Van Cleef Asset Management,inc
Van Cleef Asset Management, Inc. is an independently owned investment adviser headquartered in Beachwood, Ohio. The firm provides investment advisory services to individuals, families, trust relationships, and charitable organizations. Van Cleef emphasizes a balanced, total-return philosophy and constructs portfolios primarily with publicly traded securities. Founded as an independent entity, the firm offers unbiased and insightful investment counsel with a focus on long-term relationships and building strong financial foundations for clients. The number of employees is not publicly disclosed.
Investment Strategy
Van Cleef Asset Management follows a balanced, total-return investment philosophy, emphasizing the use of publicly traded securities to construct client portfolios. The firm seeks to offer independent counsel, without affiliation to any financial institutions, focusing on long-term investment decisions and financial planning for individuals, families, trusts, and charitable organizations.
Top Holdings
Equity Positions (117)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
P PGR | PROGRESSIVE CORP | 21.65% | $201.0M | 753,288 | $83.41 | $266.86 | -$8.6M |
A AAPL | APPLE INC | 9.56% | $88.8M | 432,733 | $27.84 | $205.17 | -$8.4M |
V VXF | VANGUARD INDEX FDS | 7.30% | $67.8M | 351,702 | $84.33 | $192.71 | +$7.1M |
M MSFT | MICROSOFT CORP | 6.75% | $62.7M | 125,977 | $54.18 | $497.41 | +$15.2M |
P PLTR | PALANTIR TECHNOLOGIES INC | 6.50% | $60.3M | 442,598 | $18.79 | $136.32 | +$22.5M |