Van Cleef Asset Management,Inc

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 5, 2025), Van Cleef Asset Management,Inc reported 119 stock positions worth $912.3 million. Its top holding was Progressive (PGR) at 20.8% of the portfolio, followed by Apple (AAPL, 12.4%) and Vanguard Extended Market ETF (VXF, 7.3%). Compared with Q3 2024, it opened 4 new positions, sold out of 7, added to 29 and reduced 36. The biggest buy was Alphabet Class A (GOOGL, shares +1%) and the biggest sale Progressive (PGR, shares −2%).

Most Recent 13F
Q2 2026
Location
BEACHWOOD, OH
CIK
0001482935
Portfolio Value
$912.3M (Q4 2024)
SEC Filing
0001482935-25-000001 ↗ filed Feb 5, 2025

Holdings Value

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $791.3M Q1 2024 Q2 2024: $797.7M Q2 2024 Q3 2024: $901.1M Q3 2024 Q4 2024: $912.3M $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 119 stocks · $912.3M
PGR Progressive Corp. 20.76% 790,454 $189.4M Reduce -1.8%
AAPL Apple Inc. 12.41% 452,000 $113.2M Reduce -0.6%
VXF Vanguard Extended Market ETF 7.27% 349,040 $66.3M Reduce -0.1%
MSFT Microsoft Corp. 5.93% 128,363 $54.1M Add +0.3%
PLTR Palantir Technologies Inc. Class A 5.74% 692,578 $52.4M Reduce -0.7%
GOOGL Alphabet Inc. Class A 3.88% 186,994 $35.4M Add +1.0%
LAMR Lamar Advertising Co. Class A 2.79% 209,395 $25.5M Add +0.2%
LIN Linde PLC 2.34% 51,012 $21.4M Add +0.8%
VEU Vanguard Ftse All-World Ex-U 2.27% 361,235 $20.7M Add +0.5%
PAYX Paychex Inc. 2.24% 145,522 $20.4M Add +0.2%
VWO Vanguard Ftse Emerging Marke 2.08% 429,821 $18.9M Reduce -0.2%
XOM Exxon Mobil Corp. 2.06% 175,039 $18.8M Add +1.3%
GOOG Alphabet Inc. Class C 1.89% 90,620 $17.3M Reduce -0.9%
SYK Stryker Corp. 1.84% 46,738 $16.8M Reduce -0.2%
MKC McCormick & Co.-Non VTG SHRS 1.74% 208,320 $15.9M Add +0.7%
PEP Pepsico Inc. 1.43% 85,678 $13.0M Add +0.7%
AXP American Express Co. 1.37% 42,142 $12.5M Add +0.1%
IXC iShares Global Energy ETF 1.22% 292,257 $11.2M Reduce -1.0%
CMCSA Comcast Corp. Class A 1.18% 286,186 $10.7M Add +7.2%
SCHW Schwab (charles) Corp. 1.17% 143,969 $10.7M Reduce -0.4%
VTI VG Morningstar TS MKT ETF-US 1.13% 35,570 $10.3M Reduce -0.2%
SPY SS SPDR S&P 500 ETF Trust-US 1.07% 16,646 $9.8M Reduce -0.4%
DIS The Walt Disney Co. filed as DISNEY WALT CO 1.01% 83,068 $9.2M Reduce -2.9%
ADM Archer-Daniels-Midland Co. 0.75% 135,821 $6.9M Reduce -1.3%
CB Chubb Ltd. 0.73% 24,193 $6.7M Add +0.6%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.71% 32,776 $6.5M Add +0.1%
HD Home Depot Inc. 0.65% 15,271 $5.9M Add +0.0%
SCHX Schwab US Large-Cap ETF 0.61% 239,867 $5.6M Add +1.2%
BRK.B Berkshire Hathaway Inc. Class B 0.53% 10,569 $4.8M No change
WY Weyerhaeuser Co. 0.52% 169,074 $4.8M Reduce -0.4%
JPM JPMorgan Chase & Co. 0.46% 17,387 $4.2M Reduce -1.8%
BLK BlackRock Inc. 0.43% 3,809 $3.9M Add +1.2%
VT Vanguard Tot World STK ETF 0.41% 31,471 $3.7M No change
ADP Automatic Data Processing 0.40% 12,586 $3.7M No change
IEZ iShares U.S. Oil Equipment & 0.38% 177,206 $3.5M Add +0.1%
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.38% 91,140 $3.5M Add +5.3%
XLK SS Technology Select Sector 0.37% 14,440 $3.4M Add +2.3%
VEA Vanguard Ftse Developed ETF 0.37% 70,053 $3.3M Reduce -0.1%
JNJ Johnson & Johnson 0.37% 23,053 $3.3M Reduce -1.0%
CL Colgate-Palmolive Co. 0.33% 32,750 $3.0M No change
UNH Unitedhealth Group Inc. 0.31% 5,503 $2.8M Reduce -0.1%
LLY Eli Lilly & Co. 0.29% 3,396 $2.6M Reduce -6.0%
CEG Constellation Energy 0.28% 11,495 $2.6M Add +1.5%
PG The Procter & Gamble Co. 0.27% 14,513 $2.4M No change
CVX Chevron Corp. 0.26% 16,143 $2.3M Reduce -1.1%
SCHB Schwab US Broad Market ETF 0.23% 92,448 $2.1M No change
MRK Merck & Co. Inc. 0.23% 21,008 $2.1M Reduce -0.3%
IEMG iShares Core MSCI Emerging 0.20% 35,387 $1.8M No change
IXUS iShares Core Intl Stock ETF 0.20% 27,058 $1.8M No change
CSCO Cisco Systems Inc. 0.19% 28,627 $1.7M Reduce -2.0%
AMZN Amazon.com Inc. 0.18% 7,453 $1.6M Add +0.8%
VOO Vanguard S&P 500 ETF 0.17% 2,925 $1.6M No change
SBUX Starbucks Corp. 0.16% 16,470 $1.5M No change
QQQ Invesco QQQ Trust Series 1 0.16% 2,791 $1.4M Reduce -1.3%
ABBV Abbvie Inc. 0.15% 7,705 $1.4M No change
IVV iShares Core S&P 500 ETF 0.14% 2,211 $1.3M Reduce -1.6%
PFE Pfizer Inc. 0.14% 47,852 $1.3M Reduce -5.0%
COST Costco Wholesale Corp. 0.13% 1,338 $1.2M Add +0.8%
BX Blackstone Inc. 0.11% 5,850 $1.0M No change
IWM iShares Russell 2000 ETF 0.10% 4,247 $938K No change
HSY The Hershey Co. 0.10% 5,398 $914K Add +0.5%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.09% 18,935 $832K Reduce -1.5%
BMY Bristol-Myers Squibb Co. 0.09% 14,672 $830K Add +0.0%
META Meta Platforms Inc. Class A 0.09% 1,385 $811K No change
SCHD Schwab US DVD Equity ETF 0.09% 29,573 $808K Add +0.9%
WFC Wells Fargo & Co. 0.09% 11,315 $795K Add +0.0%
XLI SS Industrial Select Sector 0.09% 5,975 $787K No change
BSV Vanguard Short-Term Bond ETF 0.08% 9,765 $755K Reduce -2.5%
WMT Walmart Inc. 0.08% 7,800 $705K No change
MCD McDonald's Corp. 0.08% 2,425 $703K Add +0.2%
DE Deere & Co. 0.08% 1,634 $692K Reduce -0.9%
NVDA Nvidia Corp. 0.07% 4,750 $638K No change
ABT Abbott Laboratories 0.07% 5,290 $598K Reduce -8.6%
GE General Electric filed as GE AEROSPACE 0.06% 3,532 $589K No change
PECO Phillips Edison & Company Inc. 0.06% 15,700 $588K No change
KO The Coca-Cola Co. 0.06% 9,310 $580K No change
GLD SPDR Gold Shares 0.06% 2,393 $579K No change
NFLX Netflix Inc. 0.06% 650 $579K No change
GILD Gilead Sciences Inc. 0.06% 5,955 $550K Reduce -5.0%
WM Waste Management Inc. 0.06% 2,611 $527K Add +0.0%
EPD Enterprise Products Partners 0.06% 16,748 $525K No change
VHT Vanguard Health Care ETF 0.06% 2,000 $507K No change
ETN Eaton Corp. PLC 0.06% 1,525 $506K No change
LMT Lockheed Martin Corp. 0.05% 1,000 $486K No change
PH Parker Hannifin Corp. 0.05% 749 $476K Reduce -1.3%
EXC Exelon Corp. 0.05% 12,428 $468K Reduce -0.3%
AMGN Amgen Inc. 0.05% 1,682 $438K Reduce -16.4%
VGT Vanguard Info Tech ETF 0.05% 700 $435K No change
CVS CVS Health Corp. 0.05% 9,504 $427K Reduce -45.6%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.04% 1,792 $394K No change
IJH iShares Core S&P Midcap ETF 0.04% 5,870 $366K No change
ET Energy Transfer LP 0.04% 17,090 $335K Reduce -13.3%
CAT Caterpillar Inc. 0.04% 920 $334K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.04% 1,900 $322K No change
EMR Emerson Electric Co. 0.04% 2,592 $321K No change
WDAY Workday Inc. Class A 0.03% 1,200 $310K No change
GEV GE Vernova Inc. 0.03% 925 $304K No change
DUK Duke Energy Corp. 0.03% 2,749 $296K No change
HON Honeywell International Inc. 0.03% 1,275 $288K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.03% 700 $287K No change

Show all 119 holdings

Portfolio Sells Q3 2024 → Q4 2024
PGR Progressive Corp. Reduce -1.8% 20.76% −1.91
VWO Vanguard Ftse Emerging Marke Reduce -0.2% 2.08% −0.21
ADM Archer-Daniels-Midland Co. Reduce -1.3% 0.75% −0.16
WY Weyerhaeuser Co. Reduce -0.4% 0.52% −0.12
IXC iShares Global Energy ETF Reduce -1.0% 1.22% −0.10
CVS CVS Health Corp. Reduce -45.6% 0.05% −0.08
LLY Eli Lilly & Co. Reduce -6.0% 0.29% −0.07
JNJ Johnson & Johnson Reduce -1.0% 0.37% −0.05
UNH Unitedhealth Group Inc. Reduce -0.1% 0.31% −0.05
VEA Vanguard Ftse Developed ETF Reduce -0.1% 0.37% −0.04
MRK Merck & Co. Inc. Reduce -0.3% 0.23% −0.04
SYK Stryker Corp. Reduce -0.2% 1.84% −0.03
LYB Lyondellbasell Indu Class A Sold out 0.00% −0.03
MDLZ Mondelez International Inc. Class A Sold out 0.00% −0.03
NDSN Nordson Corp. Sold out 0.00% −0.03
PM Philip Morris International Sold out 0.00% −0.03
CI The Cigna Group Sold out 0.00% −0.02
CMG Chipotle Mexican Grill Inc. Sold out 0.00% −0.02
AMGN Amgen Inc. Reduce -16.4% 0.05% −0.02
GD General Dynamics Corp. Sold out 0.00% −0.02
PFE Pfizer Inc. Reduce -5.0% 0.14% −0.02
CVX Chevron Corp. Reduce -1.1% 0.26% −0.01
ABT Abbott Laboratories Reduce -8.6% 0.07% −0.01
EXC Exelon Corp. Reduce -0.3% 0.05% −0.00
BSV Vanguard Short-Term Bond ETF Reduce -2.5% 0.08% −0.00
IVV iShares Core S&P 500 ETF Reduce -1.6% 0.14% −0.00
PH Parker Hannifin Corp. Reduce -1.3% 0.05% −0.00
SMMD iShares Russell 2500 ETF Reduce -1.6% 0.03% −0.00
DE Deere & Co. Reduce -0.9% 0.08% −0.00
ET Energy Transfer LP Reduce -13.3% 0.04% +0.00
GILD Gilead Sciences Inc. Reduce -5.0% 0.06% +0.00
QQQ Invesco QQQ Trust Series 1 Reduce -1.3% 0.16% +0.00
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.4% 1.07% +0.01
BAC Bank of America Corp. Reduce -1.5% 0.09% +0.01
VTI VG Morningstar TS MKT ETF-US Reduce -0.2% 1.13% +0.01
CSCO Cisco Systems Inc. Reduce -2.0% 0.19% +0.01
JPM JPMorgan Chase & Co. Reduce -1.8% 0.46% +0.04
DIS The Walt Disney Co. Reduce -2.9% 1.01% +0.10
SCHW Schwab (charles) Corp. Reduce -0.4% 1.17% +0.13
GOOG Alphabet Inc. Class C Reduce -0.9% 1.89% +0.19
VXF Vanguard Extended Market ETF Reduce -0.1% 7.27% +0.22
AAPL Apple Inc. Reduce -0.6% 12.41% +0.65
PLTR Palantir Technologies Inc. Class A Reduce -0.7% 5.74% +2.86

Portfolio Buys Q3 2024 → Q4 2024
GOOGL Alphabet Inc. Class A Add +1.0% 3.88% +0.47
AXP American Express Co. Add +0.1% 1.37% +0.10
PAYX Paychex Inc. Add +0.2% 2.24% +0.07
BLK BlackRock Inc. Add +1.2% 0.43% +0.03
AMP Ameriprise Financial Inc. New 0.03% +0.03
AMZN Amazon.com Inc. Add +0.8% 0.18% +0.03
MAS Masco Corp. New 0.03% +0.03
XLF SS Financial Select Sector New 0.02% +0.02
SHW The Sherwin-Williams Co. New 0.02% +0.02
WFC Wells Fargo & Co. Add +0.0% 0.09% +0.02
XLK SS Technology Select Sector Add +2.3% 0.37% +0.01
SCHX Schwab US Large-Cap ETF Add +1.2% 0.61% +0.01
BMY Bristol-Myers Squibb Co. Add +0.0% 0.09% +0.01
COST Costco Wholesale Corp. Add +0.8% 0.13% +0.00
V Visa Inc. Class A Add +0.2% 0.03% +0.00
WM Waste Management Inc. Add +0.0% 0.06% −0.00
SCHD Schwab US DVD Equity ETF Add +0.9% 0.09% −0.00
MCD McDonald's Corp. Add +0.2% 0.08% −0.00
IEZ iShares U.S. Oil Equipment & Add +0.1% 0.38% −0.01
HSY The Hershey Co. Add +0.5% 0.10% −0.01
VBR Vngrd Mrngst SL-CP Val ETF-U Add +0.1% 0.71% −0.02
SLB SLB Ltd. Add +5.3% 0.38% −0.02
HD Home Depot Inc. Add +0.0% 0.65% −0.04
CB Chubb Ltd. Add +0.6% 0.73% −0.04
CEG Constellation Energy Add +1.5% 0.28% −0.05
CMCSA Comcast Corp. Class A Add +7.2% 1.18% −0.06
MKC McCormick & Co.-Non VTG SHRS Add +0.7% 1.74% −0.15
PEP Pepsico Inc. Add +0.7% 1.43% −0.18
MSFT Microsoft Corp. Add +0.3% 5.93% −0.18
XOM Exxon Mobil Corp. Add +1.3% 2.06% −0.18
VEU Vanguard Ftse All-World Ex-U Add +0.5% 2.27% −0.24
LAMR Lamar Advertising Co. Class A Add +0.2% 2.79% −0.30
LIN Linde PLC Add +0.8% 2.34% −0.34

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