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 301–326 of 326
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FNDX | SCHWAB STRATEGIC TR | 8K | $100K–$500K | SH |
| IJK | ISHARES TR | 2K | $100K–$500K | SH |
| VNQI | VANGUARD INTL EQUITY INDEX F | 5K | $100K–$500K | SH |
| PNC | PNC FINL SVCS GROUP INC | 1K | $100K–$500K | SH |
| WMB | WILLIAMS COS INC | 4K | $100K–$500K | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 2K | $100K–$500K | SH |
| SPGI | S&P GLOBAL INC | 411 | $100K–$500K | SH |
| CEG | CONSTELLATION ENERGY CORP | 606 | $100K–$500K | SH |
| GBX | GREENBRIER COS INC | 5K | $100K–$500K | SH |
| APH | AMPHENOL CORP NEW | 2K | $100K–$500K | SH |
| MCK | MCKESSON CORP | 258 | $100K–$500K | SH |
| VRTX | VERTEX PHARMACEUTICALS INC | 465 | $100K–$500K | SH |
| PYPL | PAYPAL HLDGS INC | 4K | $100K–$500K | SH |
| XLE | SELECT SECTOR SPDR TR | 5K | $100K–$500K | SH |
| IDXX | IDEXX LABS INC | 310 | $100K–$500K | SH |
| GSLC | GOLDMAN SACHS ETF TR | 2K | $100K–$500K | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 4K | $100K–$500K | SH |
| JCI | JOHNSON CTLS INTL PLC | 2K | $100K–$500K | SH |
| TEL | TE CONNECTIVITY PLC | 887 | $100K–$500K | SH |
| PAYX | PAYCHEX INC | 2K | $100K–$500K | SH |
| TSN | TYSON FOODS INC | 3K | $100K–$500K | SH |
| ANET | ARISTA NETWORKS INC | 2K | $100K–$500K | SH |
| F | FORD MTR CO | 10K | $100K–$500K | SH |
| SAN | BANCO SANTANDER SA | 11K | $100K–$500K | SH |
| MFG | MIZUHO FINANCIAL GROUP INC | 13K | $50K–$100K | SH |
| LYG | LLOYDS BANKING GROUP PLC | 11K | $50K–$100K | SH |