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 |
|---|---|---|---|---|---|
| 301 | FNDXSCHWAB STRATEGIC TR | 7,999 | $217.0M | 0.01% | |
| 302 | VNQIVANGUARD INTL EQUITY INDEX F | 4,720 | $216.0M | 0.01% | |
| 303 | IJKISHARES TR | 2,239 | $216.0M | 0.01% | |
| 304 | WMBWILLIAMS COS INC | 3,584 | $215.0M | 0.01% | |
| 305 | PNCPNC FINL SVCS GROUP INC | 1,034 | $215.0M | 0.01% | |
| 306 | SPGIS&P GLOBAL INC | 411 | $214.0M | 0.01% | |
| 307 | VTVANGUARD INTL EQUITY INDEX F | 1,523 | $214.0M | 0.01% | |
| 308 | CEGCONSTELLATION ENERGY CORP | 606 | $214.0M | 0.01% | |
| 309 | GBXGREENBRIER COS INC | 4,557 | $212.0M | 0.01% | |
| 310 | APHAMPHENOL CORP NEW | 1,569 | $212.0M | 0.01% | |
| 311 | MCKMCKESSON CORP | 258 | $211.0M | 0.01% | |
| 312 | XLESELECT SECTOR SPDR TR | 4,698 | $210.0M | 0.01% | |
| 313 | VRTXVERTEX PHARMACEUTICALS INC | 465 | $210.0M | 0.01% | |
| 314 | PYPLPAYPAL HLDGS INC | 3,607 | $210.0M | 0.01% | |
| 315 | IDXXIDEXX LABS INC | 310 | $209.0M | 0.01% | |
| 316 | GSLCGOLDMAN SACHS ETF TR | 1,571 | $207.0M | 0.01% | |
| 317 | BMYBRISTOL-MYERS SQUIBB CO | 3,804 | $205.0M | 0.01% | |
| 318 | JCIJOHNSON CTLS INTL PLC | 1,704 | $204.0M | 0.01% | |
| 319 | PAYXPAYCHEX INC | 1,797 | $201.0M | 0.01% | |
| 320 | TELTE CONNECTIVITY PLC | 887 | $201.0M | 0.01% | |
| 321 | TSNTYSON FOODS INC | 3,427 | $200.0M | 0.01% | |
| 322 | ANETARISTA NETWORKS INC | 1,528 | $200.0M | 0.01% | |
| 323 | FFORD MTR CO | 10,013 | $131.0M | 0.01% | |
| 324 | SANBANCO SANTANDER SA | 10,556 | $123.0M | 0.01% | |
| 325 | MFGMIZUHO FINANCIAL GROUP INC | 12,796 | $93.0M | 0.00% | |
| 326 | LYGLLOYDS BANKING GROUP PLC | 10,921 | $57.0M | 0.00% |
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