Lepercq De Neuflize Asset Management LLC

CIK: 0001854423Latest portfolio: $181.8M · Q4 2025

Holdings

18

Total Value

$181.8M

New Positions

9

Closed Positions

0

Top Holdings

#StockSharesValue% PortfolioChangeType
1
SPYSPDR S&P 500 ETF TR
115,245$78.6M43.23%
2
VOOVANGUARD INDEX FDS
75,989$47.7M26.22%+205
3
EFAISHARES TR
466,000$44.7M24.62%
4
MXMAGNACHIP SEMICONDUCTOR CORP
2,694,527$6.9M3.78%+1.7M
5
QRVOQORVO INC
18,700$1.6M0.87%
6
CTWOCOTWO ADVISORS PHYSICAL EURO
66,235$1.3M0.72%-13,477
7
SVCOSILVACO GROUP INC
88,083$356K0.20%NEW
8
CLARCLARUS CORP NEW
68,400$229K0.13%+35K
9
WETHWETOUCH TECHNOLOGY INC
133,908$179K0.10%+56K
10
OBAOXLEY BRIDGE ACQ LTD
370,000$81K0.04%NEW
11
PACHPIONEER ACQUISITION I CORP
266,000$69K0.04%NEW
12
IPODDUNE ACQUISITION CORP II
121,237$36K0.02%NEW
13
GTERAGLOBA TERRA ACQUISITION COR
167,348$21K0.01%NEW
14
LWACLIGHTWAVE ACQUISITION CORP
40,000$10K0.01%NEW
15
BCARD. BORAL ARC ACQ I CORP.
25,000$9K0.00%NEW
16
SOCASOLARIUS CAPITAL ACQU CORP
24,960$6K0.00%NEW
17
NOEMWCO2 ENERGY TRANSITION CORP
33,953$5K0.00%NEW
18
FIGX CAP ACQUISITION CORP.
11,679$3K0.00%NEW

Quarterly Changes

New Positions

Closed Positions

  • LAVA THERAPEUTICS NVCLOSED
    $48.4M

Increased Positions

NameSharesChange
MX2.7M+1.7M
CLAR68K+35K
VOO76K+205

Decreased Positions

NameSharesChange
CTWO66K-13477
WETH134K56K

Sector Breakdown

Financial Services0.0% ($78587476544474976.0T)
Technology0.0% ($68711580.1T)
Consumer Cyclical0.0% ($229K)
Real Estate0.0% ($179K)
Unknown0.0% ($3K)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 13, 2026$181.8M18
Q3 2025Nov 10, 2025$173.3B9
Q2 2025Aug 11, 2025$151.6B10
Q1 2025May 13, 2025$103.3B14
Q4 2024Feb 13, 2025$139.5B14

Fund Information

CIK0001854423
Most Recent FilingFeb 13, 2026
Number of Filings5

Lepercq De Neuflize Asset Management LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $181.8M across 18 holdings. The largest position is SPDR S&P 500 ETF TR (SPY), representing 43.2% of the portfolio. Compared to the previous quarter, the fund opened 10 new positions and closed 1 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.