Van Cleef Asset Management,Inc
•CIK: 1482935•Filing: Q4 2025
**Van Cleef Asset Management,Inc** manages $986M across a diversified portfolio of 117 positions. The fund exhibits significant concentration in technology and growth names, notably holding PGR at $173.4M and AAPL at $115.7M. Further substantial allocations include PLTR ($75.2M), VXF ($73.0M), and MSFT ($60.0M). This structure suggests a conviction-driven approach targeting large-cap technology leaders and thematic growth sectors.
Total AUM
$986.2M
QoQ Performance
+0.2%
Positions
97
Top 10 Concentration
66.9%
Latest Filing
Q4 2025
Top Holdings Allocation
PGR
AAPL
PLTR
VXF
MSFT
GOOGL
PGR17.6%
AAPL11.7%
PLTR7.6%
VXF7.4%
MSFT6.1%
GOOGL6.0%
VEU2.7%
LAMR2.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other55.9%
Technology26.9%
Financial5.4%
Energy2.5%
Materials2.1%
Communication1.7%
Healthcare1.5%
ETF1.3%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW3 new positions
↑26 increased
↓49 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023