13F HOLDINGS REPORT
Van Cleef Asset Management,Inc
Quarter ended Q2 2025 · Filed August 6, 2025 · Accession 0001482935-25-000004
Total Value
$928.4M
Positions
117
Other Managers
0
Confidential Omitted
No
Holdings (117)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PROGRESSIVE CORP | 743315103 | 753,288 | $201.0M | 21.65% |
| 2 | APPLE INC | AAPL | 432,733 | $88.8M | 9.56% |
| 3 | VANGUARD INDEX FDS | 922908652 | 351,702 | $67.8M | 7.30% |
| 4 | MICROSOFT CORP | MSFT | 125,977 | $62.7M | 6.75% |
| 5 | PALANTIR TECHNOLOGIES INC | PLTR | 442,598 | $60.3M | 6.50% |
| 6 | ALPHABET INC | GOOG | 188,494 | $33.2M | 3.58% |
| 7 | LAMAR ADVERTISING CO NEW | LAMR | 212,582 | $25.8M | 2.78% |
| 8 | VANGUARD INTL EQUITY INDEX F | 922042775 | 364,732 | $24.5M | 2.64% |
| 9 | LINDE PLC | LIN | 51,004 | $23.9M | 2.58% |
| 10 | MCCORMICK & CO INC | MKC-V | 305,906 | $23.2M | 2.50% |
| 11 | VANGUARD INTL EQUITY INDEX F | 922042858 | 437,463 | $21.6M | 2.33% |
| 12 | PAYCHEX INC | PAYX | 143,272 | $20.8M | 2.24% |
| 13 | EXXON MOBIL CORP | XOM | 173,546 | $18.7M | 2.02% |
| 14 | STRYKER CORPORATION | SYK | 46,907 | $18.6M | 2.00% |
| 15 | COMCAST CORP NEW | CCZ | 460,545 | $16.4M | 1.77% |
| 16 | ALPHABET INC | GOOG | 86,652 | $15.4M | 1.66% |
| 17 | AMERICAN EXPRESS CO | AXP | 41,774 | $13.3M | 1.44% |
| 18 | SCHWAB CHARLES CORP | SCHW-PJ | 145,425 | $13.3M | 1.43% |
| 19 | ISHARES TR | 464287341 | 288,461 | $11.3M | 1.22% |
| 20 | PEPSICO INC | PEP | 83,391 | $11.0M | 1.19% |
| 21 | DISNEY WALT CO | 254687106 | 84,658 | $10.5M | 1.13% |
| 22 | SPDR S&P 500 ETF TR | SPY | 16,051 | $9.9M | 1.07% |
| 23 | VANGUARD INDEX FDS | 922908769 | 31,746 | $9.6M | 1.04% |
| 24 | CHUBB LIMITED | CB | 24,030 | $7.0M | 0.75% |
| 25 | VANGUARD INDEX FDS | 922908611 | 32,075 | $6.3M | 0.67% |
| 26 | SCHWAB STRATEGIC TR | 808524201 | 230,710 | $5.6M | 0.61% |
| 27 | HOME DEPOT INC | HD | 15,239 | $5.6M | 0.60% |
| 28 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 10,176 | $4.9M | 0.53% |
| 29 | JPMORGAN CHASE & CO. | VYLD | 16,620 | $4.8M | 0.52% |
| 30 | VANGUARD INTL EQUITY INDEX F | 922042742 | 31,471 | $4.0M | 0.44% |
| 31 | AUTOMATIC DATA PROCESSING IN | ADP | 12,701 | $3.9M | 0.42% |
| 32 | VANGUARD TAX-MANAGED FDS | 921943858 | 66,519 | $3.8M | 0.41% |
| 33 | CONSTELLATION ENERGY CORP | CEG | 11,537 | $3.7M | 0.40% |
| 34 | BLACKROCK INC | BLK | 3,429 | $3.6M | 0.39% |
| 35 | SCHLUMBERGER LTD | SLB | 98,758 | $3.3M | 0.36% |
| 36 | SELECT SECTOR SPDR TR | 81369Y803 | 12,430 | $3.1M | 0.34% |
| 37 | JOHNSON & JOHNSON | JNJ | 20,601 | $3.1M | 0.34% |
| 38 | COLGATE PALMOLIVE CO | CL | 32,750 | $3.0M | 0.32% |
| 39 | ISHARES TR | 464288844 | 163,074 | $2.8M | 0.30% |
| 40 | CHEVRON CORP NEW | CVX | 16,145 | $2.3M | 0.25% |
| 41 | PROCTER AND GAMBLE CO | 742718109 | 14,413 | $2.3M | 0.25% |
| 42 | ELI LILLY & CO | LLY | 2,786 | $2.2M | 0.23% |
| 43 | ISHARES INC | 46434G103 | 34,492 | $2.1M | 0.22% |
| 44 | ISHARES TR | 46432F834 | 26,222 | $2.0M | 0.22% |
| 45 | SCHWAB STRATEGIC TR | 808524102 | 84,793 | $2.0M | 0.22% |
| 46 | CISCO SYS INC | CSCO | 26,055 | $1.8M | 0.19% |
| 47 | VANGUARD INDEX FDS | 922908363 | 2,913 | $1.7M | 0.18% |
| 48 | MERCK & CO INC | MRK | 19,358 | $1.5M | 0.17% |
| 49 | INVESCO QQQ TR | IVZ | 2,746 | $1.5M | 0.16% |
| 50 | STARBUCKS CORP | SBUX | 16,291 | $1.5M | 0.16% |
| 51 | ABBVIE INC | ABBV | 7,475 | $1.4M | 0.15% |
| 52 | AMAZON COM INC | AMZN | 6,199 | $1.4M | 0.15% |
| 53 | UNITEDHEALTH GROUP INC | UNH | 4,214 | $1.3M | 0.14% |
| 54 | COSTCO WHSL CORP NEW | 22160K105 | 1,239 | $1.2M | 0.13% |
| 55 | PFIZER INC | PFE | 45,655 | $1.1M | 0.12% |
| 56 | WEYERHAEUSER CO MTN BE | WY | 38,446 | $987,675 | 0.11% |
| 57 | ISHARES TR | 464287200 | 1,538 | $954,945 | 0.10% |
| 58 | GE AEROSPACE | 369604301 | 3,507 | $902,667 | 0.10% |
| 59 | HERSHEY CO | HSY | 5,388 | $894,184 | 0.10% |
| 60 | SELECT SECTOR SPDR TR | 81369Y704 | 5,975 | $881,432 | 0.09% |
| 61 | NETFLIX INC | NFLX | 625 | $836,957 | 0.09% |
| 62 | DEERE & CO | DE | 1,635 | $831,469 | 0.09% |
| 63 | BANK AMERICA CORP | 060505104 | 17,250 | $816,270 | 0.09% |
| 64 | ARCHER DANIELS MIDLAND CO | ADM | 15,363 | $810,851 | 0.09% |
| 65 | META PLATFORMS INC | META | 1,090 | $804,519 | 0.09% |
| 66 | WALMART INC | WMT | 7,922 | $774,614 | 0.08% |
| 67 | VANGUARD BD INDEX FDS | 921937827 | 9,780 | $769,686 | 0.08% |
| 68 | SCHWAB STRATEGIC TR | 808524797 | 28,430 | $753,395 | 0.08% |
| 69 | BLACKSTONE INC | BX | 4,850 | $725,463 | 0.08% |
| 70 | ISHARES TR | 464287655 | 3,332 | $719,013 | 0.08% |
| 71 | ABBOTT LABS | ABLZF | 5,090 | $692,291 | 0.07% |
| 72 | NVIDIA CORPORATION | NVDA | 4,352 | $687,573 | 0.07% |
| 73 | MCDONALDS CORP | MCD | 2,183 | $637,685 | 0.07% |
| 74 | WELLS FARGO CO NEW | 949746101 | 7,816 | $626,258 | 0.07% |
| 75 | GILEAD SCIENCES INC | GILD | 5,490 | $608,677 | 0.07% |
| 76 | SPDR GOLD TR | GLD | 1,993 | $607,527 | 0.07% |
| 77 | WASTE MGMT INC DEL | 94106L109 | 2,614 | $598,135 | 0.06% |
| 78 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 12,246 | $566,868 | 0.06% |
| 79 | ENTERPRISE PRODS PARTNERS L | 293792107 | 18,000 | $558,180 | 0.06% |
| 80 | PHILLIPS EDISON & CO INC | PECO | 15,700 | $549,971 | 0.06% |
| 81 | EXELON CORP | EXC | 12,265 | $532,564 | 0.06% |
| 82 | INTERNATIONAL BUSINESS MACHS | INTR | 1,792 | $528,246 | 0.06% |
| 83 | PARKER-HANNIFIN CORP | PH | 749 | $523,155 | 0.06% |
| 84 | COCA COLA CO | KO | 7,118 | $503,599 | 0.05% |
| 85 | GE VERNOVA INC | GEV | 919 | $486,289 | 0.05% |
| 86 | EATON CORP PLC | ETN | 1,350 | $481,937 | 0.05% |
| 87 | VANGUARD WORLD FD | 92204A702 | 700 | $464,296 | 0.05% |
| 88 | AMGEN INC | AMGN | 1,542 | $430,542 | 0.05% |
| 89 | LOCKHEED MARTIN CORP | LMT | 900 | $416,826 | 0.04% |
| 90 | VANGUARD WORLD FD | 92204A504 | 1,663 | $412,990 | 0.04% |
| 91 | ISHARES TR | 464287507 | 5,855 | $363,128 | 0.04% |
| 92 | CATERPILLAR INC | CAT | 915 | $355,213 | 0.04% |
| 93 | VANGUARD INDEX FDS | 922908744 | 1,900 | $335,806 | 0.04% |
| 94 | CROWDSTRIKE HLDGS INC | CRWD | 652 | $332,237 | 0.04% |
| 95 | AMERIPRISE FINL INC | 03076C106 | 600 | $320,238 | 0.03% |
| 96 | ENERGY TRANSFER L P | ET-PI | 17,090 | $309,842 | 0.03% |
| 97 | MPLX LP | MPLXP | 5,808 | $299,171 | 0.03% |
| 98 | SELECT SECTOR SPDR TR | 81369Y852 | 2,635 | $285,977 | 0.03% |
| 99 | NORTHROP GRUMMAN CORP | NOC | 545 | $272,490 | 0.03% |
| 100 | ILLINOIS TOOL WKS INC | 452308109 | 1,100 | $271,975 | 0.03% |
| 101 | VALERO ENERGY CORP | VLO | 2,000 | $268,840 | 0.03% |
| 102 | VISA INC | V | 755 | $268,063 | 0.03% |
| 103 | ALLIANCEBERNSTEIN HLDG L P | 01881G106 | 6,525 | $266,416 | 0.03% |
| 104 | DUKE ENERGY CORP NEW | DUKB | 2,249 | $265,382 | 0.03% |
| 105 | ISHARES TR | 46435G268 | 3,885 | $263,326 | 0.03% |
| 106 | QUALCOMM INC | QCOM | 1,650 | $262,779 | 0.03% |
| 107 | HONEYWELL INTL INC | 438516106 | 1,100 | $256,168 | 0.03% |
| 108 | VANGUARD INDEX FDS | 922908736 | 582 | $255,149 | 0.03% |
| 109 | MICROCHIP TECHNOLOGY INC. | MCHPP | 3,500 | $246,295 | 0.03% |
| 110 | STATE STR CORP | STT-PG | 2,300 | $244,582 | 0.03% |
| 111 | TRANE TECHNOLOGIES PLC | TT | 545 | $238,389 | 0.03% |
| 112 | VANGUARD WHITEHALL FDS | 921946406 | 1,663 | $221,695 | 0.02% |
| 113 | GENERAL DYNAMICS CORP | GD | 729 | $212,621 | 0.02% |
| 114 | ALPS ETF TR | 00162Q205 | 4,800 | $210,462 | 0.02% |
| 115 | THE CIGNA GROUP | 125523100 | 627 | $207,274 | 0.02% |
| 116 | SHERWIN WILLIAMS CO | SHW | 600 | $206,016 | 0.02% |
| 117 | MASCO CORP | MAS | 3,140 | $202,091 | 0.02% |