Van Cleef Asset Management,Inc

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 9, 2026), Van Cleef Asset Management,Inc reported 117 stock positions worth $986.2 million. Its top holding was Progressive (PGR) at 17.6% of the portfolio, followed by Apple (AAPL, 11.7%) and Palantir Technologies Class A (PLTR, 7.6%). Compared with Q3 2025, it opened 3 new positions, sold out of 3, added to 24 and reduced 50. The biggest buy was Paychex (PAYX, shares +44%) and the biggest sale Comcast Class A (CMCSA, shares −47%).

Most Recent 13F
Q2 2026
Location
BEACHWOOD, OH
CIK
0001482935
Portfolio Value
$986.2M (Q4 2025)
SEC Filing
0001482935-26-000001 ↗ filed Feb 9, 2026

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 Q3 2025 Q4 2025: $986.2M $986.2M Q4 2025 Q1 2026: $928.7M Q1 2026 Q2 2026: $981.0M Q2 2026

Holdings 117 stocks · $986.2M
PGR Progressive Corp. 17.58% 761,587 $173.4M Add +1.2%
AAPL Apple Inc. 11.74% 425,758 $115.7M Reduce -1.4%
PLTR Palantir Technologies Inc. Class A 7.62% 423,058 $75.2M Reduce -1.8%
VXF Vanguard Extended Market ETF 7.40% 348,871 $73.0M Reduce -0.6%
MSFT Microsoft Corp. 6.09% 124,132 $60.0M Reduce -0.9%
GOOGL Alphabet Inc. Class A 5.95% 187,560 $58.7M Reduce -0.7%
VEU Vanguard Ftse All-World Ex-U 2.73% 366,513 $27.0M Reduce -0.3%
LAMR Lamar Advertising Co. Class A 2.73% 212,358 $26.9M Reduce -0.1%
GOOG Alphabet Inc. Class C 2.67% 83,756 $26.3M Reduce -2.5%
VWO Vanguard Ftse Emerging Marke 2.40% 439,784 $23.6M Reduce -0.1%
PAYX Paychex Inc. 2.35% 206,641 $23.2M Add +44.1%
XOM Exxon Mobil Corp. 2.12% 173,497 $20.9M Reduce -0.2%
LIN Linde PLC 2.08% 48,006 $20.5M Reduce -5.6%
MKC McCormick & Co.-Non VTG SHRS 1.97% 284,756 $19.4M Reduce -8.4%
SYK Stryker Corp. 1.67% 46,904 $16.5M Reduce -0.1%
AXP American Express Co. 1.55% 41,220 $15.2M Reduce -1.0%
SCHW Schwab (charles) Corp. 1.47% 145,013 $14.5M Reduce -0.3%
IXC iShares Global Energy ETF 1.21% 283,646 $11.9M Reduce -0.7%
PEP Pepsico Inc. 1.17% 80,099 $11.5M Reduce -3.1%
VTI VG Morningstar TS MKT ETF-US 1.08% 31,726 $10.6M Reduce -0.1%
SPY SS SPDR S&P 500 ETF Trust-US 1.01% 14,671 $10.0M Reduce -8.6%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.88% 76,523 $8.7M Reduce -9.7%
CB Chubb Ltd. 0.82% 25,950 $8.1M Add +7.8%
CMCSA Comcast Corp. Class A 0.72% 236,319 $7.1M Reduce -46.9%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.67% 31,248 $6.6M Reduce -0.3%
SCHX Schwab US Large-Cap ETF 0.67% 245,409 $6.6M Add +8.8%
HD Home Depot Inc. 0.53% 15,076 $5.2M Reduce -0.9%
BRK.B Berkshire Hathaway Inc. Class B 0.52% 10,116 $5.1M Reduce -0.4%
JPM JPMorgan Chase & Co. 0.49% 15,044 $4.8M Reduce -0.8%
VT Vanguard Tot World STK ETF 0.45% 31,471 $4.4M No change
VEA Vanguard Ftse Developed ETF 0.42% 66,089 $4.1M Reduce -0.5%
ADP Automatic Data Processing 0.41% 15,766 $4.1M Add +24.1%
CEG Constellation Energy 0.40% 11,149 $3.9M Reduce -2.7%
IEZ iShares U.S. Oil Equipment & 0.37% 176,249 $3.7M Add +0.1%
BLK BlackRock Inc. 0.36% 3,361 $3.6M Reduce -1.8%
JNJ Johnson & Johnson 0.36% 17,368 $3.6M Reduce -14.9%
XLK SS Technology Select Sector 0.36% 24,860 $3.6M No change
SLB SLB Ltd. filed as SLB LIMITED 0.35% 89,506 $3.4M Reduce -3.0%
LLY Eli Lilly & Co. 0.31% 2,826 $3.0M Add +2.0%
CL Colgate-Palmolive Co. 0.26% 32,750 $2.6M No change
CVX Chevron Corp. 0.24% 15,797 $2.4M Add +0.0%
IEMG iShares Core MSCI Emerging 0.23% 33,142 $2.2M Reduce -13.9%
SCHB Schwab US Broad Market ETF 0.23% 84,793 $2.2M No change
IXUS iShares Core Intl Stock ETF 0.22% 25,652 $2.2M Reduce -2.2%
MRK Merck & Co. Inc. 0.20% 19,058 $2.0M No change
CSCO Cisco Systems Inc. 0.20% 25,953 $2.0M Reduce -0.3%
PG The Procter & Gamble Co. 0.20% 13,863 $2.0M Reduce -3.8%
ABBV Abbvie Inc. 0.17% 7,504 $1.7M Add +0.4%
QQQ Invesco QQQ Trust Series 1 0.17% 2,684 $1.6M Add +1.8%
VOO Vanguard S&P 500 ETF 0.17% 2,613 $1.6M Reduce -10.3%
AMZN Amazon.com Inc. 0.16% 6,661 $1.5M Add +7.5%
UNH Unitedhealth Group Inc. 0.14% 4,054 $1.3M Reduce -0.0%
SBUX Starbucks Corp. 0.13% 15,440 $1.3M Reduce -5.2%
TSLA Tesla Inc. 0.13% 2,836 $1.3M New
PFE Pfizer Inc. 0.12% 45,547 $1.1M No change
GE General Electric filed as GE AEROSPACE 0.11% 3,513 $1.1M Add +0.2%
XLC SS Comm Select Sector SPDR 0.11% 9,105 $1.1M No change
IVV iShares Core S&P 500 ETF 0.11% 1,529 $1.0M Add +3.1%
COST Costco Wholesale Corp. 0.10% 1,171 $1.0M Reduce -5.6%
NVDA Nvidia Corp. 0.10% 5,050 $942K Add +15.9%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.09% 16,860 $927K Add +2.4%
XLI SS Industrial Select Sector 0.09% 5,975 $927K No change
HSY The Hershey Co. 0.09% 4,990 $908K Reduce -6.2%
WY Weyerhaeuser Co. 0.09% 37,704 $893K Reduce -1.7%
ADM Archer-Daniels-Midland Co. 0.09% 15,522 $892K Add +1.2%
WMT Walmart Inc. 0.09% 7,922 $883K No change
META Meta Platforms Inc. Class A 0.09% 1,298 $857K Add +19.1%
IWM iShares Russell 2000 ETF 0.08% 3,307 $814K Reduce -0.8%
GLD SPDR Gold Shares 0.08% 1,993 $790K No change
BX Blackstone Inc. 0.08% 4,850 $748K No change
BSV Vanguard Short-Term Bond ETF 0.08% 9,423 $743K Add +1.5%
SCHD Schwab US DVD Equity ETF 0.07% 26,877 $737K Reduce -5.5%
WFC Wells Fargo & Co. 0.07% 7,818 $729K Add +0.0%
DE Deere & Co. 0.07% 1,512 $704K Reduce -7.6%
GILD Gilead Sciences Inc. 0.07% 5,490 $674K No change
MCD McDonald's Corp. 0.07% 2,193 $670K Add +0.2%
PH Parker Hannifin Corp. 0.07% 749 $658K No change
ABT Abbott Laboratories 0.06% 5,090 $638K No change
CAT Caterpillar Inc. 0.06% 1,088 $623K Add +18.9%
GEV GE Vernova Inc. 0.06% 919 $601K No change
EPD Enterprise Products Partners 0.06% 18,000 $577K No change
NFLX Netflix Inc. 0.05% 5,712 $536K Reduce -8.6%
EXC Exelon Corp. 0.05% 12,204 $532K Reduce -0.3%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.05% 1,792 $531K No change
VGT Vanguard Info Tech ETF 0.05% 700 $528K No change
AMGN Amgen Inc. 0.05% 1,572 $515K Add +3.3%
LMT Lockheed Martin Corp. 0.05% 1,018 $492K Add +13.1%
WM Waste Management Inc. 0.05% 2,220 $488K Reduce -15.1%
BMY Bristol-Myers Squibb Co. 0.05% 8,937 $482K Reduce -27.0%
VHT Vanguard Health Care ETF 0.05% 1,663 $479K No change
KO The Coca-Cola Co. 0.04% 6,168 $431K No change
ETN Eaton Corp. PLC 0.04% 1,350 $430K No change
IJH iShares Core S&P Midcap ETF 0.04% 5,528 $365K Reduce -5.6%
VTV Vanguard Mrngstr Val ETF-Aui 0.04% 1,900 $363K No change
VLO Valero Energy Corp. 0.04% 2,200 $358K Add +10.0%
NOC Northrop Grumman Corp. 0.03% 545 $311K No change
MPLX MPLX LP 0.03% 5,808 $310K No change
STT State Street Corp. 0.03% 2,300 $297K No change
AMP Ameriprise Financial Inc. 0.03% 600 $294K No change
SMMD iShares Russell 2500 ETF 0.03% 3,885 $291K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.03% 582 $284K No change
CRWD CrowdStrike Holdings Inc. Class A 0.03% 602 $282K Reduce -7.7%
ITW Illinois Tool Works 0.03% 1,100 $271K No change
EEM iShares MSCI Emerging Market 0.03% 4,867 $266K New
DUK Duke Energy Corp. 0.03% 2,249 $264K No change
V Visa Inc. Class A 0.03% 745 $261K Reduce -1.3%
AB Alliancebernstein Holding LP 0.03% 6,525 $251K No change
GD General Dynamics Corp. 0.02% 729 $245K No change
SHOP Shopify Inc. Class A 0.02% 1,500 $241K No change
ET Energy Transfer LP 0.02% 14,590 $241K No change
VYM Vanguard High DVD Yield ETF 0.02% 1,663 $239K No change
SHW The Sherwin-Williams Co. 0.02% 700 $227K No change
MCHP Microchip Technology Inc. 0.02% 3,500 $223K No change
EQL CI Inv SP 500 Equ Weg Ind-Ui 0.02% 4,800 $223K No change
WELL Welltower Inc. 0.02% 1,172 $218K No change
TT Trane Technologies PLC 0.02% 545 $212K No change
INTC Intel Corp. 0.02% 5,600 $207K New

Portfolio Sells Q3 2025 → Q4 2025
CMCSA Comcast Corp. Class A Reduce -46.9% 0.72% −0.70
MSFT Microsoft Corp. Reduce -0.9% 6.09% −0.50
LIN Linde PLC Reduce -5.6% 2.08% −0.38
PLTR Palantir Technologies Inc. Class A Reduce -1.8% 7.62% −0.36
MKC McCormick & Co.-Non VTG SHRS Reduce -8.4% 1.97% −0.15
DIS The Walt Disney Co. Reduce -9.7% 0.88% −0.10
HD Home Depot Inc. Reduce -0.9% 0.53% −0.10
SYK Stryker Corp. Reduce -0.1% 1.67% −0.09
SPY SS SPDR S&P 500 ETF Trust-US Reduce -8.6% 1.01% −0.07
VXF Vanguard Extended Market ETF Reduce -0.6% 7.40% −0.07
BLK BlackRock Inc. Reduce -1.8% 0.36% −0.04
QCOM Qualcomm Inc. Sold out 0.00% −0.03
IEMG iShares Core MSCI Emerging Reduce -13.9% 0.23% −0.03
VWO Vanguard Ftse Emerging Marke Reduce -0.1% 2.40% −0.03
PG The Procter & Gamble Co. Reduce -3.8% 0.20% −0.02
HON Honeywell International Inc. Sold out 0.00% −0.02
MAS Masco Corp. Sold out 0.00% −0.02
NFLX Netflix Inc. Reduce -8.6% 0.05% −0.02
JNJ Johnson & Johnson Reduce -14.9% 0.36% −0.02
VOO Vanguard S&P 500 ETF Reduce -10.3% 0.17% −0.02
PEP Pepsico Inc. Reduce -3.1% 1.17% −0.01
COST Costco Wholesale Corp. Reduce -5.6% 0.10% −0.01
WM Waste Management Inc. Reduce -15.1% 0.05% −0.01
HSY The Hershey Co. Reduce -6.2% 0.09% −0.01
SBUX Starbucks Corp. Reduce -5.2% 0.13% −0.01
BMY Bristol-Myers Squibb Co. Reduce -27.0% 0.05% −0.01
UNH Unitedhealth Group Inc. Reduce -0.0% 0.14% −0.01
IXC iShares Global Energy ETF Reduce -0.7% 1.21% −0.01
WY Weyerhaeuser Co. Reduce -1.7% 0.09% −0.01
DE Deere & Co. Reduce -7.6% 0.07% −0.00
SCHD Schwab US DVD Equity ETF Reduce -5.5% 0.07% −0.00
CRWD CrowdStrike Holdings Inc. Class A Reduce -7.7% 0.03% −0.00
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.4% 0.52% −0.00
EXC Exelon Corp. Reduce -0.3% 0.05% −0.00
IJH iShares Core S&P Midcap ETF Reduce -5.6% 0.04% −0.00
IXUS iShares Core Intl Stock ETF Reduce -2.2% 0.22% +0.00
V Visa Inc. Class A Reduce -1.3% 0.03% +0.00
IWM iShares Russell 2000 ETF Reduce -0.8% 0.08% +0.00
JPM JPMorgan Chase & Co. Reduce -0.8% 0.49% +0.01
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -0.3% 0.67% +0.01
VEA Vanguard Ftse Developed ETF Reduce -0.5% 0.42% +0.01
CEG Constellation Energy Reduce -2.7% 0.40% +0.02
VTI VG Morningstar TS MKT ETF-US Reduce -0.1% 1.08% +0.02
CSCO Cisco Systems Inc. Reduce -0.3% 0.20% +0.02
SLB SLB Ltd. Reduce -3.0% 0.35% +0.03
SCHW Schwab (charles) Corp. Reduce -0.3% 1.47% +0.06
VEU Vanguard Ftse All-World Ex-U Reduce -0.3% 2.73% +0.07
LAMR Lamar Advertising Co. Class A Reduce -0.1% 2.73% +0.08
XOM Exxon Mobil Corp. Reduce -0.2% 2.12% +0.12
AXP American Express Co. Reduce -1.0% 1.55% +0.14

Portfolio Buys Q3 2025 → Q4 2025
PAYX Paychex Inc. Add +44.1% 2.35% +0.50
CB Chubb Ltd. Add +7.8% 0.82% +0.13
TSLA Tesla Inc. New 0.13% +0.13
LLY Eli Lilly & Co. Add +2.0% 0.31% +0.09
SCHX Schwab US Large-Cap ETF Add +8.8% 0.67% +0.07
ADP Automatic Data Processing Add +24.1% 0.41% +0.03
IEZ iShares U.S. Oil Equipment & Add +0.1% 0.37% +0.03
EEM iShares MSCI Emerging Market New 0.03% +0.03
INTC Intel Corp. New 0.02% +0.02
CAT Caterpillar Inc. Add +18.9% 0.06% +0.02
AMZN Amazon.com Inc. Add +7.5% 0.16% +0.02
NVDA Nvidia Corp. Add +15.9% 0.10% +0.01
AMGN Amgen Inc. Add +3.3% 0.05% +0.01
BAC Bank of America Corp. Add +2.4% 0.09% +0.01
WFC Wells Fargo & Co. Add +0.0% 0.07% +0.01
QQQ Invesco QQQ Trust Series 1 Add +1.8% 0.17% +0.01
META Meta Platforms Inc. Class A Add +19.1% 0.09% +0.01
IVV iShares Core S&P 500 ETF Add +3.1% 0.11% +0.01
LMT Lockheed Martin Corp. Add +13.1% 0.05% +0.00
GE General Electric Add +0.2% 0.11% +0.00
VLO Valero Energy Corp. Add +10.0% 0.04% +0.00
BSV Vanguard Short-Term Bond ETF Add +1.5% 0.08% +0.00
MCD McDonald's Corp. Add +0.2% 0.07% +0.00
ABBV Abbvie Inc. Add +0.4% 0.17% −0.00
ADM Archer-Daniels-Midland Co. Add +1.2% 0.09% −0.00
CVX Chevron Corp. Add +0.0% 0.24% −0.01
PGR Progressive Corp. Add +1.2% 17.58% −1.30

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