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Klingenstein Fields & Co LP

SEC CIK
0000859872
Latest filing
Aug 5, 2026

Holdings in Q1 2022

Holdings as of Mar 31, 2022, filed Apr 27, 2022. Long positions only; changes compare share counts with Q4 2021.

Institution overview
Positions
189
−4 vs. Q4 2021
Portfolio value
$2.33B
−$153.6M (−6.2%) vs. Q4 2021
Filed
Apr 27, 2022
SEC
Holdings of Klingenstein Fields & Co LP in Q1 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
DISWalt Disney CoStock685,155$94.0M4.0%−7,831−1.1%ReducedHistory
BRK.BBerkshire Hathaway IncStock246,520$87.0M3.7%−5,137−2.0%ReducedHistory
PEPPepsiCo IncStock517,004$86.5M3.7%−4,532−0.9%ReducedHistory
UNPUnion Pacific CorpStock302,942$82.8M3.5%−4,405−1.4%ReducedHistory
MSFTMicrosoft CorpStock258,859$79.8M3.4%−583−0.2%ReducedHistory
AAPLApple Inc.Stock418,285$73.0M3.1%−1,378−0.3%ReducedHistory
GOOGLAlphabet Inc.Stock24,945$69.4M3.0%+61+0.2%AddedHistory
AMZNAmazon Com IncStock20,142$65.7M2.8%+248+1.2%AddedHistory
PANWPalo Alto Networks IncStock101,738$63.3M2.7%−2,456−2.4%ReducedHistory
AVGOBroadcom Inc.Stock90,129$56.8M2.4%−1,521−1.7%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock86,315$51.0M2.2%−180−0.2%ReducedHistory
JNJJohnson & JohnsonStock280,213$49.7M2.1%−3,126−1.1%ReducedHistory
CMCSAComcast CorpStock1,047,382$49.0M2.1%−24,187−2.3%ReducedHistory
AMTAmerican Tower CorpREIT155,185$39.0M1.7%+345+0.2%AddedHistory
RTXRTX CorpStock378,758$37.5M1.6%−4,470−1.2%ReducedHistory
COSTCostco Wholesale CorpStock64,376$37.1M1.6%−2,106−3.2%ReducedHistory
HONHoneywell International IncCOM187,001$36.4M1.6%−2,888−1.5%ReducedHistory
PYPLPayPal Holdings, Inc.Stock313,396$36.2M1.6%+2,652+0.9%AddedHistory
UPSUnited Parcel Service IncStock165,213$35.4M1.5%−1,107−0.7%ReducedHistory
NXPINXP Semiconductors N.V.COM187,789$34.8M1.5%+182+0.1%AddedHistory
Schwab U.S. Small-Cap ETF808524607ETF720,586$34.1M1.5%+14,252+2.0%AddedConverted for a 2-for-1 split–
GOOGAlphabet Inc.Stock12,196$34.1M1.5%−437−3.5%ReducedHistory
Schwab International Equity ETF808524805ETF850,858$31.2M1.3%+18,234+2.2%Added–
PLDPrologis, Inc.REIT193,445$31.2M1.3%−5,253−2.6%ReducedHistory
GSGoldman Sachs Group IncStock94,501$31.2M1.3%−360.0%ReducedHistory
METAMeta Platforms, Inc.Stock139,959$31.1M1.3%−1,063−0.8%ReducedHistory
LLYEli Lilly & CoStock104,834$30.0M1.3%−1,367−1.3%ReducedHistory
CVSCVS Health CorpStock296,292$30.0M1.3%−2,435−0.8%ReducedHistory
CLColgate Palmolive CoStock393,874$29.9M1.3%−5,582−1.4%ReducedHistory
JPMJPMorgan Chase & CoStock214,284$29.2M1.3%−290−0.1%ReducedHistory
Schwab Emerging Markets Equity ETF808524706ETF1,011,563$28.1M1.2%+30,488+3.1%Added–
ISRGIntuitive Surgical IncCOM NEW90,573$27.3M1.2%+2,700+3.1%AddedHistory
VMCVulcan Materials COCOM148,471$27.3M1.2%+758+0.5%AddedHistory
STZConstellation Brands, Inc.Stock117,981$27.2M1.2%+746+0.6%AddedHistory
MRKMerck & Co., Inc.Stock330,998$27.2M1.2%+2,342+0.7%AddedHistory
BAMBrookfield Asset Management Ltd.CL A LTD VT SH450,207$25.5M1.1%+912+0.2%AddedHistory
AXPAmerican Express CoStock130,543$24.4M1.0%−1,590−1.2%ReducedHistory
CBChubb LtdStock113,344$24.2M1.0%+878+0.8%AddedHistory
CRMSalesforce, Inc.Stock113,590$24.1M1.0%+1,749+1.6%AddedHistory
MDTMedtronic plcStock205,751$22.8M1.0%+1,009+0.5%AddedHistory
SYKStryker CorpStock83,443$22.3M1.0%+1,096+1.3%AddedHistory
HDHome Depot, Inc.Stock74,056$22.2M0.9%−1,778−2.3%ReducedHistory
BEPCBrookfield Renewable CorpCL A SUB VTG504,431$22.1M0.9%+33,138+7.0%AddedHistory
NKENIKE, Inc.Stock160,052$21.5M0.9%+2,235+1.4%AddedHistory
Invesco QQQ Trust Series I46090E103ETF58,407$21.2M0.9%+938+1.6%Added–
MDLZMondelez International, Inc.Stock333,726$21.0M0.9%−593−0.2%ReducedHistory
SBUXStarbucks CorpStock216,005$19.6M0.8%+3,139+1.5%AddedHistory
ADBEAdobe Inc.Stock42,401$19.3M0.8%+586+1.4%AddedHistory
XIFRXPLR Infrastructure, LPCOM UNIT PART IN228,120$19.0M0.8%+2,653+1.2%AddedHistory
DDDuPont de Nemours, Inc.COM251,805$18.5M0.8%+4,938+2.0%AddedHistory
MMM3M CoStock123,512$18.4M0.8%−1,294−1.0%ReducedHistory
FTVFortive CorpStock295,745$18.0M0.8%+2,078+0.7%AddedHistory
ETNEaton Corp plcStock109,310$16.6M0.7%+358+0.3%AddedHistory
YUMYum Brands IncStock139,551$16.5M0.7%−5,683−3.9%ReducedHistory
DHRDanaher CorpStock55,339$16.2M0.7%−98−0.2%ReducedHistory
PFEPfizer IncStock311,490$16.1M0.7%−3,926−1.2%ReducedHistory
ABTAbbott LaboratoriesStock131,749$15.6M0.7%+338+0.3%AddedHistory
FISFidelity National Information Services, Inc.Stock152,630$15.3M0.7%+25,477+20.0%AddedHistory
NFLXNetflix IncStock38,796$14.5M0.6%+37,582+3,095.7%AddedHistory
ITWIllinois Tool Works IncStock65,622$13.7M0.6%−3,282−4.8%ReducedHistory
VVisa Inc.Stock57,850$12.8M0.5%+4,132+7.7%AddedHistory
MAMastercard IncStock35,729$12.8M0.5%+869+2.5%AddedHistory
PLTRPalantir Technologies Inc.Stock895,799$12.3M0.5%+217,710+32.1%AddedHistory
ARK Innovation ETF00214Q104ETF174,320$11.6M0.5%+21,116+13.8%Added–
SPYSPDR S&P 500 ETF TrustETF24,032$10.9M0.5%−14,119−37.0%ReducedHistory
AMPAmeriprise Financial IncCOM35,131$10.6M0.5%00.0%UnchangedHistory
COINCoinbase Global, Inc.COM CL A53,596$10.2M0.4%+53,596NewHistory
NSCNorfolk Southern CorpStock35,492$10.1M0.4%−30−0.1%ReducedHistory
SNOWSnowflake Inc.Stock38,590$8.84M0.4%+6,494+20.2%AddedHistory
PGProcter & Gamble CoStock53,989$8.25M0.4%−850−1.5%ReducedHistory
SHELShell plcADR132,287$7.27M0.3%+132,287NewHistory
GSKGSK plcSPONSORED ADR164,818$7.18M0.3%−555−0.3%ReducedHistory
iShares Tr464288414NATIONAL MUN ETF52,396$5.75M0.2%00.0%Unchanged–
BRK.ABerkshire Hathaway IncCL A10$5.29M0.2%00.0%UnchangedHistory
Schwab U.S. Large-Cap ETF808524201ETF92,808$5.00M0.2%+4,494+5.1%AddedConverted for a 2-for-1 split–
BACBank of America CorpStock113,041$4.66M0.2%+3,254+3.0%AddedHistory
TJXTJX Companies IncStock74,260$4.50M0.2%−11,055−13.0%ReducedHistory
GLGlobe Life Inc.COM39,713$4.00M0.2%00.0%UnchangedHistory
LMTLockheed Martin CorpStock8,989$3.97M0.2%−283−3.1%ReducedHistory
ALLAllstate CorpStock22,615$3.13M0.1%−195−0.9%ReducedHistory
BMYBristol Myers Squibb CoStock38,776$2.83M0.1%−1,779−4.4%ReducedHistory
ABBVAbbVie Inc.Stock14,678$2.38M0.1%00.0%UnchangedHistory
FDXFedEx CorpStock10,058$2.33M0.1%−545−5.1%ReducedHistory
PIMCO ETF Tr72201R874SHTRM MUN BD ACT38,924$1.95M0.1%00.0%Unchanged–
CPCanadian Pacific Kansas City LtdCOM23,437$1.93M0.1%−2,386−9.2%ReducedHistory
DLRDigital Realty Trust, Inc.COM13,300$1.89M0.1%00.0%UnchangedHistory
PIMCO ETF Tr72201R866INTER MUN BD ACT35,324$1.87M0.1%00.0%Unchanged–
ICEIntercontinental Exchange, Inc.Stock14,014$1.85M0.1%00.0%UnchangedHistory
XOMExxonMobil Holdings CorpCOM22,092$1.82M0.1%−3,911−15.0%ReducedHistory
BNYBank of New York Mellon CorpStock36,246$1.80M0.1%−2,381−6.2%ReducedHistory
IBMInternational Business Machines CorpStock12,814$1.67M0.1%−450−3.4%ReducedHistory
AMDAdvanced Micro Devices IncStock14,641$1.60M0.1%+14,641NewHistory
MCDMcDonalds CorpStock5,337$1.32M0.1%−518−8.8%ReducedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF8,115$1.29M0.1%−336−4.0%Reduced–
VanEck Semiconductor ETF92189F676ETF4,778$1.29M0.1%00.0%Unchanged–
CSCOCisco Systems, Inc.Stock22,239$1.24M0.1%−218−1.0%ReducedHistory
SIVBSVB Financial GroupCOM2,100$1.18M0.1%00.0%UnchangedHistory
PMPhilip Morris International Inc.Stock12,128$1.14M<0.1%−2,865−19.1%ReducedHistory
ADPAutomatic Data Processing IncStock4,852$1.10M<0.1%00.0%UnchangedHistory
ESSEssex Property Trust, Inc.COM3,191$1.10M<0.1%00.0%UnchangedHistory

Sold out since Q4 2021 (9)

Positions held at the end of Q4 2021 that are gone from this filing.

Positions of Klingenstein Fields & Co LP sold out since Q4 2021
SecurityClassShares in Q4 2021Value in Q4 2021% of portfolio in Q4 2021History
YUMCYum China Holdings, Inc.COM182,342$9.09M0.4%History
Royal Dutch Shell PLC780259206SPONS ADR A132,287$5.74M0.2%–
XLNXXilinx IncCOM8,372$1.77M0.1%History
ZTSZoetis Inc.Stock975$238.0K<0.1%History
EXCExelon CorpStock3,844$222.0K<0.1%History
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF1,630$216.0K<0.1%–
Invesco Exchange Traded FD T46137V142WATER RES ETF3,500$213.0K<0.1%–
iShares Core U.S. Aggregate Bond ETF464287226ETF1,794$205.0K<0.1%–
TFCTruist Financial CorpCOM3,425$201.0K<0.1%History