Van Cleef Asset Management,Inc Portfolio Holdings by Sector
Van Cleef Asset Management,Inc
- $955 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Insurance—Property & Casualty | Financial Services
PGR CB 2 stocks |
$192,639
20.17% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
VXF VEU VWO IXC SPY VBR SCHX VT 31 stocks |
$192,326
20.14% of portfolio
|
6
|
8
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
PLTR MSFT CRWD 3 stocks |
$143,744
15.05% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$109,896
11.51% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG META 3 stocks |
$67,621
7.08% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
LAMR WY 2 stocks |
$26,971
2.82% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$22,058
2.31% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
PAYX ADP 2 stocks |
$21,909
2.29% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
MKC 1 stocks |
$20,806
2.18% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
SYK ABT 2 stocks |
$18,032
1.89% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
AXP V 2 stocks |
$14,087
1.48% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
CMCSA 1 stocks |
$13,981
1.46% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
SCHW 1 stocks |
$13,888
1.45% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO 2 stocks |
$12,023
1.26% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ LLY ABBV MRK PFE GILD BMY AMGN 8 stocks |
$11,975
1.25% of portfolio
|
1
|
5
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS NFLX 2 stocks |
$10,450
1.09% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$10,418
1.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC WFC 3 stocks |
$6,287
0.66% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$6,164
0.65% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$5,106
0.53% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
CL PG 2 stocks |
$4,832
0.51% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG 1 stocks |
$3,770
0.39% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
SLB 1 stocks |
$3,169
0.33% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE PH ETN ITW 4 stocks |
$2,412
0.25% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
SBUX MCD 2 stocks |
$2,041
0.21% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$1,963
0.21% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$1,780
0.19% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BX AMP STT AB 4 stocks |
$1,637
0.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$1,400
0.15% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1,361
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA QCOM MCHP 3 stocks |
$1,310
0.14% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
DE CAT 2 stocks |
$1,184
0.12% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
EPD MPLX ET 3 stocks |
$1,102
0.12% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
LMT NOC GD 3 stocks |
$1,029
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
HSY 1 stocks |
$994
0.1% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Farm Products | Consumer Defensive
ADM 1 stocks |
$916
0.1% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
EXC DUK 2 stocks |
$829
0.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$577
0.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM 1 stocks |
$505
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
TT MAS 2 stocks |
$450
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
VLO 1 stocks |
$340
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
SHW 1 stocks |
$242
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON 1 stocks |
$231
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
SHOP 1 stocks |
$222
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
WELL 1 stocks |
$208
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|