# Van Cleef Asset Management,Inc

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1482935. Source: https://holderbook.com/funds/1482935-van-cleef-asset-management-inc/

- Reported value: $981.0M
- Positions: 119
- Weight of the ten largest: 65.5%
- Filed: 2026-08-03

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| PROGRESSIVE CORP | [PGR](https://holderbook.com/stocks/PGR/) | $165.1M | 755,885 | 16.8% | 31 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $117.8M | 407,200 | 12.0% | 31 |
| VANGUARD INDEX FDS | [VXF](https://holderbook.com/stocks/VXF/) | $83.9M | 340,880 | 8.6% | 31 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $66.8M | 186,803 | 6.8% | 31 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $47.7M | 408,853 | 4.9% | 23 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $45.3M | 121,368 | 4.6% | 31 |
| LAMAR ADVERTISING CO | [LAMR](https://holderbook.com/stocks/LAMR/) | $32.4M | 207,733 | 3.3% | 26 |
| VANGUARD INTL EQUITY INDEX F | [VEU](https://holderbook.com/stocks/VEU/) | $30.5M | 363,890 | 3.1% | 31 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $27.3M | 77,299 | 2.8% | 31 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $25.8M | 431,534 | 2.6% | 31 |
| LINDE PLC | [LIN](https://holderbook.com/stocks/LIN/) | $24.4M | 47,085 | 2.5% | 14 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $23.3M | 170,502 | 2.4% | 31 |
| PAYCHEX INC | [PAYX](https://holderbook.com/stocks/PAYX/) | $22.0M | 223,427 | 2.2% | 31 |
| MCCORMICK & CO INC | [MKC](https://holderbook.com/stocks/MKC/) | $15.2M | 302,441 | 1.6% | 31 |
| STRYKER CORPORATION | [SYK](https://holderbook.com/stocks/SYK/) | $14.7M | 46,743 | 1.5% | 31 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $13.7M | 40,403 | 1.4% | 23 |
| ISHARES TR | [IXC](https://holderbook.com/stocks/IXC/) | $13.3M | 269,735 | 1.4% | 25 |
| SCHWAB CHARLES CORP | [SCHW](https://holderbook.com/stocks/SCHW/) | $13.1M | 141,930 | 1.3% | 31 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $11.7M | 31,676 | 1.2% | 11 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $10.6M | 14,216 | 1.1% | 31 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $10.6M | 78,221 | 1.1% | 31 |
| COMCAST CORP NEW | [CMCSA](https://holderbook.com/stocks/CMCSA/) | $9.9M | 403,875 | 1.0% | 31 |
| CHUBB LIMITED | [CB](https://holderbook.com/stocks/CB/) | $8.7M | 25,549 | 0.9% | 13 |
| VANGUARD INDEX FDS | [VBR](https://holderbook.com/stocks/VBR/) | $8.2M | 33,658 | 0.8% | 31 |
| SCHWAB STRATEGIC TR | [SCHX](https://holderbook.com/stocks/SCHX/) | $7.8M | 264,613 | 0.8% | 31 |
| DISNEY WALT CO | [DIS](https://holderbook.com/stocks/DIS/) | $7.2M | 74,529 | 0.7% | 31 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $5.3M | 15,002 | 0.5% | 31 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $5.1M | 10,231 | 0.5% | 31 |
| VANGUARD INTL EQUITY INDEX F | [VT](https://holderbook.com/stocks/VT/) | $4.9M | 31,472 | 0.5% | 31 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $4.9M | 14,821 | 0.5% | 31 |
| ISHARES TR | [IEZ](https://holderbook.com/stocks/IEZ/) | $4.6M | 171,126 | 0.5% | 25 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $4.3M | 16,838 | 0.4% | 31 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $4.2M | 58,615 | 0.4% | 31 |
| SLB LIMITED | [SLB](https://holderbook.com/stocks/SLB/) | $4.2M | 89,476 | 0.4% | 31 |
| SELECT SECTOR SPDR TR | [XLK](https://holderbook.com/stocks/XLK/) | $4.0M | 20,810 | 0.4% | 31 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $3.3M | 2,762 | 0.3% | 31 |
| BLACKROCK INC | [BLK](https://holderbook.com/stocks/BLK/) | $3.2M | 3,336 | 0.3% | 7 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $3.0M | 25,869 | 0.3% | 31 |
| COLGATE PALMOLIVE CO | [CL](https://holderbook.com/stocks/CL/) | $3.0M | 32,750 | 0.3% | 30 |
| AUTOMATIC DATA PROCESSING IN | [ADP](https://holderbook.com/stocks/ADP/) | $2.8M | 12,701 | 0.3% | 31 |
| CONSTELLATION ENERGY CORP | [CEG](https://holderbook.com/stocks/CEG/) | $2.7M | 10,941 | 0.3% | 18 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $2.6M | 15,798 | 0.3% | 31 |
| ISHARES INC | [IEMG](https://holderbook.com/stocks/IEMG/) | $2.6M | 30,865 | 0.3% | 14 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $2.4M | 18,933 | 0.2% | 31 |
| ISHARES TR | [IXUS](https://holderbook.com/stocks/IXUS/) | $2.4M | 25,119 | 0.2% | 16 |
| SCHWAB STRATEGIC TR | [SCHB](https://holderbook.com/stocks/SCHB/) | $2.3M | 79,668 | 0.2% | 31 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $2.0M | 2,719 | 0.2% | 31 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $2.0M | 13,578 | 0.2% | 31 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $1.9M | 7,570 | 0.2% | 31 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $1.8M | 2,602 | 0.2% | 31 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $1.7M | 4,049 | 0.2% | 31 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $1.6M | 6,606 | 0.2% | 8 |
| STARBUCKS CORP | [SBUX](https://holderbook.com/stocks/SBUX/) | $1.4M | 14,046 | 0.1% | 31 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $1.3M | 3,507 | 0.1% | 20 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $1.2M | 6,040 | 0.1% | 11 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $1.2M | 2,760 | 0.1% | 3 |
| ARCHER DANIELS MIDLAND CO | [ADM](https://holderbook.com/stocks/ADM/) | $1.2M | 15,174 | 0.1% | 31 |
| SELECT SECTOR SPDR TR | [XLI](https://holderbook.com/stocks/XLI/) | $1.1M | 5,975 | 0.1% | 31 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $1.1M | 1,033 | 0.1% | 13 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $1.1M | 1,171 | 0.1% | 13 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $1.1M | 919 | 0.1% | 8 |
| PFIZER INC | [PFE](https://holderbook.com/stocks/PFE/) | $1.1M | 44,347 | 0.1% | 31 |
| ISHARES TR | [IWM](https://holderbook.com/stocks/IWM/) | $1.0M | 3,332 | 0.1% | 25 |
| SCHWAB STRATEGIC TR | [SCHD](https://holderbook.com/stocks/SCHD/) | $998.3K | 31,482 | 0.1% | 31 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $985.2K | 17,290 | 0.1% | 31 |
| DEERE & CO | [DE](https://holderbook.com/stocks/DE/) | $951.5K | 1,500 | 0.1% | 31 |
| WEYERHAEUSER CO | [WY](https://holderbook.com/stocks/WY/) | $901.6K | 37,662 | 0.1% | 31 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $897.2K | 7,922 | 0.1% | 31 |
| HERSHEY CO | [HSY](https://holderbook.com/stocks/HSY/) | $871.1K | 4,965 | 0.1% | 19 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $844.0K | 1,127 | 0.1% | 10 |
| SELECT SECTOR SPDR TR | [XLC](https://holderbook.com/stocks/XLC/) | $830.1K | 7,749 | 0.1% | 6 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $781.9K | 5,600 | 0.1% | 3 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $734.2K | 1,993 | 0.1% | 11 |
| PARKER-HANNIFIN CORP | [PH](https://holderbook.com/stocks/PH/) | $732.6K | 749 | 0.1% | 31 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $726.6K | 1,290 | 0.1% | 8 |
| VANGUARD BD INDEX FDS | [BSV](https://holderbook.com/stocks/BSV/) | $689.3K | 8,848 | 0.1% | 31 |
| VANGUARD WORLD FD | [VGT](https://holderbook.com/stocks/VGT/) | $669.3K | 5,600 | 0.1% | 25 |
| ENTERPRISE PRODS PARTNERS L | [EPD](https://holderbook.com/stocks/EPD/) | $652.5K | 17,750 | 0.1% | 22 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $641.6K | 2,944 | 0.1% | 23 |
| GILEAD SCIENCES INC | [GILD](https://holderbook.com/stocks/GILD/) | $625.6K | 4,952 | 0.1% | 31 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $622.6K | 2,303 | 0.1% | 31 |
| EATON CORP PLC | [ETN](https://holderbook.com/stocks/ETN/) | $575.3K | 1,350 | 0.1% | 31 |
| VALERO ENERGY CORP | [VLO](https://holderbook.com/stocks/VLO/) | $573.0K | 2,200 | 0.1% | 18 |
| BLACKSTONE INC | [BX](https://holderbook.com/stocks/BX/) | $570.7K | 4,850 | 0.1% | 28 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $569.3K | 1,572 | 0.1% | 31 |
| LOCKHEED MARTIN CORP | [LMT](https://holderbook.com/stocks/LMT/) | $556.8K | 1,093 | 0.1% | 31 |
| WELLS FARGO & CO | [WFC](https://holderbook.com/stocks/WFC/) | $553.2K | 6,695 | 0.1% | 22 |
| EXELON CORP | [EXC](https://holderbook.com/stocks/EXC/) | $548.4K | 11,764 | 0.1% | 31 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $503.9K | 1,792 | 0.1% | 31 |
| VANGUARD WORLD FD | [VHT](https://holderbook.com/stocks/VHT/) | $497.3K | 1,663 | 0.1% | 8 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $497.2K | 6,118 | 0.1% | 31 |
| WASTE MGMT INC DEL | [WM](https://holderbook.com/stocks/WM/) | $494.8K | 2,220 | 0.1% | 31 |
| BRISTOL-MYERS SQUIBB CO | [BMY](https://holderbook.com/stocks/BMY/) | $489.4K | 8,494 | 0.0% | 31 |
| ABBOTT LABORATORIES | [ABT](https://holderbook.com/stocks/ABT/) | $461.9K | 5,090 | 0.0% | 31 |
| CROWDSTRIKE HLDGS INC | [CRWD](https://holderbook.com/stocks/CRWD/) | $459.0K | 601 | 0.0% | 10 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $426.3K | 5,528 | 0.0% | 31 |
| STATE STR CORP | [STT](https://holderbook.com/stocks/STT/) | $390.1K | 2,300 | 0.0% | 8 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $371.3K | 5,200 | 0.0% | 8 |
| MPLX LP | [MPLX](https://holderbook.com/stocks/MPLX/) | $327.2K | 5,808 | 0.0% | 12 |
| DUKE ENERGY CORP NEW | [DUK](https://holderbook.com/stocks/DUK/) | $322.7K | 2,549 | 0.0% | 31 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +7.5% | +14.8% | -7.3% | 100% |
| Q1 2026 | -6.3% | -4.6% | -1.7% | 100% |
| Q4 2025 | +0.9% | +2.4% | -1.5% | 100% |
| Q3 2025 | +6.4% | +7.8% | -1.4% | 100% |
| Q2 2025 | +5.0% | +10.5% | -5.5% | 100% |
| Q1 2025 | +1.5% | -4.6% | +6.1% | 100% |
| Q4 2024 | +1.7% | +2.1% | -0.4% | 100% |
| Q3 2024 | +9.8% | +5.4% | +4.4% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| 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 |
| Q3 2023 | $635.0M | 107 |