KLINGENSTEIN FIELDS & CO LP

CIK: 0000859872SEC EDGAR →

Portfolio Value

$2.7B

Holdings

186

As of

Q4 2025

New Positions

17

Closed Positions

12

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

BROADCOM INC

516,721$178.8M
6.71%
2

ALPHABET INC

434,664$136.0M
5.10%
3

MICROSOFT CORP

236,677$114.5M
4.29%
4

LILLY ELI & CO

103,730$111.5M
4.18%
5

APPLE INC

363,394$98.8M
3.71%
6

BERKSHIRE HATHAWAY

191,013$96.0M
3.60%
7

AMAZON COM INC

364,515$84.1M
3.16%
8

PALO ALTO NETWORKS

437,975$80.7M
3.03%
9

NVIDIA CORP

418,903$78.1M
2.93%
10

GOLDMAN SACHS GROUP

79,089$69.5M
2.61%

Quarterly Changes

Top Buys

NFLX↑ Increased
$10.4M
VONG↑ Increased
$7.7M
CRCLNEW
$7.6M
NOW↑ Increased
$4.1M
HD↑ Increased
$4.1M

Top Sells

LLY↓ Decreased
$32.2M
BNCLOSED
$31.0M
GOOGL↓ Decreased
$27.7M
DDCLOSED
$19.9M
AMT↓ Decreased
$18.0M

New Positions (7)

$7.6M · 96K shares
$707K · 24K shares
$453K · 7K shares
$300K · 10K shares
$208K · 237 shares
$206K · 950 shares
$201K · 2K shares

Closed Positions (14)

$31.0M · 452K shares
$19.9M · 255K shares
$960K · 13K shares
$602K · 17K shares
$527K · 5K shares
$297K · 2K shares
$265K · 784 shares
$257K · 5K shares
$250K · 1K shares
$224K · 2K shares
$215K · 4K shares
$210K · 7K shares
$205K · 8K shares
$202K · 2K shares

Sector Breakdown

Sector# HoldingsValue%
Technology21$687.1M25.8%
Financial Services69$454.5M17.0%
Healthcare21$342.8M12.9%
Communication Services8$319.1M12.0%
Industrials19$256.7M9.6%
Consumer Cyclical13$165.3M6.2%
Unknown12$157.8M5.9%
Consumer Defensive8$151.0M5.7%
Energy4$38.9M1.5%
Real Estate2$38.1M1.4%
Basic Materials5$30.9M1.2%
Utilities4$23.6M0.9%