Klingman & Associates, LLC

13F filer · CIK 0001662449

Reported Jul 29, 2026

Net seller this quarter

13F portfolio value$2.35BU.S. long equity reported on 13F

Positions22928 new · 13 closed

Net flow last quarter-$2.2MBuys minus sells

Top 10 positions weight13.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 29, 2026229 positions
SPYSPDR S&P 500 ETF Trust	$85.8M	3.65%	Not reported	-0.4%	Q4 2014
AAPLApple Inc.	$76.4M	3.25%	0.00%	-2.2%	Q4 2014
MDYSPDR S&P Midcap 400 ETF Trust	$29.2M	1.24%	Not reported	-0.4%	Q4 2014
CFGCitizens Financial Group Inc	$28.7M	1.22%	0.10%	-10.3%	Q4 2014
DDOGDatadog, Inc.	$17.6M	0.75%	0.09%	-17.8%	Q2 2020
AMZNAmazon Com Inc	$14.7M	0.63%	0.00%	+5.9%	Q2 2015
MSFTMicrosoft Corp	$14.1M	0.60%	0.00%	+1.6%	Q4 2014
NVDANvidia Corp	$13.9M	0.59%	0.00%	+4.1%	Q4 2021
SCZNXG NextGen Infrastructure Income Fund	$12.8M	0.54%	Not reported	-1.0%	Q4 2014
GOOGAlphabet Inc.	$11.2M	0.48%	Not reported	+1.9%	Q4 2015
GOOGLAlphabet Inc.	$9.95M	0.42%	0.00%	+1.7%	Q4 2015
JPMJPMorgan Chase & Co	$8.57M	0.36%	0.00%	+1.5%	Q4 2014
BRK.BBerkshire Hathaway Inc	$7.72M	0.33%	Not reported	+11.1%	Q4 2014
AMATApplied Materials Inc	$7.6M	0.32%	0.00%	+0.4%	Q3 2020
JLLJones Lang Lasalle Inc	$5.9M	0.25%	0.04%	Not reported	Q2 2018
AVGOBroadcom Inc.	$5.45M	0.23%	0.00%	+3.8%	Q2 2023
XOMExxonMobil Holdings Corp	$5.34M	0.23%	0.00%	+0.3%	Q4 2014
JNJJohnson & Johnson	$4.43M	0.19%	0.00%	-3.5%	Q4 2014
METAMeta Platforms, Inc.	$3.97M	0.17%	Not reported	+5.3%	Q4 2014
MAMastercard Inc	$3.85M	0.16%	0.00%	-3.6%	Q3 2016
CROXCrocs, Inc.	$3.82M	0.16%	0.07%	+5.3%	Q3 2020
GEGeneral Electric Co	$3.66M	0.16%	0.00%	+2.1%	Q3 2021
TSLATesla, Inc.	$3.46M	0.15%	0.00%	+1.8%	Q4 2020
ABBVAbbVie Inc.	$3.31M	0.14%	0.00%	+0.4%	Q4 2014
MUMicron Technology Inc	$3.31M	0.14%	0.00%	+11.2%	Q3 2025
LAMRLamar Advertising Co	$3.18M	0.14%	Not reported	-0.3%	Q1 2025
COSTCostco Wholesale Corp	$3.13M	0.13%	0.00%	-2.0%	Q4 2014
CATCaterpillar Inc	$3.07M	0.13%	0.00%	+3.0%	Q4 2014
GEVGE Vernova Inc.	$3.06M	0.13%	0.00%	+2.4%	Q2 2024
VVisa Inc.	$3.02M	0.13%	0.00%	-3.5%	Q4 2014
LLYELI LILLY & Co	$2.89M	0.12%	0.00%	+4.3%	Q4 2014
CCitigroup Inc	$2.68M	0.11%	0.00%	+0.8%	Q4 2014
INTCIntel Corp	$2.61M	0.11%	0.00%	+7.1%	Q4 2014
AMDAdvanced Micro Devices Inc	$2.47M	0.10%	0.00%	+7.7%	Q4 2020
TJXTJX Companies Inc	$2.3M	0.10%	0.00%	+0.1%	Q4 2017
PGPROCTER & GAMBLE Co	$2.25M	0.10%	0.00%	-1.5%	Q4 2014
QQQInvesco QQQ Trust, Series 1	$2.23M	0.09%	Not reported	+3.0%	Q2 2018
HDHome Depot, Inc.	$2.14M	0.09%	0.00%	-2.2%	Q4 2014
ORCLOracle Corp	$2.09M	0.09%	0.00%	-2.9%	Q4 2014
GLWCorning Inc	$2.06M	0.09%	0.00%	+1.2%	Q1 2022
WMTWalmart Inc.	$1.98M	0.08%	0.00%	+4.8%	Q4 2014
CSCOCisco Systems, Inc.	$1.91M	0.08%	0.00%	+3.1%	Q4 2014
RJFRaymond James Financial Inc	$1.74M	0.07%	0.01%	-6.3%	Q3 2022
UBSIUnited Bankshares Inc	$1.62M	0.07%	0.03%	+14.7%	Q3 2021
BXBlackstone Inc.	$1.6M	0.07%	0.00%	+1.7%	Q3 2015
NEENextera Energy Inc	$1.6M	0.07%	0.00%	+1.1%	Q1 2016
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.58M	0.07%	0.00%	+2.8%	Q2 2025
KOCoca Cola Co	$1.55M	0.07%	0.00%	-9.6%	Q4 2014
LOWLowes Companies Inc	$1.54M	0.07%	0.00%	+106.6%	Q4 2014
GSGoldman Sachs Group Inc	$1.51M	0.06%	0.00%	+2.8%	Q4 2014

Q1 2026Reported May 14, 2026212 positions
SPYSPDR S&P 500 ETF Trust	$75M	3.59%	Not reported	+0.1%	Q4 2014
AAPLApple Inc.	$68.5M	3.28%	0.00%	-0.8%	Q4 2014
CFGCitizens Financial Group Inc	$27.4M	1.31%	0.11%	+7.0%	Q4 2014
MDYSPDR S&P Midcap 400 ETF Trust	$25.7M	1.23%	Not reported	-0.4%	Q4 2014
MSFTMicrosoft Corp	$13.8M	0.66%	0.00%	+3.9%	Q4 2014
SCZNXG NextGen Infrastructure Income Fund	$12.3M	0.59%	Not reported	-0.6%	Q4 2014
AMZNAmazon Com Inc	$12.2M	0.58%	0.00%	+1.8%	Q2 2015
NVDANvidia Corp	$11.7M	0.56%	0.00%	+4.0%	Q4 2021
DDOGDatadog, Inc.	$9.7M	0.46%	0.11%	+0.5%	Q2 2020
GOOGAlphabet Inc.	$8.89M	0.43%	Not reported	+1.3%	Q4 2015
GOOGLAlphabet Inc.	$7.87M	0.38%	0.00%	+3.1%	Q4 2015
JPMJPMorgan Chase & Co	$7.59M	0.36%	0.00%	-9.2%	Q4 2014
BRK.BBerkshire Hathaway Inc	$6.66M	0.32%	Not reported	-0.1%	Q4 2014
XOMExxonMobil Holdings Corp	$6.6M	0.32%	0.00%	-1.5%	Q4 2014
JLLJones Lang Lasalle Inc	$5.79M	0.28%	0.04%	-19.0%	Q2 2018
JNJJohnson & Johnson	$4.42M	0.21%	0.00%	+1.6%	Q4 2014
AVGOBroadcom Inc.	$4.31M	0.21%	0.00%	+5.8%	Q2 2023
MAMastercard Inc	$3.88M	0.19%	0.00%	+0.5%	Q3 2016
METAMeta Platforms, Inc.	$3.83M	0.18%	Not reported	+3.3%	Q4 2014
AMATApplied Materials Inc	$3.58M	0.17%	0.00%	+0.7%	Q3 2020
COSTCostco Wholesale Corp	$3.41M	0.16%	0.00%	+3.0%	Q4 2014
TSLATesla, Inc.	$3M	0.14%	0.00%	+2.4%	Q4 2020
ABBVAbbVie Inc.	$2.85M	0.14%	0.00%	-0.4%	Q4 2014
VVisa Inc.	$2.76M	0.13%	0.00%	-0.8%	Q4 2014
GEGeneral Electric Co	$2.72M	0.13%	0.00%	+0.9%	Q3 2021
LAMRLamar Advertising Co	$2.59M	0.12%	Not reported	+7.5%	Q1 2025
CROXCrocs, Inc.	$2.5M	0.12%	0.06%	+1.2%	Q3 2020
TJXTJX Companies Inc	$2.42M	0.12%	0.00%	+1.2%	Q4 2017
PGPROCTER & GAMBLE Co	$2.25M	0.11%	0.00%	+0.7%	Q4 2014
GEVGE Vernova Inc.	$2.22M	0.11%	0.00%	+3.9%	Q2 2024
ORCLOracle Corp	$2.16M	0.10%	0.00%	+1.8%	Q4 2014
CCitigroup Inc	$2.15M	0.10%	0.00%	+1.5%	Q4 2014
LLYELI LILLY & Co	$2.13M	0.10%	0.00%	+0.4%	Q4 2014
WMTWalmart Inc.	$2.07M	0.10%	0.00%	+2.7%	Q4 2014
HDHome Depot, Inc.	$2.04M	0.10%	0.00%	-4.9%	Q4 2014
PJTPJT Partners Inc.	$1.99M	0.10%	0.06%	+106.9%	Q4 2015
CATCaterpillar Inc	$1.99M	0.10%	0.00%	+3.2%	Q4 2014
RJFRaymond James Financial Inc	$1.77M	0.08%	0.01%	+0.2%	Q3 2022
QQQInvesco QQQ Trust, Series 1	$1.7M	0.08%	Not reported	+5.0%	Q2 2018
MCDMcdonalds Corp	$1.68M	0.08%	0.00%	+1.4%	Q4 2014
NEENextera Energy Inc	$1.67M	0.08%	0.00%	+2.5%	Q1 2016
NFLXNetflix Inc	$1.63M	0.08%	0.00%	+12.0%	Q3 2020
KOCoca Cola Co	$1.61M	0.08%	0.00%	+2.4%	Q4 2014
BXBlackstone Inc.	$1.54M	0.07%	0.00%	+6.4%	Q3 2015
CVXChevron Corp	$1.38M	0.07%	0.00%	+5.9%	Q4 2014
IAUIshares Gold Trust	$1.38M	0.07%	0.00%	+147.2%	Q2 2016
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.37M	0.07%	Not reported	Not reported	Q4 2014
ADPAutomatic Data Processing Inc	$1.36M	0.06%	0.00%	-3.9%	Q4 2014
DEDeere & Co	$1.32M	0.06%	0.00%	-25.9%	Q1 2019
UBSIUnited Bankshares Inc	$1.28M	0.06%	0.02%	+0.5%	Q3 2021

Q4 2025Reported Jan 29, 2026205 positions
SPYSPDR S&P 500 ETF Trust	$78.6M	3.79%	Not reported	-2.3%	Q4 2014
AAPLApple Inc.	$73.9M	3.57%	0.00%	0.0%	Q4 2014
MDYSPDR S&P Midcap 400 ETF Trust	$25.2M	1.22%	Not reported	-0.2%	Q4 2014
CFGCitizens Financial Group Inc	$24.9M	1.20%	0.10%	-4.5%	Q4 2014
MSFTMicrosoft Corp	$17.3M	0.83%	0.00%	+0.6%	Q4 2014
AMZNAmazon Com Inc	$13.2M	0.64%	0.00%	+0.6%	Q2 2015
SCZNXG NextGen Infrastructure Income Fund	$12.2M	0.59%	Not reported	-1.2%	Q4 2014
NVDANvidia Corp	$12M	0.58%	0.00%	+4.9%	Q4 2021
DDOGDatadog, Inc.	$11.1M	0.54%	0.10%	-29.7%	Q2 2020
GOOGAlphabet Inc.	$9.61M	0.46%	Not reported	+0.5%	Q4 2015
JPMJPMorgan Chase & Co	$9.15M	0.44%	0.00%	-0.7%	Q4 2014
GOOGLAlphabet Inc.	$8.31M	0.40%	0.00%	+3.0%	Q4 2015
JLLJones Lang Lasalle Inc	$7.91M	0.38%	0.05%	+0.1%	Q2 2018
BRK.BBerkshire Hathaway Inc	$6.99M	0.34%	Not reported	+2.2%	Q4 2014
XOMExxonMobil Holdings Corp	$4.75M	0.23%	0.00%	+1.6%	Q4 2014
AVGOBroadcom Inc.	$4.55M	0.22%	0.00%	+4.1%	Q2 2023
MAMastercard Inc	$4.41M	0.21%	0.00%	+1.8%	Q3 2016
METAMeta Platforms, Inc.	$4.28M	0.21%	Not reported	-0.5%	Q4 2014
JNJJohnson & Johnson	$3.68M	0.18%	0.00%	+1.1%	Q4 2014
TSLATesla, Inc.	$3.55M	0.17%	0.00%	+10.1%	Q4 2020
VVisa Inc.	$3.23M	0.16%	0.00%	+1.3%	Q4 2014
ABBVAbbVie Inc.	$3.01M	0.15%	0.00%	+3.5%	Q4 2014
GEGeneral Electric Co	$2.93M	0.14%	0.00%	+2.6%	Q3 2021
COSTCostco Wholesale Corp	$2.86M	0.14%	0.00%	-0.3%	Q4 2014
ORCLOracle Corp	$2.81M	0.14%	0.00%	-0.8%	Q4 2014
AMATApplied Materials Inc	$2.67M	0.13%	0.00%	+1.3%	Q3 2020
CROXCrocs, Inc.	$2.54M	0.12%	0.06%	+1.3%	Q3 2020
LLYELI LILLY & Co	$2.47M	0.12%	0.00%	-3.1%	Q4 2014
LAMRLamar Advertising Co	$2.4M	0.12%	Not reported	+0.1%	Q1 2025
TJXTJX Companies Inc	$2.3M	0.11%	0.00%	+1.2%	Q4 2017
HDHome Depot, Inc.	$2.24M	0.11%	0.00%	-1.1%	Q4 2014
PGPROCTER & GAMBLE Co	$2.21M	0.11%	0.00%	-7.2%	Q4 2014
CCitigroup Inc	$2.18M	0.11%	0.00%	-1.6%	Q4 2014
RJFRaymond James Financial Inc	$1.96M	0.09%	0.01%	0.0%	Q3 2022
BXBlackstone Inc.	$1.93M	0.09%	0.00%	-17.0%	Q3 2015
WMTWalmart Inc.	$1.81M	0.09%	0.00%	-20.6%	Q4 2014
COMPCompass, Inc.	$1.8M	0.09%	0.03%	-1.1%	Q3 2021
ADPAutomatic Data Processing Inc	$1.79M	0.09%	0.00%	-2.4%	Q4 2014
QQQInvesco QQQ Trust, Series 1	$1.72M	0.08%	Not reported	-0.7%	Q2 2018
MCDMcdonalds Corp	$1.63M	0.08%	0.00%	+1.4%	Q4 2014
GEVGE Vernova Inc.	$1.6M	0.08%	0.00%	+4.6%	Q2 2024
CATCaterpillar Inc	$1.55M	0.07%	0.00%	+2.0%	Q4 2014
ABTAbbott Laboratories	$1.55M	0.07%	0.00%	+0.9%	Q4 2014
IBMInternational Business Machines Corp	$1.52M	0.07%	0.00%	+10.8%	Q4 2014
DEDeere & Co	$1.47M	0.07%	0.00%	-39.5%	Q1 2019
KOCoca Cola Co	$1.45M	0.07%	0.00%	+6.2%	Q4 2014
NFLXNetflix Inc	$1.42M	0.07%	0.00%	-6.1%	Q3 2020
NEENextera Energy Inc	$1.41M	0.07%	0.00%	+1.9%	Q1 2016
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.33M	0.06%	Not reported	-0.1%	Q4 2014
GSGoldman Sachs Group Inc	$1.2M	0.06%	0.00%	+1.2%	Q4 2014

Q3 2025Reported Oct 27, 2025199 positions
SPYSPDR S&P 500 ETF Trust	$78.5M	3.96%	Not reported	-0.3%	Q4 2014
AAPLApple Inc.	$69.3M	3.50%	0.00%	+4.8%	Q4 2014
MDYSPDR S&P Midcap 400 ETF Trust	$25M	1.26%	Not reported	-1.1%	Q4 2014
CFGCitizens Financial Group Inc	$23.8M	1.20%	0.10%	0.0%	Q4 2014
MSFTMicrosoft Corp	$18.4M	0.93%	0.00%	+4.4%	Q4 2014
DDOGDatadog, Inc.	$16.6M	0.84%	0.15%	-16.9%	Q2 2020
AMZNAmazon Com Inc	$12.5M	0.63%	0.00%	+11.4%	Q2 2015
SCZNXG NextGen Infrastructure Income Fund	$12.2M	0.62%	Not reported	-1.9%	Q4 2014
NVDANvidia Corp	$11.4M	0.58%	0.00%	+14.8%	Q4 2021
JPMJPMorgan Chase & Co	$9.02M	0.46%	0.00%	+38.4%	Q4 2014
GOOGAlphabet Inc.	$7.42M	0.37%	Not reported	+14.3%	Q4 2015
JLLJones Lang Lasalle Inc	$7.01M	0.35%	0.05%	-21.7%	Q2 2018
BRK.BBerkshire Hathaway Inc	$6.84M	0.34%	Not reported	+26.5%	Q4 2014
GOOGLAlphabet Inc.	$6.26M	0.32%	0.00%	+11.6%	Q4 2015
METAMeta Platforms, Inc.	$4.78M	0.24%	Not reported	+10.7%	Q4 2014
XOMExxonMobil Holdings Corp	$4.39M	0.22%	0.00%	+6.5%	Q4 2014
MAMastercard Inc	$4.32M	0.22%	0.00%	+0.9%	Q3 2016
AVGOBroadcom Inc.	$4.17M	0.21%	0.00%	+11.5%	Q2 2023
ORCLOracle Corp	$4.09M	0.21%	0.00%	+2.2%	Q4 2014
JNJJohnson & Johnson	$3.26M	0.16%	0.00%	-3.6%	Q4 2014
TSLATesla, Inc.	$3.19M	0.16%	0.00%	+11.5%	Q4 2020
VVisa Inc.	$3.1M	0.16%	0.00%	+3.0%	Q4 2014
COSTCostco Wholesale Corp	$3.08M	0.16%	0.00%	+3.1%	Q4 2014
ABBVAbbVie Inc.	$2.94M	0.15%	0.00%	-2.6%	Q4 2014
GEGeneral Electric Co	$2.78M	0.14%	0.00%	+1.3%	Q3 2021
HDHome Depot, Inc.	$2.67M	0.13%	0.00%	-2.8%	Q4 2014
BXBlackstone Inc.	$2.58M	0.13%	0.00%	+0.5%	Q3 2015
PGPROCTER & GAMBLE Co	$2.56M	0.13%	0.00%	+20.6%	Q4 2014
CROXCrocs, Inc.	$2.45M	0.12%	0.06%	+1.1%	Q3 2020
DEDeere & Co	$2.39M	0.12%	0.00%	+164.8%	Q1 2019
LAMRLamar Advertising Co	$2.32M	0.12%	Not reported	+18.9%	Q1 2025
TJXTJX Companies Inc	$2.14M	0.11%	0.00%	-0.1%	Q4 2017
RJFRaymond James Financial Inc	$2.11M	0.11%	0.01%	-0.1%	Q3 2022
WMTWalmart Inc.	$2.11M	0.11%	0.00%	+99.2%	Q4 2014
AMATApplied Materials Inc	$2.1M	0.11%	0.00%	-44.9%	Q3 2020
ADPAutomatic Data Processing Inc	$2.09M	0.11%	0.00%	-0.1%	Q4 2014
NFLXNetflix Inc	$1.93M	0.10%	0.00%	+8.3%	Q3 2020
CCitigroup Inc	$1.93M	0.10%	0.00%	+4.1%	Q4 2014
PJTPJT Partners Inc.	$1.88M	0.09%	0.04%	+0.1%	Q4 2015
LLYELI LILLY & Co	$1.81M	0.09%	0.00%	+6.5%	Q4 2014
QQQInvesco QQQ Trust, Series 1	$1.69M	0.09%	Not reported	-0.1%	Q2 2018
ABTAbbott Laboratories	$1.65M	0.08%	0.00%	-1.7%	Q4 2014
MCDMcdonalds Corp	$1.6M	0.08%	0.00%	-3.1%	Q4 2014
CPNGCoupang, Inc.	$1.58M	0.08%	Not reported	-3.9%	Q4 2023
GEVGE Vernova Inc.	$1.44M	0.07%	0.00%	+3.2%	Q2 2024
COMPCompass, Inc.	$1.38M	0.07%	0.03%	Not reported	Q3 2021
IBMInternational Business Machines Corp	$1.31M	0.07%	0.00%	-8.2%	Q4 2014
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.31M	0.07%	Not reported	Not reported	Q4 2014
NEENextera Energy Inc	$1.3M	0.07%	0.00%	-5.1%	Q1 2016
KOCoca Cola Co	$1.29M	0.07%	0.00%	+32.8%	Q4 2014

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