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Van Cleef Asset Management,inc

CIK:0001482935
Investment Adviser
$0 AUM
117 holdings
Beachwood, OH, United States
Founded:2010
Latest filing:Jun 30, 2025

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 Buys
P
PLTRPALANTIR TECHNOLOGIES INC
+$22.5M
M
MSFTMICROSOFT CORP
+$15.2M
V
VXFVANGUARD INDEX FDS
+$7.1M
G
GOOGLALPHABET INC
+$3.8M
M
MKCMCCORMICK & CO INC
+$2.5M
Top Sells
P
PGRPROGRESSIVE CORP
-$8.6M
A
AAPLAPPLE INC
-$8.4M
P
PEPPEPSICO INC
-$1.8M
X
XOMEXXON MOBIL CORP
-$1.7M
P
PAYXPAYCHEX INC
-$1.4M

Top Holdings

P
PGRPROGRESSIVE CORP
+21.7%$201.0M
A
AAPLAPPLE INC
+9.6%$88.8M
V
VXFVANGUARD INDEX FDS
+7.3%$67.8M
M
MSFTMICROSOFT CORP
+6.7%$62.7M
P
PLTRPALANTIR TECHNOLOGIES INC
+6.5%$60.3M

Equity Positions (117)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
PROGRESSIVE CORP21.65%$201.0M753,288$83.41$266.86-$8.6M
APPLE INC9.56%$88.8M432,733$27.84$205.17-$8.4M
VANGUARD INDEX FDS7.30%$67.8M351,702$84.33$192.71+$7.1M
MICROSOFT CORP6.75%$62.7M125,977$54.18$497.41+$15.2M
PALANTIR TECHNOLOGIES INC6.50%$60.3M442,598$18.79$136.32+$22.5M

Industry Allocation

FIRE, MARINE & CASUALTY INSURANCE
+20.1%
SERVICES-PREPACKAGED SOFTWARE
+14.6%
ELECTRONIC COMPUTERS
+11.2%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+9.0%
REAL ESTATE INVESTMENT TRUSTS
+2.8%