Van Cleef Asset Management Inc. Portfolio Activity Analysis: Q3 2026 Changes
A detailed analysis of holdings changes by Van Cleef Asset Management Inc. (VSG) during the quarter ending June 30, 2026.
Van Cleef Asset Management Inc., a significant institutional investor with substantial assets under management as of , recently adjusted its portfolio holdings. The firm manages approximately $980 million in investments and maintains a diversified approach across various sectors.
During this period, the investor demonstrated notable activity within several key sectors:
- Technology Sector: Van Cleef Asset Management Inc. saw changes in its top holdings like AAPL, PGR, and PLTR. Additionally, the firm added positions in several Technology-related exchange-traded funds (ETFs), including VXF and PAYX.
- Communication Services: The investor adjusted its positions in companies like GOOG and CMCSA, while also modifying holdings within this sector's ETFs.
- Real Estate: Holdings in Lamar Advertising Co (LAMR) were reduced, reflecting a strategic shift away from Real Estate assets during the quarter.
The Technology sector appears to be a focal point for Van Cleef Asset Management Inc., given its significant allocation and recent activity. The firm's portfolio includes major positions in APPLE INC (AAPL), which saw a slight reduction in shares, and Progressive Corp (PGR). Furthermore, the investor has shown interest in several Technology ETFs.
In terms of specific actions during Q3 2026:
- The firm sold shares from its APPLE INC position (PROGRESSIVE CORP) and other Technology stocks like PALANTIR TECHNOLOGIES INC.
- Conversely, Van Cleef Asset Management Inc. increased its holdings in several ETFs, including Vanguard Intl Equity Index Fund Shares (VXF) and Paychex Inc (PAYX).
The investor also made notable additions to specific Technology ETFs:
- There was a substantial increase in shares for Vanguard World Fund (VGT) during the quarter.
- Additionally, the firm increased its position in iShares Core U.S. Technology Growth ETF (XLK).
Furthermore, Van Cleef Asset Management Inc. added a small stake to VEA (VANGUARD TAX-MANAGED FDS) despite the overall portfolio value being substantial.
In conclusion, during Q3 2026 (ending June 30), Van Cleef Asset Management Inc. sold shares from several large-cap stocks and ETFs while simultaneously increasing its exposure to certain Technology-focused exchange-traded funds. The firm's strategy appears concentrated in the Technology sector but also involves adjustments across other sectors like Communication Services, Real Estate, and others.