Klingman & Associates, LLC Q4 2025 Filing
Filed January 29, 2026
Portfolio Value
$2.1T
Holdings
326
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (326 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | IBMINTERNATIONAL BUSINESS MACHS | 5,132 | $1.5B | 0.07% | |
| 102 | DEDEERE & CO | 3,157 | $1.5B | 0.07% | |
| 103 | DFUVDIMENSIONAL ETF TRUST | 31,457 | $1.5B | 0.07% | |
| 104 | KOCOCA COLA CO | 20,681 | $1.4B | 0.07% | |
| 105 | NFLXNETFLIX INC | 15,134 | $1.4B | 0.07% | |
| 106 | NEENEXTERA ENERGY INC | 17,574 | $1.4B | 0.07% | |
| 107 | VBKVANGUARD INDEX FDS | 4,640 | $1.4B | 0.07% | |
| 108 | RWJINVESCO EXCH TRADED FD TR II | 28,269 | $1.4B | 0.07% | |
| 109 | VYMVANGUARD WHITEHALL FDS | 9,264 | $1.3B | 0.06% | |
| 110 | IWRISHARES TR | 13,797 | $1.3B | 0.06% | |
| 111 | VIGVANGUARD SPECIALIZED FUNDS | 5,675 | $1.2B | 0.06% | |
| 112 | VIOOVANGUARD ADMIRAL FDS INC | 10,986 | $1.2B | 0.06% | |
| 113 | GSGOLDMAN SACHS GROUP INC | 1,364 | $1.2B | 0.06% | |
| 114 | JFLXJ P MORGAN EXCHANGE TRADED F | 23,816 | $1.2B | 0.06% | |
| 115 | SCHFSCHWAB STRATEGIC TR | 49,441 | $1.2B | 0.06% | |
| 116 | UBSIUNITED BANKSHARES INC WEST V | 30,692 | $1.2B | 0.06% | |
| 117 | CSCOCISCO SYS INC | 15,256 | $1.2B | 0.06% | |
| 118 | DWDMORGAN STANLEY | 6,563 | $1.2B | 0.06% | |
| 119 | PJTPJT PARTNERS INC | 6,880 | $1.1B | 0.06% | |
| 120 | CPNGCOUPANG INC | 47,926 | $1.1B | 0.05% | |
| 121 | HUBBHUBBELL INC | 2,525 | $1.1B | 0.05% | |
| 122 | DFIPDIMENSIONAL ETF TRUST | 26,933 | $1.1B | 0.05% | |
| 123 | EEMISHARES TR | 20,275 | $1.1B | 0.05% | |
| 124 | MRKMERCK & CO INC | 10,508 | $1.1B | 0.05% | |
| 125 | ORLYOREILLY AUTOMOTIVE INC | 11,970 | $1.1B | 0.05% | |
| 126 | TMOTHERMO FISHER SCIENTIFIC INC | 1,879 | $1.1B | 0.05% | |
| 127 | BACBANK AMERICA CORP | 18,872 | $1.0B | 0.05% | |
| 128 | WFCWELLS FARGO CO NEW | 10,931 | $1.0B | 0.05% | |
| 129 | 4I1PHILIP MORRIS INTL INC | 6,291 | $1.0B | 0.05% | |
| 130 | CRMSALESFORCE INC | 3,793 | $1.0B | 0.05% | |
| 131 | SCHCSCHWAB STRATEGIC TR | 21,988 | $1.0B | 0.05% | |
| 132 | BLKBLACKROCK INC | 936 | $1.0B | 0.05% | |
| 133 | AXPAMERICAN EXPRESS CO | 2,692 | $995.0M | 0.05% | |
| 134 | RTXRTX CORPORATION | 5,414 | $992.0M | 0.05% | |
| 135 | CVXCHEVRON CORP NEW | 6,297 | $959.0M | 0.05% | |
| 136 | PDNINVESCO EXCH TRADED FD TR II | 21,342 | $900.0M | 0.04% | |
| 137 | LMTLOCKHEED MARTIN CORP | 1,812 | $876.0M | 0.04% | |
| 138 | DFUSDIMENSIONAL ETF TRUST | 11,724 | $869.0M | 0.04% | |
| 139 | AVUVAMERICAN CENTY ETF TR | 8,293 | $845.0M | 0.04% | |
| 140 | EFGISHARES TR | 7,325 | $834.0M | 0.04% | |
| 141 | SCHXSCHWAB STRATEGIC TR | 30,778 | $828.0M | 0.04% | |
| 142 | SCHWSCHWAB CHARLES CORP | 8,292 | $828.0M | 0.04% | |
| 143 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 2,710 | $823.0M | 0.04% | |
| 144 | PLTRPALANTIR TECHNOLOGIES INC | 4,601 | $817.0M | 0.04% | |
| 145 | AMDADVANCED MICRO DEVICES INC | 3,797 | $813.0M | 0.04% | |
| 146 | ROSTROSS STORES INC | 4,439 | $799.0M | 0.04% | |
| 147 | LOWLOWES COS INC | 3,305 | $797.0M | 0.04% | |
| 148 | TXNTEXAS INSTRS INC | 4,551 | $789.0M | 0.04% | |
| 149 | BKNGBOOKING HOLDINGS INC | 145 | $776.0M | 0.04% | |
| 150 | BRK-BBERKSHIRE HATHAWAY INC DEL | 1 | $754.0M | 0.04% | |
| 151 | EMREMERSON ELEC CO | 5,680 | $753.0M | 0.04% | |
| 152 | VXUSVANGUARD STAR FDS | 9,939 | $749.0M | 0.04% | |
| 153 | DISDISNEY WALT CO | 6,399 | $728.0M | 0.04% | |
| 154 | GQ9SPDR GOLD TR | 1,812 | $718.0M | 0.03% | |
| 155 | CSXCSX CORP | 19,763 | $716.0M | 0.03% | |
| 156 | PFEPFIZER INC | 28,036 | $698.0M | 0.03% | |
| 157 | ISRGINTUITIVE SURGICAL INC | 1,222 | $692.0M | 0.03% | |
| 158 | EDCONSOLIDATED EDISON INC | 6,951 | $690.0M | 0.03% | |
| 159 | GLWCORNING INC | 7,737 | $677.0M | 0.03% | |
| 160 | XLKSELECT SECTOR SPDR TR | 4,674 | $672.0M | 0.03% | |
| 161 | TFCTRUIST FINL CORP | 13,629 | $670.0M | 0.03% | |
| 162 | HSYHERSHEY CO | 3,678 | $669.0M | 0.03% | |
| 163 | PGRPROGRESSIVE CORP | 2,927 | $666.0M | 0.03% | |
| 164 | AMGNAMGEN INC | 2,026 | $663.0M | 0.03% | |
| 165 | MOALTRIA GROUP INC | 11,105 | $640.0M | 0.03% | |
| 166 | LINLINDE PLC | 1,467 | $625.0M | 0.03% | |
| 167 | ACNACCENTURE PLC IRELAND | 2,299 | $616.0M | 0.03% | |
| 168 | MUMICRON TECHNOLOGY INC | 2,152 | $614.0M | 0.03% | |
| 169 | VSSVANGUARD INTL EQUITY INDEX F | 4,256 | $610.0M | 0.03% | |
| 170 | INTCINTEL CORP | 16,500 | $608.0M | 0.03% | |
| 171 | UNHUNITEDHEALTH GROUP INC | 1,804 | $595.0M | 0.03% | |
| 172 | LHXL3HARRIS TECHNOLOGIES INC | 2,021 | $593.0M | 0.03% | |
| 173 | VDEVANGUARD WORLD FD | 4,707 | $592.0M | 0.03% | |
| 174 | SYKSTRYKER CORPORATION | 1,673 | $588.0M | 0.03% | |
| 175 | URIUNITED RENTALS INC | 714 | $577.0M | 0.03% | |
| 176 | CMICUMMINS INC | 1,129 | $576.0M | 0.03% | |
| 177 | NVSNNOVARTIS AG | 4,139 | $570.0M | 0.03% | |
| 178 | DHRDANAHER CORPORATION | 2,467 | $564.0M | 0.03% | |
| 179 | HONHONEYWELL INTL INC | 2,877 | $561.0M | 0.03% | |
| 180 | IDEVISHARES TR | 6,749 | $556.0M | 0.03% | |
| 181 | IWDISHARES TR | 2,633 | $553.0M | 0.03% | |
| 182 | XFRAXBLACKROCK FLOATING RATE INCO | 46,456 | $547.0M | 0.03% | |
| 183 | VGSHVANGUARD SCOTTSDALE FDS | 9,273 | $544.0M | 0.03% | |
| 184 | ASMLASML HOLDING N V | 507 | $542.0M | 0.03% | |
| 185 | SCHGSCHWAB STRATEGIC TR | 16,538 | $539.0M | 0.03% | |
| 186 | NSCNORFOLK SOUTHN CORP | 1,826 | $527.0M | 0.03% | |
| 187 | PEGPUBLIC SVC ENTERPRISE GRP IN | 6,475 | $519.0M | 0.03% | |
| 188 | QCOMQUALCOMM INC | 3,004 | $513.0M | 0.02% | |
| 189 | TAT&T INC | 20,642 | $512.0M | 0.02% | |
| 190 | IAU*ISHARES GOLD TR | 6,313 | $512.0M | 0.02% | |
| 191 | ITWILLINOIS TOOL WKS INC | 2,049 | $504.0M | 0.02% | |
| 192 | PEPPEPSICO INC | 3,479 | $499.0M | 0.02% | |
| 193 | POSTPOST HLDGS INC | 5,025 | $497.0M | 0.02% | |
| 194 | PHPARKER-HANNIFIN CORP | 565 | $496.0M | 0.02% | |
| 195 | FFIVF5 INC | 1,919 | $489.0M | 0.02% | |
| 196 | ECLECOLAB INC | 1,853 | $486.0M | 0.02% | |
| 197 | COFCAPITAL ONE FINL CORP | 1,923 | $466.0M | 0.02% | |
| 198 | DGRWWISDOMTREE TR | 5,129 | $458.0M | 0.02% | |
| 199 | HLTHILTON WORLDWIDE HLDGS INC | 1,593 | $457.0M | 0.02% | |
| 200 | SOSOUTHERN CO | 5,236 | $456.0M | 0.02% |