Klingman & Associates, LLC
CIK
1662449
City
New York
State / Country
NY
Top Portfolio Positions
204 positions ·
$435,089,067 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
115,315 | $74,993,957 | 17.24% | |
| AAPL |
Apple Inc.
Technology
|
269,842 | $68,483,201 | 15.74% | |
| CFG |
Citizens Financial Group Inc/Ri
Financial Services
|
456,878 | $27,398,973 | 6.30% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
41,668 | $25,699,155 | 5.91% | |
| MSFT |
Microsoft Corp
Technology
|
37,161 | $13,755,887 | 3.16% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
58,351 | $12,152,762 | 2.79% | |
| NVDA |
Nvidia Corp
Technology
|
66,895 | $11,666,488 | 2.68% | |
| DDOG |
Datadog, Inc.
Technology
|
82,167 | $9,699,814 | 2.23% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
27,370 | $7,870,517 | 1.81% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
25,794 | $7,587,563 | 1.74% |
Portfolio Trend
25 quarters · across all stocks
Holdings in FRA
Shares Held
Position Value (USD)
21 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $529,070 | 48,010 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $547,251 | 46,456 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $584,723 | 45,048 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $575,532 | 43,800 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $549,616 | 42,540 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $568,452 | 41,342 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $363,620 | 27,547 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $346,610 | 26,786 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $336,346 | 26,033 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $270,151 | 21,339 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $261,423 | 20,715 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $245,946 | 20,143 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $229,050 | 19,577 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $215,403 | 19,130 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $206,228 | 18,731 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $209,735 | 18,414 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $187,409 | 14,394 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $143,163 | 10,660 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $142,417 | 10,660 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $141,245 | 10,660 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $138,580 | 10,660 | Shares | Sole | 2021-04-29 | |
| No 13F history on record for this holder in this stock. | ||||||