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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 6 of 18  ·  350 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VBK VANGUARD INDEX FDS 4,424.0 $1.6M 0.07% NEW $365.68 -2.7%
102 BX BLACKSTONE INC Financial Services 13,588.0 $1.6M 0.07% NEW $117.67 +21.9%
103 NEE NEXTERA ENERGY INC Utilities 18,203.0 $1.6M 0.07% NEW $87.77 -3.7%
104 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 3,302.0 $1.6M 0.07% NEW $477.57 -12.8%
105 KO COCA COLA CO Consumer Defensive 19,130.0 $1.6M 0.07% NEW $81.27 +11.9%
106 LOW LOWES COS INC Consumer Cyclical 6,968.0 $1.5M 0.07% NEW $220.49 -3.3%
107 VIOO VANGUARD ADMIRAL FDS INC 10,986.0 $1.5M 0.06% NEW $137.54 -1.0%
108 GS GOLDMAN SACHS GROUP INC Financial Services 1,494.0 $1.5M 0.06% NEW $1011.12 +2.8%
109 DE DEERE & CO Industrials 2,373.0 $1.5M 0.06% NEW $634.33 -0.3%
110 ADP AUTOMATIC DATA PROCESSING IN Industrials 6,689.0 $1.5M 0.06% NEW $223.95 +26.2%
111 IWR ISHARES TR 13,466.0 $1.5M 0.06% NEW $110.32 +2.7%
112 VYM VANGUARD WHITEHALL FDS 9,264.0 $1.5M 0.06% NEW $158.03 +4.5%
113 IBM INTERNATIONAL BUSINESS MACHS Technology 4,962.0 $1.4M 0.06% NEW $281.21 -18.4%
114 TXN TEXAS INSTRS INC Technology 4,677.0 $1.4M 0.06% NEW $298.07 -13.0%
115 EEM ISHARES TR 20,354.0 $1.4M 0.06% NEW $68.41 -1.8%
116 LRCX LAM RESEARCH CORP Technology 3,152.0 $1.4M 0.06% NEW $433.33 -28.6%
117 MCD MCDONALDS CORP Consumer Cyclical 5,012.0 $1.4M 0.06% NEW $270.31 -1.0%
118 MRK MERCK & CO INC Healthcare 10,463.0 $1.3M 0.06% NEW $128.50 +20.2%
119 ASML ASML HLDG NV Technology 671.0 $1.3M 0.06% NEW $1989.44 -12.7%
120 HUBB HUBBELL INC Industrials 2,541.0 $1.3M 0.06% NEW $523.20 -9.9%
Page 6 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%