Van Cleef Asset Management,Inc

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 7, 2024), Van Cleef Asset Management,Inc reported 110 stock positions worth $797.7 million. Its top holding was Progressive (PGR) at 21.1% of the portfolio, followed by Apple (AAPL, 11.6%) and Microsoft (MSFT, 7.2%). Compared with Q1 2024, it opened 1 new position, sold out of 5, added to 13 and reduced 55. The biggest buy was Schwab US Large-Cap ETF (SCHX, shares +5%) and the biggest sale Progressive (PGR, shares −2%).

Most Recent 13F
Q2 2026
Location
BEACHWOOD, OH
CIK
0001482935
Portfolio Value
$797.7M (Q2 2024)
SEC Filing
0001482935-24-000004 ↗ filed Aug 7, 2024

Holdings Value

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $791.3M Q1 2024 Q2 2024: $797.7M $797.7M Q2 2024 Q3 2024: $901.1M Q3 2024 Q4 2024: $912.3M Q4 2024 Q1 2025: $884.4M Q1 2025 Q2 2025: $928.4M Q2 2025 Q3 2025: $984.1M Q3 2025 Q4 2025: $986.2M Q4 2025 Q1 2026: $928.7M Q1 2026 Q2 2026: $981.0M Q2 2026

Holdings 110 stocks · $797.7M
PGR Progressive Corp. 21.09% 809,839 $168.2M Reduce -2.1%
AAPL Apple Inc. 11.64% 440,669 $92.8M Reduce -1.1%
MSFT Microsoft Corp. 7.18% 128,200 $57.3M Reduce -1.3%
VXF Vanguard Extended Market ETF 6.92% 327,076 $55.2M Reduce -1.4%
GOOGL Alphabet Inc. Class A 4.09% 179,222 $32.6M Reduce -1.3%
LAMR Lamar Advertising Co. Class A 3.12% 208,281 $24.9M Reduce -1.3%
LIN Linde PLC 2.77% 50,421 $22.1M Reduce -0.4%
VEU Vanguard Ftse All-World Ex-U 2.65% 360,228 $21.1M Reduce -1.0%
VWO Vanguard Ftse Emerging Marke 2.37% 432,668 $18.9M Reduce -3.2%
XOM Exxon Mobil Corp. 2.37% 164,133 $18.9M Add +0.5%
PLTR Palantir Technologies Inc. Class A 2.21% 695,910 $17.6M Reduce -0.1%
PAYX Paychex Inc. 2.13% 143,393 $17.0M Add +0.3%
GOOG Alphabet Inc. Class C 2.12% 92,110 $16.9M Reduce -2.1%
SYK Stryker Corp. 1.96% 45,835 $15.6M Add +0.6%
MKC McCormick & Co.-Non VTG SHRS 1.79% 200,957 $14.3M Reduce -0.2%
PEP Pepsico Inc. 1.75% 84,440 $13.9M Reduce -1.2%
IXC iShares Global Energy ETF 1.56% 299,943 $12.5M Reduce -0.1%
JNJ Johnson & Johnson 1.39% 75,752 $11.1M Reduce -0.7%
SCHW Schwab (charles) Corp. 1.34% 145,257 $10.7M Reduce -0.4%
AXP American Express Co. 1.23% 42,380 $9.8M Reduce -1.1%
DIS The Walt Disney Co. filed as DISNEY WALT CO 1.22% 97,735 $9.7M Reduce -1.5%
SPY SS SPDR S&P 500 ETF Trust-US 1.06% 15,576 $8.5M Reduce -0.5%
ADM Archer-Daniels-Midland Co. 1.04% 137,837 $8.3M Reduce -0.3%
CB Chubb Ltd. 0.77% 23,989 $6.1M Add +0.8%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.75% 32,800 $6.0M Reduce -1.4%
HD Home Depot Inc. 0.66% 15,265 $5.3M Reduce -3.4%
WY Weyerhaeuser Co. 0.63% 178,083 $5.1M Reduce -0.4%
SCHX Schwab US Large-Cap ETF 0.62% 77,119 $5.0M Add +5.3%
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.51% 86,364 $4.1M Add +1.1%
IEZ iShares U.S. Oil Equipment & 0.51% 181,169 $4.0M Reduce -0.3%
JPM JPMorgan Chase & Co. 0.47% 18,515 $3.7M Reduce -1.2%
VT Vanguard Tot World STK ETF 0.45% 31,971 $3.6M No change
VEA Vanguard Ftse Developed ETF 0.42% 67,203 $3.3M Reduce -4.9%
BRK.B Berkshire Hathaway Inc. Class B 0.41% 8,069 $3.3M No change
LLY Eli Lilly & Co. 0.41% 3,611 $3.3M Reduce -0.6%
CL Colgate-Palmolive Co. 0.40% 33,150 $3.2M No change
BLK BlackRock Finance Inc. 0.38% 3,896 $3.1M Reduce -4.0%
ADP Automatic Data Processing 0.38% 12,586 $3.0M No change
XLK SS Technology Select Sector 0.35% 12,300 $2.8M Reduce -0.8%
MRK Merck & Co. Inc. 0.33% 21,056 $2.6M Reduce -0.7%
CVX Chevron Corp. 0.32% 16,342 $2.6M Add +0.0%
UNH Unitedhealth Group Inc. 0.31% 4,918 $2.5M Reduce -7.1%
PG The Procter & Gamble Co. 0.29% 13,913 $2.3M No change
CEG Constellation Energy 0.28% 11,119 $2.2M Add +1.9%
PFE Pfizer Inc. 0.28% 79,383 $2.2M Reduce -7.7%
SCHB Schwab US Broad Market ETF 0.25% 31,581 $2.0M No change
IXUS iShares Core Intl Stock ETF 0.23% 27,548 $1.9M Reduce -7.5%
IEMG iShares Core MSCI Emerging 0.23% 34,161 $1.8M Reduce -4.3%
CSCO Cisco Systems Inc. 0.19% 31,111 $1.5M Reduce -1.0%
VOO Vanguard S&P 500 ETF 0.18% 2,929 $1.5M No change
QQQ Invesco QQQ Trust Series 1 0.17% 2,784 $1.3M Reduce -1.6%
ABBV Abbvie Inc. 0.17% 7,705 $1.3M No change
IVV iShares Core S&P 500 ETF 0.16% 2,328 $1.3M No change
SBUX Starbucks Corp. 0.15% 15,470 $1.2M No change
AB Alliancebernstein Holding LP 0.14% 32,150 $1.1M No change
CVS CVS Health Corp. 0.13% 18,216 $1.1M Reduce -17.6%
VTI VG Morningstar TS MKT ETF-US 0.13% 3,950 $1.1M Reduce -0.6%
HSY The Hershey Co. 0.12% 5,373 $988K Add +0.0%
BSV Vanguard Short-Term Bond ETF 0.10% 10,415 $799K Reduce -1.3%
IWM iShares Russell 2000 ETF 0.10% 3,855 $782K Reduce -23.2%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.10% 19,215 $764K Reduce -30.4%
SCHD Schwab US DVD Equity ETF 0.09% 9,656 $751K Add +21.9%
XLI SS Industrial Select Sector 0.09% 5,975 $728K No change
BX Blackstone Inc. 0.09% 5,850 $724K No change
BMY Bristol-Myers Squibb Co. 0.09% 16,429 $682K Reduce -4.6%
WFC Wells Fargo & Co. 0.08% 11,313 $672K Reduce -13.4%
AMGN Amgen Inc. 0.08% 2,027 $633K No change
DE Deere & Co. 0.08% 1,648 $616K No change
ABT Abbott Laboratories 0.08% 5,790 $602K No change
KO The Coca-Cola Co. 0.07% 9,310 $593K No change
NVDA Nvidia Corp. 0.07% 4,750 $587K Add +0.2%
GE General Electric filed as GE AEROSPACE 0.07% 3,532 $561K Reduce -5.0%
WM Waste Management Inc. 0.07% 2,608 $556K Add +0.0%
COST Costco Wholesale Corp. 0.07% 626 $532K No change
WMT Walmart Inc. 0.07% 7,800 $528K Reduce -43.5%
GILD Gilead Sciences Inc. 0.07% 7,575 $520K Reduce -23.2%
GLD SPDR Gold Shares 0.06% 2,393 $515K No change
PECO Phillips Edison & Company Inc. 0.06% 15,700 $514K Reduce -16.7%
EPD Enterprise Products Partners 0.06% 16,748 $485K No change
ETN Eaton Corp. PLC 0.06% 1,525 $478K Reduce -19.7%
LMT Lockheed Martin Corp. 0.06% 1,000 $467K No change
CMCSA Comcast Corp. Class A 0.05% 11,020 $432K No change
EXC Exelon Corp. 0.05% 12,464 $431K Reduce -0.1%
PH Parker Hannifin Corp. 0.05% 819 $414K No change
VGT Vanguard Info Tech ETF 0.05% 700 $404K No change
ET Energy Transfer LP 0.04% 21,185 $344K Reduce -8.0%
IJH iShares Core S&P Midcap ETF 0.04% 5,870 $344K Reduce -13.7%
QCOM Qualcomm Inc. 0.04% 1,650 $329K No change
MCHP Microchip Technology Inc. 0.04% 3,500 $320K No change
VLO Valero Energy Corp. 0.04% 2,000 $314K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.04% 1,792 $310K Reduce -5.3%
CAT Caterpillar Inc. 0.04% 920 $306K Reduce -1.1%
VTV Vanguard Mrngstr Val ETF-Aui 0.04% 1,900 $305K No change
CRWD CrowdStrike Holdings Inc. Class A 0.04% 750 $287K No change
EMR Emerson Electric Co. 0.04% 2,592 $286K No change
DUK Duke Energy Corp. 0.03% 2,749 $276K No change
HON Honeywell International Inc. 0.03% 1,275 $272K Reduce -22.7%
SMMD iShares Russell 2500 ETF 0.03% 4,280 $268K Reduce -3.4%
ITW Illinois Tool Works 0.03% 1,100 $261K No change
LYB Lyondellbasell Indu Class A 0.03% 2,650 $253K No change
MPLX MPLX LP 0.03% 5,808 $247K No change
INTC Intel Corp. 0.03% 7,800 $242K No change
NOC Northrop Grumman Corp. 0.03% 545 $238K No change
NDSN Nordson Corp. 0.03% 1,020 $237K No change
CMG Chipotle Mexican Grill Inc. 0.03% 3,750 $235K No change
MCD McDonald's Corp. 0.03% 916 $233K Add +0.7%
V Visa Inc. Class A 0.03% 850 $223K No change
MDLZ Mondelez International Inc. Class A 0.03% 3,202 $210K No change
CI The Cigna Group 0.03% 627 $207K No change
GD General Dynamics Corp. 0.03% 690 $200K New

Portfolio Sells Q1 2024 → Q2 2024
PGR Progressive Corp. Reduce -2.1% 21.09% −0.54
VXF Vanguard Extended Market ETF Reduce -1.4% 6.92% −0.43
DIS The Walt Disney Co. Reduce -1.5% 1.22% −0.32
LIN Linde PLC Reduce -0.4% 2.77% −0.20
WY Weyerhaeuser Co. Reduce -0.4% 0.63% −0.18
MKC McCormick & Co.-Non VTG SHRS Reduce -0.2% 1.79% −0.17
PEP Pepsico Inc. Reduce -1.2% 1.75% −0.14
JNJ Johnson & Johnson Reduce -0.7% 1.39% −0.14
HD Home Depot Inc. Reduce -3.4% 0.66% −0.11
CVS CVS Health Corp. Reduce -17.6% 0.13% −0.09
IXC iShares Global Energy ETF Reduce -0.1% 1.56% −0.07
LAMR Lamar Advertising Co. Class A Reduce -1.3% 3.12% −0.06
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -1.4% 0.75% −0.06
ADM Archer-Daniels-Midland Co. Reduce -0.3% 1.04% −0.05
VEU Vanguard Ftse All-World Ex-U Reduce -1.0% 2.65% −0.05
BLK BlackRock Finance Inc. Reduce -4.0% 0.38% −0.04
WMT Walmart Inc. Reduce -43.5% 0.07% −0.04
IEZ iShares U.S. Oil Equipment & Reduce -0.3% 0.51% −0.04
BAC Bank of America Corp. Reduce -30.4% 0.10% −0.04
IWM iShares Russell 2000 ETF Reduce -23.2% 0.10% −0.04
IGSB iShares 1-5Y Inv Grade Corp. Sold out 0.00% −0.03
PYPL PayPal Holdings Inc. Sold out 0.00% −0.03
BMY Bristol-Myers Squibb Co. Reduce -4.6% 0.09% −0.03
VEA Vanguard Ftse Developed ETF Reduce -4.9% 0.42% −0.03
MO Altria Group Inc. Sold out 0.00% −0.03
MRK Merck & Co. Inc. Reduce -0.7% 0.33% −0.03
SHW The Sherwin-Williams Co. Sold out 0.00% −0.03
GILD Gilead Sciences Inc. Reduce -23.2% 0.07% −0.03
BA The Boeing Co. Sold out 0.00% −0.03
PFE Pfizer Inc. Reduce -7.7% 0.28% −0.02
IXUS iShares Core Intl Stock ETF Reduce -7.5% 0.23% −0.02
PECO Phillips Edison & Company Inc. Reduce -16.7% 0.06% −0.02
UNH Unitedhealth Group Inc. Reduce -7.1% 0.31% −0.02
ETN Eaton Corp. PLC Reduce -19.7% 0.06% −0.02
CSCO Cisco Systems Inc. Reduce -1.0% 0.19% −0.01
GE General Electric Reduce -5.0% 0.07% −0.01
WFC Wells Fargo & Co. Reduce -13.4% 0.08% −0.01
IJH iShares Core S&P Midcap ETF Reduce -13.7% 0.04% −0.01
HON Honeywell International Inc. Reduce -22.7% 0.03% −0.01
IBM Intl Business Machines Corp. Reduce -5.3% 0.04% −0.01
EXC Exelon Corp. Reduce -0.1% 0.05% −0.01
JPM JPMorgan Chase & Co. Reduce -1.2% 0.47% −0.01
CAT Caterpillar Inc. Reduce -1.1% 0.04% −0.00
IEMG iShares Core MSCI Emerging Reduce -4.3% 0.23% −0.00
AXP American Express Co. Reduce -1.1% 1.23% −0.00
SMMD iShares Russell 2500 ETF Reduce -3.4% 0.03% −0.00
ET Energy Transfer LP Reduce -8.0% 0.04% −0.00
BSV Vanguard Short-Term Bond ETF Reduce -1.3% 0.10% −0.00
VTI VG Morningstar TS MKT ETF-US Reduce -0.6% 0.13% +0.00
QQQ Invesco QQQ Trust Series 1 Reduce -1.6% 0.17% +0.01

Portfolio Buys Q1 2024 → Q2 2024
SCHX Schwab US Large-Cap ETF Add +5.3% 0.62% +0.05
GD General Dynamics Corp. New 0.03% +0.03
CEG Constellation Energy Add +1.9% 0.28% +0.02
NVDA Nvidia Corp. Add +0.2% 0.07% +0.02
SCHD Schwab US DVD Equity ETF Add +21.9% 0.09% +0.01
WM Waste Management Inc. Add +0.0% 0.07% −0.00
MCD McDonald's Corp. Add +0.7% 0.03% −0.00
CVX Chevron Corp. Add +0.0% 0.32% −0.01
HSY The Hershey Co. Add +0.0% 0.12% −0.01
CB Chubb Ltd. Add +0.8% 0.77% −0.01
XOM Exxon Mobil Corp. Add +0.5% 2.37% −0.03
SLB SLB Ltd. Add +1.1% 0.51% −0.08
PAYX Paychex Inc. Add +0.3% 2.13% −0.09
SYK Stryker Corp. Add +0.6% 1.96% −0.11

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 119$981.0MPGR, AAPL, VXF, GOOGL, PLTR
Q1 2026 118$928.7MPGR, AAPL, VXF, PLTR, GOOGL
Q4 2025 117$986.2MPGR, AAPL, PLTR, VXF, MSFT
Q3 2025 117$984.1MPGR, AAPL, PLTR, VXF, MSFT
Q2 2025 117$928.4MPGR, AAPL, VXF, MSFT, PLTR
Q1 2025 116$884.4MPGR, AAPL, VXF, MSFT, PLTR
Q4 2024 119$912.3MPGR, AAPL, VXF, MSFT, PLTR
Q3 2024 122$901.1MPGR, AAPL, VXF, MSFT, GOOGL
Q2 2024 110$797.7MPGR, AAPL, MSFT, VXF, GOOGL
Q1 2024 114$791.3MPGR, AAPL, VXF, MSFT, GOOGL