Van Cleef Asset Management,Inc
Top Portfolio Positions
86 positions ·
$707,788,997 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| PGR |
Progressive Corp/Oh/
Financial Services
|
765,838 | $151,819,725 | 21.45% | |
| AAPL |
Apple Inc.
Technology
|
418,867 | $106,304,255 | 15.02% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
419,146 | $61,312,676 | 8.66% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
187,805 | $54,005,205 | 7.63% | |
| MSFT |
Microsoft Corp
Technology
|
123,995 | $45,899,229 | 6.48% | |
| XOM |
Exxon Mobil Corp
Energy
|
170,833 | $28,983,526 | 4.09% | |
| LAMR |
Lamar Advertising Co/New
Real Estate
|
211,448 | $26,782,003 | 3.78% | |
| LIN |
Linde PLC
Basic Materials
|
48,202 | $23,896,623 | 3.38% | |
| PAYX |
Paychex Inc
Technology
|
227,971 | $21,000,688 | 2.97% | |
| SYK |
Stryker Corp
Healthcare
|
46,847 | $15,393,455 | 2.17% |
Portfolio Trend
25 quarters · across all stocks
Holdings in LAMR
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $26,782,003 | 211,448 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $26,880,275 | 212,358 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $26,020,615 | 212,552 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $25,798,951 | 212,582 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $23,906,998 | 210,116 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $25,491,747 | 209,395 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $27,924,404 | 209,015 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $24,895,827 | 208,281 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $25,206,734 | 211,094 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $22,391,070 | 210,680 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $17,556,495 | 210,333 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $14,765,422 | 148,770 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $14,979,903 | 149,964 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $13,498,444 | 142,992 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $11,807,288 | 143,136 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $12,623,343 | 143,496 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $10,399,736 | 89,514 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $10,482,018 | 86,414 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $9,877,637 | 87,066 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $9,064,178 | 86,805 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $8,397,950 | 89,416 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $7,524,419 | 90,416 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $5,950,734 | 89,931 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $463,514 | 6,943 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $355,780 | 6,938 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||