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

Page 7 of 14

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78463X509

Shares:18.7K

Value:$736.5K

% of Portfolio:0.0% ($736.5K/$1.6B)

Philip Morris International Inc.

PM|718172109

Shares:4.6K

Value:$726.6K

% of Portfolio:0.0% ($726.6K/$1.6B)

808524201

SCHX|808524201

Shares:32.6K

Value:$719.5K

% of Portfolio:0.0% ($719.5K/$1.6B)

025072877

Shares:8.2K

Value:$715.7K

% of Portfolio:0.0% ($715.7K/$1.6B)

25434V401

Shares:11.7K

Value:$709.1K

% of Portfolio:0.0% ($709.1K/$1.6B)

Accenture plc

ACN|G1151C101

Shares:2.2K

Value:$695.5K

% of Portfolio:0.0% ($695.5K/$1.6B)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:1.3K

Value:$684.0K

% of Portfolio:0.0% ($684.0K/$1.6B)

ROSS STORES, INC.

ROST|778296103

Shares:5.3K

Value:$680.9K

% of Portfolio:0.0% ($680.9K/$1.6B)

STRYKER CORP

SYK|863667101

Shares:1.8K

Value:$670.8K

% of Portfolio:0.0% ($670.8K/$1.6B)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:10.7K

Value:$660.3K

% of Portfolio:0.0% ($660.3K/$1.6B)

BlackRock, Inc.

BLK|09290D101

Shares:684

Value:$647.4K

% of Portfolio:0.0% ($647.4K/$1.6B)

922908611

VBR|922908611

Shares:3.5K

Value:$645.4K

% of Portfolio:0.0% ($645.4K/$1.6B)

GE Vernova Inc.

GEV|36828A101

Shares:2.1K

Value:$641.4K

% of Portfolio:0.0% ($641.4K/$1.6B)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:2.9K

Value:$621.1K

% of Portfolio:0.0% ($621.1K/$1.6B)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:3.4K

Value:$618.3K

% of Portfolio:0.0% ($618.3K/$1.6B)

HERSHEY CO

HSY|427866108

Shares:3.6K

Value:$613.5K

% of Portfolio:0.0% ($613.5K/$1.6B)

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:2.2K

Value:$611.9K

% of Portfolio:0.0% ($611.9K/$1.6B)

46138G870

Shares:24.8K

Value:$600.5K

% of Portfolio:0.0% ($600.5K/$1.6B)

Walt Disney Co

DIS|254687106

Shares:6.0K

Value:$587.3K

% of Portfolio:0.0% ($587.3K/$1.6B)

97717X669

Shares:7.4K

Value:$587.2K

% of Portfolio:0.0% ($587.2K/$1.6B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip78463X509)✕	18.7K	QoQ 0.00% (+0) YoY NEW(+18.7K)	All Managers (Combined)	$736.5K	0.0% ($736.5K/$1.6B)	QoQ +2.60% (+$18.7K) YoY NEW(+$736.5K)
Philip Morris International Inc.(PMcusip718172109)	4.6K	QoQ +38.06% (+1.3K) YoY +66.43% (+1.8K)	All Managers (Combined)	$726.6K	0.0% ($726.6K/$1.6B)	QoQ +82.09% (+$327.6K) YoY +188.32% (+$474.6K)
(SCHXcusip808524201)	32.6K	QoQ +21.17% (+5.7K) YoY +262.97% (+23.6K)	All Managers (Combined)	$719.5K	0.0% ($719.5K/$1.6B)	QoQ +15.42% (+$96.2K) YoY +29.13% (+$162.3K)
(cusip025072877)✕	8.2K	QoQ +0.29% (-24) YoY +1.29% (-105)	All Managers (Combined)	$715.7K	0.0% ($715.7K/$1.6B)	QoQ -9.43% (-$74.6K) YoY -5.76% (-$43.8K)
(cusip25434V401)✕	11.7K	QoQ 0.00% (-0) YoY -21.89% (-3.3K)	All Managers (Combined)	$709.1K	0.0% ($709.1K/$1.6B)	QoQ -5.12% (-$38.3K) YoY -17.09% (-$146.2K)
Accenture plc(ACNcusipG1151C101)	2.2K	QoQ -1.93% (-44) YoY +84.97% (+1.0K)	All Managers (Combined)	$695.5K	0.0% ($695.5K/$1.6B)	QoQ -13.01% (-$104.1K) YoY +66.52% (+$277.9K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	1.3K	QoQ -30.53% (-574) YoY +37.61% (+357)	All Managers (Combined)	$684.0K	0.0% ($684.0K/$1.6B)	QoQ -28.07% (-$267.0K) YoY +45.69% (+$214.5K)
ROSS STORES, INC.(ROSTcusip778296103)	5.3K	QoQ -15.78% (-999) YoY -15.68% (-991)	All Managers (Combined)	$680.9K	0.0% ($680.9K/$1.6B)	QoQ -28.86% (-$276.2K) YoY -26.58% (-$246.5K)
STRYKER CORP(SYKcusip863667101)	1.8K	QoQ -35.41% (-988) YoY NEW(+1.8K)	All Managers (Combined)	$670.8K	0.0% ($670.8K/$1.6B)	QoQ -33.22% (-$333.7K) YoY NEW(+$670.8K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	10.7K	QoQ +33.95% (+2.7K) YoY +12.68% (+1.2K)	All Managers (Combined)	$660.3K	0.0% ($660.3K/$1.6B)	QoQ +39.63% (+$187.4K) YoY +39.32% (+$186.3K)
BlackRock, Inc.(BLKcusip09290D101)	684	QoQ +39.30% (+193) YoY NEW(+684)	All Managers (Combined)	$647.4K	0.0% ($647.4K/$1.6B)	QoQ +28.62% (+$144.1K) YoY NEW(+$647.4K)
(VBRcusip922908611)	3.5K	QoQ -0.34% (-12) YoY -34.26% (-1.8K)	All Managers (Combined)	$645.4K	0.0% ($645.4K/$1.6B)	QoQ -6.32% (-$43.5K) YoY -36.17% (-$365.8K)
GE Vernova Inc.(GEVcusip36828A101)	2.1K	QoQ +0.33% (-7) YoY NEW(+2.1K)	All Managers (Combined)	$641.4K	0.0% ($641.4K/$1.6B)	QoQ -6.87% (-$47.4K) YoY NEW(+$641.4K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	2.9K	QoQ +3.34% (-95) YoY +21.19% (+513)	All Managers (Combined)	$621.1K	0.0% ($621.1K/$1.6B)	QoQ -3.12% (-$20.0K) YoY +25.03% (+$124.4K)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	3.4K	QoQ +30.68% (+808) YoY +199.21% (+2.3K)	All Managers (Combined)	$618.3K	0.0% ($618.3K/$1.6B)	QoQ +25.24% (+$124.6K) YoY +208.64% (+$418.0K)
HERSHEY CO(HSYcusip427866108)	3.6K	QoQ +3.88% (+134) YoY +2.74% (-96)	All Managers (Combined)	$613.5K	0.0% ($613.5K/$1.6B)	QoQ +4.91% (+$28.7K) YoY -9.64% (-$65.5K)
PROGRESSIVE CORP/OH/(PGRcusip743315103)	2.2K	QoQ +59.20% (+804) YoY NEW(+2.2K)	All Managers (Combined)	$611.9K	0.0% ($611.9K/$1.6B)	QoQ +88.04% (+$286.5K) YoY NEW(+$611.9K)
(cusip46138G870)✕	24.8K	QoQ -4.98% (-1.3K) YoY -3.87% (-1.0K)	All Managers (Combined)	$600.5K	0.0% ($600.5K/$1.6B)	QoQ -4.78% (-$30.2K) YoY -1.97% (-$12.1K)
Walt Disney Co(DIScusip254687106)	6.0K	QoQ -3.53% (-218) YoY +54.38% (+2.1K)	All Managers (Combined)	$587.3K	0.0% ($587.3K/$1.6B)	QoQ -14.49% (-$99.5K) YoY +24.53% (+$115.7K)
(cusip97717X669)✕	7.4K	QoQ +0.64% (-47) YoY +0.64% (+47)	All Managers (Combined)	$587.2K	0.0% ($587.2K/$1.6B)	QoQ -0.68% (-$4.1K) YoY +5.49% (+$30.6K)