MondegarAI
Leisure Capital Management

Q1 2026 · 13F-HR

Leisure Capital Managementholdings as filed

Filed 2026-05-08 · accession 0001631507-26-000003

$285.7M
Reported value
154
Positions
2026-03-31
Period end
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The Brief · Leisure Capital Management · Q1 2026

AI · grounded in 13F

Leisure Capital Management closed its position in CMF for a reduction of $1.88M. The fund increased its stake in BRK/B by 60.48% and added a new position in F valued at $832,175. Other activity included accumulating SBRA by 12.99% and trimming holdings in STX by 15.19% and AVGO by 11.27%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$36.4M12.7%143,376CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$14.8M5.20%578,955CommonNONE
41151J406WINNHARBOR ETF TRUST$13.2M4.63%476,775CommonNONE
78573L106SBRASABRA HEALTH CARE REIT INC$12.7M4.43%658,807CommonNONE
90139K100QLTYGMO ETF TRUST$9.0M3.15%248,632CommonNONE
594918104MSFTMICROSOFT CORP$8.9M3.11%24,005CommonNONE
69344A107PULSPGIM ETF TR$6.7M2.36%135,952CommonNONE
22160K105COSTCOSTCO WHOLESALE CORPORATION$6.2M2.17%6,229CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$5.5M1.93%222,480CommonNONE
46625H100JPMJPMORGAN CHASE & CO$5.3M1.84%17,914CommonNONE
11135F101AVGOBROADCOM INC$5.2M1.82%16,813CommonNONE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$5.1M1.80%13,124CommonNONE
02079K107GOOGALPHABET INC$5.0M1.76%17,542CommonNONE
02079K305GOOGLALPHABET INC$4.5M1.59%15,819CommonNONE
67066G104NVDANVIDIA CORPORATION$4.0M1.39%22,782CommonNONE
808524607SCHASCHWAB STRATEGIC TR$3.8M1.31%128,988CommonNONE
478160104JNJJOHNSON & JOHNSON$3.7M1.29%15,077CommonNONE
438516106HONHONEYWELL INTL INC$3.6M1.27%16,011CommonNONE
219350105GLWCORNING INC$3.4M1.18%24,750CommonNONE
64110L106NFLXNETFLIX INC.$3.3M1.15%34,301CommonNONE
482480100KLACKLA CORP$3.3M1.15%2,223CommonNONE
46138J643BSCSINVESCO EXCH TRD SLF IDX FD$3.1M1.08%151,004CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.8M0.99%5,880CommonNONE
30303M102METAMETA PLATFORMS INC$2.8M0.98%4,912CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$2.6M0.90%82,646CommonNONE
437076102HDHOME DEPOT INC$2.5M0.86%7,497CommonNONE
17275R102CSCOCISCO SYS INC$2.4M0.85%31,470CommonNONE
742718109PGPROCTER & GAMBLE CO$2.4M0.83%16,355CommonNONE
023135106AMZNAMAZON COM INC$2.3M0.81%11,066CommonNONE
78468R739SHMSPDR SERIES TRUST$2.3M0.80%47,984CommonNONE
747525103QCOMQUALCOMM INC$2.2M0.78%17,368CommonNONE
03076C106AMPAMERIPRISE FINL INC$2.1M0.75%4,833CommonNONE
651639106NEMNEWMONT CORP$2.1M0.72%19,081CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$2.1M0.72%2,437CommonNONE
56585A102MPCMARATHON PETE CORP$2.0M0.70%8,134CommonNONE
548661107LOWLOWES COS INC$2.0M0.68%8,261CommonNONE
30231G102XOMEXXON MOBIL CORP$1.9M0.65%10,941CommonNONE
780287108RGLDROYAL GOLD INC$1.9M0.65%7,283CommonNONE
166764100CVXCHEVRON CORPORATION$1.8M0.63%8,642CommonNONE
20825C104COPCONOCOPHILLIPS$1.8M0.62%13,394CommonNONE
149123101CATCATERPILLAR INC$1.7M0.60%2,439CommonNONE
031162100AMGNAMGEN INC$1.7M0.60%4,875CommonNONE
58155Q103MCKMCKESSON CORP$1.7M0.60%1,975CommonNONE
713448108PEPPEPSICO INC$1.7M0.59%10,825CommonNONE
92826C839VVISA INC$1.7M0.59%5,542CommonNONE
452308109ITWILLINOIS TOOL WKS INC$1.7M0.58%6,385CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$1.6M0.56%22,209CommonNONE
580135101MCDMCDONALDS CORP$1.6M0.56%5,143CommonNONE
949746101WMT2WELLS FARGO & CO$1.6M0.56%19,981CommonNONE
336433107FSLRFIRST SOLAR INC$1.6M0.55%8,010CommonNONE
244199105DEDEERE & CO$1.5M0.53%2,668CommonNONE
020002101ALLALLSTATE CORP$1.4M0.50%6,861CommonNONE
025816109AXPAMERICAN EXPRESS CO$1.4M0.49%4,655CommonNONE
780087102RYROYAL BK CDA$1.4M0.48%8,425CommonNONE
09290D101BLKBLACKROCK INC$1.3M0.46%1,366CommonNONE
02209S103MOALTRIA GROUP INC$1.3M0.45%19,527CommonNONE
767204100RIORIO TINTO PLC$1.3M0.45%13,799CommonNONE
808513105SCHWSCHWAB CHARLES CORP$1.3M0.44%13,395CommonNONE
30040W108ESEVERSOURCE ENERGY$1.2M0.43%17,934CommonNONE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$1.2M0.43%1,885CommonNONE
58933Y105MRKMERCK & CO INC$1.2M0.43%10,142CommonNONE
14040H105COFCAPITAL ONE FINL CORP$1.2M0.43%6,658CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$1.1M0.40%29,859CommonNONE
808524888SCHCSCHWAB STRATEGIC TR$1.1M0.39%23,966CommonNONE
038222105AMATAPPLIED MATLS INC$1.1M0.39%3,272CommonNONE
G5960L103MDTMEDTRONIC PLC$1.1M0.39%12,810CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.1M0.39%4,564CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GROUP$1.1M0.38%13,437CommonNONE
654106103NKENIKE INC$1.1M0.37%20,038CommonNONE
896522109TRNTRINITY INDS INC$1.0M0.36%32,369CommonNONE
060505104BACBANK AMERICA CORP$1.0M0.36%20,964CommonNONE
842587107SOSOUTHERN CO$1.0M0.35%10,498CommonNONE
68389X105ORCLORACLE CORP$1.0M0.35%6,836CommonNONE
72651A207PAGPPLAINS GP HLDGS L P$963,7950.34%39,695CommonNONE
002824100ABTABBOTT LABORATORIES$933,3730.33%9,091CommonNONE
532457108LLYELI LILLY & CO$931,3220.33%1,013CommonNONE
89832Q109TFCTRUIST FINL CORP$906,2070.32%19,713CommonNONE
78467Y107MDYSTATE STR SPDR S&P MIDCAP 40$866,5480.30%1,405CommonSOLE
372460105GPCGENUINE PARTS CO$860,7000.30%8,139CommonNONE
345370860FFORD MTR CO$832,1750.29%72,112CommonNONE
09260D107BXBLACKSTONE INC$817,0040.29%7,105CommonNONE
369550108GDGENERAL DYNAMICS CORP$793,8680.28%2,313CommonNONE
49446R109KIMKIMCO REALTY CORP$781,0580.27%34,760CommonNONE
904767803ULUNILEVER PLC$770,3490.27%13,522CommonNONE
701094104PHPARKER-HANNIFIN CORP$730,5160.26%816CommonNONE
464287465EFAISHARES TR$722,6480.25%7,440CommonNONE
53946R106LDILOANDEPOT INC$710,0000.25%500,000CommonNONE
88160R101TSLATESLA INC$703,7230.25%1,893CommonNONE
464287432TLTISHARES TR$664,6530.23%7,667CommonNONE
704326107PAYXPAYCHEX INC$654,2370.23%7,102CommonNONE
72201R775BONDPIMCO ETF TR$649,3750.23%7,037CommonNONE
31847R102FAFFIRST AMERN FINL CORP$624,0620.22%10,351CommonNONE
922908363VOOVANGUARD INDEX FDS$622,6480.22%1,042CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$616,6970.22%7,701CommonNONE
78463V107GLDSPDR GOLD TR$595,0920.21%1,383CommonNONE
80105N105SNYSANOFI SA$586,7850.21%12,179CommonNONE
697435105PANWPALO ALTO NETWORKS INC$534,3470.19%3,333CommonSOLE
G0250X149AMCRAMCOR PLC$533,3260.19%13,417CommonNONE
235851102DHRDANAHER CORP DEL$519,5040.18%2,740CommonNONE
464287804IJRISHARES TR$518,9950.18%4,175CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$508,0610.18%16,560CommonNONE
194162103CLCOLGATE PALMOLIVE CO$502,7750.18%5,899CommonNONE
464288885EFGISHARES TR$498,6040.17%4,477CommonSOLE
681919106OMCOMNICOM GROUP INC$495,2390.17%6,576CommonNONE
044186104ASHASHLAND INC$479,9150.17%8,630CommonNONE
464287200IVVISHARES TR$449,1660.16%688CommonNONE
816851109SRESEMPRA$412,3970.14%4,244CommonNONE
718546104PSXPHILLIPS 66$386,3480.14%2,121CommonNONE
693506107PPGPPG INDS INC$385,0690.13%3,603CommonNONE
75513E101RTXRTX CORPORATION$384,0640.13%1,991CommonNONE
254687106DISDISNEY WALT CO$382,5990.13%3,970CommonSOLE
931142103WMTWALMART INC$367,4560.13%2,957CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$351,4440.12%715CommonNONE
281020107EIXEDISON INTL$342,0930.12%4,675CommonNONE
486606106KYNKAYNE ANDERSON ENERGY INFRST$332,5820.12%23,290CommonNONE
464288414MUBISHARES TR$330,2330.12%3,111CommonNONE
29273V100ETENERGY TRANSFER L P$328,2550.11%17,008CommonNONE
670656107NRKNUVEEN NY AMT FREE$307,8630.11%30,153CommonNONE
369604301GEGE AEROSPACE$304,7780.11%1,074CommonNONE
03027X100AMTAMERICAN TOWER CORP$304,4320.11%1,764CommonNONE
83443Q103SOLSSOLSTICE ADVANCED MATLS INC$300,6800.11%3,948CommonNONE
05329W102ANAUTONATION INC$299,9200.10%1,536CommonNONE
464287671IUSGISHARES TR$298,4320.10%1,924CommonNONE
G3730V105FTAIFTAI AVIATION LTD$286,1600.10%1,168CommonNONE
09058V103BCRXBIOCRYST PHARMACEUTICALS INC$266,5600.09%28,000CommonNONE
717081103PFEPFIZER INC$266,2950.09%9,483CommonNONE
46090E103QQQINVESCO QQQ TR$264,3490.09%458CommonNONE
670657105XNEAXNUVEEN AMT FREE QLTY MUN INC$262,9850.09%23,418CommonNONE
36828A101GEVGE VERNOVA INC$262,7430.09%301CommonNONE
65339F101NEENEXTERA ENERGY INC$253,6560.09%2,731CommonNONE
988498101YUMYUM BRANDS INC$253,3310.09%1,629CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$251,2510.09%5,005CommonNONE
031100100AMEAMETEK INC$249,5160.09%1,164CommonNONE
09257A108BCXBLACKROCK RES & COMMODITIES$241,0000.08%20,000CommonNONE
458140100INTCINTEL CORP$238,3020.08%5,400CommonNONE
46137V266RPGINVESCO EXCHANGE TRADED FD T$233,7000.08%5,000CommonNONE
464287234EEMISHARES TR$228,5800.08%4,025CommonNONE
539830109LMTLOCKHEED MARTIN CORP$227,2510.08%376CommonNONE
595112103MUMICRON TECHNOLOGY INC$220,6100.08%653CommonNONE
097023105BABOEING CO$220,0730.08%1,106CommonNONE
92276F100VTRVENTAS INC$218,4350.08%2,671CommonNONE
260003108DOVDOVER CORP$216,5800.08%1,039CommonSOLE
172967424CCITIGROUP INC$213,3250.07%1,881CommonNONE
092524107XBGYXBLACKROCK ENHANCED INTL DIV$213,2840.07%39,424CommonNONE
66987V109NVSNOVARTIS AG$212,9340.07%1,394CommonNONE
26875P101EOGEOG RES INC$212,3740.07%1,469CommonNONE
191216100KOCOCA COLA CO$212,1800.07%2,790CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$210,6460.07%1,607CommonNONE
H1467J104CBCHUBB LTD SWITZ$206,3140.07%633CommonSOLE
617446448MSMORGAN STANLEY$205,0550.07%1,246CommonNONE
G87052109TELTE CONNECTIVITY PLC$201,4960.07%964CommonNONE
494368103KMBKIMBERLY-CLARK CORP$200,4650.07%2,078CommonNONE
355233107XRPZFRANKLIN XRP TRUST$164,6490.06%11,285CommonNONE
02319V103ABEVAMBEV SA$40,8070.01%13,975CommonNONE

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.