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

Page 11 of 14

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97717W315

Shares:8.3K

Value:$348.3K

% of Portfolio:0.0% ($348.3K/$1.6B)

ServiceNow, Inc.

NOW|81762P102

Shares:436

Value:$347.1K

% of Portfolio:0.0% ($347.1K/$1.6B)

CUMMINS INC

CMI|231021106

Shares:1.1K

Value:$346.0K

% of Portfolio:0.0% ($346.0K/$1.6B)

808524797

SCHD|808524797

Shares:12.2K

Value:$341.9K

% of Portfolio:0.0% ($341.9K/$1.6B)

46434V878

Shares:6.7K

Value:$340.9K

% of Portfolio:0.0% ($340.9K/$1.6B)

NOVARTIS AG

NVS|66987V109

Shares:3.0K

Value:$338.2K

% of Portfolio:0.0% ($338.2K/$1.6B)

14020Y300

Shares:12.4K

Value:$338.0K

% of Portfolio:0.0% ($338.0K/$1.6B)

COLGATE PALMOLIVE CO

CL|194162103

Shares:3.6K

Value:$334.1K

% of Portfolio:0.0% ($334.1K/$1.6B)

922908538

VOT|922908538

Shares:1.4K

Value:$332.5K

% of Portfolio:0.0% ($332.5K/$1.6B)

ALLIANT ENERGY CORP

LNT|018802108

Shares:5.2K

Value:$331.7K

% of Portfolio:0.0% ($331.7K/$1.6B)

WILLIAMS SONOMA INC

WSM|969904101

Shares:2.1K

Value:$330.0K

% of Portfolio:0.0% ($330.0K/$1.6B)

CREDIT ACCEPTANCE CORP

CACC|225310101

Shares:633

Value:$326.9K

% of Portfolio:0.0% ($326.9K/$1.6B)

GENERAL MILLS INC

GIS|370334104

Shares:5.4K

Value:$325.4K

% of Portfolio:0.0% ($325.4K/$1.6B)

464287309

IVW|464287309

Shares:3.5K

Value:$323.2K

% of Portfolio:0.0% ($323.2K/$1.6B)

Palo Alto Networks Inc

PANW|697435105

Shares:1.9K

Value:$321.7K

% of Portfolio:0.0% ($321.7K/$1.6B)

ECOLAB INC.

ECL|278865100

Shares:1.3K

Value:$319.4K

% of Portfolio:0.0% ($319.4K/$1.6B)

Hilton Worldwide Holdings Inc.

HLT|43300A203

Shares:1.4K

Value:$315.6K

% of Portfolio:0.0% ($315.6K/$1.6B)

464288802

Shares:2.7K

Value:$309.5K

% of Portfolio:0.0% ($309.5K/$1.6B)

QUALCOMM INC/DE

QCOM|747525103

Shares:2.0K

Value:$307.8K

% of Portfolio:0.0% ($307.8K/$1.6B)

921937835

BND|921937835

Shares:4.1K

Value:$304.2K

% of Portfolio:0.0% ($304.2K/$1.6B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip97717W315)✕	8.3K	QoQ -6.55% (-581) YoY -20.10% (-2.1K)	All Managers (Combined)	$348.3K	0.0% ($348.3K/$1.6B)	QoQ -2.89% (-$10.4K) YoY -19.64% (-$85.1K)
ServiceNow, Inc.(NOWcusip81762P102)	436	QoQ +9.82% (-39) YoY NEW(+436)	All Managers (Combined)	$347.1K	0.0% ($347.1K/$1.6B)	QoQ -17.52% (-$73.8K) YoY NEW(+$347.1K)
CUMMINS INC(CMIcusip231021106)	1.1K	QoQ NEW(+1.1K) YoY NEW(+1.1K)	All Managers (Combined)	$346.0K	0.0% ($346.0K/$1.6B)	QoQ NEW(+$346.0K) YoY NEW(+$346.0K)
(SCHDcusip808524797)	12.2K	QoQ +30.30% (+2.8K) YoY +287.69% (+9.1K)	All Managers (Combined)	$341.9K	0.0% ($341.9K/$1.6B)	QoQ +33.35% (+$85.5K) YoY +34.43% (+$87.6K)
(cusip46434V878)✕	6.7K	QoQ NEW(+6.7K) YoY NEW(+6.7K)	All Managers (Combined)	$340.9K	0.0% ($340.9K/$1.6B)	QoQ NEW(+$340.9K) YoY NEW(+$340.9K)
NOVARTIS AG(NVScusip66987V109)	3.0K	QoQ +12.00% (+325) YoY +11.71% (+318)	All Managers (Combined)	$338.2K	0.0% ($338.2K/$1.6B)	QoQ +28.32% (+$74.6K) YoY +28.76% (+$75.5K)
(cusip14020Y300)✕	12.4K	QoQ NEW(+12.4K) YoY NEW(+12.4K)	All Managers (Combined)	$338.0K	0.0% ($338.0K/$1.6B)	QoQ NEW(+$338.0K) YoY NEW(+$338.0K)
COLGATE PALMOLIVE CO(CLcusip194162103)	3.6K	QoQ +4.29% (+147) YoY +6.03% (+203)	All Managers (Combined)	$334.1K	0.0% ($334.1K/$1.6B)	QoQ +7.50% (+$23.3K) YoY +10.33% (+$31.3K)
(VOTcusip922908538)	1.4K	QoQ -1.52% (-21) YoY -22.34% (-391)	All Managers (Combined)	$332.5K	0.0% ($332.5K/$1.6B)	QoQ -5.05% (-$17.7K) YoY -19.42% (-$80.2K)
ALLIANT ENERGY CORP(LNTcusip018802108)	5.2K	QoQ +1.99% (+101) YoY +4.24% (+210)	All Managers (Combined)	$331.7K	0.0% ($331.7K/$1.6B)	QoQ +10.98% (+$32.8K) YoY +33.10% (+$82.5K)
WILLIAMS SONOMA INC(WSMcusip969904101)	2.1K	QoQ -6.99% (-157) YoY +66.56% (-834)	All Managers (Combined)	$330.0K	0.0% ($330.0K/$1.6B)	QoQ -20.59% (-$85.6K) YoY -17.06% (-$67.9K)
CREDIT ACCEPTANCE CORP(CACCcusip225310101)	633	QoQ 0.00% (+0) YoY -13.40% (-98)	All Managers (Combined)	$326.9K	0.0% ($326.9K/$1.6B)	QoQ +9.98% (+$29.7K) YoY -18.93% (-$76.3K)
GENERAL MILLS INC(GIScusip370334104)	5.4K	QoQ +6.64% (-339) YoY +3.43% (-181)	All Managers (Combined)	$325.4K	0.0% ($325.4K/$1.6B)	QoQ -0.01% (-$46) YoY -11.60% (-$42.7K)
(IVWcusip464287309)	3.5K	QoQ -39.77% (-2.3K) YoY -39.77% (-2.3K)	All Managers (Combined)	$323.2K	0.0% ($323.2K/$1.6B)	QoQ -44.93% (-$263.8K) YoY -33.79% (-$165.0K)
Palo Alto Networks Inc(PANWcusip697435105)	1.9K	QoQ +7.59% (+133) YoY NEW(+1.9K)	All Managers (Combined)	$321.7K	0.0% ($321.7K/$1.6B)	QoQ +0.89% (+$2.9K) YoY NEW(+$321.7K)
ECOLAB INC.(ECLcusip278865100)	1.3K	QoQ -53.96% (-1.5K) YoY NEW(+1.3K)	All Managers (Combined)	$319.4K	0.0% ($319.4K/$1.6B)	QoQ -50.19% (-$321.9K) YoY NEW(+$319.4K)
Hilton Worldwide Holdings Inc.(HLTcusip43300A203)	1.4K	QoQ -0.92% (-13) YoY +7.02% (+91)	All Managers (Combined)	$315.6K	0.0% ($315.6K/$1.6B)	QoQ -8.78% (-$30.4K) YoY +14.16% (+$39.2K)
(cusip464288802)✕	2.7K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$309.5K	0.0% ($309.5K/$1.6B)	QoQ -5.52% (-$18.1K) YoY +5.22% (+$15.4K)
QUALCOMM INC/DE(QCOMcusip747525103)	2.0K	QoQ +0.50% (+10) YoY +38.58% (+558)	All Managers (Combined)	$307.8K	0.0% ($307.8K/$1.6B)	QoQ +0.49% (+$1.5K) YoY +25.74% (+$63.0K)
(BNDcusip921937835)	4.1K	QoQ NEW(+4.1K) YoY NEW(+4.1K)	All Managers (Combined)	$304.2K	0.0% ($304.2K/$1.6B)	QoQ NEW(+$304.2K) YoY NEW(+$304.2K)