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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 8 of 10  ·  195 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CFG CITIZENS FINANCIAL Financial Services 6,402.0 $449K 0.02% $70.07 +0.6%
142 ITOT ISHARES TRUST CORE 2,727.0 $448K 0.02% -1K -27.2% $164.27 +2.2%
143 CSCO CISCO SYSTEMS INC Technology 3,798.0 $446K 0.02% +106.0 +2.9% $117.46 -4.3%
144 LIN LINDE PLC Basic Materials 846.0 $439K 0.01% -30.0 -3.4% $518.94 -5.5%
145 IP INTERNATIONAL PAPER Consumer Cyclical 11,365.0 $433K 0.01% $38.10 +8.6%
146 AMGN AMGEN INC Healthcare 1,142.0 $414K 0.01% $362.12 +21.6%
147 QCOM QUALCOMM INC Technology 2,237.0 $413K 0.01% $184.79 -11.4%
148 WFC WELLS FARGO & CO Financial Services 4,901.0 $405K 0.01% $82.64 +3.1%
149 EXEL EXELIXIS INC Healthcare 7,178.0 $391K 0.01% +178.0 +2.5% $54.41 +3.1%
150 USRT ISHARES TRUST 5,867.0 $390K 0.01% $66.45 +1.2%
151 GEV GE VERNOVA INC Utilities 330.0 $388K 0.01% $1174.86 -18.9%
152 WLY JOHN WILEY& SONS INC Communication Services 7,909.0 $384K 0.01% $48.51 +9.5%
153 SCHW SCHWAB CHARLES CORP Financial Services 4,093.0 $378K 0.01% +390.0 +10.5% $92.27 +18.6%
154 CBT CABOT CORP Basic Materials 4,105.0 $373K 0.01% $90.82 -6.9%
155 QUAL ISHARES TR 1,553.0 $341K 0.01% $219.43 +2.0%
156 VRT VERTIV HOLDINGS LLC Industrials 1,000.0 $335K 0.01% $334.82 -21.2%
157 STT STATE STREET CORP Financial Services 1,900.0 $322K 0.01% $169.60 +14.2%
158 Q QNITY ELECTRONICS IN Technology 1,964.0 $321K 0.01% -90.0 -4.4% $163.31 -22.7%
159 GM GENERAL MOTORS CO Consumer Cyclical 4,158.0 $320K 0.01% $77.08 +12.0%
160 FNB F N B CORP Financial Services 16,452.0 $314K 0.01% $19.08 -3.2%
Page 8 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%