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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 7 of 18  ·  350 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SCHF SCHWAB STRATEGIC TR 47,052.0 $1.3M 0.06% NEW $27.70 +2.7%
122 NEAR ISHARES U S ETF TR 25,590.0 $1.3M 0.06% NEW $50.66 -0.1%
123 JFLX J P MORGAN EXCHANGE TRADED F 25,367.0 $1.3M 0.05% NEW $50.40 -0.8%
124 MS MORGAN STANLEY Financial Services 6,070.0 $1.3M 0.05% NEW $209.04 +2.4%
125 XLK SELECT SECTOR SPDR TR 6,530.0 $1.2M 0.05% NEW $190.52 -4.0%
126 PM PHILIP MORRIS INTL INC Consumer Defensive 6,554.0 $1.2M 0.05% NEW $180.92 +7.3%
127 CVX CHEVRON CORPORATION Energy 7,002.0 $1.2M 0.05% NEW $165.76 +20.8%
128 IAU ISHARES GOLD TR Financial Services 15,015.0 $1.1M 0.05% NEW $75.51 +14.4%
129 BAC BANK OF AMER CORP Financial Services 19,566.0 $1.1M 0.05% NEW $56.98 +9.2%
130 DFIP DIMENSIONAL ETF TRUST 26,685.0 $1.1M 0.05% NEW $41.26 -2.0%
131 RTX RTX CORPORATION Industrials 5,716.0 $1.1M 0.05% NEW $189.73 +11.7%
132 GLD SPDR GOLD TR Financial Services 2,919.0 $1.1M 0.05% NEW $368.38 +14.4%
133 KLAC KLA CORP Technology 3,516.0 $1.1M 0.04% NEW $301.71 -39.1%
134 MINT PIMCO ETF TR 10,500.0 $1.1M 0.04% NEW $100.81 -0.0%
135 AVUV AMERICAN CENTY ETF TR 8,332.0 $1.0M 0.04% NEW $124.76 +0.8%
136 VIG VANGUARD SPECIALIZED FUNDS 4,372.0 $1.0M 0.04% NEW $236.60 +3.2%
137 ABT ABBOTT LABORATORIES Healthcare 11,281.0 $1.0M 0.04% NEW $90.74 +25.7%
138 DIS DISNEY WALT CO Communication Services 10,162.0 $978K 0.04% NEW $96.25 +13.9%
139 NFLX NETFLIX INC. Communication Services 13,652.0 $975K 0.04% NEW $71.40 +14.1%
140 LMT LOCKHEED MARTIN CORP Industrials 1,899.0 $967K 0.04% NEW $509.46 +11.0%
Page 7 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%