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 6 of 14
921932828
Shares:10.9K
Value:$1.1M
46138E735
Shares:23.7K
Value:$794.1K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
761 | QoQ +1.33% (+10)YoY -4.99% (-40) | All Managers (Combined) | $1.1M | ||
12.5K | QoQ 0.00% (-0)YoY +0.44% (+55) | All Managers (Combined) | $1.1M | ||
30.6K | All Managers (Combined) | $1.1M | |||
Coupang, Inc.(CPNGcusip22266T109) | 48.2K | All Managers (Combined) | $1.1M | ||
(cusip921932828)✕ | 10.9K | All Managers (Combined) | $1.1M | ||
2.8K | All Managers (Combined) | $1.0M | |||
2.7K | QoQ -0.44% (-12)YoY -9.90% (-292) | All Managers (Combined) | $984.5K | ||
DEERE & CO(DEcusip244199105) | 2.0K | All Managers (Combined) | $944.9K | ||
COCA COLA CO(KOcusip191216100) | 12.5K | All Managers (Combined) | $895.9K | ||
CHEVRON CORP(CVXcusip166764100) | 5.3K | All Managers (Combined) | $889.3K | ||
20.2K | QoQ 0.00% (+0) | All Managers (Combined) | $881.5K | ||
9.7K | QoQ +1.25% (-120)YoY +8.70% (-775) | All Managers (Combined) | $868.4K | ||
Walmart Inc.(WMTcusip931142103) | 9.3K | All Managers (Combined) | $820.5K | ||
HUBBELL INC(HUBBcusip443510607) | 2.5K | QoQ NEW(+2.5K) YoY NEW(+2.5K) | All Managers (Combined) | $816.4K | QoQ NEW(+$816.4K) YoY NEW(+$816.4K) |
Salesforce, Inc.(CRMcusip79466L302) | 3.0K | All Managers (Combined) | $804.5K | ||
1 | All Managers (Combined) | $798.4K | |||
(cusip46138E735)✕ | 23.7K | QoQ 0.00% (+0) | All Managers (Combined) | $794.1K | |
1.8K | QoQ +1.67% (-29)YoY +3.04% (+52) | All Managers (Combined) | $785.5K | ||
1.5K | All Managers (Combined) | $768.8K | |||
4.4K | QoQ -1.14% (-51)YoY +5.40% (+226) | All Managers (Combined) | $761.4K |