Van Cleef Asset Management,Inc

BEACHWOOD, OH · CIK 1482935 · 13F filing filed 2025-08-06

SEC-registered investment adviser since 1988 · other (specify)

Assets managed$1.2bn
Staff6 · 3 in investment roles
Main clients (by assets)High net worth individuals 97%, Individuals 3%
Form ADV · 2026-03-18SEC adviser record

$928.4m reported value +5.0% vs Q1 2025

117positions

65.8%in top 10

3 new 12 added 66 reduced 2 sold out vs Q1 2025

Holdings, Q2 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	PROGRESSIVE CORP COM PGR	PGR	753,288	$201.0m21.65%	21.65%	Added +12.4k	+12,432 1.7%
2	APPLE INC COM AAPL	AAPL	432,733	$88.8m9.56%	9.56%	Reduced -4.7k	-4,683 -1.1%
3	VANGUARD INDEX FDS EXTEND MKT ETF VXF	VXF	351,702	$67.8m7.30%	7.30%	Reduced -332	-332 -0.1%
4	MICROSOFT CORP COM MSFT	MSFT	125,977	$62.7m6.75%	6.75%	Reduced -584	-584 -0.5%
5	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	442,598	$60.3m6.50%	6.50%	Reduced -6.0k	-6,004 -1.3%
6	ALPHABET INC CAP STK CL A GOOGL	GOOGL	188,494	$33.2m3.58%	3.58%	Reduced -1.7k	-1,700 -0.9%
7	LAMAR ADVERTISING CO NEW CL A LAMR	LAMR	212,582	$25.8m2.78%	2.78%	Added +2.5k	+2,466 1.2%
8	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	364,732	$24.5m2.64%	2.64%	Reduced -1.8k	-1,811 -0.5%
9	LINDE PLC SHS LIN	LIN	51,004	$23.9m2.58%	2.58%	Reduced -100	-100 -0.2%
10	MCCORMICK & CO INC COM NON VTG MKC	MKC	305,906	$23.2m2.50%	2.50%	Added +54.1k	+54,092 21.5%
11	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	437,463	$21.6m2.33%	2.33%	Reduced -1.9k	-1,947 -0.4%
12	PAYCHEX INC COM PAYX	PAYX	143,272	$20.8m2.24%	2.24%	Reduced -876	-876 -0.6%
13	EXXON MOBIL CORP COM XOM	XOM	173,546	$18.7m2.02%	2.02%	Added +1.7k	+1,737 1.0%
14	STRYKER CORPORATION COM SYK	SYK	46,907	$18.6m2.00%	2.00%	Reduced -91	-91 -0.2%
15	COMCAST CORP NEW CL A CMCSA	CMCSA	460,545	$16.4m1.77%	1.77%	Reduced -1.7k	-1,710 -0.4%
16	ALPHABET INC CAP STK CL C GOOG	GOOG	86,652	$15.4m1.66%	1.66%	Reduced -1.4k	-1,381 -1.6%
17	AMERICAN EXPRESS CO COM AXP	AXP	41,774	$13.3m1.44%	1.44%	Reduced -408	-408 -1.0%
18	SCHWAB CHARLES CORP COM SCHW	SCHW	145,425	$13.3m1.43%	1.43%	Reduced -54	-54 -0.0%
19	ISHARES TR GLOBAL ENERG ETF IXC	IXC	288,461	$11.3m1.22%	1.22%	Reduced -2.3k	-2,346 -0.8%
20	PEPSICO INC COM PEP	PEP	83,391	$11.0m1.19%	1.19%	Reduced -1.8k	-1,842 -2.2%
21	DISNEY WALT CO COM DIS	DIS	84,658	$10.5m1.13%	1.13%	Reduced -1.3k	-1,302 -1.5%
22	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	16,051	$9.9m1.07%	1.07%	Reduced -475	-475 -2.9%
23	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	31,746	$9.6m1.04%	1.04%	Reduced -70	-70 -0.2%
24	CHUBB LIMITED COM CB	CB	24,030	$7.0m0.75%	0.75%	Reduced -235	-235 -1.0%
25	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	32,075	$6.3m0.67%	0.67%	Reduced -441	-441 -1.4%
26	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	230,710	$5.6m0.61%	0.61%	Reduced -4.2k	-4,191 -1.8%
27	HOME DEPOT INC COM HD	HD	15,239	$5.6m0.60%	0.60%	Reduced -92	-92 -0.6%
28	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	10,176	$4.9m0.53%	0.53%	Added +4	+4 0.0%
29	JPMORGAN CHASE & CO COM JPM	JPM	16,620	$4.8m0.52%	0.52%	Reduced -220	-220 -1.3%
30	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	31,471	$4.0m0.44%	0.44%	Unchanged
31	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	12,701	$3.9m0.42%	0.42%	Unchanged
32	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	66,519	$3.8m0.41%	0.41%	Reduced -434	-434 -0.7%
33	CONSTELLATION ENERGY CORP COM CEG	CEG	11,537	$3.7m0.40%	0.40%	Reduced -106	-106 -0.9%
34	BLACKROCK INC COM BLK	BLK	3,429	$3.6m0.39%	0.39%	Reduced -349	-349 -9.2%
35	SCHLUMBERGER LTD COM STK SLB	SLB	98,758	$3.3m0.36%	0.36%	Added +2.8k	+2,786 2.9%
36	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	12,430	$3.1m0.34%	0.34%	Reduced -1.7k	-1,675 -11.9%
37	JOHNSON & JOHNSON COM JNJ	JNJ	20,601	$3.1m0.34%	0.34%	Reduced -584	-584 -2.8%
38	COLGATE PALMOLIVE CO COM CL	CL	32,750	$3.0m0.32%	0.32%	Unchanged
39	ISHARES TR US OIL EQ&SV ETF IEZ	IEZ	163,074	$2.8m0.30%	0.30%	Reduced -12.6k	-12,638 -7.2%
40	CHEVRON CORP NEW COM CVX	CVX	16,145	$2.3m0.25%	0.25%	Added +1	+1 0.0%
41	PROCTER AND GAMBLE CO COM PG	PG	14,413	$2.3m0.25%	0.25%	Unchanged
42	ELI LILLY & CO COM LLY	LLY	2,786	$2.2m0.23%	0.23%	Reduced -610	-610 -18.0%
43	ISHARES INC CORE MSCI EMKT IEMG	IEMG	34,492	$2.1m0.22%	0.22%	Reduced -260	-260 -0.8%
44	ISHARES TR CORE MSCI TOTAL IXUS	IXUS	26,222	$2.0m0.22%	0.22%	Unchanged
45	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	84,793	$2.0m0.22%	0.22%	Reduced -5.4k	-5,355 -5.9%
46	CISCO SYS INC COM CSCO	CSCO	26,055	$1.8m0.19%	0.19%	Reduced -102	-102 -0.4%
47	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	2,913	$1.7m0.18%	0.18%	Added +2	+2 0.1%
48	MERCK & CO INC COM MRK	MRK	19,358	$1.5m0.17%	0.17%	Unchanged
49	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	2,746	$1.5m0.16%	0.16%	Unchanged
50	STARBUCKS CORP COM SBUX	SBUX	16,291	$1.5m0.16%	0.16%	Reduced -10	-10 -0.1%
51	ABBVIE INC COM ABBV	ABBV	7,475	$1.4m0.15%	0.15%	Reduced -230	-230 -3.0%
52	AMAZON COM INC COM AMZN	AMZN	6,199	$1.4m0.15%	0.15%	Reduced -109	-109 -1.7%
53	UNITEDHEALTH GROUP INC COM UNH	UNH	4,214	$1.3m0.14%	0.14%	Reduced -317	-317 -7.0%
54	COSTCO WHSL CORP NEW COM COST	COST	1,239	$1.2m0.13%	0.13%	Reduced -99	-99 -7.4%
55	PFIZER INC COM PFE	PFE	45,655	$1.1m0.12%	0.12%	Reduced -2.0k	-2,008 -4.2%
56	WEYERHAEUSER CO MTN BE COM NEW WY	WY	38,446	$987.7k0.11%	0.11%	Added +3.1k	+3,097 8.8%
57	ISHARES TR CORE S&P500 ETF IVV	IVV	1,538	$954.9k0.10%	0.10%	Reduced -351	-351 -18.6%
58	GE AEROSPACE COM NEW GE	GE	3,507	$902.7k0.10%	0.10%	Reduced -47	-47 -1.3%
59	HERSHEY CO COM HSY	HSY	5,388	$894.2k0.10%	0.10%	Reduced -10	-10 -0.2%
60	SELECT SECTOR SPDR TR INDL XLI	XLI	5,975	$881.4k0.09%	0.09%	Unchanged
61	NETFLIX INC COM NFLX	NFLX	625	$837.0k0.09%	0.09%	Reduced -25	-25 -3.9%
62	DEERE & CO COM DE	DE	1,635	$831.5k0.09%	0.09%	Unchanged
63	BANK AMERICA CORP COM BAC	BAC	17,250	$816.3k0.09%	0.09%	Reduced -1.5k	-1,533 -8.2%
64	ARCHER DANIELS MIDLAND CO COM ADM	ADM	15,363	$810.9k0.09%	0.09%	Added +1.2k	+1,211 8.6%
65	META PLATFORMS INC CL A META	META	1,090	$804.5k0.09%	0.09%	Reduced -250	-250 -18.7%
66	WALMART INC COM WMT	WMT	7,922	$774.6k0.08%	0.08%	Unchanged
67	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	9,780	$769.7k0.08%	0.08%	Reduced -50	-50 -0.5%
68	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	28,430	$753.4k0.08%	0.08%	Reduced -706	-706 -2.4%
69	BLACKSTONE INC COM BX	BX	4,850	$725.5k0.08%	0.08%	Reduced -1.0k	-1,000 -17.1%
70	ISHARES TR RUSSELL 2000 ETF IWM	IWM	3,332	$719.0k0.08%	0.08%	Reduced -800	-800 -19.4%
71	ABBOTT LABS COM ABT	ABT	5,090	$692.3k0.07%	0.07%	Reduced -289	-289 -5.4%
72	NVIDIA CORPORATION COM NVDA	NVDA	4,352	$687.6k0.07%	0.07%	Reduced -398	-398 -8.4%
73	MCDONALDS CORP COM MCD	MCD	2,183	$637.7k0.07%	0.07%	Reduced -23	-23 -1.0%
74	WELLS FARGO CO NEW COM WFC	WFC	7,816	$626.3k0.07%	0.07%	Unchanged
75	GILEAD SCIENCES INC COM GILD	GILD	5,490	$608.7k0.07%	0.07%	Unchanged
76	SPDR GOLD TR GOLD SHS GLD	GLD	1,993	$607.5k0.07%	0.07%	Reduced -400	-400 -16.7%
77	WASTE MGMT INC DEL COM WM	WM	2,614	$598.1k0.06%	0.06%	Added +1	+1 0.0%
78	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	12,246	$566.9k0.06%	0.06%	Reduced -1.4k	-1,439 -10.5%
79	ENTERPRISE PRODS PARTNERS L COM EPD	EPD	18,000	$558.2k0.06%	0.06%	Added +1.3k	+1,252 7.5%
80	PHILLIPS EDISON & CO INC COMMON STOCK PECO	PECO	15,700	$550.0k0.06%	0.06%	Unchanged
81	EXELON CORP COM EXC	EXC	12,265	$532.6k0.06%	0.06%	Reduced -232	-232 -1.9%
82	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	1,792	$528.2k0.06%	0.06%	Unchanged
83	PARKER-HANNIFIN CORP COM PH	PH	749	$523.2k0.06%	0.06%	Unchanged
84	COCA COLA CO COM KO	KO	7,118	$503.6k0.05%	0.05%	Unchanged
85	GE VERNOVA INC COM GEV	GEV	919	$486.3k0.05%	0.05%	Reduced -12	-12 -1.3%
86	EATON CORP PLC SHS ETN	ETN	1,350	$481.9k0.05%	0.05%	Reduced -175	-175 -11.5%
87	VANGUARD WORLD FD INF TECH ETF VGT	VGT	700	$464.3k0.05%	0.05%	Unchanged
88	AMGEN INC COM AMGN	AMGN	1,542	$430.5k0.05%	0.05%	Reduced -100	-100 -6.1%
89	LOCKHEED MARTIN CORP COM LMT	LMT	900	$416.8k0.04%	0.04%	Reduced -100	-100 -10.0%
90	VANGUARD WORLD FD HEALTH CAR ETF VHT	VHT	1,663	$413.0k0.04%	0.04%	Unchanged
91	ISHARES TR CORE S&P MCP ETF IJH	IJH	5,855	$363.1k0.04%	0.04%	Unchanged
92	CATERPILLAR INC COM CAT	CAT	915	$355.2k0.04%	0.04%	Unchanged
93	VANGUARD INDEX FDS VALUE ETF VTV	VTV	1,900	$335.8k0.04%	0.04%	Unchanged
94	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	652	$332.2k0.04%	0.04%	Reduced -98	-98 -13.1%
95	AMERIPRISE FINL INC COM AMP	AMP	600	$320.2k0.03%	0.03%	Unchanged
96	ENERGY TRANSFER L P COM UT LTD PTN ET	ET	17,090	$309.8k0.03%	0.03%	Unchanged
97	MPLX LP COM UNIT REP LTD MPLX	MPLX	5,808	$299.2k0.03%	0.03%	Unchanged
98	SELECT SECTOR SPDR TR COMMUNICATION XLC	XLC	2,635	$286.0k0.03%	0.03%	Reduced -870	-870 -24.8%
99	NORTHROP GRUMMAN CORP COM NOC	NOC	545	$272.5k0.03%	0.03%	Unchanged
100	ILLINOIS TOOL WKS INC COM ITW	ITW	1,100	$272.0k0.03%	0.03%	Unchanged

Sold out since Q1 2025

Security	Ticker	Shares held before	Value then
WORKDAY INC WDAY	WDAY	1,200	$280.2k1.2k shares
SELECT SECTOR SPDR TR XLF	XLF	4,520	$225.1k4.5k shares