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Portfolio (Quarterly) Guide ↗

KLINGENSTEIN FIELDS & CO LP

· CIK 0000859872
13F Portfolio $2.5B AUM 255 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 17 New 25 Added 71 Reduced 17 Exited
Page 6 of 10  ·  186 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MA MASTERCARD INC Financial Services 2,589.0 $1.3M 0.05% +759.0 +41.5% $499.66 -0.2%
102 ABBV ABBVIE INC Healthcare 5,537.0 $1.2M 0.05% +462.0 +9.1% $217.49 -0.8%
103 GILD GILEAD SCIENCES INC Healthcare 7,919.0 $1.1M 0.04% -920.0 -10.4% $139.37 -3.6%
104 MO ALTRIA GROUP INC Consumer Defensive 15,365.0 $1.0M 0.04% $65.99 +12.0%
105 ADP AUTOMATIC DATA PROC Industrials 4,873.0 $990K 0.04% $203.18 +10.9%
106 EMB ISHARES 10,305.0 $968K 0.04% NEW $93.93 +1.3%
107 WMT WALMART INC Consumer Defensive 7,636.0 $949K 0.04% +4K +114.1% $124.28 -3.2%
108 EMLC VANECK ETF TRUST 37,779.0 $949K 0.04% NEW $25.11 +0.9%
109 LOW LOWES CO Consumer Cyclical 3,828.0 $905K 0.04% -175.0 -4.4% $236.30 -9.0%
110 MCD MCDONALDS CORP Consumer Cyclical 2,888.0 $898K 0.04% -900.0 -23.8% $310.79 -9.2%
111 WTM WHITE MTNS INS GROUP Financial Services 380.0 $835K 0.03% $2196.96 -2.3%
112 GLD SPDR GOLD TR Financial Services 1,870.0 $805K 0.03% $430.29 -3.8%
113 CSX CSX CORP Industrials 18,341.0 $753K 0.03% $41.05 +10.9%
114 TIP ISHARES TR 6,814.0 $752K 0.03% -46.0 -0.7% $110.36 +0.0%
115 IWD ISHARES 3,297.0 $704K 0.03% $213.67 +10.6%
116 IWN ISHARES 3,582.0 $679K 0.03% $189.59 +11.5%
117 APH AMPHENOL CORPORATION Technology 5,339.0 $675K 0.03% $126.35 +4.5%
118 FDX FEDEX CORP Industrials 1,765.0 $629K 0.03% $356.18 +10.7%
119 FXB INVESCO CURRENCY SHS Financial Services 4,800.0 $611K 0.02% $127.35 +1.5%
120 SDY SPDR S&P DIVIDEND 4,115.0 $601K 0.02% $145.94 +2.8%
Page 6 of 10  ·  186 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 25.1%
Healthcare 14.6%
Financial Services 13.8%
Communication Services 13.3%
Industrials 12.1%
Consumer Defensive 7.5%
Consumer Cyclical 6.9%
Energy 2.3%
Real Estate 1.7%
Basic Materials 1.3%