WhaleCreep

Lepercq De Neuflize Asset Management LLC 13F holdings, Q2 2025

Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →

Lepercq De Neuflize Asset Management LLC disclosed 9 US equity positions worth $114.5m in its Q2 2025 13F filing. The largest position was SPY at 62.2% of the reported book, followed by EFA and QRVO. Against the Q1 2025 filing, it opened 2 new positions, added to 4 and reduced 0 among the top 9 holdings.

← Q1 2025 · Q3 2025 →

What did Lepercq De Neuflize Asset Management LLC own in Q2 2025? Top 9 positions

#StockSectorWeightValueSharesΔ sharesvs Q1 2025
1 SPY SPDR S&P 500 ETF TR 62.2%$71.2m115,245 0% held
2 EFA ISHARES TR 36.4%$41.7m466,000 0% held
3 QRVO QORVO INC Technology 1.0%$1.2m13,700 – new
4 XYLO TECHNOLOGIES LTD 0.1%$132.4k26,059 0% held
5 CLAR CLARUS CORP NEW Consumer Cyclical 0.1%$111.7k32,200 45% added
6 PRESIDIO PPTY TR INC 0.1%$75.4k14,412 – new
7 WETH WETOUCH TECHNOLOGY INC 0.1%$74.0k77,954 15% added
8 EPIEUR ESSA PHARMA INC 0.1%$57.3k33,700 6% added
9 LAVA THERAPEUTICS NV 0.0%$40.9k31,000 35% added

Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.