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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 15 of 18  ·  350 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 IBMP ISHARES TR 10,960.0 $279K 0.01% NEW $25.42 -0.1%
282 PNC PNC FINL SVCS GROUP INC Financial Services 1,129.0 $278K 0.01% NEW $246.22 -0.2%
283 KMI KINDER MORGAN INC DEL Energy 8,650.0 $277K 0.01% NEW $31.97 +0.3%
284 SPOT SPOTIFY TECHNOLOGY S A Communication Services 594.0 $273K 0.01% NEW $459.13 +18.5%
285 VRTX VERTEX PHARMACEUTICALS INC Healthcare 547.0 $272K 0.01% NEW $496.73 +10.7%
286 FDX FEDEX CORP Industrials 860.0 $269K 0.01% NEW $313.13 +8.5%
287 UNILEVER PLC 4,460.0 $268K 0.01% NEW $60.12
288 ACN ACCENTURE PLC IRELAND Technology 2,128.0 $265K 0.01% NEW $124.44 +46.3%
289 BNL BROADSTONE NET LEASE INC Real Estate 12,731.0 $263K 0.01% NEW $20.67 +3.3%
290 JCI JOHNSON CONTROLS INTERNATION Industrials 1,799.0 $263K 0.01% NEW $146.11 -0.9%
291 APP APPLOVIN CORP Technology 509.0 $262K 0.01% NEW $515.23 -40.4%
292 VV VANGUARD INDEX FDS 753.0 $259K 0.01% NEW $343.91 +2.6%
293 MPC MARATHON PETE CORP Energy 1,010.0 $258K 0.01% NEW $255.67 +41.0%
294 ASST STRIVE INC Communication Services 23,469.0 $256K 0.01% NEW $10.91 +93.5%
295 BXSL BLACKSTONE SECD LENDING FD Financial Services 10,723.0 $254K 0.01% NEW $23.71 +5.4%
296 MCO MOODYS CORP Financial Services 561.0 $254K 0.01% NEW $452.92 +13.6%
297 UPS UNITED PARCEL SVCS INC Industrials 2,343.0 $252K 0.01% NEW $107.50 -0.6%
298 RBC RBC BEARINGS INC Industrials 391.0 $252K 0.01% NEW $644.06 -20.5%
299 FNDX SCHWAB STRATEGIC TR 7,999.0 $249K 0.01% NEW $31.10 +4.8%
300 AKRE PROFESIONALLY MANAGED PORTFO 4,640.0 $247K 0.01% NEW $53.19 +14.1%
Page 15 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%