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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 13 current stock holdings with a reported portfolio value of $138.0M. The portfolio 1 year return is +14.20%. Top holdings include SPY (0.00%), VOO (33.95%), EFA (13.27%), CTWO (0.67%), SVCO (0.51%).

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LEPERCQ DE NEUFLIZE ASSET MANAGEMENT LLC

LEPERCQ DE NEUFLIZE ASSET MANAGEMENT LLC
Latest filing: 2026-03-31

LEPERCQ DE NEUFLIZE ASSET MANAGEMENT LLC runs LEPERCQ DE NEUFLIZE ASSET MANAGEMENT LLC and currently holds 13 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $137.98M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. LEPERCQ DE NEUFLIZE ASSET MANAGEMENT LLC ranks #946 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, LEPERCQ DE NEUFLIZE ASSET MANAGEMENT LLC's portfolio at LEPERCQ DE NEUFLIZE ASSET MANAGEMENT LLC has delivered returns of +14.20%. Their 3-year annualized return is +13.95%. Looking at the 5-year horizon, LEPERCQ DE NEUFLIZE ASSET MANAGEMENT LLC has achieved +13.95% annualized returns at LEPERCQ DE NEUFLIZE ASSET MANAGEMENT LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+14.20%
#895/1000
3 Year
+13.95%
#946/1000
5 Year
+13.95%
#941/1000

Portfolio Value

$137.98M

Alpha Score

12.3

#946 of 1000

Holdings

13

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change