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Klingenstein Fields & Co LP

SEC CIK
0000859872
Latest filing
Aug 5, 2026

Holdings in Q3 2021

Holdings as of Sep 30, 2021, filed Oct 26, 2021. Long positions only; changes compare share counts with Q2 2021.

Institution overview
Positions
197
0 vs. Q2 2021
Portfolio value
$2.34B
−$72.6M (−3.0%) vs. Q2 2021
Filed
Oct 26, 2021
SEC
Holdings of Klingenstein Fields & Co LP in Q3 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
DISWalt Disney CoStock708,393$119.8M5.1%−7,066−1.0%ReducedHistory
PYPLPayPal Holdings, Inc.Stock320,532$83.4M3.6%−4,687−1.4%ReducedHistory
PEPPepsiCo IncStock531,240$79.9M3.4%−6,339−1.2%ReducedHistory
MSFTMicrosoft CorpStock262,973$74.1M3.2%−2,295−0.9%ReducedHistory
BRK.BBerkshire Hathaway IncStock260,761$71.2M3.0%−4,994−1.9%ReducedHistory
GOOGLAlphabet Inc.Stock25,352$67.8M2.9%−155−0.6%ReducedHistory
AMZNAmazon Com IncStock20,157$66.2M2.8%+27+0.1%AddedHistory
UNPUnion Pacific CorpStock316,752$62.1M2.6%−3,832−1.2%ReducedHistory
CMCSAComcast CorpStock1,095,708$61.3M2.6%−18,470−1.7%ReducedHistory
AAPLApple Inc.Stock424,481$60.1M2.6%−900−0.2%ReducedHistory
PANWPalo Alto Networks IncStock106,730$51.1M2.2%−1,483−1.4%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock87,788$50.2M2.1%−954−1.1%ReducedHistory
METAMeta Platforms, Inc.Stock142,528$48.4M2.1%−1,635−1.1%ReducedHistory
JNJJohnson & JohnsonStock295,800$47.8M2.0%−7,324−2.4%ReducedHistory
AVGOBroadcom Inc.Stock93,671$45.4M1.9%−1,307−1.4%ReducedHistory
AMTAmerican Tower CorpREIT155,931$41.4M1.8%−1,325−0.8%ReducedHistory
HONHoneywell International IncCOM190,677$40.5M1.7%−1,992−1.0%ReducedHistory
NXPINXP Semiconductors N.V.COM190,341$37.3M1.6%−1,068−0.6%ReducedHistory
GSGoldman Sachs Group IncStock95,663$36.2M1.5%−2,609−2.7%ReducedHistory
GOOGAlphabet Inc.Stock13,496$36.0M1.5%−662−4.7%ReducedHistory
JPMJPMorgan Chase & CoStock218,815$35.8M1.5%−2,946−1.3%ReducedHistory
Schwab U.S. Small-Cap ETF808524607ETF347,308$34.8M1.5%+775+0.2%Added–
RTXRTX CorpStock387,192$33.3M1.4%−8,194−2.1%ReducedHistory
Schwab International Equity ETF808524805ETF809,913$31.3M1.3%+5,548+0.7%Added–
UPSUnited Parcel Service IncStock168,473$30.7M1.3%−1,145−0.7%ReducedHistory
CRMSalesforce, Inc.Stock112,313$30.5M1.3%+119+0.1%AddedHistory
CLColgate Palmolive CoStock400,941$30.3M1.3%−6,811−1.7%ReducedHistory
COSTCostco Wholesale CorpStock67,001$30.1M1.3%−283−0.4%ReducedHistory
ISRGIntuitive Surgical IncCOM NEW29,286$29.1M1.2%−112−0.4%ReducedHistory
Schwab Emerging Markets Equity ETF808524706ETF954,162$29.1M1.2%+13,869+1.5%Added–
CVSCVS Health CorpStock314,995$26.7M1.1%−6,729−2.1%ReducedHistory
MDTMedtronic plcStock208,110$26.1M1.1%−8,100−3.7%ReducedHistory
LLYEli Lilly & CoStock111,111$25.7M1.1%−1,987−1.8%ReducedHistory
PLDPrologis, Inc.REIT202,750$25.4M1.1%−2,829−1.4%ReducedHistory
HDHome Depot, Inc.Stock76,660$25.2M1.1%−274−0.4%ReducedHistory
MRKMerck & Co., Inc.Stock334,322$25.1M1.1%+580+0.2%AddedHistory
VMCVulcan Materials COCOM146,466$24.8M1.1%+383+0.3%AddedHistory
STZConstellation Brands, Inc.Stock117,062$24.7M1.1%+149+0.1%AddedHistory
ADBEAdobe Inc.Stock42,390$24.4M1.0%−142−0.3%ReducedHistory
BAMBrookfield Asset Management Ltd.CL A LTD VT SH452,094$24.2M1.0%−6,531−1.4%ReducedHistory
SBUXStarbucks CorpStock212,750$23.5M1.0%−2,788−1.3%ReducedHistory
AXPAmerican Express CoStock137,369$23.0M1.0%−1,469−1.1%ReducedHistory
NKENIKE, Inc.Stock158,436$23.0M1.0%−820−0.5%ReducedHistory
MMM3M CoStock126,490$22.2M0.9%−550.0%ReducedHistory
SYKStryker CorpStock82,065$21.6M0.9%−1,055−1.3%ReducedHistory
FTVFortive CorpStock291,580$20.6M0.9%+2,432+0.8%AddedHistory
Invesco QQQ Trust Series I46090E103ETF56,702$20.3M0.9%−789−1.4%Reduced–
MDLZMondelez International, Inc.Stock345,372$20.1M0.9%−255−0.1%ReducedHistory
PLTRPalantir Technologies Inc.Stock811,891$19.5M0.8%+134,727+19.9%AddedHistory
CBChubb LtdStock112,285$19.5M0.8%−301−0.3%ReducedHistory
BEPCBrookfield Renewable CorpCL A SUB VTG476,202$18.5M0.8%+266+0.1%AddedHistory
YUMYum Brands IncStock148,255$18.1M0.8%−939−0.6%ReducedHistory
FISFidelity National Information Services, Inc.Stock146,839$17.9M0.8%−779−0.5%ReducedHistory
ARK Innovation ETF00214Q104ETF160,344$17.7M0.8%+1,187+0.7%Added–
DHRDanaher CorpStock56,572$17.2M0.7%−684−1.2%ReducedHistory
XIFRXPLR Infrastructure, LPCOM UNIT PART IN223,517$16.8M0.7%+1,234+0.6%AddedHistory
DDDuPont de Nemours, Inc.COM244,560$16.6M0.7%−1,711−0.7%ReducedHistory
ETNEaton Corp plcStock109,819$16.4M0.7%−761−0.7%ReducedHistory
ABTAbbott LaboratoriesStock133,001$15.7M0.7%−2,971−2.2%ReducedHistory
ITWIllinois Tool Works IncStock69,669$14.4M0.6%−1,504−2.1%ReducedHistory
PFEPfizer IncStock316,144$13.6M0.6%−111,400−26.1%ReducedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF81,382$12.2M0.5%+64,843+392.1%Added–
YUMCYum China Holdings, Inc.COM190,583$11.1M0.5%−1,107−0.6%ReducedHistory
SPYSPDR S&P 500 ETF TrustETF24,796$10.6M0.5%−4,960−16.7%ReducedHistory
AMPAmeriprise Financial IncCOM35,131$9.28M0.4%00.0%UnchangedHistory
NSCNorfolk Southern CorpStock35,934$8.60M0.4%−40−0.1%ReducedHistory
PGProcter & Gamble CoStock56,835$7.95M0.3%+906+1.6%AddedHistory
KSUKansas City SouthernCOM NEW28,747$7.78M0.3%00.0%UnchangedHistory
GSKGSK plcSPONSORED ADR167,572$6.40M0.3%−3,475−2.0%ReducedHistory
Royal Dutch Shell PLC780259206SPONS ADR A135,250$6.03M0.3%−7,452−5.2%Reduced–
TJXTJX Companies IncStock87,352$5.76M0.2%+1,283+1.5%AddedHistory
BACBank of America CorpStock111,035$4.71M0.2%+2,942+2.7%AddedHistory
Schwab U.S. Large-Cap ETF808524201ETF43,862$4.56M0.2%−133−0.3%Reduced–
BRK.ABerkshire Hathaway IncCL A10$4.11M0.2%00.0%UnchangedHistory
GLGlobe Life Inc.COM39,713$3.54M0.2%00.0%UnchangedHistory
LMTLockheed Martin CorpStock10,112$3.49M0.1%−389−3.7%ReducedHistory
VVisa Inc.Stock15,072$3.36M0.1%+1,104+7.9%AddedHistory
LHLabcorp Holdings Inc.COM NEW11,364$3.20M0.1%−147,650−92.9%ReducedHistory
iShares Tr464288414NATIONAL MUN ETF26,645$3.10M0.1%+26,645New–
BMYBristol Myers Squibb CoStock51,104$3.02M0.1%+1,487+3.0%AddedHistory
ALLAllstate CorpStock23,468$2.99M0.1%−1,690−6.7%ReducedHistory
MAMastercard IncStock8,570$2.98M0.1%−101−1.2%ReducedHistory
BNYBank of New York Mellon CorpStock50,652$2.63M0.1%−3,557−6.6%ReducedHistory
XOMExxonMobil Holdings CorpCOM43,008$2.53M0.1%−4,826−10.1%ReducedHistory
FDXFedEx CorpStock11,165$2.45M0.1%−197−1.7%ReducedHistory
IBMInternational Business Machines CorpStock14,264$1.98M0.1%+92+0.6%AddedHistory
DLRDigital Realty Trust, Inc.COM13,300$1.92M0.1%00.0%UnchangedHistory
CSCOCisco Systems, Inc.Stock30,344$1.65M0.1%−171−0.6%ReducedHistory
MCDMcDonalds CorpStock6,827$1.65M0.1%+803+13.3%AddedHistory
ICEIntercontinental Exchange, Inc.Stock14,110$1.62M0.1%+821+6.2%AddedHistory
QCOMQualcomm IncStock12,365$1.59M0.1%−610−4.7%ReducedHistory
ABBVAbbVie Inc.Stock14,393$1.55M0.1%−396−2.7%ReducedHistory
PMPhilip Morris International Inc.Stock14,796$1.40M0.1%+235+1.6%AddedHistory
XLNXXilinx IncCOM9,046$1.37M0.1%00.0%UnchangedHistory
SIVBSVB Financial GroupCOM2,100$1.36M0.1%00.0%UnchangedHistory
VanEck Semiconductor ETF92189F676ETF4,778$1.22M0.1%00.0%Unchanged–
PIMCO ETF Tr72201R874SHTRM MUN BD ACT23,315$1.20M0.1%+23,315New–
PIMCO ETF Tr72201R866INTER MUN BD ACT21,115$1.19M0.1%+21,115New–
MOAltria Group, Inc.Stock25,243$1.15M<0.1%+319+1.3%AddedHistory
Invesco Exchange Traded FD T46137V621FINL PFD ETF58,950$1.12M<0.1%−5,900−9.1%Reduced–

Options (2)

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 Q3 2021
SecurityClassPutsCalls
AAPLApple Inc.Stock$3.00K–
Invesco QQQ Trust Series I46090E103ETF$2.00K–

Sold out since Q2 2021 (10)

Positions held at the end of Q2 2021 that are gone from this filing.

Positions of Klingenstein Fields & Co LP sold out since Q2 2021
SecurityClassShares in Q2 2021Value in Q2 2021% of portfolio in Q2 2021History
BDXBecton Dickinson & CoStock2,547$619.0K<0.1%History
J P Morgan Exchange-Traded F46641Q407JPMORGAN DIVER5,410$523.0K<0.1%–
State Street Financial Select Sector SPDR ETF81369Y605ETF7,700$283.0K<0.1%–
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375ETF7,559$277.0K<0.1%–
ZMZoom Communications, Inc.Stock616$239.0K<0.1%History
Vanguard Ftse Developed Markets ETF921943858ETF4,431$228.0K<0.1%–
EPDEnterprise Products Partners L.P.Stock8,918$215.0K<0.1%History
BXBlackstone Inc.COM2,088$203.0K<0.1%History
AVAVAeroVironment IncCOM2,000$200.0K<0.1%History
GEGeneral Electric CoCOM12,342$166.0K<0.1%History