Klingman & Associates 13F Holdings & Latest Moves
Latest 13F moves (filed Oct 20, 2026): 15 new positions, 15 added, 8 reduced, 1 sold out. Largest change by value: added $IVV ($412.24M held).
- New positions
- 15
- Added / reduced
- 15 / 8
- Sold out
- 1
Top buys and sells in the latest 13F
Biggest new and added positions
| Filed | Ticker | Move | Change | Shares held | Value held | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|---|
| $IVV | Added | +7.55K (+1.42%) | 538.28K | $412.24M | — | ||||
| $IJH | Added | +17.09K (+1.07%) | 1.62M | $116.65M | — | ||||
| $IEFA | Added | +28.10K (+2.80%) | 1.03M | $99.81M | — | ||||
| $VEA | Added | +54.24K (+4.35%) | 1.30M | $91.79M | — | ||||
| $MSFT | Added | +1.33K (+3.51%) | 39.09K | $20.05M | — |
Biggest reduced and exited positions
New positions in the latest 13F
| Filed | Ticker | Move | Change | Shares held | Value held | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|---|
| $CRWD | New | +3.16K | 3.16K | $835.82K | — | ||||
| $DOW | New | +20.49K | 20.49K | $564.38K | Read | ||||
| $NXPI | New | +2.26K | 2.26K | $537.77K | Read | ||||
| $BSX | New | +11.49K | 11.49K | $501.63K | Read | ||||
| $SNPS | New | +1.14K | 1.14K | $496.27K | — | ||||
| $HPE | New | +7.57K | 7.57K | $483.90K | — | ||||
| $TEL | New | +2.29K | 2.29K | $483.16K | — | ||||
| $VRSN | New | +1.62K | 1.62K | $458.27K | — | ||||
| $ZS | New | +2.21K | 2.21K | $441.12K | — | ||||
| $INTU | New | +1.59K | 1.59K | $438.65K | — | ||||
| $CNC | New | +6.98K | 6.98K | $433.72K | — | ||||
| $VLO | New | +1.11K | 1.11K | $429.08K | — | ||||
| $MDT | New | +4.80K | 4.80K | $414.54K | — | ||||
| $ABNB | New | +2.52K | 2.52K | $405.48K | — | ||||
| $ATO | New | +2.55K | 2.55K | $399.24K | — |
Added positions in the latest 13F
| Filed | Ticker | Move | Change | Shares held | Value held | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|---|
| $IVV | Added | +7.55K (+1.42%) | 538.28K | $412.24M | — | ||||
| $IJH | Added | +17.09K (+1.07%) | 1.62M | $116.65M | — | ||||
| $IEFA | Added | +28.10K (+2.80%) | 1.03M | $99.81M | — | ||||
| $VEA | Added | +54.24K (+4.35%) | 1.30M | $91.79M | — | ||||
| $MSFT | Added | +1.33K (+3.51%) | 39.09K | $20.05M | — | ||||
| $NVDA | Added | +2.38K (+3.42%) | 72.02K | $16.45M | — | ||||
| $AMZN | Added | +1.64K (+2.66%) | 63.44K | $15.81M | — | ||||
| $MU | Added | +604 (+21.05%) | 3.47K | $3.70M | — | ||||
| $INTC | Added | +3.75K (+20.01%) | 22.47K | $2.70M | — | ||||
| $CVX | Added | +2.23K (+31.86%) | 9.23K | $1.89M | — | ||||
| $TXN | Added | +1.42K (+30.38%) | 6.10K | $1.71M | — | ||||
| $PFE | Added | +15.51K (+54.94%) | 43.75K | $1.25M | — | ||||
| $PSX | Added | +1.89K (+78.91%) | 4.29K | $1.09M | — | ||||
| $FTNT | Added | +2.81K (+208.29%) | 4.17K | $744.54K | Read | ||||
| $VO | Added | +5.28K (+140.94%) | 9.03K | $707.98K | — |
Reduced positions in the latest 13F
| Filed | Ticker | Move | Change | Shares held | Value held | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|---|
| $USMV | Reduced | -7.85K (-2.21%) | 346.99K | $33.81M | — | ||||
| $DDOG | Reduced | -6.13K (-9.08%) | 61.39K | $16.81M | Read | ||||
| $CFG | Reduced | -181.63K (-44.31%) | 228.28K | $14.56M | Read | ||||
| $IWB | Reduced | -980 (-4.51%) | 20.74K | $8.63M | — | ||||
| $BRK.B | Reduced | -1.01K (-6.58%) | 14.41K | $7.18M | — | ||||
| $JPM | Reduced | -6.19K (-23.65%) | 19.99K | $6.61M | — | ||||
| $SOXX | Reduced | -2K (-16.71%) | 9.97K | $5.67M | — | ||||
| $JPST | Reduced | -40K (-83.67%) | 7.81K | $393.29K | — |
Sold out position in the latest 13F
| Filed | Ticker | Move | Change | Shares held | Value held | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|---|
| $MINT | Sold out | -10.50K | — | — | — |
All tracked 13F moves by Klingman & Associates
| Filed | Ticker | Move | Change | Shares held | Value held | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|---|
| $USMV | Reduced | -7.85K (-2.21%) | 346.99K | $33.81M | — | ||||
| $IWB | Reduced | -980 (-4.51%) | 20.74K | $8.63M | — | ||||
| $DDOG | Reduced | -6.13K (-9.08%) | 61.39K | $16.81M | Read | ||||
| $BRK.B | Reduced | -1.01K (-6.58%) | 14.41K | $7.18M | — | ||||
| $ZS | New | +2.21K | 2.21K | $441.12K | — | ||||
| $VRSN | New | +1.62K | 1.62K | $458.27K | — | ||||
| $VLO | New | +1.11K | 1.11K | $429.08K | — | ||||
| $TEL | New | +2.29K | 2.29K | $483.16K | — | ||||
| $SNPS | New | +1.14K | 1.14K | $496.27K | — | ||||
| $NXPI | New | +2.26K | 2.26K | $537.77K | Read | ||||
| $MDT | New | +4.80K | 4.80K | $414.54K | — | ||||
| $INTU | New | +1.59K | 1.59K | $438.65K | — | ||||
| $HPE | New | +7.57K | 7.57K | $483.90K | — | ||||
| $DOW | New | +20.49K | 20.49K | $564.38K | Read | ||||
| $CRWD | New | +3.16K | 3.16K | $835.82K | — | ||||
| $CNC | New | +6.98K | 6.98K | $433.72K | — | ||||
| $BSX | New | +11.49K | 11.49K | $501.63K | Read | ||||
| $ATO | New | +2.55K | 2.55K | $399.24K | — | ||||
| $ABNB | New | +2.52K | 2.52K | $405.48K | — | ||||
| $SOXX | Reduced | -2K (-16.71%) | 9.97K | $5.67M | — | ||||
| $MINT | Sold out | -10.50K | — | — | — | ||||
| $JPST | Reduced | -40K (-83.67%) | 7.81K | $393.29K | — | ||||
| $JPM | Reduced | -6.19K (-23.65%) | 19.99K | $6.61M | — | ||||
| $CFG | Reduced | -181.63K (-44.31%) | 228.28K | $14.56M | Read | ||||
| $VO | Added | +5.28K (+140.94%) | 9.03K | $707.98K | — | ||||
| $VEA | Added | +54.24K (+4.35%) | 1.30M | $91.79M | — | ||||
| $TXN | Added | +1.42K (+30.38%) | 6.10K | $1.71M | — | ||||
| $PSX | Added | +1.89K (+78.91%) | 4.29K | $1.09M | — | ||||
| $PFE | Added | +15.51K (+54.94%) | 43.75K | $1.25M | — | ||||
| $NVDA | Added | +2.38K (+3.42%) | 72.02K | $16.45M | — | ||||
| $MSFT | Added | +1.33K (+3.51%) | 39.09K | $20.05M | — | ||||
| $MU | Added | +604 (+21.05%) | 3.47K | $3.70M | — | ||||
| $IVV | Added | +7.55K (+1.42%) | 538.28K | $412.24M | — | ||||
| $IEFA | Added | +28.10K (+2.80%) | 1.03M | $99.81M | — | ||||
| $INTC | Added | +3.75K (+20.01%) | 22.47K | $2.70M | — | ||||
| $IJH | Added | +17.09K (+1.07%) | 1.62M | $116.65M | — | ||||
| $FTNT | Added | +2.81K (+208.29%) | 4.17K | $744.54K | Read | ||||
| $CVX | Added | +2.23K (+31.86%) | 9.23K | $1.89M | — | ||||
| $AMZN | Added | +1.64K (+2.66%) | 63.44K | $15.81M | — |
13F reports are filed quarterly, up to 45 days after the quarter ends, so they show past holdings. 1W / 1M / 6M = how the stock moved after the filing.
Stocks Klingman & Associates holds or traded
Frequently asked questions
What did Klingman & Associates buy and sell in its latest 13F?
It opened or added to $IVV, $IJH, $IEFA, $VEA and $MSFT; it cut or exited $USMV, $DDOG, $CFG, $IWB and $BRK.B.
Data comes from public SEC Form 4 and 13F filings and STOCK Act disclosures. Dates are the trade or filing date reported. This page is for research only and is not investment advice.
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