Investor
Van Cleef Asset Management,Inc
CIK 0001482935 · filed 2026-05-01 · SEC filing
13F book
$928.7M
Positions
118
4 new · 3 sold
Largest name
16.3%
Progressive Corp
Est. mark
−$62M
Price effect on 114 names still held. Flow $4.43M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Progressive Corp | — | 765.8K | $151.8M | 16.3% | −$22.5M | Added−$21.6M |
| Apple Inc. | AAPL | 418.9K | $106.3M | 11.4% | −$7.57M | Cut−$9.44M |
| Vanguard Index Fds | — | 348.7K | $71.8M | 7.7% | −$1.16M | Cut−$1.2M |
| Palantir Technologies Inc. | PLTR | 419.1K | $61.3M | 6.6% | −$13.2M | Cut−$13.9M |
| Alphabet Inc | — | 187.8K | $54M | 5.8% | −$4.77M | Added−$4.7M |
| Microsoft Corp | MSFT | 124K | $45.9M | 4.9% | −$14.1M | Cut−$14.1M |
| Exxon Mobil Corp | — | 170.8K | $29M | 3.1% | $8.43M | Cut$8.1M |
| Vanguard Intl Equity Index F | — | 363.1K | $27.3M | 2.9% | $559.3K | Cut$311.9K |
| Lamar Advertising Co/New | LAMR | 211.4K | $26.8M | 2.9% | $16.9K | Cut−$98.3K |
| Linde Plc | LIN | 48.2K | $23.9M | 2.6% | $3.33M | Added$3.43M |
| Alphabet Inc | — | 83.1K | $23.8M | 2.6% | −$2.24M | Cut−$2.45M |
| Vanguard Intl Equity Index F | — | 438.5K | $23.7M | 2.6% | $127.2K | Cut$60.5K |
| Paychex Inc | PAYX | 228K | $21M | 2.3% | −$4.15M | Added−$2.18M |
| Ishares Tr | — | 282.7K | $16.3M | 1.8% | $4.43M | Cut$4.39M |
| Stryker Corp | SYK | 46.8K | $15.4M | 1.7% | −$1.07M | Cut−$1.09M |
| Mccormick & Co Inc | — | 300.8K | $15.2M | 1.6% | −$5.03M | Added−$4.22M |
| Schwab Charles Corp | — | 144.8K | $13.6M | 1.5% | −$858.9K | Cut−$876.8K |
| Pepsico Inc | PEP | 79.8K | $12.4M | 1.3% | $939.6K | Cut$900.9K |
| American Express Co | AXP | 41K | $12.4M | 1.3% | −$2.76M | Cut−$2.86M |
| Comcast Corp New | — | 421.3K | $12.1M | 1.3% | −$278.8K | Added$5.03M |
| Vanguard Index Fds | — | 31.7K | $10.2M | 1.1% | −$458K | Cut−$474.8K |
| Spdr S&P 500 Etf Tr | — | 14.2K | $9.26M | 1.0% | −$449.9K | Cut−$739.7K |
| Chubb Limited | — | 25.9K | $8.45M | 0.9% | $357.9K | Cut$352.3K |
| Vanguard Index Fds | — | 33.6K | $7.3M | 0.8% | $170.6K | Added$679K |
| Disney Walt Co | — | 75.5K | $7.28M | 0.8% | −$1.31M | Cut−$1.43M |
| Schwab Strategic Tr | — | 260.7K | $6.68M | 0.7% | −$311.7K | Added$80.9K |
| Ishares Tr | — | 173.7K | $5.03M | 0.5% | $1.4M | Cut$1.35M |
| Home Depot, Inc. | HD | 15K | $4.93M | 0.5% | −$228.2K | Cut−$253.6K |
| Berkshire Hathaway Inc Del | — | 10.1K | $4.86M | 0.5% | −$237.2K | Added−$224.8K |
| Slb Limited/Nv | SLB | 89.8K | $4.61M | 0.5% | $1.16M | Added$1.18M |
| Jpmorgan Chase & Co. | — | 14.8K | $4.36M | 0.5% | −$416.1K | Cut−$486.6K |
| Vanguard Intl Equity Index F | — | 31.5K | $4.35M | 0.5% | −$86.2K | Added−$86.1K |
| Vanguard Tax-Managed Fds | — | 66.4K | $4.25M | 0.5% | $106.4K | Added$123.8K |
| Johnson & Johnson | JNJ | 16.8K | $4.1M | 0.4% | $629.5K | Cut$510.5K |
| Chevron Corp New | CVX | 15.8K | $3.27M | 0.4% | $860.7K | Added$860.9K |
| Select Sector Spdr Tr | — | 24.4K | $3.24M | 0.3% | −$269.9K | Cut−$338.3K |
| BlackRock, Inc. | BLK | 3.32K | $3.19M | 0.3% | −$360.3K | Cut−$407.4K |
| Constellation Energy Corp | CEG | 10.9K | $3.05M | 0.3% | −$808.9K | Cut−$887.3K |
| Colgate Palmolive Co | CL | 32.8K | $2.79M | 0.3% | $203.4K | Held |
| Automatic Data Processing In | — | 12.7K | $2.58M | 0.3% | −$686.5K | Cut−$1.47M |
| Eli Lilly & Co | LLY | 2.79K | $2.56M | 0.3% | −$431.4K | Cut−$474.4K |
| Merck & Co., Inc. | MRK | 19K | $2.29M | 0.2% | $285.7K | Cut$280.4K |
| Ishares Inc | — | 32.7K | $2.28M | 0.2% | $82.6K | Cut$50.4K |
| Ishares Tr | — | 25.6K | $2.22M | 0.2% | $51.3K | Cut$50.4K |
| Cisco Sys Inc | — | 25.9K | $2.01M | 0.2% | $14.5K | Cut$8.74K |
| Schwab Strategic Tr | — | 79.7K | $2M | 0.2% | −$90K | Cut−$224.5K |
| Procter And Gamble Co | PG | 13.6K | $1.96M | 0.2% | $15.4K | Cut−$24.1K |
| AbbVie Inc. | ABBV | 7.45K | $1.62M | 0.2% | −$81.9K | Cut−$93.3K |
| Vanguard Index Fds | — | 2.6K | $1.55M | 0.2% | −$76.8K | Cut−$86.3K |
| Invesco Qqq Tr | — | 2.64K | $1.53M | 0.2% | −$98.2K | Cut−$122.7K |
| Amazon Com Inc | AMZN | 6.66K | $1.39M | 0.1% | −$150.1K | Cut−$151.2K |
| Starbucks Corp | SBUX | 14K | $1.26M | 0.1% | $75.4K | Cut−$44.6K |
| Pfizer Inc | PFE | 44.3K | $1.25M | 0.1% | $141K | Cut$111.1K |
| Costco Whsl Corp New | — | 1.17K | $1.17M | 0.1% | $157K | Held |
| Archer-Daniels-Midland Co | ADM | 15.1K | $1.1M | 0.1% | $230.1K | Cut$208.1K |
| Nvidia Corp | NVDA | 6.29K | $1.1M | 0.1% | −$61.1K | Added$155.2K |
| Unitedhealth Group Inc | UNH | 4.05K | $1.1M | 0.1% | −$241.3K | Held |
| Tesla, Inc. | TSLA | 2.84K | $1.05M | 0.1% | −$221.1K | Held |
| Hershey Co | HSY | 4.94K | $1.03M | 0.1% | $128.1K | Cut$119.5K |
| Ge Aerospace | — | 3.51K | $996.9K | 0.1% | −$85.2K | Held |
| Walmart Inc. | WMT | 7.92K | $984.5K | 0.1% | $102K | Held |
| Select Sector Spdr Tr | — | 5.97K | $966.3K | 0.1% | $39.5K | Held |
| Schwab Strategic Tr | — | 30.2K | $926.7K | 0.1% | $87.3K | Added$189.4K |
| Weyerhaeuser Co Mtn Be | WY | 37.5K | $915.7K | 0.1% | $27.7K | Cut$22.5K |
| Select Sector Spdr Tr | — | 8K | $886.7K | 0.1% | −$54.9K | Cut−$185.1K |
| Ishares Tr | — | 3.5K | $869K | 0.1% | $6.08K | Added$54.9K |
| Spdr Gold Tr | — | 1.99K | $857.6K | 0.1% | $67.7K | Held |
| Deere & Co | DE | 1.5K | $845K | 0.1% | $146.8K | Cut$141.2K |
| Bank America Corp | — | 16.9K | $821.9K | 0.1% | −$105.4K | Held |
| GE Vernova Inc. | GEV | 919 | $802.2K | 0.1% | $201.6K | Held |
| Ishares Tr | — | 1.2K | $785.2K | 0.1% | −$38.1K | Cut−$262.1K |
| Caterpillar Inc | CAT | 1.06K | $753.1K | 0.1% | $144.1K | Cut$129.8K |
| Meta Platforms, Inc. | META | 1.3K | $742.6K | 0.1% | −$114.2K | Held |
| Vanguard Bd Index Fds | — | 9.25K | $725.1K | 0.1% | −$3.7K | Cut−$17.5K |
| Gilead Sciences, Inc. | GILD | 4.95K | $689.9K | 0.1% | $82.3K | Cut$16K |
| Mcdonalds Corp | MCD | 2.2K | $683K | 0.1% | $11.3K | Added$12.9K |
| Enterprise Prods Partners L | — | 17.8K | $671.7K | 0.1% | $102.6K | Cut$94.6K |
| Parker-Hannifin Corp | PH | 749 | $670.5K | 0.1% | $12.2K | Held |
| Lockheed Martin Corp | LMT | 1.02K | $615.3K | 0.1% | $122.9K | Held |
| Vanguard Index Fds | — | 2.94K | $577.6K | 0.1% | $9.9K | Added$214.7K |
| Exelon Corp | EXC | 11.7K | $575.2K | 0.1% | $63.7K | Cut$43.2K |
| Blackstone Inc. | BX | 4.85K | $557.7K | 0.1% | −$189.9K | Held |
| Amgen Inc | AMGN | 1.57K | $553.1K | 0.1% | $38.6K | Held |
| Valero Energy Corp | — | 2.2K | $543.6K | 0.1% | $185.4K | Held |
| Bristol-Myers Squibb Co | — | 8.94K | $542K | 0.1% | $60K | Held |
| Wells Fargo Co New | — | 6.69K | $532.9K | 0.1% | −$91K | Cut−$195.7K |
| Abbott Labs | ABT | 5.09K | $522.6K | 0.1% | −$115.1K | Held |
| Waste Mgmt Inc Del | — | 2.22K | $510.1K | 0.1% | $22.4K | Held |
| Netflix Inc | NFLX | 5.21K | $501.1K | 0.1% | $12.5K | Cut−$34.4K |
| Vanguard World Fd | — | 700 | $488.4K | 0.1% | −$39.2K | Held |
| Eaton Corp Plc | ETN | 1.35K | $482.9K | 0.1% | $52.9K | Held |
| Coca Cola Co | KO | 6.12K | $465.3K | 0.1% | $37.6K | Cut$34.1K |
| Vanguard World Fd | — | 1.66K | $452.9K | 0.0% | −$25.8K | Held |
| International Business Machs | — | 1.79K | $434.4K | 0.0% | −$96.4K | Held |
| Ishares Tr | — | 5.53K | $373.3K | 0.0% | $8.46K | Held |
| Northrop Grumman Corp | — | 545 | $371.8K | 0.0% | $61.1K | Held |
| Ishares Tr | — | 866 | $369.3K | 0.0% | — | New |
| Mplx Lp | — | 5.81K | $331.5K | 0.0% | $21.5K | Held |
| Versant Media Group, Inc. | VSNT | 8.82K | $326.7K | 0.0% | — | New |
| Ishares Tr | — | 3.88K | $296.6K | 0.0% | $5.48K | Held |
| Duke Energy Corp New | — | 2.25K | $294.5K | 0.0% | $30.9K | Held |
| State Str Corp | — | 2.3K | $291.1K | 0.0% | −$5.63K | Held |
| Illinois Tool Wks Inc | — | 1.1K | $286.3K | 0.0% | $15.4K | Held |
| Schwab Strategic Tr | — | 9.05K | $283.4K | 0.0% | — | New |
| Ishares Tr | — | 4.87K | $276.4K | 0.0% | $10.1K | Held |
| Ameriprise Finl Inc | — | 600 | $266.6K | 0.0% | −$27.6K | Held |
| Vanguard Growth Etf | — | 582 | $254.2K | 0.0% | −$29.7K | Held |
| General Dynamics Corp | GD | 729 | $250.2K | 0.0% | $4.78K | Held |
| Intel Corp | INTC | 5.6K | $247.1K | 0.0% | $40.5K | Held |
| Vanguard Whitehall Fds | — | 1.66K | $246.3K | 0.0% | $7.62K | Held |
| Alliancebernstein Hldg L P | — | 6.53K | $244.3K | 0.0% | −$6.79K | Held |
| Crowdstrike Hldgs Inc | — | 602 | $235.2K | 0.0% | −$47.2K | Held |
| Welltower Inc. | WELL | 1.17K | $231.7K | 0.0% | $14.2K | Held |
| Trane Technologies Plc | TT | 545 | $227.1K | 0.0% | $15K | Held |
| Microchip Technology Inc. | — | 3.5K | $226.1K | 0.0% | $3.12K | Held |
| Sherwin Williams Co | SHW | 700 | $224.4K | 0.0% | −$2.44K | Held |
| Visa Inc. | V | 730 | $220.6K | 0.0% | −$35.4K | Cut−$40.6K |
| Nordson Corp | NDSN | 775 | $206.2K | 0.0% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.