Lepercq De Neuflize Asset Management LLC

CIK: 0001854423SEC EDGAR →

Portfolio Value

$181.8B

Holdings

18

As of

Q4 2025

New Positions

3

Closed Positions

3

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

SPDR S&P 500 ETF TR

115,245$78.6B
43.23%
2

VANGUARD INDEX FDS

75,989$47.7B
26.22%
3

ISHARES TR

466,000$44.7B
24.62%
4

MAGNACHIP SEMICONDUCTOR CORP

2,694,527$6.9B
3.78%
5

QORVO INC

18,700$1.6B
0.87%
6

COTWO ADVISORS PHYSICAL EURO

66,235$1.3B
0.72%
7

SILVACO GROUP INC

88,083$356.0M
0.20%
8

CLARUS CORP NEW

68,400$229.0M
0.13%
9

WETOUCH TECHNOLOGY INC

133,908$179.0M
0.10%
10

OXLEY BRIDGE ACQ LTD

370,000$81.0M
0.04%

Quarterly Changes

Top Buys

MX↑ Increased
$3.7B
VOO↑ Increased
$1.2B
SVCONEW
$356.0M
CLAR↑ Increased
$112.8M
WETH↑ Increased
$81.6M

Top Sells

CTWO↓ Decreased
$106.9M
LAVA THERAPEUTICS NVCLOSED
$48.4M

New Positions (10)

$356.0M · 88K shares
$81.0M · 370K shares
$69.0M · 266K shares
$36.0M · 121K shares
$21.0M · 167K shares
$10.0M · 40K shares
$9.0M · 25K shares
$6.0M · 25K shares
$5.0M · 34K shares
FIGX CAP ACQUISITION CORP.
$3.0M · 12K shares

Closed Positions (1)

LAVA THERAPEUTICS NV
$48.4M · 31K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services10$171.2B94.2%
Technology5$10.1B5.6%
Consumer Cyclical1$229.0M0.1%
Real Estate1$179.0M0.1%
Unknown1$3.0M0.0%