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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 17 of 18  ·  350 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 GSLC GOLDMAN SACHS ETF TR 1,571.0 $223K 0.01% NEW $141.89 +3.1%
322 EPD ENTERPRISE PRODS PARTNERS L 6,058.0 $223K 0.01% NEW $36.76
323 WAB WABTEC Industrials 824.0 $222K 0.01% NEW $269.60 +10.1%
324 JBL JABIL INC Technology 574.0 $221K 0.01% NEW $385.48 -19.9%
325 NOC NORTHROP GRUMMAN CORP Industrials 432.0 $220K 0.01% NEW $509.31 +6.5%
326 VLUE ISHARES TR 1,097.0 $219K 0.01% NEW $199.81 +0.7%
327 UBS UBS GROUP AG Financial Services 4,393.0 $218K 0.01% NEW $49.56 +9.4%
328 MLPX GLOBAL X FDS 2,917.0 $215K 0.01% NEW $73.65 +0.3%
329 TGT TARGET CORP Consumer Defensive 1,634.0 $213K 0.01% NEW $130.61 +25.1%
330 TM TOYOTA MOTOR CORP Consumer Cyclical 1,265.0 $213K 0.01% NEW $168.47 +14.5%
331 USB US BANCORP Financial Services 3,508.0 $212K 0.01% NEW $60.40 +3.3%
332 VNQI VANGUARD INTL EQUITY INDEX F 4,720.0 $212K 0.01% NEW $44.85 +2.3%
333 WTS WATTS WATER TECHNOLOGIES INC Industrials 540.0 $211K 0.01% NEW $391.45 -5.1%
334 ICF ISHARES TR 3,120.0 $211K 0.01% NEW $67.63 +2.2%
335 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 3,285.0 $210K 0.01% NEW $64.01 +15.5%
336 CNP CENTERPOINT ENERGY INC Utilities 4,772.0 $210K 0.01% NEW $44.04 -11.6%
337 AEP AMERICAN ELEC PWR CO INC Utilities 1,530.0 $209K 0.01% NEW $136.81 -10.3%
338 TSN TYSON FOODS INC Consumer Defensive 3,652.0 $209K 0.01% NEW $57.25 -0.1%
339 AMT AMERICAN TOWER CORP Real Estate 1,275.0 $209K 0.01% NEW $163.57 +9.2%
340 FORTINET INC 1,351.0 $208K 0.01% NEW $153.62
Page 17 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%