Van Cleef Asset Management,Inc Portfolio Stock Holdings
According to the SEC 13F filed on August 3, 2026, Van Cleef Asset Management,Inc disclosed 119 stock positions valued at approximately $980.98M as of quarter-end June 30, 2026. The largest holdings include PROGRESSIVE CORP, APPLE INC, and VANGUARD INDEX FDS.
- Report Period
- June 30, 2026
- No. of Stocks
- 119
- Portfolio Value
- $980.98M
Holdings by Sector
Van Cleef Asset Management,Inc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| PROGRESSIVE CORP | PGR | Financial Services | 16.83% | 755,885 | -9,953 | -1.30% | $165,122,981 |
| APPLE INC | AAPL | Technology | 12.01% | 407,200 | -11,667 | -2.79% | $117,827,402 |
| VANGUARD INDEX FDS | VXF | Other | 8.56% | 340,880 | -7,777 | -2.23% | $83,928,076 |
| ALPHABET INC | GOOGL | Communication Services | 6.81% | 186,803 | -1,002 | -0.53% | $66,757,777 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 4.86% | 408,853 | -10,293 | -2.46% | $47,700,880 |
| MICROSOFT CORP | MSFT | Technology | 4.62% | 121,368 | -2,627 | -2.12% | $45,272,878 |
| LAMAR ADVERTISING CO | LAMR | Real Estate | 3.30% | 207,733 | -3,715 | -1.76% | $32,402,166 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 3.11% | 363,890 | +740 | +0.20% | $30,475,777 |
| ALPHABET INC | GOOG | Communication Services | 2.78% | 77,299 | -5,769 | -6.94% | $27,312,230 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 2.63% | 431,534 | -7,010 | -1.60% | $25,758,289 |
| LINDE PLC | LIN | Other | 2.49% | 47,085 | -1,117 | -2.32% | $24,434,057 |
| EXXON MOBIL CORP | XOM | Energy | 2.38% | 170,502 | -331 | -0.19% | $23,311,068 |
| PAYCHEX INC | PAYX | Technology | 2.24% | 223,427 | -4,544 | -1.99% | $21,969,559 |
| MCCORMICK & CO INC | MKC | Consumer Defensive | 1.55% | 302,441 | +1,601 | +0.53% | $15,249,087 |
| STRYKER CORPORATION | SYK | Healthcare | 1.50% | 46,743 | -104 | -0.22% | $14,716,576 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 1.39% | 40,403 | -569 | -1.39% | $13,666,230 |
| ISHARES TR | IXC | Other | 1.35% | 269,735 | -12,970 | -4.59% | $13,252,088 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 1.33% | 141,930 | -2,904 | -2.01% | $13,095,873 |
| VANGUARD INDEX FDS | VTI | Other | 1.19% | 31,676 | - | - | $11,721,388 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.08% | 14,216 | -30 | -0.21% | $10,616,083 |
| PEPSICO INC | PEP | Consumer Defensive | 1.08% | 78,221 | -1,609 | -2.02% | $10,591,190 |
| COMCAST CORP NEW | CMCSA | Communication Services | 1.01% | 403,875 | -17,407 | -4.13% | $9,915,129 |
| CHUBB LIMITED | CB | Financial Services | 0.89% | 25,549 | -383 | -1.48% | $8,705,535 |
| VANGUARD INDEX FDS | VBR | Other | 0.83% | 33,658 | +70 | +0.21% | $8,178,626 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.79% | 264,613 | +3,894 | +1.49% | $7,787,553 |
| DISNEY WALT CO | DIS | Communication Services | 0.73% | 74,529 | -959 | -1.27% | $7,173,417 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.54% | 15,002 | - | - | $5,290,906 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.52% | 10,231 | +89 | +0.88% | $5,119,491 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.50% | 31,472 | - | - | $4,939,531 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.49% | 14,821 | -4 | -0.03% | $4,851,264 |
Showing 30 of 119 holdings in the latest reporting period.