Klingman & Associates, LLC New Holdings in Q3 2025

Klingman & Associates, LLC

  • $1.97 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PSX
Phillips 66

Energy
7.11K
New
$118.37 - $139.46 $841K - $991K
7.11K $966K
VDE
Vanguard Energy ETF

ETFs
4.71K
New
$118.37 - $129.65 $557K - $610K
4.71K $592K
POST
Post Holdings, Inc.

Consumer Defensive
5.04K
New
$102.36 - $114.04 $516K - $575K
5.04K $541K
XLP
Consumer Staples Sector Spdr

ETFs
5.66K
New
N/A
5.66K $430K
IOO
Ishares Tr Global 100 ETF

ETFs
3.48K
New
$107.55 - $120.01 $374K - $417K
3.48K $417K
VDC
Vanguard Consumer Staples ETF

ETFs
1.56K
New
$212.64 - $225.25 $332K - $351K
1.56K $333K
MMM
3 M CO

Industrials
2.04K
New
$144.41 - $160.2 $295K - $327K
2.04K $316K
MU
Micron Technology Inc

Technology
1.89K
New
$104.88 - $168.89 $198K - $319K
1.89K $315K
DUK
Duke Energy Corp

Utilities
2.27K
New
$116.31 - $125.93 $264K - $286K
2.27K $280K
GILD
Gilead Sciences, Inc.

Healthcare
2.32K
New
$108.22 - $120.47 $251K - $279K
2.32K $256K
MDT
Medtronic PLC

Healthcare
2.53K
New
$87.67 - $95.74 $222K - $242K
2.53K $240K
TM
Toyota Motor Corp

Consumer Cyclical
1.26K
New
$167.86 - $202.79 $211K - $255K
1.26K $239K
BRBR
Bellring Brands, Inc.

Consumer Defensive
6.34K
New
$35.51 - $58.78 $225K - $373K
6.34K $230K
XLE
Energy Sector Spdr

ETFs
2.51K
New
$84.25 - $91.99 $212K - $231K
2.51K $224K
YUM
Yum Brands Inc

Consumer Cyclical
1.4K
New
$139.5 - $153.94 $195K - $215K
1.4K $212K
ROL
Rollins Inc

Consumer Cyclical
3.6K
New
$55.05 - $58.74 $198K - $212K
3.6K $211K
FNDX
Schwab Fundamental U S Large C

ETFs
8K
New
$24.38 - $26.34 $195K - $211K
8K $210K
VT
Vanguard Total World Stk Index

ETFs
1.52K
New
$128.41 - $138.03 $196K - $210K
1.52K $209K
NEU
Newmarket Corp

Basic Materials
252
New
$680.5 - $848.94 $171K - $214K
252 $208K
SYY
Sysco Corp

Consumer Defensive
2.51K
New
$76.33 - $82.51 $191K - $207K
2.51K $206K
AMT
American Tower Corp

Real Estate
1.06K
New
$192.32 - $232.35 $205K - $247K
1.06K $204K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
1.57K
New
$121.46 - $130.92 $191K - $206K
1.57K $204K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.02K
New
$185.88 - $207.44 $189K - $211K
1.02K $204K
TPR
Tapestry, Inc.

Consumer Cyclical
1.79K
New
$86.48 - $116.14 $155K - $208K
1.79K $203K
USB
Us Bancorp \De\

Financial Services
4.18K
New
$43.94 - $50.41 $184K - $211K
4.18K $202K
AZN
Astrazeneca PLC

Healthcare
2.61K
New
$68.72 - $82.11 $180K - $215K
2.61K $200K
LYG
Lloyds Banking Group PLC

Financial Services
10K
New
$4.03 - $4.63 $40.5K - $46.5K
10K $45K
J P Morgan Exchange Traded F
18.2K
New
N/A
18.2K $0
Arista Networks Inc
1.57K
New
N/A
1.57K $0
Activity Summary
Buys All Purchases 175 New Holdings 30 Increased Positions 145 Sells All Sells 96 Reductions 96 Sold out 0 Options Calls 0 Puts 0
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