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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 9 of 10  ·  186 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 VIG VANGUARD SPECIALIZED 1,197.0 $257K 0.01% $215.06 +8.4%
162 CEG CONSTELLATION ENERGY Utilities 899.0 $251K 0.01% $279.25 +5.3%
163 VRT VERTIV HOLDINGS LLC Industrials 1,000.0 $251K 0.01% NEW $250.58 +30.7%
164 MRSH MARSH Financial Services 1,401.0 $243K 0.01% $173.45 -5.4%
165 CVS CVS HEALTH CORP Healthcare 3,380.0 $243K 0.01% -375.0 -10.0% $71.82 +29.9%
166 STT STATE STREET CORP Financial Services 1,900.0 $240K 0.01% $126.56 +21.6%
167 Q QNITY ELECTRONICS IN Technology 2,054.0 $237K 0.01% NEW $115.38 +36.0%
168 APD AIR PRODS & CHEMS Basic Materials 815.0 $237K 0.01% $290.49 -0.4%
169 PHO INVESCO ETF TR 3,500.0 $234K 0.01% $66.86 -2.2%
170 IBIT ISHARES BITCOIN TR Financial Services 6,090.0 $234K 0.01% +556.0 +10.1% $38.42 +11.8%
171 GD GENERAL DYNAMICS Industrials 657.0 $225K 0.01% $343.22 -0.1%
172 IQVIA HOLDINGS INC 1,321.0 $225K 0.01% $170.54
173 CRM SALESFORCE INC Technology 1,202.0 $224K 0.01% +78.0 +6.9% $186.67 -3.5%
174 IWF ISHARES 525.0 $224K 0.01% $426.55 -70.7%
175 VB VANGUARD INDEX TR 844.0 $221K 0.01% NEW $261.97 +10.4%
176 FNF FIDELITY NATIONAL FI Financial Services 4,761.0 $221K 0.01% $46.38 +4.8%
177 LH LABCORP HOLDINGS INC Healthcare 827.0 $221K 0.01% -450.0 -35.2% $266.81 -2.6%
178 PH PARKER HANNIFIN CORP Industrials 241.0 $216K 0.01% +4.0 +1.7% $895.24 -3.2%
179 OXY OCCIDENTAL PETE CORP Energy 3,312.0 $215K 0.01% NEW $65.00 -9.5%
180 NTRS NORTHERN TR CORP Financial Services 1,510.0 $211K 0.01% $139.57 +20.2%
Page 9 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%