Van Cleef Asset Management,Inc
CIK 1482935
13F filing for Q2 2026・No. 2,621
- Holdings
- US$980.98M
- Quarter change
- +US$52.32M
- Entries
- 119
- Net bought (estimate)
- −US$17.32M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 1
- Sold out 0
- Cut 53
- Added 24
- Corporate actions 0
- Unchanged 41
Largest holdings
119 stocks worth US$980.98M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| PGRPROGRESSIVE CORPCOM | Cut | 755,885 | US$165.12M | 16.83% |
| AAPLAppleCOM | Cut | 407,200 | US$117.83M | 12.01% |
| VANGUARD INDEX FDSEXTEND MKT ETF | Cut | 340,880 | US$83.93M | 8.56% |
| GOOGLAlphabetCAP STK CL A | Cut | 186,803 | US$66.76M | 6.81% |
| PLTRPALANTIR TECHNOLOGIES INCCL A | Cut | 408,853 | US$47.7M | 4.86% |
| MSFTMicrosoftCOM | Cut | 121,368 | US$45.27M | 4.62% |
| LAMRLAMAR ADVERTISING COCL A | Cut | 207,733 | US$32.4M | 3.30% |
| VANGUARD INTL EQUITY INDEX FALLWRLD EX US | Added | 363,890 | US$30.48M | 3.11% |
| GOOGALPHABET INCCAP STK CL C | Cut | 77,299 | US$27.31M | 2.78% |
| VWOVANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF | Cut | 431,534 | US$25.76M | 2.63% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 3, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.