Lecap Asset Management
Latest statistics and disclosures from Lecap Asset Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GDDY, IR, KR, DHI, NTNX, and represent 5.07% of Lecap Asset Management's stock portfolio.
- Added to shares of these 10 stocks: IR, NTNX, FFIV, IQV, XYZ, JBL, JKHY, GNRC, CRM, KR.
- Started 131 new stock positions in COO, ADT, AMKR, FHN, MRSH, WCC, CCL, NDAQ, RBC, CARR.
- Reduced shares in these 10 stocks: CNC, TOL, BRK.B, AAPL, HST, , TPR, ELV, MTD, .
- Sold out of its positions in AYI, ADBE, AMD, WMS, ABNB, ALGM, ALL, GOOG, AMZN, UHAL.B.
- Lecap Asset Management was a net seller of stock by $-48M.
- Lecap Asset Management has $233M in assets under management (AUM), dropping by -12.31%.
- Central Index Key (CIK): 0001990849
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Portfolio Holdings for Lecap Asset Management
Lecap Asset Management holds 254 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Godaddy Cl A (GDDY) | 1.1 | $2.5M | +223% | 29k | 84.88 |
|
| Ingersoll Rand (IR) | 1.0 | $2.4M | NEW | 29k | 81.99 |
|
| Kroger (KR) | 1.0 | $2.4M | +727% | 42k | 55.53 |
|
| D.R. Horton (DHI) | 1.0 | $2.3M | +222% | 14k | 162.88 |
|
| Nutanix Cl A (NTNX) | 1.0 | $2.3M | NEW | 45k | 50.96 |
|
| American Intl Group Com New (AIG) | 1.0 | $2.3M | -9% | 31k | 74.53 |
|
| F5 Networks (FFIV) | 1.0 | $2.3M | NEW | 5.5k | 415.96 |
|
| Iqvia Holdings (IQV) | 0.9 | $2.2M | NEW | 11k | 193.22 |
|
| Comcast Corp Cl A (CMCSA) | 0.9 | $2.2M | +137% | 90k | 24.55 |
|
| Equitable Holdings (EQH) | 0.9 | $2.2M | +760% | 50k | 43.88 |
|
| SYSCO Corporation (SYY) | 0.9 | $2.2M | -31% | 26k | 83.58 |
|
| Block Cl A (XYZ) | 0.9 | $2.2M | NEW | 29k | 76.00 |
|
| Jabil Circuit (JBL) | 0.9 | $2.1M | NEW | 5.6k | 385.48 |
|
| Lauder Estee Cos Cl A (EL) | 0.9 | $2.1M | -7% | 27k | 78.95 |
|
| Jack Henry & Associates (JKHY) | 0.9 | $2.1M | NEW | 15k | 137.74 |
|
| Generac Holdings (GNRC) | 0.9 | $2.1M | NEW | 7.2k | 292.81 |
|
| Deckers Outdoor Corporation (DECK) | 0.9 | $2.1M | -9% | 21k | 99.29 |
|
| salesforce (CRM) | 0.9 | $2.1M | NEW | 13k | 156.66 |
|
| Amphenol Corp Cl A (APH) | 0.9 | $2.1M | -22% | 12k | 176.32 |
|
| Intuit (INTU) | 0.9 | $2.0M | NEW | 7.9k | 261.00 |
|
| Hartford Financial Services (HIG) | 0.9 | $2.0M | NEW | 15k | 132.52 |
|
| Tradeweb Mkts Cl A (TW) | 0.8 | $2.0M | +53% | 20k | 99.66 |
|
| Invitation Homes (INVH) | 0.8 | $2.0M | +133% | 65k | 30.21 |
|
| Boston Scientific Corporation (BSX) | 0.8 | $1.9M | NEW | 44k | 42.68 |
|
| Blue Owl Capital Com Cl A (OWL) | 0.8 | $1.8M | NEW | 211k | 8.75 |
|
| Ss&c Technologies Holding (SSNC) | 0.8 | $1.8M | -22% | 30k | 62.05 |
|
| AECOM Technology Corporation (ACM) | 0.8 | $1.8M | +168% | 26k | 69.80 |
|
| American Tower Reit (AMT) | 0.8 | $1.8M | NEW | 11k | 163.57 |
|
| State Street Corporation (STT) | 0.8 | $1.8M | +94% | 10k | 169.60 |
|
| Gap (GAP) | 0.7 | $1.7M | NEW | 93k | 18.68 |
|
| Pentair SHS (PNR) | 0.7 | $1.7M | +533% | 22k | 76.66 |
|
| Arrow Electronics (ARW) | 0.7 | $1.7M | NEW | 7.9k | 213.41 |
|
| Regency Centers Corporation (REG) | 0.7 | $1.7M | +67% | 21k | 79.74 |
|
| Mastercard Incorporated Cl A (MA) | 0.7 | $1.6M | -39% | 3.2k | 513.60 |
|
| Synopsys (SNPS) | 0.7 | $1.6M | +358% | 3.6k | 446.07 |
|
| Thermo Fisher Scientific (TMO) | 0.7 | $1.6M | +55% | 3.2k | 501.36 |
|
| Lattice Semiconductor (LSCC) | 0.7 | $1.6M | NEW | 11k | 152.96 |
|
| Coupang Cl A (CPNG) | 0.7 | $1.6M | NEW | 90k | 17.37 |
|
| Gitlab Class A Com (GTLB) | 0.7 | $1.6M | +46% | 51k | 30.53 |
|
| Voya Financial (VOYA) | 0.7 | $1.5M | NEW | 17k | 90.53 |
|
| Amkor Technology (AMKR) | 0.7 | $1.5M | NEW | 18k | 86.23 |
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.6 | $1.5M | -58% | 17k | 87.04 |
|
| Qualcomm (QCOM) | 0.6 | $1.4M | NEW | 7.8k | 184.79 |
|
| Whirlpool Corporation (WHR) | 0.6 | $1.4M | NEW | 36k | 39.42 |
|
| Zoom Communications Cl A (ZM) | 0.6 | $1.4M | +108% | 17k | 86.31 |
|
| Otis Worldwide Corp (OTIS) | 0.6 | $1.4M | +42% | 20k | 71.60 |
|
| Sensata Technologies Hldg Pl SHS (ST) | 0.6 | $1.4M | +42% | 29k | 47.74 |
|
| Colgate-Palmolive Company (CL) | 0.6 | $1.4M | NEW | 15k | 91.68 |
|
| Unum (UNM) | 0.6 | $1.4M | -43% | 16k | 89.40 |
|
| Unity Software (U) | 0.6 | $1.4M | -28% | 48k | 28.58 |
|
| Wayfair Cl A (W) | 0.6 | $1.3M | NEW | 15k | 92.42 |
|
| Johnson Controls Internation SHS (JCI) | 0.6 | $1.3M | NEW | 8.9k | 146.11 |
|
| IDEX Corporation (IEX) | 0.6 | $1.3M | -56% | 5.7k | 226.95 |
|
| Sba Communications Corp Cl A (SBAC) | 0.6 | $1.3M | 7.4k | 176.46 |
|
|
| Carrier Global Corporation (CARR) | 0.5 | $1.3M | NEW | 17k | 73.35 |
|
| Qnity Electronics Common Stock (Q) | 0.5 | $1.3M | +139% | 7.8k | 163.31 |
|
| Healthcare Rlty Tr Cl A Com (HR) | 0.5 | $1.3M | +48% | 62k | 20.17 |
|
| Pulte (PHM) | 0.5 | $1.3M | +45% | 9.1k | 137.21 |
|
| Atlassian Corporation Cl A (TEAM) | 0.5 | $1.2M | -21% | 16k | 77.79 |
|
| Ametek (AME) | 0.5 | $1.2M | -29% | 5.1k | 241.94 |
|
| Copart (CPRT) | 0.5 | $1.2M | -43% | 44k | 28.19 |
|
| BorgWarner (BWA) | 0.5 | $1.2M | -25% | 18k | 66.40 |
|
| Avantor (AVTR) | 0.5 | $1.2M | NEW | 120k | 9.90 |
|
| Smucker J M Com New (SJM) | 0.5 | $1.2M | -20% | 11k | 112.50 |
|
| Citigroup Com New (C) | 0.5 | $1.2M | -9% | 8.5k | 139.96 |
|
| Capital One Financial (COF) | 0.5 | $1.2M | -18% | 5.9k | 200.62 |
|
| Performance Food (PFGC) | 0.5 | $1.2M | NEW | 11k | 111.79 |
|
| CSX Corporation (CSX) | 0.5 | $1.2M | +88% | 25k | 47.53 |
|
| Omni (OMC) | 0.5 | $1.2M | +32% | 16k | 72.83 |
|
| On Hldg Namen Akt A (ONON) | 0.5 | $1.2M | NEW | 33k | 35.42 |
|
| Invesco SHS (IVZ) | 0.5 | $1.2M | NEW | 44k | 26.39 |
|
| Hewlett Packard Enterprise (HPE) | 0.5 | $1.2M | NEW | 26k | 45.11 |
|
| ON Semiconductor (ON) | 0.5 | $1.1M | -53% | 12k | 94.54 |
|
| Medtronic SHS (MDT) | 0.5 | $1.1M | NEW | 15k | 78.23 |
|
| Mueller Industries (MLI) | 0.5 | $1.1M | +32% | 9.0k | 122.93 |
|
| Etsy (ETSY) | 0.5 | $1.1M | +99% | 15k | 75.33 |
|
| Truist Financial Corp equities (TFC) | 0.5 | $1.1M | NEW | 22k | 49.82 |
|
| Regal-beloit Corporation (RRX) | 0.5 | $1.1M | -56% | 4.5k | 238.19 |
|
| Fidelity Natl Finl Com Shs (FNF) | 0.5 | $1.1M | -33% | 23k | 47.16 |
|
| Zoetis Cl A (ZTS) | 0.5 | $1.1M | NEW | 15k | 71.86 |
|
| Uber Technologies (UBER) | 0.5 | $1.1M | -45% | 15k | 72.16 |
|
| Clean Harbors (CLH) | 0.4 | $1.0M | NEW | 3.5k | 298.75 |
|
| Doximity Cl A (DOCS) | 0.4 | $1.0M | NEW | 51k | 20.74 |
|
| Cme (CME) | 0.4 | $1.0M | NEW | 4.7k | 220.83 |
|
| Citizens Financial (CFG) | 0.4 | $1.0M | +58% | 15k | 70.07 |
|
| Avnet (AVT) | 0.4 | $1.0M | NEW | 11k | 88.82 |
|
| Markel Corporation (MKL) | 0.4 | $1.0M | -16% | 520.00 | 1953.01 |
|
| Match Group (MTCH) | 0.4 | $1.0M | NEW | 27k | 38.05 |
|
| ExlService Holdings (EXLS) | 0.4 | $1.0M | +3% | 39k | 25.86 |
|
| Rexford Industrial Realty Inc reit (REXR) | 0.4 | $1.0M | +8% | 30k | 33.50 |
|
| Udr (UDR) | 0.4 | $994k | NEW | 25k | 39.92 |
|
| LKQ Corporation (LKQ) | 0.4 | $978k | NEW | 37k | 26.33 |
|
| Trane Technologies SHS (TT) | 0.4 | $968k | -3% | 2.0k | 491.16 |
|
| Dynatrace Com New (DT) | 0.4 | $959k | +82% | 22k | 43.91 |
|
| AmerisourceBergen (COR) | 0.4 | $958k | NEW | 3.4k | 282.98 |
|
| Republic Services (RSG) | 0.4 | $957k | NEW | 4.5k | 213.08 |
|
| General Motors Company (GM) | 0.4 | $956k | -24% | 12k | 77.08 |
|
| Adt (ADT) | 0.4 | $944k | NEW | 145k | 6.50 |
|
| Synchrony Financial (SYF) | 0.4 | $944k | NEW | 12k | 76.05 |
|
| First Industrial Realty Trust (FR) | 0.4 | $943k | NEW | 15k | 61.31 |
|
| CBOE Holdings (CBOE) | 0.4 | $940k | NEW | 3.9k | 242.67 |
|
| American Financial (AFG) | 0.4 | $929k | -25% | 6.6k | 139.94 |
|
| Peak (DOC) | 0.4 | $929k | NEW | 43k | 21.40 |
|
| Mondelez Intl Cl A (MDLZ) | 0.4 | $928k | NEW | 16k | 57.84 |
|
| Oshkosh Corporation (OSK) | 0.4 | $918k | NEW | 6.0k | 153.48 |
|
| Fermi (FRMI) | 0.4 | $898k | -35% | 98k | 9.16 |
|
| Floor & Decor Hldgs Cl A (FND) | 0.4 | $896k | -55% | 15k | 59.36 |
|
| Darling International (DAR) | 0.4 | $890k | -12% | 16k | 54.62 |
|
| Tractor Supply Company (TSCO) | 0.4 | $890k | NEW | 28k | 31.61 |
|
| Marsh & McLennan Companies (MRSH) | 0.4 | $879k | NEW | 5.3k | 166.67 |
|
| Americold Rlty Tr (COLD) | 0.4 | $874k | NEW | 56k | 15.72 |
|
| W.R. Berkley Corporation (WRB) | 0.4 | $871k | NEW | 12k | 70.53 |
|
| Progressive Corporation (PGR) | 0.4 | $870k | NEW | 4.0k | 218.45 |
|
| Qiagen Nv Ord Shares (QGEN) | 0.4 | $868k | 22k | 39.10 |
|
|
| Ryder System (R) | 0.4 | $864k | -42% | 3.3k | 263.77 |
|
| Hormel Foods Corporation (HRL) | 0.4 | $863k | NEW | 35k | 24.82 |
|
| Host Hotels & Resorts (HST) | 0.4 | $857k | -72% | 36k | 23.71 |
|
| Agilent Technologies Inc C ommon (A) | 0.4 | $854k | -45% | 6.4k | 132.83 |
|
| Jefferies Finl Group (JEF) | 0.4 | $851k | NEW | 17k | 49.98 |
|
| Extra Space Storage (EXR) | 0.4 | $851k | NEW | 5.9k | 145.30 |
|
| Docusign (DOCU) | 0.4 | $848k | -63% | 19k | 44.42 |
|
| Abbott Laboratories (ABT) | 0.4 | $848k | +2% | 9.3k | 90.74 |
|
| Dollar Tree (DLTR) | 0.4 | $847k | NEW | 7.0k | 120.95 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.4 | $846k | NEW | 13k | 64.01 |
|
| Vici Pptys (VICI) | 0.4 | $845k | -53% | 32k | 26.55 |
|
| Fortinet (FTNT) | 0.4 | $840k | NEW | 5.5k | 153.62 |
|
| Wells Fargo & Company (WFC) | 0.4 | $838k | NEW | 10k | 82.64 |
|
| Centene Corporation (CNC) | 0.4 | $834k | -80% | 13k | 64.19 |
|
| Ncino (NCNO) | 0.4 | $822k | NEW | 50k | 16.35 |
|
| Equifax (EFX) | 0.3 | $793k | NEW | 5.0k | 158.72 |
|
| Old Republic International Corporation (ORI) | 0.3 | $792k | NEW | 19k | 40.92 |
|
| Kirby Corporation (KEX) | 0.3 | $789k | -14% | 5.8k | 135.97 |
|
| Sentinelone Cl A (S) | 0.3 | $784k | NEW | 46k | 16.97 |
|
| Dropbox Cl A (DBX) | 0.3 | $778k | NEW | 28k | 27.47 |
|
| Dollar General (DG) | 0.3 | $772k | -58% | 6.7k | 115.11 |
|
| Entegris (ENTG) | 0.3 | $755k | NEW | 4.2k | 179.86 |
|
| Align Technology (ALGN) | 0.3 | $751k | -54% | 4.5k | 168.66 |
|
| Dell Technologies CL C (DELL) | 0.3 | $741k | NEW | 1.7k | 431.46 |
|
| Texas Instruments Incorporated (TXN) | 0.3 | $741k | NEW | 2.5k | 298.07 |
|
| Insulet Corporation (PODD) | 0.3 | $709k | -55% | 4.7k | 152.25 |
|
| Franklin Resources (BEN) | 0.3 | $692k | NEW | 21k | 33.27 |
|
| Reddit Cl A (RDDT) | 0.3 | $687k | NEW | 4.0k | 173.58 |
|
| V.F. Corporation (VFC) | 0.3 | $680k | NEW | 41k | 16.68 |
|
| Metropcs Communications (TMUS) | 0.3 | $678k | NEW | 4.0k | 167.73 |
|
| Ford Motor Company (F) | 0.3 | $677k | NEW | 49k | 13.90 |
|
| Grand Canyon Education (LOPE) | 0.3 | $665k | +22% | 4.6k | 143.11 |
|
| Columbia Banking System (COLB) | 0.3 | $664k | NEW | 21k | 32.05 |
|
| Molson Coors Beverage CL B (TAP) | 0.3 | $662k | NEW | 17k | 38.96 |
|
| TJX Companies (TJX) | 0.3 | $661k | NEW | 4.4k | 151.50 |
|
| Agnc Invt Corp Com reit (AGNC) | 0.3 | $641k | +35% | 59k | 10.90 |
|
| Kinsale Cap Group (KNSL) | 0.3 | $625k | NEW | 1.9k | 329.81 |
|
| Chemed Corp Com Stk (CHE) | 0.3 | $623k | -73% | 1.3k | 465.74 |
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $623k | -55% | 1.9k | 327.33 |
|
| Church & Dwight (CHD) | 0.3 | $619k | +195% | 6.4k | 96.88 |
|
| Quanta Services (PWR) | 0.3 | $619k | NEW | 859.00 | 720.04 |
|
| Broadridge Financial Solutions (BR) | 0.3 | $615k | NEW | 4.5k | 136.95 |
|
| Verisign (VRSN) | 0.3 | $604k | -75% | 2.4k | 251.56 |
|
| Gilead Sciences (GILD) | 0.3 | $600k | 4.7k | 126.34 |
|
|
| Tempus Ai Cl A (TEM) | 0.3 | $599k | NEW | 10k | 57.93 |
|
| Applied Industrial Technologies (AIT) | 0.3 | $597k | -64% | 1.8k | 338.15 |
|
| Cooper Cos (COO) | 0.3 | $596k | NEW | 8.3k | 71.71 |
|
| United Therapeutics Corporation (UTHR) | 0.3 | $596k | +13% | 1.1k | 541.83 |
|
| News Corp Cl A (NWSA) | 0.3 | $595k | +135% | 24k | 24.83 |
|
| Constellation Brands Cl A (STZ) | 0.3 | $594k | NEW | 4.3k | 139.09 |
|
| Prologis (PLD) | 0.3 | $588k | NEW | 4.3k | 135.47 |
|
| Western Digital (WDC) | 0.3 | $586k | NEW | 918.00 | 638.72 |
|
| FedEx Corporation (FDX) | 0.2 | $562k | -60% | 1.8k | 313.13 |
|
| Kemper Corp Del (KMPR) | 0.2 | $554k | NEW | 21k | 26.96 |
|
| American Homes 4 Rent Cl A (AMH) | 0.2 | $552k | -70% | 17k | 33.52 |
|
| Chipotle Mexican Grill (CMG) | 0.2 | $550k | +25% | 16k | 34.00 |
|
| TPG Com Cl A (TPG) | 0.2 | $546k | -78% | 14k | 40.55 |
|
| McKesson Corporation (MCK) | 0.2 | $545k | +43% | 721.00 | 755.60 |
|
| Burlington Stores (BURL) | 0.2 | $545k | NEW | 1.7k | 316.80 |
|
| Bath & Body Works In (BBWI) | 0.2 | $542k | -77% | 23k | 23.13 |
|
| Expeditors International of Washington (EXPD) | 0.2 | $538k | -53% | 3.3k | 162.98 |
|
| Southwest Airlines (LUV) | 0.2 | $537k | NEW | 10k | 51.42 |
|
| Hldgs (UAL) | 0.2 | $530k | -28% | 3.9k | 135.99 |
|
| Gra (GGG) | 0.2 | $527k | NEW | 7.0k | 75.61 |
|
| Trimble Navigation (TRMB) | 0.2 | $512k | -40% | 10k | 51.18 |
|
| Genpact SHS (G) | 0.2 | $509k | +193% | 19k | 27.50 |
|
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.2 | $508k | -13% | 5.3k | 95.14 |
|
| Tenet Healthcare Corp Com New (THC) | 0.2 | $502k | -58% | 2.7k | 187.08 |
|
| Core & Main Cl A (CNM) | 0.2 | $493k | -63% | 10k | 48.25 |
|
| Rh (RH) | 0.2 | $490k | -69% | 3.0k | 164.73 |
|
| Intercontinental Exchange (ICE) | 0.2 | $484k | NEW | 3.9k | 123.11 |
|
| Flutter Entmt SHS (FLUT) | 0.2 | $478k | +5% | 4.7k | 102.17 |
|
| American Airls (AAL) | 0.2 | $474k | NEW | 26k | 18.07 |
|
| Carnival Corp Common Shares (CCL) | 0.2 | $471k | NEW | 17k | 28.57 |
|
| Alaska Air (ALK) | 0.2 | $471k | NEW | 9.0k | 52.20 |
|
| SYNNEX Corporation (SNX) | 0.2 | $470k | NEW | 1.8k | 267.34 |
|
| Hilton Worldwide Holdings (HLT) | 0.2 | $470k | NEW | 1.4k | 330.46 |
|
| East West Ban (EWBC) | 0.2 | $469k | NEW | 3.6k | 129.09 |
|
| Msc Indl Direct Cl A (MSM) | 0.2 | $466k | NEW | 3.9k | 118.95 |
|
| Insmed Com Par $.01 (INSM) | 0.2 | $464k | NEW | 4.4k | 106.62 |
|
| Booking Holdings (BKNG) | 0.2 | $463k | +2241% | 2.6k | 178.24 |
|
| Gartner (IT) | 0.2 | $462k | NEW | 3.6k | 129.62 |
|
| Aramark Hldgs (ARMK) | 0.2 | $445k | -11% | 7.8k | 56.90 |
|
| Allison Transmission Hldngs I (ALSN) | 0.2 | $435k | -51% | 3.9k | 112.74 |
|
| Viatris (VTRS) | 0.2 | $434k | -68% | 27k | 15.88 |
|
| Lam Research Corp Com New (LRCX) | 0.2 | $426k | NEW | 984.00 | 433.33 |
|
| Parker-Hannifin Corporation (PH) | 0.2 | $419k | -33% | 428.00 | 978.12 |
|
| Bullish Ord Shs (BLSH) | 0.2 | $417k | NEW | 18k | 23.43 |
|
| DV (DV) | 0.2 | $409k | -34% | 38k | 10.84 |
|
| Universal Hlth Svcs CL B (UHS) | 0.2 | $409k | NEW | 2.7k | 148.69 |
|
| Draftkings Com Cl A (DKNG) | 0.2 | $400k | NEW | 16k | 25.26 |
|
| Paylocity Holding Corporation (PCTY) | 0.2 | $394k | NEW | 3.8k | 104.53 |
|
| Anthem (ELV) | 0.2 | $392k | -84% | 1.0k | 386.73 |
|
| MGIC Investment (MTG) | 0.2 | $384k | -60% | 14k | 28.20 |
|
| Roblox Corp Cl A (RBLX) | 0.2 | $381k | NEW | 7.0k | 54.38 |
|
| Alexandria Real Estate Equities (ARE) | 0.2 | $377k | NEW | 7.1k | 52.85 |
|
| Cummins (CMI) | 0.2 | $372k | -38% | 522.00 | 713.21 |
|
| Kilroy Realty Corporation (KRC) | 0.2 | $372k | NEW | 9.9k | 37.47 |
|
| Planet Fitness Master Issuer Cl A (PLNT) | 0.2 | $370k | +15% | 7.1k | 52.17 |
|
| Akamai Technologies (AKAM) | 0.2 | $368k | NEW | 3.1k | 118.21 |
|
| Cava Group Ord (CAVA) | 0.2 | $367k | NEW | 4.7k | 78.48 |
|
| Flex Ord (FLEX) | 0.2 | $365k | NEW | 2.3k | 162.07 |
|
| Best Buy (BBY) | 0.2 | $363k | -66% | 4.8k | 75.88 |
|
| Cousins Pptys Com New (CUZ) | 0.2 | $362k | -63% | 12k | 29.98 |
|
| Wingstop (WING) | 0.2 | $360k | NEW | 2.1k | 173.41 |
|
| Valvoline Inc Common (VVV) | 0.2 | $360k | NEW | 9.1k | 39.54 |
|
| Servicenow (NOW) | 0.2 | $359k | -81% | 3.6k | 99.28 |
|
| Hamilton Lane Cl A (HLNE) | 0.2 | $357k | -68% | 4.5k | 78.83 |
|
| Toll Brothers (TOL) | 0.2 | $353k | -89% | 2.1k | 164.75 |
|
| Bank of America Corporation (BAC) | 0.1 | $342k | -50% | 6.0k | 56.98 |
|
| Ciena Corp Com New (CIEN) | 0.1 | $339k | -66% | 690.00 | 490.56 |
|
| Aaon Com Par $0.004 (AAON) | 0.1 | $337k | NEW | 2.7k | 126.86 |
|
| First Horizon National Corporation (FHN) | 0.1 | $335k | NEW | 13k | 25.64 |
|
| Murphy Usa (MUSA) | 0.1 | $330k | NEW | 612.00 | 538.87 |
|
| Knight-swift Transn Hldgs In Cl A (KNX) | 0.1 | $324k | NEW | 4.2k | 77.87 |
|
| Leidos Holdings (LDOS) | 0.1 | $323k | -51% | 3.1k | 102.97 |
|
| Ralliant Corp (RAL) | 0.1 | $321k | -81% | 4.4k | 73.63 |
|
| Viking Therapeutics (VKTX) | 0.1 | $318k | NEW | 8.2k | 39.01 |
|
| First American Financial (FAF) | 0.1 | $317k | -56% | 4.6k | 68.59 |
|
| Microsoft Corporation (MSFT) | 0.1 | $316k | -81% | 848.00 | 373.02 |
|
| Amdocs SHS (DOX) | 0.1 | $314k | NEW | 6.2k | 50.54 |
|
| Wyndham Hotels And Resorts (WH) | 0.1 | $310k | NEW | 3.7k | 84.21 |
|
| Nasdaq Omx (NDAQ) | 0.1 | $309k | NEW | 3.9k | 78.82 |
|
| Kla Corp Com New (KLAC) | 0.1 | $304k | NEW | 1.0k | 301.71 |
|
| WESCO International (WCC) | 0.1 | $296k | NEW | 858.00 | 345.43 |
|
| Zoominfo Technologies Common Stock (GTM) | 0.1 | $295k | NEW | 101k | 2.93 |
|
| Halozyme Therapeutics (HALO) | 0.1 | $293k | -49% | 3.7k | 78.27 |
|
| Assured Guaranty (AGO) | 0.1 | $259k | -4% | 3.2k | 80.16 |
|
| Starbucks Corporation (SBUX) | 0.1 | $249k | NEW | 2.4k | 102.19 |
|
| Builders FirstSource (BLDR) | 0.1 | $248k | -87% | 2.8k | 89.48 |
|
| Home Depot (HD) | 0.1 | $239k | NEW | 677.00 | 352.68 |
|
| Fastenal Company (FAST) | 0.1 | $232k | NEW | 4.8k | 48.03 |
|
| NVIDIA Corporation (NVDA) | 0.1 | $227k | -86% | 1.1k | 200.09 |
|
| Encompass Health Corp (EHC) | 0.1 | $226k | NEW | 2.2k | 101.08 |
|
| Primo Brands Corporation Class A Com Shs (PRMB) | 0.1 | $220k | -47% | 9.0k | 24.44 |
|
| RBC Bearings Incorporated (RBC) | 0.1 | $218k | NEW | 339.00 | 644.06 |
|
| Under Armour Cl A (UAA) | 0.1 | $216k | -74% | 34k | 6.39 |
|
| Amentum Holdings (AMTM) | 0.1 | $214k | NEW | 10k | 20.67 |
|
| Timken Company (TKR) | 0.1 | $206k | -88% | 1.4k | 145.32 |
|
| Perrigo SHS (PRGO) | 0.1 | $135k | NEW | 13k | 10.39 |
|
Past Filings by Lecap Asset Management
SEC 13F filings are viewable for Lecap Asset Management going back to 2023
- Lecap Asset Management 2026 Q2 filed July 30, 2026
- 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