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CIK: 0001482935
Total reported value
$981.0M
$981.0M
117 檔
52.3%
As reported in its official Q3 2025 Form 13F filing, Van Cleef Asset Management,Inc's tracked investment portfolio stood at $981.0M with 117 total positions.
In Q3 2025, Van Cleef Asset Management,Inc adopted a defensive or profit-taking posture, trimming 35 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 | 18.89% | +0.48% | -0.10% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 11.17% | +0.56% | -0.26% | |
| 3 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 7.98% | -1.74% | -2.69% | |
| 4 | VXF | Vanguard Extended Market ETF | ETF-Other | 7.46% | +0.83% | -0.25% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 6.59% | -0.32% | -0.59% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.67% | +0.99% | +0.19% | |
| 7 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 2.67% | +0.17% | +0.75% | |
| 8 | LAMR | Lamar Advertising Co-a | Stock-Real Estate | 2.64% | +0.42% | -0.01% | |
| 9 | LIN | Linde plc | Stock-Materials | 2.45% | -0.08% | -0.33% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.42% | +0.08% | +0.62% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.12% | +0.21% | -0.92% | |
| 12 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 2.11% | -0.08% | +1.66% | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 1.99% | -0.74% | +0.20% | |
| 14 | PAYX | Paychex Inc | Stock-Tech | 1.85% | -0.02% | +0.12% | |
| 15 | SYK | Stryker CORP | Stock-Healthcare | 1.76% | -0.16% | +0.07% | |
| 16 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.42% | -0.29% | -3.38% | |
| 17 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.41% | -0.13% | +0.04% | |
| 18 | AXP | American Express Co | Stock-Financials | 1.41% | +0.06% | -0.33% | |
| 19 | IXC | Ishares Global Energy ETF | ETF-Other | 1.21% | -0.40% | -0.94% | |
| 20 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.18% | -0.25% | -0.82% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.09% | +0.08% | — | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.06% | +0.10% | — | |
| 23 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.99% | -0.05% | +0.09% | |
| 24 | CB | Chubb Limited | Stock-Financials | 0.69% | -0.02% | +0.15% | |
| 25 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.66% | +0.04% | -2.25% | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 0.63% | +0.01% | -0.16% | |
| 27 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.60% | +0.07% | -2.23% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.52% | — | -0.18% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.49% | +0.02% | -8.75% | |
| 30 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.44% | +0.03% | — | |
| 31 | BLK | Blackrock Inc | Stock-Financials | 0.41% | -0.01% | -0.15% | |
| 32 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.40% | -0.03% | -0.16% | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.38% | — | -0.98% | |
| 34 | CEG | Constellation Energy | Stock-Utilities | 0.38% | -0.05% | -0.69% | |
| 35 | ADP | Automatic Data Processing | Stock-Tech | 0.38% | +0.01% | — | |
| 36 | XLK | Ss Technology Select Sector | ETF-Tech | 0.36% | +0.05% | — | |
| 37 | IEZ | Ishares U.s. Oil Equipment & | ETF-Other | 0.35% | -0.07% | +7.95% | |
| 38 | SLB | Slb LTD | Stock-Energy | 0.32% | -0.08% | -6.62% | |
| 39 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.27% | +0.01% | — | |
| 40 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.25% | +0.01% | +11.67% | |
| 41 | CVX | Chevron CORP | Stock-Energy | 0.25% | -0.08% | -2.16% | |
| 42 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.23% | -0.01% | — | |
| 43 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.22% | +0.02% | — | |
| 44 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.22% | — | — | |
| 45 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.21% | +0.06% | -0.54% | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.18% | +0.01% | — | |
| 47 | CSCO | Cisco Systems Inc | Stock-Tech | 0.18% | +0.09% | -0.13% | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.18% | +0.02% | — | |
| 49 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.16% | — | -1.55% | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.16% | +0.04% | -4.01% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc-a | +3.7% | -2.69% | Trim |
| 2 | GOOGL | Alphabet Inc-cl A | +1.3% | +0.19% | Trim |
| 3 | MSFT | Microsoft CORP | +1.2% | -0.59% | Trim |
| 4 | VXF | Vanguard Extended Market ETF | +0.6% | -0.25% | Trim |
| 5 | GOOG | Alphabet Inc-cl C | +0.6% | -0.92% | Trim |
| 6 | AAPL | Apple Inc | +0.2% | -0.26% | Trim |
| 7 | VWO | Vanguard Ftse Emerging Marke | +0.2% | +0.62% | Add |
| 8 | VEU | Vanguard Ftse All-world Ex-u | +0.2% | +0.75% | Add |
| 9 | AXP | American Express Co | +0.1% | -0.33% | Trim |
| 10 | SCHW | Schwab (charles) CORP | +0.1% | +0.04% | Unchanged |
| 11 | CEG | Constellation Energy | +0.1% | -0.69% | Trim |
| 12 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | — | Trim |
| 13 | XLC | Ss Comm Select Sector Spdr | +0.1% | +245.54% | Add |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Trim |
| 15 | IEMG | Ishares Core Msci Emerging | 0% | +11.67% | Add |
| 16 | DIS | Walt Disney Co/the | 0% | +0.09% | Trim |
| 17 | VT | Vanguard Tot World Stk ETF | 0% | — | Unchanged |
| 18 | XLK | Ss Technology Select Sector | 0% | — | Trim |
| 19 | GE | General Electric | 0% | — | Trim |
| 20 | GEV | GE Vernova Inc | 0% | — | Trim |
| 21 | JPM | Jpmorgan Chase & Co | 0% | -8.75% | Trim |
| 22 | VEA | Vanguard Ftse Developed ETF | 0% | -0.16% | Trim |
| 23 | NVDA | Nvidia CORP | 0% | +0.11% | Trim |
| 24 | SCHX | Schwab US Large-cap ETF | 0% | -2.23% | Trim |
| 25 | BLK | Blackrock Inc | 0% | -0.15% | Trim |
| 26 | IXUS | Ishares Core Intl Stock ETF | 0% | — | Unchanged |
| 27 | QQQ | Invesco Qqq Trust Series 1 | 0% | -4.01% | Trim |
| 28 | VOO | Vanguard S&p 500 ETF | 0% | — | Add |
| 29 | HD | Home Depot Inc | 0% | -0.16% | Trim |
| 30 | VBR | Vanguard Small-cap Value ETF | 0% | -2.25% | Trim |
| 31 | JNJ | Johnson & Johnson | 0% | -0.98% | Trim |
| 32 | BMY | Bristol-myers Squibb Co | 0% | +0.02% | Trim |
| 33 | LAMR | Lamar Advertising Co-a | -0.1% | -0.01% | Add |
| 34 | CVX | Chevron CORP | -0.1% | -2.16% | Trim |
| 35 | CL | Colgate-palmolive Co | -0.1% | — | Unchanged |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -0.18% | Trim |
| 37 | LLY | Eli Lilly & Co | -0.1% | -0.54% | Trim |
| 38 | UNH | Unitedhealth Group Inc | -0.1% | -3.77% | Trim |
| 39 | SLB | Slb LTD | -0.1% | -6.62% | Trim |
| 40 | CB | Chubb Limited | -0.1% | +0.15% | Trim |
| 41 | IXC | Ishares Global Energy ETF | -0.2% | -0.94% | Trim |
| 42 | LIN | Linde plc | -0.2% | -0.33% | Trim |
| 43 | PEP | Pepsico Inc | -0.3% | -0.82% | Trim |
| 44 | XOM | Exxon Mobil CORP | -0.3% | +0.20% | Add |
| 45 | CMCSA | Comcast Corp-class A | -0.5% | -3.38% | Trim |
| 46 | PAYX | Paychex Inc | -0.7% | +0.12% | Trim |
| 47 | PGR | Progressive CORP | -4.8% | -0.10% | Add |
| 48 | PECO | Phillips Edison & Company In | — | EXIT | Sold out |
| 49 | WDAY | Workday Inc-class A | — | EXIT | Sold out |
| 50 | GD | General Dynamics 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 117 disclosed positions in Q3 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, PLTR) accounted for 52.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
GD
市值: $248.6K
Top Position Liquidated / Trimmed
PECO
前期市值: $572.9K
During Q3 2025, Van Cleef Asset Management,Inc's top holdings by market value included PGR (18.9%)、AAPL (11.2%)、PLTR (8.0%). The largest single position, PGR, represented 18.9% of total portfolio value.
In Q3 2025, Van Cleef Asset Management,Inc made 46 total portfolio adjustments, initiating 1 new buys, adding to 8 positions, trimming 35 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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