Van Cleef Asset Management,Inc 13F Holdings · Q2 2026
Van Cleef Asset Management,Inc reported 119 securities worth $980.98M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: PGR (16.83%), AAPL (12.01%), VXF (8.56%). Among its top 25 positions this quarter: 4 added, 20 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PGR | PROGRESSIVE CORP | $165.1M | 16.83% | 755,885 | Trimmed |
| 2 | AAPL | APPLE INC | $117.8M | 12.01% | 407,200 | Trimmed |
| 3 | VXF | VANGUARD INDEX FDS | $83.9M | 8.56% | 340,880 | Trimmed |
| 4 | GOOGL | ALPHABET INC | $66.8M | 6.81% | 186,803 | Trimmed |
| 5 | PLTR | PALANTIR TECHNOLOGIES INC | $47.7M | 4.86% | 408,853 | Trimmed |
| 6 | MSFT | MICROSOFT CORP | $45.3M | 4.62% | 121,368 | Trimmed |
| 7 | LAMR | LAMAR ADVERTISING CO | $32.4M | 3.30% | 207,733 | Trimmed |
| 8 | VEU | VANGUARD INTL EQUITY INDEX F | $30.5M | 3.11% | 363,890 | Added |
| 9 | GOOG | ALPHABET INC | $27.3M | 2.78% | 77,299 | Trimmed |
| 10 | VWO | VANGUARD INTL EQUITY INDEX F | $25.8M | 2.63% | 431,534 | Trimmed |
| 11 | LIN | LINDE PLC | $24.4M | 2.49% | 47,085 | Trimmed |
| 12 | XOM | EXXON MOBIL CORP | $23.3M | 2.38% | 170,502 | Trimmed |
| 13 | PAYX | PAYCHEX INC | $22.0M | 2.24% | 223,427 | Trimmed |
| 14 | MKC | MCCORMICK & CO INC | $15.2M | 1.55% | 302,441 | Added |
| 15 | SYK | STRYKER CORPORATION | $14.7M | 1.50% | 46,743 | Trimmed |
| 16 | AXP | AMERICAN EXPRESS CO | $13.7M | 1.39% | 40,403 | Trimmed |
| 17 | IXC | ISHARES TR | $13.3M | 1.35% | 269,735 | Trimmed |
| 18 | SCHW | SCHWAB CHARLES CORP | $13.1M | 1.33% | 141,930 | Trimmed |
| 19 | VTI | VANGUARD INDEX FDS | $11.7M | 1.19% | 31,676 | Hold |
| 20 | PEP | PEPSICO INC | $10.6M | 1.08% | 78,221 | Trimmed |
| 21 | SPY | STATE STR SPDR S&P 500 ETF T | $10.6M | 1.08% | 14,216 | Trimmed |
| 22 | CMCSA | COMCAST CORP NEW | $9.9M | 1.01% | 403,875 | Trimmed |
| 23 | CB | CHUBB LIMITED | $8.7M | 0.89% | 25,549 | Trimmed |
| 24 | VBR | VANGUARD INDEX FDS | $8.2M | 0.83% | 33,658 | Added |
| 25 | SCHX | SCHWAB STRATEGIC TR | $7.8M | 0.79% | 264,613 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR