Van Cleef Asset Management,Inc

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 4, 2025), Van Cleef Asset Management,Inc reported 117 stock positions worth $984.1 million. Its top holding was Progressive (PGR) at 18.9% of the portfolio, followed by Apple (AAPL, 11.2%) and Palantir Technologies Class A (PLTR, 8.0%). Compared with Q2 2025, it opened 2 new positions, sold out of 2, added to 22 and reduced 40. The biggest buy was Alphabet Class A (GOOGL, shares +0%) and the biggest sale Progressive (PGR, shares −0%).

Most Recent 13F
Q2 2026
Location
BEACHWOOD, OH
CIK
0001482935
Portfolio Value
$984.1M (Q3 2025)
SEC Filing
0001482935-25-000006 ↗ filed Nov 4, 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 Q1 2025 Q2 2025: $928.4M Q2 2025 Q3 2025: $984.1M $984.1M Q3 2025 Q4 2025: $986.2M Q4 2025 Q1 2026: $928.7M Q1 2026 Q2 2026: $981.0M Q2 2026

Holdings 117 stocks · $984.1M
PGR Progressive Corp. 18.89% 752,570 $185.8M Reduce -0.1%
AAPL Apple Inc. 11.17% 431,592 $109.9M Reduce -0.3%
PLTR Palantir Technologies Inc. Class A 7.98% 430,680 $78.6M Reduce -2.7%
VXF Vanguard Extended Market ETF 7.46% 350,810 $73.4M Reduce -0.3%
MSFT Microsoft Corp. 6.59% 125,228 $64.9M Reduce -0.6%
GOOGL Alphabet Inc. Class A 4.67% 188,859 $45.9M Add +0.2%
VEU Vanguard Ftse All-World Ex-U 2.67% 367,468 $26.2M Add +0.8%
LAMR Lamar Advertising Co. Class A 2.64% 212,552 $26.0M Reduce -0.0%
LIN Linde PLC 2.45% 50,835 $24.1M Reduce -0.3%
VWO Vanguard Ftse Emerging Marke 2.42% 440,157 $23.8M Add +0.6%
GOOG Alphabet Inc. Class C 2.12% 85,857 $20.9M Reduce -0.9%
MKC McCormick & Co.-Non VTG SHRS 2.11% 310,969 $20.8M Add +1.7%
XOM Exxon Mobil Corp. 1.99% 173,896 $19.6M Add +0.2%
PAYX Paychex Inc. 1.85% 143,438 $18.2M Add +0.1%
SYK Stryker Corp. 1.76% 46,939 $17.4M Add +0.1%
CMCSA Comcast Corp. Class A 1.42% 444,981 $14.0M Reduce -3.4%
SCHW Schwab (charles) Corp. 1.41% 145,479 $13.9M Add +0.0%
AXP American Express Co. 1.41% 41,637 $13.8M Reduce -0.3%
IXC iShares Global Energy ETF 1.21% 285,749 $11.9M Reduce -0.9%
PEP Pepsico Inc. 1.18% 82,703 $11.6M Reduce -0.8%
SPY SS SPDR S&P 500 ETF Trust-US 1.09% 16,051 $10.7M No change
VTI VG Morningstar TS MKT ETF-US 1.06% 31,746 $10.4M No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.99% 84,732 $9.7M Add +0.1%
CB Chubb Ltd. 0.69% 24,066 $6.8M Add +0.1%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.67% 31,354 $6.5M Reduce -2.3%
HD Home Depot Inc. 0.63% 15,214 $6.2M Reduce -0.2%
SCHX Schwab US Large-Cap ETF 0.60% 225,572 $5.9M Reduce -2.2%
BRK.B Berkshire Hathaway Inc. Class B 0.52% 10,158 $5.1M Reduce -0.2%
JPM JPMorgan Chase & Co. 0.49% 15,165 $4.8M Reduce -8.8%
VT Vanguard Tot World STK ETF 0.44% 31,471 $4.3M No change
BLK BlackRock Inc. 0.41% 3,424 $4.0M Reduce -0.1%
VEA Vanguard Ftse Developed ETF 0.40% 66,414 $4.0M Reduce -0.2%
JNJ Johnson & Johnson 0.38% 20,399 $3.8M Reduce -1.0%
CEG Constellation Energy 0.38% 11,457 $3.8M Reduce -0.7%
ADP Automatic Data Processing 0.38% 12,701 $3.7M No change
XLK SS Technology Select Sector 0.36% 12,430 $3.5M No change
IEZ iShares U.S. Oil Equipment & 0.35% 176,043 $3.4M Add +8.0%
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.32% 92,225 $3.2M Reduce -6.6%
CL Colgate-Palmolive Co. 0.27% 32,750 $2.6M No change
IEMG iShares Core MSCI Emerging 0.25% 38,517 $2.5M Add +11.7%
CVX Chevron Corp. 0.25% 15,796 $2.5M Reduce -2.2%
PG The Procter & Gamble Co. 0.23% 14,413 $2.2M No change
SCHB Schwab US Broad Market ETF 0.22% 84,793 $2.2M No change
IXUS iShares Core Intl Stock ETF 0.22% 26,222 $2.2M No change
LLY Eli Lilly & Co. 0.21% 2,771 $2.1M Reduce -0.5%
VOO Vanguard S&P 500 ETF 0.18% 2,913 $1.8M No change
CSCO Cisco Systems Inc. 0.18% 26,021 $1.8M Reduce -0.1%
ABBV Abbvie Inc. 0.18% 7,475 $1.7M No change
MRK Merck & Co. Inc. 0.16% 19,058 $1.6M Reduce -1.6%
QQQ Invesco QQQ Trust Series 1 0.16% 2,636 $1.6M Reduce -4.0%
UNH Unitedhealth Group Inc. 0.14% 4,055 $1.4M Reduce -3.8%
SBUX Starbucks Corp. 0.14% 16,281 $1.4M Reduce -0.1%
AMZN Amazon.com Inc. 0.14% 6,199 $1.4M No change
PFE Pfizer Inc. 0.12% 45,547 $1.2M Reduce -0.2%
COST Costco Wholesale Corp. 0.12% 1,240 $1.1M Add +0.1%
XLC SS Comm Select Sector SPDR 0.11% 9,105 $1.1M Add +245.5%
GE General Electric filed as GE AEROSPACE 0.11% 3,507 $1.1M No change
HSY The Hershey Co. 0.10% 5,318 $995K Reduce -1.3%
IVV iShares Core S&P 500 ETF 0.10% 1,483 $993K Reduce -3.6%
WY Weyerhaeuser Co. 0.10% 38,363 $951K Reduce -0.2%
XLI SS Industrial Select Sector 0.09% 5,975 $922K No change
ADM Archer-Daniels-Midland Co. 0.09% 15,339 $916K Reduce -0.2%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.09% 16,460 $849K Reduce -4.6%
BX Blackstone Inc. 0.08% 4,850 $829K No change
WMT Walmart Inc. 0.08% 7,922 $816K No change
NVDA Nvidia Corp. 0.08% 4,357 $813K Add +0.1%
IWM iShares Russell 2000 ETF 0.08% 3,332 $806K No change
META Meta Platforms Inc. Class A 0.08% 1,090 $800K No change
SCHD Schwab US DVD Equity ETF 0.08% 28,433 $776K Add +0.0%
NFLX Netflix Inc. 0.08% 625 $749K No change
DE Deere & Co. 0.08% 1,636 $748K Add +0.1%
BSV Vanguard Short-Term Bond ETF 0.07% 9,280 $732K Reduce -5.1%
GLD SPDR Gold Shares 0.07% 1,993 $708K No change
ABT Abbott Laboratories 0.07% 5,090 $682K No change
MCD McDonald's Corp. 0.07% 2,188 $665K Add +0.2%
WFC Wells Fargo & Co. 0.07% 7,817 $655K Add +0.0%
GILD Gilead Sciences Inc. 0.06% 5,490 $609K No change
WM Waste Management Inc. 0.06% 2,615 $578K Add +0.0%
PH Parker Hannifin Corp. 0.06% 749 $568K No change
GEV GE Vernova Inc. 0.06% 919 $565K No change
EPD Enterprise Products Partners 0.06% 18,000 $563K No change
BMY Bristol-Myers Squibb Co. 0.06% 12,248 $552K Add +0.0%
EXC Exelon Corp. 0.06% 12,244 $551K Reduce -0.2%
VGT Vanguard Info Tech ETF 0.05% 700 $523K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.05% 1,792 $506K No change
ETN Eaton Corp. PLC 0.05% 1,350 $505K No change
LMT Lockheed Martin Corp. 0.05% 900 $449K No change
CAT Caterpillar Inc. 0.04% 915 $437K No change
VHT Vanguard Health Care ETF 0.04% 1,663 $432K No change
AMGN Amgen Inc. 0.04% 1,522 $430K Reduce -1.3%
KO The Coca-Cola Co. 0.04% 6,168 $409K Reduce -13.3%
IJH iShares Core S&P Midcap ETF 0.04% 5,855 $382K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.04% 1,900 $354K No change
VLO Valero Energy Corp. 0.03% 2,000 $341K No change
NOC Northrop Grumman Corp. 0.03% 545 $332K No change
CRWD CrowdStrike Holdings Inc. Class A 0.03% 652 $320K No change
AMP Ameriprise Financial Inc. 0.03% 600 $295K No change
MPLX MPLX LP 0.03% 5,808 $290K No change
ITW Illinois Tool Works 0.03% 1,100 $287K No change
SMMD iShares Russell 2500 ETF 0.03% 3,885 $286K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.03% 582 $279K No change
DUK Duke Energy Corp. 0.03% 2,249 $278K No change
QCOM Qualcomm Inc. 0.03% 1,650 $274K No change
STT State Street Corp. 0.03% 2,300 $267K No change
V Visa Inc. Class A 0.03% 755 $258K No change
ET Energy Transfer LP 0.03% 14,590 $250K Reduce -14.6%
AB Alliancebernstein Holding LP 0.03% 6,525 $249K No change
GD General Dynamics Corp. 0.03% 729 $249K No change
SHW The Sherwin-Williams Co. 0.02% 700 $242K Add +16.7%
VYM Vanguard High DVD Yield ETF 0.02% 1,663 $234K No change
HON Honeywell International Inc. 0.02% 1,100 $232K No change
TT Trane Technologies PLC 0.02% 545 $230K No change
MCHP Microchip Technology Inc. 0.02% 3,500 $225K No change
SHOP Shopify Inc. Class A 0.02% 1,500 $223K New
MAS Masco Corp. 0.02% 3,140 $221K No change
EQL CI Inv SP 500 Equ Weg Ind-Ui 0.02% 4,800 $221K No change
WELL Welltower Inc. 0.02% 1,172 $209K New

Portfolio Sells Q2 2025 → Q3 2025
PGR Progressive Corp. Reduce -0.1% 18.89% −2.77
CMCSA Comcast Corp. Class A Reduce -3.4% 1.42% −0.35
MSFT Microsoft Corp. Reduce -0.6% 6.59% −0.16
LAMR Lamar Advertising Co. Class A Reduce -0.0% 2.64% −0.13
LIN Linde PLC Reduce -0.3% 2.45% −0.12
PECO Phillips Edison & Company Inc. Sold out 0.00% −0.06
SLB SLB Ltd. Reduce -6.6% 0.32% −0.04
JPM JPMorgan Chase & Co. Reduce -8.8% 0.49% −0.03
AXP American Express Co. Reduce -0.3% 1.41% −0.03
CI The Cigna Group Sold out 0.00% −0.02
SBUX Starbucks Corp. Reduce -0.1% 0.14% −0.02
LLY Eli Lilly & Co. Reduce -0.5% 0.21% −0.02
CEG Constellation Energy Reduce -0.7% 0.38% −0.02
CSCO Cisco Systems Inc. Reduce -0.1% 0.18% −0.01
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.2% 0.52% −0.01
KO The Coca-Cola Co. Reduce -13.3% 0.04% −0.01
WY Weyerhaeuser Co. Reduce -0.2% 0.10% −0.01
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -2.3% 0.67% −0.01
IXC iShares Global Energy ETF Reduce -0.9% 1.21% −0.01
BSV Vanguard Short-Term Bond ETF Reduce -5.1% 0.07% −0.01
ET Energy Transfer LP Reduce -14.6% 0.03% −0.01
PEP Pepsico Inc. Reduce -0.8% 1.18% −0.01
VEA Vanguard Ftse Developed ETF Reduce -0.2% 0.40% −0.00
SCHX Schwab US Large-Cap ETF Reduce -2.2% 0.60% −0.00
AMGN Amgen Inc. Reduce -1.3% 0.04% −0.00
MRK Merck & Co. Inc. Reduce -1.6% 0.16% −0.00
QQQ Invesco QQQ Trust Series 1 Reduce -4.0% 0.16% −0.00
IVV iShares Core S&P 500 ETF Reduce -3.6% 0.10% −0.00
BAC Bank of America Corp. Reduce -4.6% 0.09% −0.00
EXC Exelon Corp. Reduce -0.2% 0.06% −0.00
PFE Pfizer Inc. Reduce -0.2% 0.12% −0.00
CVX Chevron Corp. Reduce -2.2% 0.25% +0.00
UNH Unitedhealth Group Inc. Reduce -3.8% 0.14% +0.00
HSY The Hershey Co. Reduce -1.3% 0.10% +0.00
ADM Archer-Daniels-Midland Co. Reduce -0.2% 0.09% +0.01
BLK BlackRock Inc. Reduce -0.1% 0.41% +0.02
HD Home Depot Inc. Reduce -0.2% 0.63% +0.02
JNJ Johnson & Johnson Reduce -1.0% 0.38% +0.05
VXF Vanguard Extended Market ETF Reduce -0.3% 7.46% +0.16
GOOG Alphabet Inc. Class C Reduce -0.9% 2.12% +0.47
PLTR Palantir Technologies Inc. Class A Reduce -2.7% 7.98% +1.48
AAPL Apple Inc. Reduce -0.3% 11.17% +1.60

Portfolio Buys Q2 2025 → Q3 2025
GOOGL Alphabet Inc. Class A Add +0.2% 4.67% +1.09
VWO Vanguard Ftse Emerging Marke Add +0.6% 2.42% +0.09
XLC SS Comm Select Sector SPDR Add +245.5% 0.11% +0.08
IEZ iShares U.S. Oil Equipment & Add +8.0% 0.35% +0.05
IEMG iShares Core MSCI Emerging Add +11.7% 0.25% +0.03
VEU Vanguard Ftse All-World Ex-U Add +0.8% 2.67% +0.02
SHOP Shopify Inc. Class A New 0.02% +0.02
WELL Welltower Inc. New 0.02% +0.02
NVDA Nvidia Corp. Add +0.1% 0.08% +0.01
SHW The Sherwin-Williams Co. Add +16.7% 0.02% +0.00
WFC Wells Fargo & Co. Add +0.0% 0.07% −0.00
MCD McDonald's Corp. Add +0.2% 0.07% −0.00
SCHD Schwab US DVD Equity ETF Add +0.0% 0.08% −0.00
BMY Bristol-Myers Squibb Co. Add +0.0% 0.06% −0.00
WM Waste Management Inc. Add +0.0% 0.06% −0.01
DE Deere & Co. Add +0.1% 0.08% −0.01
COST Costco Wholesale Corp. Add +0.1% 0.12% −0.02
SCHW Schwab (charles) Corp. Add +0.0% 1.41% −0.02
XOM Exxon Mobil Corp. Add +0.2% 1.99% −0.02
CB Chubb Ltd. Add +0.1% 0.69% −0.06
DIS The Walt Disney Co. Add +0.1% 0.99% −0.14
SYK Stryker Corp. Add +0.1% 1.76% −0.24
MKC McCormick & Co.-Non VTG SHRS Add +1.7% 2.11% −0.38
PAYX Paychex Inc. Add +0.1% 1.85% −0.40

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