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CIK: 0001482935
Total reported value
$981.0M
$981.0M
116 檔
46.2%
According to the latest 13F quarterly dataset, Van Cleef Asset Management,Inc managed an equity portfolio of $981.0M at the end of Q1 2025, spanning 116 distinct U.S. exchange-listed positions.
In Q1 2025, Van Cleef Asset Management,Inc displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PGR | Progressive CORP | Stock-Financials | 23.71% | +0.48% | -6.27% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 10.99% | +0.56% | -3.23% | |
| 3 | VXF | Vanguard Extended Market ETF | ETF-Other | 6.86% | +0.83% | +0.86% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 5.37% | -0.32% | -1.40% | |
| 5 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 4.28% | -1.74% | -35.23% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.33% | +0.99% | +1.71% | |
| 7 | LAMR | Lamar Advertising Co-a | Stock-Real Estate | 2.70% | +0.42% | +0.34% | |
| 8 | LIN | Linde plc | Stock-Materials | 2.69% | -0.08% | +0.18% | |
| 9 | PAYX | Paychex Inc | Stock-Tech | 2.51% | -0.02% | -0.94% | |
| 10 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 2.51% | +0.17% | +1.47% | |
| 11 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 2.34% | -0.08% | +20.88% | |
| 12 | XOM | Exxon Mobil CORP | Stock-Energy | 2.31% | -0.74% | -1.85% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.25% | +0.08% | +2.23% | |
| 14 | SYK | Stryker CORP | Stock-Healthcare | 1.98% | -0.16% | +0.56% | |
| 15 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.93% | -0.29% | +61.52% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.56% | +0.21% | -2.85% | |
| 17 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.45% | -0.25% | -0.52% | |
| 18 | IXC | Ishares Global Energy ETF | ETF-Other | 1.38% | -0.40% | -0.50% | |
| 19 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.29% | -0.13% | +1.05% | |
| 20 | AXP | American Express Co | Stock-Financials | 1.28% | +0.06% | +0.09% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.05% | +0.08% | -0.72% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.99% | +0.10% | -10.55% | |
| 23 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.96% | -0.05% | +3.48% | |
| 24 | CB | Chubb Limited | Stock-Financials | 0.83% | -0.02% | +0.30% | |
| 25 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.68% | +0.04% | -0.79% | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 0.64% | +0.01% | +0.39% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.61% | — | -3.76% | |
| 28 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.59% | +0.07% | -2.07% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.47% | +0.02% | -3.15% | |
| 30 | SLB | Slb LTD | Stock-Energy | 0.45% | -0.08% | +5.30% | |
| 31 | ADP | Automatic Data Processing | Stock-Tech | 0.44% | +0.01% | +0.91% | |
| 32 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.41% | +0.03% | — | |
| 33 | BLK | Blackrock Inc | Stock-Financials | 0.40% | -0.01% | -0.81% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.40% | — | -8.10% | |
| 35 | IEZ | Ishares U.s. Oil Equipment & | ETF-Other | 0.39% | -0.07% | -0.84% | |
| 36 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.38% | -0.03% | -4.43% | |
| 37 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.35% | +0.01% | — | |
| 38 | XLK | Ss Technology Select Sector | ETF-Tech | 0.33% | +0.05% | -2.32% | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.32% | +0.06% | — | |
| 40 | CVX | Chevron CORP | Stock-Energy | 0.31% | -0.08% | +0.01% | |
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.28% | -0.01% | -0.69% | |
| 42 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.27% | +0.05% | -17.66% | |
| 43 | CEG | Constellation Energy | Stock-Utilities | 0.27% | -0.05% | +1.29% | |
| 44 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.22% | +0.02% | -2.49% | |
| 45 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.21% | +0.01% | -1.79% | |
| 46 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.21% | — | -3.09% | |
| 47 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.20% | — | -7.85% | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.18% | +0.02% | — | |
| 49 | CSCO | Cisco Systems Inc | Stock-Tech | 0.18% | +0.09% | -8.63% | |
| 50 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.18% | +0.01% | -1.03% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PGR | Progressive CORP | — | NEW | New buy |
| 2 | AAPL | Apple Inc | — | NEW | New buy |
| 3 | VXF | Vanguard Extended Market ETF | — | NEW | New buy |
| 4 | MSFT | Microsoft CORP | — | NEW | New buy |
| 5 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
| 6 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 7 | LAMR | Lamar Advertising Co-a | — | NEW | New buy |
| 8 | LIN | Linde plc | — | NEW | New buy |
| 9 | PAYX | Paychex Inc | — | NEW | New buy |
| 10 | VEU | Vanguard Ftse All-world Ex-u | — | NEW | New buy |
| 11 | MKC | Mccormick & Co-non Vtg Shrs | — | NEW | New buy |
| 12 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 13 | VWO | Vanguard Ftse Emerging Marke | — | NEW | New buy |
| 14 | SYK | Stryker CORP | — | NEW | New buy |
| 15 | CMCSA | Comcast Corp-class A | — | NEW | New buy |
| 16 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 17 | PEP | Pepsico Inc | — | NEW | New buy |
| 18 | IXC | Ishares Global Energy ETF | — | NEW | New buy |
| 19 | SCHW | Schwab (charles) CORP | — | NEW | New buy |
| 20 | AXP | American Express Co | — | NEW | New buy |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 22 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | New buy |
| 23 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 24 | CB | Chubb Limited | — | NEW | New buy |
| 25 | VBR | Vanguard Small-cap Value ETF | — | NEW | New buy |
| 26 | HD | Home Depot Inc | — | NEW | New buy |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 28 | SCHX | Schwab US Large-cap ETF | — | NEW | New buy |
| 29 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 30 | SLB | Slb LTD | — | NEW | New buy |
| 31 | ADP | Automatic Data Processing | — | NEW | New buy |
| 32 | VT | Vanguard Tot World Stk ETF | — | NEW | New buy |
| 33 | BLK | Blackrock Inc | — | NEW | New buy |
| 34 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 35 | IEZ | Ishares U.s. Oil Equipment & | — | NEW | New buy |
| 36 | VEA | Vanguard Ftse Developed ETF | — | NEW | New buy |
| 37 | CL | Colgate-palmolive Co | — | NEW | New buy |
| 38 | XLK | Ss Technology Select Sector | — | NEW | New buy |
| 39 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 40 | CVX | Chevron CORP | — | NEW | New buy |
| 41 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 42 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 43 | CEG | Constellation Energy | — | NEW | New buy |
| 44 | SCHB | Schwab US Broad Market ETF | — | NEW | New buy |
| 45 | IEMG | Ishares Core Msci Emerging | — | NEW | New buy |
| 46 | IXUS | Ishares Core Intl Stock ETF | — | NEW | New buy |
| 47 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 48 | ABBV | Abbvie Inc | — | NEW | New buy |
| 49 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 50 | SBUX | Starbucks CORP | — | NEW | New buy |
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 116 disclosed positions in Q1 2025.
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 46.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
PGR
市值: $209.7M
During Q1 2025, Van Cleef Asset Management,Inc's top holdings by market value included PGR (23.7%)、AAPL (11.0%)、VXF (6.9%). The largest single position, PGR, represented 23.7% of total portfolio value.
In Q1 2025, Van Cleef Asset Management,Inc made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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