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

SEC FilingSEC DataHachi Filing

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
CIK: klingman--associates
Manager Name: Klingman--Associates

Data Enrichment

79% identified

209 identified54 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

263 positions • $1.6B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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ALTRIA GROUP, INC.

MO|02209S103

Shares:6.9K

Value:$412.8K

% of Portfolio:0.0% ($412.8K/$1.6B)

L3HARRIS TECHNOLOGIES, INC. /DE/

LHX|502431109

Shares:1.9K

Value:$406.9K

% of Portfolio:0.0% ($406.9K/$1.6B)

DANAHER CORP /DE/

DHR|235851102

Shares:2.0K

Value:$405.5K

% of Portfolio:0.0% ($405.5K/$1.6B)

CORNING INC /NY

GLW|219350105

Shares:8.6K

Value:$392.9K

% of Portfolio:0.0% ($392.9K/$1.6B)

Air Products & Chemicals, Inc.

APD|009158106

Shares:1.3K

Value:$392.8K

% of Portfolio:0.0% ($392.8K/$1.6B)

EMERSON ELECTRIC CO

EMR|291011104

Shares:3.6K

Value:$390.6K

% of Portfolio:0.0% ($390.6K/$1.6B)

ADOBE INC.

ADBE|00724F101

Shares:1.0K

Value:$389.7K

% of Portfolio:0.0% ($389.7K/$1.6B)

464287408

IVE|464287408

Shares:2.0K

Value:$387.4K

% of Portfolio:0.0% ($387.4K/$1.6B)

Ares Management Corp

ARES|03990B101

Shares:2.6K

Value:$386.5K

% of Portfolio:0.0% ($386.5K/$1.6B)

25434V807

Shares:9.7K

Value:$382.6K

% of Portfolio:0.0% ($382.6K/$1.6B)

808524102

SCHB|808524102

Shares:17.4K

Value:$374.6K

% of Portfolio:0.0% ($374.6K/$1.6B)

922908512

VOE|922908512

Shares:2.3K

Value:$372.0K

% of Portfolio:0.0% ($372.0K/$1.6B)

97717X560

Shares:11.9K

Value:$371.7K

% of Portfolio:0.0% ($371.7K/$1.6B)

AT&T INC.

T|00206R102

Shares:12.9K

Value:$365.1K

% of Portfolio:0.0% ($365.1K/$1.6B)

46432F339

QUAL|46432F339

Shares:2.1K

Value:$361.3K

% of Portfolio:0.0% ($361.3K/$1.6B)

SOUTHERN CO

SO|842587107

Shares:3.9K

Value:$360.6K

% of Portfolio:0.0% ($360.6K/$1.6B)

46435U259

Shares:14.1K

Value:$360.2K

% of Portfolio:0.0% ($360.2K/$1.6B)

MORGAN STANLEY

MS|617446448

Shares:3.1K

Value:$358.9K

% of Portfolio:0.0% ($358.9K/$1.6B)

JACOBS SOLUTIONS INC.

J|46982L108

Shares:2.9K

Value:$356.4K

% of Portfolio:0.0% ($356.4K/$1.6B)

PPG INDUSTRIES INC

PPG|693506107

Shares:3.2K

Value:$350.2K

% of Portfolio:0.0% ($350.2K/$1.6B)

Instrument	Shares		Other Manager	Value	% of Portfolio
ALTRIA GROUP, INC.(MOcusip02209S103)	6.9K	QoQ NEW(+6.9K) YoY NEW(+6.9K)	All Managers (Combined)	$412.8K	0.0% ($412.8K/$1.6B)	QoQ NEW(+$412.8K) YoY NEW(+$412.8K)
L3HARRIS TECHNOLOGIES, INC. /DE/(LHXcusip502431109)	1.9K	QoQ +0.56% (+11) YoY +4.85% (+90)	All Managers (Combined)	$406.9K	0.0% ($406.9K/$1.6B)	QoQ +0.10% (+$427) YoY +2.98% (+$11.8K)
DANAHER CORP /DE/(DHRcusip235851102)	2.0K	QoQ -1.10% (-22) YoY +10.75% (-192)	All Managers (Combined)	$405.5K	0.0% ($405.5K/$1.6B)	QoQ -11.67% (-$53.6K) YoY -9.08% (-$40.5K)
CORNING INC /NY(GLWcusip219350105)	8.6K	QoQ +29.32% (+1.9K) YoY +35.52% (+2.3K)	All Managers (Combined)	$392.9K	0.0% ($392.9K/$1.6B)	QoQ +24.58% (+$77.5K) YoY +88.24% (+$184.2K)
Air Products & Chemicals, Inc.(APDcusip009158106)	1.3K	QoQ +72.09% (+558) YoY NEW(+1.3K)	All Managers (Combined)	$392.8K	0.0% ($392.8K/$1.6B)	QoQ +74.98% (+$168.3K) YoY NEW(+$392.8K)
EMERSON ELECTRIC CO(EMRcusip291011104)	3.6K	QoQ NEW(+3.6K) YoY NEW(+3.6K)	All Managers (Combined)	$390.6K	0.0% ($390.6K/$1.6B)	QoQ NEW(+$390.6K) YoY NEW(+$390.6K)
ADOBE INC.(ADBEcusip00724F101)	1.0K	QoQ -15.75% (-190) YoY -21.05% (-271)	All Managers (Combined)	$389.7K	0.0% ($389.7K/$1.6B)	QoQ -27.33% (-$146.6K) YoY -39.99% (-$259.8K)
(IVEcusip464287408)	2.0K	QoQ -35.00% (-1.1K) YoY -35.00% (-1.1K)	All Managers (Combined)	$387.4K	0.0% ($387.4K/$1.6B)	QoQ -35.10% (-$209.6K) YoY -33.69% (-$196.9K)
Ares Management Corp(AREScusip03990B101)	2.6K	QoQ -48.17% (-2.5K) YoY NEW(+2.6K)	All Managers (Combined)	$386.5K	0.0% ($386.5K/$1.6B)	QoQ -57.07% (-$513.9K) YoY NEW(+$386.5K)
(cusip25434V807)✕	9.7K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$382.6K	0.0% ($382.6K/$1.6B)	QoQ +10.93% (+$37.7K) YoY +7.10% (+$25.4K)
(SCHBcusip808524102)	17.4K	QoQ 0.00% (-0) YoY +210.16% (+11.8K)	All Managers (Combined)	$374.6K	0.0% ($374.6K/$1.6B)	QoQ -5.15% (-$20.4K) YoY +9.38% (+$32.1K)
(VOEcusip922908512)	2.3K	QoQ 0.00% (-0) YoY -23.09% (-696)	All Managers (Combined)	$372.0K	0.0% ($372.0K/$1.6B)	QoQ -0.76% (-$2.9K) YoY -20.81% (-$97.8K)
(cusip97717X560)✕	11.9K	QoQ 0.00% (-0) YoY -11.16% (-1.5K)	All Managers (Combined)	$371.7K	0.0% ($371.7K/$1.6B)	QoQ -5.53% (-$21.8K) YoY -16.92% (-$75.7K)
AT&T INC.(Tcusip00206R102)	12.9K	QoQ +13.16% (+1.5K) YoY -35.08% (-7.0K)	All Managers (Combined)	$365.1K	0.0% ($365.1K/$1.6B)	QoQ +40.55% (+$105.3K) YoY +4.30% (-$15.1K)
(QUALcusip46432F339)	2.1K	QoQ 0.00% (-0) YoY +10.56% (+202)	All Managers (Combined)	$361.3K	0.0% ($361.3K/$1.6B)	QoQ -4.03% (-$15.2K) YoY +14.96% (+$47.0K)
SOUTHERN CO(SOcusip842587107)	3.9K	QoQ +2.16% (+83) YoY +4.28% (+161)	All Managers (Combined)	$360.6K	0.0% ($360.6K/$1.6B)	QoQ +14.11% (+$44.6K) YoY +33.65% (+$90.8K)
(cusip46435U259)✕	14.1K	QoQ -16.67% (-2.8K) YoY -68.73% (-31.0K)	All Managers (Combined)	$360.2K	0.0% ($360.2K/$1.6B)	QoQ -16.35% (-$70.4K) YoY -68.47% (-$782.5K)
MORGAN STANLEY(MScusip617446448)	3.1K	QoQ +5.55% (-162) YoY +39.43% (+870)	All Managers (Combined)	$358.9K	0.0% ($358.9K/$1.6B)	QoQ -2.03% (-$7.5K) YoY +72.77% (+$151.2K)
JACOBS SOLUTIONS INC.(Jcusip46982L108)	2.9K	QoQ -1.17% (-35) YoY +0.44% (-13)	All Managers (Combined)	$356.4K	0.0% ($356.4K/$1.6B)	QoQ -10.58% (-$42.2K) YoY -21.01% (-$94.8K)
PPG INDUSTRIES INC(PPGcusip693506107)	3.2K	QoQ -2.13% (-70) YoY -1.23% (-40)	All Managers (Combined)	$350.2K	0.0% ($350.2K/$1.6B)	QoQ -10.41% (-$40.7K) YoY -25.46% (-$119.7K)