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Van Cleef Asset Management,Inc Historic Quarter Change: USA Stocks, Reduced

Van Cleef Asset Management,Inc historic quarter change: USA Stocks, Reduced

In share positions in stocks (listed in the US), over 23 quarters from 2013-06-30 to 2026-06-30, Van Cleef Asset Management,Inc opened 66 positions, added to 470, reduced 632 and sold out of 54.

  • Q2 2026: Stock PLTR; Country of operation United States; Class CL A; Shares before 419,146.
  • Q2 2026: Stock PGR; Country of operation United States; Class COM; Shares before 765,838.
  • Q2 2026: Stock GOOGL; Country of operation United States; Class CAP STK CL A; Shares before 187,805.
  • Q2 2026: Stock AAPL; Country of operation United States; Class COM; Shares before 418,867.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1482935), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-03); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-01); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-09); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-04); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-06); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-30); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-05); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-04); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-07); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-10); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-10-18); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-15); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-04-18); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-01-12); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-16); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-14); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-15); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-17); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-14); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-14); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-15); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-14); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2009-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026PLTR
PALANTIR TECHNOLOGIES INC
United StatesCL A419,146408,853-10,293$61,312,677$47,700,880-$13,611,7972026-08-03
Q2 2026PGR
PROGRESSIVE CORP
United StatesCOM765,838755,885-9,953$151,819,763$165,122,981+$13,303,2182026-08-03
Q2 2026GOOGL
ALPHABET INC
United StatesCAP STK CL A187,805186,803-1,002$54,005,135$66,757,777+$12,752,6422026-08-03
Q2 2026AAPL
APPLE INC
United StatesCOM418,867407,200-11,667$106,304,275$117,827,402+$11,523,1272026-08-03
Q2 2026XOMXXXX
EXXON MOBIL CORP
COM170,833170,502-331$28,983,497$23,311,068-$5,672,4292026-08-03
Q2 2026LAMR
LAMAR ADVERTISING CO
United StatesCL A211,448207,733-3,715$26,782,026$32,402,166+$5,620,1402026-08-03
Q2 2026GOOG
ALPHABET INC
United StatesCAP STK CL C83,06877,299-5,769$23,828,998$27,312,230+$3,483,2322026-08-03
Q2 2026CMCSA
COMCAST CORP NEW
United StatesCL A421,282403,875-17,407$12,095,007$9,915,129-$2,179,8782026-08-03
Q2 2026PEP
PEPSICO INC
United StatesCOM79,83078,221-1,609$12,396,784$10,591,190-$1,805,5942026-08-03
Q2 2026AXP
AMERICAN EXPRESS CO
United StatesCOM40,97240,403-569$12,393,290$13,666,230+$1,272,9402026-08-03
Q2 2026CSCO
CISCO SYS INC
United StatesCOM25,87825,869-9$2,007,910$3,038,540+$1,030,6302026-08-03
Q2 2026PAYX
PAYCHEX INC
United StatesCOM227,971223,427-4,544$21,000,669$21,969,559+$968,8902026-08-03
Q2 2026LLY
ELI LILLY & CO
United StatesCOM2,7862,762-24$2,562,099$3,312,404+$750,3052026-08-03
Q2 2026SYK
STRYKER CORPORATION
United StatesCOM46,84746,743-104$15,393,464$14,716,576-$676,8882026-08-03
Q2 2026MSFT
MICROSOFT CORP
United StatesCOM123,995121,368-2,627$45,899,237$45,272,878-$626,3592026-08-03
Q2 2026UNH
UNITEDHEALTH GROUP INC
United StatesCOM4,0544,049-5$1,096,972$1,682,886+$585,9142026-08-03
Q2 2026LIN
LINDE PLC
United KingdomSHS48,20247,085-1,117$23,896,714$24,434,057+$537,3432026-08-03
Q2 2026SCHW
SCHWAB CHARLES CORP
United StatesCOM144,834141,930-2,904$13,611,461$13,095,873-$515,5882026-08-03
Q2 2026JPM
JPMORGAN CHASE & CO
United StatesCOM14,82514,821-4$4,360,911$4,851,264+$490,3532026-08-03
Q2 2026SLB
SLB LIMITED
COM STK89,78589,476-309$4,614,041$4,159,745-$454,2962026-08-03
Q2 2026CAT
CATERPILLAR INC
United StatesCOM1,0631,033-30$753,093$1,100,042+$346,9492026-08-03
Q2 2026GE
GE AEROSPACE
United StatesCOM NEW3,5133,507-6$996,885$1,310,672+$313,7872026-08-03
Q2 2026CB
CHUBB LIMITED
COM25,93225,549-383$8,451,904$8,705,535+$253,6312026-08-03
Q2 2026CRWD
CROWDSTRIKE HLDGS INC
United StatesCL A602601-1$235,155$458,992+$223,8372026-08-03
Q2 2026AMZN
AMAZON COM INC
United StatesCOM6,6566,606-50$1,386,190$1,574,382+$188,1922026-08-03
Q2 2026MRK
MERCK & CO INC
United StatesCOM19,00818,933-75$2,286,473$2,432,891+$146,4182026-08-03
Q2 2026NFLX
NETFLIX INC.
United StatesCOM5,2125,200-12$501,134$371,280-$129,8542026-08-03
Q2 2026NVDA
NVIDIA CORPORATION
United StatesCOM6,2906,040-250$1,096,977$1,208,485+$111,5082026-08-03
Q2 2026TSLA
TESLA INC
United StatesCOM2,8362,760-76$1,054,283$1,160,856+$106,5732026-08-03
Q2 2026DIS
DISNEY WALT CO
United StatesCOM75,48874,529-959$7,275,534$7,173,417-$102,1172026-08-03
Q2 2026BMY
BRISTOL-MYERS SQUIBB CO
United StatesCOM8,9378,494-443$542,030$489,425-$52,6052026-08-03
Q2 2026VSNT
VERSANT MEDIA GROUP INC
United StatesCOM CL A8,8247,838-986$326,665$282,257-$44,4082026-08-03
Q2 2026PG
PROCTER & GAMBLE CO
United StatesCOM13,58813,578-10$1,962,684$1,991,112+$28,4282026-08-03
Q2 2026V
VISA INC
United StatesCOM CL A730695-35$220,636$238,448+$17,8122026-08-03
Q2 2026META
META PLATFORMS INC
United StatesCL A1,2981,290-8$742,625$726,645-$15,9802026-08-03
Q2 2026NDSN
NORDSON CORP
United StatesCOM775700-75$206,197$211,183+$4,9862026-08-03

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