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 • $1.6B total value
Manager:
Search and click to pin securities to the top
Page 4 of 14
464287523
Shares:14.2K
Value:$2.7M
% of Portfolio:0.2% ($2.7M/$1.6B)
46429B663
Shares:20.7K
Value:$2.5M
% of Portfolio:0.2% ($2.5M/$1.6B)
46431W507
Shares:43.2K
Value:$2.2M
% of Portfolio:0.1% ($2.2M/$1.6B)
72201R833
Shares:20.5K
Value:$2.1M
% of Portfolio:0.1% ($2.1M/$1.6B)
464287101
Shares:6.9K
Value:$1.9M
% of Portfolio:0.1% ($1.9M/$1.6B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip464287523)✕ | 14.2K | QoQ +6.69% (-890)YoY +7.46% (-985) | All Managers (Combined) | $2.7M | 0.2% ($2.7M/$1.6B) | |
HOME DEPOT, INC.(HDcusip437076102) | 7.1K | All Managers (Combined) | $2.6M | 0.2% ($2.6M/$1.6B) | ||
(cusip46429B663)✕ | 20.7K | QoQ -0.45% (-94)YoY -2.90% (-620) | All Managers (Combined) | $2.5M | 0.2% ($2.5M/$1.6B) | |
| 14.4K | All Managers (Combined) | $2.5M | 0.2% ($2.5M/$1.6B) | |||
AbbVie Inc.(ABBVcusip00287Y109) | 11.7K | All Managers (Combined) | $2.4M | 0.1% ($2.4M/$1.6B) | ||
| 10.7K | QoQ -2.86% (-314)YoY -5.04% (-567) | All Managers (Combined) | $2.4M | 0.1% ($2.4M/$1.6B) | ||
(cusip46431W507)✕ | 43.2K | All Managers (Combined) | $2.2M | 0.1% ($2.2M/$1.6B) | ||
| 15.6K | All Managers (Combined) | $2.1M | 0.1% ($2.1M/$1.6B) | |||
Blackstone Inc.(BXcusip09260D107) | 15.2K | All Managers (Combined) | $2.1M | 0.1% ($2.1M/$1.6B) | ||
| 6.8K | All Managers (Combined) | $2.1M | 0.1% ($2.1M/$1.6B) | |||
| 12.1K | All Managers (Combined) | $2.1M | 0.1% ($2.1M/$1.6B) | |||
(cusip72201R833)✕ | 20.5K | QoQ +0.03% (+7)YoY +0.03% (+7) | All Managers (Combined) | $2.1M | 0.1% ($2.1M/$1.6B) | |
| 12.9K | QoQ 0.00% (-0)YoY +2.13% (-271) | All Managers (Combined) | $2.0M | 0.1% ($2.0M/$1.6B) | ||
| 27.9K | QoQ -1.27% (-360)YoY -2.30% (-657) | All Managers (Combined) | $1.9M | 0.1% ($1.9M/$1.6B) | ||
| 24.3K | All Managers (Combined) | $1.9M | 0.1% ($1.9M/$1.6B) | |||
(cusip464287101)✕ | 6.9K | QoQ +2.17% (-146)YoY +2.17% (+146) | All Managers (Combined) | $1.9M | 0.1% ($1.9M/$1.6B) | |
| 15.5K | QoQ NEW(+15.5K) YoY NEW(+15.5K) | All Managers (Combined) | $1.8M | 0.1% ($1.8M/$1.6B) | QoQ NEW(+$1.8M) YoY NEW(+$1.8M) | |
ORACLE CORP(ORCLcusip68389X105) | 12.3K | All Managers (Combined) | $1.7M | 0.1% ($1.7M/$1.6B) | ||
| 8.5K | QoQ +2.05% (+171)YoY -0.74% (-64) | All Managers (Combined) | $1.7M | 0.1% ($1.7M/$1.6B) | ||
| 12.2K | All Managers (Combined) | $1.7M | 0.1% ($1.7M/$1.6B) |