Van Cleef Asset Management,Inc

13F filer · CIK 0001482935

Reported Aug 3, 2026

Net seller this quarter

13F portfolio value$981MU.S. long equity reported on 13F

Positions911 new · 0 closed

Net flow last quarter-$12.8MBuys minus sells

Top 10 positions weight58.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 3, 202691 positions
PGRProgressive Corp	$165M	16.83%	0.13%	-1.3%	Q2 2013
AAPLApple Inc.	$118M	12.01%	0.00%	-2.8%	Q2 2013
GOOGLAlphabet Inc.	$66.8M	6.81%	0.00%	-0.5%	Q4 2015
PLTRPalantir Technologies Inc.	$47.7M	4.86%	0.02%	-2.5%	Q4 2020
MSFTMicrosoft Corp	$45.3M	4.62%	0.00%	-2.1%	Q2 2013
LAMRLamar Advertising Co	$32.4M	3.30%	Not reported	-1.8%	Q2 2013
GOOGAlphabet Inc.	$27.3M	2.78%	Not reported	-6.9%	Q4 2015
LINLinde PLC	$24.4M	2.49%	0.01%	-2.3%	Q2 2019
XOMExxonMobil Holdings Corp	$23.3M	2.38%	0.00%	-0.2%	Q2 2013
PAYXPaychex Inc	$22M	2.24%	0.06%	-2.0%	Q2 2013
MKCMccormick & Co Inc	$15.2M	1.55%	Not reported	+0.5%	Q2 2013
SYKStryker Corp	$14.7M	1.50%	0.01%	-0.2%	Q2 2013
AXPAmerican Express Co	$13.7M	1.39%	0.01%	-1.4%	Q2 2013
SCHWSchwab Charles Corp	$13.1M	1.33%	0.01%	-2.0%	Q2 2013
SPYSPDR S&P 500 ETF Trust	$10.6M	1.08%	Not reported	-0.2%	Q2 2013
PEPPepsico Inc	$10.6M	1.08%	0.01%	-2.0%	Q2 2013
CMCSAComcast Corp	$9.92M	1.01%	0.01%	-4.1%	Q4 2014
CBChubb Ltd	$8.71M	0.89%	0.01%	-1.5%	Q2 2023
DISWalt Disney Co	$7.17M	0.73%	0.00%	-1.3%	Q2 2013
HDHome Depot, Inc.	$5.29M	0.54%	0.00%	Not reported	Q2 2013
BRK.BBerkshire Hathaway Inc	$5.12M	0.52%	Not reported	+0.9%	Q2 2013
JPMJPMorgan Chase & Co	$4.85M	0.49%	0.00%	0.0%	Q2 2013
JNJJohnson & Johnson	$4.28M	0.44%	0.00%	+0.3%	Q2 2013
SLBSLB Limited	$4.16M	0.42%	0.01%	-0.3%	Q2 2013
LLYELI LILLY & Co	$3.31M	0.34%	0.00%	-0.9%	Q3 2015
BLKBlackRock, Inc.	$3.21M	0.33%	0.00%	+0.6%	Q2 2013
CSCOCisco Systems, Inc.	$3.04M	0.31%	0.00%	0.0%	Q2 2013
CLColgate Palmolive Co	$3M	0.31%	0.00%	Not reported	Q1 2019
ADPAutomatic Data Processing Inc	$2.84M	0.29%	0.00%	Not reported	Q2 2013
CEGConstellation Energy Corp	$2.72M	0.28%	0.00%	+0.1%	Q1 2022
CVXChevron Corp	$2.62M	0.27%	0.00%	Not reported	Q2 2013
MRKMerck & Co., Inc.	$2.43M	0.25%	0.00%	-0.4%	Q2 2013
QQQInvesco QQQ Trust, Series 1	$2M	0.20%	Not reported	+2.8%	Q2 2018
PGPROCTER & GAMBLE Co	$1.99M	0.20%	0.00%	-0.1%	Q2 2013
ABBVAbbVie Inc.	$1.9M	0.19%	0.00%	+1.6%	Q2 2013
UNHUnitedhealth Group Inc	$1.68M	0.17%	0.00%	-0.1%	Q2 2013
AMZNAmazon Com Inc	$1.57M	0.16%	0.00%	-0.8%	Q4 2020
SBUXStarbucks Corp	$1.44M	0.15%	0.00%	+0.2%	Q2 2013
GEGeneral Electric Co	$1.31M	0.13%	0.00%	-0.2%	Q3 2021
NVDANvidia Corp	$1.21M	0.12%	0.00%	-4.0%	Q4 2023
TSLATesla, Inc.	$1.16M	0.12%	0.00%	-2.7%	Q4 2025
ADMArcher-Daniels-Midland Co	$1.16M	0.12%	0.00%	+0.2%	Q2 2013
CATCaterpillar Inc	$1.1M	0.11%	0.00%	-2.8%	Q4 2013
COSTCostco Wholesale Corp	$1.1M	0.11%	0.00%	Not reported	Q2 2023
GEVGE Vernova Inc.	$1.08M	0.11%	0.00%	Not reported	Q2 2024
PFEPfizer Inc	$1.07M	0.11%	0.00%	Not reported	Q2 2013
BACBank of America Corp	$985K	0.10%	0.00%	+2.6%	Q2 2013
DEDeere & Co	$951K	0.10%	0.00%	Not reported	Q2 2013
WYWeyerhaeuser Co	$902K	0.09%	0.01%	+0.5%	Q1 2016
WMTWalmart Inc.	$897K	0.09%	0.00%	Not reported	Q4 2013

Q1 2026Reported May 1, 202690 positions
PGRProgressive Corp	$152M	16.35%	0.13%	+0.6%	Q2 2013
AAPLApple Inc.	$106M	11.45%	0.00%	-1.6%	Q2 2013
PLTRPalantir Technologies Inc.	$61.3M	6.60%	0.02%	-0.9%	Q4 2020
GOOGLAlphabet Inc.	$54M	5.82%	0.00%	+0.1%	Q4 2015
MSFTMicrosoft Corp	$45.9M	4.94%	0.00%	-0.1%	Q2 2013
XOMExxonMobil Holdings Corp	$29M	3.12%	0.00%	-1.5%	Q2 2013
LAMRLamar Advertising Co	$26.8M	2.88%	Not reported	-0.4%	Q2 2013
LINLinde PLC	$23.9M	2.57%	0.01%	+0.4%	Q2 2019
GOOGAlphabet Inc.	$23.8M	2.57%	Not reported	-0.8%	Q4 2015
PAYXPaychex Inc	$21M	2.26%	0.06%	+10.3%	Q2 2013
SYKStryker Corp	$15.4M	1.66%	0.01%	-0.1%	Q2 2013
MKCMccormick & Co Inc	$15.2M	1.63%	Not reported	+5.7%	Q2 2013
SCHWSchwab Charles Corp	$13.6M	1.47%	0.01%	-0.1%	Q2 2013
PEPPepsico Inc	$12.4M	1.33%	0.01%	-0.3%	Q2 2013
AXPAmerican Express Co	$12.4M	1.33%	0.01%	-0.6%	Q2 2013
CMCSAComcast Corp	$12.1M	1.30%	0.01%	+78.3%	Q4 2014
SPYSPDR S&P 500 ETF Trust	$9.26M	1.00%	Not reported	-2.9%	Q2 2013
CBChubb Ltd	$8.45M	0.91%	0.01%	-0.1%	Q2 2023
DISWalt Disney Co	$7.28M	0.78%	0.00%	-1.4%	Q2 2013
HDHome Depot, Inc.	$4.93M	0.53%	0.00%	-0.5%	Q2 2013
BRK.BBerkshire Hathaway Inc	$4.86M	0.52%	Not reported	+0.3%	Q2 2013
SLBSLB Limited	$4.61M	0.50%	0.01%	+0.3%	Q2 2013
JPMJPMorgan Chase & Co	$4.36M	0.47%	0.00%	-1.5%	Q2 2013
JNJJohnson & Johnson	$4.1M	0.44%	0.00%	-3.3%	Q2 2013
CVXChevron Corp	$3.27M	0.35%	0.00%	0.0%	Q2 2013
BLKBlackRock, Inc.	$3.19M	0.34%	0.00%	-1.3%	Q2 2013
CEGConstellation Energy Corp	$3.05M	0.33%	0.00%	-2.0%	Q1 2022
CLColgate Palmolive Co	$2.79M	0.30%	0.00%	Not reported	Q1 2019
ADPAutomatic Data Processing Inc	$2.58M	0.28%	0.00%	-19.4%	Q2 2013
LLYELI LILLY & Co	$2.56M	0.28%	0.00%	-1.4%	Q3 2015
MRKMerck & Co., Inc.	$2.29M	0.25%	0.00%	-0.3%	Q2 2013
CSCOCisco Systems, Inc.	$2.01M	0.22%	0.00%	-0.3%	Q2 2013
PGPROCTER & GAMBLE Co	$1.96M	0.21%	0.00%	-2.0%	Q2 2013
ABBVAbbVie Inc.	$1.62M	0.17%	0.00%	-0.7%	Q2 2013
QQQInvesco QQQ Trust, Series 1	$1.53M	0.16%	Not reported	-1.5%	Q2 2018
AMZNAmazon Com Inc	$1.39M	0.15%	0.00%	-0.1%	Q4 2020
SBUXStarbucks Corp	$1.26M	0.14%	0.00%	-9.2%	Q2 2013
PFEPfizer Inc	$1.25M	0.13%	0.00%	-2.6%	Q2 2013
COSTCostco Wholesale Corp	$1.17M	0.13%	0.00%	Not reported	Q2 2023
ADMArcher-Daniels-Midland Co	$1.1M	0.12%	0.00%	-2.5%	Q2 2013
NVDANvidia Corp	$1.1M	0.12%	0.00%	+24.6%	Q4 2023
UNHUnitedhealth Group Inc	$1.1M	0.12%	0.00%	Not reported	Q2 2013
TSLATesla, Inc.	$1.05M	0.11%	0.00%	Not reported	Q4 2025
HSYHershey Co	$1.03M	0.11%	0.00%	-0.9%	Q4 2021
GEGeneral Electric Co	$997K	0.11%	0.00%	Not reported	Q3 2021
WMTWalmart Inc.	$985K	0.11%	0.00%	Not reported	Q4 2013
WYWeyerhaeuser Co	$916K	0.10%	0.01%	-0.6%	Q1 2016
GLDSPDR Gold Trust	$858K	0.09%	0.00%	Not reported	Q4 2023
DEDeere & Co	$845K	0.09%	0.00%	-0.8%	Q2 2013
BACBank of America Corp	$822K	0.09%	0.00%	Not reported	Q2 2013

Q4 2025Reported Feb 9, 202689 positions
PGRProgressive Corp	$173M	17.58%	0.13%	+1.2%	Q2 2013
AAPLApple Inc.	$116M	11.74%	0.00%	-1.4%	Q2 2013
PLTRPalantir Technologies Inc.	$75.2M	7.62%	0.02%	-1.8%	Q4 2020
MSFTMicrosoft Corp	$60M	6.09%	0.00%	-0.9%	Q2 2013
GOOGLAlphabet Inc.	$58.7M	5.95%	0.00%	-0.7%	Q4 2015
LAMRLamar Advertising Co	$26.9M	2.73%	Not reported	-0.1%	Q2 2013
GOOGAlphabet Inc.	$26.3M	2.66%	Not reported	-2.5%	Q4 2015
PAYXPaychex Inc	$23.2M	2.35%	0.06%	+44.1%	Q2 2013
XOMExxonMobil Holdings Corp	$20.9M	2.12%	0.00%	-0.2%	Q2 2013
LINLinde PLC	$20.5M	2.08%	0.01%	-5.6%	Q2 2019
MKCMccormick & Co Inc	$19.4M	1.97%	Not reported	-8.4%	Q2 2013
SYKStryker Corp	$16.5M	1.67%	0.01%	-0.1%	Q2 2013
AXPAmerican Express Co	$15.2M	1.55%	0.01%	-1.0%	Q2 2013
SCHWSchwab Charles Corp	$14.5M	1.47%	0.01%	-0.3%	Q2 2013
PEPPepsico Inc	$11.5M	1.17%	0.01%	-3.2%	Q2 2013
SPYSPDR S&P 500 ETF Trust	$10M	1.01%	Not reported	-8.6%	Q2 2013
DISWalt Disney Co	$8.71M	0.88%	0.00%	-9.7%	Q2 2013
CBChubb Ltd	$8.1M	0.82%	0.01%	+7.8%	Q2 2023
CMCSAComcast Corp	$7.06M	0.72%	0.01%	-46.9%	Q4 2014
HDHome Depot, Inc.	$5.19M	0.53%	0.00%	-0.9%	Q2 2013
BRK.BBerkshire Hathaway Inc	$5.08M	0.52%	Not reported	-0.4%	Q2 2013
JPMJPMorgan Chase & Co	$4.85M	0.49%	0.00%	-0.8%	Q2 2013
ADPAutomatic Data Processing Inc	$4.06M	0.41%	0.00%	+24.1%	Q2 2013
CEGConstellation Energy Corp	$3.94M	0.40%	0.00%	-2.7%	Q1 2022
BLKBlackRock, Inc.	$3.6M	0.36%	0.00%	-1.8%	Q2 2013
JNJJohnson & Johnson	$3.59M	0.36%	0.00%	-14.9%	Q2 2013
SLBSLB Limited	$3.44M	0.35%	0.01%	-3.0%	Q2 2013
LLYELI LILLY & Co	$3.04M	0.31%	0.00%	+2.0%	Q3 2015
CLColgate Palmolive Co	$2.59M	0.26%	0.00%	Not reported	Q1 2019
CVXChevron Corp	$2.41M	0.24%	0.00%	0.0%	Q2 2013
MRKMerck & Co., Inc.	$2.01M	0.20%	0.00%	Not reported	Q2 2013
CSCOCisco Systems, Inc.	$2M	0.20%	0.00%	-0.3%	Q2 2013
PGPROCTER & GAMBLE Co	$1.99M	0.20%	0.00%	-3.8%	Q2 2013
ABBVAbbVie Inc.	$1.71M	0.17%	0.00%	+0.4%	Q2 2013
QQQInvesco QQQ Trust, Series 1	$1.65M	0.17%	Not reported	+1.8%	Q2 2018
AMZNAmazon Com Inc	$1.54M	0.16%	0.00%	+7.5%	Q4 2020
UNHUnitedhealth Group Inc	$1.34M	0.14%	0.00%	0.0%	Q2 2013
SBUXStarbucks Corp	$1.3M	0.13%	0.00%	-5.2%	Q2 2013
TSLATesla, Inc.	$1.28M	0.13%	0.00%	New	Q4 2025
PFEPfizer Inc	$1.13M	0.11%	0.00%	Not reported	Q2 2013
GEGeneral Electric Co	$1.08M	0.11%	0.00%	+0.2%	Q3 2021
COSTCostco Wholesale Corp	$1.01M	0.10%	0.00%	-5.6%	Q2 2023
NVDANvidia Corp	$942K	0.10%	0.00%	+15.9%	Q4 2023
BACBank of America Corp	$927K	0.09%	0.00%	+2.4%	Q2 2013
HSYHershey Co	$908K	0.09%	0.00%	-6.2%	Q4 2021
WYWeyerhaeuser Co	$893K	0.09%	0.01%	-1.7%	Q1 2016
ADMArcher-Daniels-Midland Co	$892K	0.09%	0.00%	+1.2%	Q2 2013
WMTWalmart Inc.	$883K	0.09%	0.00%	Not reported	Q4 2013
METAMeta Platforms, Inc.	$857K	0.09%	Not reported	+19.1%	Q3 2024
GLDSPDR Gold Trust	$790K	0.08%	0.00%	Not reported	Q4 2023

Q3 2025Reported Nov 4, 202590 positions
PGRProgressive Corp	$186M	18.89%	0.13%	-0.1%	Q2 2013
AAPLApple Inc.	$110M	11.17%	0.00%	-0.3%	Q2 2013
PLTRPalantir Technologies Inc.	$78.6M	7.98%	0.02%	-2.7%	Q4 2020
MSFTMicrosoft Corp	$64.9M	6.59%	0.00%	-0.6%	Q2 2013
GOOGLAlphabet Inc.	$45.9M	4.67%	0.00%	+0.2%	Q4 2015
LAMRLamar Advertising Co	$26M	2.64%	Not reported	0.0%	Q2 2013
LINLinde PLC	$24.1M	2.45%	0.01%	-0.3%	Q2 2019
GOOGAlphabet Inc.	$20.9M	2.12%	Not reported	-0.9%	Q4 2015
MKCMccormick & Co Inc	$20.8M	2.11%	Not reported	+1.7%	Q2 2013
XOMExxonMobil Holdings Corp	$19.6M	1.99%	0.00%	+0.2%	Q2 2013
PAYXPaychex Inc	$18.2M	1.85%	0.04%	+0.1%	Q2 2013
SYKStryker Corp	$17.4M	1.76%	0.01%	+0.1%	Q2 2013
CMCSAComcast Corp	$14M	1.42%	0.01%	-3.4%	Q4 2014
SCHWSchwab Charles Corp	$13.9M	1.41%	0.01%	0.0%	Q2 2013
AXPAmerican Express Co	$13.8M	1.41%	0.01%	-0.3%	Q2 2013
PEPPepsico Inc	$11.6M	1.18%	0.01%	-0.8%	Q2 2013
SPYSPDR S&P 500 ETF Trust	$10.7M	1.09%	Not reported	Not reported	Q2 2013
DISWalt Disney Co	$9.7M	0.99%	0.00%	+0.1%	Q2 2013
CBChubb Ltd	$6.79M	0.69%	0.01%	+0.2%	Q2 2023
HDHome Depot, Inc.	$6.16M	0.63%	0.00%	-0.2%	Q2 2013
BRK.BBerkshire Hathaway Inc	$5.11M	0.52%	Not reported	-0.2%	Q2 2013
JPMJPMorgan Chase & Co	$4.78M	0.49%	0.00%	-8.8%	Q2 2013
BLKBlackRock, Inc.	$3.99M	0.41%	0.00%	-0.2%	Q2 2013
JNJJohnson & Johnson	$3.78M	0.38%	0.00%	-1.0%	Q2 2013
CEGConstellation Energy Corp	$3.77M	0.38%	0.00%	-0.7%	Q1 2022
ADPAutomatic Data Processing Inc	$3.73M	0.38%	0.00%	Not reported	Q2 2013
SLBSLB Limited	$3.17M	0.32%	0.01%	-6.6%	Q2 2013
CLColgate Palmolive Co	$2.62M	0.27%	0.00%	Not reported	Q1 2019
CVXChevron Corp	$2.45M	0.25%	0.00%	-2.2%	Q2 2013
PGPROCTER & GAMBLE Co	$2.21M	0.23%	0.00%	Not reported	Q2 2013
LLYELI LILLY & Co	$2.11M	0.21%	0.00%	-0.5%	Q3 2015
CSCOCisco Systems, Inc.	$1.78M	0.18%	0.00%	-0.1%	Q2 2013
ABBVAbbVie Inc.	$1.73M	0.18%	0.00%	Not reported	Q2 2013
MRKMerck & Co., Inc.	$1.6M	0.16%	0.00%	-1.6%	Q2 2013
QQQInvesco QQQ Trust, Series 1	$1.58M	0.16%	Not reported	-4.0%	Q2 2018
UNHUnitedhealth Group Inc	$1.4M	0.14%	0.00%	-3.8%	Q2 2013
SBUXStarbucks Corp	$1.38M	0.14%	0.00%	-0.1%	Q2 2013
AMZNAmazon Com Inc	$1.36M	0.14%	0.00%	Not reported	Q4 2020
PFEPfizer Inc	$1.16M	0.12%	0.00%	-0.2%	Q2 2013
COSTCostco Wholesale Corp	$1.15M	0.12%	0.00%	+0.1%	Q2 2023
GEGeneral Electric Co	$1.05M	0.11%	0.00%	Not reported	Q3 2021
HSYHershey Co	$995K	0.10%	0.00%	-1.3%	Q4 2021
WYWeyerhaeuser Co	$951K	0.10%	0.01%	-0.2%	Q1 2016
ADMArcher-Daniels-Midland Co	$916K	0.09%	0.00%	-0.2%	Q2 2013
BACBank of America Corp	$849K	0.09%	0.00%	-4.6%	Q2 2013
BXBlackstone Inc.	$829K	0.08%	0.00%	Not reported	Q4 2017
WMTWalmart Inc.	$816K	0.08%	0.00%	Not reported	Q4 2013
NVDANvidia Corp	$813K	0.08%	0.00%	+0.1%	Q4 2023
METAMeta Platforms, Inc.	$800K	0.08%	Not reported	Not reported	Q3 2024
NFLXNetflix Inc	$749K	0.08%	0.00%	Not reported	Q3 2024

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