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Lepercq De Neuflize Asset Management LLC 13F holdings, Q3 2025

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

Lepercq De Neuflize Asset Management LLC disclosed 9 US equity positions worth $173.3m in its Q3 2025 13F filing. The largest position was SPY at 44.3% of the reported book, followed by VOO and EFA. Against the Q2 2025 filing, it opened 3 new positions, added to 2 and reduced 0 among the top 9 holdings.

← Q2 2025 · Q4 2025 →

What did Lepercq De Neuflize Asset Management LLC own in Q3 2025? Top 9 positions

#StockSectorWeightValueSharesΔ sharesvs Q2 2025
1 SPY SPDR S&P 500 ETF TR 44.3%$76.8m115,245 0% held
2 VOO VANGUARD INDEX FDS 26.8%$46.4m75,784 – new
3 EFA ISHARES TR 25.1%$43.5m466,000 0% held
4 MX MAGNACHIP SEMICONDUCTOR CORP Technology 1.9%$3.2m1,027,093 – new
5 QRVO QORVO INC Technology 1.0%$1.7m18,700 36% added
6 COTWO ADVISORS PHYSICAL EURO 0.8%$1.4m79,712 – new
7 CLAR CLARUS CORP NEW Consumer Cyclical 0.1%$116.2k33,200 3% added
8 WETH WETOUCH TECHNOLOGY INC 0.1%$97.4k77,954 0% held
9 LAVA THERAPEUTICS NV 0.0%$48.4k31,000 0% held

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.