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 13 of 14
808524748
Shares:6.7K
Value:$242.0K
464287176
Shares:2.1K
Value:$232.8K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
14.3K | All Managers (Combined) | $243.5K | |||
(cusip808524748)✕ | 6.7K | QoQ NEW(+6.7K) YoY NEW(+6.7K) | All Managers (Combined) | $242.0K | QoQ NEW(+$242.0K) YoY NEW(+$242.0K) |
2.6K | QoQ 0.00% (-0)YoY -3.08% (-83) | All Managers (Combined) | $240.6K | ||
(cusip464287176)✕ | 2.1K | QoQ 0.00% (+0) | All Managers (Combined) | $232.8K | |
902 | All Managers (Combined) | $230.5K | |||
NOVO NORDISK A S(NVOcusip670100205) | 3.3K | All Managers (Combined) | $229.3K | ||
4.4K | All Managers (Combined) | $225.4K | |||
CVS HEALTH Corp(CVScusip126650100) | 3.3K | QoQ NEW(+3.3K) | All Managers (Combined) | $224.3K | QoQ NEW(+$224.3K) |
831 | YoY NEW(+831) | All Managers (Combined) | $223.6K | YoY NEW(+$223.6K) | |
4.9K | All Managers (Combined) | $223.3K | |||
Zoetis Inc.(ZTScusip98978V103) | 1.4K | QoQ -0.51% (-7)YoY NEW(+1.4K) | All Managers (Combined) | $223.3K | YoY NEW(+$223.3K) |
1.8K | All Managers (Combined) | $222.6K | |||
3.4K | QoQ NEW(+3.4K) YoY NEW(+3.4K) | All Managers (Combined) | $219.1K | QoQ NEW(+$219.1K) YoY NEW(+$219.1K) | |
SYSCO CORP(SYYcusip871829107) | 2.8K | All Managers (Combined) | $213.4K | ||
1.7K | QoQ NEW(+1.7K) YoY NEW(+1.7K) | All Managers (Combined) | $210.6K | QoQ NEW(+$210.6K) YoY NEW(+$210.6K) | |
388 | QoQ +4.30% (-16)YoY NEW(+388) | All Managers (Combined) | $210.4K | YoY NEW(+$210.4K) | |
J M SMUCKER Co(SJMcusip832696405) | 1.7K | QoQ -4.49% (-82)YoY -3.32% (-60) | All Managers (Combined) | $206.4K | |
3.3K | QoQ NEW(+3.3K) YoY NEW(+3.3K) | All Managers (Combined) | $202.7K | QoQ NEW(+$202.7K) YoY NEW(+$202.7K) | |
6.9K | QoQ -6.96% (-514)YoY -7.14% (-528) | All Managers (Combined) | $202.0K | ||
3.6K | QoQ NEW(+3.6K) YoY NEW(+3.6K) | All Managers (Combined) | $200.9K | QoQ NEW(+$200.9K) YoY NEW(+$200.9K) |