Van Cleef Asset Management,Inc

BEACHWOOD, OH · CIK 1482935 · 13F filing filed 2026-08-03

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

$981.0m reported value +5.6% vs Q1 2026

119positions

65.5%in top 10

1 new 24 added 53 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

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	755,885	$165.1m16.83%	16.83%	Reduced -10.0k	-9,953 -1.3%
2	APPLE INC COM AAPL	AAPL	407,200	$117.8m12.01%	12.01%	Reduced -11.7k	-11,667 -2.8%
3	VANGUARD INDEX FDS EXTEND MKT ETF VXF	VXF	340,880	$83.9m8.56%	8.56%	Reduced -7.8k	-7,777 -2.2%
4	ALPHABET INC CAP STK CL A GOOGL	GOOGL	186,803	$66.8m6.81%	6.81%	Reduced -1.0k	-1,002 -0.5%
5	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	408,853	$47.7m4.86%	4.86%	Reduced -10.3k	-10,293 -2.5%
6	MICROSOFT CORP COM MSFT	MSFT	121,368	$45.3m4.62%	4.62%	Reduced -2.6k	-2,627 -2.1%
7	LAMAR ADVERTISING CO NEW CL A LAMR	LAMR	207,733	$32.4m3.30%	3.30%	Reduced -3.7k	-3,715 -1.8%
8	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	363,890	$30.5m3.11%	3.11%	Added +740	+740 0.2%
9	ALPHABET INC CAP STK CL C GOOG	GOOG	77,299	$27.3m2.78%	2.78%	Reduced -5.8k	-5,769 -6.9%
10	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	431,534	$25.8m2.63%	2.63%	Reduced -7.0k	-7,010 -1.6%
11	LINDE PLC SHS LIN	LIN	47,085	$24.4m2.49%	2.49%	Reduced -1.1k	-1,117 -2.3%
12	EXXON MOBIL CORP COM XOM	XOM	170,502	$23.3m2.38%	2.38%	Reduced -331	-331 -0.2%
13	PAYCHEX INC COM PAYX	PAYX	223,427	$22.0m2.24%	2.24%	Reduced -4.5k	-4,544 -2.0%
14	MCCORMICK & CO INC COM NON VTG MKC	MKC	302,441	$15.2m1.55%	1.55%	Added +1.6k	+1,601 0.5%
15	STRYKER CORPORATION COM SYK	SYK	46,743	$14.7m1.50%	1.50%	Reduced -104	-104 -0.2%
16	AMERICAN EXPRESS CO COM AXP	AXP	40,403	$13.7m1.39%	1.39%	Reduced -569	-569 -1.4%
17	ISHARES TR GLOBAL ENERG ETF IXC	IXC	269,735	$13.3m1.35%	1.35%	Reduced -13.0k	-12,970 -4.6%
18	SCHWAB CHARLES CORP COM SCHW	SCHW	141,930	$13.1m1.33%	1.33%	Reduced -2.9k	-2,904 -2.0%
19	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	31,676	$11.7m1.19%	1.19%	Unchanged
20	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	14,216	$10.6m1.08%	1.08%	Reduced -30	-30 -0.2%
21	PEPSICO INC COM PEP	PEP	78,221	$10.6m1.08%	1.08%	Reduced -1.6k	-1,609 -2.0%
22	COMCAST CORP NEW CL A CMCSA	CMCSA	403,875	$9.9m1.01%	1.01%	Reduced -17.4k	-17,407 -4.1%
23	CHUBB LIMITED COM CB	CB	25,549	$8.7m0.89%	0.89%	Reduced -383	-383 -1.5%
24	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	33,658	$8.2m0.83%	0.83%	Added +70	+70 0.2%
25	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	264,613	$7.8m0.79%	0.79%	Added +3.9k	+3,894 1.5%
26	DISNEY WALT CO COM DIS	DIS	74,529	$7.2m0.73%	0.73%	Reduced -959	-959 -1.3%
27	HOME DEPOT INC COM HD	HD	15,002	$5.3m0.54%	0.54%	Unchanged
28	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	10,231	$5.1m0.52%	0.52%	Added +89	+89 0.9%
29	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	31,472	$4.9m0.50%	0.50%	Unchanged
30	JPMORGAN CHASE & CO COM JPM	JPM	14,821	$4.9m0.49%	0.49%	Reduced -4	-4 -0.0%
31	ISHARES TR US OIL EQ&SV ETF IEZ	IEZ	171,126	$4.6m0.47%	0.47%	Reduced -2.6k	-2,595 -1.5%
32	JOHNSON & JOHNSON COM JNJ	JNJ	16,838	$4.3m0.44%	0.44%	Added +45	+45 0.3%
33	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	58,615	$4.2m0.43%	0.43%	Reduced -7.7k	-7,745 -11.7%
34	SCHLUMBERGER LTD COM STK SLB	SLB	89,476	$4.2m0.42%	0.42%	Reduced -309	-309 -0.3%
35	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	20,810	$4.0m0.40%	0.40%	Reduced -3.6k	-3,575 -14.7%
36	ELI LILLY & CO COM LLY	LLY	2,762	$3.3m0.34%	0.34%	Reduced -24	-24 -0.9%
37	BLACKROCK INC COM BLK	BLK	3,336	$3.2m0.33%	0.33%	Added +19	+19 0.6%
38	CISCO SYS INC COM CSCO	CSCO	25,869	$3.0m0.31%	0.31%	Reduced -9	-9 -0.0%
39	COLGATE PALMOLIVE CO COM CL	CL	32,750	$3.0m0.31%	0.31%	Unchanged
40	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	12,701	$2.8m0.29%	0.29%	Unchanged
41	CONSTELLATION ENERGY CORP COM CEG	CEG	10,941	$2.7m0.28%	0.28%	Added +14	+14 0.1%
42	CHEVRON CORP NEW COM CVX	CVX	15,798	$2.6m0.27%	0.27%	Unchanged
43	ISHARES INC CORE MSCI EMKT IEMG	IEMG	30,865	$2.6m0.26%	0.26%	Reduced -1.8k	-1,797 -5.5%
44	MERCK & CO INC COM MRK	MRK	18,933	$2.4m0.25%	0.25%	Reduced -75	-75 -0.4%
45	ISHARES TR CORE MSCI TOTAL IXUS	IXUS	25,119	$2.4m0.24%	0.24%	Reduced -522	-522 -2.0%
46	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	79,668	$2.3m0.24%	0.24%	Unchanged
47	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	2,719	$2.0m0.20%	0.20%	Added +75	+75 2.8%
48	PROCTER AND GAMBLE CO COM PG	PG	13,578	$2.0m0.20%	0.20%	Reduced -10	-10 -0.1%
49	ABBVIE INC COM ABBV	ABBV	7,570	$1.9m0.19%	0.19%	Added +116	+116 1.6%
50	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	2,602	$1.8m0.18%	0.18%	Added +4	+4 0.1%
51	UNITEDHEALTH GROUP INC COM UNH	UNH	4,049	$1.7m0.17%	0.17%	Reduced -5	-5 -0.1%
52	AMAZON COM INC COM AMZN	AMZN	6,606	$1.6m0.16%	0.16%	Reduced -50	-50 -0.8%
53	STARBUCKS CORP COM SBUX	SBUX	14,046	$1.4m0.15%	0.15%	Added +31	+31 0.2%
54	GE AEROSPACE COM NEW GE	GE	3,507	$1.3m0.13%	0.13%	Reduced -6	-6 -0.2%
55	NVIDIA CORPORATION COM NVDA	NVDA	6,040	$1.2m0.12%	0.12%	Reduced -250	-250 -4.0%
56	TESLA INC COM TSLA	TSLA	2,760	$1.2m0.12%	0.12%	Reduced -76	-76 -2.7%
57	ARCHER DANIELS MIDLAND CO COM ADM	ADM	15,174	$1.2m0.12%	0.12%	Added +35	+35 0.2%
58	SELECT SECTOR SPDR TR INDL XLI	XLI	5,975	$1.1m0.11%	0.11%	Unchanged
59	CATERPILLAR INC COM CAT	CAT	1,033	$1.1m0.11%	0.11%	Reduced -30	-30 -2.8%
60	COSTCO WHSL CORP NEW COM COST	COST	1,171	$1.1m0.11%	0.11%	Unchanged
61	GE VERNOVA INC COM GEV	GEV	919	$1.1m0.11%	0.11%	Unchanged
62	PFIZER INC COM PFE	PFE	44,347	$1.1m0.11%	0.11%	Unchanged
63	ISHARES TR RUSSELL 2000 ETF IWM	IWM	3,332	$1.0m0.10%	0.10%	Reduced -172	-172 -4.9%
64	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	31,482	$998.3k0.10%	0.10%	Added +1.3k	+1,277 4.2%
65	BANK AMERICA CORP COM BAC	BAC	17,290	$985.2k0.10%	0.10%	Added +430	+430 2.5%
66	DEERE & CO COM DE	DE	1,500	$951.5k0.10%	0.10%	Unchanged
67	WEYERHAEUSER CO MTN BE COM NEW WY	WY	37,662	$901.6k0.09%	0.09%	Added +181	+181 0.5%
68	WALMART INC COM WMT	WMT	7,922	$897.2k0.09%	0.09%	Unchanged
69	HERSHEY CO COM HSY	HSY	4,965	$871.1k0.09%	0.09%	Added +22	+22 0.5%
70	ISHARES TR CORE S&P500 ETF IVV	IVV	1,127	$844.0k0.09%	0.09%	Reduced -75	-75 -6.2%
71	SELECT SECTOR SPDR TR COMMUNICATION XLC	XLC	7,749	$830.1k0.08%	0.08%	Reduced -250	-250 -3.1%
72	INTEL CORP COM INTC	INTC	5,600	$781.9k0.08%	0.08%	Unchanged
73	SPDR GOLD TR GOLD SHS GLD	GLD	1,993	$734.2k0.07%	0.07%	Unchanged
74	PARKER-HANNIFIN CORP COM PH	PH	749	$732.6k0.07%	0.07%	Unchanged
75	META PLATFORMS INC CL A META	META	1,290	$726.6k0.07%	0.07%	Reduced -8	-8 -0.6%
76	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	8,848	$689.3k0.07%	0.07%	Reduced -400	-400 -4.3%
77	VANGUARD WORLD FD INF TECH ETF VGT	VGT	5,600	$669.3k0.07%	0.07%	Unchanged
78	ENTERPRISE PRODS PARTNERS L COM EPD	EPD	17,750	$652.5k0.07%	0.07%	Unchanged
79	VANGUARD INDEX FDS VALUE ETF VTV	VTV	2,944	$641.6k0.07%	0.07%	Unchanged
80	GILEAD SCIENCES INC COM GILD	GILD	4,952	$625.6k0.06%	0.06%	Added +2	+2 0.0%
81	MCDONALDS CORP COM MCD	MCD	2,303	$622.6k0.06%	0.06%	Added +105	+105 4.8%
82	EATON CORP PLC SHS ETN	ETN	1,350	$575.3k0.06%	0.06%	Unchanged
83	VALERO ENERGY CORP COM VLO	VLO	2,200	$573.0k0.06%	0.06%	Unchanged
84	BLACKSTONE INC COM BX	BX	4,850	$570.7k0.06%	0.06%	Unchanged
85	AMGEN INC COM AMGN	AMGN	1,572	$569.3k0.06%	0.06%	Unchanged
86	LOCKHEED MARTIN CORP COM LMT	LMT	1,093	$556.8k0.06%	0.06%	Added +75	+75 7.4%
87	WELLS FARGO CO NEW COM WFC	WFC	6,695	$553.2k0.06%	0.06%	Added +1	+1 0.0%
88	EXELON CORP COM EXC	EXC	11,764	$548.4k0.06%	0.06%	Added +31	+31 0.3%
89	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	1,792	$503.9k0.05%	0.05%	Unchanged
90	VANGUARD WORLD FD HEALTH CAR ETF VHT	VHT	1,663	$497.3k0.05%	0.05%	Unchanged
91	COCA COLA CO COM KO	KO	6,118	$497.2k0.05%	0.05%	Unchanged
92	WASTE MGMT INC DEL COM WM	WM	2,220	$494.8k0.05%	0.05%	Unchanged
93	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	8,494	$489.4k0.05%	0.05%	Reduced -443	-443 -5.0%
94	ABBOTT LABS COM ABT	ABT	5,090	$461.9k0.05%	0.05%	Unchanged
95	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	601	$459.0k0.05%	0.05%	Reduced -1	-1 -0.2%
96	ISHARES TR CORE S&P MCP ETF IJH	IJH	5,528	$426.3k0.04%	0.04%	Unchanged
97	STATE STR CORP COM STT	STT	2,300	$390.1k0.04%	0.04%	Unchanged
98	NETFLIX INC COM NFLX	NFLX	5,200	$371.3k0.04%	0.04%	Reduced -12	-12 -0.2%
99	MPLX LP COM UNIT REP LTD MPLX	MPLX	5,808	$327.2k0.03%	0.03%	Unchanged
100	DUKE ENERGY CORP NEW COM NEW DUK	DUK	2,549	$322.7k0.03%	0.03%	Added +300	+300 13.3%