Klingman & Associates, LLC

Klingman & Associates, LLC reported 350 holdings worth US$2.35B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 29, 2026

Klingman & Associates, LLC reported 350 holdings worth US$2.35B as of Jun 30, 2026. Largest: Apple Inc, Citizens Financial Group, Inc. and Alphabet Inc (google) Class C. Filed Jul 29, 2026 (Form 13F).

Holdings
350
Value as reported
US$2.35B

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc264KUS$76.4M3.3%
Citizens Financial Group, Inc.410KUS$28.7M1.2%
Alphabet Inc (google) Class C59,074US$21.1M0.90%
Datadog, Inc.67,523US$17.6M0.75%
Amazon.com, Inc.61,796US$14.7M0.63%
Microsoft Corp.37,765US$14.1M0.60%
Nvidia Corporation69,645US$13.9M0.59%
Jp Morgan Chase & Co.26,178US$8.57M0.36%
Berkshire Hathaway Inc.15,430US$7.72M0.33%
Applied Materials, Inc.10,507US$7.6M0.32%
Jones Lang Lasalle Incorporated19,041US$5.9M0.25%
Broadcom Inc.14,435US$5.45M0.23%
Exxon Mobil Corporation39,028US$5.34M0.23%
Johnson & Johnson17,448US$4.43M0.19%
Meta Platforms, Inc.7,055US$3.97M0.17%
Mastercard Incorporated7,493US$3.85M0.16%
Crocs, Inc.31,670US$3.82M0.16%
Ge Aerospace9,785US$3.66M0.16%
Tesla, Inc.8,221US$3.46M0.15%
Abbvie Inc.13,168US$3.31M0.14%
Micron Technology, Inc.2,869US$3.31M0.14%
Lamar Advertising Company20,373US$3.18M0.14%
Costco Wholesale Corporation3,349US$3.13M0.13%
Caterpillar, Inc.2,885US$3.07M0.13%
Ge Vernova Inc.2,608US$3.06M0.13%
Visa Inc.8,812US$3.02M0.13%
Eli Lilly And Company2,410US$2.89M0.12%
Citigroup, Inc.19,135US$2.68M0.11%
Intel Corporation18,726US$2.61M0.11%
Advanced Micro Devices Inc4,245US$2.47M0.10%
Tjx Companies, Inc. (the)15,154US$2.3M0.10%
Procter & Gamble Company (the)15,323US$2.25M0.10%
Home Depot, Inc. (the)6,068US$2.14M0.09%
Oracle Corporation14,244US$2.09M0.09%
Corning Incorporated8,068US$2.06M0.09%
Walmart Inc.17,466US$1.98M0.08%
Cisco Systems, Inc.16,227US$1.91M0.08%
Raymond James Financial, Inc.11,468US$1.74M0.07%
United Bankshares, Inc.35,398US$1.62M0.07%
Blackstone Inc.13,588US$1.6M0.07%
Nextera Energy, Inc.18,203US$1.6M0.07%
Taiwan Semiconductor Manufacturing Co., Ltd.3,302US$1.58M0.07%
Coca-cola Company (the)19,130US$1.55M0.07%
Lowe's Companies, Inc.6,968US$1.54M0.07%
Goldman Sachs Group, Inc. (the)1,494US$1.51M0.06%
Deere & Company2,373US$1.51M0.06%
Automatic Data Processing, Inc.6,689US$1.5M0.06%
International Business Machines Corporation4,962US$1.4M0.06%
Texas Instruments Incorporated4,677US$1.39M0.06%
Lam Research Corporation3,152US$1.37M0.06%
Mcdonald's Corporation5,012US$1.35M0.06%
Merck & Company, Inc.10,463US$1.34M0.06%
Asml Holding Nv671US$1.33M0.06%
Hubbell Inc2,541US$1.33M0.06%
Morgan Stanley6,070US$1.27M0.05%
Philip Morris International Inc6,554US$1.19M0.05%
Chevron Corporation7,002US$1.16M0.05%
Bank Of America Corporation19,566US$1.11M0.05%
Rtx Corporation5,716US$1.08M0.05%
Kla Corporation3,516US$1.06M0.05%
Abbott Laboratories11,281US$1.02M0.04%
Walt Disney Company (the)10,162US$978K0.04%
Netflix, Inc.13,652US$975K0.04%
Lockheed Martin Corporation1,899US$967K0.04%
O'reilly Automotive, Inc.10,461US$963K0.04%
Csx Corporation20,217US$961K0.04%
Thermo Fisher Scientific Inc1,896US$951K0.04%
Sandisk Corporation411US$935K0.04%
American Express Company2,760US$934K0.04%
Palo Alto Networks, Inc.2,647US$903K0.04%
Compass, Inc.70,439US$869K0.04%
Ross Stores, Inc.4,016US$855K0.04%
Emerson Electric Company5,970US$855K0.04%
United Rentals, Inc.745US$844K0.04%
Unitedhealth Group Incorporated2,021US$840K0.04%
Blackrock, Inc.871US$838K0.04%
Altria Group, Inc.11,624US$836K0.04%
Cummins Inc.1,164US$830K0.04%
Wells Fargo & Company9,992US$826K0.04%
Coupang, Inc.46,663US$811K0.03%
F5, Inc.1,931US$803K0.03%
Amgen Inc.2,140US$775K0.03%
Consolidated Edison, Inc.6,711US$742K0.03%
Charles Schwab Corporation (the)7,948US$733K0.03%
Truist Financial Corporation14,520US$723K0.03%
Novartis Ag4,523US$709K0.03%
Pfizer, Inc.28,237US$680K0.03%
Intuitive Surgical, Inc.1,665US$662K0.03%
Progressive Corporation (the)2,998US$655K0.03%
Booking Holdings Inc. Common Stock3,671US$654K0.03%
The Hershey Company3,713US$651K0.03%
Vera Bradley, Inc.160KUS$623K0.03%
Western Digital Corporation972US$621K0.03%
L3harris Technologies, Inc.2,046US$595K0.03%
Parker-hannifin Corporation598US$585K0.02%
Norfolk Southern Corporation1,851US$582K0.02%
Qualcomm Incorporated3,134US$579K0.02%
Ecolab Inc.2,062US$574K0.02%
Illinois Tool Works Inc.2,074US$561K0.02%
Analog Devices, Inc.1,372US$545K0.02%

Every holding of Klingman & Associates, LLC

Source

View original at SEC

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