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Portfolio (Quarterly) Guide ↗

KLINGENSTEIN FIELDS & CO LP

· CIK 0000859872
13F Portfolio $2.9B AUM 265 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 17 New 37 Added 53 Reduced 8 Exited
Page 2 of 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LMT LOCKHEED MARTIN CORP Industrials 4,234.0 $2.2M 0.07% +33.0 +0.8% $509.52 +11.0%
22 MA MASTERCARD INC Financial Services 2,734.0 $1.4M 0.05% +145.0 +5.6% $513.60 +16.5%
23 GILD GILEAD SCIENCES INC Healthcare 8,138.0 $1.0M 0.04% +219.0 +2.8% $126.34 +17.2%
24 APH AMPHENOL CORPORATION Technology 5,440.0 $959K 0.03% +101.0 +1.9% $176.32 -8.5%
25 WMT WALMART INC Consumer Defensive 8,250.0 $934K 0.03% +614.0 +8.0% $113.27 -7.9%
26 CSX CSX CORP Industrials 18,764.0 $892K 0.03% +423.0 +2.3% $47.53 +8.9%
27 CRWD CROWDSTRIKE HOLDIN Technology 1,087.0 $830K 0.03% +39.0 +3.7% $190.78 -0.8%
28 MCD MCDONALDS CORP Consumer Cyclical 2,963.0 $801K 0.03% +75.0 +2.6% $270.31 -1.3%
29 V VISA INC Financial Services 1,863.0 $639K 0.02% +217.0 +13.2% $343.09 +11.9%
30 TSLA TESLA INC Consumer Cyclical 1,324.0 $557K 0.02% +137.0 +11.5% $420.60 -17.8%
31 VRTX VERTEX PHARMA Healthcare 1,035.0 $514K 0.02% +30.0 +3.0% $496.73 +10.2%
32 CSCO CISCO SYSTEMS INC Technology 3,798.0 $446K 0.02% +106.0 +2.9% $117.46 -4.3%
33 EXEL EXELIXIS INC Healthcare 7,178.0 $391K 0.01% +178.0 +2.5% $54.41 +3.1%
34 SCHW SCHWAB CHARLES CORP Financial Services 4,093.0 $378K 0.01% +390.0 +10.5% $92.27 +18.6%
35 PH PARKER HANNIFIN CORP Industrials 266.0 $260K 0.01% +25.0 +10.4% $978.12 +6.3%
36 IWF ISHARES 2,020.0 $251K 0.01% +1K +284.8% $124.17 -1.9%
37 IBIT ISHARES BITCOIN TR Financial Services 7,291.0 $243K 0.01% +1K +19.7% $33.29 +33.6%
Page 2 of 2  ·  37 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.4%
Financial Services 14.7%
Healthcare 13.2%
Communication Services 11.2%
Industrials 10.6%
Consumer Cyclical 7.2%
Consumer Defensive 6.7%
Energy 1.8%
Real Estate 1.7%
Basic Materials 1.4%