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CIK: 0001482935
Total reported value
$981.0M
$981.0M
117 檔
49.0%
The Q2 2025 SEC filing reveals that Van Cleef Asset Management,Inc held a total portfolio value of $981.0M, covering 117 public equity positions.
In Q2 2025, Van Cleef Asset Management,Inc adopted a defensive or profit-taking posture, trimming 34 positions and completely liquidating 2 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PGR | Progressive CORP | Stock-Financials | 21.65% | +0.48% | +1.68% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 9.56% | +0.56% | -1.07% | |
| 3 | VXF | Vanguard Extended Market ETF | ETF-Other | 7.30% | +0.83% | -0.09% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 6.75% | -0.32% | -0.46% | |
| 5 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 6.50% | -1.74% | -1.34% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.58% | +0.99% | -0.89% | |
| 7 | LAMR | Lamar Advertising Co-a | Stock-Real Estate | 2.78% | +0.42% | +1.17% | |
| 8 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 2.64% | +0.17% | -0.49% | |
| 9 | LIN | Linde plc | Stock-Materials | 2.58% | -0.08% | -0.20% | |
| 10 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 2.50% | -0.08% | +21.48% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.33% | +0.08% | -0.44% | |
| 12 | PAYX | Paychex Inc | Stock-Tech | 2.24% | -0.02% | -0.61% | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 2.02% | -0.74% | +1.01% | |
| 14 | SYK | Stryker CORP | Stock-Healthcare | 2.00% | -0.16% | -0.19% | |
| 15 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.77% | -0.29% | -0.37% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.66% | +0.21% | -1.57% | |
| 17 | AXP | American Express Co | Stock-Financials | 1.44% | +0.06% | -0.97% | |
| 18 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.43% | -0.13% | -0.04% | |
| 19 | IXC | Ishares Global Energy ETF | ETF-Other | 1.22% | -0.40% | -0.81% | |
| 20 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.19% | -0.25% | -2.16% | |
| 21 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.13% | -0.05% | -1.51% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.07% | +0.08% | -2.87% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.04% | +0.10% | -0.22% | |
| 24 | CB | Chubb Limited | Stock-Financials | 0.75% | -0.02% | -0.97% | |
| 25 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.67% | +0.04% | -1.36% | |
| 26 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.61% | +0.07% | -1.78% | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 0.60% | +0.01% | -0.60% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.53% | — | +0.04% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.52% | +0.02% | -1.31% | |
| 30 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.44% | +0.03% | — | |
| 31 | ADP | Automatic Data Processing | Stock-Tech | 0.42% | +0.01% | — | |
| 32 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.41% | -0.03% | -0.65% | |
| 33 | CEG | Constellation Energy | Stock-Utilities | 0.40% | -0.05% | -0.91% | |
| 34 | BLK | Blackrock Inc | Stock-Financials | 0.39% | -0.01% | -9.24% | |
| 35 | SLB | Slb LTD | Stock-Energy | 0.36% | -0.08% | +2.90% | |
| 36 | XLK | Ss Technology Select Sector | ETF-Tech | 0.34% | +0.05% | -11.88% | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.34% | — | -2.76% | |
| 38 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.32% | +0.01% | — | |
| 39 | IEZ | Ishares U.s. Oil Equipment & | ETF-Other | 0.30% | -0.07% | -7.19% | |
| 40 | CVX | Chevron CORP | Stock-Energy | 0.25% | -0.08% | +0.01% | |
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.25% | -0.01% | — | |
| 42 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.23% | +0.06% | -17.96% | |
| 43 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.22% | +0.01% | -0.75% | |
| 44 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.22% | — | — | |
| 45 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.22% | +0.02% | -5.94% | |
| 46 | CSCO | Cisco Systems Inc | Stock-Tech | 0.19% | +0.09% | -0.39% | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.18% | +0.01% | +0.07% | |
| 48 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.17% | — | — | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.16% | +0.04% | — | |
| 50 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.16% | +0.01% | -0.06% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc-a | +2.2% | -1.34% | Trim |
| 2 | MSFT | Microsoft CORP | +1.4% | -0.46% | Trim |
| 3 | VXF | Vanguard Extended Market ETF | +0.4% | -0.09% | Trim |
| 4 | GOOGL | Alphabet Inc-cl A | +0.3% | -0.89% | Trim |
| 5 | DIS | Walt Disney Co/the | +0.2% | -1.51% | Trim |
| 6 | MKC | Mccormick & Co-non Vtg Shrs | +0.2% | +21.48% | Add |
| 7 | AXP | American Express Co | +0.2% | -0.97% | Trim |
| 8 | SCHW | Schwab (charles) CORP | +0.1% | -0.04% | Trim |
| 9 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | -0.49% | Trim |
| 10 | CEG | Constellation Energy | +0.1% | -0.91% | Trim |
| 11 | GOOG | Alphabet Inc-cl C | +0.1% | -1.57% | Trim |
| 12 | LAMR | Lamar Advertising Co-a | +0.1% | +1.17% | Add |
| 13 | VWO | Vanguard Ftse Emerging Marke | +0.1% | -0.44% | Trim |
| 14 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | -0.22% | Trim |
| 15 | JPM | Jpmorgan Chase & Co | +0.1% | -1.31% | Trim |
| 16 | VT | Vanguard Tot World Stk ETF | 0% | — | Unchanged |
| 17 | VEA | Vanguard Ftse Developed ETF | 0% | -0.65% | Trim |
| 18 | MCHP | Microchip Technology Inc | 0% | NEW | New buy |
| 19 | TT | Trane Technologies plc | 0% | NEW | New buy |
| 20 | SYK | Stryker CORP | 0% | -0.19% | Trim |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -2.87% | Trim |
| 22 | SCHX | Schwab US Large-cap ETF | 0% | -1.78% | Trim |
| 23 | NFLX | Netflix Inc | 0% | -3.85% | Trim |
| 24 | GD | General Dynamics CORP | 0% | NEW | New buy |
| 25 | GEV | GE Vernova Inc | 0% | -1.29% | Trim |
| 26 | XLK | Ss Technology Select Sector | 0% | -11.88% | Trim |
| 27 | QQQ | Invesco Qqq Trust Series 1 | 0% | — | Unchanged |
| 28 | IXUS | Ishares Core Intl Stock ETF | 0% | — | Unchanged |
| 29 | IEMG | Ishares Core Msci Emerging | 0% | -0.75% | Trim |
| 30 | VBR | Vanguard Small-cap Value ETF | 0% | -1.36% | Trim |
| 31 | WDAY | Workday Inc-class A | 0% | EXIT | Sold out |
| 32 | BMY | Bristol-myers Squibb Co | 0% | -10.52% | Trim |
| 33 | ABBV | Abbvie Inc | 0% | -2.99% | Trim |
| 34 | XLF | Ss Financial Select Sector | 0% | EXIT | Sold out |
| 35 | MRK | Merck & Co. Inc. | 0% | — | Unchanged |
| 36 | CVX | Chevron CORP | -0.1% | +0.01% | Add |
| 37 | JNJ | Johnson & Johnson | -0.1% | -2.76% | Trim |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | +0.04% | Add |
| 39 | CB | Chubb Limited | -0.1% | -0.97% | Trim |
| 40 | SLB | Slb LTD | -0.1% | +2.90% | Add |
| 41 | IEZ | Ishares U.s. Oil Equipment & | -0.1% | -7.19% | Trim |
| 42 | LLY | Eli Lilly & Co | -0.1% | -17.96% | Trim |
| 43 | UNH | Unitedhealth Group Inc | -0.1% | -7.00% | Trim |
| 44 | IXC | Ishares Global Energy ETF | -0.2% | -0.81% | Trim |
| 45 | CMCSA | Comcast Corp-class A | -0.2% | -0.37% | Trim |
| 46 | PEP | Pepsico Inc | -0.3% | -2.16% | Trim |
| 47 | PAYX | Paychex Inc | -0.3% | -0.61% | Trim |
| 48 | XOM | Exxon Mobil CORP | -0.3% | +1.01% | Add |
| 49 | AAPL | Apple Inc | -1.4% | -1.07% | Trim |
| 50 | PGR | Progressive CORP | -2.1% | +1.68% | Add |
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 117 disclosed positions in Q2 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 49.0% of total reported equity market value during Q2 2025.
Top New Position Initiated
MCHP
市值: $246.3K
Top Position Liquidated / Trimmed
WDAY
前期市值: $280.2K
During Q2 2025, Van Cleef Asset Management,Inc's top holdings by market value included PGR (21.6%)、AAPL (9.6%)、VXF (7.3%). The largest single position, PGR, represented 21.6% of total portfolio value.
In Q2 2025, Van Cleef Asset Management,Inc made 46 total portfolio adjustments, initiating 3 new buys, adding to 7 positions, trimming 34 holdings, and fully liquidating 2 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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