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Klingenstein Fields & Co LP

SEC CIK
0000859872
Latest filing
Aug 5, 2026

Holdings in Q2 2021

Holdings as of Jun 30, 2021, filed Jul 26, 2021. Long positions only; changes compare share counts with Q1 2021.

Institution overview
Positions
197
+6 vs. Q1 2021
Portfolio value
$2.42B
+$205.3M (+9.3%) vs. Q1 2021
Filed
Jul 26, 2021
SEC
Holdings of Klingenstein Fields & Co LP in Q2 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
DISWalt Disney CoStock715,459$125.8M5.2%−5,648−0.8%ReducedHistory
PYPLPayPal Holdings, Inc.Stock325,219$94.8M3.9%−4,213−1.3%ReducedHistory
PEPPepsiCo IncStock537,579$79.7M3.3%−2,922−0.5%ReducedHistory
BRK.BBerkshire Hathaway IncStock265,755$73.9M3.1%−6,054−2.2%ReducedHistory
MSFTMicrosoft CorpStock265,268$71.9M3.0%+1,030+0.4%AddedHistory
UNPUnion Pacific CorpStock320,584$70.5M2.9%−19,601−5.8%ReducedHistory
AMZNAmazon Com IncStock20,130$69.3M2.9%+84+0.4%AddedHistory
CMCSAComcast CorpStock1,114,178$63.5M2.6%+4,235+0.4%AddedHistory
GOOGLAlphabet Inc.Stock25,507$62.3M2.6%−30.0%ReducedHistory
AAPLApple Inc.Stock425,381$58.3M2.4%+2,854+0.7%AddedHistory
METAMeta Platforms, Inc.Stock144,163$50.1M2.1%+139+0.1%AddedHistory
JNJJohnson & JohnsonStock303,124$49.9M2.1%−2,975−1.0%ReducedHistory
AVGOBroadcom Inc.Stock94,978$45.3M1.9%−489−0.5%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock88,742$44.8M1.9%−30.0%ReducedHistory
LHLabcorp Holdings Inc.COM NEW159,014$43.9M1.8%−194−0.1%ReducedHistory
AMTAmerican Tower CorpREIT157,256$42.5M1.8%+951+0.6%AddedHistory
HONHoneywell International IncCOM192,669$42.3M1.7%−22,788−10.6%ReducedHistory
PANWPalo Alto Networks IncStock108,213$40.2M1.7%−179−0.2%ReducedHistory
NXPINXP Semiconductors N.V.COM191,409$39.4M1.6%−2,952−1.5%ReducedHistory
GSGoldman Sachs Group IncStock98,272$37.3M1.5%−1,247−1.3%ReducedHistory
Schwab U.S. Small-Cap ETF808524607ETF346,533$36.1M1.5%+3,778+1.1%Added–
GOOGAlphabet Inc.Stock14,158$35.5M1.5%−183−1.3%ReducedHistory
UPSUnited Parcel Service IncStock169,618$35.3M1.5%−16,313−8.8%ReducedHistory
JPMJPMorgan Chase & CoStock221,761$34.5M1.4%−540.0%ReducedHistory
RTXRTX CorpStock395,386$33.7M1.4%−4,503−1.1%ReducedHistory
CLColgate Palmolive CoStock407,752$33.2M1.4%−7,856−1.9%ReducedHistory
Schwab International Equity ETF808524805ETF804,365$31.7M1.3%+16,725+2.1%Added–
Schwab Emerging Markets Equity ETF808524706ETF940,293$30.9M1.3%+23,399+2.6%Added–
CRMSalesforce, Inc.Stock112,194$27.4M1.1%+1,728+1.6%AddedHistory
STZConstellation Brands, Inc.Stock116,913$27.3M1.1%+789+0.7%AddedHistory
ISRGIntuitive Surgical IncCOM NEW29,398$27.0M1.1%+141+0.5%AddedHistory
CVSCVS Health CorpStock321,724$26.8M1.1%+2,896+0.9%AddedHistory
MDTMedtronic plcStock216,210$26.8M1.1%+70.0%AddedHistory
COSTCostco Wholesale CorpStock67,284$26.6M1.1%+482+0.7%AddedHistory
LLYEli Lilly & CoStock113,098$26.0M1.1%−509−0.4%ReducedHistory
MRKMerck & Co., Inc.Stock333,742$26.0M1.1%+3,215+1.0%AddedHistory
VMCVulcan Materials COCOM146,083$25.4M1.1%+883+0.6%AddedHistory
MMM3M CoStock126,545$25.1M1.0%−256−0.2%ReducedHistory
ADBEAdobe Inc.Stock42,532$24.9M1.0%−2,847−6.3%ReducedHistory
NKENIKE, Inc.Stock159,256$24.6M1.0%−3,275−2.0%ReducedHistory
PLDPrologis, Inc.REIT205,579$24.6M1.0%+439+0.2%AddedHistory
HDHome Depot, Inc.Stock76,934$24.5M1.0%−42−0.1%ReducedHistory
SBUXStarbucks CorpStock215,538$24.1M1.0%+2,396+1.1%AddedHistory
BAMBrookfield Asset Management Ltd.CL A LTD VT SH458,625$23.4M1.0%+2,226+0.5%AddedHistory
AXPAmerican Express CoStock138,838$22.9M0.9%−620−0.4%ReducedHistory
SYKStryker CorpStock83,120$21.6M0.9%+332+0.4%AddedHistory
MDLZMondelez International, Inc.Stock345,627$21.6M0.9%+6,901+2.0%AddedHistory
FISFidelity National Information Services, Inc.Stock147,618$20.9M0.9%+2,406+1.7%AddedHistory
ARK Innovation ETF00214Q104ETF159,157$20.8M0.9%+3,849+2.5%Added–
Invesco QQQ Trust Series I46090E103ETF57,491$20.4M0.8%+839+1.5%Added–
FTVFortive CorpStock289,148$20.2M0.8%−7,007−2.4%ReducedHistory
BEPCBrookfield Renewable CorpCL A SUB VTG475,936$20.0M0.8%+4,658+1.0%AddedHistory
DDDuPont de Nemours, Inc.COM246,271$19.1M0.8%+3,329+1.4%AddedHistory
CBChubb LtdStock112,586$17.9M0.7%+1,997+1.8%AddedHistory
PLTRPalantir Technologies Inc.Stock677,164$17.9M0.7%+677,164NewHistory
YUMYum Brands IncStock149,194$17.2M0.7%−511−0.3%ReducedHistory
XIFRXPLR Infrastructure, LPCOM UNIT PART IN222,283$17.0M0.7%+222,283NewHistory
PFEPfizer IncStock427,544$16.7M0.7%+13,984+3.4%AddedHistory
ETNEaton Corp plcStock110,580$16.4M0.7%+110,580NewHistory
ITWIllinois Tool Works IncStock71,173$15.9M0.7%−1,459−2.0%ReducedHistory
ABTAbbott LaboratoriesStock135,972$15.8M0.7%−3,982−2.8%ReducedHistory
DHRDanaher CorpStock57,256$15.4M0.6%+615+1.1%AddedHistory
SPYSPDR S&P 500 ETF TrustETF29,756$12.7M0.5%−32−0.1%ReducedHistory
YUMCYum China Holdings, Inc.COM191,690$12.7M0.5%−683−0.4%ReducedHistory
NSCNorfolk Southern CorpStock35,974$9.55M0.4%−278−0.8%ReducedHistory
AMPAmeriprise Financial IncCOM35,131$8.74M0.4%00.0%UnchangedHistory
KSUKansas City SouthernCOM NEW28,747$8.15M0.3%00.0%UnchangedHistory
PGProcter & Gamble CoStock55,929$7.55M0.3%+130+0.2%AddedHistory
GSKGSK plcSPONSORED ADR171,047$6.81M0.3%−9,570−5.3%ReducedHistory
TJXTJX Companies IncStock86,069$5.80M0.2%00.0%UnchangedHistory
Royal Dutch Shell PLC780259206SPONS ADR A142,702$5.76M0.2%−10,304−6.7%Reduced–
Schwab U.S. Large-Cap ETF808524201ETF43,995$4.57M0.2%−326−0.7%Reduced–
BACBank of America CorpStock108,093$4.46M0.2%−526−0.5%ReducedHistory
BRK.ABerkshire Hathaway IncCL A10$4.19M0.2%00.0%UnchangedHistory
LMTLockheed Martin CorpStock10,501$3.97M0.2%−191−1.8%ReducedHistory
GLGlobe Life Inc.COM39,713$3.78M0.2%+28+0.1%AddedHistory
FDXFedEx CorpStock11,362$3.39M0.1%−176−1.5%ReducedHistory
BMYBristol Myers Squibb CoStock49,617$3.32M0.1%−180−0.4%ReducedHistory
ALLAllstate CorpStock25,158$3.28M0.1%−725−2.8%ReducedHistory
VVisa Inc.Stock13,968$3.27M0.1%+3,343+31.5%AddedHistory
MAMastercard IncStock8,671$3.17M0.1%+9+0.1%AddedHistory
XOMExxonMobil Holdings CorpCOM47,834$3.02M0.1%−2,792−5.5%ReducedHistory
BNYBank of New York Mellon CorpStock54,209$2.78M0.1%−1,450−2.6%ReducedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF16,539$2.44M0.1%−71−0.4%Reduced–
IBMInternational Business Machines CorpStock14,172$2.08M0.1%00.0%UnchangedHistory
DLRDigital Realty Trust, Inc.COM13,300$2.00M0.1%00.0%UnchangedHistory
QCOMQualcomm IncStock12,975$1.85M0.1%+6,705+106.9%AddedHistory
ABBVAbbVie Inc.Stock14,789$1.67M0.1%−565−3.7%ReducedHistory
CSCOCisco Systems, Inc.Stock30,515$1.62M0.1%00.0%UnchangedHistory
ICEIntercontinental Exchange, Inc.Stock13,289$1.58M0.1%00.0%UnchangedHistory
SPDR Index Shs FDS78463X848ST STR ACWI ETF49,739$1.50M0.1%−60−0.1%Reduced–
CVXChevron CorpStock14,174$1.49M0.1%−682−4.6%ReducedHistory
PMPhilip Morris International Inc.Stock14,561$1.44M0.1%−4,017−21.6%ReducedHistory
MCDMcDonalds CorpStock6,024$1.39M0.1%−163−2.6%ReducedHistory
XLNXXilinx IncCOM9,046$1.31M0.1%00.0%UnchangedHistory
VanEck Semiconductor ETF92189F676ETF4,778$1.25M0.1%−21−0.4%Reduced–
Invesco Exchange Traded FD T46137V621FINL PFD ETF64,850$1.25M0.1%−1,200−1.8%Reduced–
MOAltria Group, Inc.Stock24,924$1.19M<0.1%−7,425−23.0%ReducedHistory
SIVBSVB Financial GroupCOM2,100$1.17M<0.1%00.0%UnchangedHistory
INTCIntel CorpStock20,369$1.14M<0.1%+400+2.0%AddedHistory

Options (1)

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 Q2 2021
SecurityClassPutsCalls
AAPLApple Inc.Stock–$4.00K

Sold out since Q1 2021 (4)

Positions held at the end of Q1 2021 that are gone from this filing.

Positions of Klingenstein Fields & Co LP sold out since Q1 2021
SecurityClassShares in Q1 2021Value in Q1 2021% of portfolio in Q1 2021History
Varian Med Sys Inc92220P105COM5,969$1.05M<0.1%–
HFCHollyFrontier CorpCOM6,000$215.0K<0.1%History
CCMPCMC Materials, Inc.COM1,200$212.0K<0.1%History
VODVodafone Group Public Ltd CoADR10,152$187.0K<0.1%History