Klingman & Associates
Latest statistics and disclosures from Klingman & Associates's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, VTIP, IJH, IEFA, SPY, and represent 34.50% of Klingman & Associates's stock portfolio.
- Added to shares of these 10 stocks: VTIP (+$15M), IEFA (+$6.3M), IBDX (+$5.4M), VEA, IVV, IJH, IBDW, IBDV, DFIV, IBDU.
- Started 24 new stock positions in DFUV, VRTX, CEG, PEG, HSBC, MCK, IDXX, VNQI, TEL, WMB. UL, BMY, APH, JCI, SAN, AKRE, SPGI, FDX, EFG, REGN, TSN, SCHC, MFG, APP.
- Reduced shares in these 10 stocks: DDOG, IBDR, SPYG, SPY, CFG, DE, USMV, PJT, PSX, VTI.
- Sold out of its positions in AMT, BRBR, BSX, CDNS, DD, ACWV, NEU, NVO, PRI, XLF. SYY, USB, Unilever, VXF, WTPI, ETN, RACE.
- Klingman & Associates was a net buyer of stock by $59M.
- Klingman & Associates has $2.1B in assets under management (AUM), dropping by 4.58%.
- Central Index Key (CIK): 0001662449
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Portfolio Holdings for Klingman & Associates
Klingman & Associates holds 326 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 17.0 | $352M | 514k | 684.94 |
|
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 5.0 | $103M | +17% | 2.1M | 49.46 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 4.8 | $100M | +4% | 1.5M | 66.00 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 3.9 | $81M | +8% | 909k | 89.46 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.8 | $79M | -2% | 115k | 681.92 |
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| Apple (AAPL) | 3.6 | $74M | 272k | 271.86 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 3.5 | $72M | +6% | 1.1M | 62.47 |
|
| Spdr Series Trust State Street Spd (SPYG) | 3.4 | $71M | -2% | 666k | 106.70 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 3.3 | $68M | +2% | 567k | 120.18 |
|
| Spdr Series Trust State Street Spd (SPYV) | 3.3 | $68M | 1.2M | 56.81 |
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|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 2.6 | $54M | 995k | 53.76 |
|
|
| Ishares Tr Ibonds Dec 29 (IBDU) | 1.7 | $36M | +8% | 1.5M | 23.41 |
|
| Ishares Tr Ibonds Dec 2030 (IBDV) | 1.7 | $35M | +9% | 1.6M | 22.07 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) | 1.7 | $35M | +5% | 302k | 114.50 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 1.6 | $34M | -2% | 363k | 94.16 |
|
| Ishares Tr Ibonds Dec 2031 (IBDW) | 1.6 | $33M | +11% | 1.6M | 21.15 |
|
| Ishares Tr Ibds Dec28 Etf (IBDT) | 1.6 | $32M | +9% | 1.3M | 25.45 |
|
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 1.5 | $32M | 682k | 46.92 |
|
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| Spdr Series Trust State Street Spd (MDYV) | 1.5 | $31M | 371k | 84.65 |
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| Ishares Core Msci Emkt (IEMG) | 1.5 | $31M | 461k | 67.22 |
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| Spdr Series Trust State Street Spd (MDYG) | 1.5 | $30M | 326k | 92.43 |
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| Spdr Series Trust State Street Spd (SDY) | 1.3 | $27M | 192k | 139.16 |
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| Spdr Series Trust State Street Spd (SLYV) | 1.2 | $26M | 282k | 90.97 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 1.2 | $25M | 42k | 603.28 |
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| Citizens Financial (CFG) | 1.2 | $25M | -4% | 427k | 58.41 |
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| Ishares Tr Ibonds 27 Etf (IBDS) | 1.2 | $25M | +3% | 1.0M | 24.28 |
|
| Ishares Tr Ibonds Dec 2032 (IBDX) | 1.1 | $23M | +31% | 887k | 25.53 |
|
| Spdr Series Trust State Street Spd (SLYG) | 0.9 | $19M | 205k | 94.19 |
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| Microsoft Corporation (MSFT) | 0.8 | $17M | 36k | 483.63 |
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| Ishares Tr Ibonds Dec2026 (IBDR) | 0.8 | $17M | -11% | 712k | 24.23 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.7 | $15M | -3% | 45k | 335.27 |
|
| Amazon (AMZN) | 0.6 | $13M | 57k | 230.82 |
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|
| Ishares Tr New York Mun Etf (NYF) | 0.6 | $13M | 236k | 53.51 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.6 | $12M | 158k | 77.53 |
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|
| NVIDIA Corporation (NVDA) | 0.6 | $12M | +4% | 64k | 186.50 |
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| Datadog Cl A Com (DDOG) | 0.5 | $11M | -29% | 82k | 135.99 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $9.6M | 31k | 313.80 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $9.2M | 28k | 322.23 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $8.3M | +3% | 27k | 313.00 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.4 | $8.1M | 22k | 373.44 |
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|
| Jones Lang LaSalle Incorporated (JLL) | 0.4 | $7.9M | 24k | 336.47 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $7.8M | 32k | 246.16 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $7.0M | +2% | 14k | 502.65 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $6.9M | 11k | 627.13 |
|
|
| Flexshares Tr Iboxx 3r Targt (TDTT) | 0.3 | $6.3M | -3% | 263k | 24.06 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $5.1M | +3% | 58k | 88.49 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $4.8M | 40k | 120.34 |
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| Broadcom (AVGO) | 0.2 | $4.6M | +4% | 13k | 346.09 |
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| Ishares Tr Select Divid Etf (DVY) | 0.2 | $4.5M | 32k | 141.14 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $4.4M | 7.7k | 570.88 |
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| Meta Platforms Cl A (META) | 0.2 | $4.3M | 6.5k | 660.11 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.2 | $4.2M | 14k | 301.15 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.2 | $4.0M | 56k | 71.42 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.2 | $3.8M | +4% | 64k | 59.54 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $3.8M | 52k | 73.56 |
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| Johnson & Johnson (JNJ) | 0.2 | $3.7M | 18k | 206.95 |
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| Tesla Motors (TSLA) | 0.2 | $3.5M | +10% | 7.9k | 449.72 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $3.4M | +231% | 7.2k | 473.32 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $3.4M | +81% | 6.9k | 487.88 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.2 | $3.3M | +582% | 66k | 49.90 |
|
| Visa Com Cl A (V) | 0.2 | $3.2M | 9.2k | 350.71 |
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| Abbvie (ABBV) | 0.1 | $3.0M | +3% | 13k | 228.49 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $2.9M | 31k | 96.03 |
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| Ge Aerospace Com New (GE) | 0.1 | $2.9M | +2% | 9.5k | 308.03 |
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| Costco Wholesale Corporation (COST) | 0.1 | $2.9M | 3.3k | 862.34 |
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| Oracle Corporation (ORCL) | 0.1 | $2.8M | 14k | 194.91 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $2.7M | 11k | 257.95 |
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| Applied Materials (AMAT) | 0.1 | $2.7M | 10k | 256.99 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $2.6M | 14k | 191.56 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $2.6M | +124% | 14k | 190.98 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $2.6M | +10% | 14k | 181.21 |
|
| Crocs (CROX) | 0.1 | $2.5M | 30k | 85.52 |
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| Ishares Tr Core Msci Total (IXUS) | 0.1 | $2.5M | 30k | 84.64 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $2.5M | 21k | 121.61 |
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| Eli Lilly & Co. (LLY) | 0.1 | $2.5M | -3% | 2.3k | 1074.68 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.1 | $2.4M | 48k | 50.59 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.1 | $2.4M | +37% | 47k | 50.94 |
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| Lamar Advertising Cl A (LAMR) | 0.1 | $2.4M | 19k | 126.58 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $2.4M | 6.9k | 342.97 |
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| TJX Companies (TJX) | 0.1 | $2.3M | 15k | 153.61 |
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| Home Depot (HD) | 0.1 | $2.2M | 6.5k | 344.10 |
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| Procter & Gamble Company (PG) | 0.1 | $2.2M | -7% | 15k | 143.31 |
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| Citigroup Com New (C) | 0.1 | $2.2M | 19k | 116.69 |
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| Ishares U S Etf Tr Short Duration B (NEAR) | 0.1 | $2.1M | 40k | 51.10 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $2.1M | 21k | 100.34 |
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| Raymond James Financial (RJF) | 0.1 | $2.0M | 12k | 160.59 |
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| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.1 | $2.0M | 23k | 86.25 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $1.9M | -16% | 13k | 154.14 |
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| Wal-Mart Stores (WMT) | 0.1 | $1.8M | -20% | 16k | 111.41 |
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| Compass Cl A (COMP) | 0.1 | $1.8M | 171k | 10.57 |
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| Automatic Data Processing (ADP) | 0.1 | $1.8M | -2% | 6.9k | 257.23 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.7M | 2.8k | 614.31 |
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|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $1.7M | +106% | 8.0k | 211.80 |
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| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.1 | $1.7M | 15k | 111.80 |
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| Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK) | 0.1 | $1.6M | 13k | 126.46 |
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| McDonald's Corporation (MCD) | 0.1 | $1.6M | 5.3k | 305.63 |
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| Ge Vernova (GEV) | 0.1 | $1.6M | +4% | 2.5k | 653.57 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $1.6M | -9% | 11k | 148.69 |
|
| Caterpillar (CAT) | 0.1 | $1.6M | +2% | 2.7k | 572.87 |
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| Abbott Laboratories (ABT) | 0.1 | $1.6M | 12k | 125.29 |
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| International Business Machines (IBM) | 0.1 | $1.5M | +10% | 5.1k | 296.21 |
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| Deere & Company (DE) | 0.1 | $1.5M | -39% | 3.2k | 465.57 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $1.5M | NEW | 32k | 46.59 |
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| Coca-Cola Company (KO) | 0.1 | $1.4M | +6% | 21k | 69.91 |
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| Netflix (NFLX) | 0.1 | $1.4M | +839% | 15k | 93.76 |
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| Nextera Energy (NEE) | 0.1 | $1.4M | 18k | 80.28 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $1.4M | +146% | 4.6k | 302.08 |
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| Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) | 0.1 | $1.4M | 28k | 48.72 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $1.3M | 9.3k | 143.52 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $1.3M | 14k | 96.27 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $1.2M | -16% | 5.7k | 219.76 |
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| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.1 | $1.2M | 11k | 110.96 |
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| Goldman Sachs (GS) | 0.1 | $1.2M | 1.4k | 879.18 |
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| J P Morgan Exchange Traded F Flexible Debt Et (JFLX) | 0.1 | $1.2M | +30% | 24k | 50.22 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $1.2M | -13% | 49k | 24.04 |
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| United Bankshares (UBSI) | 0.1 | $1.2M | 31k | 38.40 |
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| Cisco Systems (CSCO) | 0.1 | $1.2M | +6% | 15k | 77.03 |
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| Morgan Stanley Com New (MS) | 0.1 | $1.2M | 6.6k | 177.53 |
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| Pjt Partners Com Cl A (PJT) | 0.1 | $1.2M | -34% | 6.9k | 167.20 |
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| Coupang Cl A (CPNG) | 0.1 | $1.1M | -2% | 48k | 23.59 |
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| Hubbell (HUBB) | 0.1 | $1.1M | 2.5k | 444.11 |
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| Dimensional Etf Trust Inflation Prote (DFIP) | 0.1 | $1.1M | -8% | 27k | 41.55 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $1.1M | 20k | 54.71 |
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| Merck & Co (MRK) | 0.1 | $1.1M | +3% | 11k | 105.26 |
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| O'reilly Automotive (ORLY) | 0.1 | $1.1M | 12k | 91.21 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $1.1M | 1.9k | 579.45 |
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| Bank of America Corporation (BAC) | 0.1 | $1.0M | +6% | 19k | 55.00 |
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| Wells Fargo & Company (WFC) | 0.0 | $1.0M | +4% | 11k | 93.20 |
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| Philip Morris International (PM) | 0.0 | $1.0M | -5% | 6.3k | 160.41 |
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| salesforce (CRM) | 0.0 | $1.0M | 3.8k | 264.91 |
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| Blackrock (BLK) | 0.0 | $1.0M | -8% | 936.00 | 1070.34 |
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| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.0 | $1.0M | NEW | 22k | 45.53 |
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| American Express Company (AXP) | 0.0 | $996k | -21% | 2.7k | 369.95 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $993k | +4% | 5.4k | 183.40 |
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| Chevron Corporation (CVX) | 0.0 | $960k | -3% | 6.3k | 152.41 |
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| Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PDN) | 0.0 | $900k | 21k | 42.19 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $876k | 1.8k | 483.67 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.0 | $870k | 12k | 74.17 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.0 | $846k | 8.3k | 101.97 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $835k | NEW | 7.3k | 113.92 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $829k | 8.3k | 99.91 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $828k | -5% | 31k | 26.91 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $824k | 2.7k | 303.89 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $818k | +6% | 4.6k | 177.75 |
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| Advanced Micro Devices (AMD) | 0.0 | $813k | +11% | 3.8k | 214.16 |
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| Ross Stores (ROST) | 0.0 | $800k | -18% | 4.4k | 180.14 |
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| Lowe's Companies (LOW) | 0.0 | $797k | 3.3k | 241.16 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $790k | -2% | 4.6k | 173.49 |
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| Booking Holdings (BKNG) | 0.0 | $777k | +5% | 145.00 | 5355.33 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.0 | $755k | 1.00 | 754800.00 |
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| Emerson Electric (EMR) | 0.0 | $754k | 5.7k | 132.72 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $750k | -5% | 9.9k | 75.44 |
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| Walt Disney Company (DIS) | 0.0 | $728k | -9% | 6.4k | 113.77 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $718k | 1.8k | 396.31 |
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| CSX Corporation (CSX) | 0.0 | $716k | 20k | 36.25 |
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| Pfizer (PFE) | 0.0 | $698k | +5% | 28k | 24.90 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $692k | +6% | 1.2k | 566.36 |
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| Consolidated Edison (ED) | 0.0 | $690k | +15% | 7.0k | 99.32 |
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| Corning Incorporated (GLW) | 0.0 | $678k | 7.7k | 87.56 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $673k | +74% | 4.7k | 143.97 |
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| Truist Financial Corp equities (TFC) | 0.0 | $671k | 14k | 49.21 |
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| Hershey Company (HSY) | 0.0 | $669k | 3.7k | 181.98 |
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| Progressive Corporation (PGR) | 0.0 | $667k | 2.9k | 227.72 |
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| Amgen (AMGN) | 0.0 | $663k | +5% | 2.0k | 327.31 |
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| Altria (MO) | 0.0 | $640k | 11k | 57.66 |
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| Linde SHS (LIN) | 0.0 | $626k | -3% | 1.5k | 426.39 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $617k | +17% | 2.3k | 268.30 |
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| Micron Technology (MU) | 0.0 | $614k | +14% | 2.2k | 285.41 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.0 | $610k | 4.3k | 143.33 |
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| Intel Corporation (INTC) | 0.0 | $609k | -26% | 17k | 36.90 |
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| UnitedHealth (UNH) | 0.0 | $596k | +4% | 1.8k | 330.11 |
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| L3harris Technologies (LHX) | 0.0 | $593k | 2.0k | 293.57 |
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| Vanguard World Energy Etf (VDE) | 0.0 | $593k | 4.7k | 125.92 |
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| Stryker Corporation (SYK) | 0.0 | $588k | -6% | 1.7k | 351.47 |
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| United Rentals (URI) | 0.0 | $578k | +6% | 714.00 | 809.32 |
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| Cummins (CMI) | 0.0 | $576k | 1.1k | 510.45 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $571k | +3% | 4.1k | 137.87 |
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| Danaher Corporation (DHR) | 0.0 | $565k | 2.5k | 228.92 |
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| Honeywell International (HON) | 0.0 | $561k | 2.9k | 195.09 |
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| Ishares Tr Core Msci Intl (IDEV) | 0.0 | $557k | 6.7k | 82.48 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $554k | 2.6k | 210.34 |
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| BlackRock Floating Rate Income Strat. Fn (FRA) | 0.0 | $547k | +3% | 47k | 11.78 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $545k | 9.3k | 58.73 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $542k | -2% | 507.00 | 1069.86 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $540k | -4% | 17k | 32.62 |
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| Norfolk Southern (NSC) | 0.0 | $527k | 1.8k | 288.72 |
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| Public Service Enterprise (PEG) | 0.0 | $520k | NEW | 6.5k | 80.30 |
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| Qualcomm (QCOM) | 0.0 | $514k | +8% | 3.0k | 171.05 |
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| At&t (T) | 0.0 | $513k | +3% | 21k | 24.84 |
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| Ishares Gold Tr Ishares New (IAU) | 0.0 | $512k | -2% | 6.3k | 81.17 |
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| Illinois Tool Works (ITW) | 0.0 | $505k | 2.0k | 246.30 |
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| Pepsi (PEP) | 0.0 | $499k | -10% | 3.5k | 143.52 |
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| Post Holdings Inc Common (POST) | 0.0 | $498k | 5.0k | 99.05 |
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| Parker-Hannifin Corporation (PH) | 0.0 | $497k | 565.00 | 878.96 |
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| F5 Networks (FFIV) | 0.0 | $490k | 1.9k | 255.26 |
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| Ecolab (ECL) | 0.0 | $486k | +2% | 1.9k | 262.52 |
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| Capital One Financial (COF) | 0.0 | $466k | +23% | 1.9k | 242.36 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $459k | -30% | 5.1k | 89.43 |
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| Hilton Worldwide Holdings (HLT) | 0.0 | $458k | +6% | 1.6k | 287.25 |
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| Southern Company (SO) | 0.0 | $457k | +14% | 5.2k | 87.20 |
|
| Jacobs Engineering Group (J) | 0.0 | $451k | +4% | 3.4k | 132.46 |
|
| Ishares Tr Core 80/20 Aggre (AOA) | 0.0 | $449k | -30% | 5.0k | 89.56 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $442k | -3% | 17k | 26.23 |
|
| Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) | 0.0 | $442k | -21% | 18k | 24.33 |
|
| Ishares Tr Global 100 Etf (IOO) | 0.0 | $440k | 3.5k | 126.67 |
|
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $440k | 14k | 30.96 |
|
|
| Lam Research Corp Com New (LRCX) | 0.0 | $437k | +7% | 2.6k | 171.18 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $431k | 2.0k | 212.07 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $429k | 3.5k | 123.26 |
|
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.0 | $423k | 2.6k | 161.63 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $420k | 2.1k | 198.62 |
|
|
| Franklin Bsp Rlty Tr Common Stock (FBRT) | 0.0 | $415k | -2% | 41k | 10.03 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $413k | +41% | 1.3k | 322.94 |
|
| Chubb (CB) | 0.0 | $412k | +7% | 1.3k | 312.12 |
|
| Brown & Brown (BRO) | 0.0 | $399k | +5% | 5.0k | 79.70 |
|
| Select Sector Spdr Tr State Street Con (XLP) | 0.0 | $398k | -9% | 5.1k | 77.68 |
|
| Intuit (INTU) | 0.0 | $398k | +5% | 600.00 | 662.42 |
|
| Ishares Tr Ibonds Dec 27 (IBMP) | 0.0 | $396k | -11% | 16k | 25.39 |
|
| Kla Corp Com New (KLAC) | 0.0 | $395k | 325.00 | 1215.08 |
|
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $392k | 2.2k | 177.37 |
|
|
| Verizon Communications (VZ) | 0.0 | $391k | 9.6k | 40.73 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $386k | +3% | 1.1k | 349.99 |
|
| Ishares Tr Ibonds Dec 2029 (IBMR) | 0.0 | $386k | -29% | 15k | 25.43 |
|
| Servicenow (NOW) | 0.0 | $386k | +374% | 2.5k | 153.19 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $384k | -3% | 1.1k | 360.13 |
|
| Kkr & Co (KKR) | 0.0 | $382k | +2% | 3.0k | 127.48 |
|
| Union Pacific Corporation (UNP) | 0.0 | $381k | -4% | 1.6k | 231.32 |
|
| Golub Capital BDC (GBDC) | 0.0 | $377k | 28k | 13.57 |
|
|
| Ishares Tr Esg Optimized (SUSA) | 0.0 | $375k | 2.7k | 139.35 |
|
|
| Starbucks Corporation (SBUX) | 0.0 | $372k | +7% | 4.4k | 84.21 |
|
| Uber Technologies (UBER) | 0.0 | $371k | -6% | 4.5k | 81.71 |
|
| Analog Devices (ADI) | 0.0 | $361k | +4% | 1.3k | 271.20 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $360k | 1.3k | 279.14 |
|
|
| Alliant Energy Corporation (LNT) | 0.0 | $356k | 5.5k | 65.01 |
|
|
| Williams-Sonoma (WSM) | 0.0 | $354k | 2.0k | 178.59 |
|
|
| Palo Alto Networks (PANW) | 0.0 | $351k | -10% | 1.9k | 184.20 |
|
| Spotify Technology S A SHS (SPOT) | 0.0 | $351k | -11% | 604.00 | 580.71 |
|
| Global X Fds Data Ctr & Digit (DTCR) | 0.0 | $346k | 16k | 21.10 |
|
|
| Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) | 0.0 | $342k | 12k | 27.62 |
|
|
| Vanguard World Consum Stp Etf (VDC) | 0.0 | $327k | 1.5k | 211.24 |
|
|
| 3M Company (MMM) | 0.0 | $327k | 2.0k | 160.10 |
|
|
| Ishares Tr Ibonds Dec 28 (IBMQ) | 0.0 | $325k | -22% | 13k | 25.57 |
|
| Corteva (CTVA) | 0.0 | $324k | +4% | 4.8k | 67.03 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $322k | +17% | 4.1k | 79.36 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $320k | 1.6k | 199.68 |
|
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $319k | -3% | 11k | 29.61 |
|
| Air Products & Chemicals (APD) | 0.0 | $318k | -5% | 1.3k | 247.02 |
|
| Boeing Company (BA) | 0.0 | $314k | -23% | 1.4k | 217.12 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $311k | +8% | 3.9k | 79.02 |
|
| Gilead Sciences (GILD) | 0.0 | $310k | +9% | 2.5k | 122.74 |
|
| General Dynamics Corporation (GD) | 0.0 | $309k | +2% | 919.00 | 336.66 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $306k | +2% | 3.7k | 82.02 |
|
| Profesionally Managed Portfo Akre Focus Etf (AKRE) | 0.0 | $304k | NEW | 4.6k | 65.51 |
|
| Metropcs Communications (TMUS) | 0.0 | $301k | -2% | 1.5k | 203.04 |
|
| Phillips 66 (PSX) | 0.0 | $299k | -67% | 2.3k | 129.04 |
|
| Schwab Strategic Tr Fundamental Intl (FNDC) | 0.0 | $298k | 6.7k | 44.55 |
|
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $295k | NEW | 382.00 | 771.87 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $293k | +10% | 2.5k | 117.21 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $292k | 4.2k | 69.42 |
|
|
| General Mills (GIS) | 0.0 | $290k | 6.2k | 46.50 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $286k | -5% | 380.00 | 753.65 |
|
| ConocoPhillips (COP) | 0.0 | $285k | -3% | 3.0k | 93.61 |
|
| Ishares Tr Msci India Etf (INDA) | 0.0 | $282k | 5.2k | 54.05 |
|
|
| Blackstone Secd Lending Common Stock (BXSL) | 0.0 | $282k | 11k | 26.33 |
|
|
| Fastenal Company (FAST) | 0.0 | $281k | -2% | 7.0k | 40.13 |
|
| Unilever Spon Adr New (UL) | 0.0 | $280k | NEW | 4.3k | 65.40 |
|
| Shell Spon Ads (SHEL) | 0.0 | $276k | +3% | 3.8k | 73.48 |
|
| Toyota Motor Corp Ads (TM) | 0.0 | $273k | 1.3k | 214.03 |
|
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $272k | 1.8k | 148.98 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $272k | 937.00 | 290.20 |
|
|
| Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.0 | $269k | -8% | 5.7k | 46.71 |
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.0 | $267k | 3.8k | 69.47 |
|
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $267k | 2.6k | 102.54 |
|
|
| Emcor (EME) | 0.0 | $264k | -5% | 431.00 | 611.79 |
|
| Equity Residential Sh Ben Int (EQR) | 0.0 | $264k | 4.2k | 63.04 |
|
|
| Sea Sponsord Ads (SE) | 0.0 | $262k | -22% | 2.1k | 127.57 |
|
| Brilliant Earth Group Cl A Com (BRLT) | 0.0 | $260k | 148k | 1.75 |
|
|
| Credit Acceptance (CACC) | 0.0 | $259k | 583.00 | 443.46 |
|
|
| Vera Bradley (VRA) | 0.0 | $258k | +98% | 107k | 2.42 |
|
| Astrazeneca Sponsored Adr | 0.0 | $257k | +6% | 2.8k | 91.93 |
|
| Wisdomtree Tr Us Total Dividnd (DTD) | 0.0 | $255k | 3.0k | 84.88 |
|
|
| FedEx Corporation (FDX) | 0.0 | $254k | NEW | 879.00 | 288.86 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $250k | +3% | 439.00 | 570.21 |
|
| Medtronic SHS (MDT) | 0.0 | $250k | +2% | 2.6k | 96.06 |
|
| Moody's Corporation (MCO) | 0.0 | $249k | +3% | 488.00 | 510.85 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $247k | -6% | 9.0k | 27.43 |
|
| Camden Ppty Tr Sh Ben Int (CPT) | 0.0 | $245k | +7% | 2.2k | 110.08 |
|
| Ishares Tr Ibonds Dec 26 (IBMO) | 0.0 | $240k | -14% | 9.3k | 25.64 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $239k | -10% | 509.00 | 468.76 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $238k | +22% | 8.0k | 29.89 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $237k | -32% | 753.00 | 314.80 |
|
| Rollins (ROL) | 0.0 | $235k | +8% | 3.9k | 60.03 |
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.0 | $233k | 1.8k | 129.16 |
|
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.0 | $232k | NEW | 2.9k | 78.67 |
|
| Tapestry (TPR) | 0.0 | $231k | 1.8k | 127.77 |
|
|
| Sap Se Spon Adr (SAP) | 0.0 | $226k | -10% | 929.00 | 242.91 |
|
| Kinder Morgan (KMI) | 0.0 | $225k | -2% | 8.2k | 27.49 |
|
| Applovin Corp Com Cl A (APP) | 0.0 | $220k | NEW | 327.00 | 673.82 |
|
| Yum! Brands (YUM) | 0.0 | $220k | +3% | 1.5k | 151.28 |
|
| Broadstone Net Lease (BNL) | 0.0 | $220k | 13k | 17.37 |
|
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $218k | 8.0k | 27.21 |
|
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $217k | 2.2k | 96.88 |
|
|
| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.0 | $216k | NEW | 4.7k | 45.84 |
|
| PNC Financial Services (PNC) | 0.0 | $216k | 1.0k | 208.73 |
|
|
| Williams Companies (WMB) | 0.0 | $215k | NEW | 3.6k | 60.11 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $215k | 1.5k | 141.06 |
|
|
| S&p Global (SPGI) | 0.0 | $215k | NEW | 411.00 | 522.59 |
|
| Constellation Energy (CEG) | 0.0 | $214k | NEW | 606.00 | 353.27 |
|
| Greenbrier Companies (GBX) | 0.0 | $213k | +3% | 4.6k | 46.74 |
|
| Amphenol Corp Cl A (APH) | 0.0 | $212k | NEW | 1.6k | 135.14 |
|
| McKesson Corporation (MCK) | 0.0 | $212k | NEW | 258.00 | 820.29 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $211k | NEW | 465.00 | 453.36 |
|
| Paypal Holdings (PYPL) | 0.0 | $211k | 3.6k | 58.38 |
|
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.0 | $210k | +86% | 4.7k | 44.71 |
|
| IDEXX Laboratories (IDXX) | 0.0 | $210k | NEW | 310.00 | 676.53 |
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.0 | $208k | 1.6k | 132.37 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $205k | NEW | 3.8k | 53.94 |
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $204k | NEW | 1.7k | 119.75 |
|
| Te Connectivity Ord Shs (TEL) | 0.0 | $202k | NEW | 887.00 | 227.51 |
|
| Paychex (PAYX) | 0.0 | $202k | -15% | 1.8k | 112.18 |
|
| Tyson Foods Cl A (TSN) | 0.0 | $201k | NEW | 3.4k | 58.62 |
|
| Arista Networks Com Shs (ANET) | 0.0 | $200k | -2% | 1.5k | 131.03 |
|
| Ford Motor Company (F) | 0.0 | $131k | -24% | 10k | 13.12 |
|
| Banco Santander Sa Adr (SAN) | 0.0 | $124k | NEW | 11k | 11.73 |
|
| Mizuho Financial Group Sponsored Adr (MFG) | 0.0 | $94k | NEW | 13k | 7.32 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $58k | +8% | 11k | 5.30 |
|
Past Filings by Klingman & Associates
SEC 13F filings are viewable for Klingman & Associates going back to 2015
- Klingman & Associates 2025 Q4 filed Jan. 29, 2026
- Klingman & Associates 2025 Q3 filed Oct. 27, 2025
- Klingman & Associates 2025 Q2 filed July 30, 2025
- Klingman & Associates 2025 Q1 filed May 13, 2025
- Klingman & Associates 2024 Q4 filed Jan. 31, 2025
- Klingman & Associates 2024 Q3 filed Nov. 1, 2024
- Klingman & Associates 2024 Q2 filed July 30, 2024
- Klingman & Associates 2024 Q1 filed May 1, 2024
- Klingman & Associates 2023 Q4 filed Jan. 29, 2024
- Klingman & Associates 2023 Q3 filed Oct. 30, 2023
- Klingman & Associates 2023 Q2 filed July 31, 2023
- Klingman & Associates 2023 Q1 filed May 3, 2023
- Klingman & Associates 2022 Q4 filed Feb. 3, 2023
- Klingman & Associates 2022 Q3 filed Oct. 28, 2022
- Klingman & Associates 2022 Q2 filed July 27, 2022
- Klingman & Associates 2022 Q1 filed May 6, 2022