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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 4 of 18  ·  350 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TSLA TESLA INC Consumer Cyclical 8,221.0 $3.5M 0.15% NEW $420.60 -16.7%
62 ABBV ABBVIE INC Healthcare 13,168.0 $3.3M 0.14% NEW $251.64 +5.6%
63 MU MICRON TECHNOLOGY INC Technology 2,869.0 $3.3M 0.14% NEW $1154.29 -19.2%
64 EFA ISHARES TR 31,571.0 $3.3M 0.14% NEW $103.88 +4.7%
65 LAMR LAMAR ADVERTISING CO Real Estate 20,373.0 $3.2M 0.14% NEW $155.98 -2.6%
66 IWN ISHARES TR 14,297.0 $3.2M 0.14% NEW $221.20 +1.6%
67 VB VANGUARD INDEX FDS 10,421.0 $3.2M 0.13% NEW $303.12 -0.0%
68 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 3,349.0 $3.1M 0.13% NEW $935.47 +2.6%
69 CAT CATERPILLAR INC Industrials 2,885.0 $3.1M 0.13% NEW $1064.90 -23.8%
70 GEV GE VERNOVA INC Utilities 2,608.0 $3.1M 0.13% NEW $1174.86 -21.1%
71 VUG VANGUARD INDEX FDS 35,413.0 $3.1M 0.13% NEW $86.14 +1.5%
72 V VISA INC Financial Services 8,812.0 $3.0M 0.13% NEW $343.09 +12.0%
73 RSP INVESCO EXCHANGE TRADED FD T 13,603.0 $2.9M 0.12% NEW $212.77 +4.2%
74 LLY ELI LILLY & CO Healthcare 2,410.0 $2.9M 0.12% NEW $1199.43 +2.8%
75 IXUS ISHARES TR 29,484.0 $2.8M 0.12% NEW $95.44 +3.1%
76 HDV ISHARES TR 100,967.0 $2.8M 0.12% NEW $27.41 +8.8%
77 C CITIGROUP INC Financial Services 19,135.0 $2.7M 0.11% NEW $139.96 -4.8%
78 INTC INTEL CORP Technology 18,726.0 $2.6M 0.11% NEW $139.63 -37.3%
79 VTV VANGUARD INDEX FDS 11,875.0 $2.6M 0.11% NEW $217.92 +4.1%
80 OEF ISHARES TR 6,882.0 $2.5M 0.11% NEW $365.87 +3.4%
Page 4 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%