Lepercq De Neuflize Asset Management LLC - Portfolio overview

Lepercq De Neuflize Asset Management LLC has 22 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. SPY - STATE STR SPDR S&P 500 ETF T, 51.30%
2. VOO - VANGUARD INDEX FDS, 33.03%
3. EFA - ISHARES TR, 12.91%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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