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Van Cleef Asset Management,Inc
RIA/Wealth
Van Cleef Asset Management,Inc is a RIA/Wealth based in Beachwood, OH led by Martin J Burke, reporting $1.1B in AUM as of Q3 2025 with 67% concentrated in top 10 holdings and 19% allocation to PGR.
PresidentMartin J Burke
- Portfolio Value
- $984.1M
- Positions
- 117
- Top Holding
- PGR at 18.89%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Van Cleef Asset Management,Inc's portfolio (66.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Insurance - Property & Casualty Financial Services | $185.8M | 18.89% | -$177.3K Sold | 0.13% 752.6K shares | |
Consumer Electronics Technology | $109.9M | 11.17% | -$290.5K Sold | 0.00% 431.6K shares | |
Software - Infrastructure Technology | $78.6M | 7.98% | -$2.2M Sold | 0.02% 430.7K shares | |
ETF ETF | $73.4M | 7.46% | -$186.7K Sold | — 350.8K shares | |
Software - Infrastructure Technology | $64.9M | 6.59% | -$387.9K Sold | 0.00% 125.2K shares | |
Internet Content & Information Communication Services | $45.9M | 4.67% | +$88.7K Bought | 0.00% 188.9K shares | |
ETF ETF | $26.2M | 2.67% | +$195.3K Bought | — 367.5K shares | |
REIT - Specialty Real Estate | $26.0M | 2.64% | -$3.7K Sold | 0.21% 212.6K shares | |
Chemicals - Specialty Basic Materials | $24.1M | 2.45% | -$80.3K Sold | 0.01% 50.8K shares | |
ETF ETF | $23.8M | 2.42% | +$146.0K Bought | — 440.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Van Cleef Asset Management,Inc's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
+245.54% | |
+16.67% | |
+11.67% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-14.63% | |
-13.35% | |
-8.75% |
Analytics
Portfolio insights and performance metrics for Van Cleef Asset Management,Inc
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