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CIK: 0001482935
Total reported value
$1.0B
$1.0B
119 檔
47.2%
As reported in its official Q4 2024 Form 13F filing, Van Cleef Asset Management,Inc's tracked investment portfolio stood at $1.0B with 119 total positions.
In Q4 2024, Van Cleef Asset Management,Inc adopted a defensive or profit-taking posture, trimming 36 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% | -1.45% | -1.83% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 12.41% | +0.96% | -0.62% | |
| 3 | VXF | Vanguard Extended Market ETF | ETF-Other | 7.27% | -0.82% | -0.05% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 5.93% | +1.42% | +0.28% | |
| 5 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 5.74% | +2.59% | -0.65% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.88% | -0.52% | +0.97% | |
| 7 | LAMR | Lamar Advertising Co-a | Stock-Real Estate | 2.79% | -0.37% | +0.18% | |
| 8 | LIN | Linde plc | Stock-Materials | 2.34% | -0.25% | +0.80% | |
| 9 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 2.27% | -0.13% | +0.47% | |
| 10 | PAYX | Paychex Inc | Stock-Tech | 2.24% | -0.08% | +0.23% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.07% | -0.09% | -0.17% | |
| 12 | XOM | Exxon Mobil CORP | Stock-Energy | 2.06% | -2.38% | EXIT | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.89% | -0.20% | -0.95% | |
| 14 | SYK | Stryker CORP | Stock-Healthcare | 1.84% | -0.19% | -0.23% | |
| 15 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 1.74% | -0.18% | +0.74% | |
| 16 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.43% | -0.14% | +0.70% | |
| 17 | AXP | American Express Co | Stock-Financials | 1.37% | -0.19% | +0.05% | |
| 18 | IXC | Ishares Global Energy ETF | ETF-Other | 1.22% | +0.13% | -0.98% | |
| 19 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.18% | -0.22% | +7.16% | |
| 20 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.17% | +0.02% | -0.41% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.13% | -0.01% | -0.18% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.07% | — | -0.36% | |
| 23 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.01% | +0.01% | -2.89% | |
| 24 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 0.75% | — | -1.27% | |
| 25 | CB | Chubb Limited | Stock-Financials | 0.73% | -0.07% | +0.56% | |
| 26 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.71% | -0.08% | +0.06% | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 0.65% | -0.12% | +0.04% | |
| 28 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.61% | +0.02% | +203.52% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.53% | -0.01% | — | |
| 30 | WY | Weyerhaeuser Co | Stock-Real Estate | 0.52% | -0.02% | -0.43% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.46% | -0.01% | -1.80% | |
| 32 | BLK | Blackrock Inc | Stock-Financials | 0.43% | +0.01% | — | |
| 33 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.41% | -0.08% | — | |
| 34 | ADP | Automatic Data Processing | Stock-Tech | 0.40% | +0.04% | — | |
| 35 | IEZ | Ishares U.s. Oil Equipment & | ETF-Other | 0.38% | -0.03% | +0.10% | |
| 36 | SLB | Slb LTD | Stock-Energy | 0.38% | +0.01% | +5.29% | |
| 37 | XLK | Ss Technology Select Sector | ETF-Tech | 0.37% | — | +2.34% | |
| 38 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.37% | -0.02% | -0.06% | |
| 39 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.37% | -0.01% | -1.00% | |
| 40 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.33% | -0.03% | — | |
| 41 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.31% | -0.02% | -0.09% | |
| 42 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.29% | -0.03% | -5.95% | |
| 43 | CEG | Constellation Energy | Stock-Utilities | 0.28% | -0.01% | +1.47% | |
| 44 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.27% | — | — | |
| 45 | CVX | Chevron CORP | Stock-Energy | 0.26% | +0.05% | -1.07% | |
| 46 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.23% | -0.01% | +200.00% | |
| 47 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.23% | +0.02% | -0.28% | |
| 48 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.20% | -0.02% | — | |
| 49 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.20% | — | — | |
| 50 | CSCO | Cisco Systems Inc | Stock-Tech | 0.19% | -0.03% | -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 | XLK | Ss Technology Select Sector | 0% | +2.34% | Add |
| 18 | WFC | Wells Fargo & Co | 0% | +0.01% | Add |
| 19 | CSCO | Cisco Systems Inc | 0% | -1.97% | Trim |
| 20 | VTI | Vanguard Total Stock Mkt ETF | 0% | -0.18% | Trim |
| 21 | ADP | Automatic Data Processing | 0% | — | Unchanged |
| 22 | SCHX | Schwab US Large-cap ETF | 0% | +203.52% | Add |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -0.36% | Trim |
| 24 | NFLX | Netflix Inc | 0% | — | Unchanged |
| 25 | BX | Blackstone Inc | 0% | — | Unchanged |
| 26 | WMT | Walmart Inc | 0% | — | Unchanged |
| 27 | BMY | Bristol-myers Squibb Co | 0% | +0.01% | Add |
| 28 | BAC | Bank Of America CORP | 0% | -1.46% | Trim |
| 29 | NVDA | Nvidia CORP | 0% | — | Unchanged |
| 30 | CRWD | Crowdstrike Holdings Inc - A | 0% | — | Unchanged |
| 31 | QQQ | Invesco Qqq Trust Series 1 | 0% | -1.34% | Trim |
| 32 | EMR | Emerson Electric Co | 0% | — | Unchanged |
| 33 | EPD | Enterprise Products Partners | 0% | — | Unchanged |
| 34 | STT | State Street CORP | 0% | — | Unchanged |
| 35 | GEV | GE Vernova Inc | — | — | Unchanged |
| 36 | ABT | Abbott Laboratories | — | -8.64% | Trim |
| 37 | VHT | Vanguard Health Care ETF | — | — | Unchanged |
| 38 | COST | Costco Wholesale CORP | — | +0.83% | Add |
| 39 | SCHB | Schwab US Broad Market ETF | — | +200.00% | Add |
| 40 | V | Visa Inc-class A Shares | — | +0.24% | Add |
| 41 | MCD | Mcdonald's CORP | — | +0.21% | Add |
| 42 | VOO | Vanguard S&p 500 ETF | — | — | Unchanged |
| 43 | NOC | Northrop Grumman CORP | — | — | Unchanged |
| 44 | QCOM | Qualcomm Inc | — | — | Unchanged |
| 45 | CAT | Caterpillar Inc | — | — | Unchanged |
| 46 | VLO | Valero Energy CORP | — | — | Unchanged |
| 47 | VGT | Vanguard Info Tech ETF | — | — | Unchanged |
| 48 | HON | Honeywell International Inc | — | — | Unchanged |
| 49 | GILD | Gilead Sciences Inc | — | -5.02% | Trim |
| 50 | XLI | Ss Industrial Select Sector | — | — | Unchanged |
According to official SEC Form 13F filings, Van Cleef Asset Management,Inc reported a total U.S. public equity portfolio value of $1.0B 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 47.2% 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 78 total portfolio adjustments, initiating 5 new buys, adding to 29 positions, trimming 36 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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