Van Cleef Asset Management,Inc

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 30, 2025), Van Cleef Asset Management,Inc reported 116 stock positions worth $884.4 million. Its top holding was Progressive (PGR) at 23.7% of the portfolio, followed by Apple (AAPL, 11.0%) and Vanguard Extended Market ETF (VXF, 6.9%). Compared with Q4 2024, it opened 2 new positions, sold out of 5, added to 28 and reduced 54. The biggest buy was Comcast Class A (CMCSA, shares +62%) and the biggest sale Palantir Technologies Class A (PLTR, shares −35%).

Most Recent 13F
Q2 2026
Location
BEACHWOOD, OH
CIK
0001482935
Portfolio Value
$884.4M (Q1 2025)
SEC Filing
0001482935-25-000003 ↗ filed Apr 30, 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 Q4 2024 Q1 2025: $884.4M $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 116 stocks · $884.4M
PGR Progressive Corp. 23.71% 740,856 $209.7M Reduce -6.3%
AAPL Apple Inc. 10.99% 437,416 $97.2M Reduce -3.2%
VXF Vanguard Extended Market ETF 6.86% 352,034 $60.6M Add +0.9%
MSFT Microsoft Corp. 5.37% 126,561 $47.5M Reduce -1.4%
PLTR Palantir Technologies Inc. Class A 4.28% 448,602 $37.9M Reduce -35.2%
GOOGL Alphabet Inc. Class A 3.33% 190,194 $29.4M Add +1.7%
LAMR Lamar Advertising Co. Class A 2.70% 210,116 $23.9M Add +0.3%
LIN Linde PLC 2.69% 51,104 $23.8M Add +0.2%
PAYX Paychex Inc. 2.51% 144,148 $22.2M Reduce -0.9%
VEU Vanguard Ftse All-World Ex-U 2.51% 366,543 $22.2M Add +1.5%
MKC McCormick & Co.-Non VTG SHRS 2.34% 251,814 $20.7M Add +20.9%
XOM Exxon Mobil Corp. 2.31% 171,809 $20.4M Reduce -1.9%
VWO Vanguard Ftse Emerging Marke 2.25% 439,410 $19.9M Add +2.2%
SYK Stryker Corp. 1.98% 46,998 $17.5M Add +0.6%
CMCSA Comcast Corp. Class A 1.93% 462,255 $17.1M Add +61.5%
GOOG Alphabet Inc. Class C 1.56% 88,033 $13.8M Reduce -2.9%
PEP Pepsico Inc. 1.45% 85,233 $12.8M Reduce -0.5%
IXC iShares Global Energy ETF 1.38% 290,807 $12.2M Reduce -0.5%
SCHW Schwab (charles) Corp. 1.29% 145,479 $11.4M Add +1.1%
AXP American Express Co. 1.28% 42,182 $11.3M Add +0.1%
SPY SS SPDR S&P 500 ETF Trust-US 1.05% 16,526 $9.2M Reduce -0.7%
VTI VG Morningstar TS MKT ETF-US 0.99% 31,816 $8.7M Reduce -10.6%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.96% 85,960 $8.5M Add +3.5%
CB Chubb Ltd. 0.83% 24,265 $7.3M Add +0.3%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.69% 32,516 $6.1M Reduce -0.8%
HD Home Depot Inc. 0.64% 15,331 $5.6M Add +0.4%
BRK.B Berkshire Hathaway Inc. Class B 0.61% 10,172 $5.4M Reduce -3.8%
SCHX Schwab US Large-Cap ETF 0.59% 234,901 $5.2M Reduce -2.1%
JPM JPMorgan Chase & Co. 0.47% 16,840 $4.1M Reduce -3.1%
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.45% 95,972 $4.0M Add +5.3%
ADP Automatic Data Processing 0.44% 12,701 $3.9M Add +0.9%
VT Vanguard Tot World STK ETF 0.41% 31,471 $3.6M No change
BLK BlackRock Inc. 0.40% 3,778 $3.6M Reduce -0.8%
JNJ Johnson & Johnson 0.40% 21,185 $3.5M Reduce -8.1%
IEZ iShares U.S. Oil Equipment & 0.39% 175,712 $3.4M Reduce -0.8%
VEA Vanguard Ftse Developed ETF 0.38% 66,953 $3.4M Reduce -4.4%
CL Colgate-Palmolive Co. 0.35% 32,750 $3.1M No change
XLK SS Technology Select Sector 0.33% 14,105 $2.9M Reduce -2.3%
LLY Eli Lilly & Co. 0.32% 3,396 $2.8M No change
CVX Chevron Corp. 0.31% 16,144 $2.7M Add +0.0%
PG The Procter & Gamble Co. 0.28% 14,413 $2.5M Reduce -0.7%
UNH Unitedhealth Group Inc. 0.27% 4,531 $2.4M Reduce -17.7%
CEG Constellation Energy 0.27% 11,643 $2.3M Add +1.3%
SCHB Schwab US Broad Market ETF 0.22% 90,148 $1.9M Reduce -2.5%
IEMG iShares Core MSCI Emerging 0.21% 34,752 $1.9M Reduce -1.8%
IXUS iShares Core Intl Stock ETF 0.21% 26,222 $1.8M Reduce -3.1%
MRK Merck & Co. Inc. 0.20% 19,358 $1.7M Reduce -7.8%
ABBV Abbvie Inc. 0.18% 7,705 $1.6M No change
CSCO Cisco Systems Inc. 0.18% 26,157 $1.6M Reduce -8.6%
SBUX Starbucks Corp. 0.18% 16,301 $1.6M Reduce -1.0%
VOO Vanguard S&P 500 ETF 0.17% 2,911 $1.5M Reduce -0.5%
QQQ Invesco QQQ Trust Series 1 0.15% 2,746 $1.3M Reduce -1.6%
COST Costco Wholesale Corp. 0.14% 1,338 $1.3M No change
PFE Pfizer Inc. 0.14% 47,663 $1.2M Reduce -0.4%
AMZN Amazon.com Inc. 0.14% 6,308 $1.2M Reduce -15.4%
IVV iShares Core S&P 500 ETF 0.12% 1,889 $1.1M Reduce -14.6%
WY Weyerhaeuser Co. 0.12% 35,349 $1.0M Reduce -79.1%
HSY The Hershey Co. 0.10% 5,398 $923K No change
BMY Bristol-Myers Squibb Co. 0.09% 13,685 $835K Reduce -6.7%
IWM iShares Russell 2000 ETF 0.09% 4,132 $824K Reduce -2.7%
BX Blackstone Inc. 0.09% 5,850 $818K No change
SCHD Schwab US DVD Equity ETF 0.09% 29,136 $815K Reduce -1.5%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.09% 18,783 $784K Reduce -0.8%
XLI SS Industrial Select Sector 0.09% 5,975 $783K No change
META Meta Platforms Inc. Class A 0.09% 1,340 $772K Reduce -3.3%
BSV Vanguard Short-Term Bond ETF 0.09% 9,830 $769K Add +0.7%
DE Deere & Co. 0.09% 1,635 $767K Add +0.1%
ABT Abbott Laboratories 0.08% 5,379 $714K Add +1.7%
GE General Electric filed as GE AEROSPACE 0.08% 3,554 $711K Add +0.6%
WMT Walmart Inc. 0.08% 7,922 $695K Add +1.6%
GLD SPDR Gold Shares 0.08% 2,393 $690K No change
MCD McDonald's Corp. 0.08% 2,206 $689K Reduce -9.0%
ADM Archer-Daniels-Midland Co. 0.08% 14,152 $679K Reduce -89.6%
GILD Gilead Sciences Inc. 0.07% 5,490 $615K Reduce -7.8%
NFLX Netflix Inc. 0.07% 650 $606K No change
WM Waste Management Inc. 0.07% 2,613 $605K Add +0.1%
EXC Exelon Corp. 0.07% 12,497 $576K Add +0.6%
PECO Phillips Edison & Company Inc. 0.06% 15,700 $573K No change
EPD Enterprise Products Partners 0.06% 16,748 $572K No change
WFC Wells Fargo & Co. 0.06% 7,816 $561K Reduce -30.9%
NVDA Nvidia Corp. 0.06% 4,750 $515K No change
AMGN Amgen Inc. 0.06% 1,642 $512K Reduce -2.4%
KO The Coca-Cola Co. 0.06% 7,118 $510K Reduce -23.5%
PH Parker Hannifin Corp. 0.05% 749 $455K No change
LMT Lockheed Martin Corp. 0.05% 1,000 $447K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.05% 1,792 $446K No change
VHT Vanguard Health Care ETF 0.05% 1,663 $440K Reduce -16.9%
ETN Eaton Corp. PLC 0.05% 1,525 $415K No change
VGT Vanguard Info Tech ETF 0.04% 700 $380K No change
IJH iShares Core S&P Midcap ETF 0.04% 5,855 $342K Reduce -0.3%
XLC SS Comm Select Sector SPDR 0.04% 3,505 $338K New
VTV Vanguard Mrngstr Val ETF-Aui 0.04% 1,900 $328K No change
DUK Duke Energy Corp. 0.04% 2,649 $323K Reduce -3.6%
ET Energy Transfer LP 0.04% 17,090 $318K No change
MPLX MPLX LP 0.04% 5,808 $311K No change
CAT Caterpillar Inc. 0.03% 915 $302K Reduce -0.5%
V Visa Inc. Class A 0.03% 832 $292K Reduce -2.4%
AMP Ameriprise Financial Inc. 0.03% 600 $290K Add +20.0%
GEV GE Vernova Inc. 0.03% 931 $284K Add +0.7%
WDAY Workday Inc. Class A 0.03% 1,200 $280K No change

Show all 116 holdings

Portfolio Sells Q4 2024 → Q1 2025
PLTR Palantir Technologies Inc. Class A Reduce -35.2% 4.28% −1.46
AAPL Apple Inc. Reduce -3.2% 10.99% −1.42
ADM Archer-Daniels-Midland Co. Reduce -89.6% 0.08% −0.68
MSFT Microsoft Corp. Reduce -1.4% 5.37% −0.56
WY Weyerhaeuser Co. Reduce -79.1% 0.12% −0.40
GOOG Alphabet Inc. Class C Reduce -2.9% 1.56% −0.34
VTI VG Morningstar TS MKT ETF-US Reduce -10.6% 0.99% −0.14
CVS CVS Health Corp. Sold out 0.00% −0.05
AMZN Amazon.com Inc. Reduce -15.4% 0.14% −0.04
XLK SS Technology Select Sector Reduce -2.3% 0.33% −0.04
UNH Unitedhealth Group Inc. Reduce -17.7% 0.27% −0.04
EMR Emerson Electric Co. Sold out 0.00% −0.04
MRK Merck & Co. Inc. Reduce -7.8% 0.20% −0.03
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -0.8% 0.69% −0.03
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.7% 1.05% −0.02
BLK BlackRock Inc. Reduce -0.8% 0.40% −0.02
WFC Wells Fargo & Co. Reduce -30.9% 0.06% −0.02
QQQM Invesco Nasdaq 100 ETF Sold out 0.00% −0.02
SCHX Schwab US Large-Cap ETF Reduce -2.1% 0.59% −0.02
IVV iShares Core S&P 500 ETF Reduce -14.6% 0.12% −0.02
TT Trane Technologies PLC Sold out 0.00% −0.02
MCHP Microchip Technology Inc. Sold out 0.00% −0.02
QQQ Invesco QQQ Trust Series 1 Reduce -1.6% 0.15% −0.01
SCHB Schwab US Broad Market ETF Reduce -2.5% 0.22% −0.01
IWM iShares Russell 2000 ETF Reduce -2.7% 0.09% −0.01
VUG Vanguard Mrngstar GR ETF-Sui Reduce -16.9% 0.02% −0.01
KO The Coca-Cola Co. Reduce -23.5% 0.06% −0.01
VHT Vanguard Health Care ETF Reduce -16.9% 0.05% −0.01
SMMD iShares Russell 2500 ETF Reduce -7.7% 0.03% −0.00
VYM Vanguard High DVD Yield ETF Reduce -16.9% 0.02% −0.00
VOO Vanguard S&P 500 ETF Reduce -0.5% 0.17% −0.00
CSCO Cisco Systems Inc. Reduce -8.6% 0.18% −0.00
BAC Bank of America Corp. Reduce -0.8% 0.09% −0.00
PFE Pfizer Inc. Reduce -0.4% 0.14% −0.00
CAT Caterpillar Inc. Reduce -0.5% 0.03% −0.00
STT State Street Corp. Reduce -2.1% 0.02% −0.00
META Meta Platforms Inc. Class A Reduce -3.3% 0.09% −0.00
IJH iShares Core S&P Midcap ETF Reduce -0.3% 0.04% −0.00
MCD McDonald's Corp. Reduce -9.0% 0.08% +0.00
IEZ iShares U.S. Oil Equipment & Reduce -0.8% 0.39% +0.00
BMY Bristol-Myers Squibb Co. Reduce -6.7% 0.09% +0.00
V Visa Inc. Class A Reduce -2.4% 0.03% +0.00
SCHD Schwab US DVD Equity ETF Reduce -1.5% 0.09% +0.00
DUK Duke Energy Corp. Reduce -3.6% 0.04% +0.00
GILD Gilead Sciences Inc. Reduce -7.8% 0.07% +0.01
IEMG iShares Core MSCI Emerging Reduce -1.8% 0.21% +0.01
AMGN Amgen Inc. Reduce -2.4% 0.06% +0.01
JPM JPMorgan Chase & Co. Reduce -3.1% 0.47% +0.01
IXUS iShares Core Intl Stock ETF Reduce -3.1% 0.21% +0.01
PG The Procter & Gamble Co. Reduce -0.7% 0.28% +0.01

Portfolio Buys Q4 2024 → Q1 2025
CMCSA Comcast Corp. Class A Add +61.5% 1.93% +0.75
MKC McCormick & Co.-Non VTG SHRS Add +20.9% 2.34% +0.60
LIN Linde PLC Add +0.2% 2.69% +0.35
VEU Vanguard Ftse All-World Ex-U Add +1.5% 2.51% +0.24
VWO Vanguard Ftse Emerging Marke Add +2.2% 2.25% +0.17
SYK Stryker Corp. Add +0.6% 1.98% +0.13
SCHW Schwab (charles) Corp. Add +1.1% 1.29% +0.12
CB Chubb Ltd. Add +0.3% 0.83% +0.10
SLB SLB Ltd. Add +5.3% 0.45% +0.07
CVX Chevron Corp. Add +0.0% 0.31% +0.05
XLC SS Comm Select Sector SPDR New 0.04% +0.04
ADP Automatic Data Processing Add +0.9% 0.44% +0.03
CI The Cigna Group New 0.02% +0.02
GE General Electric Add +0.6% 0.08% +0.02
ABT Abbott Laboratories Add +1.7% 0.08% +0.02
EXC Exelon Corp. Add +0.6% 0.07% +0.01
DE Deere & Co. Add +0.1% 0.09% +0.01
WM Waste Management Inc. Add +0.1% 0.07% +0.01
BSV Vanguard Short-Term Bond ETF Add +0.7% 0.09% +0.00
AMP Ameriprise Financial Inc. Add +20.0% 0.03% +0.00
WMT Walmart Inc. Add +1.6% 0.08% +0.00
HON Honeywell International Inc. Add +3.4% 0.03% 0.00
GEV GE Vernova Inc. Add +0.7% 0.03% −0.00
HD Home Depot Inc. Add +0.4% 0.64% −0.02
CEG Constellation Energy Add +1.3% 0.27% −0.02
DIS The Walt Disney Co. Add +3.5% 0.96% −0.05
AXP American Express Co. Add +0.1% 1.28% −0.09
LAMR Lamar Advertising Co. Class A Add +0.3% 2.70% −0.09
VXF Vanguard Extended Market ETF Add +0.9% 6.86% −0.41
GOOGL Alphabet Inc. Class A Add +1.7% 3.33% −0.55

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