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Klingenstein Fields & Co LP

SEC CIK
0000859872
Latest filing
Aug 5, 2026

Holdings in Q1 2021

Holdings as of Mar 31, 2021, filed Apr 29, 2021. Long positions only.

Institution overview
Positions
191
No 13F data for Q4 2020
Portfolio value
$2.21B
No 13F data for Q4 2020
Filed
Apr 29, 2021
SEC

Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.

Holdings of Klingenstein Fields & Co LP in Q1 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
DISWalt Disney CoStock721,107$133.1M6.0%––History
PYPLPayPal Holdings, Inc.Stock329,432$80.0M3.6%––History
PEPPepsiCo IncStock540,501$76.5M3.5%––History
UNPUnion Pacific CorpStock340,185$75.0M3.4%––History
BRK.BBerkshire Hathaway IncStock271,809$69.4M3.1%––History
MSFTMicrosoft CorpStock264,238$62.3M2.8%––History
AMZNAmazon Com IncStock20,046$62.0M2.8%––History
CMCSAComcast CorpStock1,109,943$60.1M2.7%––History
GOOGLAlphabet Inc.Stock25,510$52.6M2.4%––History
AAPLApple Inc.Stock422,527$51.6M2.3%––History
JNJJohnson & JohnsonStock306,099$50.3M2.3%––History
HONHoneywell International IncCOM215,457$46.8M2.1%––History
AVGOBroadcom Inc.Stock95,467$44.3M2.0%––History
METAMeta Platforms, Inc.Stock144,024$42.4M1.9%––History
LHLabcorp Holdings Inc.COM NEW159,208$40.6M1.8%––History
TMOThermo Fisher Scientific Inc.Stock88,745$40.5M1.8%––History
NXPINXP Semiconductors N.V.COM194,361$39.1M1.8%––History
AMTAmerican Tower CorpREIT156,305$37.4M1.7%––History
PANWPalo Alto Networks IncStock108,392$34.9M1.6%––History
Schwab U.S. Small-Cap ETF808524607ETF342,755$34.2M1.5%–––
JPMJPMorgan Chase & CoStock221,815$33.8M1.5%––History
CLColgate Palmolive CoStock415,608$32.8M1.5%––History
GSGoldman Sachs Group IncStock99,519$32.5M1.5%––History
UPSUnited Parcel Service IncStock185,931$31.6M1.4%––History
RTXRTX CorpStock399,889$30.9M1.4%––History
GOOGAlphabet Inc.Stock14,341$29.7M1.3%––History
Schwab International Equity ETF808524805ETF787,640$29.6M1.3%–––
Schwab Emerging Markets Equity ETF808524706ETF916,894$29.1M1.3%–––
STZConstellation Brands, Inc.Stock116,124$26.5M1.2%––History
MDTMedtronic plcStock216,203$25.5M1.2%––History
MRKMerck & Co., Inc.Stock330,527$25.5M1.2%––History
VMCVulcan Materials COCOM145,200$24.5M1.1%––History
MMM3M CoStock126,801$24.4M1.1%––History
CVSCVS Health CorpStock318,828$24.0M1.1%––History
COSTCostco Wholesale CorpStock66,802$23.5M1.1%––History
HDHome Depot, Inc.Stock76,976$23.5M1.1%––History
CRMSalesforce, Inc.Stock110,466$23.4M1.1%––History
SBUXStarbucks CorpStock213,142$23.3M1.1%––History
BEPCBrookfield Renewable CorpCL A SUB VTG471,278$22.1M1.0%––History
PLDPrologis, Inc.REIT205,140$21.7M1.0%––History
ISRGIntuitive Surgical IncCOM NEW29,257$21.6M1.0%––History
NKENIKE, Inc.Stock162,531$21.6M1.0%––History
ADBEAdobe Inc.Stock45,379$21.6M1.0%––History
LLYEli Lilly & CoStock113,607$21.2M1.0%––History
FTVFortive CorpStock296,155$20.9M0.9%––History
FISFidelity National Information Services, Inc.Stock145,212$20.4M0.9%––History
BAMBrookfield Asset Management Ltd.CL A LTD VT SH456,399$20.3M0.9%––History
SYKStryker CorpStock82,788$20.2M0.9%––History
MDLZMondelez International, Inc.Stock338,726$19.8M0.9%––History
AXPAmerican Express CoStock139,458$19.7M0.9%––History
DDDuPont de Nemours, Inc.COM242,942$18.8M0.8%––History
ARK Innovation ETF00214Q104ETF155,308$18.6M0.8%–––
Invesco QQQ Trust Series I46090E103ETF56,652$18.1M0.8%–––
CBChubb LtdStock110,589$17.5M0.8%––History
ABTAbbott LaboratoriesStock139,954$16.8M0.8%––History
YUMYum Brands IncStock149,705$16.2M0.7%––History
ITWIllinois Tool Works IncStock72,632$16.1M0.7%––History
PFEPfizer IncStock413,560$15.0M0.7%––History
DHRDanaher CorpStock56,641$12.7M0.6%––History
SPYSPDR S&P 500 ETF TrustETF29,788$11.8M0.5%––History
YUMCYum China Holdings, Inc.COM192,373$11.4M0.5%––History
NSCNorfolk Southern CorpStock36,252$9.73M0.4%––History
AMPAmeriprise Financial IncCOM35,131$8.17M0.4%––History
KSUKansas City SouthernCOM NEW28,747$7.59M0.3%––History
PGProcter & Gamble CoStock55,799$7.56M0.3%––History
GSKGSK plcSPONSORED ADR180,617$6.45M0.3%––History
Royal Dutch Shell PLC780259206SPONS ADR A153,006$6.00M0.3%–––
TJXTJX Companies IncStock86,069$5.69M0.3%––History
Schwab U.S. Large-Cap ETF808524201ETF44,321$4.26M0.2%–––
BACBank of America CorpStock108,619$4.20M0.2%––History
LMTLockheed Martin CorpStock10,692$3.95M0.2%––History
BRK.ABerkshire Hathaway IncCL A10$3.86M0.2%––History
GLGlobe Life Inc.COM39,685$3.83M0.2%––History
FDXFedEx CorpStock11,538$3.28M0.1%––History
BMYBristol Myers Squibb CoStock49,797$3.14M0.1%––History
MAMastercard IncStock8,662$3.08M0.1%––History
ALLAllstate CorpStock25,883$2.97M0.1%––History
XOMExxonMobil Holdings CorpCOM50,626$2.83M0.1%––History
BNYBank of New York Mellon CorpStock55,659$2.63M0.1%––History
VVisa Inc.Stock10,625$2.25M0.1%––History
State Street Technology Select Sector SPDR ETF81369Y803ETF16,610$2.21M0.1%–––
IBMInternational Business Machines CorpStock14,172$1.89M0.1%––History
DLRDigital Realty Trust, Inc.COM13,300$1.87M0.1%––History
KOCoca Cola CoStock32,668$1.72M0.1%––History
ABBVAbbVie Inc.Stock15,354$1.66M0.1%––History
MOAltria Group, Inc.Stock32,349$1.66M0.1%––History
PMPhilip Morris International Inc.Stock18,578$1.65M0.1%––History
CSCOCisco Systems, Inc.Stock30,515$1.58M0.1%––History
CVXChevron CorpStock14,856$1.56M0.1%––History
ICEIntercontinental Exchange, Inc.Stock13,289$1.48M0.1%––History
SPDR Index Shs FDS78463X848ST STR ACWI ETF49,799$1.44M0.1%–––
MCDMcDonalds CorpStock6,187$1.39M0.1%––History
INTCIntel CorpStock19,969$1.28M0.1%––History
Invesco Exchange Traded FD T46137V621FINL PFD ETF66,050$1.25M0.1%–––
VanEck Semiconductor ETF92189F676ETF4,799$1.17M0.1%–––
XLNXXilinx IncCOM9,046$1.12M0.1%––History
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF8,480$1.10M<0.1%–––
BAXBaxter International IncStock12,668$1.07M<0.1%––History
Varian Med Sys Inc92220P105COM5,969$1.05M<0.1%–––
SIVBSVB Financial GroupCOM2,100$1.04M<0.1%––History

Options (3)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Klingenstein Fields & Co LP in Q1 2021
SecurityClassPutsCalls
NFLXNetflix IncStock–$2.00K
ALSumisho Air Lease CorpCL A$2.00K–
VMCVulcan Materials COCOM–$1.00K