Klingman & Associates, LLC Purchases in Q2 2025

Klingman & Associates, LLC

  • $1.8 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
KLAC
Kla Corp

Technology
366
New
$576.53 - $902.94 $211K - $330K
366 $327K
AXP
American Express CO

Financial Services
893
+ 107.46%
$231.39 - $318.98 $207K - $285K
1.72K $549K
SCHW
Schwab Charles Corp

Financial Services
2.75K
+ 47.49%
$69.06 - $91.24 $190K - $251K
8.54K $778K
IBM
International Business Machines Corp

Technology
364
+ 7.77%
$221.03 - $294.78 $80.5K - $107K
5.05K $1.49M
EME
Emcor Group, Inc.

Industrials
605
New
$342.02 - $534.89 $207K - $324K
605 $323K
COF
Capital One Financial Corp

Financial Services
1.46K
New
$150.57 - $212.76 $220K - $310K
1.46K $310K
FAST
Fastenal CO

Industrials
7.21K
New
$40.65 - $83.16 $293K - $600K
7.21K $302K
PAYX
Paychex Inc

Industrials
2.07K
New
$137.01 - $159.78 $283K - $331K
2.07K $300K
WFC
Wells Fargo & Company

Financial Services
3.73K
New
$60.98 - $80.12 $228K - $299K
3.73K $299K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.07K
New
$179.95 - $278.88 $193K - $299K
1.07K $298K
COST
Costco Wholesale Corp

Consumer Defensive
161
+ 5.25%
$908.13 - $1056.85 $146K - $170K
3.23K $3.2M
ADI
Analog Devices Inc

Technology
1.23K
New
$164.6 - $238.02 $202K - $293K
1.23K $292K
ABT
Abbott Laboratories

Healthcare
1.88K
+ 17.67%
$123.95 - $138.08 $233K - $259K
12.5K $1.7M
UL
Unilever PLC

Consumer Defensive
4.7K
New
$57.9 - $65.43 $272K - $308K
4.7K $287K
CRVL
Corvel Corp

Financial Services
2.79K
New
$102.11 - $118.66 $285K - $331K
2.79K $287K
AJG
Arthur J. Gallagher & Co.

Financial Services
891
New
$310.86 - $348.77 $277K - $311K
891 $285K
ETN
Eaton Corp PLC

Industrials
796
New
$246.52 - $356.99 $196K - $284K
796 $284K
MA
Mastercard Inc

Financial Services
321
+ 4.45%
$479.92 - $590.74 $154K - $190K
7.54K $4.23M
IXUS
Ishares Tr

ETFs
905
+ 3.25%
$62.37 - $77.63 $56.4K - $70.3K
28.8K $2.22M
PYPL
Pay Pal Holdings, Inc.

Financial Services
3.74K
New
$57.41 - $74.81 $215K - $280K
3.74K $278K
IYW
Ishares Dj Us Tech ETF

ETFs
1.6K
New
$122.57 - $173.27 $196K - $277K
1.6K $277K
VTV
Vanguard Value ETF

ETFs
1.46K
+ 33.19%
$153.67 - $176.74 $225K - $259K
5.87K $1.04M
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
1.78K
New
$139.81 - $165.8 $249K - $296K
1.78K $276K
RACE
Ferrari N.V.

Consumer Cyclical
558
New
$397.86 - $499.02 $222K - $278K
558 $273K
VRSK
Verisk Analytics, Inc.

Industrials
876
New
$277.03 - $321.33 $243K - $281K
876 $272K
CRWD
Crowd Strike Holdings, Inc.

Technology
527
New
$321.63 - $509.31 $169K - $268K
527 $268K
DGRO
Ishares Core Dividend Growth E

ETFs
4.2K
New
$55.22 - $63.94 $232K - $269K
4.2K $268K
TXN
Texas Instruments Inc

Technology
1.35K
+ 39.35%
N/A
4.8K $933K
WTS
Watts Water Technologies Inc

Industrials
1.07K
New
$180.4 - $247.22 $194K - $265K
1.07K $263K
GD
General Dynamics Corp

Industrials
852
New
$247.68 - $291.66 $211K - $248K
852 $248K
COP
Conocophillips

Energy
2.74K
New
$82.66 - $106.1 $226K - $291K
2.74K $245K
DIS
Walt Disney CO

Communication Services
744
+ 12.5%
$81.72 - $124.01 $60.8K - $92.3K
6.69K $830K
EMR
Emerson Electric CO

Industrials
1.19K
+ 33.37%
$94.15 - $133.33 $112K - $159K
4.75K $633K
RDVY
First Trust Rising Dividend Ac

ETFs
3.85K
New
$51.6 - $62.74 $199K - $241K
3.85K $241K
KMI
Kinder Morgan, Inc.

Energy
8.1K
New
$25.21 - $29.4 $204K - $238K
8.1K $238K
BA
Boeing CO

Industrials
1.12K
New
$136.59 - $217.51 $153K - $244K
1.12K $235K
MS
Morgan Stanley

Financial Services
1.13K
+ 36.74%
$99.83 - $140.86 $113K - $159K
4.21K $592K
PGR
Progressive Corp

Financial Services
996
+ 46.07%
$255.27 - $288.74 $254K - $288K
3.16K $842K
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
3.13K
New
$56.27 - $73.32 $176K - $230K
3.13K $228K
MCO
Moodys Corp

Financial Services
453
New
$396.7 - $501.59 $180K - $227K
453 $227K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
3.94K
New
$45.98 - $56.15 $181K - $221K
3.94K $221K
TT
Trane Technologies PLC

Industrials
503
New
$315.21 - $437.41 $159K - $220K
503 $220K
NSC
Norfolk Southern Corp

Industrials
771
+ 73.08%
$206.34 - $257.46 $159K - $199K
1.83K $467K
WMB
Williams Companies, Inc.

Energy
3.48K
New
$54.33 - $62.87 $189K - $219K
3.48K $218K
RTX
Raytheon Technologies Corp

Industrials
1.1K
+ 26.82%
$113.75 - $148.48 $125K - $163K
5.19K $758K
IWR
Ishares Russell Mid Cap ETF

ETFs
1.4K
+ 11.2%
$74.88 - $91.97 $105K - $129K
13.9K $1.28M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
984
New
$212.1 - $244.27 $209K - $240K
984 $215K
FCN
Fti Consulting, Inc

Industrials
1.32K
New
$152.87 - $168.51 $202K - $223K
1.32K $213K
ITW
Illinois Tool Works Inc

Industrials
859
New
$218.41 - $252.43 $188K - $217K
859 $212K
Activity Summary
Buys All Purchases 204 New Holdings 59 Increased Positions 145 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 0
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