Klingman & Associates, LLC Portfolio Holdings
Klingman & Associates, LLC
- $2.03 Billion
- Q4 2025
Klingman & Associates, LLC has filed its 13F form on January 29, 2026 for Q4 2025 where it was disclosed a total value porftolio of $2.03 Billion distributed in 326 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $347M, Vanguard Sht Trm Inflt Prot Fd with a value of $104M, Ishares Core S&P Mid Cap ETF with a value of $97.1M, Ishares Tr with a value of $80.7M, and Spdr S&P 500 ETF Trust with a value of $76.7M.
Examining the 13F form we can see an increase of $64.5M in the current position value, from $1.97B to 2.03B.
Below you can find more details about Klingman & Associates, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.03 Billion
ETFs: $1.62 Billion
Technology: $146 Million
Financial Services: $65 Million
Consumer Cyclical: $32.8 Million
Communication Services: $24.2 Million
Healthcare: $19.2 Million
Industrials: $18.6 Million
Consumer Defensive: $12.5 Million
Other: $22.9 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 326
- Current Value $2.03 Billion
- Prior Value $1.97 Billion
- Filing
- Period Q4 2025
- Filing Date January 29, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 24 stocks
- Additional Purchases 149 stocks
- Sold out of 0 stocks
- Reduced holdings in 108 stocks