Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
KLINGENSTEIN FIELDS & CO LP (CIK 859872) reported $2.54B across 184 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AVGO ($158.9M, 6.26%), GOOGL ($121.6M, 4.79%), LLY ($94.6M, 3.73%), AAPL ($91.3M, 3.60%), BRK/B ($90.3M, 3.56%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC | $158.9M | 6.26% | 513,515 | Trimmed |
| 2 | GOOGL | ALPHABET INC | $121.6M | 4.79% | 422,864 | Trimmed |
| 3 | LLY | LILLY ELI & CO | $94.6M | 3.73% | 102,848 | Trimmed |
| 4 | AAPL | APPLE INC | $91.3M | 3.60% | 359,634 | Trimmed |
| 5 | BRK/B | BERKSHIRE HATHAWAY | $90.3M | 3.56% | 188,487 | Trimmed |
| 6 | MSFT | MICROSOFT CORP | $86.9M | 3.42% | 234,657 | Trimmed |
| 7 | AMZN | AMAZON COM INC | $75.6M | 2.98% | 363,169 | Trimmed |
| 8 | NVDA | NVIDIA CORP | $71.9M | 2.83% | 412,267 | Trimmed |
| 9 | PANW | PALO ALTO NETWORKS | $69.1M | 2.72% | 430,749 | Trimmed |
| 10 | GS | GOLDMAN SACHS GROUP | $65.9M | 2.60% | 77,842 | Trimmed |
| 11 | PEP | PEPSICO INC | $65.7M | 2.59% | 423,269 | Trimmed |
| 12 | UNP | UNION PAC CORP | $63.4M | 2.50% | 261,405 | Trimmed |
| 13 | SPY | STATE ST SPDR S&P500 | $60.1M | 2.37% | 92,487 | Added |
| 14 | RTX | RTX CORPORATION | $60.1M | 2.37% | 311,307 | Trimmed |
| 15 | DIS | WALT DISNEY CO | $58.0M | 2.28% | 601,413 | Trimmed |
| 16 | JPM | JPMORGAN CHASE & CO | $56.8M | 2.24% | 192,979 | Trimmed |
| 17 | JNJ | JOHNSON & JOHNSON | $54.2M | 2.13% | 221,534 | Trimmed |
| 18 | GOOG | ALPHABET INC | $53.2M | 2.10% | 185,331 | Trimmed |
| 19 | COST | COSTCO WHSL CORP | $49.8M | 1.96% | 50,027 | Trimmed |
| 20 | STUBHUB HOLDINGS INC | $38.5M | 1.52% | 6.2M | New | |
| 21 | QQQ | INVESCO QQQ TR | $37.9M | 1.49% | 65,631 | Trimmed |
| 22 | HON | HONEYWELL INTL INC | $37.0M | 1.46% | 163,916 | Trimmed |
| 23 | ISRG | INTUITIVE SURGIC INC | $36.5M | 1.44% | 79,105 | Trimmed |
| 24 | TMO | THERMO FISHER SCI | $35.4M | 1.39% | 71,998 | Trimmed |
| 25 | NFLX | NETFLIX INC | $34.0M | 1.34% | 353,267 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31