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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 4 of 10  ·  186 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NKE NIKE INC Consumer Cyclical 176,211.0 $9.3M 0.37% $52.82 -16.0%
62 IJR ISHARES TR 74,728.0 $9.3M 0.37% +21K +38.7% $124.31 +9.6%
63 NSC NORFOLK SOUTHERN Industrials 29,293.0 $8.4M 0.33% $287.00 +8.5%
64 TJX TJX COMPANIES INC Consumer Cyclical 52,003.0 $8.3M 0.33% $159.70 -0.3%
65 SNPS SYNOPSYS INC Technology 20,145.0 $8.0M 0.32% -218.0 -1.1% $396.48 +25.8%
66 AMP AMERIPRISE FINANCIAL Financial Services 17,396.0 $7.7M 0.30% $444.40 +1.4%
67 AMT AMERICAN TOWER CORP Real Estate 44,330.0 $7.7M 0.30% -1K -2.4% $172.58 +6.5%
68 XLK SELECT SECTOR SPDR 56,098.0 $7.5M 0.29% -2K -3.4% $132.92 +34.4%
69 EFA ISHARES 75,570.0 $7.3M 0.29% +9K +13.2% $97.13 +7.3%
70 ITW ILLINOIS TOOL WORKS Industrials 26,010.0 $6.8M 0.27% -2K -7.5% $260.29 -4.0%
71 ADBE ADOBE INC Technology 26,685.0 $6.5M 0.26% +267.0 +1.0% $243.08 +0.4%
72 SCHX SCHWAB STRATEGIC TR 248,991.0 $6.4M 0.25% $25.64 +13.9%
73 VEA VANGUARD TAX MANAGED 90,291.0 $5.8M 0.23% $64.08 +10.3%
74 IWV ISHARES 14,928.0 $5.5M 0.22% $370.68 +13.5%
75 BERKSHIRE HATHAWAY 7.0 $5.0M 0.20% $718140.00
76 EAGL THE 2023 ETF SERIES 158,141.0 $4.8M 0.19% +2K +1.0% $30.42 +7.3%
77 PG PROCTER AND GAMBLE Consumer Defensive 32,021.0 $4.6M 0.18% -2K -4.9% $144.44 -1.4%
78 GL GLOBE LIFE INC Financial Services 32,578.0 $4.5M 0.18% $139.17 +12.5%
79 ABNB AIRBNB INC Consumer Cyclical 34,971.0 $4.4M 0.17% -242.0 -0.7% $126.28 +6.3%
80 CMCSA COMCAST CORP Communication Services 152,596.0 $4.4M 0.17% -9K -5.7% $28.71 -12.6%
Page 4 of 10  ·  186 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%