Van Cleef Asset Management,Inc Portfolio Holdings by Sector
Van Cleef Asset Management,Inc
- $900 Million
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Insurance—Property & Casualty | Financial Services
PGR CB 2 stocks |
$207,983
23.11% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
VXF VEU VWO IXC SPY VBR SCHX VT 31 stocks |
$177,377
19.71% of portfolio
|
2
|
18
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PLTR CRWD 3 stocks |
$123,328
13.7% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$88,783
9.86% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG META 3 stocks |
$49,393
5.49% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
LAMR WY 2 stocks |
$26,785
2.98% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
PAYX ADP 2 stocks |
$24,756
2.75% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
MKC 1 stocks |
$23,193
2.58% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$21,019
2.34% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
SYK ABT 2 stocks |
$19,249
2.14% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
CMCSA 1 stocks |
$16,436
1.83% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
AXP V 2 stocks |
$13,593
1.51% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
SCHW 1 stocks |
$13,268
1.47% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO 2 stocks |
$11,513
1.28% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS NFLX 2 stocks |
$11,334
1.26% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ LLY MRK ABBV PFE GILD BMY AMGN 8 stocks |
$10,946
1.22% of portfolio
|
- |
6
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$9,648
1.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC WFC 3 stocks |
$6,260
0.7% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$5,587
0.62% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
CL PG 2 stocks |
$5,272
0.59% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$4,943
0.55% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG 1 stocks |
$3,723
0.41% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
SLB 1 stocks |
$3,338
0.37% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE PH ETN ITW 4 stocks |
$2,177
0.24% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
SBUX MCD 2 stocks |
$2,129
0.24% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$2,000
0.22% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$1,807
0.2% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BX AMP AB STT 4 stocks |
$1,555
0.17% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH CI 2 stocks |
$1,521
0.17% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1,359
0.15% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA QCOM MCHP 3 stocks |
$1,195
0.13% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
DE CAT 2 stocks |
$1,186
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
EPD ET MPLX 3 stocks |
$1,166
0.13% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
LMT NOC GD 3 stocks |
$900
0.1% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
HSY 1 stocks |
$894
0.1% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Farm Products | Consumer Defensive
ADM 1 stocks |
$810
0.09% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
EXC DUK 2 stocks |
$797
0.09% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$598
0.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
PECO 1 stocks |
$549
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM 1 stocks |
$528
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
TT MAS 2 stocks |
$440
0.05% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
VLO 1 stocks |
$268
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON 1 stocks |
$256
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
SHW 1 stocks |
$206
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|