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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 9 of 10  ·  195 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 VZ VERIZON COMMUNICATIO Communication Services 7,346.0 $311K 0.01% $42.34 +18.5%
162 TFC TRUIST FINANCIAL COR Financial Services 5,912.0 $295K 0.01% $49.82 +1.7%
163 INTC INTEL CORP Technology 2,029.0 $283K 0.01% NEW $139.63 -36.8%
164 VIG VANGUARD SPECIALIZED 1,197.0 $283K 0.01% $236.62 +3.2%
165 UNH UNITEDHEALTH GRP INC Healthcare 680.0 $283K 0.01% -68.0 -9.1% $415.63 -3.5%
166 CTVA CORTEVA INC Basic Materials 3,326.0 $282K 0.01% $84.69 -2.1%
167 ICE INTER CONTINENTAL EX Financial Services 2,241.0 $276K 0.01% -749.0 -25.1% $123.11 +31.5%
168 BLK BLACKROCK INC Financial Services 286.0 $275K 0.01% -12.0 -4.0% $961.56 +22.0%
169 CVS CVS HEALTH CORP Healthcare 2,580.0 $267K 0.01% -800.0 -23.7% $103.45 -8.8%
170 TT TRANE TECHNOLOGI PLC Industrials 539.0 $265K 0.01% NEW $491.16 -5.7%
171 NTRS NORTHERN TR CORP Financial Services 1,510.0 $262K 0.01% $173.84 +8.0%
172 PH PARKER HANNIFIN CORP Industrials 266.0 $260K 0.01% +25.0 +10.4% $978.12 +6.3%
173 LRCX LAM RESEARCH CORPORA Technology 594.0 $257K 0.01% NEW $433.33 -27.8%
174 VB VANGUARD INDEX TR 844.0 $256K 0.01% $303.18 +0.3%
175 IQVIA HOLDINGS INC 1,321.0 $255K 0.01% $193.22
176 IWF ISHARES 2,020.0 $251K 0.01% +1K +284.8% $124.17 -1.9%
177 C CITIGROUP INC Financial Services 1,735.0 $243K 0.01% NEW $139.96 -4.6%
178 IVW ISHARES 1,765.0 $243K 0.01% NEW $137.53 +0.8%
179 IBIT ISHARES BITCOIN TR Financial Services 7,291.0 $243K 0.01% +1K +19.7% $33.29 +33.6%
180 APD AIR PRODS & CHEMS Basic Materials 815.0 $239K 0.01% $293.18 +4.6%
Page 9 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%