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 5 of 14
46641Q654
Shares:32.2K
Value:$1.6M
% of Portfolio:0.1% ($1.6M/$1.6B)
46138G672
Shares:13.0K
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$1.6B)
25434V856
Shares:32.8K
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$1.6B)
Shares:4.7K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$1.6B)
46138G664
Shares:28.6K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$1.6B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip46641Q654)✕ | 32.2K | All Managers (Combined) | $1.6M | 0.1% ($1.6M/$1.6B) | ||
| 13.4K | All Managers (Combined) | $1.6M | 0.1% ($1.6M/$1.6B) | |||
| 13.3K | All Managers (Combined) | $1.6M | 0.1% ($1.6M/$1.6B) | |||
ELI LILLY & Co(LLYcusip532457108) | 1.9K | All Managers (Combined) | $1.6M | 0.1% ($1.6M/$1.6B) | ||
MCDONALDS CORP(MCDcusip580135101) | 5.0K | All Managers (Combined) | $1.6M | 0.1% ($1.6M/$1.6B) | ||
Compass, Inc.(COMPcusip20464U100) | 172.3K | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$1.6B) | ||
| 14.9K | QoQ 0.00% (-0)YoY -0.08% (-13) | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$1.6B) | ||
Broadcom Inc.(AVGOcusip11135F101) | 8.6K | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$1.6B) | ||
| 10.6K | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$1.6B) | |||
(cusip46138G672)✕ | 13.0K | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$1.6B) | ||
(cusip25434V856)✕ | 32.8K | QoQ 0.00% (+0) | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$1.6B) | |
| 2.9K | QoQ +1.49% (-42)YoY +6.13% (+165) | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$1.6B) | ||
| 6.9K | QoQ +4.78% (+315)YoY +7.32% (+471) | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$1.6B) | ||
Tesla, Inc.(TSLAcusip88160R101) | 5.0K | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$1.6B) | ||
| 9.3K | QoQ 0.00% (+0)YoY +7.43% (+642) | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$1.6B) | ||
| 4.7K | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$1.6B) | |||
(cusip46138G664)✕ | 28.6K | QoQ 0.00% (-0)YoY -1.85% (-539) | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$1.6B) | |
| 58.7K | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$1.6B) | |||
| 16.3K | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$1.6B) | |||
NETFLIX INC(NFLXcusip64110L106) | 1.2K | QoQ +5.98% (+69) | All Managers (Combined) | $1.1M | 0.1% ($1.1M/$1.6B) |