KLINGENSTEIN FIELDS & CO LP
Institutional InvestorSimilar funds →SEC EDGAR: CIK 859872
Institutional-grade research for retail investors
13F Reported Value
ⓘ$2.5B
Holdings
186
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
KLINGENSTEIN FIELDS & CO LP disclosed 186 positions worth $2.5B in its Form 13F-HR for Q1 2026, led by $AVGO (Broadcom Inc.) at 6.3% of the equity portfolio, followed by $GOOG and $LLY. During the quarter the fund opened 17 new positions and exited 17 — including a new stake in $STUB and a full exit from $ROP. The portfolio is most concentrated in Technology (33.1% of disclosed assets). All figures are sourced directly from KLINGENSTEIN FIELDS & CO LP’s Form 13F-HR filing with the SEC under CIK 859872.
AI Fund Analysis
Diversifying
$AVGO6.3% weight
Held 6 quarters
$GOOG4.8% weight
Held 6 quarters
$LLY3.7% weight
Held 6 quarters
$AAPL3.6% weight
Held 6 quarters
$BRK-A3.6% weight
Held 6 quarters
ISHARES TR
5 quarters accumulating
THE 2023 ETF SERIES
5 quarters accumulating
ISHARES TRUST
3 quarters accumulating
$TJX3 quarters accumulating
ISHARES
3 quarters accumulating
Sector Allocation
TechnologyFinancialsHealthcareOtherIndustrialsConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 86.4#9
Quality
$158.9M513,515 sh - 80.2#45
Quality
$121.6M422,864 sh - 89.3#2
Quality
$94.6M102,848 sh - 76.1
Quality
$91.3M359,634 sh - 64.5
Quality
$90.3M188,487 sh - 83.7
Quality
$86.9M234,657 sh - 74.6
Quality
$75.6M363,169 sh - 90.2
Quality
$71.9M412,267 sh - 66.5
Quality
$69.1M430,749 sh - —
Quality
$65.9M77,842 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Broadcom Inc.$AVGO | 86.4#9 | $158.9M | 513,515 |
| Alphabet Inc.$GOOG | 80.2#45 | $121.6M | 422,864 |
| ELI LILLY & Co$LLY | 89.3#2 | $94.6M | 102,848 |
| Apple Inc.$AAPL | 76.1 | $91.3M | 359,634 |
 BERKSHIRE HATHAWAY INC$BRK.B | 64.5 | $90.3M | 188,487 |
 MICROSOFT CORP$MSFT | 83.7 | $86.9M | 234,657 |
 AMAZON COM INC$AMZN | 74.6 | $75.6M | 363,169 |
 NVIDIA CORP$NVDA | 90.2 | $71.9M | 412,267 |
 Palo Alto Networks Inc$PANW | 66.5 | $69.1M | 430,749 |
 GOLDMAN SACHS GROUP INC$GS | — | $65.9M | 77,842 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of KLINGENSTEIN FIELDS & CO LP's 186 positions.
Showing top 10 of 186 holdings.
Sector Allocation
Technology
$840.0M
Financials
$305.1M
Healthcare
$296.5M
Other
$278.8M
Industrials
$219.7M
Consumer Discretionary
$199.4M
Communication Services
$135.5M
Consumer Staples
$116.0M
Full Holdings — KLINGENSTEIN FIELDS & CO LP (Q1 2026)
All 186 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AVGO | Broadcom Inc. | $158.9M | 6.3% | +80% | 86.4 |
| 2 | $GOOG | Alphabet Inc. | $121.6M | 4.8% | +46% | 80.2 |
| 3 | $LLY | ELI LILLY & Co | $94.6M | 3.7% | +259% | 89.3 |
| 4 | $AAPL | Apple Inc. | $91.3M | 3.6% | +44% | 76.1 |
| 5 | $BRK.B | BERKSHIRE HATHAWAY INC | $90.3M | 3.6% | +68% | 64.5 |
| 6 | $MSFT | MICROSOFT CORP | $86.9M | 3.4% | +38% | 83.7 |
| 7 | $AMZN | AMAZON COM INC | $75.6M | 3.0% | +52% | 74.6 |
| 8 | $NVDA | NVIDIA CORP | $71.9M | 2.8% | +24% | 90.2 |
| 9 | $PANW | Palo Alto Networks Inc | $69.1M | 2.7% | +65% | 66.5 |
| 10 | $GS | GOLDMAN SACHS GROUP INC | $65.9M | 2.6% | +55% | — |
| 11 |  $PEP | PEPSICO INC | $65.7M | 2.6% | +164% | 62.7 |
| 12 |  $UNP | UNION PACIFIC CORP | $63.4M | 2.5% | +127% | 74 |
| 13 |  $SPY | SPDR S&P 500 ETF TRUST | $60.1M | 2.4% | +23% | — |
| 14 |  $RTX | RTX Corp | $60.1M | 2.4% | +65% | 70 |
| 15 |  $DIS | Walt Disney Co | $58.0M | 2.3% | +192% | 68.9 |
| 16 |  $JPM | JPMORGAN CHASE & CO | $56.8M | 2.2% | +36% | 35.6 |
| 17 |  $JNJ | JOHNSON & JOHNSON | $54.2M | 2.1% | +75% | 72.8 |
| 18 |  $GOOGL | Alphabet Inc. | $53.2M | 2.1% | +67% | 80.2 |
| 19 |  $COST | COSTCO WHOLESALE CORP /NEW | $49.8M | 2.0% | +47% | 67 |
| 20 |  $STUB | StubHub Holdings, Inc. | $38.5M | 1.5% | NEW | — |
| 21 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $37.9M | 1.5% | +22% | — |
| 22 |  $HON | HONEYWELL INTERNATIONAL INC | $37.0M | 1.5% | +48% | 65.7 |
| 23 |  $ISRG | INTUITIVE SURGICAL INC | $36.5M | 1.4% | +57% | 81.4 |
| 24 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $35.4M | 1.4% | +65% | 63.7 |
| 25 |  $NFLX | NETFLIX INC | $34.0M | 1.3% | +37% | 86.7 |
| 26 |  $CB | Chubb Ltd | $33.3M | 1.3% | +32% | — |
| 27 |  $NXPI | NXP Semiconductors N.V. | $32.3M | 1.3% | +56% | — |
| 28 |  $ETN | Eaton Corp plc | $31.4M | 1.2% | +29% | — |
| 29 |  $PLD | Prologis, Inc. | $30.8M | 1.2% | +34% | 67.5 |
| 30 | — | SCHWAB STRATEGIC TR | $29.9M | 1.2% | +18% | — |
| 31 |  $VMC | Vulcan Materials CO | $28.0M | 1.1% | +43% | 66.6 |
| 32 |  $MRK | Merck & Co., Inc. | $27.0M | 1.1% | +46% | 70.9 |
| 33 |  $CL | COLGATE PALMOLIVE CO | $25.1M | 1.0% | +22% | 72.4 |
| 34 |  $SYK | STRYKER CORP | $24.1M | 0.9% | +30% | 69.8 |
| 35 |  $META | Meta Platforms, Inc. | $23.9M | 0.9% | +118% | 80.9 |
| 36 |  $HD | HOME DEPOT, INC. | $22.6M | 0.9% | +29% | 69.2 |
| 37 |  $SHEL | Shell plc | $21.6M | 0.8% | +110% | — |
| 38 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $21.2M | 0.8% | NEW | 60.5 |
| 39 | — | ISHARES TRUST | $18.4M | 0.7% | +16% | — |
| 40 |  $SBUX | STARBUCKS CORP | $18.2M | 0.7% | +28% | 54.6 |
| 41 |  $MMM | 3M CO | $17.5M | 0.7% | +0% | 60.7 |
| 42 | — | SCHWAB STRATEGIC TR | $17.1M | 0.7% | +15% | — |
| 43 |  $XOM | EXXON MOBIL CORP | $16.6M | 0.7% | +26% | 61.8 |
| 44 |  $MDLZ | Mondelez International, Inc. | $15.4M | 0.6% | +28% | 53.9 |
| 45 | — | VICTORY PORTFOLIOSII | $14.8M | 0.6% | +13% | — |
| 46 | — | SCHWAB STRATEGIC TR | $14.1M | 0.6% | +16% | — |
| 47 |  $PYPL | PayPal Holdings, Inc. | $14.0M | 0.6% | +53% | 70.5 |
| 48 |  $GE | GENERAL ELECTRIC CO | $13.2M | 0.5% | +40% | 74.8 |
| 49 |  $NEE | NEXTERA ENERGY INC | $13.1M | 0.5% | +31% | 71.7 |
| 50 |  $SO | SOUTHERN CO | $12.8M | 0.5% | +32% | 65.1 |
| 51 |  $YUM | YUM BRANDS INC | $12.8M | 0.5% | +493% | 71.7 |
| 52 |  $CVX | CHEVRON CORP | $12.8M | 0.5% | +26% | 54.7 |
| 53 |  $NOW | ServiceNow, Inc. | $12.7M | 0.5% | +34% | 76 |
| 54 |  $ZS | Zscaler, Inc. | $12.6M | 0.5% | +33% | 57.9 |
| 55 |  $REGN | REGENERON PHARMACEUTICALS, INC. | $12.0M | 0.5% | +36% | 75.1 |
| 56 |  $ABT | ABBOTT LABORATORIES | $11.3M | 0.5% | +29% | 67 |
| 57 |  $BSX | BOSTON SCIENTIFIC CORP | $11.0M | 0.4% | NEW | 79.9 |
| 58 |  $DHR | DANAHER CORP /DE/ | $10.5M | 0.4% | +35% | 63.9 |
| 59 |  $AXP | AMERICAN EXPRESS CO | $10.2M | 0.4% | +658% | 73.2 |
| 60 | — | VANGUARD SCOTTSDAL | $9.8M | 0.4% | +14% | — |
| 61 |  $NKE | NIKE, Inc. | $9.3M | 0.4% | +30% | 53.4 |
| 62 | — | ISHARES TR | $9.3M | 0.4% | +39% | — |
| 63 |  $NSC | NORFOLK SOUTHERN CORP | $8.4M | 0.3% | +2223% | 70.8 |
| 64 | $TJX | TJX COMPANIES INC /DE/ | $8.3M | 0.3% | +0% | 70.7 |
| 65 |  $SNPS | SYNOPSYS INC | $8.0M | 0.3% | +29% | 63.1 |
| 66 |  $AMP | AMERIPRISE FINANCIAL INC | $7.7M | 0.3% | +0% | 70.2 |
| 67 |  $AMT | AMERICAN TOWER CORP /MA/ | $7.7M | 0.3% | +142% | 69.8 |
| 68 | — | SELECT SECTOR SPDR | $7.5M | 0.3% | +48% | — |
| 69 | — | ISHARES | $7.3M | 0.3% | +13% | — |
| 70 |  $ITW | ILLINOIS TOOL WORKS INC | $6.8M | 0.3% | +179% | 71.2 |
| 71 |  $ADBE | ADOBE INC. | $6.5M | 0.3% | +29% | 80.4 |
| 72 | — | SCHWAB STRATEGIC TR | $6.4M | 0.3% | -0% | — |
| 73 | — | VANGUARD TAX MANAGED | $5.8M | 0.2% | +0% | — |
| 74 | — | ISHARES | $5.5M | 0.2% | +0% | — |
| 75 |  $BRK.A | BERKSHIRE HATHAWAY INC | $5.0M | 0.2% | +133% | 64.5 |
| 76 | — | THE 2023 ETF SERIES | $4.8M | 0.2% | +1% | — |
| 77 |  $PG | PROCTER & GAMBLE Co | $4.6M | 0.2% | +246% | 72.9 |
| 78 |  $GL | GLOBE LIFE INC. | $4.5M | 0.2% | +0% | 66.6 |
| 79 |  $ABNB | Airbnb, Inc. | $4.4M | 0.2% | +45% | 70.1 |
| 80 |  $CCZ | COMCAST CORP | $4.4M | 0.2% | +431% | 70.4 |
| 81 | — | SCHWAB STRATEGIC TR | $4.2M | 0.2% | +0% | — |
| 82 | — | SERIES PORTFOLIOS TR | $3.8M | 0.1% | +444% | — |
| 83 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $3.2M | 0.1% | +2% | 66.7 |
| 84 |  $PLTR | Palantir Technologies Inc. | $2.9M | 0.1% | +79% | 85.8 |
| 85 |  $ALL | ALLSTATE CORP | $2.7M | 0.1% | -1% | 76.6 |
| 86 |  $CRCL | Circle Internet Group, Inc. | $2.7M | 0.1% | -71% | 44.8 |
| 87 |  $LMT | LOCKHEED MARTIN CORP | $2.5M | 0.1% | -13% | 65 |
| 88 |  $BAC | BANK OF AMERICA CORP /DE/ | $2.5M | 0.1% | +122% | 68.4 |
| 89 | — | VANECK ETF TR | $2.5M | 0.1% | +0% | — |
| 90 |  $KO | COCA COLA CO | $2.4M | 0.1% | +0% | 74 |
| 91 | — | SCHWAB STRATEGIC TR | $2.4M | 0.1% | NEW | — |
| 92 |  $UPS | UNITED PARCEL SERVICE INC | $2.3M | 0.1% | +369% | 58.2 |
| 93 |  $SOLV | Solventum Corp | $1.9M | 0.1% | +0% | 55.7 |
| 94 |  $CAT | CATERPILLAR INC | $1.9M | 0.1% | +0% | 67.8 |
| 95 | — | ISHARES TR | $1.7M | 0.1% | +0% | — |
| 96 | — | ISHARES | $1.6M | 0.1% | +0% | — |
| 97 | — | ISHARES MSCI USA | $1.6M | 0.1% | +0% | — |
| 98 | — | ISHARES | $1.6M | 0.1% | NEW | — |
| 99 | — | VANGUARD INDEX FDS | $1.6M | 0.1% | +1% | — |
| 100 |  $PM | Philip Morris International Inc. | $1.6M | 0.1% | +0% | 80.5 |
| 101 |  $MA | Mastercard Inc | $1.3M | 0.1% | +41% | 81.7 |
| 102 |  $ABBV | AbbVie Inc. | $1.2M | 0.1% | +9% | 59.3 |
| 103 |  $GILD | GILEAD SCIENCES, INC. | $1.1M | 0.0% | -10% | 77.8 |
| 104 |  $MO | ALTRIA GROUP, INC. | $1.0M | 0.0% | +0% | 72.1 |
| 105 |  $ADP | AUTOMATIC DATA PROCESSING INC | $990,096 | 0.0% | +0% | 77.9 |
| 106 | — | ISHARES | $967,949 | 0.0% | NEW | — |
| 107 |  $WMT | Walmart Inc. | $949,003 | 0.0% | +114% | 63.2 |
| 108 | — | VANECK ETF TRUST | $948,631 | 0.0% | NEW | — |
| 109 |  $LOW | LOWES COMPANIES INC | $904,547 | 0.0% | -4% | 63.5 |
| 110 |  $MCD | MCDONALDS CORP | $897,562 | 0.0% | -24% | 73.9 |
| 111 |  $WTM | WHITE MOUNTAINS INSURANCE GROUP LTD | $834,845 | 0.0% | +0% | — |
| 112 |  $GLD | SPDR GOLD TRUST | $804,642 | 0.0% | +0% | — |
| 113 |  $CSX | CSX CORP | $752,898 | 0.0% | +0% | 66.4 |
| 114 | — | ISHARES TR | $751,993 | 0.0% | -1% | — |
| 115 | — | ISHARES | $704,458 | 0.0% | +0% | — |
| 116 | — | ISHARES | $679,111 | 0.0% | +0% | — |
| 117 |  $APH | AMPHENOL CORP /DE/ | $674,583 | 0.0% | +0% | 80.5 |
| 118 |  $FDX | FEDEX CORP | $628,658 | 0.0% | +0% | 60.3 |
| 119 |  $FXB | Invesco CurrencyShares British Pound Sterling Trust | $611,280 | 0.0% | +0% | — |
| 120 | — | SPDR S&P DIVIDEND | $600,543 | 0.0% | +0% | — |
| 121 |  $UBS | UBS Group AG | $583,315 | 0.0% | +0% | — |
| 122 |  $OC | Owens Corning | $541,100 | 0.0% | +0% | 47.3 |
| 123 | — | ISHARES TRUST CORE | $533,685 | 0.0% | -13% | — |
| 124 | — | ISHARES | $514,873 | 0.0% | +8% | — |
| 125 |  $BIIB | BIOGEN INC. | $500,674 | 0.0% | +0% | 65.6 |
| 126 |  $V | VISA INC. | $497,487 | 0.0% | +29% | 83.5 |
| 127 |  $ICE | Intercontinental Exchange, Inc. | $470,267 | 0.0% | +1% | 73.8 |
| 128 |  $NVS | NOVARTIS AG | $465,429 | 0.0% | +0% | — |
| 129 | — | VANGUARD FTSE | $464,992 | 0.0% | +0% | — |
| 130 | — | ISHARES TRUST | $463,810 | 0.0% | +0% | — |
| 131 |  $STT | STATE STREET CORP | $460,888 | 0.0% | +0% | 61.5 |
| 132 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $448,773 | 0.0% | +0% | 76.6 |
| 133 |  $TSLA | Tesla, Inc. | $441,267 | 0.0% | +2% | 50.1 |
| 134 |  $LIN | LINDE PLC | $434,286 | 0.0% | -15% | — |
| 135 | — | ISHARES | $417,681 | 0.0% | +0% | — |
| 136 |  $__PARK_1390777 | Bank of New York Mellon Corp | $417,459 | 0.0% | -78% | 36.7 |
| 137 | — | ISHARES | $414,901 | 0.0% | +3% | — |
| 138 |  $CRWD | CrowdStrike Holdings, Inc. | $409,150 | 0.0% | NEW | 55 |
| 139 |  $IP | INTERNATIONAL PAPER CO /NEW/ | $405,731 | 0.0% | +0% | 52.1 |
| 140 |  $AMGN | AMGEN INC | $401,813 | 0.0% | +0% | 79.5 |
| 141 |  $WFC | WELLS FARGO & COMPANY/MN | $390,965 | 0.0% | +0% | — |
| 142 |  $CFG | CITIZENS FINANCIAL GROUP INC/RI | $383,928 | 0.0% | +0% | 68.8 |
| 143 |  $VZ | VERIZON COMMUNICATIONS INC | $368,769 | 0.0% | +6% | 71.6 |
| 144 |  $NVO | NOVO NORDISK A S | $360,885 | 0.0% | +0% | — |
| 145 |  $SCHW | SCHWAB CHARLES CORP | $348,008 | 0.0% | -5% | 77.2 |
| 146 | — | ISHARES TRUST | $347,268 | 0.0% | +0% | — |
| 147 |  $GM | General Motors Co | $309,771 | 0.0% | +0% | 58.7 |
| 148 |  $CBT | CABOT CORP | $309,148 | 0.0% | +0% | 56.5 |
| 149 |  $WLY | JOHN WILEY & SONS, INC. | $301,333 | 0.0% | +0% | 50.6 |
| 150 |  $EXEL | EXELIXIS, INC. | $300,230 | 0.0% | +0% | 79.4 |
| 151 | — | ISHARES TR | $297,881 | 0.0% | +0% | — |
| 152 |  $QCOM | QUALCOMM INC/DE | $288,081 | 0.0% | +0% | 81.9 |
| 153 |  $GEV | GE Vernova Inc. | $288,057 | 0.0% | +2% | 70.1 |
| 154 |  $BLK | BlackRock, Inc. | $286,590 | 0.0% | -4% | 70.3 |
| 155 |  $CSCO | CISCO SYSTEMS, INC. | $286,462 | 0.0% | -14% | 72.3 |
| 156 |  $GLW | CORNING INC /NY | $280,098 | 0.0% | NEW | 72.7 |
| 157 |  $CTVA | Corteva, Inc. | $278,419 | 0.0% | +0% | 48.4 |
| 158 |  $FNB | FNB CORP/PA/ | $275,077 | 0.0% | +0% | — |
| 159 |  $TFC | TRUIST FINANCIAL CORP | $271,775 | 0.0% | +0% | — |
| 160 |  $PFE | PFIZER INC | $268,080 | 0.0% | +0% | 69 |
| 161 | — | VANGUARD SPECIALIZED | $257,427 | 0.0% | +0% | — |
| 162 |  $CEG | Constellation Energy Corp | $251,046 | 0.0% | +0% | 62.5 |
| 163 |  $VRT | Vertiv Holdings Co | $250,580 | 0.0% | NEW | 82.7 |
| 164 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $243,003 | 0.0% | +0% | 71.5 |
| 165 |  $CVS | CVS HEALTH Corp | $242,752 | 0.0% | -10% | 51.3 |
| 166 | $STT | STATE STREET CORP | $240,464 | 0.0% | +0% | 61.5 |
| 167 |  $Q | Qnity Electronics, Inc. | $236,991 | 0.0% | NEW | — |
| 168 |  $APD | Air Products & Chemicals, Inc. | $236,749 | 0.0% | +0% | 41.2 |
| 169 |  $IVZ | Invesco Ltd. | $234,010 | 0.0% | +0% | — |
| 170 |  $IBIT | iShares Bitcoin Trust ETF | $233,978 | 0.0% | +10% | — |
| 171 |  $GD | GENERAL DYNAMICS CORP | $225,496 | 0.0% | +0% | 73 |
| 172 |  $IQV | IQVIA HOLDINGS INC. | $225,283 | 0.0% | +0% | 59.7 |
| 173 |  $CRM | Salesforce, Inc. | $224,377 | 0.0% | +7% | 75.2 |
| 174 | — | ISHARES | $223,940 | 0.0% | +0% | — |
| 175 | — | VANGUARD INDEX TR | $221,104 | 0.0% | NEW | — |
| 176 |  $FNF | Fidelity National Financial, Inc. | $220,815 | 0.0% | +0% | 69.7 |
| 177 |  $LH | LABCORP HOLDINGS INC. | $220,652 | 0.0% | -35% | 54.8 |
| 178 |  $PH | Parker-Hannifin Corp | $215,753 | 0.0% | +2% | 73.8 |
| 179 |  $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | $215,280 | 0.0% | NEW | 66.3 |
| 180 |  $NTRS | NORTHERN TRUST CORP | $210,751 | 0.0% | +0% | 71.8 |
| 181 |  $GSK | GSK plc | $205,914 | 0.0% | NEW | — |
| 182 |  $ED | CONSOLIDATED EDISON INC | $205,195 | 0.0% | NEW | 71.6 |
| 183 |  $BMY | BRISTOL MYERS SQUIBB CO | $204,148 | 0.0% | NEW | 70.1 |
| 184 | — | SPDR SERIES TRUST | $203,455 | 0.0% | NEW | — |
| 185 |  $UNH | UNITEDHEALTH GROUP INC | $202,401 | 0.0% | -14% | 66.8 |
| 186 |  $NXDR | Nextdoor Holdings, Inc. | $14,293 | 0.0% | +0% | 28.3 |
New Positions (17)
$STUB StubHub Holdings, Inc.$38.5M$NOC NORTHROP GRUMMAN CORP /DE/$21.2M$BSX BOSTON SCIENTIFIC CORP$11.0M SCHWAB STRATEGIC TR$2.4M
ISHARES$1.6M
ISHARES$967,949
VANECK ETF TRUST$948,631
$CRWD CrowdStrike Holdings, Inc.$409,150$GLW CORNING INC /NY$280,098$VRT Vertiv Holdings Co$250,580$Q Qnity Electronics, Inc.$236,991 VANGUARD INDEX TR$221,104
$OXY OCCIDENTAL PETROLEUM CORP /DE/$215,280$GSK GSK plc$205,914$ED CONSOLIDATED EDISON INC$205,195Exited Positions (17)
$ROP ROPER TECHNOLOGIES INC
$ACN Accenture plc
$FTV Fortive Corp
$RKLB Rocket Lab Corp VANGUARD STAR FUND - TOT INTL STK IDX FD
$CFLT Confluent, Inc. VANGUARD INDEX TR - TOTAL STOCK MARKET
$DINO HF Sinclair Corp
$PGR PROGRESSIVE CORP/OH/
$ORLY O REILLY AUTOMOTIVE INC
$AVAV AeroVironment Inc SELECT SECTOR SPDR - STATE ST UTILITIES S
ARK ETF TRUST ARK - INNOVATION ETF
$GBTC Grayscale Bitcoin Trust ETF ISHARES - S&P 500 GRWT ETF
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
Berkshire HathawayBridgewater AssociatesCitadel AdvisorsRenaissance TechnologiesTwo Sigma InvestmentsDE Shaw & CoMillennium ManagementAQR Capital ManagementPoint72 Asset ManagementTiger Global ManagementVanguard GroupBlackRock
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for KLINGENSTEIN FIELDS & CO LP including:
Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights
Track KLINGENSTEIN FIELDS & CO LP's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for KLINGENSTEIN FIELDS & CO LP and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
Passwordless sign-in · Payments by Stripe · Auth by Clerk
AI-Powered Hedge Fund Analysis: KLINGENSTEIN FIELDS & CO LP
13F Pro is an AI hedge fund tracker and stock research platform. For KLINGENSTEIN FIELDS & CO LP (SEC CIK: 859872), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in KLINGENSTEIN FIELDS & CO LP's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.