Q3 2026 13F · SEC CIK 1482935

Van Cleef Asset Management,Inc

Wealth managerFiled 2026-10-20 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.0B
Reported positions: 120
Top holdings a year, 3 yrs: +19.2%
Assets under management: $1.2B

Van Cleef Asset Management,Inc is a wealth manager that reported 120 positions worth $1.0B in its Q3 2026 13F, filed 2026-10-20. Its largest holdings were Progressive Corp (PGR, 15.4%), Apple Inc (AAPL, 13.0%), Vanguard Index Fds (VXF, 7.7%). A portfolio copying its top holdings returned 19.2% a year over the last 3 years, against 20.4% for the S&P 500.

Van Cleef Asset Management,Inc holdings largest 50 of 120 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Van Cleef Asset Management,Inc 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
PGRProgressive Corp	15.4%	16.8%	747,474	-1.1%	$155.0M
AAPLApple Inc	13.0%	12.0%	392,226	-3.7%	$130.6M
VXFVanguard Index Fds	7.7%	8.6%	336,552	-1.3%	$78.0M
PLTRPalantir Technologies Inc	7.5%	4.9%	401,370	-1.8%	$75.1M
GOOGLAlphabet Inc	6.3%	6.8%	184,051	-1.5%	$63.3M
MSFTMicrosoft Corp	6.0%	4.6%	118,660	-2.2%	$60.9M
VEUVanguard Intl Equity Index F	3.0%	3.1%	361,716	-0.6%	$30.0M
LAMRLamar Advertising Co New Cl A	2.9%	3.3%	204,516	-1.5%	$29.5M
XOMExxonmobil Holdings Corp	2.7%	—	168,952	—	$27.5M
GOOGAlphabet Inc	2.6%	2.8%	76,171	-1.5%	$26.0M
VWOVanguard Intl Equity Index F	2.5%	2.6%	430,547	-0.2%	$25.5M
LINLinde PLC	2.2%	2.5%	47,512	+0.9%	$22.6M
PAYXPaychex Inc	2.2%	2.2%	220,795	-1.2%	$21.7M
IXCIshares Tr	1.5%	1.4%	261,530	-3.0%	$14.9M
MKCMccormick & Co Inc	1.4%	1.6%	296,713	-1.9%	$13.8M
SCHWCharles Schwab Corp (the)	1.4%	1.3%	139,947	-1.4%	$13.7M
SYKStryker Corporation	1.3%	1.5%	47,940	+2.6%	$13.2M
AXPAmerican Express Co	1.2%	1.4%	39,795	-1.5%	$12.1M
VTIVanguard Index Fds	1.2%	1.2%	31,625	-0.2%	$11.8M
SPYState Str Spdr S&p 500 ETF T	1.1%	1.1%	14,256	+0.3%	$10.9M
PEPPepsico Inc	0.9%	1.1%	75,092	-4.0%	$9.5M
CBChubb Limited	0.8%	0.9%	25,322	-0.9%	$8.2M
SCHXSchwab Strategic Tr	0.8%	0.8%	270,560	+2.2%	$8.1M
CMCSAComcast Corp New	0.8%	1.0%	367,564	-9.0%	$8.0M
VBRVanguard Index Fds	0.7%	0.8%	32,565	-3.2%	$7.5M
DISDisney Walt Co	0.7%	0.7%	70,696	-5.1%	$7.4M
BRK-BBerkshire Hathaway Inc Del	0.5%	0.5%	10,228	-0.0%	$5.1M
JPMJpmorgan Chase & Co	0.5%	0.5%	14,504	-2.1%	$4.8M
IEZIshares Tr	0.4%	0.5%	166,923	-2.5%	$4.4M
JNJJohnson & Johnson	0.4%	0.4%	16,489	-2.1%	$4.4M
SLBSlb Limited	0.4%	0.4%	88,068	-1.6%	$4.3M
HDHome Depot Inc	0.4%	0.5%	14,993	-0.1%	$4.3M
VTVanguard Intl Equity Index F	0.4%	0.5%	26,747	-15.0%	$4.2M
VEAVanguard Ftse Developed Markets Index Fu	0.4%	0.4%	58,880	+0.5%	$4.2M
XLKSelect Sector Spdr Tr	0.4%	0.4%	20,810	+0.0%	$4.1M
BLKBlackrock Inc	0.3%	0.3%	3,268	-2.0%	$3.5M
ADPAutomatic Data Processing in	0.3%	0.3%	12,701	+0.0%	$3.3M
CVXChevron Corporation	0.3%	0.3%	15,599	-1.3%	$3.2M
LLYEli Lilly & Co	0.3%	0.3%	2,662	-3.6%	$3.1M
CLColgate Palmolive Co	0.3%	0.3%	32,750	+0.0%	$2.8M
CSCOCisco Sys Inc	0.3%	0.3%	25,811	-0.2%	$2.8M
MRKMerck & Co Inc	0.3%	0.2%	18,933	+0.0%	$2.8M
CEGConstellation Energy Corp	0.3%	0.3%	10,812	-1.2%	$2.7M
IEMGIshares Inc	0.2%	0.3%	30,245	-2.0%	$2.5M
VOOVanguard Index Fds	0.2%	0.2%	3,395	+30.5%	$2.4M
IXUSIshares Tr	0.2%	0.2%	24,999	-0.5%	$2.4M
SCHBSchwab Strategic Tr	0.2%	0.2%	79,668	+0.0%	$2.3M
QQQInvesco Qqq Tr	0.2%	0.2%	2,719	+0.0%	$2.0M
ABBVAbbvie Inc	0.2%	0.2%	7,570	+0.0%	$2.0M
PGProcter & Gamble Co	0.2%	0.2%	13,578	+0.0%	$2.0M

What Van Cleef Asset Management,Inc bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +8.7% /yr; S&P 500 +20.1%
3 years: +19.2% /yr; S&P 500 +20.4%
5 years: +9.2% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$1.0B	120
Q2 2026	$981.0M	119
Q1 2026	$928.7M	118
Q4 2025	$986.2M	117
Q3 2025	$984.1M	117
Q2 2025	$928.4M	117
Q1 2025	$884.4M	116
Q4 2024	$912.3M	119
Q3 2024	$901.1M	122
Q2 2024	$797.7M	110
Q1 2024	$791.3M	114
Q4 2023	$711.6M	111

Questions about Van Cleef Asset Management,Inc's portfolio

What stocks does Van Cleef Asset Management,Inc own?

Van Cleef Asset Management,Inc's latest 13F, for Q3 2026 and filed Oct 20, 2026, lists 120 positions worth $1.0B. The largest are Progressive Corp (PGR) at 15.4%, Apple Inc (AAPL) at 13.0%, Vanguard Index Fds (VXF) at 7.7%, Palantir Technologies Inc (PLTR) at 7.5% and Alphabet Inc (GOOGL) at 6.3%.

What did Van Cleef Asset Management,Inc buy last quarter?

In Q3 2026, Van Cleef Asset Management,Inc added Vanguard Index Fds (VOO) (+30.5% shares), compared with its Q2 2026 filing.

What did Van Cleef Asset Management,Inc sell last quarter?

In Q3 2026, Van Cleef Asset Management,Inc cut from its top 50 Exxon Mobil Corp (XOM), Vanguard Intl Equity Index F (VT) (-15.0% shares), Comcast Corp New (CMCSA) (-9.0% shares) and Disney Walt Co (DIS) (-5.1% shares), compared with its Q2 2026 filing.

How has Van Cleef Asset Management,Inc's portfolio performed?

A portfolio copying Van Cleef Asset Management,Inc's 20 largest 13F holdings each quarter, from the day each filing was public, returned +19.2% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +8.7% against +20.1%. Over 5 years: +9.2% a year against +11.6%.

When is Van Cleef Asset Management,Inc's next 13F filing due?

13F filings are due 45 days after each quarter ends. Van Cleef Asset Management,Inc's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Van Cleef Asset Management,Inc manage?

Van Cleef Asset Management,Inc reported $1.2B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.0B.