Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Van Cleef Asset Management,Inc (CIK 1482935) reported $928.7M across 117 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: PGR ($151.8M, 16.35%), AAPL ($106.3M, 11.45%), VXF ($71.8M, 7.73%), PLTR ($61.3M, 6.60%), GOOGL ($54.0M, 5.82%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PGR | PROGRESSIVE CORP | $151.8M | 16.35% | 765,838 | Added |
| 2 | AAPL | APPLE INC | $106.3M | 11.45% | 418,867 | Trimmed |
| 3 | VXF | VANGUARD INDEX FDS | $71.8M | 7.73% | 348,657 | Trimmed |
| 4 | PLTR | PALANTIR TECHNOLOGIES INC | $61.3M | 6.60% | 419,146 | Trimmed |
| 5 | GOOGL | ALPHABET INC | $54.0M | 5.82% | 187,805 | Added |
| 6 | MSFT | MICROSOFT CORP | $45.9M | 4.94% | 123,995 | Trimmed |
| 7 | XOM | EXXON MOBIL CORP | $29.0M | 3.12% | 170,833 | Trimmed |
| 8 | VEU | VANGUARD INTL EQUITY INDEX F | $27.3M | 2.94% | 363,150 | Trimmed |
| 9 | LAMR | LAMAR ADVERTISING CO | $26.8M | 2.88% | 211,448 | Trimmed |
| 10 | LIN | LINDE PLC | $23.9M | 2.57% | 48,202 | Added |
| 11 | GOOG | ALPHABET INC | $23.8M | 2.57% | 83,068 | Trimmed |
| 12 | VWO | VANGUARD INTL EQUITY INDEX F | $23.7M | 2.55% | 438,544 | Trimmed |
| 13 | PAYX | PAYCHEX INC | $21.0M | 2.26% | 227,971 | Added |
| 14 | IXC | ISHARES TR | $16.3M | 1.75% | 282,705 | Trimmed |
| 15 | SYK | STRYKER CORPORATION | $15.4M | 1.66% | 46,847 | Trimmed |
| 16 | MKC | MCCORMICK & CO INC | $15.2M | 1.63% | 300,840 | Added |
| 17 | SCHW | SCHWAB CHARLES CORP | $13.6M | 1.47% | 144,834 | Trimmed |
| 18 | AXP | AMERICAN EXPRESS CO | $12.4M | 1.33% | 40,972 | Trimmed |
| 19 | PEP | PEPSICO INC | $12.4M | 1.33% | 79,830 | Trimmed |
| 20 | CMCSA | COMCAST CORP NEW | $12.1M | 1.30% | 421,282 | Added |
| 21 | VTI | VANGUARD INDEX FDS | $10.2M | 1.09% | 31,676 | Trimmed |
| 22 | SPY | STATE STR SPDR S&P 500 ETF T | $9.3M | 1.00% | 14,246 | Trimmed |
| 23 | CB | CHUBB LTD SWITZ | $8.5M | 0.91% | 25,932 | Trimmed |
| 24 | VBR | VANGUARD INDEX FDS | $7.3M | 0.79% | 33,588 | Added |
| 25 | DIS | DISNEY WALT CO | $7.3M | 0.78% | 75,488 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31