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Klingenstein Fields & Co LP

SEC CIK
0000859872
Latest filing
Aug 5, 2026

Holdings in Q3 2022

Holdings as of Sep 30, 2022, filed Oct 28, 2022. Long positions only; changes compare share counts with Q2 2022.

Institution overview
Positions
172
0 vs. Q2 2022
Portfolio value
$1.82B
−$104.5M (−5.4%) vs. Q2 2022
Filed
Oct 28, 2022
SEC
Holdings of Klingenstein Fields & Co LP in Q3 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
PEPPepsiCo IncStock502,103$82.0M4.5%−2,793−0.6%ReducedHistory
DISWalt Disney CoStock674,249$63.6M3.5%+1960.0%AddedHistory
BRK.BBerkshire Hathaway IncStock235,514$62.9M3.5%+263+0.1%AddedHistory
MSFTMicrosoft CorpStock255,213$59.4M3.3%−170.0%ReducedHistory
UNPUnion Pacific CorpStock296,271$57.7M3.2%−1,592−0.5%ReducedHistory
AAPLApple Inc.Stock415,621$57.4M3.2%−1,522−0.4%ReducedHistory
PANWPalo Alto Networks IncStock299,984$49.1M2.7%−4,837−1.6%ReducedConverted for a 3-for-1 splitHistory
GOOGLAlphabet Inc.Stock494,990$47.3M2.6%00.0%UnchangedConverted for a 20-for-1 splitHistory
AMZNAmazon Com IncStock410,187$46.4M2.5%+5,437+1.3%AddedHistory
JNJJohnson & JohnsonStock281,093$45.9M2.5%+2,253+0.8%AddedHistory
TMOThermo Fisher Scientific Inc.Stock85,979$43.6M2.4%−919−1.1%ReducedHistory
AVGOBroadcom Inc.Stock89,516$39.7M2.2%−543−0.6%ReducedHistory
AMTAmerican Tower CorpREIT155,380$33.4M1.8%+108+0.1%AddedHistory
LLYEli Lilly & CoStock101,345$32.8M1.8%−2,500−2.4%ReducedHistory
RTXRTX CorpStock375,651$30.8M1.7%−1,764−0.5%ReducedHistory
HONHoneywell International IncCOM182,805$30.5M1.7%−1,542−0.8%ReducedHistory
COSTCostco Wholesale CorpStock63,824$30.1M1.7%−329−0.5%ReducedHistory
CMCSAComcast CorpStock991,427$29.1M1.6%−30,947−3.0%ReducedHistory
MRKMerck & Co., Inc.Stock331,254$28.5M1.6%+222+0.1%AddedHistory
CVSCVS Health CorpStock292,373$27.9M1.5%−2,805−1.0%ReducedHistory
NXPINXP Semiconductors N.V.COM188,094$27.7M1.5%−1,445−0.8%ReducedHistory
Schwab U.S. Small-Cap ETF808524607ETF727,491$27.5M1.5%+8,918+1.2%Added–
GSGoldman Sachs Group IncStock93,790$27.5M1.5%−508−0.5%ReducedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF230,730$27.4M1.5%+222,623+2,746.1%Added–
PYPLPayPal Holdings, Inc.Stock318,233$27.4M1.5%+3,350+1.1%AddedHistory
STZConstellation Brands, Inc.Stock117,187$26.9M1.5%−529−0.4%ReducedHistory
UPSUnited Parcel Service IncStock164,415$26.6M1.5%−716−0.4%ReducedHistory
CLColgate Palmolive CoStock376,514$26.4M1.5%−3,250−0.9%ReducedHistory
Schwab International Equity ETF808524805ETF867,207$24.4M1.3%+17,548+2.1%Added–
JPMJPMorgan Chase & CoStock226,805$23.7M1.3%+10,849+5.0%AddedHistory
VMCVulcan Materials COCOM148,453$23.4M1.3%+670.0%AddedHistory
Schwab Emerging Markets Equity ETF808524706ETF1,036,625$23.2M1.3%+21,972+2.2%Added–
GOOGAlphabet Inc.Stock237,913$22.9M1.3%−1,367−0.6%ReducedConverted for a 20-for-1 splitHistory
CBChubb LtdStock112,544$20.5M1.1%−345−0.3%ReducedHistory
HDHome Depot, Inc.Stock73,287$20.2M1.1%−112−0.2%ReducedHistory
PLDPrologis, Inc.REIT191,704$19.5M1.1%−1,186−0.6%ReducedHistory
METAMeta Platforms, Inc.Stock139,971$19.0M1.0%+633+0.5%AddedHistory
MDLZMondelez International, Inc.Stock343,317$18.8M1.0%+4,366+1.3%AddedHistory
BAMBrookfield Asset Management Ltd.CL A LTD VT SH449,564$18.4M1.0%−1,608−0.4%ReducedHistory
SBUXStarbucks CorpStock217,398$18.3M1.0%+2,134+1.0%AddedHistory
ISRGIntuitive Surgical IncCOM NEW95,116$17.8M1.0%+1,259+1.3%AddedHistory
FTVFortive CorpStock294,808$17.2M0.9%+1180.0%AddedHistory
SYKStryker CorpStock84,726$17.2M0.9%+634+0.8%AddedHistory
XIFRXPLR Infrastructure, LPCOM UNIT PART IN235,591$17.0M0.9%−1,164−0.5%ReducedHistory
BEPCBrookfield Renewable CorpCL A SUB VTG516,264$16.9M0.9%−1,237−0.2%ReducedHistory
AXPAmerican Express CoStock122,935$16.6M0.9%−320−0.3%ReducedHistory
MDTMedtronic plcStock204,801$16.5M0.9%−567−0.3%ReducedHistory
Invesco QQQ Trust Series I46090E103ETF59,120$15.8M0.9%+707+1.2%Added–
ETNEaton Corp plcStock110,791$14.8M0.8%−617−0.6%ReducedHistory
PFEPfizer IncStock334,841$14.7M0.8%+21,446+6.8%AddedHistory
YUMYum Brands IncStock136,836$14.6M0.8%00.0%UnchangedHistory
DHRDanaher CorpStock55,304$14.3M0.8%−314−0.6%ReducedHistory
MMM3M CoStock124,012$13.7M0.8%+500+0.4%AddedHistory
NKENIKE, Inc.Stock163,376$13.6M0.7%+1,667+1.0%AddedHistory
ABTAbbott LaboratoriesStock132,399$12.8M0.7%+1,703+1.3%AddedHistory
DDDuPont de Nemours, Inc.COM251,222$12.7M0.7%+570+0.2%AddedHistory
FISFidelity National Information Services, Inc.Stock155,845$11.8M0.6%+2,295+1.5%AddedHistory
ITWIllinois Tool Works IncStock65,067$11.8M0.6%−427−0.7%ReducedHistory
VVisa Inc.Stock59,376$10.5M0.6%−666−1.1%ReducedHistory
MAMastercard IncStock37,016$10.5M0.6%−123−0.3%ReducedHistory
SNOWSnowflake Inc.Stock60,945$10.4M0.6%+18,693+44.2%AddedHistory
SPYSPDR S&P 500 ETF TrustETF26,714$9.54M0.5%+3,464+14.9%AddedHistory
NFLXNetflix IncStock40,323$9.49M0.5%+1,015+2.6%AddedHistory
ARK Innovation ETF00214Q104ETF249,415$9.41M0.5%+74,220+42.4%Added–
PLTRPalantir Technologies Inc.Stock951,480$7.74M0.4%+10,481+1.1%AddedHistory
AMPAmeriprise Financial IncCOM29,875$7.53M0.4%00.0%UnchangedHistory
NSCNorfolk Southern CorpStock34,206$7.17M0.4%00.0%UnchangedHistory
COINCoinbase Global, Inc.COM CL A105,898$6.83M0.4%+50,963+92.8%AddedHistory
PGProcter & Gamble CoStock52,266$6.60M0.4%+2,804+5.7%AddedHistory
SHELShell plcADR106,447$5.30M0.3%−15,092−12.4%ReducedHistory
TJXTJX Companies IncStock74,420$4.62M0.3%+350.0%AddedHistory
BRK.ABerkshire Hathaway IncCL A10$4.07M0.2%00.0%UnchangedHistory
Schwab U.S. Large-Cap ETF808524201ETF86,285$3.65M0.2%−7,787−8.3%Reduced–
GLGlobe Life Inc.COM35,606$3.55M0.2%00.0%UnchangedHistory
LMTLockheed Martin CorpStock8,635$3.34M0.2%−56−0.6%ReducedHistory
BACBank of America CorpStock110,338$3.33M0.2%−1,431−1.3%ReducedHistory
BMYBristol Myers Squibb CoStock39,729$2.82M0.2%+1,077+2.8%AddedHistory
ALLAllstate CorpStock22,315$2.78M0.2%−290−1.3%ReducedHistory
ABBVAbbVie Inc.Stock15,005$2.01M0.1%+401+2.7%AddedHistory
XOMExxonMobil Holdings CorpCOM20,719$1.81M0.1%+240+1.2%AddedHistory
KOCoca Cola CoStock28,018$1.57M0.1%+11,324+67.8%AddedHistory
CPCanadian Pacific Kansas City LtdCOM23,437$1.56M0.1%00.0%UnchangedHistory
FDXFedEx CorpStock10,311$1.53M0.1%+57+0.6%AddedHistory
IBMInternational Business Machines CorpStock12,824$1.52M0.1%+10+0.1%AddedHistory
BNYBank of New York Mellon CorpStock35,839$1.38M0.1%−407−1.1%ReducedHistory
ICEIntercontinental Exchange, Inc.Stock14,747$1.33M0.1%00.0%UnchangedHistory
MCDMcDonalds CorpStock5,764$1.33M0.1%+500+9.5%AddedHistory
DLRDigital Realty Trust, Inc.COM13,372$1.33M0.1%+72+0.5%AddedHistory
ADPAutomatic Data Processing IncStock4,852$1.10M0.1%00.0%UnchangedHistory
PMPhilip Morris International Inc.Stock12,139$1.01M0.1%+11+0.1%AddedHistory
AMDAdvanced Micro Devices IncStock14,428$914.0K0.1%−213−1.5%ReducedHistory
NEENextera Energy IncStock11,410$895.0K<0.1%−183−1.6%ReducedHistory
CSCOCisco Systems, Inc.Stock22,039$882.0K<0.1%−200−0.9%ReducedHistory
VanEck Semiconductor ETF92189F676ETF4,693$869.0K<0.1%00.0%Unchanged–
MOAltria Group, Inc.Stock20,456$826.0K<0.1%00.0%UnchangedHistory
SLBSLB LimitedStock22,819$819.0K<0.1%00.0%UnchangedHistory
LOWLowes Companies IncStock4,161$781.0K<0.1%00.0%UnchangedHistory
ESSEssex Property Trust, Inc.COM3,191$773.0K<0.1%00.0%UnchangedHistory
DDominion Energy, IncStock10,640$735.0K<0.1%−100−0.9%ReducedHistory
GILDGilead Sciences, Inc.Stock11,854$731.0K<0.1%00.0%UnchangedHistory

Sold out since Q2 2022 (7)

Positions held at the end of Q2 2022 that are gone from this filing.

Positions of Klingenstein Fields & Co LP sold out since Q2 2022
SecurityClassShares in Q2 2022Value in Q2 2022% of portfolio in Q2 2022History
GSKGSK plcSPONSORED ADR160,713$7.00M0.4%History
Vanguard Dividend Appreciation ETF921908844ETF1,846$265.0K<0.1%–
BLKBlackRock, Inc.COM359$219.0K<0.1%History
CCMPCMC Materials, Inc.COM1,200$209.0K<0.1%History
AGRAvangrid, Inc.COM4,500$208.0K<0.1%History
GPNGlobal Payments IncStock1,840$204.0K<0.1%History
ATVIActivision Blizzard, Inc.COM2,614$204.0K<0.1%History