Van Cleef Asset Management,Inc
CIK: 0001482935SEC EDGAR →
Portfolio Value
$986.2M
Holdings
117
As of
Q4 2025
New Positions
117
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | PROGRESSIVE CORP | 761,587 | $173.4M | 17.58% |
| 2 | APPLE INC | 425,758 | $115.7M | 11.74% |
| 3 | PALANTIR TECHNOLOGIES INC | 423,058 | $75.2M | 7.62% |
| 4 | VANGUARD INDEX FDS | 348,871 | $73.0M | 7.40% |
| 5 | MICROSOFT CORP | 124,132 | $60.0M | 6.09% |
| 6 | ALPHABET INC | 187,560 | $58.7M | 5.95% |
| 7 | VANGUARD INTL EQUITY INDEX F | 366,513 | $27.0M | 2.73% |
| 8 | LAMAR ADVERTISING CO NEW | 212,358 | $26.9M | 2.73% |
| 9 | ALPHABET INC | 83,756 | $26.3M | 2.66% |
| 10 | VANGUARD INTL EQUITY INDEX F | 439,784 | $23.6M | 2.40% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (117)
$173.4M · 762K shares
$115.7M · 426K shares
$75.2M · 423K shares
$73.0M · 349K shares
$60.0M · 124K shares
$58.7M · 188K shares
$27.0M · 367K shares
$26.9M · 212K shares
$26.3M · 84K shares
$23.6M · 440K shares
$23.2M · 207K shares
$20.9M · 173K shares
$20.5M · 48K shares
$19.4M · 285K shares
$16.5M · 47K shares
$15.2M · 41K shares
$14.5M · 145K shares
$11.9M · 284K shares
$11.5M · 80K shares
$10.6M · 32K shares
$10.0M · 15K shares
$8.7M · 77K shares
$8.1M · 26K shares
$7.1M · 236K shares
$6.6M · 31K shares
$6.6M · 245K shares
$5.2M · 15K shares
$5.1M · 10K shares
$4.8M · 15K shares
$4.4M · 31K shares
$4.1M · 66K shares
$4.1M · 16K shares
$3.9M · 11K shares
$3.7M · 176K shares
$3.6M · 3K shares
$3.6M · 17K shares
$3.6M · 25K shares
$3.4M · 90K shares
$3.0M · 3K shares
$2.6M · 33K shares
$2.4M · 16K shares
$2.2M · 33K shares
$2.2M · 85K shares
$2.2M · 26K shares
$2.0M · 19K shares
$2.0M · 26K shares
$2.0M · 14K shares
$1.7M · 8K shares
$1.6M · 3K shares
$1.6M · 3K shares
$1.5M · 7K shares
$1.3M · 4K shares
$1.3M · 15K shares
$1.3M · 3K shares
$1.1M · 46K shares
$1.1M · 4K shares
$1.1M · 9K shares
$1.0M · 2K shares
$1.0M · 1K shares
$941K · 5K shares
$927K · 17K shares
$926K · 6K shares
$907K · 5K shares
$893K · 38K shares
$892K · 16K shares
$882K · 8K shares
$856K · 1K shares
$814K · 3K shares
$789K · 2K shares
$747K · 5K shares
$742K · 9K shares
$737K · 27K shares
$728K · 8K shares
$703K · 2K shares
$673K · 5K shares
$670K · 2K shares
$658K · 749 shares
$637K · 5K shares
$623K · 1K shares
$600K · 919 shares
$577K · 18K shares
$535K · 6K shares
$531K · 12K shares
$530K · 2K shares
$527K · 700 shares
$514K · 2K shares
$492K · 1K shares
$487K · 2K shares
$482K · 9K shares
$478K · 2K shares
$431K · 6K shares
$429K · 1K shares
$364K · 6K shares
$362K · 2K shares
$358K · 2K shares
$310K · 545 shares
$309K · 6K shares
$296K · 2K shares
$294K · 600 shares
$291K · 4K shares
$283K · 582 shares
$282K · 602 shares
$270K · 1K shares
$266K · 5K shares
$263K · 2K shares
$261K · 745 shares
$251K · 7K shares
$245K · 729 shares
$241K · 2K shares
$240K · 15K shares
$238K · 2K shares
$226K · 700 shares
$223K · 4K shares
$222K · 5K shares
$217K · 1K shares
$212K · 545 shares
$206K · 6K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 44 | $444.1M | 45.0% |
| Technology | 11 | $255.9M | 26.0% |
| Communication Services | 6 | $102.1M | 10.4% |
| Industrials | 13 | $32.7M | 3.3% |
| Healthcare | 11 | $31.6M | 3.2% |
| Energy | 7 | $28.2M | 2.9% |
| Real Estate | 3 | $28.0M | 2.8% |
| Basic Materials | 2 | $20.7M | 2.1% |
| Consumer Defensive | 8 | $20.2M | 2.0% |
| Consumer Cyclical | 5 | $10.0M | 1.0% |
| Unknown | 4 | $7.8M | 0.8% |
| Utilities | 3 | $4.8M | 0.5% |