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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BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:10.0K

Value:$5.3M

% of Portfolio:0.3% ($5.3M/$1.6B)

922908553

VNQ|922908553

Shares:54.0K

Value:$4.9M

% of Portfolio:0.3% ($4.9M/$1.6B)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:19.3K

Value:$4.7M

% of Portfolio:0.3% ($4.7M/$1.6B)

NVIDIA CORP

NVDA|67066G104

Shares:40.7K

Value:$4.4M

% of Portfolio:0.3% ($4.4M/$1.6B)

464287168

DVY|464287168

Shares:32.7K

Value:$4.4M

% of Portfolio:0.3% ($4.4M/$1.6B)

46138E354

Shares:57.2K

Value:$4.3M

% of Portfolio:0.3% ($4.3M/$1.6B)

EXXON MOBIL CORP

XOM|30231G102

Shares:35.7K

Value:$4.2M

% of Portfolio:0.3% ($4.2M/$1.6B)

Alphabet Inc.

GOOG|02079K107

Shares:26.2K

Value:$4.1M

% of Portfolio:0.3% ($4.1M/$1.6B)

Mastercard Inc

MA|57636Q104

Shares:7.2K

Value:$4.0M

% of Portfolio:0.2% ($4.0M/$1.6B)

Crocs, Inc.

CROX|227046109

Shares:30.3K

Value:$3.2M

% of Portfolio:0.2% ($3.2M/$1.6B)

25434V609

Shares:62.2K

Value:$3.2M

% of Portfolio:0.2% ($3.2M/$1.6B)

922042775

VEU|922042775

Shares:51.1K

Value:$3.1M

% of Portfolio:0.2% ($3.1M/$1.6B)

Alphabet Inc.

GOOGL|02079K305

Shares:19.3K

Value:$3.0M

% of Portfolio:0.2% ($3.0M/$1.6B)

46641Q837

Shares:57.4K

Value:$2.9M

% of Portfolio:0.2% ($2.9M/$1.6B)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:3.1K

Value:$2.9M

% of Portfolio:0.2% ($2.9M/$1.6B)

464287465

EFA|464287465

Shares:34.7K

Value:$2.8M

% of Portfolio:0.2% ($2.8M/$1.6B)

Meta Platforms, Inc.

META|30303M102

Shares:4.9K

Value:$2.8M

% of Portfolio:0.2% ($2.8M/$1.6B)

JOHNSON & JOHNSON

JNJ|478160104

Shares:17.0K

Value:$2.8M

% of Portfolio:0.2% ($2.8M/$1.6B)

VISA INC.

V|92826C839

Shares:7.8K

Value:$2.7M

% of Portfolio:0.2% ($2.7M/$1.6B)

APPLIED MATERIALS INC /DE

AMAT|038222105

Shares:18.4K

Value:$2.7M

% of Portfolio:0.2% ($2.7M/$1.6B)

Instrument	Shares		Other Manager	Value	% of Portfolio
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	10.0K	QoQ +6.29% (+590) YoY +13.20% (+1.2K)	All Managers (Combined)	$5.3M	0.3% ($5.3M/$1.6B)	QoQ +24.88% (+$1.1M) YoY +43.36% (+$1.6M)
(VNQcusip922908553)	54.0K	QoQ +2.21% (+1.2K) YoY +2.53% (+1.3K)	All Managers (Combined)	$4.9M	0.3% ($4.9M/$1.6B)	QoQ +3.89% (+$183.2K) YoY +7.35% (+$334.8K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	19.3K	QoQ +6.89% (+1.2K) YoY +67.46% (+7.8K)	All Managers (Combined)	$4.7M	0.3% ($4.7M/$1.6B)	QoQ +9.38% (+$407.1K) YoY +105.07% (+$2.4M)
NVIDIA CORP(NVDAcusip67066G104)	40.7K	QoQ +9.08% (-3.4K) YoY +1635.02% (+38.4K)	All Managers (Combined)	$4.4M	0.3% ($4.4M/$1.6B)	QoQ -11.96% (-$599.6K) YoY +108.11% (+$2.3M)
(DVYcusip464287168)	32.7K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$4.4M	0.3% ($4.4M/$1.6B)	QoQ +2.28% (+$98.0K) YoY +9.01% (+$363.0K)
(cusip46138E354)✕	57.2K	QoQ 0.00% (+0) YoY -2.10% (-1.2K)	All Managers (Combined)	$4.3M	0.3% ($4.3M/$1.6B)	QoQ +6.74% (+$269.9K) YoY +11.04% (-$425.0K)
EXXON MOBIL CORP(XOMcusip30231G102)	35.7K	QoQ -0.51% (-186) YoY +39.22% (+10.1K)	All Managers (Combined)	$4.2M	0.3% ($4.2M/$1.6B)	QoQ +9.98% (-$385.6K) YoY +42.44% (+$1.3M)
Alphabet Inc.(GOOGcusip02079K107)	26.2K	QoQ -2.14% (-573) YoY +63.68% (+10.2K)	All Managers (Combined)	$4.1M	0.3% ($4.1M/$1.6B)	QoQ -19.72% (-$1.0M) YoY +67.95% (+$1.7M)
Mastercard Inc(MAcusip57636Q104)	7.2K	QoQ -0.30% (-22) YoY -2.23% (-165)	All Managers (Combined)	$4.0M	0.2% ($4.0M/$1.6B)	QoQ +3.77% (-$143.9K) YoY +11.27% (-$400.6K)
Crocs, Inc.(CROXcusip227046109)	30.3K	QoQ +0.72% (-219) YoY +7.19% (-2.0K)	All Managers (Combined)	$3.2M	0.2% ($3.2M/$1.6B)	QoQ -2.33% (-$77.0K) YoY -20.83% (-$847.6K)
(cusip25434V609)✕	62.2K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$3.2M	0.2% ($3.2M/$1.6B)	QoQ -7.49% (-$259.4K) YoY -5.40% (-$182.9K)
(VEUcusip922042775)	51.1K	QoQ +27.40% (+11.0K) YoY +55.96% (+18.3K)	All Managers (Combined)	$3.1M	0.2% ($3.1M/$1.6B)	QoQ +34.61% (+$797.7K) YoY +61.30% (+$1.2M)
Alphabet Inc.(GOOGLcusip02079K305)	19.3K	QoQ +0.61% (-118) YoY +19.89% (+3.2K)	All Managers (Combined)	$3.0M	0.2% ($3.0M/$1.6B)	QoQ -17.80% (-$645.3K) YoY +22.84% (+$554.0K)
(cusip46641Q837)✕	57.4K	QoQ +10.87% (+5.6K) YoY +10.66% (+5.5K)	All Managers (Combined)	$2.9M	0.2% ($2.9M/$1.6B)	QoQ +11.44% (+$298.6K) YoY +11.05% (+$289.4K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	3.1K	QoQ -0.61% (-19) YoY +180.95% (+2.0K)	All Managers (Combined)	$2.9M	0.2% ($2.9M/$1.6B)	QoQ +2.58% (-$73.1K) YoY +262.69% (+$2.1M)
(EFAcusip464287465)	34.7K	QoQ +1.60% (+550) YoY +5.15% (+1.7K)	All Managers (Combined)	$2.8M	0.2% ($2.8M/$1.6B)	QoQ +9.83% (+$254.1K) YoY +7.61% (+$200.8K)
Meta Platforms, Inc.(METAcusip30303M102)	4.9K	QoQ +6.40% (+296) YoY +24.40% (+964)	All Managers (Combined)	$2.8M	0.2% ($2.8M/$1.6B)	QoQ +4.74% (+$128.4K) YoY +47.66% (+$914.3K)
JOHNSON & JOHNSON(JNJcusip478160104)	17.0K	QoQ +13.38% (+2.0K) YoY +8.32% (+1.3K)	All Managers (Combined)	$2.8M	0.2% ($2.8M/$1.6B)	QoQ +30.02% (+$650.4K) YoY +13.56% (+$336.4K)
VISA INC.(Vcusip92826C839)	7.8K	QoQ +2.77% (+211) YoY +110.35% (+4.1K)	All Managers (Combined)	$2.7M	0.2% ($2.7M/$1.6B)	QoQ +13.96% (+$335.8K) YoY +164.16% (+$1.7M)
APPLIED MATERIALS INC /DE(AMATcusip038222105)	18.4K	QoQ +2.47% (-446) YoY +2.49% (-449)	All Managers (Combined)	$2.7M	0.2% ($2.7M/$1.6B)	QoQ -8.55% (-$250.4K) YoY -27.87% (-$1.0M)