE
440452100HRLHORMEL FOODS CORP$527,4170.25%17,298CommonSOLE
36467J108GLPIGAMING & LEISURE PPTYS INC$516,2990.24%11,420CommonSOLE
464287465EFAISHARES TR$512,5920.24%6,544CommonSOLE
03064D108COLDAMERICOLD REALTY TRUST INC$510,8000.24%20,000CommonSOLE
29444U700EQIXEQUINIX INC$498,6000.23%659CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$490,1040.23%7,525CommonSOLE
46090E103QQQINVESCO QQQ TR$475,7570.22%993CommonSOLE
149123101CATCATERPILLAR INC$470,0050.22%1,411CommonNONE
464288885EFGISHARES TR$462,4990.22%4,521CommonSOLE
464287804IJRISHARES TR$445,8390.21%4,180CommonSOLE
808524680SCHQSCHWAB STRATEGIC TR$431,8130.20%13,161CommonSOLE
701094104PHPARKER-HANNIFIN CORP$411,2240.19%813CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$405,3410.19%2,933CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$393,7360.18%712CommonSOLE
72201R775BONDPIMCO ETF TR$381,8080.18%4,192CommonSOLE
464288356CMFISHARES TR$375,0670.17%6,594CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$361,9690.17%2,645CommonSOLE
75513E101RTXRTX CORPORATION$357,9910.17%3,566CommonSOLE
281020107EIXEDISON INTL$335,7130.16%4,675CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$328,5030.15%1,690CommonSOLE
816851109SRESEMPRA$322,7990.15%4,244CommonSOLE
718546104PSXPHILLIPS 66$319,3270.15%2,262CommonSOLE
717081103PFEPFIZER INC$319,0290.15%11,402CommonSOLE
219350105GLWCORNING INC$309,5960.14%7,969CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$287,7900.13%3,701CommonSOLE
29273V100ETENERGY TRANSFER L P$275,7400.13%17,000CommonSOLE
097023105BABOEING CO$261,5490.12%1,437CommonNONE
65339F101NEENEXTERA ENERGY INC$254,4210.12%3,593CommonSOLE
464287671IUSGISHARES TR$245,2720.11%1,924CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$240,9690.11%8,315CommonSOLE
486606106KYNKAYNE ANDERSON ENERGY INFRST$240,5860.11%23,290CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$237,0070.11%5,747CommonSOLE
092524107XBGYXBLACKROCK ENHANCED INTL DIV$219,9860.10%39,424CommonSOLE
94106L109WMWASTE MGMT INC DEL$219,5270.10%1,029CommonSOLE
217204106CPRTCOPART INC$216,6400.10%4,000CommonSOLE
988498101YUMYUM BRANDS INC$203,1940.09%1,534CommonSOLE
09257A108BCXBLACKROCK RES & COMMODITIES$183,8000.09%20,000CommonSOLE
09058V103BCRXBIOCRYST PHARMACEUTICALS INC$173,0400.08%28,000CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$150,1720.07%864CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$150,1380.07%3,038CommonSOLE
670656107NRKNUVEEN NEW YORK AMT QLT MUNI$139,5460.07%12,583CommonNONE
670657105XNEAXNUVEEN AMT FREE QLTY MUN INC$115,1160.05%10,045CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.