Klingman--Associates
AI_NATIVE detailed information: This accession holds the following tickers:[ "ARES", null, null, null, null, null, null, null, "RJF", null, "ACN", "ABT", "ABBV", "ADBE", "APD", "JLL", null, "GOOGL", "AXP", "T", "BLK", null, "CAT", "AVGO", "LOW", "BRO", "KMX", null, null, "CMI", null, null, null, "D", "FFIV", null, "FRA", "GIS", "HLT", "HON", "HD", "BRLT", "MCD", null, null, null, "UNP", "QCOM", "LAMR", "FBRT", "ISRG", null, "HUBB", "AMAT", "EMR", "BKNG", "META", null, "IVW", "IJH", null, null, "LHX", "LIN", "MA", "MSFT", "MS", "TMUS", "GE", "NVS", null, "EMD", "ORLY", "BX", "HSY", "IJR", "IWD", "ORCL", null, null, "EEM", "IWF", "PANW", null, "PEP", "VGSH", "PGR", "IEMG", "GBDC", "IVV", null, "UNH", "AAPL", "SPY", "EFAV", "BXSL", "ECL", null, "NVDA", "GS", "INTC", "GEHC", "PFE", "LMT", "PG", "MRK", "VZ", null, "AMGN", "PPG", "IEFA", null, "SCHX", "NOW", "ROST", "SHEL", "RTX", "GLD", null, "SPYG", "IBM", "STLD", "SYK", "SBUX", "TXN", "TMO", "TJX", "TFC", "TSN", "VNQ", "VO", "VV", "VOE", "SCHW", "IVOO", "ACWV", "VWO", "VSS", null, "PRF", null, "VIG", "IWO", "IWN", "VYM", "DD", "GBX", "UBSI", "SDY", "F", "EQR", "IWR", "PJT", null, "NVO", "AMZN", "SCHB", null, "IVE", null, null, null, "VEU", "VGT", "VUG", "VEA", null, "VXUS", "VBK", "BND", "VBR", "VOT", "VB", "VOO", "VTV", "V", "WMT", "WSM", null, null, null, null, "DRIO", null, "LNT", null, "SCHD", "DVY", "SCHG", "SCHF", null, "NSC", "CACC", null, "SO", "SJM", null, "CRM", null, "SYY", null, "IXUS", "IUSV", "GEV", "SPYV", "ESGU", "ADP", "BAC", "BRK-A", "BRK-B", "BMY", "BNL", "CPT", "CVX", "CB", "CSCO", "CFG", "C", "KO", "CMCSA", "CL", "COMP", "ED", "COST", "GLW", "CTVA", "CPNG", "CROX", "CVS", "CSX", "DHR", "DDOG", "DE", null, "RSP", null, null, "EFA", "J", "USMV", "IWB", "NEE", "QQQ", "IWM", "MDY", "DIS", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "PLD", "NFLX", "PM", "PH", "MO", "XLK", "ITOT", "URI", "VTI", "JPM", "QUAL", "ZTS" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-13
- Total Holdings
- 263
- Total Value
- 1633331553
- Accession Number
- 0001172661-25-001721
- Form Type
- 13F-HR
- Manager Name
- Klingman--Associates
Data Enrichment
79% identified209 identified54 unidentified
Holdings
263 positions
Manager:
Search and click to pin securities to the top
Page 10 of 14
25434V807
Shares:9.7K
Value:$382.6K
97717X560
Shares:11.9K
Value:$371.7K
46435U259
Shares:14.1K
Value:$360.2K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
6.9K | QoQ NEW(+6.9K) YoY NEW(+6.9K) | All Managers (Combined) | $412.8K | QoQ NEW(+$412.8K) YoY NEW(+$412.8K) | |
1.9K | QoQ +0.56% (+11)YoY +4.85% (+90) | All Managers (Combined) | $406.9K | ||
2.0K | QoQ -1.10% (-22) | All Managers (Combined) | $405.5K | ||
CORNING INC /NY(GLWcusip219350105) | 8.6K | All Managers (Combined) | $392.9K | ||
1.3K | YoY NEW(+1.3K) | All Managers (Combined) | $392.8K | YoY NEW(+$392.8K) | |
3.6K | QoQ NEW(+3.6K) YoY NEW(+3.6K) | All Managers (Combined) | $390.6K | QoQ NEW(+$390.6K) YoY NEW(+$390.6K) | |
ADOBE INC.(ADBEcusip00724F101) | 1.0K | All Managers (Combined) | $389.7K | ||
2.0K | All Managers (Combined) | $387.4K | |||
2.6K | YoY NEW(+2.6K) | All Managers (Combined) | $386.5K | YoY NEW(+$386.5K) | |
(cusip25434V807)✕ | 9.7K | All Managers (Combined) | $382.6K | ||
17.4K | All Managers (Combined) | $374.6K | |||
2.3K | QoQ 0.00% (-0) | All Managers (Combined) | $372.0K | ||
(cusip97717X560)✕ | 11.9K | QoQ 0.00% (-0) | All Managers (Combined) | $371.7K | |
12.9K | All Managers (Combined) | $365.1K | |||
2.1K | QoQ 0.00% (-0) | All Managers (Combined) | $361.3K | ||
SOUTHERN CO(SOcusip842587107) | 3.9K | QoQ +2.16% (+83)YoY +4.28% (+161) | All Managers (Combined) | $360.6K | |
(cusip46435U259)✕ | 14.1K | All Managers (Combined) | $360.2K | ||
MORGAN STANLEY(MScusip617446448) | 3.1K | All Managers (Combined) | $358.9K | ||
2.9K | QoQ -1.17% (-35)YoY +0.44% (-13) | All Managers (Combined) | $356.4K | ||
3.2K | QoQ -2.13% (-70)YoY -1.23% (-40) | All Managers (Combined) | $350.2K |