Klingman & Associates, LLC Portfolio Holdings
Klingman & Associates, LLC
- $1.8 Billion
- Q2 2025
Klingman & Associates, LLC has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.8 Billion distributed in 314 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 $318M, Ishares Core S&P Mid Cap ETF with a value of $86.7M, Vanguard Sht Trm Inflt Prot Fd with a value of $81.4M, Spdr S&P 500 ETF Trust with a value of $73M, and Spdr Portfolio with a value of $68.2M.
Examining the 13F form we can see an increase of $176M in the current position value, from $1.63B to 1.8B.
Below you can find more details about Klingman & Associates, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.8 Billion
ETFs: $1.46 Billion
Technology: $121 Million
Financial Services: $58.3 Million
Consumer Cyclical: $29.7 Million
Communication Services: $17.9 Million
Industrials: $17.3 Million
Healthcare: $15.1 Million
Consumer Defensive: $11.2 Million
Other: $21.1 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 314
- Current Value $1.8 Billion
- Prior Value $1.63 Billion
- Filing
- Period Q2 2025
- Filing Date July 30, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 59 stocks
- Additional Purchases 145 stocks
- Sold out of 0 stocks
- Reduced holdings in 67 stocks