Van Cleef Asset Management,Inc

Q3 2025 13F-HR Holdings

Location
Beachwood, OH
Holdings as of
9/30/2025
Date filed
11/4/2025
Form type
13F-HR
Num holdings
118
Total value ($000)
$984,070
Net value change ($000)
+55,706 (6.0%)
New positions
2
Sold out positions
2
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/6/2025 Next filing: 2/9/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 21,112 23.8%
PLTR 18,230 30.2%
GOOGL 12,694 38.2%
VXF 5,663 8.4%
GOOGL 5,540 36.0%
VWO 2,211 10.2%
MSFT 2,200 3.5%
VEU 1,709 7.0%
XOM 899 4.8%
XLC 792 276.9%
Top Reduces (Value $000, Stocks/ETFs)
PGR -15,176 -7.5%
PAYX -2,658 -12.8%
CMCSA -2,456 -14.9%
MKC -2,387 -10.3%
SYK -1,206 -6.5%
DIS -796 -7.6%
PECO -550 -100.0%
CL -359 -12.1%
CI -207 -100.0%
ADP -189 -4.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type