AI Portfolio Summary
In 2026 Q1, Van Cleef Asset Management,Inc maintained a portfolio of 121 distinct positions. They heavily accumulated shares in PROGRESSIVE CORP, increasing their position by 0.6%. The fund also reduced its exposure to AUTOMATIC DATA PROCE by 19.4%.
Total Positions
121
Quarter
2026 Q1
Top Holding
PGR (16.3%)
Top 10 Concentration
64.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 121
| 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 | 16.35% | 17.58% |
#1
Prev: #1
|
6.5 | 4,251 | 0.6% |
P
S
|
765,838 | $151,819,763 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
AAPL
APPLE INC
|
Technology | 11.45% | 11.74% |
#2
Prev: #2
|
6.0 | -6,891 | -1.6% |
P
S
|
418,867 | $106,304,275 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
VXF
VANGUARD INDEX ...
|
ETF | 7.73% | 7.40% |
#3
1
Prev: #4
|
4.6 | -214 | -0.1% |
P
S
|
348,657 | $71,753,634 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 6.60% | 7.62% |
#4
1
Prev: #3
|
3.6 | -3,912 | -0.9% |
P
S
|
419,146 | $61,312,677 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 5.82% | 5.95% |
#5
1
Prev: #6
|
3.3 | 245 | 0.1% |
P
S
|
187,805 | $54,005,135 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 4.94% | 6.09% |
#6
1
Prev: #5
|
2.5 | -137 | -0.1% |
P
S
|
123,995 | $45,899,237 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 3.12% | 2.12% |
#7
5
Prev: #12
|
1.7 | -2,664 | -1.5% |
P
S
|
170,833 | $28,983,497 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
VEU
VANGUARD INTL E...
|
ETF | 2.94% | 2.73% |
#8
1
Prev: #7
|
1.7 | -3,363 | -0.9% |
P
S
|
363,150 | $27,272,550 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
LAMR
LAMAR ADVERTISI...
|
Real Estate | 2.88% | 2.73% |
#9
1
Prev: #8
|
1.7 | -910 | -0.4% |
P
S
|
211,448 | $26,782,026 | 2011 Q3 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
LIN
LINDE PLC
|
Basic Materials | 2.57% | 2.08% |
#10
3
Prev: #13
|
1.5 | 196 | 0.4% |
P
S
|
48,202 | $23,896,714 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 2.57% | 2.66% |
#11
2
Prev: #9
|
1.5 | -688 | -0.8% |
P
S
|
83,068 | $23,828,998 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 2.55% | 2.40% |
#12
2
Prev: #10
|
1.5 | -1,240 | -0.3% |
P
S
|
438,544 | $23,703,282 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
PAYX
PAYCHEX INC
|
Technology | 2.26% | 2.35% |
#13
2
Prev: #11
|
2.9 | 21,330 | 10.3% |
P
S
|
227,971 | $21,000,669 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
IXC
ISHARES TR
|
ETF | 1.75% | 1.21% |
#14
4
Prev: #18
|
1.2 | -941 | -0.3% |
P
S
|
282,705 | $16,286,607 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
SYK
STRYKER CORPORA...
|
Healthcare | 1.66% | 1.67% |
#15
Prev: #15
|
1.2 | -57 | -0.1% |
P
S
|
46,847 | $15,393,464 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
MKC
MCCORMICK & CO ...
|
Consumer Defensive | 1.63% | 1.97% |
#16
2
Prev: #14
|
2.7 | 16,084 | 5.6% |
P
S
|
300,840 | $15,174,380 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
SCHW
SCHWAB CHARLES ...
|
Financial Services | 1.47% | 1.47% |
#17
Prev: #17
|
1.1 | -179 | -0.1% |
P
S
|
144,834 | $13,611,461 | 2010 Q1 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
PEP
PEPSICO INC
|
Consumer Defensive | 1.33% | 1.17% |
#18
1
Prev: #19
|
1.0 | -269 | -0.3% |
P
S
|
79,830 | $12,396,784 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
AXP
AMERICAN EXPRES...
|
Financial Services | 1.33% | 1.55% |
#19
3
Prev: #16
|
1.0 | -248 | -0.6% |
P
S
|
40,972 | $12,393,290 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
CMCSA
COMCAST CORP NE...
|
Communication Services | 1.30% | 0.72% |
#20
4
Prev: #24
|
3.5 | 184,963 | 78.3% |
P
S
|
421,282 | $12,095,007 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 1.09% | 1.08% |
#21
1
Prev: #20
|
0.9 | -50 | -0.2% |
P
S
|
31,676 | $10,161,978 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 1.00% | 1.01% |
#22
1
Prev: #21
|
0.9 | -425 | -2.9% |
P
S
|
14,246 | $9,264,744 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
CB
CHUBB LTD SWITZ
|
Financial Services | 0.91% | 0.82% |
#23
Prev: #23
|
0.9 | -18 | -0.1% |
P
S
|
25,932 | $8,451,904 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
VBR
VANGUARD INDEX ...
|
ETF | 0.79% | 0.67% |
#24
1
Prev: #25
|
2.3 | 2,340 | 7.5% |
P
S
|
33,588 | $7,296,894 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
DIS
DISNEY WALT CO
|
Communication Services | 0.78% | 0.88% |
#25
3
Prev: #22
|
0.8 | -1,035 | -1.4% |
P
S
|
75,488 | $7,275,534 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
SCHX
SCHWAB STRATEGI...
|
ETF | 0.72% | 0.67% |
#26
Prev: #26
|
2.3 | 15,310 | 6.2% |
P
S
|
260,719 | $6,684,824 | 2012 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
IEZ
ISHARES TR
|
ETF | 0.54% | 0.37% |
#27
7
Prev: #34
|
0.7 | -2,528 | -1.4% |
P
S
|
173,721 | $5,029,218 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.53% | 0.53% |
#28
1
Prev: #27
|
0.7 | -74 | -0.5% |
P
S
|
15,002 | $4,934,008 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.52% | 0.52% |
#29
1
Prev: #28
|
0.7 | 26 | 0.3% |
P
S
|
10,142 | $4,860,047 | 2010 Q1 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
SLB
SLB LIMITED
|
Energy | 0.50% | 0.35% |
#30
8
Prev: #38
|
0.7 | 279 | 0.3% |
P
S
|
89,785 | $4,614,041 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.47% | 0.49% |
#31
2
Prev: #29
|
0.7 | -219 | -1.5% |
P
S
|
14,825 | $4,360,911 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
VT
VANGUARD INTL E...
|
ETF | 0.47% | 0.45% |
#32
2
Prev: #30
|
0.7 | 1 | 0.0% |
P
S
|
31,472 | $4,353,208 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 0.46% | 0.42% |
#33
2
Prev: #31
|
0.7 | 271 | 0.4% |
P
S
|
66,360 | $4,252,349 | 2012 Q3 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.44% | 0.36% |
#34
2
Prev: #36
|
0.7 | -575 | -3.3% |
P
S
|
16,793 | $4,104,810 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 0.35% | 0.24% |
#35
6
Prev: #41
|
0.6 | 1 | 0.0% |
P
S
|
15,798 | $3,268,520 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
XLK
SELECT SECTOR S...
|
Unknown | 0.35% | 0.36% |
#36
1
Prev: #37
|
0.6 | -475 | -1.9% |
P
S
|
24,385 | $3,240,767 | 2017 Q3 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
BLK
BLACKROCK INC
|
Financial Services | 0.34% | 0.36% |
#37
2
Prev: #35
|
0.6 | -44 | -1.3% |
P
S
|
3,317 | $3,189,993 | 2011 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
CEG
CONSTELLATION E...
|
Utilities | 0.33% | 0.40% |
#38
5
Prev: #33
|
0.6 | -222 | -2.0% |
P
S
|
10,927 | $3,051,453 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
CL
COLGATE PALMOLI...
|
Consumer Defensive | 0.30% | 0.26% |
#39
1
Prev: #40
|
1.1 | no change | no change |
P
S
|
32,750 | $2,791,283 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
ADP
AUTOMATIC DATA ...
|
Technology | 0.28% | 0.41% |
#40
8
Prev: #32
|
0.6 | -3,065 | -19.4% |
P
S
|
12,701 | $2,580,590 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.28% | 0.31% |
#41
2
Prev: #39
|
0.6 | -40 | -1.4% |
P
S
|
2,786 | $2,562,099 | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
MRK
MERCK & CO INC
|
Healthcare | 0.25% | 0.20% |
#42
3
Prev: #45
|
0.6 | -50 | -0.3% |
P
S
|
19,008 | $2,286,473 | 2010 Q1 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
IEMG
ISHARES INC
|
ETF | 0.25% | 0.23% |
#43
1
Prev: #42
|
0.6 | -480 | -1.4% |
P
S
|
32,662 | $2,278,175 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
IXUS
ISHARES TR
|
ETF | 0.24% | 0.22% |
#44
Prev: #44
|
0.6 | -11 | -0.0% |
P
S
|
25,641 | $2,221,537 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
CSCO
CISCO SYS INC
|
Technology | 0.22% | 0.20% |
#45
1
Prev: #46
|
0.6 | -75 | -0.3% |
P
S
|
25,878 | $2,007,910 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
SCHB
SCHWAB STRATEGI...
|
ETF | 0.22% | 0.23% |
#46
3
Prev: #43
|
0.6 | -5,125 | -6.0% |
P
S
|
79,668 | $1,999,667 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
PG
PROCTER & GAMBL...
|
Consumer Defensive | 0.21% | 0.20% |
#47
Prev: #47
|
0.6 | -275 | -2.0% |
P
S
|
13,588 | $1,962,684 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.17% | 0.17% |
#48
Prev: #48
|
0.6 | -50 | -0.7% |
P
S
|
7,454 | $1,621,258 | 2013 Q1 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.17% | 0.17% |
#49
1
Prev: #50
|
0.6 | -15 | -0.6% |
P
S
|
2,598 | $1,552,473 | 2015 Q1 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 0.16% | 0.17% |
#50
1
Prev: #49
|
0.6 | -40 | -1.5% |
P
S
|
2,644 | $1,526,064 | 2017 Q3 | 13F Filing | 2026-03-31 | 2026-05-01 |
Showing 1-50 of 121 holdings