Van Cleef Asset Management,Inc — 13F Holdings & Portfolio
CIK 1482935 · latest 13F-HR filed 2026-05-01
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$928.7M
Long-equity book
Holdings
118
Distinct positions
Period
2026-03-31
Filed 2026-05-01
Q/Q Activity
+4 / −3 / ↑40 / ↓42
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- EXXON MOBIL CORP$8.1M +38.8%
- COMCAST CORP NEW$5.0M +71.2%
- ISHARES TR$4.4M +36.9%
- LINDE PLC$3.4M +16.7%
- ISHARES TR$1.4M +36.7%
Top Trims
- PROGRESSIVE CORP-$21.6M -12.5%
- MICROSOFT CORP-$14.1M -23.5%
- PALANTIR TECHNOLOGIES INC-$13.9M -18.5%
- APPLE INC-$9.4M -8.2%
- ALPHABET INC-$4.7M -8.0%
New Positions
- ISHARES TR$369.3K
- VERSANT MEDIA GROUP INC$326.7K
- SCHWAB STRATEGIC TR$283.4K
- NORDSON CORP$206.2K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | PROGRESSIVE CORP | PGR | 743315103 | $151.8M | 16.35% | 765,838 | SH |
| 2 | APPLE INC | AAPL | 037833100 | $106.3M | 11.45% | 418,867 | SH |
| 3 | VANGUARD INDEX FDS | VXF | 922908652 | $71.8M | 7.73% | 348,657 | SH |
| 4 | PALANTIR TECHNOLOGIES INC | PLTR | 69608A108 | $61.3M | 6.60% | 419,146 | SH |
| 5 | ALPHABET INC | GOOGL | 02079K305 | $54.0M | 5.82% | 187,805 | SH |
| 6 | MICROSOFT CORP | MSFT | 594918104 | $45.9M | 4.94% | 123,995 | SH |
| 7 | EXXON MOBIL CORP | XOM | 30231G102 | $29.0M | 3.12% | 170,833 | SH |
| 8 | VANGUARD INTL EQUITY INDEX F | VEU | 922042775 | $27.3M | 2.94% | 363,150 | SH |
| 9 | LAMAR ADVERTISING CO | LAMR | 512816109 | $26.8M | 2.88% | 211,448 | SH |
| 10 | LINDE PLC | LIN | G54950103 | $23.9M | 2.57% | 48,202 | SH |
| 11 | ALPHABET INC | GOOG | 02079K107 | $23.8M | 2.57% | 83,068 | SH |
| 12 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $23.7M | 2.55% | 438,544 | SH |
| 13 | PAYCHEX INC | PAYX | 704326107 | $21.0M | 2.26% | 227,971 | SH |
| 14 | ISHARES TR | IXC | 464287341 | $16.3M | 1.75% | 282,705 | SH |
| 15 | STRYKER CORPORATION | SYK | 863667101 | $15.4M | 1.66% | 46,847 | SH |
| 16 | MCCORMICK & CO INC | MKC | 579780206 | $15.2M | 1.63% | 300,840 | SH |
| 17 | SCHWAB CHARLES CORP | SCHW | 808513105 | $13.6M | 1.47% | 144,834 | SH |
| 18 | PEPSICO INC | PEP | 713448108 | $12.4M | 1.33% | 79,830 | SH |
| 19 | AMERICAN EXPRESS CO | AXP | 025816109 | $12.4M | 1.33% | 40,972 | SH |
| 20 | COMCAST CORP NEW | CMCSA | 20030N101 | $12.1M | 1.30% | 421,282 | SH |
| 21 | VANGUARD INDEX FDS | VTI | 922908769 | $10.2M | 1.09% | 31,676 | SH |
| 22 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $9.3M | 1.00% | 14,246 | SH |
| 23 | CHUBB LTD SWITZ | CB | H1467J104 | $8.5M | 0.91% | 25,932 | SH |
| 24 | VANGUARD INDEX FDS | VBR | 922908611 | $7.3M | 0.79% | 33,588 | SH |
| 25 | DISNEY WALT CO | DIS | 254687106 | $7.3M | 0.78% | 75,488 | SH |
| 26 | SCHWAB STRATEGIC TR | SCHX | 808524201 | $6.7M | 0.72% | 260,719 | SH |
| 27 | ISHARES TR | IEZ | 464288844 | $5.0M | 0.54% | 173,721 | SH |
| 28 | HOME DEPOT INC | HD | 437076102 | $4.9M | 0.53% | 15,002 | SH |
| 29 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $4.9M | 0.52% | 10,142 | SH |
| 30 | SLB LIMITED | SLB | 806857108 | $4.6M | 0.50% | 89,785 | SH |
| 31 | JPMORGAN CHASE & CO | JPM | 46625H100 | $4.4M | 0.47% | 14,825 | SH |
| 32 | VANGUARD INTL EQUITY INDEX F | VT | 922042742 | $4.4M | 0.47% | 31,472 | SH |
| 33 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $4.3M | 0.46% | 66,360 | SH |
| 34 | JOHNSON & JOHNSON | JNJ | 478160104 | $4.1M | 0.44% | 16,793 | SH |
| 35 | CHEVRON CORPORATION | CVX | 166764100 | $3.3M | 0.35% | 15,798 | SH |
| 36 | SELECT SECTOR SPDR TR | XLK | 81369Y803 | $3.2M | 0.35% | 24,385 | SH |
| 37 | BLACKROCK INC | BLK | 09290D101 | $3.2M | 0.34% | 3,317 | SH |
| 38 | CONSTELLATION ENERGY CORP | CEG | 21037T109 | $3.1M | 0.33% | 10,927 | SH |
| 39 | COLGATE PALMOLIVE CO | CL | 194162103 | $2.8M | 0.30% | 32,750 | SH |
| 40 | AUTOMATIC DATA PROCESSING IN | ADP | 053015103 | $2.6M | 0.28% | 12,701 | SH |
| 41 | ELI LILLY & CO | LLY | 532457108 | $2.6M | 0.28% | 2,786 | SH |
| 42 | MERCK & CO INC | MRK | 58933Y105 | $2.3M | 0.25% | 19,008 | SH |
| 43 | ISHARES INC | IEMG | 46434G103 | $2.3M | 0.25% | 32,662 | SH |
| 44 | ISHARES TR | IXUS | 46432F834 | $2.2M | 0.24% | 25,641 | SH |
| 45 | CISCO SYS INC | CSCO | 17275R102 | $2.0M | 0.22% | 25,878 | SH |
| 46 | SCHWAB STRATEGIC TR | SCHB | 808524102 | $2.0M | 0.22% | 79,668 | SH |
| 47 | PROCTER & GAMBLE CO | PG | 742718109 | $2.0M | 0.21% | 13,588 | SH |
| 48 | ABBVIE INC | ABBV | 00287Y109 | $1.6M | 0.17% | 7,454 | SH |
| 49 | VANGUARD INDEX FDS | VOO | 922908363 | $1.6M | 0.17% | 2,598 | SH |
| 50 | INVESCO QQQ TR | QQQ | 46090E103 | $1.5M | 0.16% | 2,644 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-01 | $928.7M | 118 | 0001482935-26-000003 |
| 2025-12-31 | 2026-02-09 | $986.2M | 117 | 0001482935-26-000001 |