Klingman & Associates, LLC Q4 2025 Filing
Filed January 29, 2026
Portfolio Value
$2.1T
Holdings
326
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (326 positions)
| Stock | Value |
|---|---|
IBMINTERNATIONAL BUSINESS MACHS | $1.5B |
DEDEERE & CO | $1.5B |
DFUVDIMENSIONAL ETF TRUST | $1.5B |
KOCOCA COLA CO | $1.4B |
NFLXNETFLIX INC | $1.4B |
NEENEXTERA ENERGY INC | $1.4B |
VBKVANGUARD INDEX FDS | $1.4B |
RWJINVESCO EXCH TRADED FD TR II | $1.4B |
VYMVANGUARD WHITEHALL FDS | $1.3B |
IWRISHARES TR | $1.3B |
VIGVANGUARD SPECIALIZED FUNDS | $1.2B |
VIOOVANGUARD ADMIRAL FDS INC | $1.2B |
GSGOLDMAN SACHS GROUP INC | $1.2B |
JFLXJ P MORGAN EXCHANGE TRADED F | $1.2B |
SCHFSCHWAB STRATEGIC TR | $1.2B |
UBSIUNITED BANKSHARES INC WEST V | $1.2B |
CSCOCISCO SYS INC | $1.2B |
DWDMORGAN STANLEY | $1.2B |
PJTPJT PARTNERS INC | $1.1B |
CPNGCOUPANG INC | $1.1B |
HUBBHUBBELL INC | $1.1B |
DFIPDIMENSIONAL ETF TRUST | $1.1B |
EEMISHARES TR | $1.1B |
MRKMERCK & CO INC | $1.1B |
ORLYOREILLY AUTOMOTIVE INC | $1.1B |
TMOTHERMO FISHER SCIENTIFIC INC | $1.1B |
BACBANK AMERICA CORP | $1.0B |
WFCWELLS FARGO CO NEW | $1.0B |
4I1PHILIP MORRIS INTL INC | $1.0B |
CRMSALESFORCE INC | $1.0B |
SCHCSCHWAB STRATEGIC TR | $1.0B |
BLKBLACKROCK INC | $1.0B |
AXPAMERICAN EXPRESS CO | $995.0M |
RTXRTX CORPORATION | $992.0M |
CVXCHEVRON CORP NEW | $959.0M |
PDNINVESCO EXCH TRADED FD TR II | $900.0M |
LMTLOCKHEED MARTIN CORP | $876.0M |
DFUSDIMENSIONAL ETF TRUST | $869.0M |
AVUVAMERICAN CENTY ETF TR | $845.0M |
EFGISHARES TR | $834.0M |
SCHXSCHWAB STRATEGIC TR | $828.0M |
SCHWSCHWAB CHARLES CORP | $828.0M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $823.0M |
PLTRPALANTIR TECHNOLOGIES INC | $817.0M |
AMDADVANCED MICRO DEVICES INC | $813.0M |
ROSTROSS STORES INC | $799.0M |
LOWLOWES COS INC | $797.0M |
TXNTEXAS INSTRS INC | $789.0M |
BKNGBOOKING HOLDINGS INC | $776.0M |
BRK-BBERKSHIRE HATHAWAY INC DEL | $754.0M |
EMREMERSON ELEC CO | $753.0M |
VXUSVANGUARD STAR FDS | $749.0M |
DISDISNEY WALT CO | $728.0M |
GQ9SPDR GOLD TR | $718.0M |
CSXCSX CORP | $716.0M |
PFEPFIZER INC | $698.0M |
ISRGINTUITIVE SURGICAL INC | $692.0M |
EDCONSOLIDATED EDISON INC | $690.0M |
GLWCORNING INC | $677.0M |
XLKSELECT SECTOR SPDR TR | $672.0M |
TFCTRUIST FINL CORP | $670.0M |
HSYHERSHEY CO | $669.0M |
PGRPROGRESSIVE CORP | $666.0M |
AMGNAMGEN INC | $663.0M |
MOALTRIA GROUP INC | $640.0M |
LINLINDE PLC | $625.0M |
ACNACCENTURE PLC IRELAND | $616.0M |
MUMICRON TECHNOLOGY INC | $614.0M |
VSSVANGUARD INTL EQUITY INDEX F | $610.0M |
INTCINTEL CORP | $608.0M |
UNHUNITEDHEALTH GROUP INC | $595.0M |
LHXL3HARRIS TECHNOLOGIES INC | $593.0M |
VDEVANGUARD WORLD FD | $592.0M |
SYKSTRYKER CORPORATION | $588.0M |
URIUNITED RENTALS INC | $577.0M |
CMICUMMINS INC | $576.0M |
NVSNNOVARTIS AG | $570.0M |
DHRDANAHER CORPORATION | $564.0M |
HONHONEYWELL INTL INC | $561.0M |
IDEVISHARES TR | $556.0M |
IWDISHARES TR | $553.0M |
XFRAXBLACKROCK FLOATING RATE INCO | $547.0M |
VGSHVANGUARD SCOTTSDALE FDS | $544.0M |
ASMLASML HOLDING N V | $542.0M |
SCHGSCHWAB STRATEGIC TR | $539.0M |
NSCNORFOLK SOUTHN CORP | $527.0M |
PEGPUBLIC SVC ENTERPRISE GRP IN | $519.0M |
QCOMQUALCOMM INC | $513.0M |
TAT&T INC | $512.0M |
IAU*ISHARES GOLD TR | $512.0M |
ITWILLINOIS TOOL WKS INC | $504.0M |
PEPPEPSICO INC | $499.0M |
POSTPOST HLDGS INC | $497.0M |
PHPARKER-HANNIFIN CORP | $496.0M |
FFIVF5 INC | $489.0M |
ECLECOLAB INC | $486.0M |
COFCAPITAL ONE FINL CORP | $466.0M |
DGRWWISDOMTREE TR | $458.0M |
HLTHILTON WORLDWIDE HLDGS INC | $457.0M |
SOSOUTHERN CO | $456.0M |