Van Cleef Asset Management,Inc
Filing Date
Global Rank
#2,171
/ 8,586
▼ 66
Top Industry
Insurance - Property & Casualty
23.0%
3Y Alpha vs SPY
-4.1%
Period ended 3 months ago
Filed May 1, 2026 · 46d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+60.9%
SPY
+78.1%
Annualised alpha
-4.1%
Max drawdown
−14.7%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
86 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
21.4%
−1.1 pts
Top 5
59.2%
−3.7 pts
Top 10
75.6%
−1.7 pts
HHI
942
Diversified−76
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 34.1% | $241,344,938 |
| Financial Services | 28.5% | $201,622,604 |
| Communication Services | 10.6% | $74,946,165 |
| Energy | 5.4% | $38,412,881 |
| Consumer Defensive | 5.2% | $37,069,792 |
| Healthcare | 4.3% | $30,618,298 |
| Real Estate | 3.9% | $27,929,379 |
| Basic Materials | 3.4% | $24,121,008 |
| Unclassified | 1.6% | $11,648,373 |
| Consumer Cyclical | 1.3% | $9,313,254 |
| Industrials | 1.0% | $7,017,576 |
| Utilities | 0.6% | $3,920,999 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
11 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CMCSA | Comcast Corp | +184,963 | 421,282 | $12,095,006 | |
| PAYX | Paychex Inc | +21,330 | 227,971 | $21,000,688 | |
| MKC | Mccormick & Co Inc | +16,084 | 300,840 | $15,174,369 | |
| PGR | Progressive Corp/Oh/ | +4,251 | 765,838 | $151,819,725 | |
| NVDA | Nvidia Corp | +1,240 | 6,290 | $1,096,976 | |
| SLB | Slb Limited/Nv | +279 | 89,785 | $4,614,051 | |
| GOOGL | Alphabet Inc. | +245 | 187,805 | $54,005,205 | |
| LIN | Linde PLC | +196 | 48,202 | $23,896,623 | |
| BRK-B | Berkshire Hathaway Inc | +26 | 10,142 | $4,860,046 | |
| MCD | Mcdonalds Corp | +5 | 2,198 | $683,116 | |
| CVX | Chevron Corp | +1 | 15,798 | $3,268,606 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | −6,891 | 418,867 | $106,304,255 | |
| PLTR | Palantir Technologies Inc. | −3,912 | 419,146 | $61,312,676 | |
| ADP | Automatic Data Processing Inc | −3,065 | 12,701 | $2,580,589 | |
| XOM | Exxon Mobil Corp | −2,664 | 170,833 | $28,983,526 | |
| SBUX | Starbucks Corp | −1,425 | 14,015 | $1,255,603 | |
| PFE | Pfizer Inc | −1,200 | 44,347 | $1,245,263 | |
| WFC | Wells Fargo & Company/Mn | −1,124 | 6,694 | $532,909 | |
| DIS | Walt Disney Co | −1,035 | 75,488 | $7,275,533 | |
| LAMR | Lamar Advertising Co/New | −910 | 211,448 | $26,782,003 | |
| JNJ | Johnson & Johnson | −575 | 16,793 | $4,104,880 | |
| GILD | Gilead Sciences, Inc. | −540 | 4,950 | $689,881 | |
| NFLX | Netflix Inc | −500 | 5,212 | $501,133 | |
| EXC | Exelon Corp | −471 | 11,733 | $575,151 | |
| SPY | Spdr S&P 500 ETF Trust | −425 | 14,246 | $9,264,743 | |
| ADM | Archer-Daniels-Midland Co | −383 | 15,139 | $1,100,453 | |
| PG | PROCTER & GAMBLE Co | −275 | 13,588 | $1,962,650 | |
| PEP | Pepsico Inc | −269 | 79,830 | $12,396,800 | |
| EPD | Enterprise Products Partners L.P. | −250 | 17,750 | $671,660 | |
| AXP | American Express Co | −248 | 40,972 | $12,393,210 | |
| WY | Weyerhaeuser Co | −223 | 37,481 | $915,660 | |
| CEG | Constellation Energy Corp | −222 | 10,927 | $3,051,364 | |
| JPM | Jpmorgan Chase & Co | −219 | 14,825 | $4,360,922 | |
| SCHW | Schwab Charles Corp | −179 | 144,834 | $13,611,499 | |
| MSFT | Microsoft Corp | −137 | 123,995 | $45,899,229 | |
| CSCO | Cisco Systems, Inc. | −75 | 25,878 | $2,007,874 | |
| No positions match the current search. | |||||
9 positions ·
$37,069,792 total
· Consumer Defensive only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MKC |
Mccormick & Co Inc
Consumer Defensive
|
Added | 300,840 | $15,174,369 | 40.93% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 79,830 | $12,396,800 | 33.44% | |
| CL |
Colgate Palmolive Co
Consumer Defensive
|
Held | 32,750 | $2,791,282 | 7.53% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 13,588 | $1,962,650 | 5.29% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Held | 1,171 | $1,166,819 | 3.15% | |
| ADM |
Archer-Daniels-Midland Co
Consumer Defensive
|
Reduced | 15,139 | $1,100,453 | 2.97% | |
| HSY |
Hershey Co
Consumer Defensive
|
Reduced | 4,943 | $1,027,600 | 2.77% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Held | 7,922 | $984,546 | 2.66% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 6,118 | $465,273 | 1.26% |