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 251–300 of 326
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GD | GENERAL DYNAMICS CORP | 919 | $100K–$500K | SH |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | 4K | $100K–$500K | SH |
| AKRE | PROFESIONALLY MANAGED PORTFO | 5K | $100K–$500K | SH |
| TMUS | T-MOBILE US INC | 1K | $100K–$500K | SH |
| PSX | PHILLIPS 66 | 2K | $100K–$500K | SH |
| FNDC | SCHWAB STRATEGIC TR | 7K | $100K–$500K | SH |
| REGN | REGENERON PHARMACEUTICALS | 382 | $100K–$500K | SH |
| DUK | DUKE ENERGY CORP NEW | 3K | $100K–$500K | SH |
| DGRO | ISHARES TR | 4K | $100K–$500K | SH |
| GIS | GENERAL MLS INC | 6K | $100K–$500K | SH |
| VGT | VANGUARD WORLD FD | 380 | $100K–$500K | SH |
| COP | CONOCOPHILLIPS | 3K | $100K–$500K | SH |
| INDA | ISHARES TR | 5K | $100K–$500K | SH |
| BXSL | BLACKSTONE SECD LENDING FD | 11K | $100K–$500K | SH |
| FAST | FASTENAL CO | 7K | $100K–$500K | SH |
| UL | UNILEVER PLC | 4K | $100K–$500K | SH |
| SHEL | SHELL PLC | 4K | $100K–$500K | SH |
| TM | TOYOTA MOTOR CORP | 1K | $100K–$500K | SH |
| ESGU | ISHARES TR | 2K | $100K–$500K | SH |
| VO | VANGUARD INDEX FDS | 937 | $100K–$500K | SH |
| DEM | WISDOMTREE TR | 6K | $100K–$500K | SH |
| RDVY | FIRST TR EXCHANGE TRADED FD | 4K | $100K–$500K | SH |
| IUSV | ISHARES TR | 3K | $100K–$500K | SH |
| EME | EMCOR GROUP INC | 431 | $100K–$500K | SH |
| EQR | EQUITY RESIDENTIAL | 4K | $100K–$500K | SH |
| SE | SEA LTD | 2K | $100K–$500K | SH |
| BRLT | BRILLIANT EARTH GROUP INC | 148K | $100K–$500K | SH |
| CACC | CREDIT ACCEP CORP MICH | 583 | $100K–$500K | SH |
| VRA | VERA BRADLEY INC | 107K | $100K–$500K | SH |
| AZN | ASTRAZENECA PLC | 3K | $100K–$500K | SH |
| DTD | WISDOMTREE TR | 3K | $100K–$500K | SH |
| FDX | FEDEX CORP | 879 | $100K–$500K | SH |
| NOC | NORTHROP GRUMMAN CORP | 439 | $100K–$500K | SH |
| MDT | MEDTRONIC PLC | 3K | $100K–$500K | SH |
| MCO | MOODYS CORP | 488 | $100K–$500K | SH |
| SCHD | SCHWAB STRATEGIC TR | 9K | $100K–$500K | SH |
| CPT | CAMDEN PPTY TR | 2K | $100K–$500K | SH |
| IBMO | ISHARES TR | 9K | $100K–$500K | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 509 | $100K–$500K | SH |
| CMCSA | COMCAST CORP NEW | 8K | $100K–$500K | SH |
| VV | VANGUARD INDEX FDS | 753 | $100K–$500K | SH |
| ROL | ROLLINS INC | 4K | $100K–$500K | SH |
| IGM | ISHARES TR | 2K | $100K–$500K | SH |
| HSBC | HSBC HLDGS PLC | 3K | $100K–$500K | SH |
| TPR | TAPESTRY INC | 2K | $100K–$500K | SH |
| SAP | SAP SE | 929 | $100K–$500K | SH |
| KMI | KINDER MORGAN INC DEL | 8K | $100K–$500K | SH |
| APP | APPLOVIN CORP | 327 | $100K–$500K | SH |
| YUM | YUM BRANDS INC | 1K | $100K–$500K | SH |
| BNL | BROADSTONE NET LEASE INC | 13K | $100K–$500K | SH |