Skip to main content

Lepercq De Neuflize Asset Management LLC

Location
NEW YORK, NY
Portfolio Value
Micro $85,078,119
Diversification
Highly concentrated
Filing Date
Global Rank
#6,424 / 8,700 ▲ 723
Top Industry
Semiconductors 42.2%
Period ended 2 months ago
Filed Aug 13, 2026 · 30d
7 quarters · since Dec 2024

Portfolio Concentration

30 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026
Top Position
95.4%
+44.0 pts
Top 5
99.0%
+0.4 pts
Top 10
100.0%
0.0 pts
HHI
9,110
Dec 2024 → Jun 2026 · range 3,317 – 9,110
Highly concentrated+5,202

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026
Sector % Portfolio Value
Unclassified 96.6% $82,164,756
Technology 3.2% $2,737,908
Consumer Cyclical 0.2% $175,455
Basic Materials 0.0% $0
Financial Services 0.0% $0

Last Quarter's Activity

Export CSV
Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased
9 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
2 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
10 positions
Ticker Shares Value Open
29,947 $0

Sold Out

Positions the filer fully exited
2 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
30 tracked positions · $85,078,119 total · filing declares 37 positions · $157,528,431 · as of Jun 30, 2026
Ticker Company Shares Value (USD) % of Portfolio History
29,947 $0 0.00%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.