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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 3 of 3  ·  53 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MO ALTRIA GROUP INC Consumer Defensive 14,221.0 $1.0M 0.04% -1K -7.5% $71.95 -3.9%
42 IWD ISHARES 2,847.0 $690K 0.02% -450.0 -13.7% $242.43 +6.6%
43 BK BANK OF NEW YORK MEL Financial Services 3,501.0 $506K 0.02% -18.0 -0.5% $144.61 -0.6%
44 REGN REGENERON PHARMCTCLS Healthcare 747.0 $466K 0.02% -15K -95.2% $623.54 +30.7%
45 NVO NOVO-NORDISK AS Healthcare 9,380.0 $450K 0.02% -440.0 -4.5% $47.94 -1.6%
46 ITOT ISHARES TRUST CORE 2,727.0 $448K 0.02% -1K -27.2% $164.27 +2.2%
47 LIN LINDE PLC Basic Materials 846.0 $439K 0.01% -30.0 -3.4% $518.94 -5.5%
48 Q QNITY ELECTRONICS IN Technology 1,964.0 $321K 0.01% -90.0 -4.4% $163.31 -22.7%
49 UNH UNITEDHEALTH GRP INC Healthcare 680.0 $283K 0.01% -68.0 -9.1% $415.63 -3.5%
50 ICE INTER CONTINENTAL EX Financial Services 2,241.0 $276K 0.01% -749.0 -25.1% $123.11 +31.5%
51 BLK BLACKROCK INC Financial Services 286.0 $275K 0.01% -12.0 -4.0% $961.56 +22.0%
52 CVS CVS HEALTH CORP Healthcare 2,580.0 $267K 0.01% -800.0 -23.7% $103.45 -8.8%
53 ZS ZSCALER INC Technology 1,473.0 $208K 0.01% -88K -98.3% $141.15 +20.7%
Page 3 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%