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13F holdings · Q3 2026

Van Cleef Asset Management,Inc

Beachwood, OH · files as Van Cleef Asset Management,Inc
Holdings as of Sep 30, 2026Filed Oct 20, 2026Next filing due Feb 15, 2027CIK 1482935

Van Cleef Asset Management,Inc reported 120 stocks worth $1B in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are PGR (15.4%), AAPL (13.0%) and VXF (7.7%). Compared with Q2 2026, the fund opened new positions in XOM, added to LIN, SYK and SPY, trimmed PGR, AAPL and VXF and sold out of XOM, CSX and NDSN.

Reported value$1B+2.7% vs last quarter
Stocks held1204 new · 3 sold out
Top 5 weight49.8%fairly concentrated
Turnover7%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
PGR
Progressive Corp
$155M15.4%747K−8,411 (−1%)8 of 8
2
AAPL
Apple Inc
$131M13.0%392K−15K (−4%)8 of 8
3
VXF
Vanguard Index Fds
$78M7.7%337K−4,328 (−1%)8 of 8
4
PLTR
Palantir Technologies Inc
$75.1M7.5%401K−7,483 (−2%)8 of 8
5
GOOGL
Alphabet Inc
$63.3M6.3%184K−2,752 (−1%)8 of 8
6
MSFT
Microsoft Corp
$60.9M6.0%119K−2,708 (−2%)8 of 8
7
VEU
Vanguard Intl Equity Index F
$30M3.0%362K−2,174 (−1%)8 of 8
8
LAMR
Lamar Advertising Co New
$29.5M2.9%205K−3,217 (−2%)8 of 8
9
XOM
Exxon Mobil Corp
$27.5M2.7%169KNew position1 of 8
10
GOOG
Alphabet Inc
$26M2.6%76K−1,128 (−1%)8 of 8
🔒 110 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q2 2026, gone in Q3 2026
StockValue last quarterShares sold
XOM
Exxon Mobil Corp
$23.3M171K
CSX
Csx Corp
$226K4,755
NDSN
Nordson Corp
$211K700

Reported value

last 8 quarters
$912MQ4 '24
$884MQ1 '25
$928MQ2 '25
$984MQ3 '25
$986MQ4 '25
$929MQ1 '26
$981MQ2 '26
$1BQ3 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q3 2026

straight from the SEC
FiledFormQuarter
Oct 20, 202613F-HRQ3 2026SEC filing ↗

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Van Cleef Asset Management,Inc 13F FAQ

What does Van Cleef Asset Management,Inc own?

Van Cleef Asset Management,Inc reported 120 stocks worth $1B in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are PGR (15.4%), AAPL (13.0%) and VXF (7.7%). The table above lists every position in the filing (the top 10 without an account).

What did Van Cleef Asset Management,Inc buy and sell in Q3 2026?

Compared with Q2 2026: 4 new positions, 11 added to, 51 trimmed and 3 sold out. New positions include XOM. It sold all of XOM, CSX and NDSN.

When will Van Cleef Asset Management,Inc file its next 13F?

Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.

How much is Van Cleef Asset Management,Inc's portfolio worth?

The Q3 2026 filing reports $1B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.