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 7 of 14
78463X509
Shares:18.7K
Value:$736.5K
025072877
Shares:8.2K
Value:$715.7K
25434V401
Shares:11.7K
Value:$709.1K
46138G870
Shares:24.8K
Value:$600.5K
97717X669
Shares:7.4K
Value:$587.2K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip78463X509)✕ | 18.7K | QoQ 0.00% (+0)YoY NEW(+18.7K) | All Managers (Combined) | $736.5K | YoY NEW(+$736.5K) |
4.6K | All Managers (Combined) | $726.6K | |||
32.6K | All Managers (Combined) | $719.5K | |||
(cusip025072877)✕ | 8.2K | QoQ +0.29% (-24)YoY +1.29% (-105) | All Managers (Combined) | $715.7K | |
(cusip25434V401)✕ | 11.7K | QoQ 0.00% (-0) | All Managers (Combined) | $709.1K | |
Accenture plc(ACNcusipG1151C101) | 2.2K | All Managers (Combined) | $695.5K | ||
1.3K | All Managers (Combined) | $684.0K | |||
5.3K | All Managers (Combined) | $680.9K | |||
STRYKER CORP(SYKcusip863667101) | 1.8K | YoY NEW(+1.8K) | All Managers (Combined) | $670.8K | YoY NEW(+$670.8K) |
10.7K | All Managers (Combined) | $660.3K | |||
BlackRock, Inc.(BLKcusip09290D101) | 684 | YoY NEW(+684) | All Managers (Combined) | $647.4K | YoY NEW(+$647.4K) |
3.5K | All Managers (Combined) | $645.4K | |||
GE Vernova Inc.(GEVcusip36828A101) | 2.1K | QoQ +0.33% (-7)YoY NEW(+2.1K) | All Managers (Combined) | $641.4K | YoY NEW(+$641.4K) |
2.9K | QoQ +3.34% (-95) | All Managers (Combined) | $621.1K | ||
3.4K | All Managers (Combined) | $618.3K | |||
HERSHEY CO(HSYcusip427866108) | 3.6K | QoQ +3.88% (+134)YoY +2.74% (-96) | All Managers (Combined) | $613.5K | |
2.2K | YoY NEW(+2.2K) | All Managers (Combined) | $611.9K | YoY NEW(+$611.9K) | |
(cusip46138G870)✕ | 24.8K | All Managers (Combined) | $600.5K | ||
Walt Disney Co(DIScusip254687106) | 6.0K | All Managers (Combined) | $587.3K | ||
(cusip97717X669)✕ | 7.4K | QoQ +0.64% (-47)YoY +0.64% (+47) | All Managers (Combined) | $587.2K |