LEISURE CAPITAL MANAGEMENT
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SBRA | 583K | $11.04M |
 | LDI | 500K | $1.03M |
 | AAPL | 145K | $39.37M |
 | PAGP | 44K | $851.02K |
 | NFLX | 37K | $3.46M |
 | KIM | 36K | $737.91K |
 | TRN | 35K | $912.95K |
 | EPD | 34K | $1.08M |
 | CSCO | 33K | $2.55M |
 | BCRX | 28K | $218.40K |
 | GLW | 28K | $2.42M |
 | MSFT | 24K | $11.68M |
 | NVDA | 24K | $4.43M |
 | NEM | 23K | $2.27M |
 | MNST | 22K | $1.71M |
 | MO | 21K | $1.23M |
 | BAC | 21K | $1.16M |
 | NKE | 21K | $1.31M |
 | WFC | 20K | $1.86M |
 | TFC | 20K | $978.35K |
Sabra Health Care REIT, Inc.
SBRA
Shares Held
583K
Value
$11.04M
loanDepot, Inc.
LDI
Shares Held
500K
Value
$1.03M
Apple Inc.
AAPL
Shares Held
145K
Value
$39.37M
Plains GP Holdings, L.P.
PAGP
Shares Held
44K
Value
$851.02K
Netflix, Inc.
NFLX
Shares Held
37K
Value
$3.46M
Kimco Realty Corporation
KIM
Shares Held
36K
Value
$737.91K
Trinity Industries, Inc.
TRN
Shares Held
35K
Value
$912.95K
Enterprise Products Partners L.P.
EPD
Shares Held
34K
Value
$1.08M
Cisco Systems, Inc.
CSCO
Shares Held
33K
Value
$2.55M
BioCryst Pharmaceuticals, Inc.
BCRX
Shares Held
28K
Value
$218.40K
Corning Incorporated
GLW
Shares Held
28K
Value
$2.42M
Microsoft Corporation
MSFT
Shares Held
24K
Value
$11.68M
NVIDIA Corporation
NVDA
Shares Held
24K
Value
$4.43M
Newmont Corporation
NEM
Shares Held
23K
Value
$2.27M
Monster Beverage Corporation
MNST
Shares Held
22K
Value
$1.71M
Altria Group, Inc.
MO
Shares Held
21K
Value
$1.23M
Bank of America Corporation
BAC
Shares Held
21K
Value
$1.16M
NIKE, Inc.
NKE
Shares Held
21K
Value
$1.31M
Wells Fargo & Company
WFC
Shares Held
20K
Value
$1.86M
Truist Financial Corporation
TFC
Shares Held
20K
Value
$978.35K