Van Cleef Asset Management,Inc

Q2 2026 13F-HR Holdings

Location
Beachwood, OH
Holdings as of
6/30/2026
Date filed
8/3/2026
Form type
13F-HR
Num holdings
119
Total value ($000)
$980,979
Net value change ($000)
+52,321 (5.6%)
New positions
1
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/1/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
PGR 13,303 8.8%
GOOGL 12,753 23.6%
VXF 12,174 17.0%
AAPL 11,523 10.8%
LAMR 5,620 21.0%
GOOGL 3,483 14.6%
VEU 3,203 11.7%
VWO 2,055 8.7%
VTI 1,559 15.3%
SPY 1,351 14.6%
Top Reduces (Value $000, Stocks/ETFs)
PLTR -13,612 -22.2%
XOM -5,672 -19.6%
IXC -3,035 -18.6%
CMCSA -2,180 -18.0%
PEP -1,806 -14.6%
SYK -676 -4.4%
CVX -650 -19.9%
MSFT -626 -1.4%
SCHW -515 -3.8%
SLB -454 -9.8%
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