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Klingenstein Fields & Co LP

SEC CIK
0000859872
Latest filing
Aug 5, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Aug 5, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
195
+9 vs. Q1 2026
Portfolio value
$2.86B
+$321.9M (+12.7%) vs. Q1 2026
Filed
Aug 5, 2026
SEC
Holdings of Klingenstein Fields & Co LP in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
AVGOBroadcom Inc.Stock504,659$190.6M6.7%−8,856−1.7%ReducedHistory
GOOGLAlphabet Inc.Stock418,860$149.7M5.2%−4,004−0.9%ReducedHistory
PANWPalo Alto Networks IncStock426,619$145.5M5.1%−4,130−1.0%ReducedHistory
LLYEli Lilly & CoStock91,363$109.6M3.8%−11,485−11.2%ReducedHistory
AAPLApple Inc.Stock361,383$104.6M3.7%+1,749+0.5%AddedHistory
BRK.BBerkshire Hathaway IncStock187,993$94.1M3.3%−494−0.3%ReducedHistory
MSFTMicrosoft CorpStock235,017$87.7M3.1%+360+0.2%AddedHistory
AMZNAmazon Com IncStock362,354$86.4M3.0%−815−0.2%ReducedHistory
NVDANVIDIA CorpStock430,000$86.0M3.0%+17,733+4.3%AddedHistory
STUBStubHub Holdings, Inc.CL A6,229,560$80.2M2.8%+59,520+1.0%AddedHistory
GSGoldman Sachs Group IncStock76,901$77.8M2.7%−941−1.2%ReducedHistory
UNPUnion Pacific CorpStock259,487$70.6M2.5%−1,918−0.7%ReducedHistory
SPYSPDR S&P 500 ETF TrustETF88,856$66.4M2.3%−3,631−3.9%ReducedHistory
GOOGAlphabet Inc.Stock181,916$64.3M2.2%−3,415−1.8%ReducedHistory
JPMJPMorgan Chase & CoStock191,888$62.8M2.2%−1,091−0.6%ReducedHistory
RTXRTX CorpStock308,290$58.5M2.0%−3,017−1.0%ReducedHistory
DISWalt Disney CoStock600,607$57.8M2.0%−806−0.1%ReducedHistory
PEPPepsiCo IncStock422,747$57.2M2.0%−522−0.1%ReducedHistory
JNJJohnson & JohnsonStock218,394$55.5M1.9%−3,140−1.4%ReducedHistory
Invesco QQQ Trust Series I46090E103ETF63,494$46.8M1.6%−2,137−3.3%Reduced–
COSTCostco Wholesale CorpStock49,939$46.7M1.6%−88−0.2%ReducedHistory
NXPINXP Semiconductors N.V.COM163,928$46.1M1.6%−590.0%ReducedHistory
ETNEaton Corp plcStock87,536$37.3M1.3%−347−0.4%ReducedHistory
Schwab U.S. Small-Cap ETF808524607ETF991,435$35.8M1.3%−36,862−3.6%Reduced–
CBChubb LtdStock102,035$34.8M1.2%−161−0.2%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock65,147$32.7M1.1%−6,851−9.5%ReducedHistory
PLDPrologis, Inc.REIT233,002$31.6M1.1%−226−0.1%ReducedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF162,604$31.0M1.1%+106,506+189.9%Added–
VMCVulcan Materials COCOM102,793$30.3M1.1%+105+0.1%AddedHistory
ISRGIntuitive Surgical IncCOM NEW74,634$29.7M1.0%−4,471−5.7%ReducedHistory
MRKMerck & Co., Inc.Stock223,496$28.7M1.0%−1,374−0.6%ReducedHistory
CLColgate Palmolive CoStock286,150$26.2M0.9%−7,789−2.6%ReducedHistory
NFLXNetflix IncStock350,343$25.0M0.9%−2,924−0.8%ReducedHistory
HDHome Depot, Inc.Stock69,876$24.6M0.9%+1,091+1.6%AddedHistory
iShares Core S&P 500 ETF464287200ETF31,623$23.7M0.8%+3,389+12.0%Added–
METAMeta Platforms, Inc.Stock41,942$23.6M0.8%+197+0.5%AddedHistory
iShares Semiconductor ETF464287523ETF35,340$22.6M0.8%+35,340New–
SBUXStarbucks CorpStock202,684$20.7M0.7%−130.0%ReducedHistory
MMM3M CoStock120,660$19.5M0.7%−400.0%ReducedHistory
Schwab International Equity ETF808524805ETF663,965$18.4M0.6%−25,428−3.7%Reduced–
HONHoneywell International IncStock81,831$18.3M0.6%+81,831NewHistory
HONAHoneywell Aerospace Inc.COM81,559$18.0M0.6%+81,559NewHistory
SHELShell plcADR226,292$17.5M0.6%−6,450−2.8%ReducedHistory
GEGeneral Electric CoStock46,482$17.4M0.6%+80.0%AddedHistory
Victory Portfolios II92647N527CORE BD ETF355,284$16.6M0.6%+41,292+13.2%Added–
NOCNorthrop Grumman CorpStock31,287$15.9M0.6%+268+0.9%AddedHistory
MDLZMondelez International, Inc.Stock267,241$15.5M0.5%+330.0%AddedHistory
Schwab Emerging Markets Equity ETF808524706ETF412,214$14.9M0.5%−16,217−3.8%Reduced–
SYKStryker CorpStock43,652$13.7M0.5%−29,548−40.4%ReducedHistory
XOMExxonMobil Holdings CorpCOM97,791$13.4M0.5%+111+0.1%AddedHistory
PYPLPayPal Holdings, Inc.Stock307,913$13.3M0.5%−2,593−0.8%ReducedHistory
SOSouthern CoStock132,949$12.7M0.4%+401+0.3%AddedHistory
NEENextera Energy IncStock139,835$12.3M0.4%−1,253−0.9%ReducedHistory
NOWServiceNow, Inc.Stock123,365$12.2M0.4%+1,508+1.2%AddedHistory
iShares Core S&P Small Cap ETF464287804ETF79,102$11.7M0.4%+4,374+5.9%Added–
YUMYum Brands IncStock70,939$11.3M0.4%−11,218−13.7%ReducedHistory
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW85,623$10.9M0.4%−3,540−4.0%Reduced–
CVXChevron CorpStock62,290$10.3M0.4%+599+1.0%AddedHistory
DHRDanaher CorpStock53,535$10.2M0.4%−1,946−3.5%ReducedHistory
AXPAmerican Express CoStock29,236$9.89M0.3%−4,590−13.6%ReducedHistory
PLTRPalantir Technologies Inc.Stock83,773$9.77M0.3%+63,942+322.4%AddedHistory
ABTAbbott LaboratoriesStock99,718$9.05M0.3%−10,584−9.6%ReducedHistory
SNPSSynopsys IncCOM20,253$9.03M0.3%+108+0.5%AddedHistory
NSCNorfolk Southern CorpStock27,348$8.60M0.3%−1,945−6.6%ReducedHistory
TJXTJX Companies IncStock52,365$7.93M0.3%+362+0.7%AddedHistory
iShares MSCI Eafe ETF464287465ETF75,235$7.82M0.3%−335−0.4%Reduced–
BSXBoston Scientific CorpStock176,006$7.51M0.3%+334+0.2%AddedHistory
AMPAmeriprise Financial IncCOM16,283$7.47M0.3%−1,113−6.4%ReducedHistory
NKENIKE, Inc.Stock181,587$7.45M0.3%+5,376+3.1%AddedHistory
Schwab U.S. Large-Cap ETF808524201ETF251,282$7.40M0.3%+2,291+0.9%Added–
AMTAmerican Tower CorpREIT43,320$7.09M0.2%−1,010−2.3%ReducedHistory
Vanguard Ftse Developed Markets ETF921943858ETF90,291$6.43M0.2%00.0%Unchanged–
iShares Tr464287689RUSSELL 3000 ETF14,928$6.37M0.2%00.0%Unchanged–
ITWIllinois Tool Works IncStock23,489$6.35M0.2%−2,521−9.7%ReducedHistory
GLGlobe Life Inc.COM32,578$5.82M0.2%00.0%UnchangedHistory
ADBEAdobe Inc.Stock27,772$5.69M0.2%+1,087+4.1%AddedHistory
2023 ETF Series Trust88339Y102EAGLE CAPITAL SE164,998$5.31M0.2%+6,857+4.3%Added–
BRK.ABerkshire Hathaway IncCL A7$5.24M0.2%00.0%UnchangedHistory
ABNBAirbnb, Inc.Stock35,117$5.03M0.2%+146+0.4%AddedHistory
Schwab U.S. Broad Market ETF808524102ETF168,123$4.87M0.2%00.0%Unchanged–
PGProcter & Gamble CoStock32,047$4.70M0.2%+26+0.1%AddedHistory
VanEck Semiconductor ETF92189F676ETF6,486$4.25M0.1%00.0%Unchanged–
Series Portfolios Tr81752T411EQUAB EQUIT ETF129,299$3.88M0.1%−1,807−1.4%Reduced–
IBMInternational Business Machines CorpStock13,315$3.74M0.1%+12+0.1%AddedHistory
CMCSAComcast CorpStock140,158$3.44M0.1%−12,438−8.2%ReducedHistory
ALLAllstate CorpStock13,331$3.17M0.1%+198+1.5%AddedHistory
Schwab Fundamental U.S. Large Company ETF808524771ETF94,791$2.95M0.1%+94,791New–
Schwab Fundamental Emerging Markets Equity ETF808524730ETF72,107$2.86M0.1%+10,025+16.1%Added–
CATCaterpillar IncStock2,671$2.84M0.1%+43+1.6%AddedHistory
KOCoca Cola CoStock31,395$2.55M0.1%+41+0.1%AddedHistory
BACBank of America CorpStock44,554$2.54M0.1%−7,469−14.4%ReducedHistory
UPSUnited Parcel Service IncStock21,661$2.33M0.1%−1,965−8.3%ReducedHistory
SOLVSolventum CorpStock29,445$2.27M0.1%00.0%UnchangedHistory
LMTLockheed Martin CorpStock4,234$2.16M0.1%+33+0.8%AddedHistory
iShares Tr46435G268RUSEL 2500 ETF22,700$2.08M0.1%00.0%Unchanged–
iShares Tr464287234MSCI EMG MKT ETF27,904$1.91M0.1%−280−1.0%Reduced–
iShares S&P Small-Cap 600 Value ETF464287879ETF13,758$1.88M0.1%00.0%Unchanged–
iShares Inc464286681MSCI EQUAL WEITE16,000$1.83M0.1%00.0%Unchanged–
Vanguard S&P 500 ETF922908363ETF2,632$1.81M0.1%00.0%Unchanged–
CRCLCircle Internet Group, Inc.COM CL A27,616$1.73M0.1%−500−1.8%ReducedHistory

Sold out since Q1 2026 (8)

Positions held at the end of Q1 2026 that are gone from this filing.

Positions of Klingenstein Fields & Co LP sold out since Q1 2026
SecurityClassShares in Q1 2026Value in Q1 2026% of portfolio in Q1 2026History
HONHoneywell International IncCOM163,916$37.0M1.5%History
iShares Tips Bond ETF464287176ETF6,814$752.0K<0.1%–
Invesco Exchange Traded FD T46137V142WATER RES ETF3,500$234.0K<0.1%–
CRMSalesforce, Inc.Stock1,202$224.4K<0.1%History
OXYOccidental Petroleum CorpStock3,312$215.3K<0.1%History
GSKGSK plcADR3,731$205.9K<0.1%History
BMYBristol Myers Squibb CoStock3,366$204.1K<0.1%History
NXDRNextdoor Holdings, Inc.COM CL A10,209$14.3K<0.1%History