Van Cleef Asset Management,Inc
CIK 1482935 · SEC EDGAR에서 보기 ↗
- 포트폴리오 가치
- $981.0M
- 포지션
- 119
- 기준일
- 2026년 6월 30일
13F 가치 기준 9,443개 중 #2,490위 · 상위 26.4%
포트폴리오 가치 분기별: +5.6% 13F는 현금을 공개하지 않습니다
- 상위 10개 보유 비중
- 65.50%
- 상위 25개 보유 비중
- 86.62%
- 1% 초과 포지션
- 22
- 유효 포지션 수
- 15.0
13F 장기 주식 보유분만 기준 (현금, 채권, 공매도 미공개)
회전율 Q2 2026: 0.2% 추정 매수 $1,890,234 · 매도 $18,159,601
중앙값 보유 기간: 7.0 분기 추적 기간 Q4 2024–Q2 2026 · 90.2% 보유 중
- 신규 포지션
- 1
- 증가함
- 27
- 감소
- 52
- 종료
- 3
이 페이지에서
섹터별 비중
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%
기타/미분류
24.1%
전체 포트폴리오 119 포지션
| 유형 | 연속 | 8분기 추세 | |||||
|---|---|---|---|---|---|---|---|
| PGR Progressive Corporation (The) Common Stock | $165,122,981 | 16.83% | 755,885 | $13,303,218 | 하락 ×1 | ||
| AAPL Apple Inc. - Common Stock | $117,827,402 | 12.01% | 407,200 | $11,523,127 | 하락 ×6 | ||
| VXF | $83,928,076 | 8.56% | 340,880 | $12,174,442 | 하락 ×5 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $66,757,777 | 6.81% | 186,803 | $12,752,642 | 하락 ×1 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $47,700,880 | 4.86% | 408,853 | $-13,611,797 | 하락 ×6 | ||
| MSFT Microsoft Corporation - Common Stock | $45,272,878 | 4.62% | 121,368 | $-626,359 | 하락 ×6 | ||
| LAMR Lamar Advertising Company - Class A Common Stock | $32,402,166 | 3.30% | 207,733 | $5,620,140 | 하락 ×4 | ||
| VEU | $30,475,777 | 3.11% | 363,890 | $3,203,227 | 상승 ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $27,312,230 | 2.78% | 77,299 | $3,483,232 | 하락 ×6 | ||
| VWO | $25,758,289 | 2.63% | 431,534 | $2,055,007 | 하락 ×3 | ||
| LIN Linde plc - Ordinary Shares | $24,434,057 | 2.49% | 47,085 | $537,343 | 하락 ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $23,311,068 | 2.38% | 170,502 | $-5,672,429 | 하락 ×3 | ||
| PAYX Paychex, Inc. - Common Stock | $21,969,559 | 2.24% | 223,427 | $968,890 | 하락 ×1 | ||
| MKC McCormick & Company, Incorporated Common Stock | $15,249,087 | 1.55% | 302,441 | $74,707 | 상승 ×2 | ||
| SYK Stryker Corporation Common Stock | $14,716,576 | 1.50% | 46,743 | $-676,888 | 하락 ×3 | ||
| AXP American Express Company Common Stock | $13,666,230 | 1.39% | 40,403 | $1,272,940 | 하락 ×5 | ||
| IXC | $13,252,088 | 1.35% | 269,735 | $-3,034,519 | 하락 ×6 | ||
| SCHW Charles Schwab Corporation (The) Common Stock | $13,095,873 | 1.33% | 141,930 | $-515,588 | 하락 ×3 | ||
| VTI | $11,721,388 | 1.19% | 31,676 | $1,559,410 | |||
| SPY SPY | $10,616,083 | 1.08% | 14,216 | $1,351,339 | 하락 ×3 | ||
| PEP PepsiCo, Inc. - Common Stock | $10,591,190 | 1.08% | 78,221 | $-1,805,594 | 하락 ×6 | ||
| CMCSA Comcast Corporation - Class A Common Stock | $9,915,129 | 1.01% | 403,875 | $-2,179,878 | 하락 ×1 | ||
| CB Chubb Limited Common Stock | $8,705,535 | 0.89% | 25,549 | $253,631 | 하락 ×2 | ||
| VBR | $8,178,626 | 0.83% | 33,658 | $881,732 | 상승 ×2 | ||
| SCHX | $7,787,553 | 0.79% | 264,613 | $1,102,729 | 상승 ×3 | ||
| DIS Walt Disney Company (The) Common Stock | $7,173,417 | 0.73% | 74,529 | $-102,117 | 하락 ×3 | ||
| HD Home Depot, Inc. (The) Common Stock | $5,290,906 | 0.54% | 15,002 | $356,898 | |||
| BRKB | $5,119,491 | 0.52% | 10,231 | $259,444 | 상승 ×2 | ||
| VT | $4,939,531 | 0.50% | 31,472 | $586,323 | |||
| JPM JP Morgan Chase & Co. Common Stock | $4,851,264 | 0.49% | 14,821 | $490,353 | 하락 ×6 | ||
| IEZ | $4,603,279 | 0.47% | 171,126 | $-425,939 | 하락 ×2 | ||
| JNJ Johnson & Johnson Common Stock | $4,276,358 | 0.44% | 16,838 | $171,548 | 상승 ×1 | ||
| VEA | $4,176,319 | 0.43% | 58,615 | $-76,030 | 하락 ×1 | ||
| SLB SLB Limited Common Shares | $4,159,745 | 0.42% | 89,476 | $-454,296 | 하락 ×1 | ||
| XLK XLK | $3,964,722 | 0.40% | 20,810 | $723,955 | 하락 ×2 | ||
| LLY Eli Lilly and Company Common Stock | $3,312,404 | 0.34% | 2,762 | $750,305 | 하락 ×2 | ||
| BLK BlackRock, Inc. Common Stock | $3,207,765 | 0.33% | 3,336 | $17,772 | 상승 ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $3,038,540 | 0.31% | 25,869 | $1,030,630 | 하락 ×6 | ||
| CL Colgate-Palmolive Company Common Stock | $3,002,520 | 0.31% | 32,750 | $211,237 | |||
| ADP Automatic Data Processing, Inc. - Common Stock | $2,844,389 | 0.29% | 12,701 | $263,799 | |||
| CEG Constellation Energy Corporation - Common Stock When-Issued | $2,717,513 | 0.28% | 10,941 | $-333,940 | 상승 ×1 | ||
| CVX Chevron Corporation Common Stock | $2,618,728 | 0.27% | 15,798 | $-649,792 | |||
| IEMG | $2,556,857 | 0.26% | 30,865 | $278,682 | 하락 ×3 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $2,432,891 | 0.25% | 18,933 | $146,418 | 하락 ×2 | ||
| IXUS iShares Core MSCI Total International Stock ETF | $2,397,358 | 0.24% | 25,119 | $175,821 | 하락 ×3 | ||
| SCHB | $2,307,186 | 0.24% | 79,668 | $307,519 | |||
| QQQ Invesco QQQ Trust, Series 1 | $2,002,272 | 0.20% | 2,719 | $476,208 | 상승 ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $1,991,112 | 0.20% | 13,578 | $28,428 | 하락 ×3 | ||
| ABBV AbbVie Inc. Common Stock | $1,904,877 | 0.19% | 7,570 | $283,619 | 상승 ×1 | ||
| VOO | $1,786,915 | 0.18% | 2,602 | $234,442 | 상승 ×1 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $1,682,886 | 0.17% | 4,049 | $585,914 | 하락 ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $1,574,382 | 0.16% | 6,606 | $188,192 | 하락 ×2 | ||
| SBUX Starbucks Corporation - Common Stock | $1,435,330 | 0.15% | 14,046 | $179,726 | 상승 ×1 | ||
| GE GE Aerospace Common Stock | $1,310,672 | 0.13% | 3,507 | $313,787 | 하락 ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $1,208,485 | 0.12% | 6,040 | $111,508 | 하락 ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $1,160,856 | 0.12% | 2,760 | $106,573 | 하락 ×1 | ||
| ADM Archer-Daniels-Midland Company Common Stock | $1,159,322 | 0.12% | 15,174 | $58,880 | 상승 ×1 | ||
| XLI XLI | $1,106,750 | 0.11% | 5,975 | $140,413 | |||
| CAT Caterpillar, Inc. Common Stock | $1,100,042 | 0.11% | 1,033 | $346,949 | 하락 ×2 | ||
| COST Costco Wholesale Corporation - Common Stock | $1,095,436 | 0.11% | 1,171 | $-71,384 | |||
| GEV GE Vernova Inc. Common Stock | $1,079,697 | 0.11% | 919 | $277,501 | |||
| PFE Pfizer, Inc. Common Stock | $1,067,876 | 0.11% | 44,347 | $-177,388 | |||
| IWM | $1,001,100 | 0.10% | 3,332 | $132,108 | 하락 ×1 | ||
| SCHD | $998,294 | 0.10% | 31,482 | $71,607 | 상승 ×2 | ||
| BAC Bank of America Corporation Common Stock | $985,185 | 0.10% | 17,290 | $163,260 | 상승 ×1 | ||
| DE Deere & Company Common Stock | $951,495 | 0.10% | 1,500 | $106,545 | |||
| WY Weyerhaeuser Company Common Stock | $901,640 | 0.09% | 37,662 | $-14,011 | 상승 ×1 | ||
| WMT Walmart Inc. - Common Stock | $897,246 | 0.09% | 7,922 | $-87,301 | |||
| HSY The Hershey Company Common Stock | $871,082 | 0.09% | 4,965 | $-156,445 | 상승 ×1 | ||
| IVV | $844,000 | 0.09% | 1,127 | $58,841 | 하락 ×2 | ||
| XLC XLC | $830,146 | 0.08% | 7,749 | $-56,573 | 하락 ×2 | ||
| INTC Intel Corporation - Common Stock | $781,928 | 0.08% | 5,600 | $534,800 | |||
| GLD | $734,182 | 0.07% | 1,993 | $-123,386 | |||
| PH Parker-Hannifin Corporation Common Stock | $732,612 | 0.07% | 749 | $62,077 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $726,645 | 0.07% | 1,290 | $-15,980 | 하락 ×1 | ||
| BSV | $689,348 | 0.07% | 8,848 | $-35,788 | 하락 ×2 | ||
| VGT | $669,312 | 0.07% | 5,600 | $180,908 | 상승 ×1 | ||
| EPD Enterprise Products Partners L.P. Common Stock | $652,490 | 0.07% | 17,750 | $-19,170 | |||
| VTV | $641,586 | 0.07% | 2,944 | $63,973 | |||
| GILD Gilead Sciences, Inc. - Common Stock | $625,636 | 0.06% | 4,952 | $-64,246 | 상승 ×1 | ||
| MCD McDonald's Corporation Common Stock | $622,635 | 0.06% | 2,303 | $-60,388 | 상승 ×4 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $575,262 | 0.06% | 1,350 | $92,407 | |||
| VLO Valero Energy Corporation Common Stock | $572,968 | 0.06% | 2,200 | $29,392 | |||
| BX Blackstone Inc. Common Stock | $570,700 | 0.06% | 4,850 | $12,998 | |||
| AMGN Amgen Inc. - Common Stock | $569,253 | 0.06% | 1,572 | $16,144 | |||
| LMT Lockheed Martin Corporation Common Stock | $556,840 | 0.06% | 1,093 | $-58,430 | 상승 ×1 | ||
| WFC Wells Fargo & Company Common Stock | $553,247 | 0.06% | 6,695 | $20,351 | 상승 ×1 | ||
| EXC Exelon Corporation - Common Stock | $548,432 | 0.06% | 11,764 | $-26,731 | 상승 ×1 | ||
| IBM International Business Machines Corporation Common Stock | $503,929 | 0.05% | 1,792 | $69,566 | |||
| VHT | $497,254 | 0.05% | 1,663 | $44,369 | |||
| KO Coca-Cola Company (The) Common Stock | $497,210 | 0.05% | 6,118 | $31,936 | |||
| WM Waste Management, Inc. Common Stock | $494,794 | 0.05% | 2,220 | $-15,340 | |||
| BMY Bristol-Myers Squibb Company Common Stock | $489,425 | 0.05% | 8,494 | $-52,605 | 하락 ×1 | ||
| ABT Abbott Laboratories Common Stock | $461,867 | 0.05% | 5,090 | $-60,724 | |||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $458,992 | 0.05% | 601 | $223,837 | 하락 ×1 | ||
| IJH | $426,265 | 0.04% | 5,528 | $52,959 | |||
| STT State Street Corporation Common Stock | $390,080 | 0.04% | 2,300 | $98,992 | |||
| NFLX Netflix, Inc. - Common Stock | $371,280 | 0.04% | 5,200 | $-129,854 | 하락 ×2 | ||
| MPLX MPLX LP Common Units Representing Limited Partner Interests | $327,165 | 0.03% | 5,808 | $-4,298 | |||
| DUK Duke Energy Corporation (Holding Company) Common Stock | $322,653 | 0.03% | 2,549 | $28,168 | 상승 ×1 | ||
| 일치하는 항목 없음 | |||||||
핵심 보유 종목
3개 분기 이상 연속으로 포지션이 증가했습니다.
주식 수는 13F 신고서에 보고된 대로입니다 (분할 조정되지 않음)
| 증권 | 가치 | % 포트폴리오의 | 연속 |
|---|---|---|---|
| SCHX | $7,787,553 | 0.79% | ×3 상승 |
| MCD | $622,635 | 0.06% | ×4 상승 |
가장 큰 신규 베팅
이번 분기에 개설된 신규 포지션, 가장 큰 순서대로.
| 증권 | 가치 | 주식 | % 포트폴리오의 |
|---|---|---|---|
| CSX | $226,006 | 4,755 | 0.02% |
상위 변동 (분기별)
청산 포지션
기업 이벤트(합병, 상장 폐지) 포함 — 모든 이탈이 매도는 아님
청산된 포지션은 13F 보고 변경 사항을 반영합니다. 인덱스 관리자의 경우 이러한 변경은 능동적인 결정이 아닌 기계적인(상장 폐지, M&A, 인덱스 리밸런싱) 경우가 많습니다.
| 증권 | 분기 | 이전 주식 수 | 이전 가치 | 매도 후 가격 변동 |
|---|---|---|---|---|
| PECO | 2025년 9월 30일 | 15,700 | $549,971 | 16.2% |
| CVS | 2025년 3월 31일 | 9,504 | $426,652 | 41.2% |
| EMR | 2025년 3월 31일 | 2,592 | $321,227 | 44.8% |
| WDAY | 2025년 6월 30일 | 1,200 | $280,236 | -18.3% |
| QCOM | 2025년 12월 31일 | 1,650 | $274,494 | -5.4% |
| SHOP | 2026년 3월 31일 | 1,500 | $241,455 | 25.0% |
| ET | 2026년 3월 31일 | 14,590 | $240,590 | 11.0% |
| HON | 2025년 12월 31일 | 1,100 | $231,550 | 15.7% |
| XLF | 2025년 6월 30일 | 4,520 | $225,142 | 더 이상 추적하지 않음 |
| EQL | 2026년 3월 31일 | 4,800 | $222,624 | 더 이상 추적하지 않음 |
| MAS | 2025년 12월 31일 | 3,140 | $221,025 | 19.6% |
| QQQM | 2025년 3월 31일 | 1,000 | $210,450 | |
| CI | 2025년 9월 30일 | 627 | $207,274 | -1.9% |
| TT | 2025년 3월 31일 | 545 | $201,296 | 36.3% |
| MCHP | 2025년 3월 31일 | 3,500 | $200,725 | 60.1% |