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Holders — by stockHoldings — by fund

Van Cleef Asset Management,Inc

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001482935

$981.0M

disclosed book value

119

positions

16.8%

largest position share

Positions, as of 2026-06-30

top 100 of 119 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1PGRPROGRESSIVE CORP755,885$165.1M16.8%
2AAPLAPPLE INC407,200$117.8M12%
3VXFVANGUARD INDEX FDS340,880$83.9M8.6%
4GOOGLALPHABET INC186,803$66.8M6.8%
5PLTRPALANTIR TECHNOLOGIES INC408,853$47.7M4.9%
6MSFTMICROSOFT CORP121,368$45.3M4.6%
7LAMRLAMAR ADVERTISING CO207,733$32.4M3.3%
8VEUVANGUARD INTL EQUITY INDEX F363,890$30.5M3.1%
9GOOGALPHABET INC77,299$27.3M2.8%
10VWOVANGUARD INTL EQUITY INDEX F431,534$25.8M2.6%
11LINLINDE PLC47,085$24.4M2.5%
12XOMEXXON MOBIL CORP170,502$23.3M2.4%
13PAYXPAYCHEX INC223,427$22.0M2.2%
14MKCMCCORMICK & CO INC302,441$15.2M1.6%
15SYKSTRYKER CORPORATION46,743$14.7M1.5%
16AXPAMERICAN EXPRESS CO40,403$13.7M1.4%
17IXCISHARES TR269,735$13.3M1.4%
18SCHWSCHWAB CHARLES CORP141,930$13.1M1.3%
19VTIVANGUARD INDEX FDS31,676$11.7M1.2%
20SPYSTATE STR SPDR S&P 500 ETF T14,216$10.6M1.1%
21PEPPEPSICO INC78,221$10.6M1.1%
22CMCSACOMCAST CORP NEW403,875$9.9M1%
23CBCHUBB LIMITED25,549$8.7M0.9%
24VBRVANGUARD INDEX FDS33,658$8.2M0.8%
25SCHXSCHWAB STRATEGIC TR264,613$7.8M0.8%
26DISDISNEY WALT CO74,529$7.2M0.7%
27HDHOME DEPOT INC15,002$5.3M0.5%
28BRK/BBERKSHIRE HATHAWAY INC DEL10,231$5.1M0.5%
29VTVANGUARD INTL EQUITY INDEX F31,472$4.9M0.5%
30JPMJPMORGAN CHASE & CO14,821$4.9M0.5%
31IEZISHARES TR171,126$4.6M0.5%
32JNJJOHNSON & JOHNSON16,838$4.3M0.4%
33VEAVANGUARD TAX-MANAGED FDS58,615$4.2M0.4%
34SLBSLB LIMITED89,476$4.2M0.4%
35XLKSELECT SECTOR SPDR TR20,810$4.0M0.4%
36LLYELI LILLY & CO2,762$3.3M0.3%
37BLKBLACKROCK INC3,336$3.2M0.3%
38CSCOCISCO SYS INC25,869$3.0M0.3%
39CLCOLGATE PALMOLIVE CO32,750$3.0M0.3%
40ADPAUTOMATIC DATA PROCESSING IN12,701$2.8M0.3%
41CEGCONSTELLATION ENERGY CORP10,941$2.7M0.3%
42CVXCHEVRON CORPORATION15,798$2.6M0.3%
43IEMGISHARES INC30,865$2.6M0.3%
44MRKMERCK & CO INC18,933$2.4M0.2%
45IXUSISHARES TR25,119$2.4M0.2%
46SCHBSCHWAB STRATEGIC TR79,668$2.3M0.2%
47QQQINVESCO QQQ TR2,719$2.0M0.2%
48PGPROCTER & GAMBLE CO13,578$2.0M0.2%
49ABBVABBVIE INC7,570$1.9M0.2%
50VOOVANGUARD INDEX FDS2,602$1.8M0.2%
51UNHUNITEDHEALTH GROUP INC4,049$1.7M0.2%
52AMZNAMAZON COM INC6,606$1.6M0.2%
53SBUXSTARBUCKS CORP14,046$1.4M0.1%
54GEGE AEROSPACE3,507$1.3M0.1%
55NVDANVIDIA CORPORATION6,040$1.2M0.1%
56TSLATESLA INC2,760$1.2M0.1%
57ADMARCHER DANIELS MIDLAND CO15,174$1.2M0.1%
58XLISELECT SECTOR SPDR TR5,975$1.1M0.1%
59CATCATERPILLAR INC1,033$1.1M0.1%
60COSTCOSTCO WHOLESALE CORPORATION1,171$1.1M0.1%
61GEVGE VERNOVA INC919$1.1M0.1%
62PFEPFIZER INC44,347$1.1M0.1%
63IWMISHARES TR3,332$1.0M0.1%
64SCHDSCHWAB STRATEGIC TR31,482$998,2940.1%
65BACBANK OF AMER CORP17,290$985,1850.1%
66DEDEERE & CO1,500$951,4950.1%
67WYWEYERHAEUSER CO37,662$901,6400.1%
68WMTWALMART INC7,922$897,2460.1%
69HSYHERSHEY CO4,965$871,0820.1%
70IVVISHARES TR1,127$844,0000.1%
71XLCSELECT SECTOR SPDR TR7,749$830,1460.1%
72INTCINTEL CORP5,600$781,9280.1%
73GLDSPDR GOLD TR1,993$734,1820.1%
74PHPARKER-HANNIFIN CORP749$732,6120.1%
75METAMETA PLATFORMS INC1,290$726,6450.1%
76BSVVANGUARD BD INDEX FDS8,848$689,3480.1%
77VGTVANGUARD WORLD FD5,600$669,3120.1%
78EPDENTERPRISE PRODS PARTNERS L17,750$652,4900.1%
79VTVVANGUARD INDEX FDS2,944$641,5860.1%
80GILDGILEAD SCIENCES INC4,952$625,6360.1%
81MCDMCDONALDS CORP2,303$622,6350.1%
82ETNEATON CORP PLC1,350$575,2620.1%
83VLOVALERO ENERGY CORP2,200$572,9680.1%
84BXBLACKSTONE INC4,850$570,7000.1%
85AMGNAMGEN INC1,572$569,2530.1%
86LMTLOCKHEED MARTIN CORP1,093$556,8400.1%
87WFCWELLS FARGO & CO6,695$553,2470.1%
88EXCEXELON CORP11,764$548,4320.1%
89IBMINTERNATIONAL BUSINESS MACHS1,792$503,9290.1%
90VHTVANGUARD WORLD FD1,663$497,2540.1%
91KOCOCA COLA CO6,118$497,2100.1%
92WMWASTE MGMT INC DEL2,220$494,7940.1%
93BMYBRISTOL-MYERS SQUIBB CO8,494$489,4250%
94ABTABBOTT LABORATORIES5,090$461,8670%
95CRWDCROWDSTRIKE HLDGS INC601$458,9920%
96IJHISHARES TR5,528$426,2650%
97STTSTATE STR CORP2,300$390,0800%
98NFLXNETFLIX INC.5,200$371,2800%
99MPLXMPLX LP5,808$327,1650%
100DUKDUKE ENERGY CORP NEW2,549$322,6530%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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