KLINGENSTEIN FIELDS & CO LP — 13F Holdings & Portfolio

CIK 859872 · latest 13F-HR filed 2026-05-13

KLINGENSTEIN FIELDS & CO LP manages $2.54B in 13F-reported U.S. long-equity assets across 255 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AVGO (3.45%), GOOGL (3.17%), AVGO (2.81%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 17 new positions, exited 17, added to 41, and trimmed 70.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$2.54B

Long-equity book

Holdings

255

Distinct positions

Period

2026-03-31

Filed 2026-05-13

Q/Q Activity

+17 / −17 / ↑41 / ↓70

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • META PLATFORMS INC$7.5M +45.5%
  • JOHNSON & JOHNSON$7.4M +15.9%
  • COSTCO WHSL CORP$6.3M +14.5%
  • HONEYWELL INTL INC$4.8M +14.8%
  • EXXON MOBIL CORP$4.7M +39.2%
Show all 41

Top Trims

  • MICROSOFT CORP-$27.6M -24.1%
  • BROADCOM INC-$19.9M -11.1%
  • LILLY ELI & CO-$16.9M -15.1%
  • ALPHABET INC-$14.5M -10.6%
  • PALO ALTO NETWORKS-$11.6M -14.4%
Show all 70

New Positions

  • STUBHUB HOLDINGS INC$38.5M
  • NORTHROP GRUMMAN CO$21.2M
  • BOSTON SCIENTIFIC$11.0M
  • SCHWAB STRATEGIC TR$2.4M
  • ISHARES$1.6M
Show all 17

Exited Positions

  • ROPER TECHNOLOGIES$17.2M
  • ACCENTURE PLC$16.4M
  • FORTIVE CORPORATION$15.7M
  • ROCKET LAB CORP$434.6K
  • VANGUARD STAR FUND$308.2K
Show all 17
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 BROADCOM INC AVGO 11135F101 $87.6M 3.45% 282,898 SH
2 ALPHABET INC GOOGL 02079K305 $80.3M 3.17% 279,260 SH
3 BROADCOM INC AVGO 11135F101 $71.4M 2.81% 230,617 SH
4 LILLY ELI & CO LLY 532457108 $68.9M 2.72% 74,907 SH
5 APPLE INC AAPL 037833100 $62.4M 2.46% 245,880 SH
6 MICROSOFT CORP MSFT 594918104 $62.2M 2.45% 168,035 SH
7 NVIDIA CORP NVDA 67066G104 $56.8M 2.24% 325,483 SH
8 BERKSHIRE HATHAWAY BRK.B 084670702 $52.5M 2.07% 109,583 SH
9 AMAZON COM INC AMZN 023135106 $49.5M 1.95% 237,509 SH
10 STATE ST SPDR S&P500 SPY 78462F103 $49.3M 1.94% 75,776 SH
11 GOLDMAN SACHS GROUP GS 38141G104 $41.5M 1.64% 49,074 SH
12 PEPSICO INC PEP 713448108 $41.4M 1.63% 266,430 SH
13 ALPHABET INC GOOGL 02079K305 $41.3M 1.63% 143,604 SH
14 JPMORGAN CHASE & CO JPM 46625H100 $41.2M 1.63% 140,188 SH
15 PALO ALTO NETWORKS PANW 697435105 $40.8M 1.61% 254,472 SH
16 STUBHUB HOLDINGS INC STUB 86384P109 $38.5M 1.52% 6,170,040 SH
17 WALT DISNEY CO DIS 254687106 $38.3M 1.51% 397,895 SH
18 BERKSHIRE HATHAWAY BRK.B 084670702 $37.8M 1.49% 78,904 SH
19 UNION PAC CORP UNP 907818108 $36.2M 1.43% 149,316 SH
20 RTX CORPORATION RTX 75513E101 $35.3M 1.39% 182,785 SH
21 COSTCO WHSL CORP COST 22160K105 $33.5M 1.32% 33,656 SH
22 ALPHABET INC GOOG 02079K107 $31.0M 1.22% 107,903 SH
23 INVESCO QQQ TR QQQ 46090E103 $30.4M 1.20% 52,617 SH
24 JOHNSON & JOHNSON JNJ 478160104 $30.1M 1.19% 123,187 SH
25 APPLE INC AAPL 037833100 $28.9M 1.14% 113,754 SH
26 PALO ALTO NETWORKS PANW 697435105 $28.3M 1.11% 176,277 SH
27 UNION PAC CORP UNP 907818108 $27.2M 1.07% 112,089 SH
28 AMAZON COM INC AMZN 023135106 $26.2M 1.03% 125,660 SH
29 LILLY ELI & CO LLY 532457108 $25.7M 1.01% 27,941 SH
30 RTX CORPORATION RTX 75513E101 $24.8M 0.98% 128,522 SH
31 CHUBB LIMITED CB H1467J104 $24.7M 0.97% 75,786 SH
32 HONEYWELL INTL INC HON 438516106 $24.7M 0.97% 109,156 SH
33 MICROSOFT CORP MSFT 594918104 $24.7M 0.97% 66,622 SH
34 NETFLIX INC NFLX 64110L106 $24.4M 0.96% 253,561 SH
35 PEPSICO INC PEP 713448108 $24.4M 0.96% 156,839 SH
36 GOLDMAN SACHS GROUP GS 38141G104 $24.3M 0.96% 28,768 SH
37 SCHWAB STRATEGIC TR SCHA 808524607 $24.1M 0.95% 827,293 SH
38 JOHNSON & JOHNSON JNJ 478160104 $24.0M 0.95% 98,347 SH
39 EATON CORPORATION ETN G29183103 $23.6M 0.93% 66,065 SH
40 INTUITIVE SURGIC INC ISRG 46120E602 $22.9M 0.90% 49,587 SH
41 PROLOGIS INC PLD 74340W103 $22.6M 0.89% 171,252 SH
42 ALPHABET INC GOOG 02079K107 $22.2M 0.88% 77,428 SH
43 THERMO FISHER SCI TMO 883556102 $21.0M 0.83% 42,781 SH
44 COLGATE PALMOLIVE CO CL 194162103 $20.5M 0.81% 239,942 SH
45 NXP SEMICONDUCTR NXPI N6596X109 $20.4M 0.80% 103,625 SH
46 WALT DISNEY CO DIS 254687106 $19.6M 0.77% 203,518 SH
47 VULCAN MATERIALS CO VMC 929160109 $19.1M 0.75% 70,296 SH
48 ISHARES TRUST IVV 464287200 $18.4M 0.73% 28,234 SH
49 STRYKER CORP SYK 863667101 $18.3M 0.72% 55,578 SH
50 MERCK & CO INC MRK 58933Y105 $18.0M 0.71% 149,592 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-13 $2.54B 255 0001398344-26-009033
2025-12-31 2026-02-13 $2.67B 256 0001398344-26-002952
2025-09-30 2025-11-14 $2.65B 265 0001398344-25-020923