CIK 1662449
Klingman & Associates, LLC
Institutional 13F holdings & portfolio
Holdings
326
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 151–200 of 326
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| EMR | EMERSON ELEC CO | 6K | $500K+ | SH |
| VXUS | VANGUARD STAR FDS | 10K | $500K+ | SH |
| DIS | DISNEY WALT CO | 6K | $500K+ | SH |
| GLD | SPDR GOLD TR | 2K | $500K+ | SH |
| CSX | CSX CORP | 20K | $500K+ | SH |
| PFE | PFIZER INC | 28K | $500K+ | SH |
| ISRG | INTUITIVE SURGICAL INC | 1K | $500K+ | SH |
| ED | CONSOLIDATED EDISON INC | 7K | $500K+ | SH |
| GLW | CORNING INC | 8K | $500K+ | SH |
| XLK | SELECT SECTOR SPDR TR | 5K | $500K+ | SH |
| TFC | TRUIST FINL CORP | 14K | $500K+ | SH |
| HSY | HERSHEY CO | 4K | $500K+ | SH |
| PGR | PROGRESSIVE CORP | 3K | $500K+ | SH |
| AMGN | AMGEN INC | 2K | $500K+ | SH |
| MO | ALTRIA GROUP INC | 11K | $500K+ | SH |
| LIN | LINDE PLC | 1K | $500K+ | SH |
| ACN | ACCENTURE PLC IRELAND | 2K | $500K+ | SH |
| MU | MICRON TECHNOLOGY INC | 2K | $500K+ | SH |
| VSS | VANGUARD INTL EQUITY INDEX F | 4K | $500K+ | SH |
| INTC | INTEL CORP | 17K | $500K+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 2K | $500K+ | SH |
| LHX | L3HARRIS TECHNOLOGIES INC | 2K | $500K+ | SH |
| VDE | VANGUARD WORLD FD | 5K | $500K+ | SH |
| SYK | STRYKER CORPORATION | 2K | $500K+ | SH |
| URI | UNITED RENTALS INC | 714 | $500K+ | SH |
| CMI | CUMMINS INC | 1K | $500K+ | SH |
| NVS | NOVARTIS AG | 4K | $500K+ | SH |
| DHR | DANAHER CORPORATION | 2K | $500K+ | SH |
| HON | HONEYWELL INTL INC | 3K | $500K+ | SH |
| IDEV | ISHARES TR | 7K | $500K+ | SH |
| IWD | ISHARES TR | 3K | $500K+ | SH |
| FRA | BLACKROCK FLOATING RATE INCO | 46K | $500K+ | SH |
| VGSH | VANGUARD SCOTTSDALE FDS | 9K | $500K+ | SH |
| ASML | ASML HOLDING N V | 507 | $500K+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 17K | $500K+ | SH |
| NSC | NORFOLK SOUTHN CORP | 2K | $500K+ | SH |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | 6K | $500K+ | SH |
| QCOM | QUALCOMM INC | 3K | $500K+ | SH |
| T | AT&T INC | 21K | $500K+ | SH |
| IAU | ISHARES GOLD TR | 6K | $500K+ | SH |
| ITW | ILLINOIS TOOL WKS INC | 2K | $500K+ | SH |
| PEP | PEPSICO INC | 3K | $100K–$500K | SH |
| POST | POST HLDGS INC | 5K | $100K–$500K | SH |
| PH | PARKER-HANNIFIN CORP | 565 | $100K–$500K | SH |
| FFIV | F5 INC | 2K | $100K–$500K | SH |
| ECL | ECOLAB INC | 2K | $100K–$500K | SH |
| COF | CAPITAL ONE FINL CORP | 2K | $100K–$500K | SH |
| DGRW | WISDOMTREE TR | 5K | $100K–$500K | SH |
| HLT | HILTON WORLDWIDE HLDGS INC | 2K | $100K–$500K | SH |
| SO | SOUTHERN CO | 5K | $100K–$500K | SH |