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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 5 of 10  ·  186 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SCHB SCHWAB STRATEGIC TR 168,123.0 $4.2M 0.17% $25.10 +13.9%
82 HEDG SERIES PORTFOLIOS TR 131,106.0 $3.8M 0.15% +107K +444.0% $28.98 +3.1%
83 IBM INTL BUSINESS MCHN Technology 13,303.0 $3.2M 0.13% +200.0 +1.5% $242.39 +4.4%
84 PLTR PALANTIR TECH INC Technology 19,831.0 $2.9M 0.11% +252.0 +1.3% $146.28 -6.2%
85 ALL ALLSTATE CORP Financial Services 13,133.0 $2.7M 0.11% -70.0 -0.5% $207.34 +3.4%
86 CRCL CIRCLE INTERNET GRP Financial Services 28,116.0 $2.7M 0.11% -68K -70.6% $95.41 +20.4%
87 LMT LOCKHEED MARTIN CORP Industrials 4,201.0 $2.5M 0.10% -635.0 -13.1% $604.46 -13.5%
88 BAC BANK OF AMERICA CORP Financial Services 52,023.0 $2.5M 0.10% $48.75 +5.6%
89 SMH VANECK ETF TR 6,486.0 $2.5M 0.10% $383.40 +48.0%
90 KO COCA-COLA CO Consumer Defensive 31,354.0 $2.4M 0.09% $76.05 +6.7%
91 FNDE SCHWAB STRATEGIC TR 62,082.0 $2.4M 0.09% NEW $38.26 +5.6%
92 UPS UNITED PARCEL SERVIC Industrials 23,626.0 $2.3M 0.09% $98.38 +0.5%
93 SOLV SOLVENTUM CORPORATIN Healthcare 29,445.0 $1.9M 0.08% $65.30 +16.6%
94 CAT CATERPILLAR INC Industrials 2,628.0 $1.9M 0.07% $708.46 +22.2%
95 SMMD ISHARES TR 22,700.0 $1.7M 0.07% $76.35 +13.1%
96 IJS ISHARES 13,758.0 $1.6M 0.06% $118.45 +8.3%
97 EUSA ISHARES MSCI USA 16,000.0 $1.6M 0.06% $101.77 +8.0%
98 EEM ISHARES 28,184.0 $1.6M 0.06% NEW $56.79 +16.3%
99 VOO VANGUARD INDEX FDS 2,632.0 $1.6M 0.06% +33.0 +1.3% $597.55 +14.3%
100 PM PHILIP MORRIS INTL Consumer Defensive 9,459.0 $1.6M 0.06% $165.34 +14.1%
Page 5 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%