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Portfolio (Quarterly) Guide ↗

Van Cleef Asset Management,Inc

· CIK 0001482935
13F Portfolio $981M AUM 119 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 119 New
Page 5 of 6  ·  119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MCD MCDONALDS CORP Consumer Cyclical 2,303.0 $623K 0.06% NEW $270.36 -0.8%
82 ETN EATON CORP PLC Industrials 1,350.0 $575K 0.06% NEW $426.12 +1.8%
83 VLO VALERO ENERGY CORP Energy 2,200.0 $573K 0.06% NEW $260.44 +33.5%
84 BX BLACKSTONE INC Financial Services 4,850.0 $571K 0.06% NEW $117.67 +19.6%
85 AMGN AMGEN INC Healthcare 1,572.0 $569K 0.06% NEW $362.12 +17.3%
86 LMT LOCKHEED MARTIN CORP Industrials 1,093.0 $557K 0.06% NEW $509.46 +18.6%
87 WFC WELLS FARGO & CO Financial Services 6,695.0 $553K 0.06% NEW $82.64 +5.7%
88 EXC EXELON CORP Utilities 11,764.0 $548K 0.06% NEW $46.62 -1.3%
89 IBM INTERNATIONAL BUSINESS MACHS Technology 1,792.0 $504K 0.05% NEW $281.21 -17.9%
90 VHT VANGUARD WORLD FD 1,663.0 $497K 0.05% NEW $299.01 +6.7%
91 KO COCA COLA CO Consumer Defensive 6,118.0 $497K 0.05% NEW $81.27 +9.0%
92 WM WASTE MGMT INC DEL Industrials 2,220.0 $495K 0.05% NEW $222.88 +1.9%
93 BMY BRISTOL-MYERS SQUIBB CO Healthcare 8,494.0 $489K 0.05% NEW $57.62 +14.9%
94 ABT ABBOTT LABORATORIES Healthcare 5,090.0 $462K 0.05% NEW $90.74 +23.9%
95 CRWD CROWDSTRIKE HLDGS INC Technology 601.0 $459K 0.05% NEW $190.93 +10.1%
96 IJH ISHARES TR 5,528.0 $426K 0.04% NEW $77.11 +0.8%
97 STT STATE STR CORP Financial Services 2,300.0 $390K 0.04% NEW $169.60 +13.2%
98 NFLX NETFLIX INC. Communication Services 5,200.0 $371K 0.04% NEW $71.40 +10.1%
99 MPLX MPLX LP Energy 5,808.0 $327K 0.03% NEW $56.33 +6.2%
100 DUK DUKE ENERGY CORP NEW Utilities 2,549.0 $323K 0.03% NEW $126.58 -1.3%
Page 5 of 6  ·  119 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 29.7%
Technology 28.6%
Communication Services 14.8%
Consumer Defensive 4.7%
Real Estate 4.4%
Industrials 4.3%
Healthcare 4.2%
Energy 4.2%
Basic Materials 3.3%
Consumer Cyclical 1.3%