Van Cleef Asset Management,Inc holds a focused book of 119 stocks worth $981.0M as of Q2 2026 (disclosed Aug 3, 2026, a ~34-day 13F lag). This quarter they opened CSX Corp and trimmed Progressive Corp. Their largest long position is Progressive Corp at 17% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
77% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Van Cleef Asset Management,Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| FMR LLC | 80 / 80 | $799.4B |
| MORGAN STANLEY | 80 / 80 | $635.9B |
| JPMORGAN CHASE & CO | 80 / 80 | $575.2B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $476.1B |
| GOLDMAN SACHS GROUP INC | 80 / 80 | $293.7B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $187.7B |
| ROYAL BANK OF CANADA | 80 / 80 | $178.4B |
| UBS Group AG | 80 / 80 | $167.0B |
Ranked by how many of Van Cleef Asset Management,Inc's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Progressive Corp COM | $165.1M | 755.9K | 16.8% | ▼−1.3% Reduced · −10K sh | |
| 2 | Apple Inc COM | $117.8M | 407.2K | 12.0% | ▼−2.8% Reduced · −12K sh | |
| 3 | Vanguard Index FDS EXTEND MKT ETF | $83.9M | 340.9K | 8.6% | ▼−2.2% Reduced · −8K sh | |
| 4 | Alphabet Inc CAP STK CL A | $66.8M | 186.8K | 6.8% | ▼−0.5% Reduced · −1K sh | |
| 5 | Palantir Technologies Inc CL A | $47.7M | 408.9K | 4.9% | ▼−2.5% Reduced · −10K sh | |
| 6 | Microsoft Corp COM | $45.3M | 121.4K | 4.6% | ▼−2.1% Reduced · −3K sh | |
| 7 | Lamar Advertising Co CL A | $32.4M | 207.7K | 3.3% | ▼−1.8% Reduced · −4K sh | |
| 8 | Vanguard Intl Equity Index F ALLWRLD EX US | $30.5M | 363.9K | 3.1% | ▲+0.2% Added · +740 sh | |
| 9 | Alphabet Inc CAP STK CL C | $27.3M | 77.3K | 2.8% | ▼−6.9% Reduced · −6K sh | |
| 10 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $25.8M | 431.5K | 2.6% | ▼−1.6% Reduced · −7K sh | |
| 11 | Linde PLC SHS | $24.4M | 47.1K | 2.5% | ▼−2.3% Reduced · −1K sh | |
| 12 | Exxon Mobil Corp COM | $23.3M | 170.5K | 2.4% | ▼−0.2% Reduced · −331 sh | |
| 13 | Paychex Inc COM | $22.0M | 223.4K | 2.2% | ▼−2.0% Reduced · −5K sh | |
| 14 | McCormick & Co Inc COM NON VTG | $15.2M | 302.4K | 1.6% | ▲+0.5% Added · +2K sh | |
| 15 | Stryker Corporation COM | $14.7M | 46.7K | 1.5% | ▼−0.2% Reduced · −104 sh | |
| 16 | American Express Co COM | $13.7M | 40.4K | 1.4% | ▼−1.4% Reduced · −569 sh | |
| 17 | Ishares TR GLOBAL ENERG ETF | $13.3M | 269.7K | 1.4% | ▼−4.6% Reduced · −13K sh | |
| 18 | Schwab Charles Corp COM | $13.1M | 141.9K | 1.3% | ▼−2.0% Reduced · −3K sh | |
| 19 | Vanguard Index FDS TOTAL STK MKT | $11.7M | 31.7K | 1.2% | —Held | |
| 20 | State STR SPDR S&P 500 ETF T TR UNIT | $10.6M | 14.2K | 1.1% | ▼−0.2% Reduced · −30 sh | |
| 21 | Pepsico Inc COM | $10.6M | 78.2K | 1.1% | ▼−2.0% Reduced · −2K sh | |
| 22 | Comcast Corp New CL A | $9.9M | 403.9K | 1.0% | ▼−4.1% Reduced · −17K sh | |
| 23 | Chubb Limited COM | $8.7M | 25.5K | 0.9% | ▼−1.5% Reduced · −383 sh | |
| 24 | Vanguard Index FDS SM CP VAL ETF | $8.2M | 33.7K | 0.8% | ▲+0.2% Added · +70 sh | |
| 25 | Schwab Strategic TR US LRG CAP ETF | $7.8M | 264.6K | 0.8% | ▲+1.5% Added · +4K sh | |
| 26 | Disney Walt Co COM | $7.2M | 74.5K | 0.7% | ▼−1.3% Reduced · −959 sh | |
| 27 | Home Depot Inc COM | $5.3M | 15.0K | 0.5% | —Held | |
| 28 | Berkshire Hathaway Inc Del CL B NEW | $5.1M | 10.2K | 0.5% | ▲+0.9% Added · +89 sh | |
| 29 | Vanguard Intl Equity Index F TT WRLD ST ETF | $4.9M | 31.5K | 0.5% | —Held | |
| 30 | JPMorgan Chase & Co COM | $4.9M | 14.8K | 0.5% | ▼~0% Reduced · −4 sh | |
| 31 | Ishares TR US OIL EQ&SV ETF | $4.6M | 171.1K | 0.5% | ▼−1.5% Reduced · −3K sh | |
| 32 | Johnson & Johnson COM | $4.3M | 16.8K | 0.4% | ▲+0.3% Added · +45 sh | |
| 33 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $4.2M | 58.6K | 0.4% | ▼−12% Reduced · −8K sh | |
| 34 | SLB Limited COM STK | $4.2M | 89.5K | 0.4% | ▼−0.3% Reduced · −309 sh | |
| 35 | Select Sector SPDR TR ST STR TECHN ETF | $4.0M | 20.8K | 0.4% | ▼−15% Reduced · −4K sh | |
| 36 | Eli Lilly & Co COM | $3.3M | 2.8K | 0.3% | ▼−0.9% Reduced · −24 sh | |
| 37 | BlackRock Inc COM | $3.2M | 3.3K | 0.3% | ▲+0.6% Added · +19 sh | |
| 38 | Cisco Sys Inc COM | $3.0M | 25.9K | 0.3% | ▼~0% Reduced · −9 sh | |
| 39 | Colgate Palmolive Co COM | $3.0M | 32.8K | 0.3% | —Held | |
| 40 | Automatic Data Processing In COM | $2.8M | 12.7K | 0.3% | —Held | |
| 41 | Constellation Energy Corp COM | $2.7M | 10.9K | 0.3% | ▲+0.1% Added · +14 sh | |
| 42 | Chevron Corporation COM | $2.6M | 15.8K | 0.3% | —Held | |
| 43 | Ishares Inc CORE MSCI EMKT | $2.6M | 30.9K | 0.3% | ▼−5.5% Reduced · −2K sh | |
| 44 | Merck & Co Inc COM | $2.4M | 18.9K | 0.2% | ▼−0.4% Reduced · −75 sh | |
| 45 | Ishares TR CORE MSCI TOTAL | $2.4M | 25.1K | 0.2% | ▼−2.0% Reduced · −522 sh | |
| 46 | Schwab Strategic TR US BRD MKT ETF | $2.3M | 79.7K | 0.2% | —Held | |
| 47 | Invesco QQQ TR UNIT SER 1 | $2.0M | 2.7K | 0.2% | ▲+2.8% Added · +75 sh | |
| 48 | Procter & Gamble Co COM | $2.0M | 13.6K | 0.2% | ▼−0.1% Reduced · −10 sh | |
| 49 | Abbvie Inc COM | $1.9M | 7.6K | 0.2% | ▲+1.6% Added · +116 sh | |
| 50 | Vanguard Index FDS S&P 500 ETF SHS | $1.8M | 2.6K | 0.2% | ▲+0.1% Added · +4 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1482935/holdings"
Use Arkolith to show Van Cleef Asset Management,Inc's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 3, 2026 | 119 | $981.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 1, 2026 | 118 | $928.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 9, 2026 | 117 | $986.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 4, 2025 | 118 | $984.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 6, 2025 | 117 | $928.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 30, 2025 | 116 | $884.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 5, 2025 | 119 | $912.3M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 4, 2024 | 122 | $901.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.