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Portfolio (Quarterly) Guide ↗

KLINGENSTEIN FIELDS & CO LP

· CIK 0000859872
13F Portfolio $2.5B AUM 255 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 17 New 25 Added 71 Reduced 17 Exited
Page 3 of 4  ·  71 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 YUM YUM BRANDS INC Consumer Cyclical 82,157.0 $12.8M 0.50% -1K -1.4% $155.48 -0.2%
42 CVX CHEVRON CORP Energy 61,691.0 $12.8M 0.50% -409.0 -0.7% $206.90 -7.5%
43 NOW SERVICENOW INC Technology 121,857.0 $12.7M 0.50% -1K -1.0% $104.55 -2.3%
44 ZS ZSCALER INC Technology 89,487.0 $12.6M 0.49% -674.0 -0.8% $140.29 +30.0%
45 REGN REGENERON PHARMCTCLS Healthcare 15,566.0 $12.0M 0.47% -369.0 -2.3% $772.64 -17.3%
46 ABT ABBOTT LABS Healthcare 110,302.0 $11.3M 0.45% -1K -1.0% $102.67 -14.9%
47 DHR DANAHER CORP Healthcare 55,481.0 $10.5M 0.41% -449.0 -0.8% $189.60 -9.3%
48 AXP AMERICAN EXPRESS CO Financial Services 33,826.0 $10.2M 0.40% -4K -9.5% $302.48 +3.1%
49 SNPS SYNOPSYS INC Technology 20,145.0 $8.0M 0.32% -218.0 -1.1% $396.48 +32.3%
50 AMT AMERICAN TOWER CORP Real Estate 44,330.0 $7.7M 0.30% -1K -2.4% $172.58 +6.5%
51 XLK SELECT SECTOR SPDR 56,098.0 $7.5M 0.29% -2K -3.4% $132.92 +35.7%
52 ITW ILLINOIS TOOL WORKS Industrials 26,010.0 $6.8M 0.27% -2K -7.5% $260.29 -3.1%
53 PG PROCTER AND GAMBLE Consumer Defensive 32,021.0 $4.6M 0.18% -2K -4.9% $144.44 +0.0%
54 ABNB AIRBNB INC Consumer Cyclical 34,971.0 $4.4M 0.17% -242.0 -0.7% $126.28 +4.8%
55 CMCSA COMCAST CORP Communication Services 152,596.0 $4.4M 0.17% -9K -5.7% $28.71 -12.2%
56 ALL ALLSTATE CORP Financial Services 13,133.0 $2.7M 0.11% -70.0 -0.5% $207.34 +4.5%
57 CRCL CIRCLE INTERNET GRP Financial Services 28,116.0 $2.7M 0.11% -68K -70.6% $95.41 +18.6%
58 LMT LOCKHEED MARTIN CORP Industrials 4,201.0 $2.5M 0.10% -635.0 -13.1% $604.46 -11.8%
59 GILD GILEAD SCIENCES INC Healthcare 7,919.0 $1.1M 0.04% -920.0 -10.4% $139.37 -3.6%
60 LOW LOWES CO Consumer Cyclical 3,828.0 $905K 0.04% -175.0 -4.4% $236.30 -9.0%
Page 3 of 4  ·  71 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 25.1%
Healthcare 14.6%
Financial Services 13.8%
Communication Services 13.3%
Industrials 12.1%
Consumer Defensive 7.5%
Consumer Cyclical 6.9%
Energy 2.3%
Real Estate 1.7%
Basic Materials 1.3%