Lecap Asset Management
Latest statistics and disclosures from Lecap Asset Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, TJX, CCI, MMC, SCHW, and represent 5.17% of Lecap Asset Management's stock portfolio.
- Added to shares of these 10 stocks: NVDA, MMC, SFM, TW, TXN, BR, QRVO, FERG, GDDY, AMT.
- Started 131 new stock positions in CNA, TWLO, SF, LAZ, RAL, AIT, FTNT, MLI, RLI, ADI.
- Reduced shares in these 10 stocks: TPR, TMUS, BSX, , , UBER, BX, DOV, , TEAM.
- Sold out of its positions in ABBV, AAP, ACM, AMG, ADC, AL, ALGN, ALGM, GOOG, COLD.
- Lecap Asset Management was a net seller of stock by $-165k.
- Lecap Asset Management has $288M in assets under management (AUM), dropping by 1.75%.
- Central Index Key (CIK): 0001990849
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Portfolio Holdings for Lecap Asset Management
Lecap Asset Management holds 266 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 1.1 | $3.0M | NEW | 16k | 186.58 |
|
| TJX Companies (TJX) | 1.1 | $3.0M | +29% | 21k | 144.54 |
|
| Crown Castle Intl (CCI) | 1.0 | $3.0M | +8% | 31k | 96.49 |
|
| Marsh & McLennan Companies (MMC) | 1.0 | $3.0M | NEW | 15k | 201.53 |
|
| Charles Schwab Corporation (SCHW) | 1.0 | $2.9M | +35% | 30k | 95.47 |
|
| Sprouts Fmrs Mkt (SFM) | 1.0 | $2.9M | NEW | 26k | 108.80 |
|
| Tradeweb Mkts Cl A (TW) | 1.0 | $2.9M | NEW | 26k | 110.98 |
|
| Texas Instruments Incorporated (TXN) | 1.0 | $2.8M | NEW | 16k | 183.73 |
|
| Colgate-Palmolive Company (CL) | 1.0 | $2.8M | +11% | 36k | 79.94 |
|
| Ferguson Enterprises Common Stock New (FERG) | 1.0 | $2.8M | +517% | 13k | 224.58 |
|
| Broadridge Financial Solutions (BR) | 0.9 | $2.7M | NEW | 11k | 238.17 |
|
| Qorvo (QRVO) | 0.9 | $2.7M | NEW | 30k | 91.08 |
|
| Equitable Holdings (EQH) | 0.9 | $2.6M | +189% | 51k | 50.78 |
|
| Allstate Corporation (ALL) | 0.9 | $2.5M | +33% | 12k | 214.65 |
|
| Western Digital (WDC) | 0.9 | $2.5M | +236% | 21k | 120.06 |
|
| Otis Worldwide Corp (OTIS) | 0.9 | $2.5M | -5% | 27k | 91.43 |
|
| salesforce (CRM) | 0.9 | $2.5M | +91% | 10k | 237.00 |
|
| Godaddy Cl A (GDDY) | 0.9 | $2.5M | +1075% | 18k | 136.83 |
|
| Deckers Outdoor Corporation (DECK) | 0.8 | $2.4M | +298% | 24k | 101.37 |
|
| Ross Stores (ROST) | 0.8 | $2.4M | -26% | 16k | 152.39 |
|
| MarketAxess Holdings (MKTX) | 0.8 | $2.4M | +61% | 14k | 174.25 |
|
| American Intl Group Com New (AIG) | 0.8 | $2.4M | +624% | 30k | 78.54 |
|
| Interpublic Group of Companies (IPG) | 0.8 | $2.4M | -27% | 85k | 27.91 |
|
| Nasdaq Omx (NDAQ) | 0.8 | $2.3M | +4% | 27k | 88.45 |
|
| Best Buy (BBY) | 0.8 | $2.3M | +90% | 30k | 75.62 |
|
| Microchip Technology (MCHP) | 0.8 | $2.3M | +20% | 35k | 64.22 |
|
| Broadcom (AVGO) | 0.8 | $2.3M | +204% | 6.9k | 329.91 |
|
| American Tower Reit (AMT) | 0.8 | $2.2M | NEW | 12k | 192.32 |
|
| Chubb (CB) | 0.8 | $2.2M | NEW | 7.8k | 282.25 |
|
| Micron Technology (MU) | 0.8 | $2.2M | -7% | 13k | 167.32 |
|
| Zoom Communications Cl A (ZM) | 0.7 | $2.2M | -5% | 26k | 82.50 |
|
| O'reilly Automotive (ORLY) | 0.7 | $2.1M | NEW | 20k | 107.81 |
|
| Rexford Industrial Realty Inc reit (REXR) | 0.7 | $2.1M | +18% | 51k | 41.11 |
|
| Moody's Corporation (MCO) | 0.7 | $2.1M | NEW | 4.3k | 476.48 |
|
| Lumentum Hldgs (LITE) | 0.7 | $2.1M | +16% | 13k | 162.71 |
|
| Ameriprise Financial (AMP) | 0.7 | $2.1M | +286% | 4.2k | 491.25 |
|
| Ciena Corp Com New (CIEN) | 0.7 | $2.0M | NEW | 14k | 145.67 |
|
| Zebra Technologies Corporati Cl A (ZBRA) | 0.7 | $1.9M | NEW | 6.4k | 297.16 |
|
| Stanley Black & Decker (SWK) | 0.6 | $1.9M | +100% | 25k | 74.33 |
|
| Sharkninja Com Shs (SN) | 0.6 | $1.8M | +14% | 18k | 103.15 |
|
| Hartford Financial Services (HIG) | 0.6 | $1.8M | -10% | 14k | 133.39 |
|
| Flowserve Corporation (FLS) | 0.6 | $1.8M | +70% | 34k | 53.14 |
|
| Knight-swift Transn Hldgs In Cl A (KNX) | 0.6 | $1.7M | +14% | 44k | 39.51 |
|
| Copart (CPRT) | 0.6 | $1.7M | -28% | 39k | 44.97 |
|
| S&p Global (SPGI) | 0.6 | $1.7M | NEW | 3.5k | 486.71 |
|
| Uipath Cl A (PATH) | 0.6 | $1.7M | +426% | 127k | 13.38 |
|
| Reinsurance Grp Of America I Com New (RGA) | 0.6 | $1.7M | +32% | 8.8k | 192.13 |
|
| Macy's (M) | 0.6 | $1.7M | NEW | 93k | 17.93 |
|
| Tyler Technologies (TYL) | 0.6 | $1.7M | NEW | 3.2k | 523.16 |
|
| Amphenol Corp Cl A (APH) | 0.6 | $1.6M | +171% | 13k | 123.75 |
|
| Principal Financial (PFG) | 0.6 | $1.6M | +42% | 20k | 82.91 |
|
| Roper Industries (ROP) | 0.6 | $1.6M | NEW | 3.3k | 498.69 |
|
| Etsy (ETSY) | 0.6 | $1.6M | NEW | 24k | 66.39 |
|
| Cdw (CDW) | 0.6 | $1.6M | NEW | 10k | 159.28 |
|
| Gaming & Leisure Pptys (GLPI) | 0.6 | $1.6M | +35% | 34k | 46.61 |
|
| Franklin Resources (BEN) | 0.6 | $1.6M | NEW | 69k | 23.13 |
|
| Invesco SHS (IVZ) | 0.5 | $1.5M | NEW | 67k | 22.94 |
|
| Mastercard Incorporated Cl A (MA) | 0.5 | $1.5M | -48% | 2.7k | 568.81 |
|
| Regency Centers Corporation (REG) | 0.5 | $1.5M | +283% | 21k | 72.90 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $1.5M | NEW | 6.1k | 246.60 |
|
| Honeywell International (HON) | 0.5 | $1.5M | +57% | 7.2k | 210.50 |
|
| Mueller Industries (MLI) | 0.5 | $1.5M | NEW | 15k | 101.11 |
|
| Us Bancorp Del Com New (USB) | 0.5 | $1.5M | +202% | 31k | 48.33 |
|
| Valmont Industries (VMI) | 0.5 | $1.5M | NEW | 3.9k | 387.73 |
|
| Bath & Body Works In (BBWI) | 0.5 | $1.5M | +21% | 58k | 25.76 |
|
| Merck & Co (MRK) | 0.5 | $1.5M | 18k | 83.93 |
|
|
| Cognex Corporation (CGNX) | 0.5 | $1.5M | +7% | 33k | 45.30 |
|
| Elastic N V Ord Shs (ESTC) | 0.5 | $1.5M | -36% | 18k | 84.49 |
|
| On Hldg Namen Akt A (ONON) | 0.5 | $1.5M | NEW | 35k | 42.35 |
|
| Nike CL B (NKE) | 0.5 | $1.5M | NEW | 21k | 69.73 |
|
| Kimco Realty Corporation (KIM) | 0.5 | $1.4M | +78% | 66k | 21.85 |
|
| Capital One Financial (COF) | 0.5 | $1.4M | 6.8k | 212.58 |
|
|
| Fidelity National Information Services (FIS) | 0.5 | $1.4M | NEW | 22k | 65.94 |
|
| Comcast Corp Cl A (CMCSA) | 0.5 | $1.4M | +648% | 46k | 31.42 |
|
| Kirby Corporation (KEX) | 0.5 | $1.4M | +320% | 17k | 83.45 |
|
| Paylocity Holding Corporation (PCTY) | 0.5 | $1.4M | +11% | 8.9k | 159.27 |
|
| Tyson Foods Cl A (TSN) | 0.5 | $1.4M | +16% | 26k | 54.30 |
|
| Advanced Micro Devices (AMD) | 0.5 | $1.4M | NEW | 8.7k | 161.79 |
|
| Synchrony Financial (SYF) | 0.5 | $1.4M | +48% | 20k | 71.05 |
|
| Automatic Data Processing (ADP) | 0.5 | $1.4M | -23% | 4.7k | 293.50 |
|
| Allison Transmission Hldngs I (ALSN) | 0.5 | $1.4M | +27% | 16k | 84.88 |
|
| Globant S A (GLOB) | 0.5 | $1.3M | +14% | 23k | 57.38 |
|
| TPG Com Cl A (TPG) | 0.5 | $1.3M | NEW | 23k | 57.45 |
|
| First Horizon National Corporation (FHN) | 0.5 | $1.3M | NEW | 58k | 22.61 |
|
| Analog Devices (ADI) | 0.5 | $1.3M | NEW | 5.4k | 245.70 |
|
| Eli Lilly & Co. (LLY) | 0.5 | $1.3M | NEW | 1.7k | 763.00 |
|
| Renaissance Re Holdings Ltd Cmn (RNR) | 0.5 | $1.3M | +512% | 5.1k | 253.93 |
|
| Microsoft Corporation (MSFT) | 0.5 | $1.3M | +176% | 2.5k | 517.95 |
|
| Masco Corporation (MAS) | 0.4 | $1.3M | +36% | 18k | 70.39 |
|
| Onto Innovation (ONTO) | 0.4 | $1.3M | -39% | 9.9k | 129.22 |
|
| Advanced Drain Sys Inc Del (WMS) | 0.4 | $1.3M | NEW | 9.2k | 138.70 |
|
| Trane Technologies SHS (TT) | 0.4 | $1.3M | NEW | 3.0k | 421.96 |
|
| IDEX Corporation (IEX) | 0.4 | $1.3M | -32% | 7.7k | 162.76 |
|
| Vici Pptys (VICI) | 0.4 | $1.2M | NEW | 38k | 32.61 |
|
| Host Hotels & Resorts (HST) | 0.4 | $1.2M | -56% | 73k | 17.02 |
|
| Vornado Rlty Tr Sh Ben Int (VNO) | 0.4 | $1.2M | +28% | 30k | 40.53 |
|
| Invitation Homes (INVH) | 0.4 | $1.2M | +22% | 41k | 29.33 |
|
| Oshkosh Corporation (OSK) | 0.4 | $1.2M | NEW | 9.3k | 129.70 |
|
| Sandisk Corp (SNDK) | 0.4 | $1.2M | -50% | 11k | 112.20 |
|
| Comfort Systems USA (FIX) | 0.4 | $1.2M | -23% | 1.4k | 825.18 |
|
| Docusign (DOCU) | 0.4 | $1.2M | NEW | 16k | 72.09 |
|
| Siteone Landscape Supply (SITE) | 0.4 | $1.2M | +275% | 9.1k | 128.80 |
|
| Adobe Systems Incorporated (ADBE) | 0.4 | $1.2M | -3% | 3.3k | 352.75 |
|
| Smucker J M Com New (SJM) | 0.4 | $1.2M | NEW | 11k | 108.60 |
|
| Amazon (AMZN) | 0.4 | $1.1M | +34% | 5.2k | 219.57 |
|
| Lincoln National Corporation (LNC) | 0.4 | $1.1M | NEW | 28k | 40.33 |
|
| Veralto Corp Com Shs (VLTO) | 0.4 | $1.1M | NEW | 10k | 106.61 |
|
| Armstrong World Industries (AWI) | 0.4 | $1.1M | NEW | 5.6k | 196.01 |
|
| Manhattan Associates (MANH) | 0.4 | $1.1M | -45% | 5.3k | 204.98 |
|
| Bright Horizons Fam Sol In D (BFAM) | 0.4 | $1.1M | NEW | 9.8k | 108.57 |
|
| Aptiv Com Shs (APTV) | 0.4 | $1.0M | +11% | 12k | 86.22 |
|
| Crane Company Common Stock (CR) | 0.3 | $1.0M | NEW | 5.5k | 184.14 |
|
| Cummins (CMI) | 0.3 | $997k | NEW | 2.4k | 422.37 |
|
| Equity Residential Sh Ben Int (EQR) | 0.3 | $991k | +259% | 15k | 64.73 |
|
| Kenvue (KVUE) | 0.3 | $979k | NEW | 60k | 16.23 |
|
| Emcor (EME) | 0.3 | $970k | NEW | 1.5k | 649.54 |
|
| KBR (KBR) | 0.3 | $965k | -4% | 20k | 47.29 |
|
| Lennox International (LII) | 0.3 | $959k | NEW | 1.8k | 529.36 |
|
| Epam Systems (EPAM) | 0.3 | $947k | NEW | 6.3k | 150.79 |
|
| Celsius Hldgs Com New (CELH) | 0.3 | $944k | NEW | 16k | 57.49 |
|
| ExlService Holdings (EXLS) | 0.3 | $940k | NEW | 21k | 44.03 |
|
| Affirm Hldgs Com Cl A (AFRM) | 0.3 | $901k | -42% | 12k | 73.08 |
|
| Iridium Communications (IRDM) | 0.3 | $893k | NEW | 51k | 17.46 |
|
| Esab Corporation (ESAB) | 0.3 | $886k | NEW | 7.9k | 111.74 |
|
| American Homes 4 Rent Cl A (AMH) | 0.3 | $886k | NEW | 27k | 33.25 |
|
| Trex Company (TREX) | 0.3 | $882k | NEW | 17k | 51.67 |
|
| Brown Forman Corp CL B (BF.B) | 0.3 | $873k | -35% | 32k | 27.08 |
|
| Deere & Company (DE) | 0.3 | $872k | NEW | 1.9k | 457.26 |
|
| Pinterest Cl A (PINS) | 0.3 | $866k | +26% | 27k | 32.17 |
|
| Applied Industrial Technologies (AIT) | 0.3 | $864k | NEW | 3.3k | 261.05 |
|
| Ge Vernova (GEV) | 0.3 | $863k | -60% | 1.4k | 614.90 |
|
| Pinnacle Financial Partners (PNFP) | 0.3 | $851k | +296% | 9.1k | 93.79 |
|
| Federal Rlty Invt Tr Sh Ben Int New (FRT) | 0.3 | $850k | -7% | 8.4k | 101.31 |
|
| Fidelity National Financial Com Shs (FNF) | 0.3 | $850k | -42% | 14k | 60.49 |
|
| Ralliant Corp (RAL) | 0.3 | $844k | NEW | 19k | 43.73 |
|
| Chewy Cl A (CHWY) | 0.3 | $838k | NEW | 21k | 40.45 |
|
| Jazz Pharmaceuticals Shs Usd (JAZZ) | 0.3 | $833k | NEW | 6.3k | 131.80 |
|
| Intuit (INTU) | 0.3 | $830k | -63% | 1.2k | 682.91 |
|
| Duolingo Cl A Com (DUOL) | 0.3 | $829k | +41% | 2.6k | 321.84 |
|
| Ncino (NCNO) | 0.3 | $826k | NEW | 31k | 27.11 |
|
| Lazard Ltd Shs -a - (LAZ) | 0.3 | $826k | NEW | 16k | 52.78 |
|
| Jefferies Finl Group (JEF) | 0.3 | $822k | -48% | 13k | 65.42 |
|
| Freshpet (FRPT) | 0.3 | $822k | +27% | 15k | 55.11 |
|
| Birkenstock Holding Com Shs (BIRK) | 0.3 | $807k | -30% | 18k | 45.25 |
|
| Mongodb Cl A (MDB) | 0.3 | $807k | -72% | 2.6k | 310.38 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.3 | $802k | +213% | 5.3k | 150.86 |
|
| Reddit Cl A (RDDT) | 0.3 | $796k | NEW | 3.5k | 229.99 |
|
| Dynatrace Com New (DT) | 0.3 | $785k | NEW | 16k | 48.45 |
|
| Lucid Group Com New (LCID) | 0.3 | $781k | NEW | 33k | 23.79 |
|
| Kemper Corp Del (KMPR) | 0.3 | $779k | +49% | 15k | 51.55 |
|
| First American Financial (FAF) | 0.3 | $776k | -2% | 12k | 64.24 |
|
| Hamilton Lane Cl A (HLNE) | 0.3 | $774k | NEW | 5.7k | 134.79 |
|
| Kimberly-Clark Corporation (KMB) | 0.3 | $772k | NEW | 6.2k | 124.34 |
|
| Union Pacific Corporation (UNP) | 0.3 | $767k | +2% | 3.2k | 236.37 |
|
| Yeti Hldgs (YETI) | 0.3 | $744k | NEW | 22k | 33.18 |
|
| Astera Labs (ALAB) | 0.3 | $743k | NEW | 3.8k | 195.80 |
|
| Littelfuse (LFUS) | 0.3 | $738k | +17% | 2.9k | 259.01 |
|
| Lyft Cl A Com (LYFT) | 0.2 | $713k | -56% | 32k | 22.01 |
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.2 | $712k | NEW | 10k | 68.81 |
|
| Toll Brothers (TOL) | 0.2 | $706k | NEW | 5.1k | 138.14 |
|
| Toast Cl A (TOST) | 0.2 | $704k | -9% | 19k | 36.51 |
|
| Transunion (TRU) | 0.2 | $697k | NEW | 8.3k | 83.78 |
|
| Sensata Technologies Hldg Pl SHS (ST) | 0.2 | $695k | +5% | 23k | 30.55 |
|
| First Industrial Realty Trust (FR) | 0.2 | $689k | NEW | 13k | 51.47 |
|
| Rockwell Automation (ROK) | 0.2 | $681k | -56% | 1.9k | 349.53 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $680k | NEW | 1.4k | 502.74 |
|
| EXACT Sciences Corporation (EXAS) | 0.2 | $679k | +41% | 12k | 54.71 |
|
| Iac Com New (IAC) | 0.2 | $668k | +102% | 20k | 34.07 |
|
| Sun Communities (SUI) | 0.2 | $660k | NEW | 5.1k | 129.00 |
|
| Alnylam Pharmaceuticals (ALNY) | 0.2 | $647k | -28% | 1.4k | 456.00 |
|
| Doximity Cl A (DOCS) | 0.2 | $646k | +41% | 8.8k | 73.15 |
|
| Take-Two Interactive Software (TTWO) | 0.2 | $644k | NEW | 2.5k | 258.36 |
|
| Las Vegas Sands (LVS) | 0.2 | $642k | NEW | 12k | 53.79 |
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.2 | $641k | +111% | 9.6k | 67.07 |
|
| Webster Financial Corporation (WBS) | 0.2 | $633k | +3% | 11k | 59.44 |
|
| Robert Half International (RHI) | 0.2 | $633k | -42% | 19k | 33.98 |
|
| AutoNation (AN) | 0.2 | $633k | NEW | 2.9k | 218.77 |
|
| Match Group (MTCH) | 0.2 | $630k | NEW | 18k | 35.32 |
|
| Fiserv (FI) | 0.2 | $628k | -29% | 4.9k | 128.93 |
|
| DV (DV) | 0.2 | $626k | NEW | 52k | 11.98 |
|
| Ringcentral Cl A (RNG) | 0.2 | $625k | +116% | 22k | 28.34 |
|
| Keurig Dr Pepper (KDP) | 0.2 | $620k | NEW | 24k | 25.51 |
|
| Teradyne (TER) | 0.2 | $613k | NEW | 4.5k | 137.64 |
|
| Ingredion Incorporated (INGR) | 0.2 | $605k | +29% | 5.0k | 122.11 |
|
| Tko Group Holdings Cl A (TKO) | 0.2 | $605k | NEW | 3.0k | 201.96 |
|
| J.B. Hunt Transport Services (JBHT) | 0.2 | $603k | NEW | 4.5k | 134.17 |
|
| Airbnb Com Cl A (ABNB) | 0.2 | $594k | +14% | 4.9k | 121.42 |
|
| Fortinet (FTNT) | 0.2 | $584k | NEW | 6.9k | 84.08 |
|
| Halozyme Therapeutics (HALO) | 0.2 | $584k | NEW | 8.0k | 73.34 |
|
| Vontier Corporation (VNT) | 0.2 | $584k | -11% | 14k | 41.97 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $575k | -43% | 621.00 | 925.63 |
|
| Natera (NTRA) | 0.2 | $571k | NEW | 3.5k | 160.97 |
|
| Hldgs (UAL) | 0.2 | $568k | +19% | 5.9k | 96.50 |
|
| Delta Air Lines Inc Del Com New (DAL) | 0.2 | $568k | NEW | 10k | 56.75 |
|
| Wal-Mart Stores (WMT) | 0.2 | $563k | +113% | 5.5k | 103.06 |
|
| Amentum Holdings (AMTM) | 0.2 | $561k | NEW | 23k | 23.95 |
|
| Gitlab Class A Com (GTLB) | 0.2 | $561k | NEW | 12k | 45.08 |
|
| Royal Caribbean Cruises (RCL) | 0.2 | $553k | NEW | 1.7k | 323.58 |
|
| Caesars Entertainment (CZR) | 0.2 | $547k | NEW | 20k | 27.02 |
|
| Darling International (DAR) | 0.2 | $538k | -25% | 17k | 30.87 |
|
| Rayonier (RYN) | 0.2 | $529k | NEW | 20k | 26.54 |
|
| Arch Cap Group Ord (ACGL) | 0.2 | $526k | -72% | 5.8k | 90.73 |
|
| eBay (EBAY) | 0.2 | $518k | +91% | 5.7k | 90.95 |
|
| Camden Ppty Tr Sh Ben Int (CPT) | 0.2 | $510k | NEW | 4.8k | 106.78 |
|
| Amer Sports Com Shs (AS) | 0.2 | $508k | NEW | 15k | 34.75 |
|
| Exelixis (EXEL) | 0.2 | $505k | +30% | 12k | 41.30 |
|
| Roku Com Cl A (ROKU) | 0.2 | $491k | +2% | 4.9k | 100.13 |
|
| Allegion Ord Shs (ALLE) | 0.2 | $490k | NEW | 2.8k | 177.35 |
|
| Cubesmart (CUBE) | 0.2 | $483k | +30% | 12k | 40.66 |
|
| Columbia Banking System (COLB) | 0.2 | $482k | +3% | 19k | 25.74 |
|
| Texas Roadhouse (TXRH) | 0.2 | $479k | NEW | 2.9k | 166.15 |
|
| Arista Networks Com Shs (ANET) | 0.2 | $474k | -53% | 3.3k | 145.71 |
|
| Jacobs Engineering Group (J) | 0.2 | $471k | NEW | 3.1k | 149.86 |
|
| Target Corporation (TGT) | 0.2 | $460k | NEW | 5.1k | 89.70 |
|
| Boston Properties (BXP) | 0.2 | $459k | NEW | 6.2k | 74.34 |
|
| American Airls (AAL) | 0.2 | $459k | NEW | 41k | 11.24 |
|
| Primo Brands Corporation Class A Com Shs (PRMB) | 0.2 | $457k | NEW | 21k | 22.10 |
|
| Acuity Brands (AYI) | 0.2 | $455k | NEW | 1.3k | 344.39 |
|
| Fox Corp Cl B Com (FOX) | 0.2 | $455k | -51% | 7.9k | 57.29 |
|
| Onemain Holdings (OMF) | 0.2 | $452k | +17% | 8.0k | 56.46 |
|
| Draftkings Com Cl A (DKNG) | 0.2 | $442k | -21% | 12k | 37.40 |
|
| Palantir Technologies Cl A (PLTR) | 0.2 | $441k | NEW | 2.4k | 182.42 |
|
| Valvoline Inc Common (VVV) | 0.2 | $439k | NEW | 12k | 35.91 |
|
| Alaska Air (ALK) | 0.2 | $433k | -7% | 8.7k | 49.78 |
|
| D.R. Horton (DHI) | 0.1 | $427k | 2.5k | 169.47 |
|
|
| Ametek (AME) | 0.1 | $424k | -72% | 2.3k | 188.00 |
|
| Euronet Worldwide (EEFT) | 0.1 | $400k | +2% | 4.6k | 87.81 |
|
| V.F. Corporation (VFC) | 0.1 | $398k | NEW | 28k | 14.43 |
|
| Dollar General (DG) | 0.1 | $395k | -65% | 3.8k | 103.35 |
|
| Everest Re Group (EG) | 0.1 | $395k | -69% | 1.1k | 350.23 |
|
| Okta Cl A (OKTA) | 0.1 | $382k | NEW | 4.2k | 91.70 |
|
| Netflix (NFLX) | 0.1 | $379k | NEW | 316.00 | 1198.92 |
|
| Harley-Davidson (HOG) | 0.1 | $371k | -21% | 13k | 27.90 |
|
| Bank of America Corporation (BAC) | 0.1 | $364k | NEW | 7.0k | 51.59 |
|
| Cisco Systems (CSCO) | 0.1 | $357k | NEW | 5.2k | 68.42 |
|
| New York Times Cl A (NYT) | 0.1 | $348k | +10% | 6.1k | 57.40 |
|
| Toro Company (TTC) | 0.1 | $348k | -77% | 4.6k | 76.20 |
|
| Verizon Communications (VZ) | 0.1 | $348k | NEW | 7.9k | 43.95 |
|
| CNA Financial Corporation (CNA) | 0.1 | $339k | NEW | 7.3k | 46.46 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $332k | -72% | 7.4k | 45.10 |
|
| Mr Cooper Group | 0.1 | $332k | NEW | 1.6k | 210.79 |
|
| Domino's Pizza (DPZ) | 0.1 | $327k | +45% | 757.00 | 431.71 |
|
| Marvell Technology (MRVL) | 0.1 | $323k | NEW | 3.8k | 84.07 |
|
| Rli (RLI) | 0.1 | $314k | NEW | 4.8k | 65.22 |
|
| Intercontinental Exchange (ICE) | 0.1 | $314k | -68% | 1.9k | 168.48 |
|
| Smithfield Foods Inc Common Stock Usd.5 (SFD) | 0.1 | $292k | NEW | 12k | 23.48 |
|
| Paychex (PAYX) | 0.1 | $289k | NEW | 2.3k | 126.76 |
|
| Dutch Bros Cl A (BROS) | 0.1 | $282k | -9% | 5.4k | 52.34 |
|
| Booking Holdings (BKNG) | 0.1 | $275k | NEW | 51.00 | 5399.27 |
|
| Landstar System (LSTR) | 0.1 | $271k | NEW | 2.2k | 122.56 |
|
| EastGroup Properties (EGP) | 0.1 | $268k | NEW | 1.6k | 169.26 |
|
| Msc Indl Direct Cl A (MSM) | 0.1 | $262k | NEW | 2.8k | 92.14 |
|
| Ultragenyx Pharmaceutical (RARE) | 0.1 | $256k | NEW | 8.5k | 30.08 |
|
| Tractor Supply Company (TSCO) | 0.1 | $253k | NEW | 4.4k | 56.87 |
|
| Stifel Financial (SF) | 0.1 | $252k | NEW | 2.2k | 113.47 |
|
| Wyndham Hotels And Resorts (WH) | 0.1 | $251k | -2% | 3.1k | 79.90 |
|
| Tetra Tech (TTEK) | 0.1 | $249k | NEW | 7.4k | 33.38 |
|
| Regeneron Pharmaceuticals (REGN) | 0.1 | $235k | NEW | 417.00 | 562.27 |
|
| United Parcel Service CL B (UPS) | 0.1 | $227k | -57% | 2.7k | 83.53 |
|
| Gates Indl Corp Ord Shs (GTES) | 0.1 | $224k | NEW | 9.0k | 24.82 |
|
| Apellis Pharmaceuticals (APLS) | 0.1 | $223k | NEW | 9.9k | 22.63 |
|
| Constellation Brands Cl A (STZ) | 0.1 | $223k | NEW | 1.7k | 134.67 |
|
| BioMarin Pharmaceutical (BMRN) | 0.1 | $217k | -62% | 4.0k | 54.16 |
|
| Medical Properties Trust (MPW) | 0.1 | $213k | NEW | 42k | 5.07 |
|
| Twilio Cl A (TWLO) | 0.1 | $207k | NEW | 2.1k | 100.09 |
|
| Sba Communications Corp Cl A (SBAC) | 0.1 | $202k | NEW | 1.0k | 193.35 |
|
Past Filings by Lecap Asset Management
SEC 13F filings are viewable for Lecap Asset Management going back to 2023
- Lecap Asset Management 2025 Q3 filed Oct. 23, 2025
- Lecap Asset Management 2025 Q2 filed July 21, 2025
- Lecap Asset Management 2025 Q1 filed April 23, 2025
- Lecap Asset Management 2024 Q4 filed Jan. 28, 2025
- Lecap Asset Management 2024 Q3 filed Oct. 22, 2024
- Lecap Asset Management 2024 Q2 filed July 23, 2024
- Lecap Asset Management 2024 Q1 filed April 25, 2024
- Lecap Asset Management 2023 Q4 filed Jan. 29, 2024