KLINGENSTEIN FIELDS & CO LP
CIK
859872
City
NEW YORK
State / Country
NY
Top Portfolio Positions
140 positions ·
$2,206,316,379 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AVGO |
Broadcom Inc.
Technology
|
513,515 | $158,938,026 | 7.20% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
422,864 | $121,598,771 | 5.51% | |
| LLY |
ELI LILLY & Co
Healthcare
|
102,848 | $94,596,504 | 4.29% | |
| AAPL |
Apple Inc.
Technology
|
359,634 | $91,271,512 | 4.14% | |
| MSFT |
Microsoft Corp
Technology
|
234,657 | $86,862,980 | 3.94% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
363,169 | $75,637,207 | 3.43% | |
| NVDA |
Nvidia Corp
Technology
|
412,267 | $71,899,364 | 3.26% | |
| PANW |
Palo Alto Networks Inc
Technology
|
430,749 | $69,057,679 | 3.13% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
77,842 | $65,853,553 | 2.98% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
423,269 | $65,729,442 | 2.98% |
Portfolio Trend
Holdings in FXB
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $611,280 | 4,800 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $622,800 | 4,800 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $517,720 | 4,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $422,912 | 3,200 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $298,560 | 2,400 | Shares | Sole | 2025-04-28 | |
| No 13F history on record for this holder in this stock. | ||||||