← Every investor
Van Cleef Asset Management,Inc Portfolio
$1B across 120 positions as of 2026-09-30, with 67% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+5.4%
-9.1% a year vs the S&P 500
3 years
+19.4%
-1.9% a year vs the S&P 500
5 years
+11.1%
-1.1% a year vs the S&P 500
Quarters ahead
9 of 21
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +4.5% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +8.5% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -7.9% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +1.0% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +6.7% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +5.5% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | +1.1% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | +2.4% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| PGRProgressive Corp | $155M | 15.4% | 747,474 |
| AAPLApple Inc | $130.6M | 13.0% | 392,226 |
| VXFVanguard Extended Market ETF | $78M | 7.7% | 336,552 |
| PLTRPalantir Technologies Inc | $75.1M | 7.5% | 401,370 |
| GOOGLAlphabet Inc | $63.3M | 6.3% | 184,051 |
| MSFTMicrosoft Corp | $60.9M | 6.0% | 118,660 |
| VEUVanguard FTSE All World Ex US ETF | $30M | 3.0% | 361,716 |
| LAMRLamar Advertising Co | $29.5M | 2.9% | 204,516 |
| XOMExxonmobil Holdings Corp | $27.5M | 2.7% | 168,952 |
| GOOGAlphabet Inc | $26M | 2.6% | 76,171 |
| VWOVanguard FTSE Emerging Markets ETF | $25.5M | 2.5% | 430,547 |
| LINDE PLC | $22.6M | 2.2% | 47,512 |
| PAYXPaychex Inc | $21.7M | 2.2% | 220,795 |
| IXCiShares Global Energy ETF | $14.9M | 1.5% | 261,530 |
| MKCMcCormick & Company Inc | $13.8M | 1.4% | 296,713 |
| SCHWCharles Schwab Corp | $13.7M | 1.4% | 139,947 |
| SYKStryker Corp | $13.2M | 1.3% | 47,940 |
| AXPAmerican Express Co | $12.1M | 1.2% | 39,795 |
| VTIVanguard Total Stock Market ETF | $11.8M | 1.2% | 31,625 |
| SPYState Street SPDR S&P 500 ETF Trust | $10.9M | 1.1% | 14,256 |
| PEPPepsiCo Inc | $9.5M | 0.9% | 75,092 |
| CHUBB LIMITED | $8.2M | 0.8% | 25,322 |
| SCHXSchwab U.S. Large-Cap ETF | $8.1M | 0.8% | 270,560 |
| CMCSAComcast Corp | $8M | 0.8% | 367,564 |
| VBRVanguard Small-Cap Value ETF | $7.5M | 0.7% | 32,565 |
| DISWalt Disney Co | $7.4M | 0.7% | 70,696 |
| BRK.BBerkshire Hathaway Inc | $5.1M | 0.5% | 10,228 |
| JPMJPMorgan Chase & Co | $4.8M | 0.5% | 14,504 |
| IEZISHARES TR | $4.4M | 0.4% | 166,923 |
| JNJJohnson & Johnson | $4.4M | 0.4% | 16,489 |
| SLBSLB NV | $4.3M | 0.4% | 88,068 |
| HDHome Depot Inc | $4.3M | 0.4% | 14,993 |
| VTVanguard Total World Stock Index ETF | $4.2M | 0.4% | 26,747 |
| VEAVanguard FTSE Developed Markets ETF | $4.2M | 0.4% | 58,880 |
| XLKState Street Technology Select Sector SPDR ETF | $4.1M | 0.4% | 20,810 |
| BLKBlackRock Inc | $3.5M | 0.3% | 3,268 |
| ADPAutomatic Data Processing Inc | $3.3M | 0.3% | 12,701 |
| CVXChevron Corp | $3.2M | 0.3% | 15,599 |
| LLYEli Lilly and Co | $3.1M | 0.3% | 2,662 |
| CLColgate-Palmolive Co | $2.8M | 0.3% | 32,750 |
| CSCOCisco Systems Inc | $2.8M | 0.3% | 25,811 |
| MRKMerck & Co Inc | $2.8M | 0.3% | 18,933 |
| CEGConstellation Energy Corp | $2.7M | 0.3% | 10,812 |
| IEMGiShares Core MSCI Emerging Markets ETF | $2.5M | 0.2% | 30,245 |
| VOOVanguard S&P 500 ETF | $2.4M | 0.2% | 3,395 |
| IXUSiShares Core MSCI Total International Stock ETF | $2.4M | 0.2% | 24,999 |
| SCHBSchwab U.S. Broad Market ETF | $2.3M | 0.2% | 79,668 |
| QQQInvesco QQQ Trust, Series 1 | $2M | 0.2% | 2,719 |
| ABBVAbbVie Inc | $2M | 0.2% | 7,570 |
| PGProcter & Gamble Co | $2M | 0.2% | 13,578 |
| AMZNAmazon.com Inc | $1.6M | 0.2% | 6,586 |
| UNHUnitedHealth Group Inc | $1.5M | 0.1% | 4,041 |
| NVDANVIDIA Corp | $1.4M | 0.1% | 6,040 |
| SBUXStarbucks Corp | $1.3M | 0.1% | 14,015 |
| PFEPfizer Inc | $1.3M | 0.1% | 44,347 |
| ADMArcher-Daniels-Midland Co | $1.2M | 0.1% | 14,850 |
| GEGeneral Electric Co | $1.1M | 0.1% | 3,507 |
| COSTCostco Wholesale Corp | $1.1M | 0.1% | 1,171 |
| SCHDSchwab US Dividend Equity ETF | $1M | 0.1% | 32,212 |
| DEDeere & Co | $1M | 0.1% | 1,500 |
| XLIState Street Industrial Select Sector SPDR ETF | $997.7K | 0.1% | 5,975 |
| TSLATesla Inc | $979.3K | 0.1% | 2,760 |
| BACBank of America Corp | $941.1K | 0.1% | 17,290 |
| IWMiShares Russell 2000 Index Fund | $925.9K | 0.1% | 3,332 |
| GEVGE Vernova Inc | $873.5K | 0.1% | 919 |
| IVViShares Core S&P 500 ETF | $863.1K | 0.1% | 1,127 |
| VLOValero Energy Corp | $852.7K | 0.1% | 2,200 |
| METAMeta Platforms Inc | $834K | 0.1% | 1,150 |
| WMTWalmart Inc | $823.3K | 0.1% | 7,922 |
| HSYHershey Co | $770.2K | 0.1% | 4,887 |
| GLDSPDR Gold Shares | $759K | 0.1% | 1,993 |
| XLCThe Communication Services Select Sector SPDR Fund | $718.4K | 0.1% | 6,473 |
| PHParker-Hannifin Corp | $715.6K | 0.1% | 749 |
| VGTVanguard Information Tech ETF | $703.8K | 0.1% | 5,600 |
| WYWeyerhaeuser Co | $700.2K | 0.1% | 36,757 |
| BSVVanguard Short-Term Bond ETF | $690.7K | 0.1% | 9,041 |
| CATCaterpillar Inc | $675.4K | 0.1% | 833 |
| INTCIntel Corp | $673.3K | 0.1% | 5,600 |
| AMGNAmgen Inc | $662.6K | 0.1% | 1,572 |
| VTVVanguard Value ETF | $636.1K | 0.1% | 2,944 |
| EPDEnterprise Products Partners L.P | $632.1K | 0.1% | 17,750 |
| GILDGilead Sciences, Inc | $616.3K | 0.1% | 4,135 |
| CRWDCrowdStrike Holdings Inc | $584.4K | 0.1% | 2,207 |
| EATON CORP PLC | $580.1K | 0.1% | 1,350 |
| BXBlackstone Inc | $543.6K | 0.1% | 4,850 |
| WFCWells Fargo & Co | $536K | 0.1% | 6,695 |
| MCDMcDonald's Corp | $533.5K | 0.1% | 2,310 |
| LMTLockheed Martin Corp | $531.1K | 0.1% | 1,043 |
| KOCoca-Cola Co | $526.6K | 0.1% | 6,118 |
| VHTVanguard Health Care ETF | $525.6K | 0.1% | 1,663 |
| ABTAbbott Laboratories | $503K | 0.0% | 5,090 |
| BMYBristol-Myers Squibb Co | $488K | 0.0% | 7,821 |
| EXCExelon Corp | $472.6K | 0.0% | 11,698 |
| WMWaste Management Inc | $452.7K | 0.0% | 2,220 |
| SCHWAB STRATEGIC TR | $419.2K | 0.0% | 11,434 |
| STTState Street Corp | $401.6K | 0.0% | 2,300 |
| IJHiShares Core S&P Mid-Cap ETF | $397.7K | 0.0% | 5,528 |
| IBMInternational Business Machines Corp | $394.1K | 0.0% | 1,792 |
| MPLXMPLX LP | $327.1K | 0.0% | 5,808 |
| VUGVanguard Growth ETF | $314.7K | 0.0% | 3,492 |
| NFLXNetflix Inc | $313.1K | 0.0% | 4,500 |
| EEMiShares MSCI Emerging Index Fund | $304K | 0.0% | 4,552 |
| AMPAmeriprise Financial Inc | $295.4K | 0.0% | 600 |
| ISHARES TR | $290.9K | 0.0% | 3,401 |
| DUKDuke Energy Corp | $290.5K | 0.0% | 2,548 |
| ITWIllinois Tool Works Inc | $283K | 0.0% | 1,100 |
| IWFiShares Russell 1000 Growth ETF | $272.8K | 0.0% | 2,178 |
| MCHPMicrochip Technology Inc | $272.2K | 0.0% | 3,500 |
| WELLWelltower Inc | $269.8K | 0.0% | 1,172 |
| NOCNorthrop Grumman Corp | $263.5K | 0.0% | 545 |
| VYMVanguard High Dividend Yield ETF | $258.1K | 0.0% | 1,663 |
| ABAllianceBernstein Holding LP | $252.7K | 0.0% | 7,245 |
| TRANE TECHNOLOGIES PLC | $246.3K | 0.0% | 545 |
| GDGeneral Dynamics Corp | $241.9K | 0.0% | 729 |
| VVisa Inc | $237.2K | 0.0% | 660 |
| SHWSherwin-Williams Co | $226.3K | 0.0% | 700 |
| VSNTVersant Media Group Inc | $223.4K | 0.0% | 7,049 |
| SHOPShopify Inc | $222.5K | 0.0% | 1,500 |
| PMPhilip Morris International Inc | $204.1K | 0.0% | 1,069 |
| ANETArista Networks Inc | $203.6K | 0.0% | 1,000 |
Quarter ending 2026-09-30.
Follow Van Cleef Asset Management,Inc by email
Van Cleef Asset Management,Inc's new 13F filings and what changed in them, with the rest of the week's filings. One email a week, free.
Unsubscribe with one click from any email.