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| Happy Holidays!! thanks for using AUM13F!! |
| van Cleef Asset Management Inc
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| CRD # | 105768 |
| SEC # | 801-32604 |
| CIK # | 0001085146, 0001482935 |
| AUM | $1.1 B (2025-03-19) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 216-464-0253 |
| Address | 3201 Enterprise Pkwy Beachwood, OH 44122 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001085146 0001482935 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Progressive Corp/Oh/ | 201.0 | ||
| Apple Inc | 88.8 | ||
| Microsoft Corp | 62.7 | ||
| Palantir Technologies Inc | 60.3 | ||
| Alphabet Inc | 33.2 | ||
| Lamar Advertising Co/New | 25.8 | ||
| Linde PLC | 23.9 | ||
| McCormick & Co Inc | 23.2 | ||
| Paychex Inc | 20.8 | ||
| Exxon Mobil Corp | 18.7 | ||
| Stryker Corp | 18.6 | ||
| Comcast Corp | 16.4 | ||
| Alphabet Inc | 15.4 | ||
| American Express Co | 13.3 | ||
| Schwab Charles Corp | 13.3 | ||
| PepsiCo Inc | 11.0 | ||
| Walt Disney Co | 10.5 | ||
| Ace Ltd | 7.0 | ||
| Home Depot Inc | 5.6 | ||
| J P Morgan Chase & Co | 4.8 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 82 | 40.0 |
| (b) Individuals (high net worth individuals) | 133 | 1,056.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 4.2 |
| (h) Charitable organizations | 2 | 4.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 672 | 1,105.3 |
| By Discretionary | ||
| Discretionary | 654 | 1,068.9 |
| Non-Discretionary | 18 | 36.4 |
| Total | 672 | 1,105.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,105.3 | |
| Total | 672 | 1,105.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001085146] | |
| 13F-HR | [0001482935] |
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WI | 1.1 |
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Biondo Investment Advisors LLC
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PA | 1.1 |
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Root Financial Partners LLC
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Premier Path Wealth Partners LLC
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NJ | 1.1 |
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Longview Wealth Management Inc
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GA | 1.1 |
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Urban Financial Advisory Corp
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IL | 1.1 |
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Greenline Partners LLC
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NY | 1.1 |