Klingman & Associates, LLC
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 VRA
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $337,241 | 106,722 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $258,267 | 106,722 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $107,981 | 53,722 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $118,725 | 53,722 | Shares | Sole | 2025-07-30 | |
| No 13F history on record for this holder in this stock. | ||||||