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Portfolio (Quarterly) Guide ↗

Lepercq De Neuflize Asset Management LLC

· CIK 0001854423
13F Portfolio $138M AUM 26 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 10 New 6 Added 5 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SVCO SILVACO GROUP INC Technology 95,727.0 $678K 0.49% +8K +8.7% $7.08 +37.6%
2 WETOUCH TECHNOLOGY INC 163,954.0 $211K 0.15% +30K +22.4% $1.29
3 FIGX CAP ACQUISITION CORP. 150,000.0 $41K 0.03% +138K +1184.4% $0.27
4 SOLARIUS CAPITAL ACQU CORP 120,000.0 $31K 0.02% +95K +380.8% $0.26
5 LIGHTWAVE ACQUISITION CORP 53,640.0 $13K 0.01% +14K +34.1% $0.24
6 CO2 ENERGY TRANSITION CORP 93,953.0 $10K 0.01% +60K +176.7% $0.11

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 96.8%
Technology 2.5%
Energy 0.5%
Consumer Cyclical 0.2%