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KLINGENSTEIN FIELDS & CO LP

Q2 2026 13F filing

Updated 36 days ago

265 disclosed positions worth $2.9B

Portfolio value
$2.9B
Total holdings
265
New positions
17
Closed positions
8
Increased
52
Decreased
68
Turnover
9.4%
Filed
2026-08-05

Full holdings

Every line item disclosed in Q2 2026

A

BROADCOM INC

-0.8%
Value
$106M
Shares
280.5K
% Port
3.71%
G

ALPHABET INC

-0.6%
Value
$99.2M
Shares
277.5K
% Port
3.47%
P

PALO ALTO NETWORKS

-0.3%
Value
$86.5M
Shares
253.8K
% Port
3.03%
A

BROADCOM INC

-20.8%
Value
$84.7M
Shares
224.2K
% Port
2.96%
L
5.LLY

LILLY ELI & CO

+135.4%
Value
$78.9M
Shares
65.8K
% Port
2.76%
A

APPLE INC

+0.7%
Value
$71.6M
Shares
247.6K
% Port
2.51%
N

NVIDIA CORP

+5.6%
Value
$68.8M
Shares
343.6K
% Port
2.40%
M

MICROSOFT CORP

+0.2%
Value
$62.8M
Shares
168.4K
% Port
2.20%
P

PALO ALTO NETWORKS

-32.1%
Value
$58.9M
Shares
172.9K
% Port
2.06%
A
10.AMZN

AMAZON COM INC

+0.1%
Value
$56.6M
Shares
237.6K
% Port
1.98%
B

BERKSHIRE HATHAWAY

+0.1%
Value
$54.9M
Shares
109.7K
% Port
1.92%
S
12.SPY

STATE ST SPDR S&P500

-3.4%
Value
$54.7M
Shares
73.2K
% Port
1.91%
G

ALPHABET INC

-49.4%
Value
$50.5M
Shares
141.4K
% Port
1.77%
S
14.STUB

STUBHUB HOLDINGS INC

-36.5%
Value
$50.4M
Shares
3.91M
% Port
1.76%
G

GOLDMAN SACHS GROUP

-0.7%
Value
$49.3M
Shares
48.7K
% Port
1.72%
J

JPMORGAN CHASE & CO

-0.4%
Value
$45.7M
Shares
139.6K
% Port
1.60%
U
17.UNP

UNION PAC CORP

+31.4%
Value
$40.1M
Shares
147.3K
% Port
1.40%
B

BERKSHIRE HATHAWAY

-28.5%
Value
$39.2M
Shares
78.3K
% Port
1.37%
Q
19.QQQ

INVESCO QQQ TR

-0.8%
Value
$38.5M
Shares
52.2K
% Port
1.35%
D
20.DIS

WALT DISNEY CO

+95.0%
Value
$38.2M
Shares
396.9K
% Port
1.34%
G

ALPHABET INC

-1.2%
Value
$37.7M
Shares
106.6K
% Port
1.32%
P
22.PEP

PEPSICO INC

+69.4%
Value
$36M
Shares
265.7K
% Port
1.26%
R
23.RTX

RTX CORPORATION

-0.4%
Value
$34.5M
Shares
182.0K
% Port
1.21%
A
24.AAPL

APPLE INC

-53.7%
Value
$32.9M
Shares
113.8K
% Port
1.15%
C
25.COST

COSTCO WHSL CORP

+0.1%
Value
$31.5M
Shares
33.7K
% Port
1.10%
J
26.JNJ

JOHNSON & JOHNSON

-1.0%
Value
$31M
Shares
121.9K
% Port
1.08%
L
27.LLY

LILLY ELI & CO

-8.4%
Value
$30.7M
Shares
25.6K
% Port
1.07%
U
28.UNP

UNION PAC CORP

+0.1%
Value
$30.5M
Shares
112.2K
% Port
1.07%
S
29.STUB

STUBHUB HOLDINGS INC

-62.5%
Value
$29.8M
Shares
2.31M
% Port
1.04%
A
30.AMZN

AMAZON COM INC

-47.5%
Value
$29.7M
Shares
124.7K
% Port
1.04%
N
31.NXPI

NXP SEMICONDUCTR

+0.1%
Value
$29.1M
Shares
103.7K
% Port
1.02%
S

SCHWAB STRATEGIC TR

-2.7%
Value
$29.1M
Shares
805.1K
% Port
1.02%
G

GOLDMAN SACHS GROUP

-42.6%
Value
$28.5M
Shares
28.2K
% Port
1.00%
E
34.ETN

EATON CORPORATION

-0.2%
Value
$28.1M
Shares
65.9K
% Port
0.98%
G

ALPHABET INC

-30.2%
Value
$26.6M
Shares
75.4K
% Port
0.93%
C
36.CB

CHUBB LIMITED

+0.1%
Value
$25.9M
Shares
75.9K
% Port
0.90%
M
37.MSFT

MICROSOFT CORP

-60.4%
Value
$24.8M
Shares
66.6K
% Port
0.87%
J
38.JNJ

JOHNSON & JOHNSON

-21.7%
Value
$24.5M
Shares
96.5K
% Port
0.86%
R
39.RTX

RTX CORPORATION

-30.9%
Value
$24M
Shares
126.3K
% Port
0.84%
E
40.ETHA

ISHARES TRUST

+12.0%
Value
$23.7M
Shares
31.6K
% Port
0.83%
P

PROLOGIS INC

+0.1%
Value
$23.2M
Shares
171.5K
% Port
0.81%
S

SELECT SECTOR SPDR

+229.1%
Value
$22.4M
Shares
117.8K
% Port
0.78%
C
43.CL

COLGATE PALMOLIVE CO

+0.1%
Value
$22M
Shares
240.1K
% Port
0.77%
P
44.PEP

PEPSICO INC

+0.1%
Value
$21.3M
Shares
157.0K
% Port
0.74%
V
45.VMC

VULCAN MATERIALS CO

+0.2%
Value
$20.8M
Shares
70.5K
% Port
0.73%
T
46.TMO

THERMO FISHER SCI

-6.4%
Value
$20.1M
Shares
40.0K
% Port
0.70%
D
47.DIS

WALT DISNEY CO

+0.1%
Value
$19.6M
Shares
203.7K
% Port
0.69%
M
48.MMM

3M COMPANY

-0.0%
Value
$19.5M
Shares
120.7K
% Port
0.68%
H
49.HD

HOME DEPOT INC

+2.0%
Value
$19.3M
Shares
54.6K
% Port
0.67%
M
50.MRK

MERCK & CO INC

-0.5%
Value
$19.1M
Shares
148.8K
% Port
0.67%