§ 13F · FUND PROFILE
KLINGENSTEIN FIELDS & CO LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $2.5B (13F)Positions · 276Turnover · — · Q1Filed · May 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$67M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC | 283K | $88M | 3.5% | −1% |
| 2 | GOOGL | ALPHABET INC | 279K | $80M | 3.2% | −3% |
| 3 | AVGO | BROADCOM INC | 231K | $71M | 2.8% | — |
| 4 | LLY | LILLY ELI & CO | 75K | $69M | 2.7% | −1% |
| 5 | AAPL | APPLE INC | 246K | $62M | 2.5% | −1% |
| 6 | MSFT | MICROSOFT CORP | 168K | $62M | 2.5% | −1% |
| 7 | NVDA | NVIDIA CORP | 325K | $57M | 2.2% | −2% |
| 8 | BRK/B | BERKSHIRE HATHAWAY | 110K | $53M | 2.1% | −1% |
| 9 | AMZN | AMAZON COM INC | 238K | $49M | 1.9% | ±0% |
| 10 | SPY | STATE ST SPDR S&P500 | 76K | $49M | 1.9% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE KLINGENSTEIN SIGNAL
AC read
KLINGENSTEIN FIELDS & CO LP is a Other fund managing $2.5 billion in assets. The fund runs a broad portfolio of 276 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed