Klingenstein Fields & Co Lp Portfolio Stock Holdings

Klingenstein Fields & Co Lp disclosed 186 stock positions valued at approximately $2.5 billion in its latest SEC 13F filing. The largest holdings include BROADCOM INC, ALPHABET INC, and LILLY ELI & CO. The filing reflects positions held as of March 31, 2026 and was filed on May 13, 2026.

Report Period
March 31, 2026
No. of Stocks
186
Portfolio Value
$2.5B
Holdings by Sector
Klingenstein Fields & Co Lp Portfolio Holdings in Q1 2026

183 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
BROADCOM INCAVGOTechnology6.26%513,515-3,206-0.62%$158,938,028
ALPHABET INCGOOGLCommunication Services4.79%422,864-11,800-2.71%$121,598,772
LILLY ELI & COLLYHealthcare3.73%102,848-882-0.85%$94,596,856
APPLE INCAAPLTechnology3.60%359,634-3,760-1.03%$91,271,628
BERKSHIRE HATHAWAYBRK-BFinancial Services3.56%188,487-2,526-1.32%$90,322,971
MICROSOFT CORPMSFTTechnology3.42%234,657-2,020-0.85%$86,863,031
AMAZON COM INCAMZNConsumer Cyclical2.98%363,169-1,346-0.37%$75,637,207
NVIDIA CORPNVDATechnology2.83%412,267-6,636-1.58%$71,899,365
PALO ALTO NETWORKSPANWTechnology2.72%430,749-7,226-1.65%$69,057,680
GOLDMAN SACHS GROUPGSFinancial Services2.60%77,842-1,247-1.58%$65,853,553
PEPSICO INCPEPConsumer Defensive2.59%423,269-3,583-0.84%$65,729,443
UNION PAC CORPUNPIndustrials2.50%261,405-3,254-1.23%$63,422,081
STATE ST SPDR S&P500SPYOther2.37%92,487+300+0.33%$60,147,996
RTX CORPORATIONRTXIndustrials2.37%311,307-6,953-2.18%$60,051,121
WALT DISNEY CODISCommunication Services2.28%601,413-3,263-0.54%$57,964,185
JPMORGAN CHASE & COJPMFinancial Services2.24%192,979-1,794-0.92%$56,766,703
JOHNSON & JOHNSONJNJHealthcare2.13%221,534-4,146-1.84%$54,151,771
ALPHABET INCGOOGCommunication Services2.10%185,331-3,431-1.82%$53,164,051
COSTCO WHSL CORPCOSTConsumer Defensive1.96%50,027-440-0.87%$49,847,980
INVESCO QQQ TRQQQOther1.49%65,631-1,721-2.56%$37,880,901
HONEYWELL INTL INCHONIndustrials1.46%163,916-1,535-0.93%$37,049,934
INTUITIVE SURGIC INCISRGHealthcare1.44%79,105-845-1.06%$36,466,614
THERMO FISHER SCITMOHealthcare1.39%71,998-768-1.06%$35,389,177
NETFLIX INCNFLXCommunication Services1.34%353,267-4,608-1.29%$33,966,622
CHUBB LIMITEDCBFinancial Services1.31%102,196-1,543-1.49%$33,308,742
NXP SEMICONDUCTRN6596X109Other1.27%163,987-1,786-1.08%$32,282,481
EATON CORPORATIONETNOther1.24%87,883-2,099-2.33%$31,433,113
PROLOGIS INCPLDReal Estate1.22%233,228-3,155-1.33%$30,828,077
SCHWAB STRATEGIC TRSCHAOther1.18%1,028,297-77,684-7.02%$29,902,876
VULCAN MATERIALS COVMCBasic Materials1.10%102,688-1,654-1.59%$27,961,943
MERCK & CO INCMRKHealthcare1.07%224,870-5,048-2.20%$27,049,613
COLGATE PALMOLIVE COCLConsumer Defensive0.99%293,939-994-0.34%$25,052,421
STRYKER CORPSYKHealthcare0.95%73,200-936-1.26%$24,052,788
META PLATFORMS INCMETACommunication Services0.94%41,745+16,879+67.88%$23,883,642
HOME DEPOT INCHDConsumer Cyclical0.89%68,785+6+0.01%$22,622,607
SHELL PLCSHELEnergy0.85%232,742-1,910-0.81%$21,645,006
NORTHROP GRUMMAN CONOCIndustrials0.83%31,019+31,019+100.00%$21,162,403
ISHARES TRUSTIVVOther0.73%28,234+3,798+15.54%$18,442,842
STARBUCKS CORPSBUXConsumer Cyclical0.72%202,697-2,209-1.08%$18,159,647
3M COMPANYMMMIndustrials0.69%120,700--$17,529,261
SCHWAB STRATEGIC TRSCHFOther0.67%689,393-44,091-6.01%$17,062,477
EXXON MOBIL CORPXOMEnergy0.65%97,680-1,220-1.23%$16,572,389
MONDELEZ INTL INCMDLZConsumer Defensive0.61%267,208-3,644-1.35%$15,401,887
VICTORY PORTFOLIOSIIUITBOther0.58%313,992+36,313+13.08%$14,762,962
SCHWAB STRATEGIC TRSCHEOther0.56%428,431-19,788-4.41%$14,116,802
PAYPAL HLDGS INCPYPLFinancial Services0.55%310,506-9,504-2.97%$14,044,187
GE AEROSPACEGEIndustrials0.52%46,474-422-0.90%$13,187,927
NEXTERA ENERGY INCNEEUtilities0.52%141,088-1,383-0.97%$13,104,253
SOUTHERN COSOUtilities0.50%132,548-1,403-1.05%$12,793,533
YUM BRANDS INCYUMConsumer Cyclical0.50%82,157-1,130-1.36%$12,773,771
CHEVRON CORPCVXEnergy0.50%61,691-409-0.66%$12,763,868
SERVICENOW INCNOWTechnology0.50%121,857-1,232-1.00%$12,740,149
ZSCALER INCZSTechnology0.49%89,487-674-0.75%$12,554,131
REGENERON PHARMCTCLSREGNHealthcare0.47%15,566-369-2.32%$12,026,914
ABBOTT LABSABTHealthcare0.45%110,302-1,113-1.00%$11,324,707
BOSTON SCIENTIFICBSXHealthcare0.43%175,672+175,672+100.00%$11,023,419
DANAHER CORPDHRHealthcare0.41%55,481-449-0.80%$10,519,198
AMERICAN EXPRESS COAXPFinancial Services0.40%33,826-3,549-9.50%$10,231,619
VANGUARD SCOTTSDALVONGOther0.39%89,163+10,792+13.77%$9,780,289
NIKE INCNKEConsumer Cyclical0.37%176,211-324-0.18%$9,307,481
ISHARES TRIJROther0.37%74,728+20,856+38.71%$9,289,438
NORFOLK SOUTHERNNSCIndustrials0.33%29,293-50-0.17%$8,407,091
TJX COMPANIES INCTJXConsumer Cyclical0.33%52,003+40+0.08%$8,304,879
SYNOPSYS INCSNPSTechnology0.31%20,145-218-1.07%$7,987,089
AMERIPRISE FINANCIALAMPFinancial Services0.30%17,396--$7,730,782
AMERICAN TOWER CORPAMTReal Estate0.30%44,330-1,070-2.36%$7,650,472
SELECT SECTOR SPDRXLKOther0.29%56,098-1,988-3.42%$7,456,547
ISHARESEFAOther0.29%75,570+8,844+13.25%$7,340,115
ILLINOIS TOOL WORKSITWIndustrials0.27%26,010-2,108-7.50%$6,770,143
ADOBE INCADBETechnology0.26%26,685+267+1.01%$6,486,590
SCHWAB STRATEGIC TRSCHXOther0.25%248,991-370-0.15%$6,384,136
VANGUARD TAX MANAGEDVEAOther0.23%90,291+358+0.40%$5,785,827
ISHARESIWVOther0.22%14,928+28+0.19%$5,533,498
BERKSHIRE HATHAWAYBRK-AFinancial Services0.20%7--$5,026,980
THE 2023 ETF SERIESEAGLOther0.19%158,141+1,557+0.99%$4,810,638
PROCTER AND GAMBLEPGConsumer Defensive0.18%32,021-1,642-4.88%$4,625,113
GLOBE LIFE INCGLFinancial Services0.18%32,578--$4,533,880
AIRBNB INCABNBConsumer Cyclical0.17%34,971-242-0.69%$4,416,138
COMCAST CORPCMCSACommunication Services0.17%152,596-9,179-5.67%$4,381,031
SCHWAB STRATEGIC TRSCHBOther0.17%168,123+762+0.46%$4,219,886
INTL BUSINESS MCHNIBMTechnology0.13%13,303+200+1.53%$3,224,514
PALANTIR TECH INCPLTRTechnology0.11%19,831+252+1.29%$2,900,878
ALLSTATE CORPALLFinancial Services0.11%13,133-70-0.53%$2,722,996
CIRCLE INTERNET GRPCRCLOther0.11%28,116-67,525-70.60%$2,682,548
LOCKHEED MARTIN CORPLMTIndustrials0.10%4,201-635-13.13%$2,539,329
BANK OF AMERICA CORPBACFinancial Services0.10%52,023--$2,536,122
VANECK ETF TRSMHOther0.10%6,486--$2,486,732
COCA-COLA COKOConsumer Defensive0.09%31,354--$2,384,472
SCHWAB STRATEGIC TRFNDEOther0.09%62,082+62,082+100.00%$2,375,257
UNITED PARCEL SERVICUPSIndustrials0.09%23,626--$2,324,326
SOLVENTUM CORPORATINSOLVHealthcare0.08%29,445--$1,922,759
CATERPILLAR INCCATIndustrials0.07%2,628+2+0.08%$1,861,833
ISHARES TRSMMDOther0.07%22,700--$1,733,145
ISHARESIJSOther0.06%13,758--$1,629,635
ISHARES MSCI USAEUSAOther0.06%16,000--$1,628,320
ISHARESEEMOther0.06%28,184+28,184+100.00%$1,600,569
VANGUARD INDEX FDSVOOOther0.06%2,632+33+1.27%$1,572,752
PHILIP MORRIS INTLPMConsumer Defensive0.06%9,459--$1,563,951
MASTERCARD INCMAFinancial Services0.05%2,589+759+41.48%$1,293,620
ABBVIE INCABBVHealthcare0.05%5,537+462+9.10%$1,204,242