Michelle Borelli
Van Cleef Asset Management,inc
Assets Managed
$928.658M
Holdings
118
Last Quarter
2026 - Q1
Filed Date
2mo 1d ago
Growth Rate
-5.83%(2Q avg: -2.8%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in Van Cleef Asset Management,inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 118 positions.
Assets under management
The assets under management (AUM) of Van Cleef Asset Management,inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 928.658M in assets, with a quarterly growth rate of -5.83% and a 2-quarter average growth rate of -2.8%. The portfolio is managed by Michelle Borelli, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
PGR Progressive Corp
| 16.35% | $151.82M 765,838 shares@ $198.25 avg price | Increased 0.56% |
AAPL Apple Inc
| 11.45% | $106.304M 418,867 shares@ $253.8 avg price | Decreased -1.61% |
VXF Vanguard Extended Market Etf
| 7.73% | $71.754M 348,657 shares@ $205.81 avg price | Decreased -0.06% |
PLTR Palantir Technologies Inc-a
| 6.61% | $61.313M 419,146 shares@ $146.29 avg price | Decreased -0.92% |
GOOGL Alphabet Inc-cl A
| 5.82% | $54.005M 187,805 shares@ $287.56 avg price | Increased 0.14% |
MSFT Microsoft Corp
| 4.95% | $45.899M 123,995 shares@ $370.18 avg price | Decreased -0.11% |
XOM Exxon Mobil Corp
| 3.13% | $28.983M 170,833 shares@ $169.66 avg price | Decreased -1.53% |
VEU Vanguard Ftse All-world Ex-u
| 2.94% | $27.273M 363,150 shares@ $75.1 avg price | Decreased -0.91% |
LAMR Lamar Advertising Co-a
| 2.89% | $26.782M 211,448 shares@ $126.67 avg price | Decreased -0.42% |
LIN Linde Plc
| 2.58% | $23.897M 48,202 shares@ $495.77 avg price | Increased 0.41% |
1-10 of 118