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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 12 of 18  ·  350 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 SUSA ISHARES TR 2,719.0 $420K 0.02% NEW $154.30 +2.4%
222 PEP PEPSICO INC Consumer Defensive 3,081.0 $417K 0.02% NEW $135.40 +5.0%
223 COF CAPITAL ONE FINL CORP Financial Services 2,067.0 $415K 0.02% NEW $200.62 +8.3%
224 PFF ISHARES TR 13,350.0 $407K 0.02% NEW $30.49 +0.7%
225 J JACOBS SOLUTIONS INC Industrials 3,227.0 $407K 0.02% NEW $126.00 +20.3%
226 VDE VANGUARD WORLD FD 2,707.0 $406K 0.02% NEW $150.13 +17.2%
227 PSX PHILLIPS 66 Energy 2,395.0 $405K 0.02% NEW $169.05 +43.3%
228 VRP INVESCO EXCH TRADED FD TR II 16,594.0 $403K 0.02% NEW $24.31 -0.7%
229 ETSY INC 5,305.0 $400K 0.02% NEW $75.33
230 ARES ARES MANAGEMENT CORPORATION Financial Services 3,588.0 $399K 0.02% NEW $111.31 +27.6%
231 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,354.0 $397K 0.02% NEW $293.18 +4.6%
232 CL COLGATE PALMOLIVE CO Consumer Defensive 4,234.0 $388K 0.02% NEW $91.68 +0.4%
233 VOT VANGUARD INDEX FDS 1,248.0 $382K 0.02% NEW $306.30 -0.4%
234 Q QNITY ELECTRONICS INC Technology 2,333.0 $381K 0.02% NEW $163.31 -22.7%
235 XLP SELECT SECTOR SPDR TR 4,580.0 $380K 0.02% NEW $83.07 +3.9%
236 APH AMPHENOL CORP Technology 2,156.0 $380K 0.02% NEW $176.32 -8.5%
237 NOW SERVICENOW INC Technology 3,828.0 $380K 0.02% NEW $99.28 +26.7%
238 DELL DELL TECHNOLOGIES INC Technology 870.0 $375K 0.02% NEW $431.46 +7.5%
239 CACC CREDIT ACCEP CORP MICH Financial Services 587.0 $374K 0.02% NEW $636.74 -6.8%
240 IYW ISHARES TR 1,476.0 $372K 0.02% NEW $252.23 -2.2%
Page 12 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%