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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 7 of 10  ·  195 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 GLD SPDR GOLD TR Financial Services 1,870.0 $689K 0.02% $368.38 +14.4%
122 V VISA INC Financial Services 1,863.0 $639K 0.02% +217.0 +13.2% $343.09 +11.9%
123 SDY SPDR S&P DIVIDEND 4,115.0 $626K 0.02% $152.18 +4.1%
124 FXB INVESCO CURRENCY SHS Financial Services 4,800.0 $613K 0.02% $127.64 +2.4%
125 IWB ISHARES 1,444.0 $591K 0.02% $409.50 +2.5%
126 BIIB BIOGEN INC Healthcare 2,731.0 $590K 0.02% $216.06 +2.3%
127 TSLA TESLA INC Consumer Cyclical 1,324.0 $557K 0.02% +137.0 +11.5% $420.60 -17.8%
128 FDX FEDEX CORP Industrials 1,773.0 $555K 0.02% $313.13 +7.3%
129 IJH ISHARES TRUST 6,868.0 $530K 0.02% $77.11 -0.6%
130 GLW CORNING INCORPORATED Technology 2,060.0 $526K 0.02% $255.43 -40.2%
131 IWO ISHARES 1,331.0 $524K 0.02% $393.96 -2.2%
132 VRTX VERTEX PHARMA Healthcare 1,035.0 $514K 0.02% +30.0 +3.0% $496.73 +10.2%
133 VWO VANGUARD FTSE 8,603.0 $514K 0.02% $59.69 +1.6%
134 CWI ETF MSCI ACWI EXUS 12,596.0 $512K 0.02% $40.67 +2.1%
135 BK BANK OF NEW YORK MEL Financial Services 3,501.0 $506K 0.02% -18.0 -0.5% $144.61 -0.6%
136 IWM ISHARES 1,673.0 $503K 0.02% $300.45 -0.5%
137 NVS NOVARTIS AG Healthcare 3,047.0 $478K 0.02% $156.72 +0.5%
138 AMD ADV MICRO DEVICES Technology 802.0 $466K 0.02% NEW $580.91 -17.2%
139 REGN REGENERON PHARMCTCLS Healthcare 747.0 $466K 0.02% -15K -95.2% $623.54 +30.7%
140 NVO NOVO-NORDISK AS Healthcare 9,380.0 $450K 0.02% -440.0 -4.5% $47.94 -1.6%
Page 7 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%