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CIK: 0001482935
Total reported value
$981.0M
$981.0M
119 檔
48.5%
As reported in its official Q4 2024 Form 13F filing, Van Cleef Asset Management,Inc's tracked investment portfolio stood at $981.0M with 119 total positions.
In Q4 2024, Van Cleef Asset Management,Inc adopted a defensive or profit-taking posture, trimming 20 positions and completely liquidating 8 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PGR | Progressive CORP | Stock-Financials | 20.76% | +0.48% | -1.83% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 12.41% | +0.56% | -0.62% | |
| 3 | VXF | Vanguard Extended Market ETF | ETF-Other | 7.27% | +0.83% | -0.05% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 5.93% | -0.32% | +0.28% | |
| 5 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 5.74% | -1.74% | -0.65% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.88% | +0.99% | +0.97% | |
| 7 | LAMR | Lamar Advertising Co-a | Stock-Real Estate | 2.79% | +0.42% | +0.18% | |
| 8 | LIN | Linde plc | Stock-Materials | 2.34% | -0.08% | +0.80% | |
| 9 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 2.27% | +0.17% | +0.47% | |
| 10 | PAYX | Paychex Inc | Stock-Tech | 2.24% | -0.02% | +0.23% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.07% | +0.08% | -0.17% | |
| 12 | XOM | Exxon Mobil CORP | Stock-Energy | 2.06% | -0.74% | +1.27% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.89% | +0.21% | -0.95% | |
| 14 | SYK | Stryker CORP | Stock-Healthcare | 1.84% | -0.16% | -0.23% | |
| 15 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 1.74% | -0.08% | +0.74% | |
| 16 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.43% | -0.25% | +0.70% | |
| 17 | AXP | American Express Co | Stock-Financials | 1.37% | +0.06% | +0.05% | |
| 18 | IXC | Ishares Global Energy ETF | ETF-Other | 1.22% | -0.40% | -0.98% | |
| 19 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.18% | -0.29% | +7.16% | |
| 20 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.17% | -0.13% | -0.41% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.13% | +0.10% | -0.18% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.07% | +0.08% | -0.36% | |
| 23 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.01% | -0.05% | -2.89% | |
| 24 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 0.75% | — | -1.27% | |
| 25 | CB | Chubb Limited | Stock-Financials | 0.73% | -0.02% | +0.56% | |
| 26 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.71% | +0.04% | +0.06% | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 0.65% | +0.01% | +0.04% | |
| 28 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.61% | +0.07% | +203.52% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.53% | — | — | |
| 30 | WY | Weyerhaeuser Co | Stock-Real Estate | 0.52% | -0.01% | -0.43% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.46% | +0.02% | -1.80% | |
| 32 | BLK | Blackrock Inc | Stock-Financials | 0.43% | -0.01% | — | |
| 33 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.41% | +0.03% | — | |
| 34 | ADP | Automatic Data Processing | Stock-Tech | 0.40% | +0.01% | — | |
| 35 | IEZ | Ishares U.s. Oil Equipment & | ETF-Other | 0.38% | -0.07% | +0.10% | |
| 36 | SLB | Slb LTD | Stock-Energy | 0.38% | -0.08% | +5.29% | |
| 37 | XLK | Ss Technology Select Sector | ETF-Tech | 0.37% | +0.05% | +2.34% | |
| 38 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.37% | -0.03% | -0.06% | |
| 39 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.37% | — | -1.00% | |
| 40 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.33% | +0.01% | — | |
| 41 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.31% | +0.05% | -0.09% | |
| 42 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.29% | +0.06% | -5.95% | |
| 43 | CEG | Constellation Energy | Stock-Utilities | 0.28% | -0.05% | +1.47% | |
| 44 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.27% | -0.01% | — | |
| 45 | CVX | Chevron CORP | Stock-Energy | 0.26% | -0.08% | -1.07% | |
| 46 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.23% | +0.02% | +200.00% | |
| 47 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.23% | — | -0.28% | |
| 48 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.20% | +0.01% | — | |
| 49 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.20% | — | — | |
| 50 | CSCO | Cisco Systems Inc | Stock-Tech | 0.19% | +0.09% | -1.97% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc-a | +2.9% | -0.65% | Trim |
| 2 | AAPL | Apple Inc | +0.7% | -0.62% | Trim |
| 3 | GOOGL | Alphabet Inc-cl A | +0.5% | +0.97% | Add |
| 4 | BLK | Blackrock Inc | +0.4% | NEW | New buy |
| 5 | VXF | Vanguard Extended Market ETF | +0.2% | -0.05% | Trim |
| 6 | GOOG | Alphabet Inc-cl C | +0.2% | -0.95% | Trim |
| 7 | SCHW | Schwab (charles) CORP | +0.1% | -0.41% | Trim |
| 8 | AXP | American Express Co | +0.1% | +0.05% | Add |
| 9 | DIS | Walt Disney Co/the | +0.1% | -2.89% | Trim |
| 10 | PAYX | Paychex Inc | +0.1% | +0.23% | Add |
| 11 | JPM | Jpmorgan Chase & Co | +0.1% | -1.80% | Trim |
| 12 | AMP | Ameriprise Financial Inc | 0% | NEW | New buy |
| 13 | AMZN | Amazon.com Inc | 0% | +0.81% | Add |
| 14 | MAS | Masco CORP | 0% | NEW | New buy |
| 15 | XLF | Ss Financial Select Sector | 0% | NEW | New buy |
| 16 | SHW | Sherwin-williams Co/the | 0% | NEW | New buy |
| 17 | VTI | Vanguard Total Stock Mkt ETF | 0% | -0.18% | Trim |
| 18 | ADP | Automatic Data Processing | 0% | — | Unchanged |
| 19 | CI | THE Cigna Group | 0% | EXIT | Sold out |
| 20 | CMG | Chipotle Mexican Grill Inc | 0% | EXIT | Sold out |
| 21 | AMGN | Amgen Inc | 0% | -16.40% | Trim |
| 22 | GD | General Dynamics CORP | 0% | EXIT | Sold out |
| 23 | LYB | LyondellBasell Industries N.V. | 0% | EXIT | Sold out |
| 24 | NDSN | Nordson CORP | 0% | EXIT | Sold out |
| 25 | MDLZ | Mondelez International Inc-a | 0% | EXIT | Sold out |
| 26 | PM | Philip Morris International | 0% | EXIT | Sold out |
| 27 | VEA | Vanguard Ftse Developed ETF | 0% | -0.06% | Trim |
| 28 | MRK | Merck & Co. Inc. | 0% | -0.28% | Trim |
| 29 | CB | Chubb Limited | 0% | +0.56% | Add |
| 30 | HD | Home Depot Inc | 0% | +0.04% | Add |
| 31 | JNJ | Johnson & Johnson | -0.1% | -1.00% | Trim |
| 32 | UNH | Unitedhealth Group Inc | -0.1% | -0.09% | Trim |
| 33 | CL | Colgate-palmolive Co | -0.1% | — | Unchanged |
| 34 | CEG | Constellation Energy | -0.1% | +1.47% | Add |
| 35 | CMCSA | Comcast Corp-class A | -0.1% | +7.16% | Add |
| 36 | CVS | Cvs Health CORP | -0.1% | -45.62% | Trim |
| 37 | LLY | Eli Lilly & Co | -0.1% | -5.95% | Trim |
| 38 | IXC | Ishares Global Energy ETF | -0.1% | -0.98% | Trim |
| 39 | WY | Weyerhaeuser Co | -0.1% | -0.43% | Trim |
| 40 | MKC | Mccormick & Co-non Vtg Shrs | -0.2% | +0.74% | Add |
| 41 | ADM | Archer-daniels-midland Co | -0.2% | -1.27% | Trim |
| 42 | PEP | Pepsico Inc | -0.2% | +0.70% | Add |
| 43 | MSFT | Microsoft CORP | -0.2% | +0.28% | Add |
| 44 | XOM | Exxon Mobil CORP | -0.2% | +1.27% | Add |
| 45 | VWO | Vanguard Ftse Emerging Marke | -0.2% | -0.17% | Trim |
| 46 | VEU | Vanguard Ftse All-world Ex-u | -0.2% | +0.47% | Add |
| 47 | LAMR | Lamar Advertising Co-a | -0.3% | +0.18% | Add |
| 48 | LIN | Linde plc | -0.3% | +0.80% | Add |
| 49 | BLKCHF | Blackrock Inc | -0.4% | EXIT | Sold out |
| 50 | PGR | Progressive CORP | -1.9% | -1.83% | Trim |
According to official SEC Form 13F filings, Van Cleef Asset Management,Inc reported a total U.S. public equity portfolio value of $981.0M across 119 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including PGR, AAPL, VXF) accounted for 48.5% of total reported equity market value during Q4 2024.
Top New Position Initiated
BLK
市值: $3.9M
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $3.6M
During Q4 2024, Van Cleef Asset Management,Inc's top holdings by market value included PGR (20.8%)、AAPL (12.4%)、VXF (7.3%). The largest single position, PGR, represented 20.8% of total portfolio value.
In Q4 2024, Van Cleef Asset Management,Inc made 48 total portfolio adjustments, initiating 5 new buys, adding to 15 positions, trimming 20 holdings, and fully liquidating 8 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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