VAN CLEEF ASSET MANAGEMENT,INC

PrivateCIK: 1482935
Location

BEACHWOOD, OH

118
Positions
$928.66M
Total AUM (reported)
6.69M
Total Shares

Allocation by class

TOTAL AUM$928.66M118 positions
COM$488.56M52.6%
CL A$101.17M10.9%
EXTEND MKT ETF$71.75M7.7%
CAP STK CL A$54.01M5.8%
ALLWRLD EX US$27.27M2.9%
SHS$24.61M2.6%
CAP STK CL C$23.83M2.6%

Portfolio Concentration

Top 335.5%4–1028.9%11–2522.4%Rest13.2%TOP 1064.4%0%100%
Top 3$329.88M35.5%
4–10$268.15M28.9%
11–25$208.33M22.4%
Rest$122.29M13.2%

Top 3 weight

35.5%

Top 10 weight

64.4%

Voting Authority Distribution

Total shares with voting rights: 6.69M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

6.69M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole118
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings118
Rows:

PROGRESSIVE CORP

SOLE
COM
Shares765.84K
TypeSH
Market value$151.82M
16.35%
Sole
0.00
Shared
0.00
None
765.84K

APPLE INC

SOLE
COM
Shares418.87K
TypeSH
Market value$106.30M
11.45%
Sole
0.00
Shared
0.00
None
418.87K

VANGUARD INDEX FDS

SOLE
EXTEND MKT ETF
Shares348.66K
TypeSH
Market value$71.75M
7.73%
Sole
0.00
Shared
0.00
None
348.66K

PALANTIR TECHNOLOGIES INC

SOLE
CL A
Shares419.15K
TypeSH
Market value$61.31M
6.60%
Sole
0.00
Shared
0.00
None
419.15K

ALPHABET INC

SOLE
CAP STK CL A
Shares187.81K
TypeSH
Market value$54.01M
5.82%
Sole
0.00
Shared
0.00
None
187.81K

MICROSOFT CORP

SOLE
COM
Shares124K
TypeSH
Market value$45.90M
4.94%
Sole
0.00
Shared
0.00
None
124K

EXXON MOBIL CORP

SOLE
COM
Shares170.83K
TypeSH
Market value$28.98M
3.12%
Sole
0.00
Shared
0.00
None
170.83K

VANGUARD INTL EQUITY INDEX F

SOLE
ALLWRLD EX US
Shares363.15K
TypeSH
Market value$27.27M
2.94%
Sole
0.00
Shared
0.00
None
363.15K

LAMAR ADVERTISING CO

SOLE
CL A
Shares211.45K
TypeSH
Market value$26.78M
2.88%
Sole
0.00
Shared
0.00
None
211.45K

LINDE PLC

SOLE
SHS
Shares48.20K
TypeSH
Market value$23.90M
2.57%
Sole
0.00
Shared
0.00
None
48.20K

ALPHABET INC

SOLE
CAP STK CL C
Shares83.07K
TypeSH
Market value$23.83M
2.57%
Sole
0.00
Shared
0.00
None
83.07K

VANGUARD INTL EQUITY INDEX F

SOLE
FTSE EMR MKT ETF
Shares438.54K
TypeSH
Market value$23.70M
2.55%
Sole
0.00
Shared
0.00
None
438.54K

PAYCHEX INC

SOLE
COM
Shares227.97K
TypeSH
Market value$21.00M
2.26%
Sole
0.00
Shared
0.00
None
227.97K

ISHARES TR

SOLE
GLOBAL ENERG ETF
Shares282.70K
TypeSH
Market value$16.29M
1.75%
Sole
0.00
Shared
0.00
None
282.70K

STRYKER CORPORATION

SOLE
COM
Shares46.85K
TypeSH
Market value$15.39M
1.66%
Sole
0.00
Shared
0.00
None
46.85K

MCCORMICK & CO INC

SOLE
COM NON VTG
Shares300.84K
TypeSH
Market value$15.17M
1.63%
Sole
0.00
Shared
0.00
None
300.84K

SCHWAB CHARLES CORP

SOLE
COM
Shares144.83K
TypeSH
Market value$13.61M
1.47%
Sole
0.00
Shared
0.00
None
144.83K

PEPSICO INC

SOLE
COM
Shares79.83K
TypeSH
Market value$12.40M
1.33%
Sole
0.00
Shared
0.00
None
79.83K

AMERICAN EXPRESS CO

SOLE
COM
Shares40.97K
TypeSH
Market value$12.39M
1.33%
Sole
0.00
Shared
0.00
None
40.97K

COMCAST CORP NEW

SOLE
CL A
Shares421.28K
TypeSH
Market value$12.10M
1.30%
Sole
0.00
Shared
0.00
None
421.28K

VANGUARD INDEX FDS

SOLE
TOTAL STK MKT
Shares31.68K
TypeSH
Market value$10.16M
1.09%
Sole
0.00
Shared
0.00
None
31.68K

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares14.25K
TypeSH
Market value$9.26M
1.00%
Sole
0.00
Shared
0.00
None
14.25K

CHUBB LTD SWITZ

SOLE
COM
Shares25.93K
TypeSH
Market value$8.45M
0.91%
Sole
0.00
Shared
0.00
None
25.93K

VANGUARD INDEX FDS

SOLE
SM CP VAL ETF
Shares33.59K
TypeSH
Market value$7.30M
0.79%
Sole
0.00
Shared
0.00
None
33.59K

DISNEY WALT CO

SOLE
COM
Shares75.49K
TypeSH
Market value$7.28M
0.78%
Sole
0.00
Shared
0.00
None
75.49K
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