☆Van Cleef Asset Management,Inc
Quality Q
0.810
AUM ($M)
981
Positions
119
Turnover
0.05
Top-10 wt
66%
Herfindahl
0.067
History (qtrs)
6
Excess Return
—
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Holdings · 119 positions · portfolio value $981M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆PGR funds › | PROGRESSIVE CORP | TRIM | — | 16.8% | +0.5% | 165.1 | 755,885 | -9,953 | 5 | — |
| ☆AAPL funds › | APPLE INC | TRIM | — | 12.0% | +0.6% | 117.8 | 407,200 | -11,667 | 5 | — |
| ☆VXF funds › | VANGUARD INDEX FDS | TRIM | — | 8.6% | +0.8% | 83.9 | 340,880 | -7,777 | 5 | — |
| ☆GOOGL funds › | ALPHABET INC | TRIM | — | 6.8% | +1.0% | 66.8 | 186,803 | -1,002 | 5 | — |
| ☆PLTR funds › | PALANTIR TECHNOLOGIES INC | TRIM | — | 4.9% | -1.7% | 47.7 | 408,853 | -10,293 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | TRIM | — | 4.6% | -0.3% | 45.3 | 121,368 | -2,627 | 5 | — |
| ☆LAMR funds › | LAMAR ADVERTISING CO | TRIM | — | 3.3% | +0.4% | 32.4 | 207,733 | -3,715 | 5 | — |
| ☆VEU funds › | VANGUARD INTL EQUITY INDEX F | ADD | — | 3.1% | +0.2% | 30.5 | 363,890 | +740 | 5 | — |
| ☆GOOG funds › | ALPHABET INC | TRIM | — | 2.8% | +0.2% | 27.3 | 77,299 | -5,769 | 5 | — |
| ☆VWO funds › | VANGUARD INTL EQUITY INDEX F | TRIM | — | 2.6% | +0.1% | 25.8 | 431,534 | -7,010 | 5 | — |
| ☆LIN funds › | LINDE PLC | TRIM | — | 2.5% | -0.1% | 24.4 | 47,085 | -1,117 | 5 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | TRIM | — | 2.4% | -0.7% | 23.3 | 170,502 | -331 | 5 | — |
| ☆PAYX funds › | PAYCHEX INC | TRIM | — | 2.2% | -0.0% | 22.0 | 223,427 | -4,544 | 5 | — |
| ☆MKC funds › | MCCORMICK & CO INC | ADD | — | 1.6% | -0.1% | 15.2 | 302,441 | +1,601 | 5 | — |
| ☆SYK funds › | STRYKER CORPORATION | TRIM | — | 1.5% | -0.2% | 14.7 | 46,743 | -104 | 5 | — |
| ☆AXP funds › | AMERICAN EXPRESS CO | TRIM | — | 1.4% | +0.1% | 13.7 | 40,403 | -569 | 5 | — |
| ☆IXC funds › | ISHARES TR | TRIM | — | 1.4% | -0.4% | 13.3 | 269,735 | -12,970 | 5 | — |
| ☆SCHW funds › | SCHWAB CHARLES CORP | TRIM | — | 1.3% | -0.1% | 13.1 | 141,930 | -2,904 | 5 | — |
| ☆VTI funds › | VANGUARD INDEX FDS | HOLD | — | 1.2% | +0.1% | 11.7 | 31,676 | +0 | 5 | — |
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | TRIM | — | 1.1% | +0.1% | 10.6 | 14,216 | -30 | 5 | — |
| ☆PEP funds › | PEPSICO INC | TRIM | — | 1.1% | -0.3% | 10.6 | 78,221 | -1,609 | 5 | — |
| ☆CMCSA funds › | COMCAST CORP NEW | TRIM | — | 1.0% | -0.3% | 9.9 | 403,875 | -17,407 | 5 | — |
| ☆CB funds › | CHUBB LIMITED | TRIM | — | 0.9% | -0.0% | 8.7 | 25,549 | -383 | 5 | — |
| ☆VBR funds › | VANGUARD INDEX FDS | ADD | — | 0.8% | +0.0% | 8.2 | 33,658 | +70 | 5 | — |
| ☆SCHX funds › | SCHWAB STRATEGIC TR | ADD | — | 0.8% | +0.1% | 7.8 | 264,613 | +3,894 | 5 | — |
| ☆DIS funds › | DISNEY WALT CO | TRIM | — | 0.7% | -0.1% | 7.2 | 74,529 | -959 | 5 | — |
| ☆HD funds › | HOME DEPOT INC | HOLD | — | 0.5% | +0.0% | 5.3 | 15,002 | +0 | 5 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | ADD | — | 0.5% | -0.0% | 5.1 | 10,231 | +89 | 5 | — |
| ☆VT funds › | VANGUARD INTL EQUITY INDEX F | HOLD | — | 0.5% | +0.0% | 4.9 | 31,472 | +0 | 5 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | TRIM | — | 0.5% | +0.0% | 4.9 | 14,821 | -4 | 5 | — |
| ☆IEZ funds › | ISHARES TR | TRIM | — | 0.5% | -0.1% | 4.6 | 171,126 | -2,595 | 5 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | ADD | — | 0.4% | -0.0% | 4.3 | 16,838 | +45 | 5 | — |
| ☆VEA funds › | VANGUARD TAX-MANAGED FDS | TRIM | — | 0.4% | -0.0% | 4.2 | 58,615 | -7,745 | 5 | — |
| ☆SLB funds › | SLB LIMITED | TRIM | — | 0.4% | -0.1% | 4.2 | 89,476 | -309 | 5 | — |
| ☆XLK funds › | SELECT SECTOR SPDR TR | TRIM | — | 0.4% | +0.1% | 4.0 | 20,810 | -3,575 | 5 | — |
| ☆LLY funds › | ELI LILLY & CO | TRIM | — | 0.3% | +0.1% | 3.3 | 2,762 | -24 | 5 | — |
| ☆BLK funds › | BLACKROCK INC | ADD | — | 0.3% | -0.0% | 3.2 | 3,336 | +19 | 5 | — |
| ☆CSCO funds › | CISCO SYS INC | TRIM | — | 0.3% | +0.1% | 3.0 | 25,869 | -9 | 5 | — |
| ☆CL funds › | COLGATE PALMOLIVE CO | HOLD | — | 0.3% | +0.0% | 3.0 | 32,750 | +0 | 5 | — |
| ☆ADP funds › | AUTOMATIC DATA PROCESSING IN | HOLD | — | 0.3% | +0.0% | 2.8 | 12,701 | +0 | 5 | — |
| ☆CEG funds › | CONSTELLATION ENERGY CORP | ADD | — | 0.3% | -0.1% | 2.7 | 10,941 | +14 | 5 | — |
| ☆CVX funds › | CHEVRON CORPORATION | HOLD | — | 0.3% | -0.1% | 2.6 | 15,798 | +0 | 5 | — |
| ☆IEMG funds › | ISHARES INC | TRIM | — | 0.3% | +0.0% | 2.6 | 30,865 | -1,797 | 5 | — |
| ☆MRK funds › | MERCK & CO INC | TRIM | — | 0.2% | +0.0% | 2.4 | 18,933 | -75 | 5 | — |
| ☆IXUS funds › | ISHARES TR | TRIM | — | 0.2% | +0.0% | 2.4 | 25,119 | -522 | 5 | — |
| ☆SCHB funds › | SCHWAB STRATEGIC TR | HOLD | — | 0.2% | +0.0% | 2.3 | 79,668 | +0 | 5 | — |
| ☆QQQ funds › | INVESCO QQQ TR | ADD | — | 0.2% | +0.0% | 2.0 | 2,719 | +75 | 5 | — |
| ☆PG funds › | PROCTER & GAMBLE CO | TRIM | — | 0.2% | -0.0% | 2.0 | 13,578 | -10 | 5 | — |
| ☆ABBV funds › | ABBVIE INC | ADD | — | 0.2% | +0.0% | 1.9 | 7,570 | +116 | 5 | — |
| ☆VOO funds › | VANGUARD INDEX FDS | ADD | — | 0.2% | +0.0% | 1.8 | 2,602 | +4 | 5 | — |
| ☆UNH funds › | UNITEDHEALTH GROUP INC | TRIM | — | 0.2% | +0.1% | 1.7 | 4,049 | -5 | 5 | — |
| ☆AMZN funds › | AMAZON COM INC | TRIM | — | 0.2% | +0.0% | 1.6 | 6,606 | -50 | 5 | — |
| ☆SBUX funds › | STARBUCKS CORP | ADD | — | 0.1% | +0.0% | 1.4 | 14,046 | +31 | 5 | — |
| ☆GE funds › | GE AEROSPACE | TRIM | — | 0.1% | +0.0% | 1.3 | 3,507 | -6 | 5 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | TRIM | — | 0.1% | +0.0% | 1.2 | 6,040 | -250 | 5 | — |
| ☆TSLA funds › | TESLA INC | TRIM | — | 0.1% | +0.0% | 1.2 | 2,760 | -76 | 3 | — |
| ☆ADM funds › | ARCHER DANIELS MIDLAND CO | ADD | — | 0.1% | -0.0% | 1.2 | 15,174 | +35 | 5 | — |
| ☆XLI funds › | SELECT SECTOR SPDR TR | HOLD | — | 0.1% | +0.0% | 1.1 | 5,975 | +0 | 5 | — |
| ☆CAT funds › | CATERPILLAR INC | TRIM | — | 0.1% | +0.0% | 1.1 | 1,033 | -30 | 5 | — |
| ☆COST funds › | COSTCO WHOLESALE CORPORATION | HOLD | — | 0.1% | -0.0% | 1.1 | 1,171 | +0 | 5 | — |
| ☆GEV funds › | GE VERNOVA INC | HOLD | — | 0.1% | +0.0% | 1.1 | 919 | +0 | 5 | — |
| ☆PFE funds › | PFIZER INC | HOLD | — | 0.1% | -0.0% | 1.1 | 44,347 | +0 | 5 | — |
| ☆IWM funds › | ISHARES TR | TRIM | — | 0.1% | +0.0% | 1.0 | 3,332 | -172 | 5 | — |
| ☆SCHD funds › | SCHWAB STRATEGIC TR | ADD | — | 0.1% | +0.0% | 1.0 | 31,482 | +1,277 | 5 | — |
| ☆BAC funds › | BANK OF AMER CORP | ADD | — | 0.1% | +0.0% | 1.0 | 17,290 | +430 | 5 | — |
| ☆DE funds › | DEERE & CO | HOLD | — | 0.1% | +0.0% | 1.0 | 1,500 | +0 | 5 | — |
| ☆WY funds › | WEYERHAEUSER CO | ADD | — | 0.1% | -0.0% | 0.9 | 37,662 | +181 | 5 | — |
| ☆WMT funds › | WALMART INC | HOLD | — | 0.1% | -0.0% | 0.9 | 7,922 | +0 | 5 | — |
| ☆HSY funds › | HERSHEY CO | ADD | — | 0.1% | -0.0% | 0.9 | 4,965 | +22 | 5 | — |
| ☆IVV funds › | ISHARES TR | TRIM | — | 0.1% | +0.0% | 0.8 | 1,127 | -75 | 5 | — |
| ☆XLC funds › | SELECT SECTOR SPDR TR | TRIM | — | 0.1% | -0.0% | 0.8 | 7,749 | -250 | 5 | — |
| ☆INTC funds › | INTEL CORP | HOLD | — | 0.1% | +0.1% | 0.8 | 5,600 | +0 | 3 | — |
| ☆GLD funds › | SPDR GOLD TR | HOLD | — | 0.1% | -0.0% | 0.7 | 1,993 | +0 | 5 | — |
| ☆PH funds › | PARKER-HANNIFIN CORP | HOLD | — | 0.1% | +0.0% | 0.7 | 749 | +0 | 5 | — |
| ☆META funds › | META PLATFORMS INC | TRIM | — | 0.1% | -0.0% | 0.7 | 1,290 | -8 | 5 | — |
| ☆BSV funds › | VANGUARD BD INDEX FDS | TRIM | — | 0.1% | -0.0% | 0.7 | 8,848 | -400 | 5 | — |
| ☆VGT funds › | VANGUARD WORLD FD | ADD | — | 0.1% | +0.0% | 0.7 | 5,600 | +4,900 | 5 | — |
| ☆EPD funds › | ENTERPRISE PRODS PARTNERS L | HOLD | — | 0.1% | -0.0% | 0.7 | 17,750 | +0 | 5 | — |
| ☆VTV funds › | VANGUARD INDEX FDS | HOLD | — | 0.1% | +0.0% | 0.6 | 2,944 | +0 | 5 | — |
| ☆GILD funds › | GILEAD SCIENCES INC | ADD | — | 0.1% | -0.0% | 0.6 | 4,952 | +2 | 5 | — |
| ☆MCD funds › | MCDONALDS CORP | ADD | — | 0.1% | -0.0% | 0.6 | 2,303 | +105 | 5 | — |
| ☆ETN funds › | EATON CORP PLC | HOLD | — | 0.1% | +0.0% | 0.6 | 1,350 | +0 | 5 | — |
| ☆VLO funds › | VALERO ENERGY CORP | HOLD | — | 0.1% | -0.0% | 0.6 | 2,200 | +0 | 5 | — |
| ☆BX funds › | BLACKSTONE INC | HOLD | — | 0.1% | -0.0% | 0.6 | 4,850 | +0 | 5 | — |
| ☆AMGN funds › | AMGEN INC | HOLD | — | 0.1% | -0.0% | 0.6 | 1,572 | +0 | 5 | — |
| ☆LMT funds › | LOCKHEED MARTIN CORP | ADD | — | 0.1% | -0.0% | 0.6 | 1,093 | +75 | 5 | — |
| ☆WFC funds › | WELLS FARGO & CO | ADD | — | 0.1% | -0.0% | 0.6 | 6,695 | +1 | 5 | — |
| ☆EXC funds › | EXELON CORP | ADD | — | 0.1% | -0.0% | 0.5 | 11,764 | +31 | 5 | — |
| ☆IBM funds › | INTERNATIONAL BUSINESS MACHS | HOLD | — | 0.1% | +0.0% | 0.5 | 1,792 | +0 | 5 | — |
| ☆VHT funds › | VANGUARD WORLD FD | HOLD | — | 0.1% | +0.0% | 0.5 | 1,663 | +0 | 5 | — |
| ☆KO funds › | COCA COLA CO | HOLD | — | 0.1% | +0.0% | 0.5 | 6,118 | +0 | 5 | — |
| ☆WM funds › | WASTE MGMT INC DEL | HOLD | — | 0.1% | -0.0% | 0.5 | 2,220 | +0 | 5 | — |
| ☆BMY funds › | BRISTOL-MYERS SQUIBB CO | TRIM | — | 0.0% | -0.0% | 0.5 | 8,494 | -443 | 5 | — |
| ☆ABT funds › | ABBOTT LABORATORIES | HOLD | — | 0.0% | -0.0% | 0.5 | 5,090 | +0 | 5 | — |
| ☆CRWD funds › | CROWDSTRIKE HLDGS INC | TRIM | — | 0.0% | +0.0% | 0.5 | 601 | -1 | 5 | — |
| ☆IJH funds › | ISHARES TR | HOLD | — | 0.0% | +0.0% | 0.4 | 5,528 | +0 | 5 | — |
| ☆STT funds › | STATE STR CORP | HOLD | — | 0.0% | +0.0% | 0.4 | 2,300 | +0 | 5 | — |
| ☆NFLX funds › | NETFLIX INC. | TRIM | — | 0.0% | -0.0% | 0.4 | 5,200 | -12 | 5 | — |
| ☆MPLX funds › | MPLX LP | HOLD | — | 0.0% | -0.0% | 0.3 | 5,808 | +0 | 5 | — |
| ☆DUK funds › | DUKE ENERGY CORP NEW | ADD | — | 0.0% | +0.0% | 0.3 | 2,549 | +300 | 5 | — |
| ☆SCHK funds › | SCHWAB STRATEGIC TR | TRIM | — | 0.0% | +0.0% | 0.3 | 8,900 | -146 | 2 | — |
| ☆MCHP funds › | MICROCHIP TECHNOLOGY INC. | HOLD | — | 0.0% | +0.0% | 0.3 | 3,500 | +0 | 5 | — |
| ☆SMMD funds › | ISHARES TR | TRIM | — | 0.0% | -0.0% | 0.3 | 3,401 | -484 | 5 | — |
| ☆EEM funds › | ISHARES TR | TRIM | — | 0.0% | +0.0% | 0.3 | 4,552 | -315 | 3 | — |
| ☆VUG funds › | VANGUARD INDEX FDS | ADD | — | 0.0% | +0.0% | 0.3 | 3,492 | +2,910 | 5 | — |
| ☆ITW funds › | ILLINOIS TOOL WKS INC | HOLD | — | 0.0% | -0.0% | 0.3 | 1,100 | +0 | 5 | — |
| ☆VSNT funds › | VERSANT MEDIA GROUP INC | TRIM | — | 0.0% | -0.0% | 0.3 | 7,838 | -986 | 2 | — |
| ☆NOC funds › | NORTHROP GRUMMAN CORP | HOLD | — | 0.0% | -0.0% | 0.3 | 545 | +0 | 5 | — |
| ☆IWF funds › | ISHARES TR | ADD | — | 0.0% | -0.0% | 0.3 | 2,220 | +1,354 | 2 | — |
| ☆AMP funds › | AMERIPRISE FINL INC | HOLD | — | 0.0% | -0.0% | 0.3 | 600 | +0 | 5 | — |
| ☆TT funds › | TRANE TECHNOLOGIES PLC | HOLD | — | 0.0% | +0.0% | 0.3 | 545 | +0 | 5 | — |
| ☆WELL funds › | WELLTOWER INC | HOLD | — | 0.0% | +0.0% | 0.3 | 1,172 | +0 | 4 | — |
| ☆AB funds › | ALLIANCEBERNSTEIN HLDG L P | ADD | — | 0.0% | +0.0% | 0.3 | 7,525 | +1,000 | 5 | — |
| ☆VYM funds › | VANGUARD WHITEHALL FDS | HOLD | — | 0.0% | +0.0% | 0.3 | 1,663 | +0 | 5 | — |
| ☆GD funds › | GENERAL DYNAMICS CORP | HOLD | — | 0.0% | -0.0% | 0.3 | 729 | +0 | 5 | — |
| ☆SHW funds › | SHERWIN WILLIAMS CO | HOLD | — | 0.0% | +0.0% | 0.2 | 700 | +0 | 5 | — |
| ☆V funds › | VISA INC | TRIM | — | 0.0% | +0.0% | 0.2 | 695 | -35 | 5 | — |
| ☆CSX funds › | CSX CORP | NEW | — | 0.0% | +0.0% | 0.2 | 4,755 | +4,755 | 1 | — |
| ☆NDSN funds › | NORDSON CORP | TRIM | — | 0.0% | -0.0% | 0.2 | 700 | -75 | 2 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 981 | 119 | 0.05 | 66% | 0.067 | 0.808 | — | in |
| 2026Q1 | 929 | 118 | 0.05 | 64% | 0.064 | 0.798 | — | in |
| 2025Q4 | 986 | 117 | 0.04 | 67% | 0.070 | 0.802 | — | in |
| 2025Q3 | 984 | 117 | 0.05 | 67% | 0.073 | 0.791 | — | in |
| 2025Q2 | 928 | 117 | 0.06 | 66% | 0.078 | 0.799 | — | entered |
| 2025Q1 | 884 | 116 | 0.00 | 65% | 0.086 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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