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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.
Latest 13F Filing Activity
Van Cleef Asset Management,inc filed their most recent 13F report on Jun 30, 2025 disclosing 117 equity positions with a total 13F market value of $928M. The fund increased holdings in Palantir Technologies Inc., Microsoft Corp., Vanguard Index FDS among other positions. Van Cleef Asset Management,inc reduced exposure to Progressive Corp., Apple Inc., Pepsico Inc. among others.
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 |
Industry Allocation
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