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LEPERCQ DE NEUFLIZE ASSET MANAGEMENT LLC 13F portfolio summary

LEPERCQ DE NEUFLIZE ASSET MANAGEMENT LLC of LEPERCQ DE NEUFLIZE ASSET MANAGEMENT LLC has 37 current stock holdings with a reported portfolio value of $157.5M. The portfolio 1 year return is +18.86%. Top holdings include SPY (51.54%), VOO (33.31%), EFA (12.08%), QRVO (0.52%), ENPH (0.31%).

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LEPERCQ DE NEUFLIZE ASSET MANAGEMENT LLC

LEPERCQ DE NEUFLIZE ASSET MANAGEMENT LLC
Latest filing: 2026-06-30

LEPERCQ DE NEUFLIZE ASSET MANAGEMENT LLC runs LEPERCQ DE NEUFLIZE ASSET MANAGEMENT LLC and currently holds 37 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $157.53M. Their top holdings are SPY, VOO, EFA, QRVO, ENPH. The top five represent 97.8% of reported portfolio weight. LEPERCQ DE NEUFLIZE ASSET MANAGEMENT LLC ranks #806 out of 1000 investors tracked by Alpha Score. They added to 2 existing positions. They trimmed 1 position. Their current best-performing preview position is POWI with returns of +63.59%.

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Top 5 Holdings
SPY51.5%
VOO33.3%
EFA12.1%
QRVO0.5%
ENPH0.3%
Top 5: 97.8%
Portfolio Returns
1 Year
+18.86%
#733/1000
3 Year
+30.39%
#807/1000
5 Year
+30.39%
#800/1000

Portfolio Value

$157.53M

Alpha Score

26.5

#806 of 1000

Holdings

37

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37 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
SPY
STATE STR SPDR S&P 500 ETF T
51.54%$586.08$765.62+30.63%
Held
VOO
VANGUARD INDEX FDS
33.31%$612.60$703.77+14.88%
Added
+0.29%
EFA
ISHARES TR
12.08%$75.61$108.26+43.18%
Held
QRVO
QORVO INC
0.52%$86.56$95.56+10.40%
Held
ENPH
ENPHASE ENERGY INC
0.31%$37.81$38.61+2.12%
Held
POWI
POWER INTEGRATIONS INC
0.27%$51.20$55.18+7.77%
Trimmed
-50.00%
CLAR
CLARUS CORP NEW
0.11%$3.71$3.71+0.00%
Added
+3.72%

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