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 201–250 of 326
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| J | JACOBS SOLUTIONS INC | 3K | $100K–$500K | SH |
| AOA | ISHARES TR | 5K | $100K–$500K | SH |
| SCHB | SCHWAB STRATEGIC TR | 17K | $100K–$500K | SH |
| VRP | INVESCO EXCH TRADED FD TR II | 18K | $100K–$500K | SH |
| IOO | ISHARES TR | 3K | $100K–$500K | SH |
| PFF | ISHARES TR | 14K | $100K–$500K | SH |
| LRCX | LAM RESEARCH CORP | 3K | $100K–$500K | SH |
| IVE | ISHARES TR | 2K | $100K–$500K | SH |
| IVW | ISHARES TR | 3K | $100K–$500K | SH |
| ARES | ARES MANAGEMENT CORPORATION | 3K | $100K–$500K | SH |
| QUAL | ISHARES TR | 2K | $100K–$500K | SH |
| FBRT | FRANKLIN BSP RLTY TR INC | 41K | $100K–$500K | SH |
| IWO | ISHARES TR | 1K | $100K–$500K | SH |
| CB | CHUBB LIMITED | 1K | $100K–$500K | SH |
| BRO | BROWN & BROWN INC | 5K | $100K–$500K | SH |
| XLP | SELECT SECTOR SPDR TR | 5K | $100K–$500K | SH |
| INTU | INTUIT | 600 | $100K–$500K | SH |
| IBMP | ISHARES TR | 16K | $100K–$500K | SH |
| KLAC | KLA CORP | 325 | $100K–$500K | SH |
| VOE | VANGUARD INDEX FDS | 2K | $100K–$500K | SH |
| VZ | VERIZON COMMUNICATIONS INC | 10K | $100K–$500K | SH |
| ADBE | ADOBE INC | 1K | $100K–$500K | SH |
| IBMR | ISHARES TR | 15K | $100K–$500K | SH |
| NOW | SERVICENOW INC | 3K | $100K–$500K | SH |
| SMH | VANECK ETF TRUST | 1K | $100K–$500K | SH |
| KKR | KKR & CO INC | 3K | $100K–$500K | SH |
| UNP | UNION PAC CORP | 2K | $100K–$500K | SH |
| GBDC | GOLUB CAP BDC INC | 28K | $100K–$500K | SH |
| SUSA | ISHARES TR | 3K | $100K–$500K | SH |
| SBUX | STARBUCKS CORP | 4K | $100K–$500K | SH |
| UBER | UBER TECHNOLOGIES INC | 5K | $100K–$500K | SH |
| ADI | ANALOG DEVICES INC | 1K | $100K–$500K | SH |
| VOT | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| LNT | ALLIANT ENERGY CORP | 5K | $100K–$500K | SH |
| WSM | WILLIAMS SONOMA INC | 2K | $100K–$500K | SH |
| PANW | PALO ALTO NETWORKS INC | 2K | $100K–$500K | SH |
| SPOT | SPOTIFY TECHNOLOGY S A | 604 | $100K–$500K | SH |
| DTCR | GLOBAL X FDS | 16K | $100K–$500K | SH |
| CGMS | CAPITAL GRP FIXED INCM ETF T | 12K | $100K–$500K | SH |
| VDC | VANGUARD WORLD FD | 2K | $100K–$500K | SH |
| MMM | 3M CO | 2K | $100K–$500K | SH |
| IBMQ | ISHARES TR | 13K | $100K–$500K | SH |
| CTVA | CORTEVA INC | 5K | $100K–$500K | SH |
| CVS | CVS HEALTH CORP | 4K | $100K–$500K | SH |
| IYW | ISHARES TR | 2K | $100K–$500K | SH |
| SCHV | SCHWAB STRATEGIC TR | 11K | $100K–$500K | SH |
| APD | AIR PRODS & CHEMS INC | 1K | $100K–$500K | SH |
| BA | BOEING CO | 1K | $100K–$500K | SH |
| CL | COLGATE PALMOLIVE CO | 4K | $100K–$500K | SH |
| GILD | GILEAD SCIENCES INC | 3K | $100K–$500K | SH |