Van Cleef Asset Management,Inc
CIK 1482935 · SEC EDGAR पर देखें ↗
- पोर्टफोलियो मूल्य
- $981.0M
- पोजीशन
- 119
- तिथि अनुसार
- 30 जून 2026
13F मूल्य के अनुसार 9443 में से #2490 · शीर्ष 26.4%
पोर्टफोलियो मूल्य QoQ: +5.6% 13F नकद का खुलासा नहीं करता है
- शीर्ष 10 होल्डिंग्स का भार
- 65.50%
- शीर्ष 25 होल्डिंग्स का भार
- 86.62%
- 1% से ऊपर की स्थितियाँ
- 22
- स्थितियों की प्रभावी संख्या
- 15.0
केवल 13F लॉन्ग-इक्विटी होल्डिंग्स पर आधारित (नकद, बॉन्ड, शॉर्ट्स का खुलासा नहीं किया गया है)
टर्नओवर Q2 2026: 0.2% अनुमानित। खरीदें $1890234 · बेचें $18159601
औसत होल्डिंग: 7.0 तिमाहियां ट्रैक किया गया Q4 2024–Q2 2026 · 90.2% अभी भी रखा गया
- नई स्थितियाँ
- 1
- बढ़ाया
- 27
- घटा हुआ
- 52
- बंद
- 3
इस पृष्ठ पर
- क्षेत्रवार विवरण पोर्टफोलियो विभिन्न बाजार क्षेत्रों में कैसे विभाजित है।
- पोर्टफोलियो इस संस्था द्वारा रिपोर्ट की गई हर स्टॉक होल्डिंग, उसके नवीनतम 13F से।
- उच्च-विश्वास दांव जिन होल्डिंग्स में यह प्रबंधक सबसे अधिक केंद्रित है।
- सबसे बड़े नए दांव नवीनतम तिमाही में खोले गए बिल्कुल नए पद।
- शीर्ष चालें इस तिमाही में सबसे बड़ी स्थिति वृद्धि और कमी।
- बाहर निकली पोजीशन पिछले तिमाही में प्रबंधक द्वारा पूरी तरह से बेचे गए पद।
क्षेत्रवार विवरण
Technology
21.8%
Financials
18.4%
Communication Services
11.4%
Real Estate
3.4%
Industrials
3.4%
Energy
3.2%
Healthcare
3.2%
Financial Services
3.2%
Consumer Staples
2.9%
Materials
2.5%
Retail
0.9%
Consumer products
0.5%
Utilities
0.4%
Communications
0.3%
Consumer Discretionary
0.3%
अन्य/अनमैप्ड
24.1%
पूर्ण पोर्टफोलियो 119 पोजीशन
| प्रकार | लगातार | 8 तिमाही का रुझान | |||||
|---|---|---|---|---|---|---|---|
| PGR Progressive Corporation (The) Common Stock | $165122981 | 16.83% | 755885 | $13303218 | नीचे ×1 | ||
| AAPL Apple Inc. - Common Stock | $117827402 | 12.01% | 407200 | $11523127 | नीचे ×6 | ||
| VXF | $83928076 | 8.56% | 340880 | $12174442 | नीचे ×5 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $66757777 | 6.81% | 186803 | $12752642 | नीचे ×1 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $47700880 | 4.86% | 408853 | $-13611797 | नीचे ×6 | ||
| MSFT Microsoft Corporation - Common Stock | $45272878 | 4.62% | 121368 | $-626359 | नीचे ×6 | ||
| LAMR Lamar Advertising Company - Class A Common Stock | $32402166 | 3.30% | 207733 | $5620140 | नीचे ×4 | ||
| VEU | $30475777 | 3.11% | 363890 | $3203227 | ऊपर ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $27312230 | 2.78% | 77299 | $3483232 | नीचे ×6 | ||
| VWO | $25758289 | 2.63% | 431534 | $2055007 | नीचे ×3 | ||
| LIN Linde plc - Ordinary Shares | $24434057 | 2.49% | 47085 | $537343 | नीचे ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $23311068 | 2.38% | 170502 | $-5672429 | नीचे ×3 | ||
| PAYX Paychex, Inc. - Common Stock | $21969559 | 2.24% | 223427 | $968890 | नीचे ×1 | ||
| MKC McCormick & Company, Incorporated Common Stock | $15249087 | 1.55% | 302441 | $74707 | ऊपर ×2 | ||
| SYK Stryker Corporation Common Stock | $14716576 | 1.50% | 46743 | $-676888 | नीचे ×3 | ||
| AXP American Express Company Common Stock | $13666230 | 1.39% | 40403 | $1272940 | नीचे ×5 | ||
| IXC | $13252088 | 1.35% | 269735 | $-3034519 | नीचे ×6 | ||
| SCHW Charles Schwab Corporation (The) Common Stock | $13095873 | 1.33% | 141930 | $-515588 | नीचे ×3 | ||
| VTI | $11721388 | 1.19% | 31676 | $1559410 | |||
| SPY SPY | $10616083 | 1.08% | 14216 | $1351339 | नीचे ×3 | ||
| PEP PepsiCo, Inc. - Common Stock | $10591190 | 1.08% | 78221 | $-1805594 | नीचे ×6 | ||
| CMCSA Comcast Corporation - Class A Common Stock | $9915129 | 1.01% | 403875 | $-2179878 | नीचे ×1 | ||
| CB Chubb Limited Common Stock | $8705535 | 0.89% | 25549 | $253631 | नीचे ×2 | ||
| VBR | $8178626 | 0.83% | 33658 | $881732 | ऊपर ×2 | ||
| SCHX | $7787553 | 0.79% | 264613 | $1102729 | ऊपर ×3 | ||
| DIS Walt Disney Company (The) Common Stock | $7173417 | 0.73% | 74529 | $-102117 | नीचे ×3 | ||
| HD Home Depot, Inc. (The) Common Stock | $5290906 | 0.54% | 15002 | $356898 | |||
| BRKB | $5119491 | 0.52% | 10231 | $259444 | ऊपर ×2 | ||
| VT | $4939531 | 0.50% | 31472 | $586323 | |||
| JPM JP Morgan Chase & Co. Common Stock | $4851264 | 0.49% | 14821 | $490353 | नीचे ×6 | ||
| IEZ | $4603279 | 0.47% | 171126 | $-425939 | नीचे ×2 | ||
| JNJ Johnson & Johnson Common Stock | $4276358 | 0.44% | 16838 | $171548 | ऊपर ×1 | ||
| VEA | $4176319 | 0.43% | 58615 | $-76030 | नीचे ×1 | ||
| SLB SLB Limited Common Shares | $4159745 | 0.42% | 89476 | $-454296 | नीचे ×1 | ||
| XLK XLK | $3964722 | 0.40% | 20810 | $723955 | नीचे ×2 | ||
| LLY Eli Lilly and Company Common Stock | $3312404 | 0.34% | 2762 | $750305 | नीचे ×2 | ||
| BLK BlackRock, Inc. Common Stock | $3207765 | 0.33% | 3336 | $17772 | ऊपर ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $3038540 | 0.31% | 25869 | $1030630 | नीचे ×6 | ||
| CL Colgate-Palmolive Company Common Stock | $3002520 | 0.31% | 32750 | $211237 | |||
| ADP Automatic Data Processing, Inc. - Common Stock | $2844389 | 0.29% | 12701 | $263799 | |||
| CEG Constellation Energy Corporation - Common Stock When-Issued | $2717513 | 0.28% | 10941 | $-333940 | ऊपर ×1 | ||
| CVX Chevron Corporation Common Stock | $2618728 | 0.27% | 15798 | $-649792 | |||
| IEMG | $2556857 | 0.26% | 30865 | $278682 | नीचे ×3 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $2432891 | 0.25% | 18933 | $146418 | नीचे ×2 | ||
| IXUS iShares Core MSCI Total International Stock ETF | $2397358 | 0.24% | 25119 | $175821 | नीचे ×3 | ||
| SCHB | $2307186 | 0.24% | 79668 | $307519 | |||
| QQQ Invesco QQQ Trust, Series 1 | $2002272 | 0.20% | 2719 | $476208 | ऊपर ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $1991112 | 0.20% | 13578 | $28428 | नीचे ×3 | ||
| ABBV AbbVie Inc. Common Stock | $1904877 | 0.19% | 7570 | $283619 | ऊपर ×1 | ||
| VOO | $1786915 | 0.18% | 2602 | $234442 | ऊपर ×1 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $1682886 | 0.17% | 4049 | $585914 | नीचे ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $1574382 | 0.16% | 6606 | $188192 | नीचे ×2 | ||
| SBUX Starbucks Corporation - Common Stock | $1435330 | 0.15% | 14046 | $179726 | ऊपर ×1 | ||
| GE GE Aerospace Common Stock | $1310672 | 0.13% | 3507 | $313787 | नीचे ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $1208485 | 0.12% | 6040 | $111508 | नीचे ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $1160856 | 0.12% | 2760 | $106573 | नीचे ×1 | ||
| ADM Archer-Daniels-Midland Company Common Stock | $1159322 | 0.12% | 15174 | $58880 | ऊपर ×1 | ||
| XLI XLI | $1106750 | 0.11% | 5975 | $140413 | |||
| CAT Caterpillar, Inc. Common Stock | $1100042 | 0.11% | 1033 | $346949 | नीचे ×2 | ||
| COST Costco Wholesale Corporation - Common Stock | $1095436 | 0.11% | 1171 | $-71384 | |||
| GEV GE Vernova Inc. Common Stock | $1079697 | 0.11% | 919 | $277501 | |||
| PFE Pfizer, Inc. Common Stock | $1067876 | 0.11% | 44347 | $-177388 | |||
| IWM | $1001100 | 0.10% | 3332 | $132108 | नीचे ×1 | ||
| SCHD | $998294 | 0.10% | 31482 | $71607 | ऊपर ×2 | ||
| BAC Bank of America Corporation Common Stock | $985185 | 0.10% | 17290 | $163260 | ऊपर ×1 | ||
| DE Deere & Company Common Stock | $951495 | 0.10% | 1500 | $106545 | |||
| WY Weyerhaeuser Company Common Stock | $901640 | 0.09% | 37662 | $-14011 | ऊपर ×1 | ||
| WMT Walmart Inc. - Common Stock | $897246 | 0.09% | 7922 | $-87301 | |||
| HSY The Hershey Company Common Stock | $871082 | 0.09% | 4965 | $-156445 | ऊपर ×1 | ||
| IVV | $844000 | 0.09% | 1127 | $58841 | नीचे ×2 | ||
| XLC XLC | $830146 | 0.08% | 7749 | $-56573 | नीचे ×2 | ||
| INTC Intel Corporation - Common Stock | $781928 | 0.08% | 5600 | $534800 | |||
| GLD | $734182 | 0.07% | 1993 | $-123386 | |||
| PH Parker-Hannifin Corporation Common Stock | $732612 | 0.07% | 749 | $62077 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $726645 | 0.07% | 1290 | $-15980 | नीचे ×1 | ||
| BSV | $689348 | 0.07% | 8848 | $-35788 | नीचे ×2 | ||
| VGT | $669312 | 0.07% | 5600 | $180908 | ऊपर ×1 | ||
| EPD Enterprise Products Partners L.P. Common Stock | $652490 | 0.07% | 17750 | $-19170 | |||
| VTV | $641586 | 0.07% | 2944 | $63973 | |||
| GILD Gilead Sciences, Inc. - Common Stock | $625636 | 0.06% | 4952 | $-64246 | ऊपर ×1 | ||
| MCD McDonald's Corporation Common Stock | $622635 | 0.06% | 2303 | $-60388 | ऊपर ×4 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $575262 | 0.06% | 1350 | $92407 | |||
| VLO Valero Energy Corporation Common Stock | $572968 | 0.06% | 2200 | $29392 | |||
| BX Blackstone Inc. Common Stock | $570700 | 0.06% | 4850 | $12998 | |||
| AMGN Amgen Inc. - Common Stock | $569253 | 0.06% | 1572 | $16144 | |||
| LMT Lockheed Martin Corporation Common Stock | $556840 | 0.06% | 1093 | $-58430 | ऊपर ×1 | ||
| WFC Wells Fargo & Company Common Stock | $553247 | 0.06% | 6695 | $20351 | ऊपर ×1 | ||
| EXC Exelon Corporation - Common Stock | $548432 | 0.06% | 11764 | $-26731 | ऊपर ×1 | ||
| IBM International Business Machines Corporation Common Stock | $503929 | 0.05% | 1792 | $69566 | |||
| VHT | $497254 | 0.05% | 1663 | $44369 | |||
| KO Coca-Cola Company (The) Common Stock | $497210 | 0.05% | 6118 | $31936 | |||
| WM Waste Management, Inc. Common Stock | $494794 | 0.05% | 2220 | $-15340 | |||
| BMY Bristol-Myers Squibb Company Common Stock | $489425 | 0.05% | 8494 | $-52605 | नीचे ×1 | ||
| ABT Abbott Laboratories Common Stock | $461867 | 0.05% | 5090 | $-60724 | |||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $458992 | 0.05% | 601 | $223837 | नीचे ×1 | ||
| IJH | $426265 | 0.04% | 5528 | $52959 | |||
| STT State Street Corporation Common Stock | $390080 | 0.04% | 2300 | $98992 | |||
| NFLX Netflix, Inc. - Common Stock | $371280 | 0.04% | 5200 | $-129854 | नीचे ×2 | ||
| MPLX MPLX LP Common Units Representing Limited Partner Interests | $327165 | 0.03% | 5808 | $-4298 | |||
| DUK Duke Energy Corporation (Holding Company) Common Stock | $322653 | 0.03% | 2549 | $28168 | ऊपर ×1 | ||
| कोई मिलान नहीं | |||||||
कन्विकशन होल्डिंग्स
3+ लगातार तिमाहियों के लिए स्थितियाँ बढ़ाई गईं।
शेयर गणना 13F फाइलिंग में रिपोर्ट की गई है (स्प्लिट-एडजस्टेड नहीं)
| सुरक्षा | मूल्य | % पोर्टफोलियो का | लगातार |
|---|---|---|---|
| SCHX | $7787553 | 0.79% | 3 गुना ऊपर |
| MCD | $622635 | 0.06% | 4 गुना ऊपर |
सबसे बड़े नए दांव
इस तिमाही में खोले गए नए पद, सबसे बड़े पहले।
| सुरक्षा | मूल्य | शेयर | % पोर्टफोलियो का |
|---|---|---|---|
| CSX | $226006 | 4755 | 0.02% |
शीर्ष मूवर्स (तिमाही-दर-तिमाही)
बाहर निकली पोजीशन
कॉर्पोरेट घटनाओं (विलय, डिलिस्टिंग) को शामिल करता है — सभी निकास बिक्री नहीं हैं
बंद पोजीशन 13F रिपोर्टिंग परिवर्तनों को दर्शाती हैं; इंडेक्स प्रबंधकों के लिए ये अक्सर यांत्रिक (डीलिस्टिंग, एम एंड ए, इंडेक्स रीबैलेंसिंग) होते हैं, न कि सक्रिय निर्णय।
| सुरक्षा | Quarter | शेयर पहले | मूल्य पहले | निकास के बाद से मूल्य |
|---|---|---|---|---|
| PECO | 30 सितमबर 2025 | 15700 | $549971 | 16.0% |
| CVS | 31 मार्च 2025 | 9504 | $426652 | 38.8% |
| EMR | 31 मार्च 2025 | 2592 | $321227 | 41.7% |
| WDAY | 30 जून 2025 | 1200 | $280236 | -17.7% |
| QCOM | 31 दिसमबर 2025 | 1650 | $274494 | -5.3% |
| SHOP | 31 मार्च 2026 | 1500 | $241455 | 23.1% |
| ET | 31 मार्च 2026 | 14590 | $240590 | 10.0% |
| HON | 31 दिसमबर 2025 | 1100 | $231550 | 13.4% |
| XLF | 30 जून 2025 | 4520 | $225142 | अब ट्रैक नहीं किया जा रहा है |
| EQL | 31 मार्च 2026 | 4800 | $222624 | अब ट्रैक नहीं किया जा रहा है |
| MAS | 31 दिसमबर 2025 | 3140 | $221025 | 16.4% |
| QQQM | 31 मार्च 2025 | 1000 | $210450 | |
| CI | 30 सितमबर 2025 | 627 | $207274 | -3.4% |
| TT | 31 मार्च 2025 | 545 | $201296 | 34.8% |
| MCHP | 31 मार्च 2025 | 3500 | $200725 | 57.5% |