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CIK: 0001482935
Total reported value
$981.0M
$981.0M
117 檔
50.7%
At the close of Q4 2025, Van Cleef Asset Management,Inc disclosed equity holdings valued at approximately $981.0M, spread across 117 reported holdings.
In Q4 2025, Van Cleef Asset Management,Inc adopted a defensive or profit-taking posture, trimming 31 positions and completely liquidating 3 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PGR | Progressive CORP | Stock-Financials | 17.58% | +0.48% | +1.20% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 11.74% | +0.56% | -1.35% | |
| 3 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 7.62% | -1.74% | -1.77% | |
| 4 | VXF | Vanguard Extended Market ETF | ETF-Other | 7.40% | +0.83% | -0.55% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 6.09% | -0.32% | -0.88% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.95% | +0.99% | -0.69% | |
| 7 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 2.73% | +0.17% | -0.26% | |
| 8 | LAMR | Lamar Advertising Co-a | Stock-Real Estate | 2.73% | +0.42% | -0.09% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.66% | +0.21% | -2.45% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.40% | +0.08% | -0.08% | |
| 11 | PAYX | Paychex Inc | Stock-Tech | 2.35% | -0.02% | +44.06% | |
| 12 | XOM | Exxon Mobil CORP | Stock-Energy | 2.12% | -0.74% | -0.23% | |
| 13 | LIN | Linde plc | Stock-Materials | 2.08% | -0.08% | -5.57% | |
| 14 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 1.97% | -0.08% | -8.43% | |
| 15 | SYK | Stryker CORP | Stock-Healthcare | 1.67% | -0.16% | -0.07% | |
| 16 | AXP | American Express Co | Stock-Financials | 1.55% | +0.06% | -1.00% | |
| 17 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.47% | -0.13% | -0.32% | |
| 18 | IXC | Ishares Global Energy ETF | ETF-Other | 1.21% | -0.40% | -0.74% | |
| 19 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.17% | -0.25% | -3.15% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.08% | +0.10% | -0.06% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.01% | +0.08% | -8.60% | |
| 22 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.88% | -0.05% | -9.69% | |
| 23 | CB | Chubb Limited | Stock-Financials | 0.82% | -0.02% | +7.83% | |
| 24 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.72% | -0.29% | -46.89% | |
| 25 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.67% | +0.04% | -0.34% | |
| 26 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.67% | +0.07% | +8.79% | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 0.53% | +0.01% | -0.91% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.52% | — | -0.41% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.49% | +0.02% | -0.80% | |
| 30 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.45% | +0.03% | — | |
| 31 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.42% | -0.03% | -0.49% | |
| 32 | ADP | Automatic Data Processing | Stock-Tech | 0.41% | +0.01% | +24.13% | |
| 33 | CEG | Constellation Energy | Stock-Utilities | 0.40% | -0.05% | -2.69% | |
| 34 | IEZ | Ishares U.s. Oil Equipment & | ETF-Other | 0.37% | -0.07% | +0.12% | |
| 35 | BLK | Blackrock Inc | Stock-Financials | 0.36% | -0.01% | -1.84% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.36% | — | -14.86% | |
| 37 | XLK | Ss Technology Select Sector | ETF-Tech | 0.36% | +0.05% | +100.00% | |
| 38 | SLB | Slb LTD | Stock-Energy | 0.35% | -0.08% | -2.95% | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.31% | +0.06% | +1.98% | |
| 40 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.26% | +0.01% | — | |
| 41 | CVX | Chevron CORP | Stock-Energy | 0.24% | -0.08% | +0.01% | |
| 42 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.23% | +0.01% | -13.95% | |
| 43 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.23% | +0.02% | — | |
| 44 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.22% | — | -2.17% | |
| 45 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.20% | — | — | |
| 46 | CSCO | Cisco Systems Inc | Stock-Tech | 0.20% | +0.09% | -0.26% | |
| 47 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.20% | -0.01% | -3.82% | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.17% | +0.02% | +0.39% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.17% | +0.04% | +1.82% | |
| 50 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.17% | +0.01% | -10.30% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1.3% | -0.69% | Trim |
| 2 | AAPL | Apple Inc | +0.6% | -1.35% | Trim |
| 3 | GOOG | Alphabet Inc-cl C | +0.5% | -2.45% | Trim |
| 4 | PAYX | Paychex Inc | +0.5% | +44.06% | Add |
| 5 | AXP | American Express Co | +0.1% | -1.00% | Trim |
| 6 | CB | Chubb Limited | +0.1% | +7.83% | Add |
| 7 | XOM | Exxon Mobil CORP | +0.1% | -0.23% | Trim |
| 8 | LLY | Eli Lilly & Co | +0.1% | +1.98% | Add |
| 9 | LAMR | Lamar Advertising Co-a | +0.1% | -0.09% | Trim |
| 10 | SCHX | Schwab US Large-cap ETF | +0.1% | +8.79% | Add |
| 11 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | -0.26% | Trim |
| 12 | SCHW | Schwab (charles) CORP | +0.1% | -0.32% | Trim |
| 13 | MRK | Merck & Co. Inc. | 0% | — | Unchanged |
| 14 | ADP | Automatic Data Processing | 0% | +24.13% | Add |
| 15 | SLB | Slb LTD | 0% | -2.95% | Trim |
| 16 | IEZ | Ishares U.s. Oil Equipment & | 0% | +0.12% | Add |
| 17 | CSCO | Cisco Systems Inc | 0% | -0.26% | Trim |
| 18 | VTI | Vanguard Total Stock Mkt ETF | 0% | -0.06% | Trim |
| 19 | CAT | Caterpillar Inc | 0% | +18.91% | Add |
| 20 | AMZN | Amazon.com Inc | 0% | +7.45% | Add |
| 21 | CEG | Constellation Energy | 0% | -2.69% | Trim |
| 22 | VEA | Vanguard Ftse Developed ETF | 0% | -0.49% | Trim |
| 23 | NVDA | Nvidia CORP | 0% | +15.91% | Add |
| 24 | VT | Vanguard Tot World Stk ETF | 0% | — | Unchanged |
| 25 | VOO | Vanguard S&p 500 ETF | 0% | -10.30% | Trim |
| 26 | PEP | Pepsico Inc | 0% | -3.15% | Trim |
| 27 | IEMG | Ishares Core Msci Emerging | 0% | -13.95% | Trim |
| 28 | PG | Procter & Gamble Co/the | 0% | -3.82% | Trim |
| 29 | VWO | Vanguard Ftse Emerging Marke | 0% | -0.08% | Trim |
| 30 | JNJ | Johnson & Johnson | 0% | -14.86% | Trim |
| 31 | COST | Costco Wholesale CORP | 0% | -5.56% | Trim |
| 32 | NFLX | Netflix Inc | 0% | +813.92% | Add |
| 33 | BLK | Blackrock Inc | -0.1% | -1.84% | Trim |
| 34 | VXF | Vanguard Extended Market ETF | -0.1% | -0.55% | Trim |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -8.60% | Trim |
| 36 | SYK | Stryker CORP | -0.1% | -0.07% | Trim |
| 37 | HD | Home Depot Inc | -0.1% | -0.91% | Trim |
| 38 | DIS | Walt Disney Co/the | -0.1% | -9.69% | Trim |
| 39 | MKC | Mccormick & Co-non Vtg Shrs | -0.1% | -8.43% | Trim |
| 40 | PLTR | Palantir Technologies Inc-a | -0.4% | -1.77% | Trim |
| 41 | LIN | Linde plc | -0.4% | -5.57% | Trim |
| 42 | MSFT | Microsoft CORP | -0.5% | -0.88% | Trim |
| 43 | CMCSA | Comcast Corp-class A | -0.7% | -46.89% | Trim |
| 44 | PGR | Progressive CORP | -1.3% | +1.20% | Add |
| 45 | TSLA | Tesla Inc | — | NEW | New buy |
| 46 | QCOM | Qualcomm Inc | — | EXIT | Sold out |
| 47 | EEM | Ishares Msci Emerging Market | — | NEW | New buy |
| 48 | HON | Honeywell International Inc | — | EXIT | Sold out |
| 49 | MAS | Masco CORP | — | EXIT | Sold out |
| 50 | INTC | Intel 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 Q4 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 50.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
TSLA
市值: $1.3M
Top Position Liquidated / Trimmed
QCOM
前期市值: $274.5K
During Q4 2025, Van Cleef Asset Management,Inc's top holdings by market value included PGR (17.6%)、AAPL (11.7%)、PLTR (7.6%). The largest single position, PGR, represented 17.6% of total portfolio value.
In Q4 2025, Van Cleef Asset Management,Inc made 48 total portfolio adjustments, initiating 3 new buys, adding to 11 positions, trimming 31 holdings, and fully liquidating 3 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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