Van Cleef Asset Management,Inc

Q4 2025 13F-HR Holdings

Location
Beachwood, OH
Holdings as of
12/31/2025
Date filed
2/9/2026
Form type
13F-HR
Num holdings
117
Total value ($000)
$986,234
Net value change ($000)
+2,164 (0.2%)
New positions
3
Sold out positions
3
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/4/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
GOOGL 12,794 27.9%
AAPL 5,851 5.3%
GOOGL 5,372 25.7%
PAYX 4,999 27.5%
AXP 1,419 10.3%
CB 1,307 19.2%
TSLA 1,275 NEW
XOM 1,272 6.5%
LLY 922 43.6%
LAMR 859 3.3%
Top Reduces (Value $000, Stocks/ETFs)
PGR -12,418 -6.7%
CMCSA -6,917 -49.5%
MSFT -4,829 -7.4%
LIN -3,678 -15.2%
PLTR -3,366 -4.3%
MKC -1,412 -6.8%
DIS -996 -10.3%
HD -977 -15.8%
SYK -867 -5.0%
SPY -689 -6.4%
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