WhaleCreep

Lepercq De Neuflize Asset Management LLC 13F holdings, Q4 2025

Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →

Lepercq De Neuflize Asset Management LLC disclosed 17 US equity positions worth $174.9m in its Q4 2025 13F filing. The largest position was SPY at 44.9% of the reported book, followed by VOO and EFA. Against the Q3 2025 filing, it opened 10 new positions, added to 2 and reduced 1 among the top 17 holdings.

← Q3 2025 · Q1 2026 →

What did Lepercq De Neuflize Asset Management LLC own in Q4 2025? Top 17 positions

#StockSectorWeightValueSharesΔ sharesvs Q3 2025
1 SPY SPDR S&P 500 ETF TR 44.9%$78.6m115,245 0% held
2 VOO VANGUARD INDEX FDS 27.2%$47.7m75,989 0% held
3 EFA ISHARES TR 25.6%$44.7m466,000 0% held
4 QRVO QORVO INC Technology 0.9%$1.6m18,700 0% held
5 COTWO ADVISORS PHYSICAL EURO 0.8%$1.3m66,235 -17% reduced
6 SVCO SILVACO GROUP INC 0.2%$356.7k88,083 – new
7 CLAR CLARUS CORP NEW Consumer Cyclical 0.1%$229.1k68,400 106% added
8 WETH WETOUCH TECHNOLOGY INC 0.1%$179.4k133,908 72% added
9 OXLEY BRIDGE ACQ LTD 0.0%$81.4k370,000 – new
10 PIONEER ACQUISITION I CORP 0.0%$69.2k266,000 – new
11 DUNE ACQUISITION CORP II 0.0%$36.4k121,237 – new
12 GLOBA TERRA ACQUISITION COR 0.0%$21.0k167,348 – new
13 LIGHTWAVE ACQUISITION CORP 0.0%$10.8k40,000 – new
14 D. BORAL ARC ACQ I CORP. 0.0%$9.1k25,000 – new
15 SOLARIUS CAPITAL ACQU CORP 0.0%$7.0k24,960 – new
16 CO2 ENERGY TRANSITION CORP 0.0%$5.7k33,953 – new
17 FIGX CAP ACQUISITION CORP. 0.0%$3.2k11,679 – new

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.