Van Cleef Asset Management,Inc
13F Reported Value
ⓘ$928.7M
Holdings
118
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Van Cleef Asset Management,Inc disclosed 118 positions worth $928.7M in its Form 13F-HR for Q1 2026, led by $PGR (PROGRESSIVE CORP/OH/) at 16.4% of the equity portfolio, followed by $AAPL. During the quarter the fund opened 2 new positions and exited 3 — including a new stake in $VSNT and a full exit from $SHOP. The portfolio is most concentrated in Technology (34.7% of disclosed assets). All figures are sourced directly from Van Cleef Asset Management,Inc’s Form 13F-HR filing with the SEC under CIK 1482935.
AI Fund Analysis
Diversifying
$PGR
$AAPL
$PLTR
$GOOG
$PAYX
$NVDA
$MCD$PGRSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 83.6#16
Quality
$151.8M765,838 sh - 76.1#112
Quality
$106.3M418,867 sh VANGUARD INDEX FDS
—Quality
$71.8M348,657 sh- 85.8
Quality
$61.3M419,146 sh - 80.2
Quality
$54.0M187,805 sh - 83.7
Quality
$45.9M123,995 sh - 61.8
Quality
$29.0M170,833 sh VANGUARD INTL EQUITY INDEX F
—Quality
$27.3M363,150 sh- 67.8
Quality
$26.8M211,448 sh - —
Quality
$23.9M48,202 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| PROGRESSIVE CORP/OH/$PGR | 83.6#16 | $151.8M | 765,838 |
| Apple Inc.$AAPL | 76.1#112 | $106.3M | 418,867 |
| VANGUARD INDEX FDS | — | $71.8M | 348,657 |
| Palantir Technologies Inc.$PLTR | 85.8 | $61.3M | 419,146 |
| Alphabet Inc.$GOOG | 80.2 | $54.0M | 187,805 |
 MICROSOFT CORP$MSFT | 83.7 | $45.9M | 123,995 |
 EXXON MOBIL CORP$XOM | 61.8 | $29.0M | 170,833 |
| VANGUARD INTL EQUITY INDEX F | — | $27.3M | 363,150 |
 LAMAR ADVERTISING CO/NEW$LAMR | 67.8 | $26.8M | 211,448 |
 LINDE PLC$LIN | — | $23.9M | 48,202 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Van Cleef Asset Management,Inc's 118 positions.
Showing top 10 of 118 holdings.
Sector Allocation
Technology
$322.6M
Other
$202.6M
Financials
$202.5M
Energy
$38.4M
Consumer Staples
$34.9M
Healthcare
$30.6M
Real Estate
$27.9M
Materials
$23.9M
Full Holdings — Van Cleef Asset Management,Inc (Q1 2026)
All 118 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $PGR | PROGRESSIVE CORP/OH/ | $151.8M | 16.4% | +1% | 83.6 |
| 2 | $AAPL | Apple Inc. | $106.3M | 11.4% | -2% | 76.1 |
| 3 | — | VANGUARD INDEX FDS | $71.8M | 7.7% | -0% | — |
| 4 | $PLTR | Palantir Technologies Inc. | $61.3M | 6.6% | -1% | 85.8 |
| 5 | $GOOG | Alphabet Inc. | $54.0M | 5.8% | +0% | 80.2 |
| 6 | $MSFT | MICROSOFT CORP | $45.9M | 4.9% | -0% | 83.7 |
| 7 | $XOM | EXXON MOBIL CORP | $29.0M | 3.1% | -2% | 61.8 |
| 8 | — | VANGUARD INTL EQUITY INDEX F | $27.3M | 2.9% | -1% | — |
| 9 | $LAMR | LAMAR ADVERTISING CO/NEW | $26.8M | 2.9% | -0% | 67.8 |
| 10 | $LIN | LINDE PLC | $23.9M | 2.6% | +0% | — |
| 11 |  $GOOGL | Alphabet Inc. | $23.8M | 2.6% | -1% | 80.2 |
| 12 | — | VANGUARD INTL EQUITY INDEX F | $23.7M | 2.5% | -0% | — |
| 13 | $PAYX | PAYCHEX INC | $21.0M | 2.3% | +10% | 75.1 |
| 14 | — | ISHARES TR | $16.3M | 1.8% | -0% | — |
| 15 |  $SYK | STRYKER CORP | $15.4M | 1.7% | -0% | 69.8 |
| 16 |  $MKC | MCCORMICK & CO INC | $15.2M | 1.6% | +6% | 73.7 |
| 17 |  $SCHW | SCHWAB CHARLES CORP | $13.6M | 1.5% | -0% | 77.2 |
| 18 |  $PEP | PEPSICO INC | $12.4M | 1.3% | -0% | 62.7 |
| 19 |  $AXP | AMERICAN EXPRESS CO | $12.4M | 1.3% | -1% | 73.2 |
| 20 |  $CCZ | COMCAST CORP | $12.1M | 1.3% | +78% | 70.4 |
| 21 | — | VANGUARD INDEX FDS | $10.2M | 1.1% | -0% | — |
| 22 |  $SPY | SPDR S&P 500 ETF TRUST | $9.3M | 1.0% | -3% | — |
| 23 |  $CB | Chubb Ltd | $8.5M | 0.9% | -0% | — |
| 24 | — | VANGUARD INDEX FDS | $7.3M | 0.8% | +7% | — |
| 25 |  $DIS | Walt Disney Co | $7.3M | 0.8% | -1% | 68.9 |
| 26 | — | SCHWAB STRATEGIC TR | $6.7M | 0.7% | +6% | — |
| 27 | — | ISHARES TR | $5.0M | 0.5% | -1% | — |
| 28 |  $HD | HOME DEPOT, INC. | $4.9M | 0.5% | -0% | 69.2 |
| 29 |  $BRK.B | BERKSHIRE HATHAWAY INC | $4.9M | 0.5% | +0% | 64.5 |
| 30 |  $SLB | SLB LIMITED/NV | $4.6M | 0.5% | +0% | 63.2 |
| 31 |  $JPM | JPMORGAN CHASE & CO | $4.4M | 0.5% | -1% | 35.6 |
| 32 |  $DOV | DOVER Corp | $4.4M | 0.5% | +0% | 63.1 |
| 33 | — | VANGUARD TAX-MANAGED FDS | $4.3M | 0.5% | +0% | — |
| 34 |  $JNJ | JOHNSON & JOHNSON | $4.1M | 0.4% | -3% | 72.8 |
| 35 |  $CVX | CHEVRON CORP | $3.3M | 0.3% | +0% | 54.7 |
| 36 | — | SELECT SECTOR SPDR TR | $3.2M | 0.3% | -2% | — |
| 37 |  $BLK | BlackRock, Inc. | $3.2M | 0.3% | -1% | 70.3 |
| 38 |  $CEG | Constellation Energy Corp | $3.1M | 0.3% | -2% | 62.5 |
| 39 |  $CL | COLGATE PALMOLIVE CO | $2.8M | 0.3% | +0% | 72.4 |
| 40 |  $ADP | AUTOMATIC DATA PROCESSING INC | $2.6M | 0.3% | -19% | 77.9 |
| 41 |  $LLY | ELI LILLY & Co | $2.6M | 0.3% | -1% | 89.3 |
| 42 |  $MRK | Merck & Co., Inc. | $2.3M | 0.3% | -0% | 70.9 |
| 43 | — | ISHARES INC | $2.3M | 0.3% | -1% | — |
| 44 | — | ISHARES TR | $2.2M | 0.2% | -0% | — |
| 45 |  $CSCO | CISCO SYSTEMS, INC. | $2.0M | 0.2% | -0% | 72.3 |
| 46 | — | SCHWAB STRATEGIC TR | $2.0M | 0.2% | -6% | — |
| 47 |  $PG | PROCTER & GAMBLE Co | $2.0M | 0.2% | -2% | 72.9 |
| 48 |  $ABBV | AbbVie Inc. | $1.6M | 0.2% | -1% | 59.3 |
| 49 | — | VANGUARD INDEX FDS | $1.6M | 0.2% | -1% | — |
| 50 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.5M | 0.2% | -1% | — |
| 51 |  $AMZN | AMAZON COM INC | $1.4M | 0.1% | -0% | 74.6 |
| 52 |  $SBUX | STARBUCKS CORP | $1.3M | 0.1% | -9% | 54.6 |
| 53 |  $PFE | PFIZER INC | $1.2M | 0.1% | -3% | 69 |
| 54 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.2M | 0.1% | +0% | 67 |
| 55 |  $ADM | Archer-Daniels-Midland Co | $1.1M | 0.1% | -2% | 49.4 |
| 56 | $NVDA | NVIDIA CORP | $1.1M | 0.1% | +25% | 90.2 |
| 57 |  $UNH | UNITEDHEALTH GROUP INC | $1.1M | 0.1% | +0% | 66.8 |
| 58 |  $TSLA | Tesla, Inc. | $1.1M | 0.1% | +0% | 50.1 |
| 59 |  $HSY | HERSHEY CO | $1.0M | 0.1% | -1% | 59.4 |
| 60 |  $GE | GENERAL ELECTRIC CO | $996,885 | 0.1% | +0% | 74.8 |
| 61 |  $WMT | Walmart Inc. | $984,547 | 0.1% | +0% | 63.2 |
| 62 | — | SELECT SECTOR SPDR TR | $966,337 | 0.1% | +0% | — |
| 63 | — | SCHWAB STRATEGIC TR | $926,687 | 0.1% | +12% | — |
| 64 |  $WY | WEYERHAEUSER CO | $915,651 | 0.1% | -1% | 52.9 |
| 65 | — | SELECT SECTOR SPDR TR | $886,719 | 0.1% | -12% | — |
| 66 | — | ISHARES TR | $868,992 | 0.1% | +6% | — |
| 67 |  $GLD | SPDR GOLD TRUST | $857,568 | 0.1% | +0% | — |
| 68 |  $DE | DEERE & CO | $844,950 | 0.1% | -1% | 57.4 |
| 69 |  $BAC | BANK OF AMERICA CORP /DE/ | $821,925 | 0.1% | +0% | 68.4 |
| 70 |  $GEV | GE Vernova Inc. | $802,196 | 0.1% | +0% | 70.1 |
| 71 | — | ISHARES TR | $785,159 | 0.1% | -21% | — |
| 72 |  $CAT | CATERPILLAR INC | $753,093 | 0.1% | -2% | 67.8 |
| 73 |  $META | Meta Platforms, Inc. | $742,625 | 0.1% | +0% | 80.9 |
| 74 | $META | Meta Platforms, Inc. | $725,136 | 0.1% | -2% | 80.9 |
| 75 |  $GILD | GILEAD SCIENCES, INC. | $689,882 | 0.1% | -10% | 77.8 |
| 76 | $MCD | MCDONALDS CORP | $683,023 | 0.1% | +0% | 73.9 |
| 77 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $671,660 | 0.1% | -1% | 66.4 |
| 78 |  $PH | Parker-Hannifin Corp | $670,535 | 0.1% | +0% | 73.8 |
| 79 |  $LMT | LOCKHEED MARTIN CORP | $615,270 | 0.1% | +0% | 65 |
| 80 | — | VANGUARD INDEX FDS | $577,613 | 0.1% | +55% | — |
| 81 |  $EXC | EXELON CORP | $575,163 | 0.1% | -4% | 63.9 |
| 82 |  $BX | Blackstone Inc. | $557,702 | 0.1% | +0% | 68 |
| 83 |  $AMGN | AMGEN INC | $553,109 | 0.1% | +0% | 79.5 |
| 84 |  $VLO | VALERO ENERGY CORP/TX | $543,576 | 0.1% | +0% | 51.4 |
| 85 |  $BMY | BRISTOL MYERS SQUIBB CO | $542,030 | 0.1% | +0% | 70.1 |
| 86 |  $WFC | WELLS FARGO & COMPANY/MN | $532,896 | 0.1% | -14% | — |
| 87 |  $ABT | ABBOTT LABORATORIES | $522,591 | 0.1% | +0% | 67 |
| 88 |  $WM | WASTE MANAGEMENT INC | $510,134 | 0.1% | +0% | 70.7 |
| 89 |  $NFLX | NETFLIX INC | $501,134 | 0.1% | -9% | 86.7 |
| 90 | — | VANGUARD WORLD FD | $488,404 | 0.1% | +0% | — |
| 91 |  $ETN | Eaton Corp plc | $482,855 | 0.1% | +0% | — |
| 92 |  $KO | COCA COLA CO | $465,274 | 0.1% | -1% | 74 |
| 93 | — | VANGUARD WORLD FD | $452,885 | 0.1% | +0% | — |
| 94 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $434,363 | 0.1% | +0% | 66.7 |
| 95 | — | ISHARES TR | $373,306 | 0.0% | +0% | — |
| 96 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $371,821 | 0.0% | +0% | 60.5 |
| 97 | — | ISHARES TR | $369,263 | 0.0% | -78% | — |
| 98 |  $MPLX | MPLX LP | $331,463 | 0.0% | +0% | 76.5 |
| 99 |  $VSNT | Versant Media Group, Inc. | $326,665 | 0.0% | NEW | — |
| 100 | — | ISHARES TR | $296,620 | 0.0% | +0% | — |
| 101 |  $DUK | Duke Energy CORP | $294,485 | 0.0% | +0% | 64 |
| 102 |  $STT | STATE STREET CORP | $291,088 | 0.0% | +0% | 61.5 |
| 103 |  $ITW | ILLINOIS TOOL WORKS INC | $286,319 | 0.0% | +0% | 71.2 |
| 104 | — | SCHWAB STRATEGIC TR | $283,412 | 0.0% | -96% | — |
| 105 | — | ISHARES TR | $276,397 | 0.0% | +0% | — |
| 106 |  $AMP | AMERIPRISE FINANCIAL INC | $266,640 | 0.0% | +0% | 70.2 |
| 107 | — | VANGUARD INDEX FDS | $254,212 | 0.0% | +0% | — |
| 108 |  $GD | GENERAL DYNAMICS CORP | $250,208 | 0.0% | +0% | 73 |
| 109 |  $INTC | INTEL CORP | $247,128 | 0.0% | +0% | 41.5 |
| 110 | — | VANGUARD WHITEHALL FDS | $246,291 | 0.0% | +0% | — |
| 111 |  $AB | ALLIANCEBERNSTEIN HOLDING L.P. | $244,296 | 0.0% | +0% | — |
| 112 |  $CRWD | CrowdStrike Holdings, Inc. | $235,155 | 0.0% | +0% | 55 |
| 113 |  $WELL | WELLTOWER INC. | $231,717 | 0.0% | +0% | 75.7 |
| 114 |  $TT | Trane Technologies plc | $227,124 | 0.0% | +0% | — |
| 115 |  $MCHP | MICROCHIP TECHNOLOGY INC | $226,135 | 0.0% | +0% | 40 |
| 116 |  $SHW | SHERWIN WILLIAMS CO | $224,385 | 0.0% | +0% | 65.3 |
| 117 |  $V | VISA INC. | $220,636 | 0.0% | -2% | 83.5 |
| 118 |  $NDSN | NORDSON CORP | $206,197 | 0.0% | NEW | 67.8 |
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