Klingman & Associates, LLC - Q12026 Holdings

Klingman & Associates, LLC holds 332 stocks with a total portfolio value of $ 2.09B as of Q12026. In Q12026, Klingman & Associates, LLC added 26 new positions, increased stakes in 179 stocks, reduced 84 holdings, and fully exited 20 positions. The largest holding is Ishares Tr (IVV), representing 16.47% of the total portfolio.