Stock Taper

LEISURE CAPITAL MANAGEMENT

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
SempraSRE4.24K$393.46K
Solstice Advanced Materials Inc.SOLS3.95K$349.79K
The Walt Disney CompanyDIS3.94K$379.61K
PPG Industries, Inc.PPG3.6K$437.01K
Palo Alto Networks, Inc.PANW3.32K$1.13M
Applied Materials, Inc.AMAT3.27K$2.37M
Walmart Inc.WMT2.96K$335.25K
The Coca-Cola CompanyKO2.79K$226.74K
Danaher CorporationDHR2.74K$521.92K
NextEra Energy, Inc.NEE2.73K$239.7K
Deere & CompanyDE2.7K$1.71M
Ventas, Inc.VTR2.67K$237.19K
Caterpillar Inc.CAT2.44K$2.6M
The Goldman Sachs Group, Inc.GS2.44K$2.46M
United Parcel Service, Inc.UPS2.34K$251.55K
General Dynamics CorporationGD2.31K$819.36K
Phillips 66PSX2.12K$358.56K
Tesla, Inc.TSLA2K$840.78K
McKesson CorporationMCK1.98K$1.49M
RTX CorporationRTX1.95K$370.16K