StockDriftsStockDriftsTop 50 Van Cleef Asset Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PGR | PROGRESSIVE CORP | 15.38% | 747.5K | $155.0M | -1.11%(-8.41K) | $82.44(+168.50%) | 2026-09-30 | |
| AAPL | APPLE INC | 12.97% | 392.2K | $130.6M | -3.68%(-14.97K) | $36.72(+826.17%) | 2026-09-30 | |
| VXF | VANGUARD INDEX FDS | 7.74% | 336.6K | $78.0M | -1.27%(-4.33K) | $84.06(+173.93%) | 2026-09-30 | |
| PLTR | PALANTIR TECHNOLOGIES INC | 7.45% | 401.4K | $75.1M | -1.83%(-7.48K) | $16.92(+1053.82%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 6.29% | 184.1K | $63.3M | -1.47%(-2.75K) | $38.90(+775.00%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 6.04% | 118.7K | $60.9M | -2.23%(-2.71K) | $50.04(+964.08%) | 2026-09-30 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 2.98% | 361.7K | $30.0M | -0.60%(-2.17K) | $49.60(+65.15%) | 2026-09-30 | |
| LAMR | LAMAR ADVERTISING CO | 2.93% | 204.5K | $29.5M | -1.55%(-3.22K) | $94.23(+62.78%) | 2026-09-30 | |
| GOOG | ALPHABET INC | 2.58% | 76.2K | $26.0M | -1.46%(-1.13K) | $37.22(+803.97%) | 2026-09-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 2.54% | 430.5K | $25.5M | -0.23%(-987) | $47.70(+22.16%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.93% | +72.51% | +11.61% | +73.16% |
| Top 20 Holdings Unweighted | +17.98% | +64.20% | +9.02% | +53.97% |
Van Cleef Asset Management INC reports $1.01B in US-listed equity holdings across 120 positions in its most recent 13F filing. Its largest disclosed positions are PGR (15.4%), AAPL (13.0%) and VXF (7.7%). The top 20 holdings account for 81.22% of reported assets. Its disclosed equity book has returned +72.51% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Van Cleef Asset Management INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1482935). View Van Cleef Asset Management INC’s 13F filings on SEC