Lecap Asset Management
Latest statistics and disclosures from Lecap Asset Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are JBHT, A, HOLX, GEHC, KNX, and represent 4.80% of Lecap Asset Management's stock portfolio.
- Added to shares of these 10 stocks: A, GEHC, KNX, HUM, DT, CTSH, VLTO, SYY, HUBB, ROST.
- Started 133 new stock positions in HOG, RHI, EQIX, LSCC, TPR, GLW, DKNG, CR, REG, CTSH.
- Reduced shares in these 10 stocks: LDOS, LRCX, GWW, , CCI, , , , VEEV, .
- Sold out of its positions in APG, AAP, AMD, ARE, AMT, AMP, AMAT, ARW, AIZ, BJ.
- Lecap Asset Management was a net buyer of stock by $72M.
- Lecap Asset Management has $428M in assets under management (AUM), dropping by 16.08%.
- Central Index Key (CIK): 0001990849
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Portfolio Holdings for Lecap Asset Management
Lecap Asset Management holds 278 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| J.B. Hunt Transport Services (JBHT) | 1.0 | $4.3M | +351% | 29k | 147.95 |
|
| Agilent Technologies Inc C ommon (A) | 1.0 | $4.2M | NEW | 36k | 116.98 |
|
| Hologic (HOLX) | 0.9 | $4.1M | +29% | 66k | 61.77 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.9 | $4.0M | NEW | 50k | 80.71 |
|
| Knight-swift Transn Hldgs In Cl A (KNX) | 0.9 | $4.0M | NEW | 91k | 43.49 |
|
| Evercore Class A (EVR) | 0.9 | $4.0M | +149% | 20k | 199.72 |
|
| Humana (HUM) | 0.9 | $3.9M | NEW | 15k | 264.60 |
|
| Dex (DXCM) | 0.9 | $3.9M | +124% | 57k | 68.29 |
|
| Dynatrace Com New (DT) | 0.9 | $3.8M | NEW | 82k | 47.15 |
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.9 | $3.8M | NEW | 50k | 76.50 |
|
| Veralto Corp Com Shs (VLTO) | 0.9 | $3.8M | NEW | 39k | 97.45 |
|
| Dover Corporation (DOV) | 0.9 | $3.8M | +175% | 21k | 175.68 |
|
| Illumina (ILMN) | 0.9 | $3.7M | +121% | 47k | 79.34 |
|
| SYSCO Corporation (SYY) | 0.8 | $3.5M | NEW | 46k | 75.04 |
|
| Nvent Electric SHS (NVT) | 0.8 | $3.4M | +325% | 66k | 52.42 |
|
| Home Depot (HD) | 0.8 | $3.4M | +441% | 9.4k | 366.49 |
|
| Hubbell (HUBB) | 0.8 | $3.4M | NEW | 10k | 330.91 |
|
| Ross Stores (ROST) | 0.8 | $3.4M | NEW | 27k | 127.79 |
|
| Ametek (AME) | 0.8 | $3.3M | -2% | 19k | 172.14 |
|
| Bath & Body Works In (BBWI) | 0.8 | $3.2M | +43% | 107k | 30.32 |
|
| Hasbro (HAS) | 0.7 | $3.2M | +42% | 52k | 61.49 |
|
| Autodesk (ADSK) | 0.7 | $3.2M | +1163% | 12k | 261.80 |
|
| Nexstar Media Group Common Stock (NXST) | 0.7 | $3.0M | NEW | 17k | 179.22 |
|
| Equitable Holdings (EQH) | 0.7 | $3.0M | +534% | 58k | 52.09 |
|
| IDEX Corporation (IEX) | 0.7 | $3.0M | NEW | 17k | 180.97 |
|
| Arista Networks Com Shs (ANET) | 0.7 | $3.0M | +229% | 39k | 77.48 |
|
| Prologis (PLD) | 0.7 | $3.0M | NEW | 26k | 111.79 |
|
| Target Corporation (TGT) | 0.7 | $3.0M | NEW | 28k | 104.36 |
|
| Edwards Lifesciences (EW) | 0.7 | $2.9M | NEW | 40k | 72.48 |
|
| Equity Lifestyle Properties (ELS) | 0.7 | $2.8M | +70% | 43k | 66.70 |
|
| D.R. Horton (DHI) | 0.7 | $2.8M | -5% | 22k | 127.13 |
|
| Broadcom (AVGO) | 0.7 | $2.8M | NEW | 17k | 167.43 |
|
| Clorox Company (CLX) | 0.6 | $2.7M | +540% | 19k | 147.25 |
|
| Lauder Estee Cos Cl A (EL) | 0.6 | $2.7M | NEW | 42k | 66.00 |
|
| Okta Cl A (OKTA) | 0.6 | $2.7M | +11% | 26k | 105.22 |
|
| Sun Communities (SUI) | 0.6 | $2.7M | NEW | 21k | 128.64 |
|
| Bruker Corporation (BRKR) | 0.6 | $2.7M | NEW | 65k | 41.74 |
|
| Sharkninja Com Shs (SN) | 0.6 | $2.7M | NEW | 32k | 83.41 |
|
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.6 | $2.7M | +6% | 92k | 29.28 |
|
| Pinterest Cl A (PINS) | 0.6 | $2.7M | +37% | 86k | 31.00 |
|
| Global Payments (GPN) | 0.6 | $2.7M | +9% | 27k | 97.92 |
|
| Equinix (EQIX) | 0.6 | $2.6M | NEW | 3.2k | 815.35 |
|
| Amer Sports Com Shs (AS) | 0.6 | $2.6M | NEW | 97k | 26.73 |
|
| Old Dominion Freight Line (ODFL) | 0.6 | $2.6M | NEW | 16k | 165.45 |
|
| Fidelity National Financial Fnf Group Com (FNF) | 0.6 | $2.6M | +63% | 39k | 65.08 |
|
| Marvell Technology (MRVL) | 0.6 | $2.5M | +175% | 41k | 61.57 |
|
| News Corp Cl A (NWSA) | 0.6 | $2.5M | NEW | 92k | 27.22 |
|
| Doximity Cl A (DOCS) | 0.6 | $2.5M | +9% | 43k | 58.03 |
|
| Everest Re Group (EG) | 0.6 | $2.5M | +143% | 6.8k | 363.33 |
|
| Align Technology (ALGN) | 0.6 | $2.4M | NEW | 15k | 158.86 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.6 | $2.4M | +200% | 33k | 72.20 |
|
| Generac Holdings (GNRC) | 0.6 | $2.4M | NEW | 19k | 126.65 |
|
| Elastic N V Ord Shs (ESTC) | 0.6 | $2.4M | +7% | 27k | 89.10 |
|
| Flowserve Corporation (FLS) | 0.6 | $2.4M | +90% | 49k | 48.84 |
|
| Zoom Communications Cl A (ZM) | 0.6 | $2.4M | NEW | 32k | 73.77 |
|
| Lattice Semiconductor (LSCC) | 0.6 | $2.4M | NEW | 45k | 52.45 |
|
| Reinsurance Grp Of America I Com New (RGA) | 0.6 | $2.4M | +324% | 12k | 196.90 |
|
| Intuit (INTU) | 0.6 | $2.4M | NEW | 3.8k | 613.99 |
|
| Lamar Advertising Cl A (LAMR) | 0.5 | $2.3M | NEW | 20k | 113.78 |
|
| Cintas Corporation (CTAS) | 0.5 | $2.3M | -44% | 11k | 205.53 |
|
| Allegion Ord Shs (ALLE) | 0.5 | $2.3M | +46% | 18k | 130.46 |
|
| Charles Schwab Corporation (SCHW) | 0.5 | $2.3M | -41% | 29k | 78.28 |
|
| Uber Technologies (UBER) | 0.5 | $2.3M | -40% | 32k | 72.86 |
|
| Tapestry (TPR) | 0.5 | $2.3M | NEW | 32k | 70.41 |
|
| Palantir Technologies Cl A (PLTR) | 0.5 | $2.2M | NEW | 27k | 84.40 |
|
| Globe Life (GL) | 0.5 | $2.2M | NEW | 17k | 131.72 |
|
| Owens Corning (OC) | 0.5 | $2.2M | -18% | 16k | 142.82 |
|
| Toro Company (TTC) | 0.5 | $2.2M | NEW | 30k | 72.75 |
|
| Pepsi (PEP) | 0.5 | $2.2M | NEW | 15k | 149.94 |
|
| Floor & Decor Hldgs Cl A (FND) | 0.5 | $2.2M | NEW | 27k | 80.47 |
|
| Maplebear (CART) | 0.5 | $2.2M | -28% | 55k | 39.89 |
|
| Five Below (FIVE) | 0.5 | $2.2M | +35% | 29k | 74.92 |
|
| Monster Beverage Corp (MNST) | 0.5 | $2.2M | +6% | 37k | 58.52 |
|
| Merck & Co (MRK) | 0.5 | $2.1M | +29% | 24k | 89.76 |
|
| United Parcel Service CL B (UPS) | 0.5 | $2.1M | +7% | 19k | 109.99 |
|
| JPMorgan Chase & Co. (JPM) | 0.5 | $2.1M | NEW | 8.6k | 245.30 |
|
| Deckers Outdoor Corporation (DECK) | 0.5 | $2.1M | +159% | 19k | 111.81 |
|
| Aon Shs Cl A (AON) | 0.5 | $2.1M | NEW | 5.2k | 399.09 |
|
| Pfizer (PFE) | 0.5 | $2.1M | +20% | 81k | 25.34 |
|
| CBOE Holdings (CBOE) | 0.5 | $2.0M | NEW | 9.0k | 226.29 |
|
| PNC Financial Services (PNC) | 0.5 | $2.0M | +436% | 12k | 175.77 |
|
| Synchrony Financial (SYF) | 0.5 | $2.0M | +934% | 38k | 52.94 |
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.5 | $2.0M | +202% | 12k | 165.59 |
|
| Tyson Foods Cl A (TSN) | 0.5 | $2.0M | +36% | 32k | 63.81 |
|
| Adobe Systems Incorporated (ADBE) | 0.5 | $2.0M | -31% | 5.2k | 383.53 |
|
| Birkenstock Holding Com Shs (BIRK) | 0.5 | $2.0M | NEW | 44k | 45.85 |
|
| Aptiv Com Shs (APTV) | 0.5 | $2.0M | NEW | 33k | 59.50 |
|
| KBR (KBR) | 0.5 | $2.0M | +28% | 39k | 49.81 |
|
| Appfolio Com Cl A (APPF) | 0.5 | $1.9M | +114% | 8.8k | 219.90 |
|
| V.F. Corporation (VFC) | 0.5 | $1.9M | +48% | 124k | 15.52 |
|
| First Industrial Realty Trust (FR) | 0.4 | $1.9M | +163% | 36k | 53.96 |
|
| Axis Cap Hldgs SHS (AXS) | 0.4 | $1.9M | +401% | 19k | 100.24 |
|
| Analog Devices (ADI) | 0.4 | $1.9M | NEW | 9.5k | 201.67 |
|
| Gra (GGG) | 0.4 | $1.9M | NEW | 23k | 83.51 |
|
| Pvh Corporation (PVH) | 0.4 | $1.9M | NEW | 29k | 64.64 |
|
| Sandisk Corp (SNDK) | 0.4 | $1.9M | NEW | 39k | 47.61 |
|
| Godaddy Cl A (GDDY) | 0.4 | $1.8M | NEW | 10k | 180.14 |
|
| Jacobs Engineering Group (J) | 0.4 | $1.8M | NEW | 15k | 120.89 |
|
| American Intl Group Com New (AIG) | 0.4 | $1.8M | -50% | 21k | 86.94 |
|
| Gaming & Leisure Pptys (GLPI) | 0.4 | $1.8M | +35% | 36k | 50.90 |
|
| Intuitive Surgical Com New (ISRG) | 0.4 | $1.8M | NEW | 3.6k | 495.27 |
|
| Lincoln Electric Holdings (LECO) | 0.4 | $1.8M | NEW | 9.3k | 189.16 |
|
| Wp Carey (WPC) | 0.4 | $1.8M | NEW | 28k | 63.11 |
|
| FTI Consulting (FCN) | 0.4 | $1.8M | +115% | 11k | 164.08 |
|
| Cooper Cos (COO) | 0.4 | $1.7M | +72% | 21k | 84.35 |
|
| Amazon (AMZN) | 0.4 | $1.7M | NEW | 9.1k | 190.26 |
|
| Bank of America Corporation (BAC) | 0.4 | $1.7M | NEW | 42k | 41.73 |
|
| Morningstar (MORN) | 0.4 | $1.7M | NEW | 5.8k | 299.87 |
|
| Masco Corporation (MAS) | 0.4 | $1.7M | +63% | 25k | 69.54 |
|
| Houlihan Lokey Cl A (HLI) | 0.4 | $1.7M | +70% | 11k | 161.50 |
|
| Zebra Technologies Corporati Cl A (ZBRA) | 0.4 | $1.7M | +12% | 6.0k | 282.56 |
|
| Kirby Corporation (KEX) | 0.4 | $1.7M | +28% | 17k | 101.01 |
|
| Smucker J M Com New (SJM) | 0.4 | $1.7M | +9% | 14k | 118.41 |
|
| Robert Half International (RHI) | 0.4 | $1.7M | NEW | 30k | 54.55 |
|
| Armstrong World Industries (AWI) | 0.4 | $1.6M | +178% | 12k | 140.88 |
|
| Gartner (IT) | 0.4 | $1.6M | +360% | 3.9k | 419.74 |
|
| Pegasystems (PEGA) | 0.4 | $1.6M | NEW | 23k | 69.52 |
|
| Bentley Sys Com Cl B (BSY) | 0.4 | $1.6M | NEW | 41k | 39.34 |
|
| Applovin Corp Com Cl A (APP) | 0.4 | $1.6M | +51% | 6.1k | 264.97 |
|
| Genpact SHS (G) | 0.4 | $1.6M | -7% | 32k | 50.38 |
|
| Cognex Corporation (CGNX) | 0.4 | $1.6M | +114% | 52k | 29.83 |
|
| Teradyne (TER) | 0.4 | $1.5M | NEW | 19k | 82.60 |
|
| Broadridge Financial Solutions (BR) | 0.4 | $1.5M | NEW | 6.4k | 242.46 |
|
| Brown Forman Corp CL B (BF.B) | 0.4 | $1.5M | +42% | 45k | 33.94 |
|
| Thermo Fisher Scientific (TMO) | 0.4 | $1.5M | -29% | 3.1k | 497.60 |
|
| Allstate Corporation (ALL) | 0.4 | $1.5M | -54% | 7.4k | 207.07 |
|
| Vici Pptys (VICI) | 0.4 | $1.5M | -53% | 47k | 32.62 |
|
| salesforce (CRM) | 0.4 | $1.5M | -33% | 5.7k | 268.36 |
|
| MGIC Investment (MTG) | 0.4 | $1.5M | NEW | 61k | 24.78 |
|
| Oshkosh Corporation (OSK) | 0.3 | $1.5M | +327% | 16k | 94.08 |
|
| National Retail Properties (NNN) | 0.3 | $1.5M | +23% | 35k | 42.65 |
|
| Parsons Corporation (PSN) | 0.3 | $1.5M | NEW | 25k | 59.21 |
|
| Toast Cl A (TOST) | 0.3 | $1.5M | -35% | 44k | 33.17 |
|
| First American Financial (FAF) | 0.3 | $1.5M | +207% | 22k | 65.63 |
|
| Freshpet (FRPT) | 0.3 | $1.5M | +218% | 18k | 83.17 |
|
| Fortinet (FTNT) | 0.3 | $1.5M | +123% | 15k | 96.26 |
|
| Five9 (FIVN) | 0.3 | $1.4M | NEW | 52k | 27.15 |
|
| Principal Financial (PFG) | 0.3 | $1.4M | -26% | 17k | 84.37 |
|
| Kimberly-Clark Corporation (KMB) | 0.3 | $1.4M | NEW | 9.8k | 142.22 |
|
| Zoetis Cl A (ZTS) | 0.3 | $1.4M | -23% | 8.5k | 164.65 |
|
| Meta Platforms Cl A (META) | 0.3 | $1.4M | NEW | 2.4k | 576.36 |
|
| 4068594 Enphase Energy (ENPH) | 0.3 | $1.4M | NEW | 22k | 62.05 |
|
| Jazz Pharmaceuticals Shs Usd (JAZZ) | 0.3 | $1.4M | NEW | 11k | 124.15 |
|
| Onto Innovation (ONTO) | 0.3 | $1.4M | -21% | 11k | 121.34 |
|
| W.R. Berkley Corporation (WRB) | 0.3 | $1.3M | -36% | 19k | 71.16 |
|
| Wright Express (WEX) | 0.3 | $1.3M | NEW | 8.5k | 157.02 |
|
| Hormel Foods Corporation (HRL) | 0.3 | $1.3M | +198% | 43k | 30.94 |
|
| BorgWarner (BWA) | 0.3 | $1.3M | +381% | 46k | 28.65 |
|
| Ringcentral Cl A (RNG) | 0.3 | $1.3M | NEW | 53k | 24.76 |
|
| Atlassian Corporation Cl A (TEAM) | 0.3 | $1.3M | +151% | 6.0k | 212.21 |
|
| Old Republic International Corporation (ORI) | 0.3 | $1.3M | +315% | 33k | 39.22 |
|
| Travelers Companies (TRV) | 0.3 | $1.3M | -59% | 4.8k | 264.46 |
|
| H&R Block (HRB) | 0.3 | $1.3M | +510% | 23k | 54.91 |
|
| MetLife (MET) | 0.3 | $1.2M | NEW | 16k | 80.29 |
|
| Cdw (CDW) | 0.3 | $1.2M | -64% | 7.7k | 160.26 |
|
| Qorvo (QRVO) | 0.3 | $1.2M | NEW | 17k | 72.41 |
|
| Pentair SHS (PNR) | 0.3 | $1.2M | +18% | 14k | 87.48 |
|
| MarketAxess Holdings (MKTX) | 0.3 | $1.2M | -43% | 5.5k | 216.35 |
|
| Valmont Industries (VMI) | 0.3 | $1.2M | +141% | 4.1k | 285.37 |
|
| Millrose Pptys Com Cl A (MRP) | 0.3 | $1.2M | NEW | 44k | 26.51 |
|
| M&T Bank Corporation (MTB) | 0.3 | $1.1M | -31% | 6.4k | 178.75 |
|
| CarMax (KMX) | 0.3 | $1.1M | NEW | 15k | 77.92 |
|
| Crane Company Common Stock (CR) | 0.3 | $1.1M | NEW | 7.4k | 153.18 |
|
| Avnet (AVT) | 0.3 | $1.1M | NEW | 24k | 48.09 |
|
| Iridium Communications (IRDM) | 0.3 | $1.1M | +78% | 40k | 27.32 |
|
| Webster Financial Corporation (WBS) | 0.3 | $1.1M | +130% | 21k | 51.55 |
|
| Tripadvisor (TRIP) | 0.3 | $1.1M | NEW | 76k | 14.17 |
|
| Manpower (MAN) | 0.2 | $1.1M | +103% | 18k | 57.88 |
|
| Lincoln National Corporation (LNC) | 0.2 | $1.1M | +7% | 30k | 35.91 |
|
| Match Group (MTCH) | 0.2 | $1.0M | NEW | 33k | 31.20 |
|
| Gilead Sciences (GILD) | 0.2 | $1.0M | -7% | 9.3k | 112.05 |
|
| Primerica (PRI) | 0.2 | $1.0M | NEW | 3.6k | 284.53 |
|
| Hanover Insurance (THG) | 0.2 | $988k | +68% | 5.7k | 173.95 |
|
| Virtu Finl Cl A (VIRT) | 0.2 | $988k | NEW | 26k | 38.12 |
|
| Vontier Corporation (VNT) | 0.2 | $986k | +384% | 30k | 32.85 |
|
| ConAgra Foods (CAG) | 0.2 | $974k | NEW | 37k | 26.67 |
|
| Sensata Technologies Hldg Pl SHS (ST) | 0.2 | $965k | NEW | 40k | 24.27 |
|
| Comcast Corp Cl A (CMCSA) | 0.2 | $950k | -50% | 26k | 36.90 |
|
| Invesco SHS (IVZ) | 0.2 | $948k | -16% | 63k | 15.17 |
|
| Clean Harbors (CLH) | 0.2 | $944k | NEW | 4.8k | 197.10 |
|
| Anthem (ELV) | 0.2 | $934k | -56% | 2.1k | 434.96 |
|
| Toll Brothers (TOL) | 0.2 | $933k | -46% | 8.8k | 105.59 |
|
| Grand Canyon Education (LOPE) | 0.2 | $901k | +56% | 5.2k | 173.02 |
|
| Universal Hlth Svcs CL B (UHS) | 0.2 | $885k | -49% | 4.7k | 187.90 |
|
| Us Bancorp Del Com New (USB) | 0.2 | $863k | NEW | 20k | 42.22 |
|
| Walt Disney Company (DIS) | 0.2 | $857k | +106% | 8.7k | 98.70 |
|
| Ciena Corp Com New (CIEN) | 0.2 | $852k | NEW | 14k | 60.43 |
|
| Chipotle Mexican Grill (CMG) | 0.2 | $842k | +40% | 17k | 50.21 |
|
| Etsy (ETSY) | 0.2 | $837k | -66% | 18k | 47.18 |
|
| Valvoline Inc Common (VVV) | 0.2 | $832k | -32% | 24k | 34.81 |
|
| Yum! Brands (YUM) | 0.2 | $831k | NEW | 5.3k | 157.36 |
|
| Centene Corporation (CNC) | 0.2 | $829k | NEW | 14k | 60.71 |
|
| Delta Air Lines Inc Del Com New (DAL) | 0.2 | $826k | +63% | 19k | 43.60 |
|
| Qualcomm (QCOM) | 0.2 | $814k | -68% | 5.3k | 153.61 |
|
| Booking Holdings (BKNG) | 0.2 | $806k | +20% | 175.00 | 4606.91 |
|
| Bio-techne Corporation (TECH) | 0.2 | $797k | NEW | 14k | 58.63 |
|
| Alaska Air (ALK) | 0.2 | $773k | NEW | 16k | 49.22 |
|
| Metropcs Communications (TMUS) | 0.2 | $770k | NEW | 2.9k | 266.71 |
|
| Twilio Cl A (TWLO) | 0.2 | $763k | -73% | 7.8k | 97.91 |
|
| Dentsply Sirona (XRAY) | 0.2 | $761k | NEW | 51k | 14.94 |
|
| Las Vegas Sands (LVS) | 0.2 | $759k | NEW | 20k | 38.63 |
|
| Johnson & Johnson (JNJ) | 0.2 | $755k | NEW | 4.6k | 165.84 |
|
| MasTec (MTZ) | 0.2 | $749k | -61% | 6.4k | 116.71 |
|
| Adt (ADT) | 0.2 | $739k | NEW | 91k | 8.14 |
|
| Uipath Cl A (PATH) | 0.2 | $730k | -39% | 71k | 10.30 |
|
| Perrigo SHS (PRGO) | 0.2 | $724k | NEW | 26k | 28.04 |
|
| TJX Companies (TJX) | 0.2 | $706k | NEW | 5.8k | 121.80 |
|
| Exelixis (EXEL) | 0.2 | $703k | +82% | 19k | 36.92 |
|
| Airbnb Com Cl A (ABNB) | 0.2 | $699k | NEW | 5.8k | 119.46 |
|
| BioMarin Pharmaceutical (BMRN) | 0.2 | $694k | +15% | 9.8k | 70.69 |
|
| AutoNation (AN) | 0.2 | $694k | NEW | 4.3k | 161.92 |
|
| Ralph Lauren Corp Cl A (RL) | 0.2 | $691k | -49% | 3.1k | 220.74 |
|
| Best Buy (BBY) | 0.2 | $670k | NEW | 9.1k | 73.61 |
|
| Brooks Automation (AZTA) | 0.2 | $669k | NEW | 19k | 34.64 |
|
| Spotify Technology S A SHS (SPOT) | 0.2 | $669k | -11% | 1.2k | 550.03 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $669k | +254% | 4.8k | 139.78 |
|
| Onemain Holdings (OMF) | 0.2 | $661k | +45% | 14k | 48.88 |
|
| Janus Henderson Group Ord Shs (JHG) | 0.2 | $656k | NEW | 18k | 36.15 |
|
| Camden Ppty Tr Sh Ben Int (CPT) | 0.2 | $650k | NEW | 5.3k | 122.30 |
|
| Gentex Corporation (GNTX) | 0.1 | $627k | +131% | 27k | 23.30 |
|
| Epr Pptys Com Sh Ben Int (EPR) | 0.1 | $612k | +21% | 12k | 52.61 |
|
| Regency Centers Corporation (REG) | 0.1 | $611k | NEW | 8.3k | 73.76 |
|
| New York Times Cl A (NYT) | 0.1 | $609k | -58% | 12k | 49.60 |
|
| Harley-Davidson (HOG) | 0.1 | $596k | NEW | 24k | 25.25 |
|
| Citizens Financial (CFG) | 0.1 | $593k | NEW | 15k | 40.97 |
|
| Procter & Gamble Company (PG) | 0.1 | $556k | NEW | 3.3k | 170.42 |
|
| Veeva Sys Cl A Com (VEEV) | 0.1 | $554k | -84% | 2.4k | 231.63 |
|
| Western Union Company (WU) | 0.1 | $535k | -29% | 51k | 10.58 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $526k | -72% | 637.00 | 825.91 |
|
| Prosperity Bancshares (PB) | 0.1 | $517k | NEW | 7.2k | 71.37 |
|
| Hldgs (UAL) | 0.1 | $514k | +87% | 7.4k | 69.05 |
|
| Roku Com Cl A (ROKU) | 0.1 | $511k | NEW | 7.2k | 70.44 |
|
| Fortune Brands (FBIN) | 0.1 | $506k | NEW | 8.3k | 60.88 |
|
| Dolby Laboratories Com Cl A (DLB) | 0.1 | $502k | NEW | 6.3k | 80.31 |
|
| Hayward Hldgs (HAYW) | 0.1 | $497k | -17% | 36k | 13.92 |
|
| Lumentum Hldgs (LITE) | 0.1 | $495k | +15% | 7.9k | 62.34 |
|
| SEI Investments Company (SEIC) | 0.1 | $492k | +8% | 6.3k | 77.63 |
|
| Affirm Hldgs Com Cl A (AFRM) | 0.1 | $491k | -62% | 11k | 45.19 |
|
| Carter's (CRI) | 0.1 | $488k | NEW | 12k | 40.90 |
|
| Wyndham Hotels And Resorts (WH) | 0.1 | $462k | NEW | 5.1k | 90.51 |
|
| Alnylam Pharmaceuticals (ALNY) | 0.1 | $462k | NEW | 1.7k | 270.02 |
|
| Corning Incorporated (GLW) | 0.1 | $461k | NEW | 10k | 45.78 |
|
| Draftkings Com Cl A (DKNG) | 0.1 | $454k | NEW | 14k | 33.21 |
|
| Timken Company (TKR) | 0.1 | $447k | NEW | 6.2k | 71.87 |
|
| Healthcare Rlty Tr Cl A Com (HR) | 0.1 | $441k | -42% | 26k | 16.90 |
|
| Churchill Downs (CHDN) | 0.1 | $436k | +148% | 3.9k | 111.07 |
|
| Invitation Homes (INVH) | 0.1 | $428k | NEW | 12k | 34.85 |
|
| Expedia Group Com New (EXPE) | 0.1 | $426k | -34% | 2.5k | 168.10 |
|
| Darling International (DAR) | 0.1 | $424k | NEW | 14k | 31.24 |
|
| Procore Technologies (PCOR) | 0.1 | $418k | NEW | 6.3k | 66.02 |
|
| Texas Roadhouse (TXRH) | 0.1 | $411k | -18% | 2.5k | 166.63 |
|
| Ge Vernova (GEV) | 0.1 | $407k | NEW | 1.3k | 305.28 |
|
| Bank Ozk (OZK) | 0.1 | $397k | NEW | 9.1k | 43.45 |
|
| Bio Rad Labs Cl A (BIO) | 0.1 | $390k | +3% | 1.6k | 243.56 |
|
| NVIDIA Corporation (NVDA) | 0.1 | $387k | NEW | 3.6k | 108.38 |
|
| Molson Coors Beverage CL B (TAP) | 0.1 | $381k | NEW | 6.3k | 60.87 |
|
| Simon Property (SPG) | 0.1 | $378k | NEW | 2.3k | 166.08 |
|
| Ferguson Enterprises Common Stock New (FERG) | 0.1 | $373k | NEW | 2.3k | 160.23 |
|
| Lennox International (LII) | 0.1 | $372k | NEW | 663.00 | 560.83 |
|
| Mohawk Industries (MHK) | 0.1 | $368k | -66% | 3.2k | 114.18 |
|
| Yeti Hldgs (YETI) | 0.1 | $356k | -65% | 11k | 33.10 |
|
| Raymond James Financial (RJF) | 0.1 | $349k | NEW | 2.5k | 138.91 |
|
| Truist Financial Corp equities (TFC) | 0.1 | $346k | -70% | 8.4k | 41.15 |
|
| Boston Beer Cl A (SAM) | 0.1 | $342k | +107% | 1.4k | 238.84 |
|
| Keysight Technologies (KEYS) | 0.1 | $325k | -76% | 2.2k | 149.77 |
|
| Coca-Cola Bottling Co. Consolidated (COKE) | 0.1 | $323k | NEW | 239.00 | 1350.00 |
|
| Nutanix Cl A (NTNX) | 0.1 | $321k | NEW | 4.6k | 69.81 |
|
| Dutch Bros Cl A (BROS) | 0.1 | $313k | NEW | 5.1k | 61.74 |
|
| Allison Transmission Hldngs I (ALSN) | 0.1 | $307k | -65% | 3.2k | 95.67 |
|
| Cisco Systems (CSCO) | 0.1 | $299k | NEW | 4.8k | 61.71 |
|
| Danaher Corporation (DHR) | 0.1 | $293k | -88% | 1.4k | 205.00 |
|
| Credit Acceptance (CACC) | 0.1 | $288k | NEW | 557.00 | 516.35 |
|
| Coherent Corp (COHR) | 0.1 | $283k | NEW | 4.4k | 64.94 |
|
| Comfort Systems USA (FIX) | 0.1 | $258k | NEW | 800.00 | 322.33 |
|
| Apellis Pharmaceuticals (APLS) | 0.1 | $235k | NEW | 11k | 21.87 |
|
| Spectrum Brands Holding (SPB) | 0.1 | $220k | -68% | 3.1k | 71.55 |
|
| Amentum Holdings (AMTM) | 0.0 | $190k | NEW | 10k | 18.20 |
|
| DV (DV) | 0.0 | $159k | -68% | 12k | 13.37 |
|
Past Filings by Lecap Asset Management
SEC 13F filings are viewable for Lecap Asset Management going back to 2023
- 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