Klingman & Associates, LLC

Position in MA — Mastercard Inc

CIK 1662449 New York, NY

Position in MA

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$3,848,404

-$34,453 QoQ

Shares Held

7,493

-3.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.76%

of 13F equity value

Holder Rank

#1,305

of 3,560 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Klingman & Associates, LLC holds $8,593,730 across 5 Credit Services names. MA ranks #1 (44.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc This page	7,493	$3,848,404
2	V	Visa Inc.	8,812	$3,023,309
3	AXP	American Express Co	2,760	$933,570
4	COF	Capital One Financial Corp	2,067	$414,681
5	CACC	Credit Acceptance Corp	587	$373,766

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,848,404	7,493	-3.6%	Shares	Sole	2026-07-29
2026-03-31	$3,882,857	7,771	+0.5%	Shares	Sole	2026-05-14
2025-12-31	$4,414,044	7,732	+1.8%	Shares	Sole	2026-01-29
2025-09-30	$4,322,387	7,599	+0.8%	Shares	Sole	2025-10-27
2025-06-30	$4,234,217	7,535	+4.4%	Shares	Sole	2025-07-30
2025-03-31	$3,954,137	7,214	-0.3%	Shares	Sole	2025-05-13
2024-12-31	$3,810,260	7,236	-2.8%	Shares	Sole	2025-01-31
2024-09-30	$3,674,365	7,441	+0.6%	Shares	Sole	2024-11-01
2024-06-30	$3,262,378	7,395	+0.2%	Shares	Sole	2024-07-30
2024-03-31	$3,553,505	7,379	+0.3%	Shares	Sole	2024-05-01
2023-12-31	$3,137,407	7,356	-1.9%	Shares	Sole	2024-01-29
2023-09-30	$2,967,345	7,495	+0.8%	Shares	Sole	2023-10-30
2023-06-30	$2,923,398	7,433	+5.9%	Shares	Sole	2023-07-31
2023-03-31	$2,551,865	7,022	-0.5%	Shares	Sole	2023-05-03
2022-12-31	$2,453,235	7,055	+1.5%	Shares	Sole	2023-02-03
2022-09-30	$1,975,594	6,948	+0.7%	Shares	Sole	2022-10-28
2022-06-30	$2,177,127	6,901	-0.5%	Shares	Sole	2022-07-27
2022-03-31	$2,479,502	6,938	+0.5%	Shares	Sole	2022-05-06
2021-12-31	$2,480,745	6,904	+0.3%	Shares	Sole	2022-01-31
2021-09-30	$2,392,733	6,882	+9.1%	Shares	Sole	2021-11-01
2021-06-30	$2,302,987	6,308	+0.3%	Shares	Sole	2021-07-27
2021-03-31	$2,239,198	6,289	+0.9%	Shares	Sole	2021-04-29
2020-12-31	$2,225,520	6,235	+1.0%	Shares	Sole	2021-02-09
2020-09-30	$2,086,847	6,171	+4.1%	Shares	Sole	2020-11-03
2020-06-30	$1,753,205	5,929	-0.3%	Shares	Sole	2020-08-04
2020-03-31	$1,437,040	5,949	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.