StockDriftsStockDriftsTop 50 Van Cleef Asset Management,Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PGR | PROGRESSIVE CORP | 16.83% | 755.9K | $165.1M | -1.30%(-9.95K) | $82.44(+152.86%) | 2026-06-30 | |
| AAPL | APPLE INC | 12.01% | 407.2K | $117.8M | -2.79%(-11.67K) | $36.72(+731.59%) | 2026-06-30 | |
| VXF | VANGUARD INDEX FDS | 8.56% | 340.9K | $83.9M | -2.23%(-7.78K) | $84.06(+194.83%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 6.81% | 186.8K | $66.8M | -0.53%(-1.00K) | $38.90(+786.12%) | 2026-06-30 | |
| PLTR | PALANTIR TECHNOLOGIES INC | 4.86% | 408.9K | $47.7M | -2.46%(-10.29K) | $16.92(+927.74%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 4.62% | 121.4K | $45.3M | -2.12%(-2.63K) | $50.04(+871.30%) | 2026-06-30 | |
| LAMR | LAMAR ADVERTISING CO | 3.3% | 207.7K | $32.4M | -1.76%(-3.71K) | $94.23(+65.00%) | 2026-06-30 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 3.11% | 363.9K | $30.5M | +0.20%(+740) | $49.60(+73.68%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 2.78% | 77.3K | $27.3M | -6.94%(-5.77K) | $37.22(+820.64%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 2.63% | 431.5K | $25.8M | -1.60%(-7.01K) | $47.70(+26.59%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.35% | +65.77% | +9.94% | +60.63% |
| Top 20 Holdings Unweighted | +16.08% | +56.43% | +7.78% | +45.45% |
Van Cleef Asset Management,Inc reports $980.98M in US-listed equity holdings across 119 positions in its most recent 13F filing. Its largest disclosed positions are PGR (16.8%), AAPL (12.0%) and VXF (8.6%). The top 20 holdings account for 82.01% of reported assets. Its disclosed equity book has returned +65.77% on a three-year cumulative basis. Figures reflect the Q2 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