Lecap Asset Management
Latest statistics and disclosures from Lecap Asset Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IBKR, TOL, SYY, MA, SSNC, and represent 5.04% of Lecap Asset Management's stock portfolio.
- Added to shares of these 10 stocks: IBKR, TOL, SYY, MA, SSNC, TPG, AIG, IEX, VRSN, TPR.
- Started 130 new stock positions in EVR, PNR, CNM, PRMB, NSA, CMCSA, AIZ, U, CIEN, CAG.
- Reduced shares in these 10 stocks: MSI, , CART, DXCM, CHWY, TOST, ARE, ADP, ROST, WMT.
- Sold out of its positions in ADT, AMG, AFRM, ALK, ARE, ALNY, AAL, AMT, ANET, ADSK.
- Lecap Asset Management was a net buyer of stock by $21M.
- Lecap Asset Management has $266M in assets under management (AUM), dropping by 5.90%.
- Central Index Key (CIK): 0001990849
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Portfolio Holdings for Lecap Asset Management
Lecap Asset Management holds 267 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Interactive Brokers Group In Com Cl A (IBKR) | 1.0 | $2.7M | NEW | 41k | 67.07 |
|
| Toll Brothers (TOL) | 1.0 | $2.7M | NEW | 20k | 136.47 |
|
| SYSCO Corporation (SYY) | 1.0 | $2.7M | NEW | 38k | 71.33 |
|
| Mastercard Incorporated Cl A (MA) | 1.0 | $2.7M | NEW | 5.3k | 499.66 |
|
| Ss&c Technologies Holding (SSNC) | 1.0 | $2.6M | NEW | 39k | 67.57 |
|
| TPG Com Cl A (TPG) | 1.0 | $2.6M | NEW | 63k | 40.51 |
|
| American Intl Group Com New (AIG) | 1.0 | $2.6M | NEW | 34k | 75.25 |
|
| Copart (CPRT) | 1.0 | $2.5M | +59% | 77k | 33.20 |
|
| Host Hotels & Resorts (HST) | 0.9 | $2.5M | +21% | 131k | 19.16 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $2.5M | +198% | 5.2k | 479.20 |
|
| Docusign (DOCU) | 0.9 | $2.5M | +332% | 53k | 47.41 |
|
| IDEX Corporation (IEX) | 0.9 | $2.5M | NEW | 13k | 189.55 |
|
| Apple (AAPL) | 0.9 | $2.5M | +578% | 9.8k | 253.79 |
|
| Verisign (VRSN) | 0.9 | $2.4M | NEW | 9.7k | 248.36 |
|
| Deckers Outdoor Corporation (DECK) | 0.9 | $2.3M | +22% | 23k | 100.09 |
|
| Ameriprise Financial (AMP) | 0.8 | $2.2M | +509% | 5.0k | 444.40 |
|
| Insulet Corporation (PODD) | 0.8 | $2.2M | +17% | 11k | 209.84 |
|
| Centene Corporation (CNC) | 0.8 | $2.2M | +29% | 67k | 32.74 |
|
| Tapestry (TPR) | 0.8 | $2.1M | NEW | 15k | 141.11 |
|
| Lauder Estee Cos Cl A (EL) | 0.8 | $2.1M | +660% | 30k | 71.77 |
|
| Servicenow (NOW) | 0.8 | $2.1M | +19% | 20k | 104.55 |
|
| Mettler-Toledo International (MTD) | 0.8 | $2.1M | NEW | 1.6k | 1261.20 |
|
| Intuitive Surgical Com New (ISRG) | 0.8 | $2.1M | +142% | 4.5k | 460.99 |
|
| Unum (UNM) | 0.8 | $2.0M | +28% | 28k | 73.03 |
|
| Target Corporation (TGT) | 0.8 | $2.0M | NEW | 17k | 121.20 |
|
| Regal-beloit Corporation (RRX) | 0.7 | $2.0M | NEW | 11k | 187.26 |
|
| Bath & Body Works In (BBWI) | 0.7 | $2.0M | +89% | 105k | 18.67 |
|
| Uber Technologies (UBER) | 0.7 | $1.9M | +489% | 27k | 71.93 |
|
| Amphenol Corp Cl A (APH) | 0.7 | $1.9M | NEW | 15k | 126.35 |
|
| Dollar General (DG) | 0.7 | $1.9M | NEW | 16k | 118.73 |
|
| Chemed Corp Com Stk (CHE) | 0.7 | $1.9M | +137% | 5.0k | 377.74 |
|
| Anthem (ELV) | 0.7 | $1.9M | NEW | 6.4k | 292.75 |
|
| Vici Pptys (VICI) | 0.7 | $1.9M | -24% | 68k | 27.32 |
|
| Arch Cap Group Ord (ACGL) | 0.7 | $1.8M | +52% | 19k | 95.99 |
|
| Builders FirstSource (BLDR) | 0.7 | $1.8M | NEW | 22k | 82.33 |
|
| Stifel Financial (SF) | 0.7 | $1.8M | +122% | 25k | 73.92 |
|
| Floor & Decor Hldgs Cl A (FND) | 0.7 | $1.7M | +105% | 34k | 50.80 |
|
| Uipath Cl A (PATH) | 0.7 | $1.7M | +74% | 156k | 11.10 |
|
| Microsoft Corporation (MSFT) | 0.6 | $1.7M | NEW | 4.6k | 370.17 |
|
| Align Technology (ALGN) | 0.6 | $1.7M | -15% | 9.8k | 171.43 |
|
| Fair Isaac Corporation (FICO) | 0.6 | $1.7M | +411% | 1.6k | 1067.54 |
|
| FedEx Corporation (FDX) | 0.6 | $1.6M | NEW | 4.6k | 356.18 |
|
| Micron Technology (MU) | 0.6 | $1.6M | -17% | 4.8k | 337.84 |
|
| Morningstar (MORN) | 0.6 | $1.6M | NEW | 9.6k | 169.05 |
|
| ON Semiconductor (ON) | 0.6 | $1.6M | +233% | 26k | 61.92 |
|
| Fox Corp Cl B Com (FOX) | 0.6 | $1.6M | +69% | 30k | 53.10 |
|
| Fidelity Natl Finl Com Shs (FNF) | 0.6 | $1.6M | +84% | 34k | 46.38 |
|
| Cognex Corporation (CGNX) | 0.6 | $1.6M | +14% | 32k | 48.99 |
|
| American Homes 4 Rent Cl A (AMH) | 0.6 | $1.5M | NEW | 55k | 27.92 |
|
| Ametek (AME) | 0.6 | $1.5M | NEW | 7.2k | 214.36 |
|
| Tradeweb Mkts Cl A (TW) | 0.6 | $1.5M | +9% | 13k | 117.66 |
|
| Unity Software (U) | 0.6 | $1.5M | NEW | 67k | 21.94 |
|
| Everest Re Group (EG) | 0.5 | $1.5M | -13% | 4.5k | 326.85 |
|
| Mongodb Cl A (MDB) | 0.5 | $1.5M | +74% | 6.0k | 244.77 |
|
| W.W. Grainger (GWW) | 0.5 | $1.5M | NEW | 1.3k | 1090.81 |
|
| NVIDIA Corporation (NVDA) | 0.5 | $1.4M | -38% | 8.3k | 174.40 |
|
| Twilio Cl A (TWLO) | 0.5 | $1.4M | +136% | 12k | 125.82 |
|
| Hamilton Lane Cl A (HLNE) | 0.5 | $1.4M | NEW | 14k | 99.40 |
|
| Core & Main Cl A (CNM) | 0.5 | $1.4M | NEW | 28k | 49.40 |
|
| Nordson Corporation (NDSN) | 0.5 | $1.4M | -24% | 5.2k | 266.06 |
|
| Veralto Corp Com Shs (VLTO) | 0.5 | $1.4M | +2% | 16k | 88.42 |
|
| Atlassian Corporation Cl A (TEAM) | 0.5 | $1.4M | +340% | 20k | 68.25 |
|
| Equity Residential Sh Ben Int (EQR) | 0.5 | $1.4M | 23k | 59.15 |
|
|
| Rh (RH) | 0.5 | $1.4M | NEW | 9.8k | 139.82 |
|
| Tesla Motors (TSLA) | 0.5 | $1.4M | +269% | 3.7k | 371.75 |
|
| Fortune Brands (FBIN) | 0.5 | $1.4M | +129% | 35k | 38.97 |
|
| Agilent Technologies Inc C ommon (A) | 0.5 | $1.4M | +4% | 12k | 113.98 |
|
| AutoNation (AN) | 0.5 | $1.3M | NEW | 6.9k | 195.26 |
|
| Brown Forman Corp CL B (BF.B) | 0.5 | $1.3M | +44% | 51k | 26.44 |
|
| Charles Schwab Corporation (SCHW) | 0.5 | $1.3M | +133% | 14k | 93.98 |
|
| Capital One Financial (COF) | 0.5 | $1.3M | +36% | 7.2k | 182.43 |
|
| Brixmor Prty (BRX) | 0.5 | $1.3M | +10% | 46k | 28.80 |
|
| BorgWarner (BWA) | 0.5 | $1.3M | +23% | 24k | 54.26 |
|
| Applied Industrial Technologies (AIT) | 0.5 | $1.3M | +9% | 4.9k | 265.32 |
|
| Cubesmart (CUBE) | 0.5 | $1.3M | +2% | 36k | 36.65 |
|
| DaVita (DVA) | 0.5 | $1.3M | -3% | 8.4k | 153.69 |
|
| Lumentum Hldgs (LITE) | 0.5 | $1.3M | NEW | 1.8k | 702.76 |
|
| Sba Communications Corp Cl A (SBAC) | 0.5 | $1.3M | NEW | 7.4k | 172.11 |
|
| Smucker J M Com New (SJM) | 0.5 | $1.3M | +300% | 13k | 96.44 |
|
| Versant Media Group Com Cl A (VSNT) | 0.5 | $1.3M | NEW | 34k | 37.02 |
|
| JPMorgan Chase & Co. (JPM) | 0.5 | $1.3M | NEW | 4.3k | 294.16 |
|
| Timken Company (TKR) | 0.5 | $1.3M | NEW | 13k | 100.57 |
|
| Rayonier (RYN) | 0.5 | $1.3M | NEW | 61k | 20.62 |
|
| O'reilly Automotive (ORLY) | 0.5 | $1.2M | +453% | 14k | 92.31 |
|
| Teradyne (TER) | 0.5 | $1.2M | -50% | 4.1k | 296.46 |
|
| Medpace Hldgs (MEDP) | 0.5 | $1.2M | -32% | 2.5k | 480.19 |
|
| General Motors Company (GM) | 0.5 | $1.2M | 16k | 74.50 |
|
|
| Tenet Healthcare Corp Com New (THC) | 0.5 | $1.2M | NEW | 6.4k | 188.71 |
|
| Markel Corporation (MKL) | 0.5 | $1.2M | NEW | 626.00 | 1914.07 |
|
| Viatris (VTRS) | 0.4 | $1.2M | NEW | 88k | 13.51 |
|
| Appfolio Com Cl A (APPF) | 0.4 | $1.2M | +233% | 7.5k | 157.82 |
|
| Ryder System (R) | 0.4 | $1.2M | NEW | 5.7k | 204.71 |
|
| Darling International (DAR) | 0.4 | $1.1M | +9% | 19k | 61.85 |
|
| Fidelity National Information Services (FIS) | 0.4 | $1.1M | NEW | 25k | 46.91 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $1.1M | NEW | 4.0k | 286.86 |
|
| ExlService Holdings (EXLS) | 0.4 | $1.1M | NEW | 38k | 30.45 |
|
| American Financial (AFG) | 0.4 | $1.1M | NEW | 8.9k | 127.71 |
|
| F.N.B. Corporation (FNB) | 0.4 | $1.1M | +110% | 68k | 16.72 |
|
| National Storage Affiliates Com Shs Ben In (NSA) | 0.4 | $1.1M | NEW | 30k | 37.74 |
|
| Analog Devices (ADI) | 0.4 | $1.1M | NEW | 3.5k | 318.14 |
|
| Trimble Navigation (TRMB) | 0.4 | $1.1M | +195% | 17k | 65.23 |
|
| Sandisk Corp (SNDK) | 0.4 | $1.1M | -60% | 1.7k | 635.34 |
|
| Pinnacle Finl Partners (PNFP) | 0.4 | $1.1M | NEW | 13k | 86.14 |
|
| Envista Hldgs Corp (NVST) | 0.4 | $1.1M | +140% | 43k | 25.37 |
|
| Comcast Corp Cl A (CMCSA) | 0.4 | $1.1M | NEW | 38k | 28.71 |
|
| Xylem (XYL) | 0.4 | $1.1M | NEW | 9.0k | 119.50 |
|
| Citigroup Com New (C) | 0.4 | $1.1M | NEW | 9.4k | 113.41 |
|
| Otis Worldwide Corp (OTIS) | 0.4 | $1.1M | -52% | 14k | 77.08 |
|
| Littelfuse (LFUS) | 0.4 | $1.0M | NEW | 3.1k | 339.35 |
|
| Universal Display Corporation (OLED) | 0.4 | $1.0M | +44% | 11k | 91.66 |
|
| Thermo Fisher Scientific (TMO) | 0.4 | $1.0M | NEW | 2.1k | 491.53 |
|
| Landstar System (LSTR) | 0.4 | $1.0M | +7% | 6.3k | 160.31 |
|
| Expeditors International of Washington (EXPD) | 0.4 | $1.0M | NEW | 7.0k | 143.23 |
|
| Leidos Holdings (LDOS) | 0.4 | $1.0M | +106% | 6.5k | 155.52 |
|
| Onto Innovation (ONTO) | 0.4 | $999k | -32% | 4.9k | 205.07 |
|
| Bright Horizons Fam Sol In D (BFAM) | 0.4 | $980k | +3% | 12k | 82.13 |
|
| Freshpet (FRPT) | 0.4 | $978k | NEW | 17k | 58.96 |
|
| Ralliant Corp (RAL) | 0.4 | $957k | NEW | 23k | 41.59 |
|
| Gates Indl Corp Ord Shs (GTES) | 0.4 | $944k | NEW | 42k | 22.61 |
|
| Regency Centers Corporation (REG) | 0.4 | $940k | NEW | 12k | 75.66 |
|
| Abbott Laboratories (ABT) | 0.4 | $939k | NEW | 9.1k | 102.67 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $937k | -19% | 1.0k | 919.77 |
|
| Allison Transmission Hldngs I (ALSN) | 0.4 | $934k | -11% | 8.0k | 117.06 |
|
| Circle Internet Group Com Cl A (CRCL) | 0.3 | $923k | NEW | 9.7k | 95.41 |
|
| Best Buy (BBY) | 0.3 | $918k | -52% | 14k | 64.20 |
|
| MGIC Investment (MTG) | 0.3 | $912k | +42% | 35k | 26.25 |
|
| Omni (OMC) | 0.3 | $911k | +374% | 12k | 75.31 |
|
| Bentley Sys Com Cl B (BSY) | 0.3 | $905k | NEW | 26k | 35.12 |
|
| Rexford Industrial Realty Inc reit (REXR) | 0.3 | $904k | NEW | 28k | 32.73 |
|
| Allegro Microsystems Ord (ALGM) | 0.3 | $899k | -3% | 29k | 31.53 |
|
| Kirby Corporation (KEX) | 0.3 | $899k | NEW | 6.8k | 132.88 |
|
| Fermi (FRMI) | 0.3 | $884k | NEW | 151k | 5.84 |
|
| Mid-America Apartment (MAA) | 0.3 | $880k | +14% | 7.2k | 122.12 |
|
| Qiagen Nv Ord Shares (QGEN) | 0.3 | $879k | NEW | 22k | 40.04 |
|
| Crane Company Common Stock (CR) | 0.3 | $850k | NEW | 5.0k | 171.00 |
|
| Trane Technologies SHS (TT) | 0.3 | $850k | -59% | 2.0k | 416.74 |
|
| Kraft Heinz (KHC) | 0.3 | $848k | NEW | 38k | 22.49 |
|
| AvalonBay Communities (AVB) | 0.3 | $838k | NEW | 5.1k | 163.35 |
|
| Monster Beverage Corp (MNST) | 0.3 | $832k | +249% | 12k | 72.46 |
|
| AECOM Technology Corporation (ACM) | 0.3 | $814k | -35% | 9.6k | 84.82 |
|
| Ciena Corp Com New (CIEN) | 0.3 | $809k | NEW | 2.1k | 388.23 |
|
| Inspire Med Sys (INSP) | 0.3 | $805k | +41% | 16k | 51.58 |
|
| Hanover Insurance (THG) | 0.3 | $792k | NEW | 4.6k | 173.35 |
|
| Under Armour Cl A (UAA) | 0.3 | $792k | NEW | 134k | 5.91 |
|
| West Pharmaceutical Services (WST) | 0.3 | $782k | +38% | 3.1k | 250.64 |
|
| Kimco Realty Corporation (KIM) | 0.3 | $769k | -8% | 34k | 22.47 |
|
| Evercore Class A (EVR) | 0.3 | $764k | NEW | 2.6k | 298.51 |
|
| Gitlab Class A Com (GTLB) | 0.3 | $756k | +541% | 35k | 21.64 |
|
| Mueller Industries (MLI) | 0.3 | $755k | NEW | 6.8k | 110.80 |
|
| Godaddy Cl A (GDDY) | 0.3 | $743k | -22% | 9.0k | 82.67 |
|
| Cousins Pptys Com New (CUZ) | 0.3 | $741k | NEW | 33k | 22.57 |
|
| Pulte (PHM) | 0.3 | $735k | -66% | 6.3k | 117.61 |
|
| Virtu Finl Cl A (VIRT) | 0.3 | $734k | NEW | 17k | 43.98 |
|
| Simpson Manufacturing (SSD) | 0.3 | $732k | NEW | 4.3k | 171.62 |
|
| Sensata Technologies Hldg Pl SHS (ST) | 0.3 | $723k | +44% | 21k | 35.22 |
|
| KBR (KBR) | 0.3 | $716k | -11% | 19k | 36.86 |
|
| Healthcare Rlty Tr Cl A Com (HR) | 0.3 | $712k | NEW | 42k | 16.99 |
|
| Hasbro (HAS) | 0.3 | $710k | NEW | 7.6k | 93.60 |
|
| Invitation Homes (INVH) | 0.3 | $696k | -68% | 28k | 24.85 |
|
| State Street Corporation (STT) | 0.3 | $681k | NEW | 5.4k | 126.56 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.3 | $673k | +21% | 1.5k | 446.54 |
|
| Gilead Sciences (GILD) | 0.2 | $663k | NEW | 4.8k | 139.37 |
|
| First American Financial (FAF) | 0.2 | $646k | +29% | 11k | 60.29 |
|
| Merck & Co (MRK) | 0.2 | $644k | NEW | 5.4k | 120.29 |
|
| Grand Canyon Education (LOPE) | 0.2 | $643k | -42% | 3.8k | 170.03 |
|
| Columbia Sportswear Company (COLM) | 0.2 | $641k | NEW | 12k | 54.81 |
|
| Zoom Communications Cl A (ZM) | 0.2 | $637k | -6% | 7.9k | 80.39 |
|
| Regeneron Pharmaceuticals (REGN) | 0.2 | $631k | +133% | 816.00 | 772.64 |
|
| Okta Cl A (OKTA) | 0.2 | $628k | NEW | 8.0k | 78.71 |
|
| Keysight Technologies (KEYS) | 0.2 | $619k | NEW | 2.2k | 282.37 |
|
| D.R. Horton (DHI) | 0.2 | $605k | -14% | 4.4k | 137.22 |
|
| Valmont Industries (VMI) | 0.2 | $604k | -32% | 1.5k | 399.57 |
|
| Bank of America Corporation (BAC) | 0.2 | $597k | NEW | 12k | 48.75 |
|
| Crane Holdings (CXT) | 0.2 | $594k | +57% | 15k | 40.59 |
|
| Onemain Holdings (OMF) | 0.2 | $592k | NEW | 11k | 53.49 |
|
| Exelixis (EXEL) | 0.2 | $584k | +16% | 14k | 42.89 |
|
| Esab Corporation (ESAB) | 0.2 | $576k | NEW | 6.0k | 96.66 |
|
| Edwards Lifesciences (EW) | 0.2 | $575k | -42% | 7.2k | 80.08 |
|
| United Therapeutics Corporation (UTHR) | 0.2 | $575k | +39% | 969.00 | 592.98 |
|
| Parker-Hannifin Corporation (PH) | 0.2 | $574k | NEW | 641.00 | 895.24 |
|
| Tyson Foods Cl A (TSN) | 0.2 | $566k | -13% | 8.8k | 64.07 |
|
| Siteone Landscape Supply (SITE) | 0.2 | $557k | -47% | 4.2k | 133.11 |
|
| Citizens Financial (CFG) | 0.2 | $555k | -56% | 9.3k | 59.97 |
|
| DV (DV) | 0.2 | $549k | +53% | 58k | 9.50 |
|
| Cardinal Health (CAH) | 0.2 | $547k | NEW | 2.6k | 211.31 |
|
| Cdw (CDW) | 0.2 | $543k | +141% | 4.5k | 121.02 |
|
| CSX Corporation (CSX) | 0.2 | $539k | NEW | 13k | 41.05 |
|
| Microchip Technology (MCHP) | 0.2 | $539k | -70% | 8.3k | 64.61 |
|
| Airbnb Com Cl A (ABNB) | 0.2 | $536k | 4.2k | 126.28 |
|
|
| Pepsi (PEP) | 0.2 | $533k | NEW | 3.4k | 155.29 |
|
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.2 | $524k | NEW | 6.2k | 85.02 |
|
| NVR (NVR) | 0.2 | $521k | -39% | 79.00 | 6589.84 |
|
| Domino's Pizza (DPZ) | 0.2 | $511k | NEW | 1.4k | 358.79 |
|
| Hldgs (UAL) | 0.2 | $504k | +17% | 5.5k | 92.07 |
|
| Take-Two Interactive Software (TTWO) | 0.2 | $487k | +32% | 2.5k | 197.50 |
|
| EastGroup Properties (EGP) | 0.2 | $476k | NEW | 2.6k | 185.09 |
|
| Halozyme Therapeutics (HALO) | 0.2 | $475k | -19% | 7.3k | 64.63 |
|
| Amazon (AMZN) | 0.2 | $468k | +116% | 2.2k | 208.27 |
|
| Booking Holdings (BKNG) | 0.2 | $467k | +9% | 111.00 | 4210.32 |
|
| Vail Resorts (MTN) | 0.2 | $467k | NEW | 3.6k | 128.32 |
|
| American Express Company (AXP) | 0.2 | $461k | NEW | 1.5k | 302.48 |
|
| Planet Fitness Master Issuer Cl A (PLNT) | 0.2 | $457k | NEW | 6.1k | 74.38 |
|
| Cummins (CMI) | 0.2 | $455k | -79% | 845.00 | 538.02 |
|
| Flutter Entmt SHS (FLUT) | 0.2 | $451k | NEW | 4.4k | 101.95 |
|
| Las Vegas Sands (LVS) | 0.2 | $450k | +5% | 8.3k | 53.88 |
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $447k | NEW | 1.8k | 243.08 |
|
| Assurant (AIZ) | 0.2 | $445k | NEW | 2.0k | 217.81 |
|
| Dynatrace Com New (DT) | 0.2 | $443k | -4% | 12k | 36.98 |
|
| Dillards Cl A (DDS) | 0.2 | $441k | NEW | 771.00 | 572.11 |
|
| Primerica (PRI) | 0.2 | $435k | -43% | 1.7k | 250.48 |
|
| Agnc Invt Corp Com reit (AGNC) | 0.2 | $434k | NEW | 43k | 10.03 |
|
| McKesson Corporation (MCK) | 0.2 | $434k | NEW | 501.00 | 865.36 |
|
| Renaissance Re Holdings Ltd Cmn (RNR) | 0.2 | $429k | 1.4k | 297.23 |
|
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.2 | $423k | NEW | 809.00 | 522.71 |
|
| Cintas Corporation (CTAS) | 0.2 | $423k | NEW | 2.5k | 169.14 |
|
| Dentsply Sirona (XRAY) | 0.2 | $419k | NEW | 36k | 11.60 |
|
| Wabtec Corporation (WAB) | 0.2 | $418k | NEW | 1.7k | 249.91 |
|
| Chipotle Mexican Grill (CMG) | 0.2 | $414k | NEW | 13k | 32.01 |
|
| Houlihan Lokey Cl A (HLI) | 0.1 | $384k | -33% | 2.7k | 143.62 |
|
| Qnity Electronics Common Stock (Q) | 0.1 | $375k | -19% | 3.3k | 115.38 |
|
| Advanced Micro Devices (AMD) | 0.1 | $371k | +74% | 1.8k | 203.43 |
|
| Kroger (KR) | 0.1 | $370k | -14% | 5.1k | 72.36 |
|
| Etsy (ETSY) | 0.1 | $365k | NEW | 7.3k | 49.98 |
|
| Trex Company (TREX) | 0.1 | $364k | NEW | 10k | 36.42 |
|
| Walt Disney Company (DIS) | 0.1 | $361k | NEW | 3.7k | 96.38 |
|
| Expedia Group Com New (EXPE) | 0.1 | $359k | -10% | 1.6k | 230.89 |
|
| FTI Consulting (FCN) | 0.1 | $357k | NEW | 2.0k | 176.77 |
|
| Aramark Hldgs (ARMK) | 0.1 | $357k | NEW | 8.8k | 40.54 |
|
| Churchill Downs (CHDN) | 0.1 | $355k | +86% | 3.9k | 89.83 |
|
| Armstrong World Industries (AWI) | 0.1 | $354k | -45% | 2.2k | 164.80 |
|
| Allstate Corporation (ALL) | 0.1 | $354k | -81% | 1.7k | 207.34 |
|
| ConAgra Foods (CAG) | 0.1 | $342k | NEW | 22k | 15.72 |
|
| Visa Com Cl A (V) | 0.1 | $331k | NEW | 1.1k | 302.24 |
|
| CNA Financial Corporation (CNA) | 0.1 | $330k | +10% | 7.2k | 45.92 |
|
| Acuity Brands (AYI) | 0.1 | $323k | -65% | 1.2k | 280.22 |
|
| Primo Brands Corporation Class A Com Shs (PRMB) | 0.1 | $323k | NEW | 17k | 18.83 |
|
| eBay (EBAY) | 0.1 | $317k | -32% | 3.5k | 91.02 |
|
| Vornado Rlty Tr Sh Ben Int (VNO) | 0.1 | $317k | NEW | 12k | 25.99 |
|
| Synopsys (SNPS) | 0.1 | $313k | NEW | 789.00 | 396.48 |
|
| Mccormick & Co Com Non Vtg (MKC) | 0.1 | $308k | NEW | 6.1k | 50.44 |
|
| Pentair SHS (PNR) | 0.1 | $305k | NEW | 3.5k | 87.11 |
|
| Saia (SAIA) | 0.1 | $295k | -83% | 839.00 | 351.28 |
|
| Everpure Cl A (PSTG) | 0.1 | $294k | NEW | 5.0k | 59.04 |
|
| Doordash Cl A (DASH) | 0.1 | $286k | NEW | 1.9k | 150.15 |
|
| Lazard Ltd Shs -a - (LAZ) | 0.1 | $286k | -53% | 6.7k | 42.48 |
|
| Clorox Company (CLX) | 0.1 | $277k | NEW | 2.7k | 103.63 |
|
| Assured Guaranty (AGO) | 0.1 | $276k | NEW | 3.4k | 81.48 |
|
| S&p Global (SPGI) | 0.1 | $274k | NEW | 645.00 | 425.34 |
|
| Lucid Group Com New (LCID) | 0.1 | $273k | +7% | 29k | 9.53 |
|
| Advanced Drain Sys Inc Del (WMS) | 0.1 | $267k | -73% | 1.9k | 137.13 |
|
| Emcor (EME) | 0.1 | $266k | -51% | 360.00 | 738.31 |
|
| Roku Com Cl A (ROKU) | 0.1 | $265k | -13% | 2.8k | 94.62 |
|
| Msci (MSCI) | 0.1 | $265k | NEW | 491.00 | 539.01 |
|
| Coca-Cola Bottling Co. Consolidated (COKE) | 0.1 | $262k | NEW | 1.4k | 191.74 |
|
| News Corp Cl A (NWSA) | 0.1 | $253k | NEW | 10k | 24.93 |
|
| Shift4 Pmts Cl A (FOUR) | 0.1 | $243k | NEW | 5.6k | 43.73 |
|
| Natera (NTRA) | 0.1 | $241k | NEW | 1.2k | 199.99 |
|
| Equity Lifestyle Properties (ELS) | 0.1 | $237k | -58% | 3.8k | 62.42 |
|
| Genpact SHS (G) | 0.1 | $235k | +20% | 6.3k | 37.25 |
|
| Steris Shs Usd (STE) | 0.1 | $218k | NEW | 984.00 | 221.13 |
|
| Genuine Parts Company (GPC) | 0.1 | $216k | NEW | 2.0k | 105.75 |
|
| Equitable Holdings (EQH) | 0.1 | $214k | -83% | 5.8k | 37.11 |
|
| U Haul Holding Company Com Ser N (UHAL.B) | 0.1 | $213k | -32% | 4.8k | 44.67 |
|
| Workday Cl A (WDAY) | 0.1 | $208k | 1.6k | 129.92 |
|
|
| Wendy's/arby's Group (WEN) | 0.1 | $206k | +32% | 30k | 6.95 |
|
| Church & Dwight (CHD) | 0.1 | $202k | -89% | 2.2k | 93.32 |
|
| Western Union Company (WU) | 0.1 | $148k | NEW | 17k | 8.73 |
|
Past Filings by Lecap Asset Management
SEC 13F filings are viewable for Lecap Asset Management going back to 2023
- Lecap Asset Management 2026 Q1 filed April 30, 2026
- Lecap Asset Management 2025 Q4 filed Jan. 27, 2026
- 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