§ 13F · FUND PROFILE
KLINGENSTEIN FIELDS & CO LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $2525.8T (13F)Positions · 276Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2666.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC | 285K | $98.5T | 3.7% | NEW |
| 2 | GOOGL | ALPHABET INC | 290K | $90.6T | 3.4% | NEW |
| 3 | MSFT | MICROSOFT CORP | 170K | $82.2T | 3.1% | NEW |
| 4 | LLY | LILLY ELI & CO | 75K | $80.7T | 3.0% | NEW |
| 5 | AVGO | BROADCOM INC | 232K | $80.4T | 3.0% | NEW |
| 6 | AAPL | APPLE INC | 250K | $67.9T | 2.5% | NEW |
| 7 | NVDA | NVIDIA CORP | 332K | $61.8T | 2.3% | NEW |
| 8 | BRK/B | BERKSHIRE HATHAWAY | 112K | $56.3T | 2.1% | NEW |
| 9 | AMZN | AMAZON COM INC | 238K | $55.0T | 2.1% | NEW |
| 10 | SPY | STATE ST SPDR S&P500 | 75K | $51.5T | 1.9% | NEW |
§ 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 $2525790.6 trillion in assets. The fund runs a broad portfolio of 276 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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