Van Cleef Asset Management,Inc

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 3, 2026), Van Cleef Asset Management,Inc reported 119 stock positions worth $981.0 million. Its top holding was Progressive (PGR) at 16.8% of the portfolio, followed by Apple (AAPL, 12.0%) and Vanguard Extended Market ETF (VXF, 8.6%). Compared with Q1 2026, it opened 1 new position, added to 24 and reduced 53. The biggest buy was Vanguard Ftse All-World Ex-U (VEU, shares +0%) and the biggest sale Palantir Technologies Class A (PLTR, shares −2%).

Most Recent 13F
Q2 2026
Location
BEACHWOOD, OH
CIK
0001482935
Portfolio Value
$981.0M (Q2 2026)
SEC Filing
0001482935-26-000004 ↗ filed Aug 3, 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 Q1 2026 Q2 2026: $981.0M $981.0M Q2 2026

Holdings 119 stocks · $981.0M
PGR Progressive Corp. 16.83% 755,885 $165.1M Reduce -1.3%
AAPL Apple Inc. 12.01% 407,200 $117.8M Reduce -2.8%
VXF Vanguard Extended Market ETF 8.56% 340,880 $83.9M Reduce -2.2%
GOOGL Alphabet Inc. Class A 6.81% 186,803 $66.8M Reduce -0.5%
PLTR Palantir Technologies Inc. Class A 4.86% 408,853 $47.7M Reduce -2.5%
MSFT Microsoft Corp. 4.62% 121,368 $45.3M Reduce -2.1%
LAMR Lamar Advertising Co. Class A 3.30% 207,733 $32.4M Reduce -1.8%
VEU Vanguard Ftse All-World Ex-U 3.11% 363,890 $30.5M Add +0.2%
GOOG Alphabet Inc. Class C 2.78% 77,299 $27.3M Reduce -6.9%
VWO Vanguard Ftse Emerging Marke 2.63% 431,534 $25.8M Reduce -1.6%
LIN Linde PLC 2.49% 47,085 $24.4M Reduce -2.3%
XOM Exxon Mobil Corp. 2.38% 170,502 $23.3M Reduce -0.2%
PAYX Paychex Inc. 2.24% 223,427 $22.0M Reduce -2.0%
MKC McCormick & Co.-Non VTG SHRS 1.55% 302,441 $15.2M Add +0.5%
SYK Stryker Corp. 1.50% 46,743 $14.7M Reduce -0.2%
AXP American Express Co. 1.39% 40,403 $13.7M Reduce -1.4%
IXC iShares Global Energy ETF 1.35% 269,735 $13.3M Reduce -4.6%
SCHW Schwab (charles) Corp. 1.33% 141,930 $13.1M Reduce -2.0%
VTI VG Morningstar TS MKT ETF-US 1.19% 31,676 $11.7M No change
SPY SS SPDR S&P 500 ETF Trust-US 1.08% 14,216 $10.6M Reduce -0.2%
PEP Pepsico Inc. 1.08% 78,221 $10.6M Reduce -2.0%
CMCSA Comcast Corp. Class A 1.01% 403,875 $9.9M Reduce -4.1%
CB Chubb Ltd. 0.89% 25,549 $8.7M Reduce -1.5%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.83% 33,658 $8.2M Add +0.2%
SCHX Schwab US Large-Cap ETF 0.79% 264,613 $7.8M Add +1.5%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.73% 74,529 $7.2M Reduce -1.3%
HD Home Depot Inc. 0.54% 15,002 $5.3M No change
BRK.B Berkshire Hathaway Inc. Class B 0.52% 10,231 $5.1M Add +0.9%
VT Vanguard Tot World STK ETF 0.50% 31,472 $4.9M No change
JPM JPMorgan Chase & Co. 0.49% 14,821 $4.9M Reduce -0.0%
IEZ iShares U.S. Oil Equipment & 0.47% 171,126 $4.6M Reduce -1.5%
JNJ Johnson & Johnson 0.44% 16,838 $4.3M Add +0.3%
VEA Vanguard Ftse Developed ETF 0.43% 58,615 $4.2M Reduce -11.7%
SLB SLB Ltd. filed as SLB LIMITED 0.42% 89,476 $4.2M Reduce -0.3%
XLK SS Technology Select Sector 0.40% 20,810 $4.0M Reduce -14.7%
LLY Eli Lilly & Co. 0.34% 2,762 $3.3M Reduce -0.9%
BLK BlackRock Inc. 0.33% 3,336 $3.2M Add +0.6%
CSCO Cisco Systems Inc. 0.31% 25,869 $3.0M Reduce -0.0%
CL Colgate-Palmolive Co. 0.31% 32,750 $3.0M No change
ADP Automatic Data Processing 0.29% 12,701 $2.8M No change
CEG Constellation Energy 0.28% 10,941 $2.7M Add +0.1%
CVX Chevron Corp. 0.27% 15,798 $2.6M No change
IEMG iShares Core MSCI Emerging 0.26% 30,865 $2.6M Reduce -5.5%
MRK Merck & Co. Inc. 0.25% 18,933 $2.4M Reduce -0.4%
IXUS iShares Core Intl Stock ETF 0.24% 25,119 $2.4M Reduce -2.0%
SCHB Schwab US Broad Market ETF 0.24% 79,668 $2.3M No change
QQQ Invesco QQQ Trust Series 1 0.20% 2,719 $2.0M Add +2.8%
PG The Procter & Gamble Co. 0.20% 13,578 $2.0M Reduce -0.1%
ABBV Abbvie Inc. 0.19% 7,570 $1.9M Add +1.6%
VOO Vanguard S&P 500 ETF 0.18% 2,602 $1.8M Add +0.1%
UNH Unitedhealth Group Inc. 0.17% 4,049 $1.7M Reduce -0.1%
AMZN Amazon.com Inc. 0.16% 6,606 $1.6M Reduce -0.8%
SBUX Starbucks Corp. 0.15% 14,046 $1.4M Add +0.2%
GE General Electric filed as GE AEROSPACE 0.13% 3,507 $1.3M Reduce -0.2%
NVDA Nvidia Corp. 0.12% 6,040 $1.2M Reduce -4.0%
TSLA Tesla Inc. 0.12% 2,760 $1.2M Reduce -2.7%
ADM Archer-Daniels-Midland Co. 0.12% 15,174 $1.2M Add +0.2%
XLI SS Industrial Select Sector 0.11% 5,975 $1.1M No change
CAT Caterpillar Inc. 0.11% 1,033 $1.1M Reduce -2.8%
COST Costco Wholesale Corp. 0.11% 1,171 $1.1M No change
GEV GE Vernova Inc. 0.11% 919 $1.1M No change
PFE Pfizer Inc. 0.11% 44,347 $1.1M No change
IWM iShares Russell 2000 ETF 0.10% 3,332 $1.0M Reduce -4.9%
SCHD Schwab US DVD Equity ETF 0.10% 31,482 $998K Add +4.2%
BAC Bank of America Corp. 0.10% 17,290 $985K Add +2.5%
DE Deere & Co. 0.10% 1,500 $951K No change
WY Weyerhaeuser Co. 0.09% 37,662 $902K Add +0.5%
WMT Walmart Inc. 0.09% 7,922 $897K No change
HSY The Hershey Co. 0.09% 4,965 $871K Add +0.5%
IVV iShares Core S&P 500 ETF 0.09% 1,127 $844K Reduce -6.2%
XLC SS Comm Select Sector SPDR 0.08% 7,749 $830K Reduce -3.1%
INTC Intel Corp. 0.08% 5,600 $782K No change
GLD SPDR Gold Shares 0.07% 1,993 $734K No change
PH Parker Hannifin Corp. 0.07% 749 $733K No change
META Meta Platforms Inc. Class A 0.07% 1,290 $727K Reduce -0.6%
BSV Vanguard Short-Term Bond ETF 0.07% 8,848 $689K Reduce -4.3%
VGT Vanguard Info Tech ETF 0.07% 5,600 $669K No change
EPD Enterprise Products Partners 0.07% 17,750 $652K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.07% 2,944 $642K No change
GILD Gilead Sciences Inc. 0.06% 4,952 $626K Add +0.0%
MCD McDonald's Corp. 0.06% 2,303 $623K Add +4.8%
ETN Eaton Corp. PLC 0.06% 1,350 $575K No change
VLO Valero Energy Corp. 0.06% 2,200 $573K No change
BX Blackstone Inc. 0.06% 4,850 $571K No change
AMGN Amgen Inc. 0.06% 1,572 $569K No change
LMT Lockheed Martin Corp. 0.06% 1,093 $557K Add +7.4%
WFC Wells Fargo & Co. 0.06% 6,695 $553K Add +0.0%
EXC Exelon Corp. 0.06% 11,764 $548K Add +0.3%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.05% 1,792 $504K No change
VHT Vanguard Health Care ETF 0.05% 1,663 $497K No change
KO The Coca-Cola Co. 0.05% 6,118 $497K No change
WM Waste Management Inc. 0.05% 2,220 $495K No change
BMY Bristol-Myers Squibb Co. 0.05% 8,494 $489K Reduce -5.0%
ABT Abbott Laboratories 0.05% 5,090 $462K No change
CRWD CrowdStrike Holdings Inc. Class A 0.05% 601 $459K Reduce -0.2%
IJH iShares Core S&P Midcap ETF 0.04% 5,528 $426K No change
STT State Street Corp. 0.04% 2,300 $390K No change
NFLX Netflix Inc. 0.04% 5,200 $371K Reduce -0.2%
MPLX MPLX LP 0.03% 5,808 $327K No change
DUK Duke Energy Corp. 0.03% 2,549 $323K Add +13.3%
SCHK Schwab 1000 Index ETF 0.03% 8,900 $321K Reduce -1.6%
MCHP Microchip Technology Inc. 0.03% 3,500 $319K No change
SMMD iShares Russell 2500 ETF 0.03% 3,401 $312K Reduce -12.5%
EEM iShares MSCI Emerging Market 0.03% 4,552 $311K Reduce -6.5%
VUG Vanguard Mrngstar GR ETF-Sui 0.03% 3,492 $301K No change
ITW Illinois Tool Works 0.03% 1,100 $298K No change
VSNT Versant Media Group Inc. 0.03% 7,838 $282K Reduce -11.2%
NOC Northrop Grumman Corp. 0.03% 545 $278K No change
IWF iShares Russell 1000 Growth 0.03% 2,220 $276K Reduce -35.9%
AMP Ameriprise Financial Inc. 0.03% 600 $275K No change
TT Trane Technologies PLC 0.03% 545 $268K No change
WELL Welltower Inc. 0.03% 1,172 $266K No change
AB Alliancebernstein Holding LP 0.03% 7,525 $265K Add +15.3%
VYM Vanguard High DVD Yield ETF 0.03% 1,663 $263K No change
GD General Dynamics Corp. 0.03% 729 $258K No change
SHW The Sherwin-Williams Co. 0.02% 700 $241K No change
V Visa Inc. Class A 0.02% 695 $238K Reduce -4.8%
CSX CSX Corp. 0.02% 4,755 $226K New
NDSN Nordson Corp. 0.02% 700 $211K Reduce -9.7%

Portfolio Sells Q1 2026 → Q2 2026
PLTR Palantir Technologies Inc. Class A Reduce -2.5% 4.86% −1.74
XOM Exxon Mobil Corp. Reduce -0.2% 2.38% −0.74
IXC iShares Global Energy ETF Reduce -4.6% 1.35% −0.40
MSFT Microsoft Corp. Reduce -2.1% 4.62% −0.33
CMCSA Comcast Corp. Class A Reduce -4.1% 1.01% −0.29
PEP Pepsico Inc. Reduce -2.0% 1.08% −0.26
SYK Stryker Corp. Reduce -0.2% 1.50% −0.16
SCHW Schwab (charles) Corp. Reduce -2.0% 1.33% −0.13
LIN Linde PLC Reduce -2.3% 2.49% −0.08
SLB SLB Ltd. Reduce -0.3% 0.42% −0.07
IEZ iShares U.S. Oil Equipment & Reduce -1.5% 0.47% −0.07
DIS The Walt Disney Co. Reduce -1.3% 0.73% −0.05
VEA Vanguard Ftse Developed ETF Reduce -11.7% 0.43% −0.03
CB Chubb Ltd. Reduce -1.5% 0.89% −0.02
PAYX Paychex Inc. Reduce -2.0% 2.24% −0.02
NFLX Netflix Inc. Reduce -0.2% 0.04% −0.02
IWF iShares Russell 1000 Growth Reduce -35.9% 0.03% −0.01
XLC SS Comm Select Sector SPDR Reduce -3.1% 0.08% −0.01
BMY Bristol-Myers Squibb Co. Reduce -5.0% 0.05% −0.01
PG The Procter & Gamble Co. Reduce -0.1% 0.20% −0.01
BSV Vanguard Short-Term Bond ETF Reduce -4.3% 0.07% −0.01
VSNT Versant Media Group Inc. Reduce -11.2% 0.03% −0.01
META Meta Platforms Inc. Class A Reduce -0.6% 0.07% −0.01
NDSN Nordson Corp. Reduce -9.7% 0.02% −0.00
SMMD iShares Russell 2500 ETF Reduce -12.5% 0.03% −0.00
V Visa Inc. Class A Reduce -4.8% 0.02% +0.00
IVV iShares Core S&P 500 ETF Reduce -6.2% 0.09% +0.00
MRK Merck & Co. Inc. Reduce -0.4% 0.25% +0.00
EEM iShares MSCI Emerging Market Reduce -6.5% 0.03% +0.00
SCHK Schwab 1000 Index ETF Reduce -1.6% 0.03% +0.00
TSLA Tesla Inc. Reduce -2.7% 0.12% +0.00
NVDA Nvidia Corp. Reduce -4.0% 0.12% +0.01
IXUS iShares Core Intl Stock ETF Reduce -2.0% 0.24% +0.01
IWM iShares Russell 2000 ETF Reduce -4.9% 0.10% +0.01
AMZN Amazon.com Inc. Reduce -0.8% 0.16% +0.01
IEMG iShares Core MSCI Emerging Reduce -5.5% 0.26% +0.02
CRWD CrowdStrike Holdings Inc. Class A Reduce -0.2% 0.05% +0.02
JPM JPMorgan Chase & Co. Reduce -0.0% 0.49% +0.02
GE General Electric Reduce -0.2% 0.13% +0.03
CAT Caterpillar Inc. Reduce -2.8% 0.11% +0.03
UNH Unitedhealth Group Inc. Reduce -0.1% 0.17% +0.05
XLK SS Technology Select Sector Reduce -14.7% 0.40% +0.06
AXP American Express Co. Reduce -1.4% 1.39% +0.06
LLY Eli Lilly & Co. Reduce -0.9% 0.34% +0.06
VWO Vanguard Ftse Emerging Marke Reduce -1.6% 2.63% +0.07
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.2% 1.08% +0.08
CSCO Cisco Systems Inc. Reduce -0.0% 0.31% +0.09
GOOG Alphabet Inc. Class C Reduce -6.9% 2.78% +0.22
LAMR Lamar Advertising Co. Class A Reduce -1.8% 3.30% +0.42
PGR Progressive Corp. Reduce -1.3% 16.83% +0.48

Portfolio Buys Q1 2026 → Q2 2026
VEU Vanguard Ftse All-World Ex-U Add +0.2% 3.11% +0.17
SCHX Schwab US Large-Cap ETF Add +1.5% 0.79% +0.07
VBR Vngrd Mrngst SL-CP Val ETF-U Add +0.2% 0.83% +0.05
QQQ Invesco QQQ Trust Series 1 Add +2.8% 0.20% +0.04
CSX CSX Corp. New 0.02% +0.02
ABBV Abbvie Inc. Add +1.6% 0.19% +0.02
VOO Vanguard S&P 500 ETF Add +0.1% 0.18% +0.01
BAC Bank of America Corp. Add +2.5% 0.10% +0.01
SBUX Starbucks Corp. Add +0.2% 0.15% +0.01
SCHD Schwab US DVD Equity ETF Add +4.2% 0.10% +0.00
DUK Duke Energy Corp. Add +13.3% 0.03% +0.00
AB Alliancebernstein Holding LP Add +15.3% 0.03% +0.00
ADM Archer-Daniels-Midland Co. Add +0.2% 0.12% −0.00
WFC Wells Fargo & Co. Add +0.0% 0.06% −0.00
BRK.B Berkshire Hathaway Inc. Class B Add +0.9% 0.52% −0.00
EXC Exelon Corp. Add +0.3% 0.06% −0.01
JNJ Johnson & Johnson Add +0.3% 0.44% −0.01
WY Weyerhaeuser Co. Add +0.5% 0.09% −0.01
LMT Lockheed Martin Corp. Add +7.4% 0.06% −0.01
MCD McDonald's Corp. Add +4.8% 0.06% −0.01
GILD Gilead Sciences Inc. Add +0.0% 0.06% −0.01
BLK BlackRock Inc. Add +0.6% 0.33% −0.02
HSY The Hershey Co. Add +0.5% 0.09% −0.02
CEG Constellation Energy Add +0.1% 0.28% −0.05
MKC McCormick & Co.-Non VTG SHRS Add +0.5% 1.55% −0.08

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