Klingman & Associates, LLC filed a Form 13F-HR with the Securities and Exchange Commission on October 20, 2026, disclosing equity securities held as of September 30, 2026. The filing lists the firm's Chief Compliance Officer, Michael Paley, as the authorized signatory.
The report details 423 separate positions held by the firm. The largest position in the portfolio is Apple Inc., with 88,679,387 shares. Other significant holdings include Amazon.com Inc. with 15,806,076 shares, and Alphabet Inc. Class C shares with 10,929,917 shares.
The filing also includes a substantial number of exchange-traded funds (ETFs). Notable ETF holdings include the iShares Core S&P 500 ETF with 412,239,527 shares, the Invesco Exchange Traded Fund T S&P500 EQL WGT with 2,829,697 shares, and the iShares Core MSCI EAFE ETF with 99,813,454 shares.
The portfolio is diversified across various sectors, including technology, healthcare, finance, and consumer goods. Specific individual stock holdings include Microsoft Corporation, Visa Inc., Johnson & Johnson, Berkshire Hathaway Inc., and Eli Lilly & Co.
