Klingman & Associates, LLC Incresed Positions in Q2 2025

Klingman & Associates, LLC

  • $1.8 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CTVA
Corteva, Inc.

Basic Materials
58
+ 1.28%
$55.52 - $74.53 $3.22K - $4.32K
4.58K $341K
ACN
Accenture PLC

Technology
277
+ 12.43%
$279.23 - $323.21 $77.3K - $89.5K
2.51K $749K
PPG
Ppg Industries Inc

Basic Materials
350
+ 10.93%
$91.66 - $115.04 $32.1K - $40.3K
3.55K $404K
VBK
Vanguard Small Cap Growth ETF

ETFs
68
+ 6.85%
$219.76 - $276.94 $14.9K - $18.8K
1.06K $293K
GLD
Spdr Gold Trust

ETFs
48
+ 2.75%
$273.71 - $316.29 $13.1K - $15.2K
1.79K $545K
VBR
Vanguard Small Cap Value ETF

ETFs
58
+ 1.67%
$162.76 - $195.77 $9.44K - $11.4K
3.52K $686K
INTC
Intel Corp

Technology
2.02K
+ 8.51%
$18.13 - $22.69 $36.6K - $45.7K
25.7K $575K
AVUV
American Centy ETF Tr Avantis

ETFs
31
+ 0.38%
$75.17 - $91.21 $2.33K - $2.83K
8.24K $750K
MCD
Mcdonalds Corp

Consumer Cyclical
462
+ 9.29%
$285.55 - $321.23 $132K - $148K
5.44K $1.59M
FRA
Blackrock Floating Rate Income Strategies Fund, Inc.

Financial Services
1.26K
+ 2.96%
$11.29 - $13.14 $14.2K - $16.6K
43.8K $575K
CMI
Cummins Inc

Industrials
1
+ 0.09%
$267.12 - $336.65 $267 - $337
1.11K $361K
ADBE
Adobe Inc.

Technology
7
+ 0.69%
$340.0 - $420.68 $2.38K - $2.94K
1.02K $395K
D
Dominion Energy, Inc

Utilities
64
+ 1.79%
$49.66 - $58.0 $3.18K - $3.71K
3.65K $206K
PFF
Ishares Trust Ishares Pfd And

ETFs
204
+ 1.46%
$29.0 - $30.68 $5.92K - $6.26K
14.2K $436K
CL
Colgate Palmolive CO

Consumer Defensive
169
+ 4.74%
$87.57 - $96.0 $14.8K - $16.2K
3.74K $339K
ROST
Ross Stores, Inc.

Consumer Cyclical
14
+ 0.26%
$126.62 - $154.26 $1.77K - $2.16K
5.34K $681K
Ge Vernova Inc
172
+ 8.19%
N/A
2.27K $0
Blackrock Inc
391
+ 57.16%
N/A
1.08K $0
Jacobs Solutions Inc
19
+ 0.64%
N/A
2.97K $0
Linde PLC
553
+ 53.69%
N/A
1.58K $0
TMUS
T Mobile Us, Inc.

Communication Services
121
+ 11.14%
$220.99 - $268.54 $26.7K - $32.5K
1.21K $287K
APD
Air Products & Chemicals, Inc.

Basic Materials
49
+ 3.68%
$248.61 - $294.96 $12.2K - $14.5K
1.38K $389K
HSY
Hershey CO

Consumer Defensive
78
+ 2.17%
$151.29 - $173.13 $11.8K - $13.5K
3.67K $608K
CMCSA
Comcast Corp

Communication Services
7
+ 0.09%
$32.84 - $36.72 $230 - $257
7.39K $263K
ZTS
Zoetis Inc.

Healthcare
14
+ 1.03%
$144.41 - $170.3 $2.02K - $2.38K
1.37K $213K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
11.2K
+ 1473.72%
$87.84 - $1441.89 $985K - $16.2M
12K $1.08M
PFE
Pfizer Inc

Healthcare
395
+ 1.95%
$21.59 - $24.84 $8.53K - $9.81K
20.7K $500K
EQR
Equity Residential

Real Estate
44
+ 1.05%
$61.82 - $71.72 $2.72K - $3.16K
4.23K $285K
DD
Du Pont De Nemours, Inc.

Basic Materials
102
+ 2.59%
$55.13 - $75.25 $5.62K - $7.68K
4.04K $277K
LNT
Alliant Energy Corp

Utilities
24
+ 0.47%
$58.79 - $64.85 $1.41K - $1.56K
5.18K $313K
ABBV
Abb Vie Inc.

Healthcare
1.37K
+ 11.73%
$170.16 - $206.27 $233K - $283K
13.1K $2.42M
PEP
Pepsico Inc

Consumer Defensive
285
+ 7.93%
$128.02 - $151.37 $36.5K - $43.1K
3.88K $512K
ED
Consolidated Edison Inc

Utilities
137
+ 3.43%
$98.05 - $113.3 $13.4K - $15.5K
4.13K $414K
JNJ
Johnson & Johnson

Healthcare
1.27K
+ 7.5%
$146.36 - $159.82 $186K - $204K
18.3K $2.79M
CVX
Chevron Corp

Energy
691
+ 13.0%
$133.73 - $168.51 $92.4K - $116K
6.01K $860K
VNQ
Vanguard Specialized Funds Van

ETFs
397
+ 0.74%
$79.79 - $91.42 $31.7K - $36.3K
54.4K $4.84M
DVY
Ishares Tr

ETFs
9
+ 0.03%
$118.37 - $134.86 $1.07K - $1.21K
32.7K $4.34M
BRO
Brown & Brown, Inc.

Financial Services
60
+ 1.35%
$104.48 - $124.43 $6.27K - $7.47K
4.5K $498K
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
323
+ 0.98%
$10.68 - $12.73 $3.45K - $4.11K
33.3K $355K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
787
+ 7.9%
$483.48 - $539.8 $380K - $425K
10.8K $5.22M
TMO
Thermo Fisher Scientific Inc.

Healthcare
120
+ 7.77%
$390.26 - $489.06 $46.8K - $58.7K
1.67K $675K
MRK
Merck & Co., Inc.

Healthcare
109
+ 1.13%
$73.47 - $87.12 $8.01K - $9.5K
9.78K $774K
XOM
Exxon Mobil Corp

Energy
839
+ 2.35%
$99.93 - $119.04 $83.8K - $99.9K
36.5K $3.94M
AAPL
Apple Inc.

Technology
6.51K
+ 2.57%
$172.42 - $223.89 $1.12M - $1.46M
260K $53.3M
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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