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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 3  ·  53 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SCHE SCHWAB STRATEGIC TR 412,214.0 $14.9M 0.52% -16K -3.8% $36.26 +2.3%
22 SYK STRYKER CORP Healthcare 43,652.0 $13.7M 0.48% -30K -40.4% $314.84 +4.7%
23 PYPL PAYPAL HLDGS INC Financial Services 307,913.0 $13.3M 0.47% -3K -0.8% $43.18 +43.1%
24 NEE NEXTERA ENERGY INC Utilities 139,835.0 $12.3M 0.43% -1K -0.9% $87.77 -4.0%
25 YUM YUM BRANDS INC Consumer Cyclical 70,939.0 $11.3M 0.40% -11K -13.7% $159.86 -3.4%
26 VONG VANGUARD SCOTTSDAL 85,623.0 $10.9M 0.38% -4K -4.0% $127.81 -1.9%
27 DHR DANAHER CORP Healthcare 53,535.0 $10.2M 0.36% -2K -3.5% $190.48 +13.1%
28 AXP AMERICAN EXPRESS CO Financial Services 29,236.0 $9.9M 0.35% -5K -13.6% $338.25 -0.6%
29 ABT ABBOTT LABS Healthcare 99,718.0 $9.0M 0.32% -11K -9.6% $90.74 +25.7%
30 NSC NORFOLK SOUTHERN Industrials 27,348.0 $8.6M 0.30% -2K -6.6% $314.59 +12.1%
31 AMP AMERIPRISE FINANCIAL Financial Services 16,283.0 $7.5M 0.26% -1K -6.4% $458.76 +22.1%
32 AMT AMERICAN TOWER CORP Real Estate 43,320.0 $7.1M 0.25% -1K -2.3% $163.57 +7.4%
33 ITW ILLINOIS TOOL WORKS Industrials 23,489.0 $6.4M 0.22% -3K -9.7% $270.47 +5.6%
34 HEDG SERIES PORTFOLIOS TR 129,299.0 $3.9M 0.14% -2K -1.4% $30.00 +2.2%
35 CMCSA COMCAST CORP Communication Services 140,158.0 $3.4M 0.12% -12K -8.2% $24.55 +10.8%
36 BAC BANK OF AMERICA CORP Financial Services 44,554.0 $2.5M 0.09% -7K -14.4% $56.98 +9.2%
37 UPS UNITED PARCEL SERVIC Industrials 21,661.0 $2.3M 0.08% -2K -8.3% $107.50 -1.7%
38 EEM ISHARES 27,904.0 $1.9M 0.07% -280.0 -1.0% $68.41 -1.8%
39 CRCL CIRCLE INTERNET GRP Financial Services 27,616.0 $1.7M 0.06% -500.0 -1.8% $62.63 +43.6%
40 PM PHILIP MORRIS INTL Consumer Defensive 8,090.0 $1.5M 0.05% -1K -14.5% $180.91 +7.3%
Page 2 of 3  ·  53 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%