§ 13F · FUND PROFILE
Van Cleef Asset Management,Inc.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $984M (13F)Positions · 118Turnover · — · Q1Filed · May 1, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 1, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | PGR | PROGRESSIVE CORP | 766K | $152M | 16.3% | +1% |
| 2 | AAPL | APPLE INC | 419K | $106M | 11.4% | −2% |
| 3 | VXF | VANGUARD INDEX FDS | 349K | $72M | 7.7% | ±0% |
| 4 | PLTR | PALANTIR TECHNOLOGIES INC | 419K | $61M | 6.6% | −1% |
| 5 | GOOGL | ALPHABET INC | 188K | $54M | 5.8% | ±0% |
| 6 | MSFT | MICROSOFT CORP | 124K | $46M | 4.9% | ±0% |
| 7 | XOM | EXXON MOBIL CORP | 171K | $29M | 3.1% | −2% |
| 8 | VEU | VANGUARD INTL EQUITY INDEX F | 363K | $27M | 2.9% | −1% |
| 9 | LAMR | LAMAR ADVERTISING CO | 211K | $27M | 2.9% | ±0% |
| 10 | LIN | LINDE PLC | 48K | $24M | 2.6% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE VAN SIGNAL
AC read
Van Cleef Asset Management,Inc is a Other fund managing $984 million in assets. The fund runs a portfolio of 118 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed