Van Cleef Asset Management,Inc 13F 持仓 · 2026年Q2
Van Cleef Asset Management,Inc 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 119 只证券，申报市值合计 9.81 亿美元。前几大持仓：PGR（16.83%）、AAPL（12.01%）、VXF（8.56%）。本季前 25 大持仓中：增持 4 只、减持 20 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | PGR | PROGRESSIVE CORP | $165.1M | 16.83% | 755,885 | 减持 |
| 2 | AAPL | APPLE INC | $117.8M | 12.01% | 407,200 | 减持 |
| 3 | VXF | VANGUARD INDEX FDS | $83.9M | 8.56% | 340,880 | 减持 |
| 4 | GOOGL | ALPHABET INC | $66.8M | 6.81% | 186,803 | 减持 |
| 5 | PLTR | PALANTIR TECHNOLOGIES INC | $47.7M | 4.86% | 408,853 | 减持 |
| 6 | MSFT | MICROSOFT CORP | $45.3M | 4.62% | 121,368 | 减持 |
| 7 | LAMR | LAMAR ADVERTISING CO | $32.4M | 3.30% | 207,733 | 减持 |
| 8 | VEU | VANGUARD INTL EQUITY INDEX F | $30.5M | 3.11% | 363,890 | 增持 |
| 9 | GOOG | ALPHABET INC | $27.3M | 2.78% | 77,299 | 减持 |
| 10 | VWO | VANGUARD INTL EQUITY INDEX F | $25.8M | 2.63% | 431,534 | 减持 |
| 11 | LIN | LINDE PLC | $24.4M | 2.49% | 47,085 | 减持 |
| 12 | XOM | EXXON MOBIL CORP | $23.3M | 2.38% | 170,502 | 减持 |
| 13 | PAYX | PAYCHEX INC | $22.0M | 2.24% | 223,427 | 减持 |
| 14 | MKC | MCCORMICK & CO INC | $15.2M | 1.55% | 302,441 | 增持 |
| 15 | SYK | STRYKER CORPORATION | $14.7M | 1.50% | 46,743 | 减持 |
| 16 | AXP | AMERICAN EXPRESS CO | $13.7M | 1.39% | 40,403 | 减持 |
| 17 | IXC | ISHARES TR | $13.3M | 1.35% | 269,735 | 减持 |
| 18 | SCHW | SCHWAB CHARLES CORP | $13.1M | 1.33% | 141,930 | 减持 |
| 19 | VTI | VANGUARD INDEX FDS | $11.7M | 1.19% | 31,676 | 持平 |
| 20 | PEP | PEPSICO INC | $10.6M | 1.08% | 78,221 | 减持 |
| 21 | SPY | STATE STR SPDR S&P 500 ETF T | $10.6M | 1.08% | 14,216 | 减持 |
| 22 | CMCSA | COMCAST CORP NEW | $9.9M | 1.01% | 403,875 | 减持 |
| 23 | CB | CHUBB LIMITED | $8.7M | 0.89% | 25,549 | 减持 |
| 24 | VBR | VANGUARD INDEX FDS | $8.2M | 0.83% | 33,658 | 增持 |
| 25 | SCHX | SCHWAB STRATEGIC TR | $7.8M | 0.79% | 264,613 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR