Holdings
Klingman & Associates, LLC
As of Jun 30, 2026, Klingman & Associates, LLC reported 200 positions worth US$391M. Largest: Apple Inc, Citizens Financial Group, Inc. and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 264K | US$76.4M | −5,865 | Jun 30, 2026 |
| Citizens Financial Group, Inc. | 410K | US$28.7M | −46,966 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 59,074 | US$21.1M | +780 | Jun 30, 2026 |
| Datadog, Inc. | 67,523 | US$17.6M | −14,644 | Jun 30, 2026 |
| Amazon.com, Inc. | 61,796 | US$14.7M | +3,445 | Jun 30, 2026 |
| Microsoft Corp. | 37,765 | US$14.1M | +604 | Jun 30, 2026 |
| Nvidia Corporation | 69,645 | US$13.9M | +2,750 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 26,178 | US$8.57M | +384 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 15,430 | US$7.72M | +40 | Jun 30, 2026 |
| Applied Materials, Inc. | 10,507 | US$7.6M | +44 | Jun 30, 2026 |