Van Cleef Asset Management,Inc Portfolio Holdings by Sector
Van Cleef Asset Management,Inc
- $856 Million
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Insurance—Property & Casualty | Financial Services
PGR CB 2 stocks |
$216,996
25.34% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
VXF VEU VWO IXC SPY VBR SCHX VT 32 stocks |
$164,973
19.26% of portfolio
|
5
|
20
|
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$97,163
11.34% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PLTR CRWD 3 stocks |
$85,635
10.0% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG META 3 stocks |
$43,936
5.13% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
PAYX ADP 2 stocks |
$26,119
3.05% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
LAMR WY 2 stocks |
$24,941
2.91% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$23,133
2.7% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
MKC 1 stocks |
$20,726
2.42% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
SYK ABT 2 stocks |
$18,208
2.13% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
CMCSA 1 stocks |
$17,057
1.99% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO 2 stocks |
$13,288
1.55% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ LLY MRK ABBV PFE BMY GILD AMGN 8 stocks |
$12,835
1.5% of portfolio
|
- |
6
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
AXP V 2 stocks |
$11,640
1.36% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
SCHW 1 stocks |
$11,388
1.33% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS NFLX 2 stocks |
$9,090
1.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$8,744
1.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$5,618
0.66% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
CL PG 2 stocks |
$5,524
0.64% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC WFC 3 stocks |
$5,474
0.64% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$5,417
0.63% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
SLB 1 stocks |
$4,011
0.47% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH CI 2 stocks |
$2,579
0.3% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG 1 stocks |
$2,347
0.27% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
SBUX MCD 2 stocks |
$2,287
0.27% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$1,960
0.23% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE PH ETN ITW 4 stocks |
$1,852
0.22% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$1,614
0.19% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BX AMP AB STT 4 stocks |
$1,566
0.18% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1,200
0.14% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
EPD ET MPLX 3 stocks |
$1,198
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
DE CAT 2 stocks |
$1,068
0.12% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
HSY 1 stocks |
$923
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
EXC DUK 2 stocks |
$898
0.1% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA QCOM 2 stocks |
$767
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
LMT NOC 2 stocks |
$725
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Farm Products | Consumer Defensive
ADM 1 stocks |
$679
0.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$604
0.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
PECO 1 stocks |
$572
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM 1 stocks |
$445
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
WDAY 1 stocks |
$280
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON 1 stocks |
$279
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
VLO 1 stocks |
$264
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
MAS 1 stocks |
$218
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
SHW 1 stocks |
$209
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|