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Portfolio (Quarterly) Guide ↗

Klingman & Associates, LLC

· CIK 0001662449
13F Portfolio $2.3B AUM 350 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 350 New
Page 10 of 18  ·  350 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 IWD ISHARES TR 2,504.0 $607K 0.03% NEW $242.43 +6.6%
182 IDEV ISHARES TR 6,749.0 $601K 0.03% NEW $89.01 +4.9%
183 LHX L3HARRIS TECHNOLOGIES INC Industrials 2,046.0 $595K 0.03% NEW $290.59 -9.5%
184 PH PARKER-HANNIFIN CORP Industrials 598.0 $585K 0.03% NEW $978.12 +6.3%
185 XLE SELECT SECTOR SPDR TR 10,968.0 $583K 0.03% NEW $53.11 +17.5%
186 NSC NORFOLK SOUTHN CORP Industrials 1,851.0 $582K 0.03% NEW $314.59 +12.1%
187 QCOM QUALCOMM INC Technology 3,134.0 $579K 0.03% NEW $184.79 -11.4%
188 ECL ECOLAB INC Basic Materials 2,062.0 $574K 0.02% NEW $278.61 +4.3%
189 VGT VANGUARD WORLD FD 4,735.0 $566K 0.02% NEW $119.52 -1.3%
190 ITW ILLINOIS TOOL WKS INC Industrials 2,074.0 $561K 0.02% NEW $270.47 +5.6%
191 VSS VANGUARD INTL EQUITY INDEX F 3,583.0 $553K 0.02% NEW $154.29 +4.0%
192 FRA BLACKROCK FLOATING RATE INCO Financial Services 49,642.0 $546K 0.02% NEW $10.99 -0.6%
193 ADI ANALOG DEVICES INC Technology 1,372.0 $545K 0.02% NEW $397.17 -6.4%
194 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 1,643.0 $543K 0.02% NEW $330.46 +0.6%
195 VGSH VANGUARD SCOTTSDALE FDS 9,273.0 $540K 0.02% NEW $58.20 -0.1%
196 IVE ISHARES TR 2,363.0 $537K 0.02% NEW $227.06 +4.8%
197 PLTR PALANTIR TECHNOLOGIES INC Technology 4,500.0 $525K 0.02% NEW $116.67 +52.1%
198 DHR DANAHER CORP DEL Healthcare 2,740.0 $522K 0.02% NEW $190.48 +13.1%
199 VZ VERIZON COMMUNICATIONS INC Communication Services 12,193.0 $516K 0.02% NEW $42.34 +18.5%
200 IVW ISHARES TR 3,671.0 $505K 0.02% NEW $137.53 +0.8%
Page 10 of 18  ·  350 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
Financial Services 37.5%
Technology 34.2%
Consumer Cyclical 7.2%
Industrials 4.9%
Healthcare 4.2%
Communication Services 3.6%
Consumer Defensive 2.6%
Real Estate 2.2%
Energy 1.7%
Utilities 1.4%