Klingman & Associates, LLC has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.63 Billion distributed in 263 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $297M, Ishares Core S&P Mid Cap ETF with a value of $83.6M, Vanguard Sht Trm Inflt Prot Fd with a value of $70.3M, Spdr S&P 500 ETF Trust with a value of $67.1M, and Spdr Portfolio S&P 500 Value E with a value of $57.8M.
Examining the 13F form we can see an increase of $5.99M in the current position value, from $1.62B to 1.63B.
Below you can find more details about Klingman & Associates, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.63 Billion
ETFs: $1.33 Billion
Technology: $102 Million
Financial Services: $49.3 Million
Consumer Cyclical: $24.6 Million
Healthcare: $14.2 Million
Communication Services: $12.8 Million
Industrials: $10.8 Million
Consumer Defensive: $10.3 Million
Other: $19.4 Million
Stock Holdings Table Market Cap. of $200 Billions or more
