Klingman & Associates, LLC New Holdings in Q2 2025

Klingman & Associates, LLC

  • $1.8 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.85K
New
$141.37 - $228.57 $403K - $651K
2.85K $645K
INTU
Intuit Inc

Technology
673
New
$544.07 - $787.63 $366K - $530K
673 $530K
PLTR
Palantir Technologies Inc.

Technology
3.53K
New
$74.01 - $144.25 $261K - $509K
3.53K $481K
SPOT
Spotify Technology S.A.

Communication Services
571
New
$503.3 - $775.9 $287K - $443K
571 $438K
SE
Sea LTD

Consumer Cyclical
2.61K
New
$105.57 - $170.4 $276K - $445K
2.61K $417K
UBER
Uber Technologies, Inc

Technology
4.47K
New
$64.62 - $93.3 $289K - $417K
4.47K $416K
AMD
Advanced Micro Devices Inc

Technology
2.65K
New
$78.21 - $143.81 $208K - $382K
2.65K $376K
SAP
Sap Se

Technology
1.22K
New
$237.53 - $309.8 $289K - $376K
1.22K $369K
PRI
Primerica, Inc.

Financial Services
1.32K
New
$244.39 - $290.62 $323K - $384K
1.32K $361K
KKR
Kkr & Co. Inc.

Financial Services
2.6K
New
$92.79 - $134.29 $241K - $349K
2.6K $346K
KLAC
Kla Corp

Technology
366
New
$576.53 - $902.94 $211K - $330K
366 $327K
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
ADI
Analog Devices Inc

Technology
1.23K
New
$164.6 - $238.02 $202K - $293K
1.23K $292K
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
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
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
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
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
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
WMB
Williams Companies, Inc.

Energy
3.48K
New
$54.33 - $62.87 $189K - $219K
3.48K $218K
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
WCN
Waste Connections, Inc.

Industrials
1.13K
New
$183.26 - $199.95 $207K - $226K
1.13K $211K
VXF
Vanguard Extended Market ETF

ETFs
1.09K
New
$150.43 - $192.71 $164K - $210K
1.09K $210K
FNDE
Schwab Fundamental Emerging Mk

ETFs
6.32K
New
$26.66 - $33.09 $168K - $209K
6.32K $208K
PRU
Prudential Financial Inc

Financial Services
1.93K
New
$95.12 - $112.71 $184K - $218K
1.93K $207K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
466
New
$421.16 - $509.5 $196K - $237K
466 $207K
XLF
Financial Sector Spdr

ETFs
3.94K
New
$43.92 - $52.37 $173K - $206K
3.94K $206K
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
Track This Portfolio

Track Klingman & Associates, LLC Portfolio

Follow Klingman & Associates, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Klingman & Associates, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Klingman & Associates, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email