Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Progressive Corp.COM | COM | $165M | 16.8% |
| Apple Inc.COM | COM | $118M | 12.0% |
| Vanguard Index FdsEXTEND MKT ETF | EXTEND MKT ETF | $83.9M | 8.6% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $66.8M | 6.8% |
| Palantir Technologies Inc.CL A | CL A | $47.7M | 4.9% |
| Microsoft Corp.COM | COM | $45.3M | 4.6% |
| Lamar Advertising COCL A | CL A | $32.4M | 3.3% |
| Vanguard Intl Equity Index FALLWRLD EX US | ALLWRLD EX US | $30.5M | 3.1% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $27.3M | 2.8% |
| Vanguard Intl Equity Index FFTSE EMR MKT ETF | FTSE EMR MKT ETF | $25.8M | 2.6% |
| Linde PLCSHS | SHS | $24.4M | 2.5% |
| Exxon Mobil Corp.COM | COM | $23.3M | 2.4% |
| Paychex Inc.COM | COM | $22M | 2.2% |
| Mccormick & CO Inc.COM NON VTG | COM NON VTG | $15.2M | 1.6% |
| Stryker CorporationCOM | COM | $14.7M | 1.5% |
| American Express COCOM | COM | $13.7M | 1.4% |
| iShares TRGLOBAL ENERG ETF | GLOBAL ENERG ETF | $13.3M | 1.4% |
| Schwab Charles Corp.COM | COM | $13.1M | 1.3% |
| Vanguard Index FdsTOTAL STK MKT | TOTAL STK MKT | $11.7M | 1.2% |
| State Str SPDR S&P 500 ETF TTR UNIT | TR UNIT | $10.6M | 1.1% |
| Pepsico Inc.COM | COM | $10.6M | 1.1% |
| Comcast Corp. NewCL A | CL A | $9.92M | 1.0% |
| Chubb LimitedCOM | COM | $8.71M | 0.9% |
| Vanguard Index FdsSM CP VAL ETF | SM CP VAL ETF | $8.18M | 0.8% |
| Schwab Strategic TRUS LRG CAP ETF | US LRG CAP ETF | $7.79M | 0.8% |
| Disney Walt COCOM | COM | $7.17M | 0.7% |
| Home Depot Inc.COM | COM | $5.29M | 0.5% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $5.12M | 0.5% |
| Vanguard Intl Equity Index FTT WRLD ST ETF | TT WRLD ST ETF | $4.94M | 0.5% |
| JPMORGAN Chase & COCOM | COM | $4.85M | 0.5% |
| iShares TRUS OIL EQ&SV ETF | US OIL EQ&SV ETF | $4.6M | 0.5% |
| Johnson & JohnsonCOM | COM | $4.28M | 0.4% |
| Vanguard Tax-managed FdsVAN FTSE DEV MKT | VAN FTSE DEV MKT | $4.18M | 0.4% |
| Slb LimitedCOM STK | COM STK | $4.16M | 0.4% |
| Select Sector SPDR TRST STR TECHN ETF | ST STR TECHN ETF | $3.96M | 0.4% |
| Eli Lilly & COCOM | COM | $3.31M | 0.3% |
| Blackrock Inc.COM | COM | $3.21M | 0.3% |
| Cisco Sys Inc.COM | COM | $3.04M | 0.3% |
| Colgate Palmolive COCOM | COM | $3M | 0.3% |
| Automatic Data Processing INCOM | COM | $2.84M | 0.3% |
| Constellation Energy Corp.COM | COM | $2.72M | 0.3% |
| Chevron CorporationCOM | COM | $2.62M | 0.3% |
| iShares Inc.CORE MSCI EMKT | CORE MSCI EMKT | $2.56M | 0.3% |
| Merck & CO Inc.COM | COM | $2.43M | 0.2% |
| iShares TRCORE MSCI TOTAL | CORE MSCI TOTAL | $2.4M | 0.2% |
| Schwab Strategic TRUS BRD MKT ETF | US BRD MKT ETF | $2.31M | 0.2% |
| Invesco Qqq TRUNIT SER 1 | UNIT SER 1 | $2M | 0.2% |
| Procter & Gamble COCOM | COM | $1.99M | 0.2% |
| Abbvie Inc.COM | COM | $1.9M | 0.2% |
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $1.79M | 0.2% |
Progressive Corp.COM$165M
- Class
- COM
- Share
- 16.8%
Apple Inc.COM$118M
- Class
- COM
- Share
- 12.0%
Vanguard Index FdsEXTEND MKT ETF$83.9M
- Class
- EXTEND MKT ETF
- Share
- 8.6%
Alphabet Inc.CAP STK CL A$66.8M
- Class
- CAP STK CL A
- Share
- 6.8%
Palantir Technologies Inc.CL A$47.7M
- Class
- CL A
- Share
- 4.9%
Microsoft Corp.COM$45.3M
- Class
- COM
- Share
- 4.6%
Lamar Advertising COCL A$32.4M
- Class
- CL A
- Share
- 3.3%
Vanguard Intl Equity Index FALLWRLD EX US$30.5M
- Class
- ALLWRLD EX US
- Share
- 3.1%
Alphabet Inc.CAP STK CL C$27.3M
- Class
- CAP STK CL C
- Share
- 2.8%
Vanguard Intl Equity Index FFTSE EMR MKT ETF$25.8M
- Class
- FTSE EMR MKT ETF
- Share
- 2.6%
Linde PLCSHS$24.4M
- Class
- SHS
- Share
- 2.5%
Exxon Mobil Corp.COM$23.3M
- Class
- COM
- Share
- 2.4%
Paychex Inc.COM$22M
- Class
- COM
- Share
- 2.2%
Mccormick & CO Inc.COM NON VTG$15.2M
- Class
- COM NON VTG
- Share
- 1.6%
Stryker CorporationCOM$14.7M
- Class
- COM
- Share
- 1.5%
American Express COCOM$13.7M
- Class
- COM
- Share
- 1.4%
iShares TRGLOBAL ENERG ETF$13.3M
- Class
- GLOBAL ENERG ETF
- Share
- 1.4%
Schwab Charles Corp.COM$13.1M
- Class
- COM
- Share
- 1.3%
Vanguard Index FdsTOTAL STK MKT$11.7M
- Class
- TOTAL STK MKT
- Share
- 1.2%
State Str SPDR S&P 500 ETF TTR UNIT$10.6M
- Class
- TR UNIT
- Share
- 1.1%
Pepsico Inc.COM$10.6M
- Class
- COM
- Share
- 1.1%
Comcast Corp. NewCL A$9.92M
- Class
- CL A
- Share
- 1.0%
Chubb LimitedCOM$8.71M
- Class
- COM
- Share
- 0.9%
Vanguard Index FdsSM CP VAL ETF$8.18M
- Class
- SM CP VAL ETF
- Share
- 0.8%
Schwab Strategic TRUS LRG CAP ETF$7.79M
- Class
- US LRG CAP ETF
- Share
- 0.8%
Disney Walt COCOM$7.17M
- Class
- COM
- Share
- 0.7%
Home Depot Inc.COM$5.29M
- Class
- COM
- Share
- 0.5%
Berkshire Hathaway Inc. DelCL B NEW$5.12M
- Class
- CL B NEW
- Share
- 0.5%
Vanguard Intl Equity Index FTT WRLD ST ETF$4.94M
- Class
- TT WRLD ST ETF
- Share
- 0.5%
JPMORGAN Chase & COCOM$4.85M
- Class
- COM
- Share
- 0.5%
iShares TRUS OIL EQ&SV ETF$4.6M
- Class
- US OIL EQ&SV ETF
- Share
- 0.5%
Johnson & JohnsonCOM$4.28M
- Class
- COM
- Share
- 0.4%
Vanguard Tax-managed FdsVAN FTSE DEV MKT$4.18M
- Class
- VAN FTSE DEV MKT
- Share
- 0.4%
Slb LimitedCOM STK$4.16M
- Class
- COM STK
- Share
- 0.4%
Select Sector SPDR TRST STR TECHN ETF$3.96M
- Class
- ST STR TECHN ETF
- Share
- 0.4%
Eli Lilly & COCOM$3.31M
- Class
- COM
- Share
- 0.3%
Blackrock Inc.COM$3.21M
- Class
- COM
- Share
- 0.3%
Cisco Sys Inc.COM$3.04M
- Class
- COM
- Share
- 0.3%
Colgate Palmolive COCOM$3M
- Class
- COM
- Share
- 0.3%
Automatic Data Processing INCOM$2.84M
- Class
- COM
- Share
- 0.3%
Constellation Energy Corp.COM$2.72M
- Class
- COM
- Share
- 0.3%
Chevron CorporationCOM$2.62M
- Class
- COM
- Share
- 0.3%
iShares Inc.CORE MSCI EMKT$2.56M
- Class
- CORE MSCI EMKT
- Share
- 0.3%
Merck & CO Inc.COM$2.43M
- Class
- COM
- Share
- 0.2%
iShares TRCORE MSCI TOTAL$2.4M
- Class
- CORE MSCI TOTAL
- Share
- 0.2%
Schwab Strategic TRUS BRD MKT ETF$2.31M
- Class
- US BRD MKT ETF
- Share
- 0.2%
Invesco Qqq TRUNIT SER 1$2M
- Class
- UNIT SER 1
- Share
- 0.2%
Procter & Gamble COCOM$1.99M
- Class
- COM
- Share
- 0.2%
Abbvie Inc.COM$1.9M
- Class
- COM
- Share
- 0.2%
Vanguard Index FdsS&P 500 ETF SHS$1.79M
- Class
- S&P 500 ETF SHS
- Share
- 0.2%
The share class is shown on a wider screen.
The 50 largest of 119 positions by value, with holdings of the same security combined. The 119 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1482935
- File number
- 028-13694
- Options
- 0 call, 0 put
- In the 25 largest
- 86.6%
- Prior quarter
- $929M at 31 March 2026
- Positions opened
- 1
- Positions closed
- 0
Common questions
What are Van Cleef Asset Management’s 13F holdings worth?
$981 million across 119 positions for the quarter ended 30 June 2026.
What is Van Cleef Asset Management’s largest 13F holding?
PROGRESSIVE CORP (COM) was the largest position at $165 million, or 16.8% of reported 13F value, as of 30 June 2026.
How concentrated is Van Cleef Asset Management’s 13F portfolio?
The ten largest positions accounted for 65.5% of reported value and the twenty-five largest for 86.6%, across 119 positions as of 30 June 2026.
Does Form 13F show everything Van Cleef Asset Management manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Van Cleef Asset Management file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.