AI Portfolio Summary
In 2025 Q4, Van Cleef Asset Management,Inc maintained a portfolio of 120 distinct positions. They heavily accumulated shares in PROGRESSIVE CORP, increasing their position by 1.2%. Conversely, Van Cleef Asset Management,Inc completely exited their position in QUALCOMM INC.
Total Positions
120
Quarter
2025 Q4
Top Holding
PGR (17.6%)
Top 10 Concentration
66.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 120
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
PGR
PROGRESSIVE COR...
|
Financial Services | 17.58% | 18.89% |
#1
Prev: #1
|
9.0 | 9,017 | 1.2% |
P
S
|
761,587 | $173,428,626 | 2009 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
APPLE INC
|
Technology | 11.74% | 11.17% |
#2
Prev: #2
|
4.7 | -5,834 | -1.4% |
P
S
|
425,758 | $115,746,517 | 2009 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 7.62% | 7.98% |
#3
Prev: #3
|
3.1 | -7,622 | -1.8% |
P
S
|
423,058 | $75,198,560 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VXF
VANGUARD INDEX ...
|
ETF | 7.40% | 7.46% |
#4
Prev: #4
|
3.0 | -1,939 | -0.6% |
P
S
|
348,871 | $72,955,876 | 2009 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSFT
MICROSOFT CORP
|
Technology | 6.09% | 6.59% |
#5
Prev: #5
|
2.4 | -1,096 | -0.9% |
P
S
|
124,132 | $60,032,502 | 2009 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 5.95% | 4.67% |
#6
Prev: #6
|
2.4 | -1,299 | -0.7% |
P
S
|
187,560 | $58,706,126 | 2015 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VEU
VANGUARD INTL E...
|
ETF | 2.73% | 2.67% |
#7
Prev: #7
|
1.1 | -955 | -0.3% |
P
S
|
366,513 | $26,960,662 | 2009 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LAMR
LAMAR ADVERTISI...
|
Real Estate | 2.73% | 2.64% |
#8
Prev: #8
|
1.1 | -194 | -0.1% |
P
S
|
212,358 | $26,880,292 | 2011 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOG
ALPHABET INC
|
Communication Services | 2.66% | 2.12% |
#9
2
Prev: #11
|
1.1 | -2,101 | -2.4% |
P
S
|
83,756 | $26,282,717 | 2009 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VWO
VANGUARD INTL E...
|
ETF | 2.40% | 2.42% |
#10
Prev: #10
|
1.0 | -373 | -0.1% |
P
S
|
439,784 | $23,642,767 | 2009 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PAYX
PAYCHEX INC
|
Technology | 2.35% | 1.85% |
#11
3
Prev: #14
|
3.1 | 63,203 | 44.1% |
P
S
|
206,641 | $23,181,009 | 2009 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 2.12% | 1.99% |
#12
1
Prev: #13
|
0.8 | -399 | -0.2% |
P
S
|
173,497 | $20,878,676 | 2009 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LIN
LINDE PLC
|
Basic Materials | 2.08% | 2.45% |
#13
4
Prev: #9
|
0.8 | -2,829 | -5.6% |
P
S
|
48,006 | $20,469,192 | 2019 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MKC
MCCORMICK & CO ...
|
Consumer Defensive | 1.97% | 2.11% |
#14
2
Prev: #12
|
0.8 | -26,213 | -8.4% |
P
S
|
284,756 | $19,394,726 | 2009 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SYK
STRYKER CORPORA...
|
Healthcare | 1.67% | 1.76% |
#15
Prev: #15
|
0.7 | -35 | -0.1% |
P
S
|
46,904 | $16,485,268 | 2009 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AXP
AMERICAN EXPRES...
|
Financial Services | 1.55% | 1.41% |
#16
2
Prev: #18
|
0.6 | -417 | -1.0% |
P
S
|
41,220 | $15,249,292 | 2009 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHW
SCHWAB CHARLES ...
|
Financial Services | 1.47% | 1.41% |
#17
Prev: #17
|
0.6 | -466 | -0.3% |
P
S
|
145,013 | $14,488,283 | 2010 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IXC
ISHARES TR
|
ETF | 1.21% | 1.21% |
#18
1
Prev: #19
|
0.5 | -2,103 | -0.7% |
P
S
|
283,646 | $11,893,257 | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PEP
PEPSICO INC
|
Consumer Defensive | 1.17% | 1.18% |
#19
1
Prev: #20
|
0.5 | -2,604 | -3.1% |
P
S
|
80,099 | $11,495,836 | 2009 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 1.08% | 1.06% |
#20
2
Prev: #22
|
0.4 | -20 | -0.1% |
P
S
|
31,726 | $10,636,777 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPY
SPDR S&P 500 ET...
|
ETF | 1.01% | 1.09% |
#21
Prev: #21
|
0.4 | -1,380 | -8.6% |
P
S
|
14,671 | $10,004,449 | 2009 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DIS
DISNEY WALT CO
|
Communication Services | 0.88% | 0.99% |
#22
1
Prev: #23
|
0.4 | -8,209 | -9.7% |
P
S
|
76,523 | $8,706,022 | 2009 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CB
CHUBB LIMITED
|
Financial Services | 0.82% | 0.69% |
#23
1
Prev: #24
|
2.4 | 1,884 | 7.8% |
P
S
|
25,950 | $8,099,636 | 2023 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CMCSA
COMCAST CORP NE...
|
Communication Services | 0.72% | 1.42% |
#24
8
Prev: #16
|
0.4 | -208,662 | -46.9% |
P
S
|
236,319 | $7,063,564 | 2014 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VBR
VANGUARD INDEX ...
|
ETF | 0.67% | 0.66% |
#25
Prev: #25
|
0.3 | -106 | -0.3% |
P
S
|
31,248 | $6,617,930 | 2016 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
QCOM
QUALCOMM INC
|
Technology | 0.00% | 0.03% |
Sold All 😨
(Was: #103) |
0.3 | -1,650 | -100.0% |
CLOSED
|
— | $— | 2009 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HON
HONEYWELL INTL ...
|
Industrials | 0.00% | 0.02% |
Sold All 😨
(Was: #111) |
0.3 | -1,100 | -100.0% |
CLOSED
|
— | $— | 2010 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MAS
MASCO CORP
|
Industrials | 0.00% | 0.02% |
Sold All 😨
(Was: #115) |
0.3 | -3,140 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 120 holdings