Van Cleef Asset Management,Inc

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 1, 2026), Van Cleef Asset Management,Inc reported 118 stock positions worth $928.7 million. Its top holding was Progressive (PGR) at 16.3% of the portfolio, followed by Apple (AAPL, 11.4%) and Vanguard Extended Market ETF (VXF, 7.7%). Compared with Q4 2025, it opened 3 new positions, sold out of 3, added to 18 and reduced 55. The biggest buy was Comcast Class A (CMCSA, shares +78%) and the biggest sale Microsoft (MSFT, shares −0%).

Most Recent 13F
Q2 2026
Location
BEACHWOOD, OH
CIK
0001482935
Portfolio Value
$928.7M (Q1 2026)
SEC Filing
0001482935-26-000003 ↗ filed May 1, 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 Q4 2025 Q1 2026: $928.7M $928.7M Q1 2026 Q2 2026: $981.0M Q2 2026

Holdings 118 stocks · $928.7M
PGR Progressive Corp. 16.35% 765,838 $151.8M Add +0.6%
AAPL Apple Inc. 11.45% 418,867 $106.3M Reduce -1.6%
VXF Vanguard Extended Market ETF 7.73% 348,657 $71.8M Reduce -0.1%
PLTR Palantir Technologies Inc. Class A 6.60% 419,146 $61.3M Reduce -0.9%
GOOGL Alphabet Inc. Class A 5.82% 187,805 $54.0M Add +0.1%
MSFT Microsoft Corp. 4.94% 123,995 $45.9M Reduce -0.1%
XOM Exxon Mobil Corp. 3.12% 170,833 $29.0M Reduce -1.5%
VEU Vanguard Ftse All-World Ex-U 2.94% 363,150 $27.3M Reduce -0.9%
LAMR Lamar Advertising Co. Class A 2.88% 211,448 $26.8M Reduce -0.4%
LIN Linde PLC 2.57% 48,202 $23.9M Add +0.4%
GOOG Alphabet Inc. Class C 2.57% 83,068 $23.8M Reduce -0.8%
VWO Vanguard Ftse Emerging Marke 2.55% 438,544 $23.7M Reduce -0.3%
PAYX Paychex Inc. 2.26% 227,971 $21.0M Add +10.3%
IXC iShares Global Energy ETF 1.75% 282,705 $16.3M Reduce -0.3%
SYK Stryker Corp. 1.66% 46,847 $15.4M Reduce -0.1%
MKC McCormick & Co.-Non VTG SHRS 1.63% 300,840 $15.2M Add +5.7%
SCHW Schwab (charles) Corp. 1.47% 144,834 $13.6M Reduce -0.1%
PEP Pepsico Inc. 1.33% 79,830 $12.4M Reduce -0.3%
AXP American Express Co. 1.33% 40,972 $12.4M Reduce -0.6%
CMCSA Comcast Corp. Class A 1.30% 421,282 $12.1M Add +78.3%
VTI VG Morningstar TS MKT ETF-US 1.09% 31,676 $10.2M Reduce -0.2%
SPY SS SPDR S&P 500 ETF Trust-US 1.00% 14,246 $9.3M Reduce -2.9%
CB Chubb Ltd. 0.91% 25,932 $8.5M Reduce -0.1%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.79% 33,588 $7.3M Add +7.5%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.78% 75,488 $7.3M Reduce -1.4%
SCHX Schwab US Large-Cap ETF 0.72% 260,719 $6.7M Add +6.2%
IEZ iShares U.S. Oil Equipment & 0.54% 173,721 $5.0M Reduce -1.4%
HD Home Depot Inc. 0.53% 15,002 $4.9M Reduce -0.5%
BRK.B Berkshire Hathaway Inc. Class B 0.52% 10,142 $4.9M Add +0.3%
SLB SLB Ltd. filed as SLB LIMITED 0.50% 89,785 $4.6M Add +0.3%
JPM JPMorgan Chase & Co. 0.47% 14,825 $4.4M Reduce -1.5%
VT Vanguard Tot World STK ETF 0.47% 31,472 $4.4M Add +0.0%
VEA Vanguard Ftse Developed ETF 0.46% 66,360 $4.3M Add +0.4%
JNJ Johnson & Johnson 0.44% 16,793 $4.1M Reduce -3.3%
CVX Chevron Corp. 0.35% 15,798 $3.3M Add +0.0%
XLK SS Technology Select Sector 0.35% 24,385 $3.2M Reduce -1.9%
BLK BlackRock Inc. 0.34% 3,317 $3.2M Reduce -1.3%
CEG Constellation Energy 0.33% 10,927 $3.1M Reduce -2.0%
CL Colgate-Palmolive Co. 0.30% 32,750 $2.8M No change
ADP Automatic Data Processing 0.28% 12,701 $2.6M Reduce -19.4%
LLY Eli Lilly & Co. 0.28% 2,786 $2.6M Reduce -1.4%
MRK Merck & Co. Inc. 0.25% 19,008 $2.3M Reduce -0.3%
IEMG iShares Core MSCI Emerging 0.25% 32,662 $2.3M Reduce -1.4%
IXUS iShares Core Intl Stock ETF 0.24% 25,641 $2.2M Reduce -0.0%
CSCO Cisco Systems Inc. 0.22% 25,878 $2.0M Reduce -0.3%
SCHB Schwab US Broad Market ETF 0.22% 79,668 $2.0M Reduce -6.0%
PG The Procter & Gamble Co. 0.21% 13,588 $2.0M Reduce -2.0%
ABBV Abbvie Inc. 0.17% 7,454 $1.6M Reduce -0.7%
VOO Vanguard S&P 500 ETF 0.17% 2,598 $1.6M Reduce -0.6%
QQQ Invesco QQQ Trust Series 1 0.16% 2,644 $1.5M Reduce -1.5%
AMZN Amazon.com Inc. 0.15% 6,656 $1.4M Reduce -0.1%
SBUX Starbucks Corp. 0.14% 14,015 $1.3M Reduce -9.2%
PFE Pfizer Inc. 0.13% 44,347 $1.2M Reduce -2.6%
COST Costco Wholesale Corp. 0.13% 1,171 $1.2M No change
ADM Archer-Daniels-Midland Co. 0.12% 15,139 $1.1M Reduce -2.5%
NVDA Nvidia Corp. 0.12% 6,290 $1.1M Add +24.6%
UNH Unitedhealth Group Inc. 0.12% 4,054 $1.1M No change
TSLA Tesla Inc. 0.11% 2,836 $1.1M No change
HSY The Hershey Co. 0.11% 4,943 $1.0M Reduce -0.9%
GE General Electric filed as GE AEROSPACE 0.11% 3,513 $997K No change
WMT Walmart Inc. 0.11% 7,922 $985K No change
XLI SS Industrial Select Sector 0.10% 5,975 $966K No change
SCHD Schwab US DVD Equity ETF 0.10% 30,205 $927K Add +12.4%
WY Weyerhaeuser Co. 0.10% 37,481 $916K Reduce -0.6%
XLC SS Comm Select Sector SPDR 0.10% 7,999 $887K Reduce -12.2%
IWM iShares Russell 2000 ETF 0.09% 3,504 $869K Add +6.0%
GLD SPDR Gold Shares 0.09% 1,993 $858K No change
DE Deere & Co. 0.09% 1,500 $845K Reduce -0.8%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.09% 16,860 $822K No change
GEV GE Vernova Inc. 0.09% 919 $802K No change
IVV iShares Core S&P 500 ETF 0.08% 1,202 $785K Reduce -21.4%
CAT Caterpillar Inc. 0.08% 1,063 $753K Reduce -2.3%
META Meta Platforms Inc. Class A 0.08% 1,298 $743K No change
BSV Vanguard Short-Term Bond ETF 0.08% 9,248 $725K Reduce -1.9%
GILD Gilead Sciences Inc. 0.07% 4,950 $690K Reduce -9.8%
MCD McDonald's Corp. 0.07% 2,198 $683K Add +0.2%
EPD Enterprise Products Partners 0.07% 17,750 $672K Reduce -1.4%
PH Parker Hannifin Corp. 0.07% 749 $671K No change
LMT Lockheed Martin Corp. 0.07% 1,018 $615K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.06% 2,944 $578K Add +55.0%
EXC Exelon Corp. 0.06% 11,733 $575K Reduce -3.9%
BX Blackstone Inc. 0.06% 4,850 $558K No change
AMGN Amgen Inc. 0.06% 1,572 $553K No change
VLO Valero Energy Corp. 0.06% 2,200 $544K No change
BMY Bristol-Myers Squibb Co. 0.06% 8,937 $542K No change
WFC Wells Fargo & Co. 0.06% 6,694 $533K Reduce -14.4%
ABT Abbott Laboratories 0.06% 5,090 $523K No change
WM Waste Management Inc. 0.05% 2,220 $510K No change
NFLX Netflix Inc. 0.05% 5,212 $501K Reduce -8.8%
VGT Vanguard Info Tech ETF 0.05% 700 $488K No change
ETN Eaton Corp. PLC 0.05% 1,350 $483K No change
KO The Coca-Cola Co. 0.05% 6,118 $465K Reduce -0.8%
VHT Vanguard Health Care ETF 0.05% 1,663 $453K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.05% 1,792 $434K No change
IJH iShares Core S&P Midcap ETF 0.04% 5,528 $373K No change
NOC Northrop Grumman Corp. 0.04% 545 $372K No change
IWF iShares Russell 1000 Growth 0.04% 866 $369K New
MPLX MPLX LP 0.04% 5,808 $331K No change
VSNT Versant Media Group Inc. 0.04% 8,824 $327K Reduce -6.7%
SMMD iShares Russell 2500 ETF 0.03% 3,885 $297K No change

Show all 118 holdings

Portfolio Sells Q4 2025 → Q1 2026
MSFT Microsoft Corp. Reduce -0.1% 4.94% −1.14
PLTR Palantir Technologies Inc. Class A Reduce -0.9% 6.60% −1.02
AAPL Apple Inc. Reduce -1.6% 11.45% −0.29
AXP American Express Co. Reduce -0.6% 1.33% −0.21
ADP Automatic Data Processing Reduce -19.4% 0.28% −0.13
DIS The Walt Disney Co. Reduce -1.4% 0.78% −0.10
GOOG Alphabet Inc. Class C Reduce -0.8% 2.57% −0.10
CEG Constellation Energy Reduce -2.0% 0.33% −0.07
LLY Eli Lilly & Co. Reduce -1.4% 0.28% −0.03
SHOP Shopify Inc. Class A Sold out 0.00% −0.02
ET Energy Transfer LP Sold out 0.00% −0.02
EQL CI Inv SP 500 Equ Weg Ind-Ui Sold out 0.00% −0.02
JPM JPMorgan Chase & Co. Reduce -1.5% 0.47% −0.02
IVV iShares Core S&P 500 ETF Reduce -21.4% 0.08% −0.02
BLK BlackRock Inc. Reduce -1.3% 0.34% −0.02
SPY SS SPDR S&P 500 ETF Trust-US Reduce -2.9% 1.00% −0.02
WFC Wells Fargo & Co. Reduce -14.4% 0.06% −0.02
XLK SS Technology Select Sector Reduce -1.9% 0.35% −0.01
SYK Stryker Corp. Reduce -0.1% 1.66% −0.01
XLC SS Comm Select Sector SPDR Reduce -12.2% 0.10% −0.01
SCHB Schwab US Broad Market ETF Reduce -6.0% 0.22% −0.01
AMZN Amazon.com Inc. Reduce -0.1% 0.15% −0.01
SCHW Schwab (charles) Corp. Reduce -0.1% 1.47% −0.00
QQQ Invesco QQQ Trust Series 1 Reduce -1.5% 0.16% −0.00
V Visa Inc. Class A Reduce -2.0% 0.02% −0.00
NFLX Netflix Inc. Reduce -8.8% 0.05% −0.00
VSNT Versant Media Group Inc. Reduce -6.7% 0.04% −0.00
ABBV Abbvie Inc. Reduce -0.7% 0.17% +0.00
VOO Vanguard S&P 500 ETF Reduce -0.6% 0.17% +0.00
BSV Vanguard Short-Term Bond ETF Reduce -1.9% 0.08% +0.00
SBUX Starbucks Corp. Reduce -9.2% 0.14% +0.00
HD Home Depot Inc. Reduce -0.5% 0.53% +0.01
GILD Gilead Sciences Inc. Reduce -9.8% 0.07% +0.01
KO The Coca-Cola Co. Reduce -0.8% 0.05% +0.01
EXC Exelon Corp. Reduce -3.9% 0.06% +0.01
WY Weyerhaeuser Co. Reduce -0.6% 0.10% +0.01
PG The Procter & Gamble Co. Reduce -2.0% 0.21% +0.01
CSCO Cisco Systems Inc. Reduce -0.3% 0.22% +0.01
EPD Enterprise Products Partners Reduce -1.4% 0.07% +0.01
VTI VG Morningstar TS MKT ETF-US Reduce -0.2% 1.09% +0.02
CAT Caterpillar Inc. Reduce -2.3% 0.08% +0.02
HSY The Hershey Co. Reduce -0.9% 0.11% +0.02
IXUS iShares Core Intl Stock ETF Reduce -0.0% 0.24% +0.02
PFE Pfizer Inc. Reduce -2.6% 0.13% +0.02
IEMG iShares Core MSCI Emerging Reduce -1.4% 0.25% +0.02
DE Deere & Co. Reduce -0.8% 0.09% +0.02
ADM Archer-Daniels-Midland Co. Reduce -2.5% 0.12% +0.03
MRK Merck & Co. Inc. Reduce -0.3% 0.25% +0.04
JNJ Johnson & Johnson Reduce -3.3% 0.44% +0.08
CB Chubb Ltd. Reduce -0.1% 0.91% +0.09

Portfolio Buys Q4 2025 → Q1 2026
CMCSA Comcast Corp. Class A Add +78.3% 1.30% +0.59
LIN Linde PLC Add +0.4% 2.57% +0.50
SLB SLB Ltd. Add +0.3% 0.50% +0.15
VBR Vngrd Mrngst SL-CP Val ETF-U Add +7.5% 0.79% +0.11
CVX Chevron Corp. Add +0.0% 0.35% +0.11
SCHX Schwab US Large-Cap ETF Add +6.2% 0.72% +0.05
IWF iShares Russell 1000 Growth New 0.04% +0.04
VEA Vanguard Ftse Developed ETF Add +0.4% 0.46% +0.04
SCHK Schwab 1000 Index ETF New 0.03% +0.03
VTV Vanguard Mrngstr Val ETF-Aui Add +55.0% 0.06% +0.03
SCHD Schwab US DVD Equity ETF Add +12.4% 0.10% +0.03
NVDA Nvidia Corp. Add +24.6% 0.12% +0.02
NDSN Nordson Corp. New 0.02% +0.02
VT Vanguard Tot World STK ETF Add +0.0% 0.47% +0.02
IWM iShares Russell 2000 ETF Add +6.0% 0.09% +0.01
BRK.B Berkshire Hathaway Inc. Class B Add +0.3% 0.52% +0.01
MCD McDonald's Corp. Add +0.2% 0.07% +0.01
PAYX Paychex Inc. Add +10.3% 2.26% −0.09
GOOGL Alphabet Inc. Class A Add +0.1% 5.82% −0.14
MKC McCormick & Co.-Non VTG SHRS Add +5.7% 1.63% −0.33
PGR Progressive Corp. Add +0.6% 16.35% −1.24

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