Q2 2026 13F · SEC CIK 1482935

Van Cleef Asset Management,Inc

Wealth managerFiled 2026-08-03 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $981.0M
Reported positions: 119
Top holdings a year, 3 yrs: +19.2%
Assets under management: $1.2B

Van Cleef Asset Management,Inc is a wealth manager that reported 119 positions worth $981.0M in its Q2 2026 13F, filed 2026-08-03. Its largest holdings were Progressive Corp. (PGR, 16.8%), Apple Inc (AAPL, 12.0%), Vanguard Index Fds (VXF, 8.6%). A portfolio copying its top holdings returned 19.2% a year over the last 3 years, against 20.4% for the S&P 500.

Van Cleef Asset Management,Inc holdings largest 50 of 119 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Van Cleef Asset Management,Inc 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
PGRProgressive Corp.	16.8%	16.3%	755,885	-1.3%	$165.1M
AAPLApple Inc	12.0%	11.4%	407,200	-2.8%	$117.8M
VXFVanguard Index Fds	8.6%	7.7%	340,880	-2.2%	$83.9M
GOOGLAlphabet Inc	6.8%	5.8%	186,803	-0.5%	$66.8M
PLTRPalantir Technologies Inclass Class A	4.9%	6.6%	408,853	-2.5%	$47.7M
MSFTMicrosoft Corp	4.6%	4.9%	121,368	-2.1%	$45.3M
LAMRLamar Advertising Co	3.3%	2.9%	207,733	-1.8%	$32.4M
VEUVanguard FTSE All	3.1%	2.9%	363,890	+0.2%	$30.5M
GOOGAlphabet Inc	2.8%	2.6%	77,299	-6.9%	$27.3M
VWOVanguard Intl Equity Index F	2.6%	2.6%	431,534	-1.6%	$25.8M
LINLinde PLC	2.5%	2.6%	47,085	-2.3%	$24.4M
XOMExxon Mobil Corp	2.4%	3.1%	170,502	-0.2%	$23.3M
PAYXPaychex Inc	2.2%	2.3%	223,427	-2.0%	$22.0M
MKCMccormick & Co Inc	1.6%	1.6%	302,441	+0.5%	$15.2M
SYKStryker Corporation	1.5%	1.7%	46,743	-0.2%	$14.7M
AXPAmerican Express Co Com	1.4%	1.3%	40,403	-1.4%	$13.7M
IXCIshares S&p Global Energy	1.4%	1.8%	269,735	-4.6%	$13.3M
SCHWSchwab Charles Corp	1.3%	1.5%	141,930	-2.0%	$13.1M
VTIVanguard Index Fds	1.2%	1.1%	31,676	+0.0%	$11.7M
SPYSpdr S&p 500 ETF Tr	1.1%	1.0%	14,216	-0.2%	$10.6M
PEPPepsico Inc	1.1%	1.3%	78,221	-2.0%	$10.6M
CMCSAComcast Corp New	1.0%	1.3%	403,875	-4.1%	$9.9M
CBChubb Limited Com	0.9%	0.9%	25,549	-1.5%	$8.7M
VBRVanguard Small Cap Value ETF	0.8%	0.8%	33,658	+0.2%	$8.2M
SCHXSchwab Stratgc Tr	0.8%	0.7%	264,613	+1.5%	$7.8M
DISDisney Walt Co	0.7%	0.8%	74,529	-1.3%	$7.2M
HDHome Depot Inc Com	0.5%	0.5%	15,002	+0.0%	$5.3M
BRK-BBerkshire Hathaway Inc Del	0.5%	0.5%	10,231	+0.9%	$5.1M
VTVanguard Total World Stock Index Fund Et	0.5%	0.5%	31,472	+0.0%	$4.9M
JPMJpmorgan Chase & Co	0.5%	0.5%	14,821	-0.0%	$4.9M
IEZIshares Tr	0.5%	0.5%	171,126	-1.5%	$4.6M
JNJJohnson & Johnson	0.4%	0.4%	16,838	+0.3%	$4.3M
VEAVanguard Tax-Managed Fds	0.4%	0.5%	58,615	-11.7%	$4.2M
SLBSlb Limited	0.4%	0.5%	89,476	-0.3%	$4.2M
XLKState Street Technology Select Sector Sp	0.4%	0.3%	20,810	-14.7%	$4.0M
LLYLilly Eli & Co	0.3%	0.3%	2,762	-0.9%	$3.3M
BLKBlackrock Inc	0.3%	0.3%	3,336	+0.6%	$3.2M
CSCOCisco Sys Inc	0.3%	0.2%	25,869	-0.0%	$3.0M
CLColgate Palmolive Co	0.3%	0.3%	32,750	+0.0%	$3.0M
ADPAutomatic Data Processing Inc Com	0.3%	0.3%	12,701	+0.0%	$2.8M
CEGConstellation Energy Corp	0.3%	0.3%	10,941	+0.1%	$2.7M
CVXChevron Corp New	0.3%	0.4%	15,798	+0.0%	$2.6M
IEMGIshares	0.3%	0.2%	30,865	-5.5%	$2.6M
MRKMerck & Co. Inc	0.2%	0.2%	18,933	-0.4%	$2.4M
IXUSIshares Core Msci Total International St	0.2%	0.2%	25,119	-2.0%	$2.4M
SCHBSchwb US Broad	0.2%	0.2%	79,668	+0.0%	$2.3M
QQQInvesco Qqq Tr	0.2%	0.2%	2,719	+2.8%	$2.0M
PGProcter & Gamble Co Com	0.2%	0.2%	13,578	-0.1%	$2.0M
ABBVAbbvie Inc	0.2%	0.2%	7,570	+1.6%	$1.9M
VOOVanguard S&p 500 ETF	0.2%	0.2%	2,602	+0.2%	$1.8M

What Van Cleef Asset Management,Inc bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

No position grew by more than 5%.

Reduced

XLK State Street Technology Select Sector Sp-14.7% shares
VEA Vanguard Tax-Managed Fds-11.7% shares
GOOG Alphabet Inc-6.9% shares
IEMG Ishares-5.5% shares

Left the top 50

No position left the top 50.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +8.7% /yr; S&P 500 +20.1%
3 years: +19.2% /yr; S&P 500 +20.4%
5 years: +9.0% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$981.0M	119
Q1 2026	$928.7M	118
Q4 2025	$986.2M	117
Q3 2025	$984.1M	117
Q2 2025	$928.4M	117
Q1 2025	$884.4M	116
Q4 2024	$912.3M	119
Q3 2024	$901.1M	122
Q2 2024	$797.7M	110
Q1 2024	$791.3M	114
Q4 2023	$711.6M	111
Q3 2023	$635.0M	107

Questions about Van Cleef Asset Management,Inc's portfolio

What stocks does Van Cleef Asset Management,Inc own?

Van Cleef Asset Management,Inc's latest 13F, for Q2 2026 and filed Aug 3, 2026, lists 119 positions worth $981.0M. The largest are Progressive Corp. (PGR) at 16.8%, Apple Inc (AAPL) at 12.0%, Vanguard Index Fds (VXF) at 8.6%, Alphabet Inc (GOOGL) at 6.8% and Palantir Technologies Inclass Class A (PLTR) at 4.9%.

What did Van Cleef Asset Management,Inc buy last quarter?

Van Cleef Asset Management,Inc opened no new positions and grew none by more than 5% among its largest holdings in Q2 2026.

What did Van Cleef Asset Management,Inc sell last quarter?

In Q2 2026, Van Cleef Asset Management,Inc State Street Technology Select Sector Sp (XLK) (-14.7% shares), Vanguard Tax-Managed Fds (VEA) (-11.7% shares) and Alphabet Inc (GOOG) (-6.9% shares), compared with its Q1 2026 filing.

How has Van Cleef Asset Management,Inc's portfolio performed?

A portfolio copying Van Cleef Asset Management,Inc's 20 largest 13F holdings each quarter, from the day each filing was public, returned +19.2% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +8.7% against +20.1%. Over 5 years: +9.0% a year against +11.6%.

When is Van Cleef Asset Management,Inc's next 13F filing due?

13F filings are due 45 days after each quarter ends. Van Cleef Asset Management,Inc's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Van Cleef Asset Management,Inc manage?

Van Cleef Asset Management,Inc reported $1.2B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $981.0M.