Klingman & Associates
Latest statistics and disclosures from Klingman & Associates's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, VTIP, IJH, IEFA, VEA, and represent 35.67% of Klingman & Associates's stock portfolio.
- Added to shares of these 10 stocks: VTIP (+$9.4M), IEFA, IJH, RWL, IVV, IWF, VUG, VEA, IBDX, HDV.
- Started 33 new stock positions in APP, INDA, WIT, TGT, MPWR, CDNS, JBL, ICF, GOLF, UBS.
- Reduced shares in these 10 stocks: JMST (-$5.4M), DDOG, CFG, MDYG, MDYV, PJT, AAPL, SOXX, VWO, IBMV.
- Sold out of its positions in BRK.A, BRLT, CMCSA, CRWD, DOW, Honeywell International, INTU, EFV, IBMV, MCK. NEM, PJT, POST, WM, MDT.
- Klingman & Associates was a net buyer of stock by $22M.
- Klingman & Associates has $2.3B in assets under management (AUM), dropping by 12.43%.
- Central Index Key (CIK): 0001662449
Tip: Access up to 7 years of quarterly data
Positions held by Klingman & Associates consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Klingman & Associates
Klingman & Associates holds 350 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 16.9 | $398M | 531k | 748.89 |
|
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 5.6 | $131M | +7% | 2.6M | 50.23 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 5.3 | $124M | +3% | 1.6M | 77.11 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 4.1 | $97M | +4% | 1.0M | 96.58 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 3.8 | $89M | +2% | 1.2M | 71.25 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 3.8 | $89M | 597k | 148.31 |
|
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 3.7 | $86M | 115k | 746.77 |
|
|
| Spdr Series Trust ST STR P500GRW (SPYG) | 3.3 | $77M | 647k | 118.99 |
|
|
| Apple (AAPL) | 3.3 | $76M | -2% | 264k | 289.36 |
|
| Spdr Series Trust St Str P500val (SPYV) | 3.0 | $71M | 1.2M | 60.79 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 2.5 | $59M | 984k | 59.69 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) | 1.9 | $45M | +7% | 354k | 127.76 |
|
| Ishares Core Msci Emkt (IEMG) | 1.8 | $42M | +3% | 501k | 82.84 |
|
| Ishares Tr Ibonds Dec 29 (IBDU) | 1.6 | $38M | +2% | 1.6M | 23.16 |
|
| Ishares Tr Ibonds Dec 2030 (IBDV) | 1.6 | $37M | +3% | 1.7M | 21.80 |
|
| Ishares Tr Ibonds Dec 2031 (IBDW) | 1.6 | $37M | +3% | 1.8M | 20.84 |
|
| Ishares Tr Msci Usa Min Etf (USMV) | 1.5 | $34M | 355k | 96.46 |
|
|
| Spdr Series Trust ST STR SP400GRW (MDYG) | 1.4 | $33M | -8% | 298k | 112.09 |
|
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 1.4 | $33M | 614k | 54.03 |
|
|
| Ishares Tr Ibds Dec28 Etf (IBDT) | 1.4 | $33M | 1.3M | 25.25 |
|
|
| Spdr Series Trust St Str Sp400val (MDYV) | 1.4 | $32M | -7% | 341k | 94.85 |
|
| Spdr Series Trust ST STR SP600SM C (SLYV) | 1.3 | $31M | 280k | 109.11 |
|
|
| Ishares Tr Ibonds Dec 2032 (IBDX) | 1.3 | $30M | +8% | 1.2M | 25.19 |
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 1.2 | $29M | 42k | 703.34 |
|
|
| Citizens Financial (CFG) | 1.2 | $29M | -10% | 410k | 70.07 |
|
| Spdr Series Trust St Str Sp Div (SDY) | 1.2 | $29M | 187k | 152.18 |
|
|
| Spdr Series Trust St Str Sp600grwo (SLYG) | 1.0 | $24M | 204k | 119.13 |
|
|
| Ishares Tr Ibonds 27 Etf (IBDS) | 1.0 | $23M | -2% | 960k | 24.22 |
|
| Datadog Cl A Com (DDOG) | 0.7 | $18M | -17% | 68k | 260.36 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.7 | $17M | 45k | 370.04 |
|
|
| Amazon (AMZN) | 0.6 | $15M | +5% | 62k | 238.34 |
|
| Microsoft Corporation (MSFT) | 0.6 | $14M | 38k | 373.02 |
|
|
| NVIDIA Corporation (NVDA) | 0.6 | $14M | +4% | 70k | 200.09 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.5 | $13M | 155k | 82.27 |
|
|
| Ishares Tr New York Mun Etf (NYF) | 0.5 | $13M | 236k | 53.91 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $11M | 32k | 353.33 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $9.9M | 28k | 357.37 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $9.3M | 31k | 300.45 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.4 | $8.9M | 22k | 409.50 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $8.6M | 26k | 327.33 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $7.8M | 11k | 686.81 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $7.7M | +11% | 15k | 500.39 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.3 | $7.7M | -14% | 12k | 640.76 |
|
| Applied Materials (AMAT) | 0.3 | $7.6M | 11k | 723.00 |
|
|
| Flexshares Tr Iboxx 3r Targt (TDTT) | 0.3 | $6.3M | 264k | 23.91 |
|
|
| Jones Lang LaSalle Incorporated (JLL) | 0.3 | $5.9M | 19k | 309.95 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $5.6M | 58k | 96.43 |
|
|
| Broadcom (AVGO) | 0.2 | $5.5M | +3% | 14k | 377.74 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $5.3M | 39k | 136.72 |
|
|
| Ishares Tr Select Divid Etf (DVY) | 0.2 | $5.0M | 32k | 156.30 |
|
|
| Johnson & Johnson (JNJ) | 0.2 | $4.4M | -3% | 17k | 253.97 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.2 | $4.4M | -2% | 63k | 69.90 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.2 | $4.1M | 55k | 74.90 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $4.0M | 48k | 83.75 |
|
|
| Meta Platforms Cl A (META) | 0.2 | $4.0M | +5% | 7.1k | 563.31 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $3.8M | -3% | 7.5k | 513.60 |
|
| Crocs (CROX) | 0.2 | $3.8M | +5% | 32k | 120.64 |
|
| Ge Aerospace Com New (GE) | 0.2 | $3.7M | +2% | 9.8k | 373.73 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $3.6M | +300% | 29k | 124.17 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.2 | $3.6M | 66k | 54.02 |
|
|
| Tesla Motors (TSLA) | 0.1 | $3.5M | 8.2k | 420.60 |
|
|
| Abbvie (ABBV) | 0.1 | $3.3M | 13k | 251.64 |
|
|
| Micron Technology (MU) | 0.1 | $3.3M | +11% | 2.9k | 1154.29 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $3.3M | 32k | 103.88 |
|
|
| Lamar Advertising Cl A (LAMR) | 0.1 | $3.2M | 20k | 155.98 |
|
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $3.2M | 14k | 221.20 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $3.2M | 10k | 303.12 |
|
|
| Costco Wholesale Corporation (COST) | 0.1 | $3.1M | -2% | 3.3k | 935.47 |
|
| Caterpillar (CAT) | 0.1 | $3.1M | +2% | 2.9k | 1064.90 |
|
| Ge Vernova (GEV) | 0.1 | $3.1M | +2% | 2.6k | 1174.86 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $3.1M | +447% | 35k | 86.14 |
|
| Visa Com Cl A (V) | 0.1 | $3.0M | -3% | 8.8k | 343.09 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $2.9M | 14k | 212.77 |
|
|
| Eli Lilly & Co. (LLY) | 0.1 | $2.9M | +4% | 2.4k | 1199.43 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.1 | $2.8M | 30k | 95.44 |
|
|
| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $2.8M | +399% | 101k | 27.41 |
|
| Citigroup Com New (C) | 0.1 | $2.7M | 19k | 139.96 |
|
|
| Intel Corporation (INTC) | 0.1 | $2.6M | +7% | 19k | 139.63 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $2.6M | 12k | 217.92 |
|
|
| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $2.5M | -3% | 6.9k | 365.87 |
|
| Advanced Micro Devices (AMD) | 0.1 | $2.5M | +7% | 4.2k | 580.91 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.1 | $2.4M | 48k | 50.57 |
|
|
| TJX Companies (TJX) | 0.1 | $2.3M | 15k | 151.50 |
|
|
| Procter & Gamble Company (PG) | 0.1 | $2.2M | 15k | 146.64 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $2.2M | +2% | 3.0k | 736.40 |
|
| Home Depot (HD) | 0.1 | $2.1M | -2% | 6.1k | 352.68 |
|
| Oracle Corporation (ORCL) | 0.1 | $2.1M | -2% | 14k | 146.55 |
|
| Corning Incorporated (GLW) | 0.1 | $2.1M | 8.1k | 255.43 |
|
|
| Ishares Tr Ibonds Dec 2033 (IBDY) | 0.1 | $2.0M | NEW | 79k | 25.75 |
|
| Wal-Mart Stores (WMT) | 0.1 | $2.0M | +4% | 18k | 113.26 |
|
| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.1 | $1.9M | 15k | 130.40 |
|
|
| Cisco Systems (CSCO) | 0.1 | $1.9M | +3% | 16k | 117.46 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $1.9M | 7.8k | 242.99 |
|
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.1 | $1.9M | -3% | 22k | 87.71 |
|
| Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK) | 0.1 | $1.9M | 13k | 146.26 |
|
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $1.8M | +2% | 32k | 55.01 |
|
| Raymond James Financial (RJF) | 0.1 | $1.7M | -6% | 12k | 152.03 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $1.7M | -2% | 10k | 164.27 |
|
| Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) | 0.1 | $1.7M | 28k | 59.50 |
|
|
| United Bankshares (UBSI) | 0.1 | $1.6M | +14% | 35k | 45.83 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $1.6M | 4.4k | 365.68 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $1.6M | 14k | 117.67 |
|
|
| Nextera Energy (NEE) | 0.1 | $1.6M | 18k | 87.77 |
|
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $1.6M | +2% | 3.3k | 477.57 |
|
| Coca-Cola Company (KO) | 0.1 | $1.6M | -9% | 19k | 81.27 |
|
| Lowe's Companies (LOW) | 0.1 | $1.5M | +106% | 7.0k | 220.49 |
|
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.1 | $1.5M | 11k | 137.54 |
|
|
| Goldman Sachs (GS) | 0.1 | $1.5M | +2% | 1.5k | 1011.12 |
|
| Deere & Company (DE) | 0.1 | $1.5M | 2.4k | 634.33 |
|
|
| Automatic Data Processing (ADP) | 0.1 | $1.5M | 6.7k | 223.95 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $1.5M | -2% | 14k | 110.32 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $1.5M | 9.3k | 158.03 |
|
|
| International Business Machines (IBM) | 0.1 | $1.4M | 5.0k | 281.21 |
|
|
| Texas Instruments Incorporated (TXN) | 0.1 | $1.4M | 4.7k | 298.07 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $1.4M | 20k | 68.41 |
|
|
| Lam Research Corp Com New (LRCX) | 0.1 | $1.4M | +8% | 3.2k | 433.33 |
|
| McDonald's Corporation (MCD) | 0.1 | $1.4M | -7% | 5.0k | 270.31 |
|
| Merck & Co (MRK) | 0.1 | $1.3M | 11k | 128.50 |
|
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $1.3M | +11% | 671.00 | 1989.44 |
|
| Hubbell (HUBB) | 0.1 | $1.3M | 2.5k | 523.20 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $1.3M | -2% | 47k | 27.70 |
|
| Ishares U S Etf Tr Shor Dura Bd Etf (NEAR) | 0.1 | $1.3M | -36% | 26k | 50.66 |
|
| J P Morgan Exchange Traded F Flexi Debt Etf (JFLX) | 0.1 | $1.3M | 25k | 50.40 |
|
|
| Morgan Stanley Com New (MS) | 0.1 | $1.3M | -10% | 6.1k | 209.04 |
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.1 | $1.2M | +27% | 6.5k | 190.52 |
|
| Philip Morris International (PM) | 0.1 | $1.2M | +3% | 6.6k | 180.92 |
|
| Chevron Corporation (CVX) | 0.0 | $1.2M | +5% | 7.0k | 165.76 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $1.1M | -3% | 15k | 75.51 |
|
| Bank of America Corporation (BAC) | 0.0 | $1.1M | +5% | 20k | 56.98 |
|
| Dimensional Etf Trust Inflation Prote (DFIP) | 0.0 | $1.1M | 27k | 41.26 |
|
|
| Raytheon Technologies Corp (RTX) | 0.0 | $1.1M | 5.7k | 189.73 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $1.1M | 2.9k | 368.38 |
|
|
| Kla Corp Com New (KLAC) | 0.0 | $1.1M | +931% | 3.5k | 301.71 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.0 | $1.1M | -48% | 11k | 100.81 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.0 | $1.0M | 8.3k | 124.76 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $1.0M | -13% | 4.4k | 236.60 |
|
| Abbott Laboratories (ABT) | 0.0 | $1.0M | -7% | 11k | 90.74 |
|
| Walt Disney Company (DIS) | 0.0 | $978k | +54% | 10k | 96.25 |
|
| Netflix (NFLX) | 0.0 | $975k | -19% | 14k | 71.40 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $968k | 1.9k | 509.46 |
|
|
| O'reilly Automotive (ORLY) | 0.0 | $963k | -10% | 11k | 92.09 |
|
| CSX Corporation (CSX) | 0.0 | $961k | 20k | 47.53 |
|
|
| Dimensional Etf Trust Us Equi Mark Etf (DFUS) | 0.0 | $961k | 12k | 81.94 |
|
|
| Thermo Fisher Scientific (TMO) | 0.0 | $951k | -2% | 1.9k | 501.36 |
|
| Sandisk Corp (SNDK) | 0.0 | $935k | +13% | 411.00 | 2273.73 |
|
| American Express Company (AXP) | 0.0 | $934k | +2% | 2.8k | 338.25 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $917k | +33% | 1.4k | 655.89 |
|
| Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PDN) | 0.0 | $914k | -4% | 20k | 44.98 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $911k | 7.3k | 124.42 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $906k | 31k | 29.43 |
|
|
| Palo Alto Networks (PANW) | 0.0 | $903k | +4% | 2.6k | 341.02 |
|
| Compass Cl A (COMP) | 0.0 | $869k | 70k | 12.33 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $861k | +3% | 10k | 85.49 |
|
| Ross Stores (ROST) | 0.0 | $855k | 4.0k | 212.85 |
|
|
| Emerson Electric (EMR) | 0.0 | $855k | +2% | 6.0k | 143.15 |
|
| United Rentals (URI) | 0.0 | $844k | +7% | 745.00 | 1132.89 |
|
| UnitedHealth (UNH) | 0.0 | $840k | +8% | 2.0k | 415.63 |
|
| Linde SHS (LIN) | 0.0 | $839k | +2% | 1.6k | 518.94 |
|
| Blackrock (BLK) | 0.0 | $838k | 871.00 | 961.56 |
|
|
| Altria (MO) | 0.0 | $836k | +2% | 12k | 71.95 |
|
| Cummins (CMI) | 0.0 | $830k | 1.2k | 713.21 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $826k | -4% | 10k | 82.64 |
|
| Coupang Cl A (CPNG) | 0.0 | $811k | 47k | 17.37 |
|
|
| F5 Networks (FFIV) | 0.0 | $803k | 1.9k | 415.96 |
|
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.0 | $780k | -87% | 15k | 51.00 |
|
| Amgen (AMGN) | 0.0 | $775k | +2% | 2.1k | 362.12 |
|
| Consolidated Edison (ED) | 0.0 | $742k | 6.7k | 110.63 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $733k | -5% | 7.9k | 92.27 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $723k | +4% | 15k | 49.82 |
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.0 | $712k | 15k | 48.12 |
|
|
| Novartis Sponsored Adr (NVS) | 0.0 | $709k | +5% | 4.5k | 156.72 |
|
| Pfizer (PFE) | 0.0 | $680k | 28k | 24.08 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $662k | +37% | 1.7k | 397.68 |
|
| Progressive Corporation (PGR) | 0.0 | $655k | +2% | 3.0k | 218.45 |
|
| Booking Holdings (BKNG) | 0.0 | $654k | +2331% | 3.7k | 178.24 |
|
| Hershey Company (HSY) | 0.0 | $651k | 3.7k | 175.45 |
|
|
| Vera Bradley (VRA) | 0.0 | $623k | +49% | 160k | 3.89 |
|
| Western Digital (WDC) | 0.0 | $621k | +2% | 972.00 | 638.72 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $611k | -63% | 7.4k | 82.11 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $609k | +3% | 631.00 | 965.00 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $607k | -4% | 2.5k | 242.43 |
|
| Ishares Tr Core Msci Intl (IDEV) | 0.0 | $601k | 6.7k | 89.01 |
|
|
| L3harris Technologies (LHX) | 0.0 | $595k | 2.0k | 290.59 |
|
|
| Parker-Hannifin Corporation (PH) | 0.0 | $585k | +2% | 598.00 | 978.12 |
|
| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.0 | $583k | +11% | 11k | 53.11 |
|
| Norfolk Southern (NSC) | 0.0 | $582k | 1.9k | 314.59 |
|
|
| Qualcomm (QCOM) | 0.0 | $579k | +23% | 3.1k | 184.79 |
|
| Ecolab (ECL) | 0.0 | $575k | +10% | 2.1k | 278.61 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $566k | +924% | 4.7k | 119.52 |
|
| Illinois Tool Works (ITW) | 0.0 | $561k | 2.1k | 270.47 |
|
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.0 | $553k | 3.6k | 154.29 |
|
|
| BlackRock Floating Rate Income Strat. Fn (FRA) | 0.0 | $546k | +3% | 50k | 10.99 |
|
| Analog Devices (ADI) | 0.0 | $545k | 1.4k | 397.17 |
|
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $543k | 1.6k | 330.46 |
|
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $540k | 9.3k | 58.20 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $537k | -15% | 2.4k | 227.06 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $525k | 4.5k | 116.67 |
|
|
| Danaher Corporation (DHR) | 0.0 | $522k | +16% | 2.7k | 190.48 |
|
| Verizon Communications (VZ) | 0.0 | $516k | +2% | 12k | 42.34 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $505k | 3.7k | 137.53 |
|
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $504k | 1.3k | 393.87 |
|
|
| Global X Fds Data Ctr Dig Etf (DTCR) | 0.0 | $499k | 16k | 30.37 |
|
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $490k | 5.1k | 95.62 |
|
|
| Ishares Tr Core 80 20 Etf (AOA) | 0.0 | $489k | 5.0k | 97.60 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $488k | 17k | 28.96 |
|
|
| Southern Company (SO) | 0.0 | $480k | 5.0k | 95.71 |
|
|
| Williams-Sonoma (WSM) | 0.0 | $480k | 2.1k | 233.10 |
|
|
| Starbucks Corporation (SBUX) | 0.0 | $480k | +2% | 4.7k | 102.19 |
|
| Ishares Tr Global 100 Etf (IOO) | 0.0 | $475k | 3.5k | 136.60 |
|
|
| ViaSat (VSAT) | 0.0 | $473k | NEW | 5.3k | 89.81 |
|
| Chubb (CB) | 0.0 | $472k | 1.4k | 340.74 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $464k | -13% | 2.1k | 219.43 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $461k | -5% | 14k | 33.84 |
|
| At&t (T) | 0.0 | $451k | 22k | 20.70 |
|
|
| Ishares Tr Ibonds Dec2026 (IBDR) | 0.0 | $446k | 18k | 24.23 |
|
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $428k | -2% | 2.2k | 197.60 |
|
| Alliant Energy Corporation (LNT) | 0.0 | $424k | 5.6k | 76.29 |
|
|
| Franklin Bsp Rlty Tr Common Stock (FBRT) | 0.0 | $424k | +24% | 52k | 8.14 |
|
| Stryker Corporation (SYK) | 0.0 | $422k | -14% | 1.3k | 314.84 |
|
| Corteva (CTVA) | 0.0 | $422k | 5.0k | 84.69 |
|
|
| Ishares Tr Esg Optimized (SUSA) | 0.0 | $420k | 2.7k | 154.30 |
|
|
| Pepsi (PEP) | 0.0 | $417k | 3.1k | 135.40 |
|
|
| Capital One Financial (COF) | 0.0 | $415k | +5% | 2.1k | 200.62 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $407k | -4% | 13k | 30.49 |
|
| Jacobs Engineering Group (J) | 0.0 | $407k | 3.2k | 126.00 |
|
|
| Vanguard World Energy Etf (VDE) | 0.0 | $406k | -42% | 2.7k | 150.13 |
|
| Phillips 66 (PSX) | 0.0 | $405k | 2.4k | 169.05 |
|
|
| Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) | 0.0 | $403k | 17k | 24.31 |
|
|
| Etsy (ETSY) | 0.0 | $400k | -43% | 5.3k | 75.33 |
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.0 | $399k | +4% | 3.6k | 111.31 |
|
| Air Products & Chemicals (APD) | 0.0 | $397k | +3% | 1.4k | 293.18 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $388k | +2% | 4.2k | 91.68 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $382k | 1.2k | 306.30 |
|
|
| Qnity Electronics Common Stock (Q) | 0.0 | $381k | 2.3k | 163.31 |
|
|
| Select Sector Spdr Tr St Str Stapl Etf (XLP) | 0.0 | $381k | -7% | 4.6k | 83.07 |
|
| Amphenol Corp Cl A (APH) | 0.0 | $380k | +6% | 2.2k | 176.32 |
|
| Servicenow (NOW) | 0.0 | $380k | 3.8k | 99.28 |
|
|
| Dell Technologies CL C (DELL) | 0.0 | $375k | NEW | 870.00 | 431.46 |
|
| Credit Acceptance (CACC) | 0.0 | $374k | 587.00 | 636.74 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $372k | -7% | 1.5k | 252.23 |
|
| Union Pacific Corporation (UNP) | 0.0 | $360k | -20% | 1.3k | 272.00 |
|
| Golub Capital BDC (GBDC) | 0.0 | $358k | 28k | 12.88 |
|
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.0 | $356k | +12% | 3.7k | 95.09 |
|
| Arista Networks Com Shs (ANET) | 0.0 | $350k | +4% | 2.1k | 169.88 |
|
| General Dynamics Corporation (GD) | 0.0 | $349k | +3% | 986.00 | 354.24 |
|
| Fastenal Company (FAST) | 0.0 | $349k | 7.3k | 48.03 |
|
|
| ConocoPhillips (COP) | 0.0 | $347k | +3% | 3.3k | 103.96 |
|
| Uber Technologies (UBER) | 0.0 | $346k | -3% | 4.8k | 72.16 |
|
| Ishares Tr Ibonds Dec 2029 (IBMR) | 0.0 | $343k | -10% | 14k | 25.39 |
|
| 3M Company (MMM) | 0.0 | $342k | 2.1k | 161.91 |
|
|
| Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) | 0.0 | $338k | 12k | 27.33 |
|
|
| Gilead Sciences (GILD) | 0.0 | $337k | 2.7k | 126.34 |
|
|
| Emcor (EME) | 0.0 | $334k | -8% | 403.00 | 829.88 |
|
| Astrazeneca Ord (AZN) | 0.0 | $328k | +9% | 1.7k | 189.62 |
|
| Shell Spon Ads (SHEL) | 0.0 | $328k | +7% | 4.2k | 77.54 |
|
| Honeywell International (HON) | 0.0 | $328k | NEW | 1.5k | 223.82 |
|
| Vanguard World Consum Stp Etf (VDC) | 0.0 | $327k | 1.5k | 225.49 |
|
|
| Schwab Strategic Tr Fundamental Intl (FNDC) | 0.0 | $325k | 6.7k | 48.56 |
|
|
| Honeywell Aerospace (HONA) | 0.0 | $324k | NEW | 1.5k | 221.00 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $315k | -7% | 9.0k | 34.81 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $315k | +5% | 1.9k | 163.67 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $311k | 4.1k | 75.79 |
|
|
| Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.0 | $309k | 5.7k | 53.79 |
|
|
| Eaton Corp SHS (ETN) | 0.0 | $305k | +7% | 715.00 | 426.12 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $302k | +299% | 3.7k | 80.57 |
|
| Steel Dynamics (STLD) | 0.0 | $302k | 1.3k | 229.46 |
|
|
| Boeing Company (BA) | 0.0 | $301k | -5% | 1.4k | 216.47 |
|
| Kkr & Co (KKR) | 0.0 | $299k | +5% | 3.3k | 91.78 |
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.0 | $298k | 1.8k | 163.58 |
|
|
| salesforce (CRM) | 0.0 | $297k | -18% | 1.9k | 156.66 |
|
| Cadence Design Systems (CDNS) | 0.0 | $294k | NEW | 783.00 | 375.32 |
|
| Bhp Billiton Sponsored Ads (BHP) | 0.0 | $294k | +11% | 3.5k | 83.31 |
|
| S&p Global (SPGI) | 0.0 | $293k | NEW | 761.00 | 385.21 |
|
| Equity Residential Sh Ben Int (EQR) | 0.0 | $290k | 4.3k | 67.93 |
|
|
| Deutsche Bk Namen Akt (DB) | 0.0 | $289k | NEW | 8.5k | 33.76 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $288k | 9.1k | 31.71 |
|
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $287k | 2.6k | 110.15 |
|
|
| Williams Companies (WMB) | 0.0 | $284k | +2% | 3.8k | 74.34 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $283k | +2% | 2.2k | 126.58 |
|
| Wisdomtree Tr Us Total Dividnd (DTD) | 0.0 | $280k | 3.0k | 93.25 |
|
|
| Ishares Tr Ibonds Dec 27 (IBMP) | 0.0 | $279k | -4% | 11k | 25.42 |
|
| PNC Financial Services (PNC) | 0.0 | $278k | +4% | 1.1k | 246.22 |
|
| Kinder Morgan (KMI) | 0.0 | $277k | 8.7k | 31.97 |
|
|
| Spotify Technology S A SHS (SPOT) | 0.0 | $273k | -3% | 594.00 | 459.13 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $272k | +3% | 547.00 | 496.73 |
|
| FedEx Corporation (FDX) | 0.0 | $269k | 860.00 | 313.13 |
|
|
| Unilever Spon Adr New (UL) | 0.0 | $268k | +3% | 4.5k | 60.12 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $265k | +26% | 2.1k | 124.44 |
|
| Broadstone Net Lease (BNL) | 0.0 | $263k | 13k | 20.67 |
|
|
| Johnson Controls Internation SHS (JCI) | 0.0 | $263k | +4% | 1.8k | 146.11 |
|
| Applovin Corp Com Cl A (APP) | 0.0 | $262k | NEW | 509.00 | 515.23 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $259k | -2% | 753.00 | 343.91 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $258k | +3% | 1.0k | 255.67 |
|
| Strive Cl A Com (ASST) | 0.0 | $256k | -68% | 24k | 10.91 |
|
| Blackstone Secd Lending Common Stock (BXSL) | 0.0 | $254k | 11k | 23.71 |
|
|
| Moody's Corporation (MCO) | 0.0 | $254k | +6% | 561.00 | 452.92 |
|
| United Parcel Svcs CL B (UPS) | 0.0 | $252k | 2.3k | 107.50 |
|
|
| RBC Bearings Incorporated (RBC) | 0.0 | $252k | -3% | 391.00 | 644.06 |
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $249k | 8.0k | 31.10 |
|
|
| Profesionally Managed Portfo Akre Focus Etf (AKRE) | 0.0 | $247k | 4.6k | 53.19 |
|
|
| Ciena Corp Com New (CIEN) | 0.0 | $247k | NEW | 503.00 | 490.56 |
|
| Ishares Tr Ibonds Dec 28 (IBMQ) | 0.0 | $246k | -23% | 9.6k | 25.58 |
|
| Monolithic Power Systems (MPWR) | 0.0 | $246k | NEW | 178.00 | 1382.37 |
|
| Paychex (PAYX) | 0.0 | $246k | NEW | 2.5k | 98.33 |
|
| Trane Technologies SHS (TT) | 0.0 | $245k | NEW | 499.00 | 491.16 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $244k | NEW | 1.1k | 226.97 |
|
| Tapestry (TPR) | 0.0 | $243k | 1.7k | 146.38 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $241k | -36% | 2.3k | 103.45 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $240k | 4.2k | 57.62 |
|
|
| Yum! Brands (YUM) | 0.0 | $240k | 1.5k | 159.86 |
|
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $239k | 384.00 | 623.54 |
|
|
| Camden Ppty Tr Sh Ben Int (CPT) | 0.0 | $238k | 2.1k | 114.49 |
|
|
| Metropcs Communications (TMUS) | 0.0 | $238k | -14% | 1.4k | 167.73 |
|
| Marvell Technology (MRVL) | 0.0 | $238k | NEW | 800.00 | 297.89 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $234k | -2% | 1.5k | 156.95 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $229k | NEW | 4.8k | 47.94 |
|
| Travelers Companies (TRV) | 0.0 | $228k | NEW | 691.00 | 330.12 |
|
| Ishares Tr Msci India Etf (INDA) | 0.0 | $228k | NEW | 4.6k | 49.39 |
|
| Lumentum Hldgs (LITE) | 0.0 | $225k | NEW | 262.00 | 858.06 |
|
| Greenbrier Companies (GBX) | 0.0 | $224k | 4.6k | 49.01 |
|
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.0 | $223k | NEW | 1.6k | 141.89 |
|
| Enterprise Products Partners (EPD) | 0.0 | $223k | 6.1k | 36.76 |
|
|
| Wabtec Corporation (WAB) | 0.0 | $222k | 824.00 | 269.60 |
|
|
| Jabil Circuit (JBL) | 0.0 | $221k | NEW | 574.00 | 385.48 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $220k | -4% | 432.00 | 509.31 |
|
| Ishares Tr Msci Usa Value (VLUE) | 0.0 | $219k | NEW | 1.1k | 199.81 |
|
| Ubs Group SHS (UBS) | 0.0 | $218k | NEW | 4.4k | 49.56 |
|
| Global X Fds Glb X Mlp Enrg I (MLPX) | 0.0 | $215k | 2.9k | 73.65 |
|
|
| Target Corporation (TGT) | 0.0 | $213k | NEW | 1.6k | 130.61 |
|
| Toyota Motor Corp Ads (TM) | 0.0 | $213k | -6% | 1.3k | 168.47 |
|
| Us Bancorp Com New (USB) | 0.0 | $212k | NEW | 3.5k | 60.40 |
|
| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.0 | $212k | 4.7k | 44.85 |
|
|
| Watts Water Technologies Cl A (WTS) | 0.0 | $211k | NEW | 540.00 | 391.45 |
|
| Ishares Tr Select Us Reit (ICF) | 0.0 | $211k | NEW | 3.1k | 67.63 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $210k | -17% | 3.3k | 64.01 |
|
| CenterPoint Energy (CNP) | 0.0 | $210k | 4.8k | 44.04 |
|
|
| American Electric Power Company (AEP) | 0.0 | $209k | NEW | 1.5k | 136.81 |
|
| Tyson Foods Cl A (TSN) | 0.0 | $209k | +6% | 3.7k | 57.25 |
|
| American Tower Reit (AMT) | 0.0 | $209k | +6% | 1.3k | 163.57 |
|
| Fortinet (FTNT) | 0.0 | $208k | NEW | 1.4k | 153.62 |
|
| Totalenergies Se Act (TTE) | 0.0 | $204k | +9% | 2.6k | 77.76 |
|
| Acushnet Holdings Corp (GOLF) | 0.0 | $204k | NEW | 1.7k | 118.53 |
|
| NewMarket Corporation (NEU) | 0.0 | $203k | NEW | 257.00 | 791.24 |
|
| Sumitomo Mitsui Fin Grp Sponsored Adr (SMFG) | 0.0 | $202k | NEW | 8.6k | 23.58 |
|
| Apa Corporation (APA) | 0.0 | $202k | +2% | 6.2k | 32.57 |
|
| Banco Santander Sa Adr (SAN) | 0.0 | $186k | +15% | 13k | 13.80 |
|
| Ford Motor Company (F) | 0.0 | $146k | +2% | 11k | 13.90 |
|
| Mizuho Financial Group Sponsored Adr (MFG) | 0.0 | $146k | +7% | 15k | 9.58 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $77k | +17% | 13k | 5.83 |
|
| Wipro Spon Adr 1 Sh (WIT) | 0.0 | $33k | NEW | 15k | 2.25 |
|
Past Filings by Klingman & Associates
SEC 13F filings are viewable for Klingman & Associates going back to 2015
- Klingman & Associates 2026 Q2 filed July 29, 2026
- Klingman & Associates 2026 Q1 filed May 14, 2026
- 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