Klingman & Associates, LLC Q4 2025 Filing

Filed January 29, 2026

Portfolio Value

$2.1B

Holdings

326

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (326 positions)

#	Stock	Shares	Value	% Portfolio
301	FNDXSCHWAB STRATEGIC TR	7,999	$217K	0.01%
302	VNQIVANGUARD INTL EQUITY INDEX F	4,720	$216K	0.01%
303	IJKISHARES TR	2,239	$216K	0.01%
304	WMBWILLIAMS COS INC	3,584	$215K	0.01%
305	PNCPNC FINL SVCS GROUP INC	1,034	$215K	0.01%
306	SPGIS&P GLOBAL INC	411	$214K	0.01%
307	VTVANGUARD INTL EQUITY INDEX F	1,523	$214K	0.01%
308	CEGCONSTELLATION ENERGY CORP	606	$214K	0.01%
309	GBXGREENBRIER COS INC	4,557	$212K	0.01%
310	APHAMPHENOL CORP NEW	1,569	$212K	0.01%
311	MCKMCKESSON CORP	258	$211K	0.01%
312	XLESELECT SECTOR SPDR TR	4,698	$210K	0.01%
313	VRTXVERTEX PHARMACEUTICALS INC	465	$210K	0.01%
314	PYPLPAYPAL HLDGS INC	3,607	$210K	0.01%
315	IDXXIDEXX LABS INC	310	$209K	0.01%
316	GSLCGOLDMAN SACHS ETF TR	1,571	$207K	0.01%
317	BMYBRISTOL-MYERS SQUIBB CO	3,804	$205K	0.01%
318	JCIJOHNSON CTLS INTL PLC	1,704	$204K	0.01%
319	TELTE CONNECTIVITY PLC	887	$201K	0.01%
320	PAYXPAYCHEX INC	1,797	$201K	0.01%
321	TSNTYSON FOODS INC	3,427	$200K	0.01%
322	ANETARISTA NETWORKS INC	1,528	$200K	0.01%
323	FFORD MTR CO	10,013	$131K	0.01%
324	SANBANCO SANTANDER SA	10,556	$123K	0.01%
325	MFGMIZUHO FINANCIAL GROUP INC	12,796	$93K	0.00%
326	LYGLLOYDS BANKING GROUP PLC	10,921	$57K	0.00%

PreviousPage 4 of 4