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CIK: 0001482935
Total reported value
$1.0B
$1.0B
119 檔
47.8%
In Q2 2026, Van Cleef Asset Management,Inc's U.S. equity holdings reached a combined market value of $1.0B, distributed across 119 disclosed stock positions.
In Q2 2026, Van Cleef Asset Management,Inc adopted a defensive or profit-taking posture, trimming 52 positions and completely liquidating 0 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PGR | Progressive CORP | Stock-Financials | 16.83% | -1.45% | -1.30% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 12.01% | +0.96% | -2.79% | |
| 3 | VXF | Vanguard Extended Market ETF | ETF-Other | 8.56% | -0.82% | -2.23% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.81% | -0.52% | -0.53% | |
| 5 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 4.86% | +2.59% | -2.46% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 4.62% | +1.42% | -2.12% | |
| 7 | LAMR | Lamar Advertising Co-a | Stock-Real Estate | 3.30% | -0.37% | -1.76% | |
| 8 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 3.11% | -0.13% | +0.20% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.78% | -0.20% | -6.94% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.63% | -0.09% | -1.60% | |
| 11 | LIN | Linde plc | Stock-Materials | 2.49% | -0.25% | -2.32% | |
| 12 | XOM | Exxon Mobil CORP | Stock-Energy | 2.38% | -2.38% | EXIT | |
| 13 | PAYX | Paychex Inc | Stock-Tech | 2.24% | -0.08% | -1.99% | |
| 14 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 1.55% | -0.18% | +0.53% | |
| 15 | SYK | Stryker CORP | Stock-Healthcare | 1.50% | -0.19% | -0.22% | |
| 16 | AXP | American Express Co | Stock-Financials | 1.39% | -0.19% | -1.39% | |
| 17 | IXC | Ishares Global Energy ETF | ETF-Other | 1.35% | +0.13% | -4.59% | |
| 18 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.33% | +0.02% | -2.01% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.19% | -0.01% | — | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.08% | — | -0.21% | |
| 21 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.08% | -0.14% | -2.02% | |
| 22 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.01% | -0.22% | -4.13% | |
| 23 | CB | Chubb Limited | Stock-Financials | 0.89% | -0.07% | -1.48% | |
| 24 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.83% | -0.08% | +0.21% | |
| 25 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.79% | +0.02% | +1.49% | |
| 26 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.73% | +0.01% | -1.27% | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 0.54% | -0.12% | — | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.52% | -0.01% | +0.88% | |
| 29 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.50% | -0.08% | — | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.49% | -0.01% | -0.03% | |
| 31 | IEZ | Ishares U.s. Oil Equipment & | ETF-Other | 0.47% | -0.03% | -1.49% | |
| 32 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.44% | -0.01% | +0.27% | |
| 33 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.43% | -0.02% | -11.67% | |
| 34 | SLB | Slb LTD | Stock-Energy | 0.42% | +0.01% | -0.34% | |
| 35 | XLK | Ss Technology Select Sector | ETF-Tech | 0.40% | — | -14.66% | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.34% | -0.03% | -0.86% | |
| 37 | BLK | Blackrock Inc | Stock-Financials | 0.33% | +0.01% | +0.57% | |
| 38 | CSCO | Cisco Systems Inc | Stock-Tech | 0.31% | -0.03% | -0.03% | |
| 39 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.31% | -0.03% | — | |
| 40 | ADP | Automatic Data Processing | Stock-Tech | 0.29% | +0.04% | — | |
| 41 | CEG | Constellation Energy | Stock-Utilities | 0.28% | -0.01% | +0.13% | |
| 42 | CVX | Chevron CORP | Stock-Energy | 0.27% | +0.05% | — | |
| 43 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.26% | -0.02% | -5.50% | |
| 44 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.25% | +0.02% | -0.39% | |
| 45 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.24% | — | -2.04% | |
| 46 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.24% | -0.01% | — | |
| 47 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.20% | — | +2.84% | |
| 48 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.20% | — | -0.07% | |
| 49 | ABBV | Abbvie Inc | Stock-Healthcare | 0.19% | +0.01% | +1.56% | |
| 50 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.18% | +0.06% | +0.15% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1% | -0.53% | Trim |
| 2 | VXF | Vanguard Extended Market ETF | +0.8% | -2.23% | Trim |
| 3 | AAPL | Apple Inc | +0.6% | -2.79% | Trim |
| 4 | PGR | Progressive CORP | +0.5% | -1.30% | Trim |
| 5 | LAMR | Lamar Advertising Co-a | +0.4% | -1.76% | Trim |
| 6 | GOOG | Alphabet Inc-cl C | +0.2% | -6.94% | Trim |
| 7 | VEU | Vanguard Ftse All-world Ex-u | +0.2% | +0.20% | Add |
| 8 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | — | Unchanged |
| 9 | CSCO | Cisco Systems Inc | +0.1% | -0.03% | Trim |
| 10 | VWO | Vanguard Ftse Emerging Marke | +0.1% | -1.60% | Trim |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -0.21% | Trim |
| 12 | SCHX | Schwab US Large-cap ETF | +0.1% | +1.49% | Add |
| 13 | AXP | American Express Co | +0.1% | -1.39% | Trim |
| 14 | LLY | Eli Lilly & Co | +0.1% | -0.86% | Trim |
| 15 | XLK | Ss Technology Select Sector | +0.1% | -14.66% | Trim |
| 16 | UNH | Unitedhealth Group Inc | +0.1% | -0.12% | Trim |
| 17 | INTC | Intel CORP | +0.1% | — | Unchanged |
| 18 | VBR | Vanguard Small-cap Value ETF | 0% | +0.21% | Add |
| 19 | QQQ | Invesco Qqq Trust Series 1 | 0% | +2.84% | Add |
| 20 | VT | Vanguard Tot World Stk ETF | 0% | — | Unchanged |
| 21 | CAT | Caterpillar Inc | 0% | -2.82% | Trim |
| 22 | JPM | Jpmorgan Chase & Co | 0% | -0.03% | Trim |
| 23 | GE | General Electric | 0% | -0.17% | Trim |
| 24 | SCHB | Schwab US Broad Market ETF | 0% | — | Unchanged |
| 25 | ABBV | Abbvie Inc | 0% | +1.56% | Add |
| 26 | GEV | GE Vernova Inc | 0% | — | Unchanged |
| 27 | CSX | Csx CORP | 0% | NEW | New buy |
| 28 | CRWD | Crowdstrike Holdings Inc - A | 0% | -0.17% | Trim |
| 29 | VGT | Vanguard Info Tech ETF | 0% | +700.00% | Add |
| 30 | HD | Home Depot Inc | 0% | — | Unchanged |
| 31 | IEMG | Ishares Core Msci Emerging | 0% | -5.50% | Trim |
| 32 | ADP | Automatic Data Processing | 0% | — | Unchanged |
| 33 | VOO | Vanguard S&p 500 ETF | 0% | +0.15% | Add |
| 34 | CL | Colgate-palmolive Co | 0% | — | Unchanged |
| 35 | AMZN | Amazon.com Inc | 0% | -0.75% | Trim |
| 36 | SBUX | Starbucks CORP | 0% | +0.22% | Add |
| 37 | BAC | Bank Of America CORP | 0% | +2.55% | Add |
| 38 | XLI | Ss Industrial Select Sector | 0% | — | Unchanged |
| 39 | IWM | Ishares Russell 2000 ETF | 0% | -4.91% | Trim |
| 40 | TSLA | Tesla Inc | 0% | -2.68% | Trim |
| 41 | DE | Deere & Co | 0% | — | Unchanged |
| 42 | STT | State Street CORP | 0% | — | Unchanged |
| 43 | MCHP | Microchip Technology Inc | 0% | — | Unchanged |
| 44 | ETN | Eaton Corporation plc | 0% | — | Unchanged |
| 45 | VTV | Vanguard Value ETF | 0% | — | Unchanged |
| 46 | IVV | Ishares Core S&p 500 ETF | 0% | -6.24% | Trim |
| 47 | TT | Trane Technologies plc | 0% | — | Unchanged |
| 48 | WELL | Welltower Inc | 0% | — | Unchanged |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | — | +0.88% | Add |
| 50 | IXUS | Ishares Core Intl Stock ETF | — | -2.04% | Trim |
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 Q2 2026.
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 47.8% of total reported equity market value during Q2 2026.
Top New Position Initiated
CSX
市值: $226.0K
Top Position Liquidated / Trimmed
PGR
前期市值: $151.8M
During Q2 2026, Van Cleef Asset Management,Inc's top holdings by market value included PGR (16.8%)、AAPL (12.0%)、VXF (8.6%). The largest single position, PGR, represented 16.8% of total portfolio value.
In Q2 2026, Van Cleef Asset Management,Inc made 80 total portfolio adjustments, initiating 1 new buys, adding to 27 positions, trimming 52 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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