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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 18 of 18  ·  350 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 TOTALENERGIES SE 2,623.0 $204K 0.01% NEW $77.76
342 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 1,719.0 $204K 0.01% NEW $118.53 -27.3%
343 NEU NEWMARKET CORP Basic Materials 257.0 $203K 0.01% NEW $791.24 +17.6%
344 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 8,566.0 $202K 0.01% NEW $23.58 +6.8%
345 APA APA CORPORATION Energy 6,198.0 $202K 0.01% NEW $32.57 +27.0%
346 SAN BANCO SANTANDER SA Financial Services 13,446.0 $186K 0.01% NEW $13.80 +6.0%
347 F FORD MTR CO Consumer Cyclical 10,505.0 $146K 0.01% NEW $13.90 +0.4%
348 MFG MIZUHO FINANCIAL GROUP INC Financial Services 15,229.0 $146K 0.01% NEW $9.58 +8.7%
349 LYG LLOYDS BANKING GROUP PLC Financial Services 13,281.0 $77K 0.00% NEW $5.83 +4.3%
350 WIT WIPRO LTD Technology 14,514.0 $33K 0.00% NEW $2.25 -16.4%
Page 18 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%