§ 13F · FUND PROFILE
Van Cleef Asset Management,Inc.
AUM · $981M (13F)Positions · 119Turnover · n/a · Q2Filed · Aug 3, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$226K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | PGR | PROGRESSIVE CORP | 756K | $165M | 16.8% | −1% |
| 2 | AAPL | APPLE INC | 407K | $118M | 12.0% | −3% |
| 3 | VXF | VANGUARD INDEX FDS | 341K | $84M | 8.6% | −2% |
| 4 | GOOGL | ALPHABET INC | 187K | $67M | 6.8% | −1% |
| 5 | PLTR | PALANTIR TECHNOLOGIES INC | 409K | $48M | 4.9% | −2% |
| 6 | MSFT | MICROSOFT CORP | 121K | $45M | 4.6% | −2% |
| 7 | LAMR | LAMAR ADVERTISING CO | 208K | $32M | 3.3% | −2% |
| 8 | VEU | VANGUARD INTL EQUITY INDEX F | 364K | $30M | 3.1% | ±0% |
| 9 | GOOG | ALPHABET INC | 77K | $27M | 2.8% | −7% |
| 10 | VWO | VANGUARD INTL EQUITY INDEX F | 432K | $26M | 2.6% | −2% |
§ 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 $981 million in assets. The fund runs a portfolio of 119 positions.
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