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Patrick Maxwell

Leisure Capital Management

Assets Managed
$320.417M
Holdings
157
Last Quarter
2026 - Q2
Filed Date
4d ago
Growth Rate
12.15%(2Q avg: 3.39%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Leisure Capital Management's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 157 positions.

Assets under management

The assets under management (AUM) of Leisure Capital Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 320.417M in assets, with a quarterly growth rate of 12.15% and a 2-quarter average growth rate of 3.39%. The portfolio is managed by Patrick Maxwell, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -0.23%
12.92%
$41.391M
143,042 shares@ $289.37 avg price
WINN
Harbor Long-term Growers Etf
Recent Activity
Increased 19.84%
5.79%
$18.551M
571,337 shares@ $32.48 avg price
QLTY
Gmo U.s. Quality Etf
Recent Activity
Increased 28.44%
4.15%
$13.291M
319,341 shares@ $41.63 avg price
SBRA
Sabra Health Care Reit Inc
Recent Activity
4.02%
$12.853M
658,807 shares@ $19.52 avg price
STX
Seagate Technology Holdings
Recent Activity
Decreased -2.68%
3.85%
$12.325M
12,772 shares@ $965.0 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 0.67%
2.82%
$9.014M
24,164 shares@ $373.03 avg price
SCHX
Schwab Us Large-cap Etf
Recent Activity
Decreased -47.33%
2.81%
$8.973M
304,890 shares@ $29.44 avg price
PULS
Pgim Ultra Short Bond Etf
Recent Activity
Increased 4.53%
2.2%
$7.041M
142,104 shares@ $49.56 avg price
KLAC
Kla Corp
Recent Activity
Increased 884.04%
2.06%
$6.6M
21,875 shares@ $301.72 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -0.4%
1.98%
$6.325M
16,745 shares@ $377.76 avg price

1-10 of 157