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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 5 of 10  ·  195 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PG PROCTER AND GAMBLE Consumer Defensive 32,047.0 $4.7M 0.16% $146.64 -1.1%
82 SMH VANECK ETF TR 6,486.0 $4.3M 0.15% $655.89 -15.3%
83 HEDG SERIES PORTFOLIOS TR 129,299.0 $3.9M 0.14% -2K -1.4% $30.00 +2.2%
84 IBM INTL BUSINESS MCHN Technology 13,315.0 $3.7M 0.13% $281.21 -18.3%
85 CMCSA COMCAST CORP Communication Services 140,158.0 $3.4M 0.12% -12K -8.2% $24.55 +10.8%
86 ALL ALLSTATE CORP Financial Services 13,331.0 $3.2M 0.11% +198.0 +1.5% $237.94 +10.0%
87 FNDX SCHWAB STRATEGIC TR 94,791.0 $2.9M 0.10% NEW $31.10 +4.8%
88 FNDE SCHWAB STRATEGIC TR 72,107.0 $2.9M 0.10% +10K +16.1% $39.68 +5.6%
89 CAT CATERPILLAR INC Industrials 2,671.0 $2.8M 0.10% +43.0 +1.6% $1064.90 -22.8%
90 KO COCA-COLA CO Consumer Defensive 31,395.0 $2.6M 0.09% $81.27 +10.8%
91 BAC BANK OF AMERICA CORP Financial Services 44,554.0 $2.5M 0.09% -7K -14.4% $56.98 +9.2%
92 UPS UNITED PARCEL SERVIC Industrials 21,661.0 $2.3M 0.08% -2K -8.3% $107.50 -1.7%
93 SOLV SOLVENTUM CORPORATIN Healthcare 29,445.0 $2.3M 0.08% $77.15 +18.6%
94 LMT LOCKHEED MARTIN CORP Industrials 4,234.0 $2.2M 0.07% +33.0 +0.8% $509.52 +11.0%
95 SMMD ISHARES TR 22,700.0 $2.1M 0.07% $91.63 -0.1%
96 EEM ISHARES 27,904.0 $1.9M 0.07% -280.0 -1.0% $68.41 -1.8%
97 IJS ISHARES 13,758.0 $1.9M 0.07% $136.68 +0.9%
98 EUSA ISHARES MSCI USA 16,000.0 $1.8M 0.06% $114.19 +3.7%
99 VOO VANGUARD INDEX FDS 2,632.0 $1.8M 0.06% $686.36 +2.6%
100 CRCL CIRCLE INTERNET GRP Financial Services 27,616.0 $1.7M 0.06% -500.0 -1.8% $62.63 +43.6%
Page 5 of 10  ·  195 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%